High Net Worth Portfolio Manager

Job SummaryA career opportunity has arisen at MaryAnn Markowitz & Associates, a prestigious accounting firm, for a highly skilled and experienced Tax Senior Manager.This role involves providing strategic tax planning and compliance services to our esteemed high-net-worth clients.As a key member of our team, you will be responsible for leading and developing...

Mercer Advisors Inc is a leading provider of comprehensive wealth management solutions. With over 31,200 families served across the U.S., we are committed to helping high net worth individuals achieve their financial goals.We offer a unique work environment that prioritizes diversity and flexibility. Our team of experts provides a broad range of services,...

About MaryAnn Markowitz & AssociatesA prestigious accounting firm in the heart of the city seeks an experienced Tax Senior Manager to join its esteemed team. This is a unique opportunity for a highly skilled professional to lead and develop a team of tax experts, providing strategic tax planning and compliance services to high-net-worth clients.

We are seeking a highly skilled Tax Supervisor to join our team at MaryAnn Markowitz & Associates, supporting ultra-high-net-worth families and small/medium-sized businesses in the Houston region.Company OverviewOur boutique firm is an ideal-sized team of professionals with expertise in taxation, business, and financial consulting, taking pride in offering...

Job OverviewWe are seeking a highly skilled Investment Associate to join our team at Corient, a leading wealth management platform in the United States. As an Investment Associate, you will play a critical role in supporting the development of investment strategies and portfolio management for our high-net-worth clients.

Senior Tax Manager Job DescriptionWe're a top CyberCoders firm offering Tax and Advisory Services to businesses and high net worth individuals. Our clients include various industries such as Real Estate, Construction, Manufacturing, Technology, Private Equity, and E-Commerce.About Us: We prioritize providing our remote employees with the same growth...

Key ResponsibilitiesA seasoned Tax Manager is required to provide expert tax planning and compliance services to ultra-high net worth families and private clients.This role involves collaborating with financial planning experts to deliver comprehensive year-round tax strategies, optimizing lifetime tax outcomes. A balanced schedule with fewer hours during...

Unlock Your Potential as a Tax ManagerWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional professionals foster an unrivaled, inclusive culture and talent experience, making us compelling to our clients.RSM's dedicated Family Office Enterprise...

The role of Senior Wealth Management Professional at Truist Inc is a high-level position that requires exceptional skills and expertise in managing affluent clients' financial portfolios. The primary goal is to provide personalized, tailored wealth management services to high net worth individuals, leveraging a deep understanding of their financial needs and...

**About CAZ Investments**CAZ Investments is a leading investment management company that offers unique opportunities for co-investment with our network of investors. With over $600 million of personal capital committed to our investment vehicles, we provide access to exclusive alternatives that are not available to other investors.Our Firm has a strong track...

Job SummaryWe are seeking a skilled IT Portfolio Strategist to join our team at Houston Methodist. The successful candidate will be responsible for overseeing the planning, coordination, and execution of multiple IT projects and initiatives.About UsHouston Methodist is one of the nation's leading health systems and academic medical centers. With eight...

Company OverviewBoutique firm dedicated to serving ultra-high net worth families and foundations, BCI - Brokerage Consultants Inc., is seeking an experienced Estate Administration Assistant. The team crafts tailored strategies to meet both the financial and non-financial needs of their clients through expertise in asset diversification, effective estate...

Job OverviewWe are seeking a highly skilled Client Success Associate to join our team in the TX Market. The ideal candidate will be responsible for managing a portfolio of clients and providing exceptional account management.

About the JobWe are seeking a Senior Energy Portfolio Manager to join our team at Performance Search Group. The ideal candidate will have a strong background in energy trading, risk management, and team leadership.

Unlock the Future of Energy ManagementHoneywell's Smart Energy & Thermal Solutions business is at the forefront of shaping the energy management landscape. Our focus on digitalization, innovation, and sustainability drives us to deliver cutting-edge solutions that optimize energy usage and minimize environmental impact.We are seeking a visionary Strategic...

About the RoleWe are seeking a highly skilled and experienced Senior IT Project Manager to oversee our digital portfolio, with a specific focus on Collection Operations and Commercial Routing within the Waste Management industry. As a Digital Portfolio Director, you will be responsible for defining portfolio governance, managing vendor relationships, and...

OverviewRSM US LLP is a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential in a world of change.

Job DescriptionAt MaryAnn Markowitz & Associates, we are seeking a highly skilled Tax Supervisor to join our team of professionals. Our boutique firm supports ultra-high-net-worth families and small to medium-sized businesses in the Houston region, providing expert tax compliance, gift tax return preparation, business transactions, and strategy...

Role OverviewWe are seeking a seasoned Financial Planning Expert to serve as our Tax Strategist, supporting Private Client Services and Ultra High Net Worth families in Central Houston.

About the RoleWe are seeking a dynamic and strategic Product Business Development Manager to lead our Fire Training product portfolio in North America. As a key member of our team, you will drive collaboration across departments to achieve our objectives.ResponsibilitiesResponsible for a key portfolio of Safety Products including strategic positioning,...