High Net Worth Personal Insurance Manager

Job OverviewWe are seeking an experienced and skilled High Net Worth Tax Advisor to join our Private Client Services team as a leadership role. The ideal candidate will have a strong background in tax consulting, excellent communication skills, and the ability to lead high-profile engagements.The successful candidate will be responsible for providing tax...

Keller Executive Search is seeking a skilled Tax Manager to join its dynamic team in Los Angeles. This hybrid position provides the unique opportunity to manage high-profile clients, including entrepreneurs, entertainment professionals, and high-net-worth individuals, while leading a dedicated team of tax professionals. The ideal candidate will have at...

We are seeking a highly skilled and experienced Associate, Business Management Services to join our team at Cresset Capital.About the RoleThis is an exciting opportunity for a motivated and detail-oriented individual to work with ultra-high net worth clients, providing exceptional administrative and private banking services. As a key member of our team, you...

About the RoleWe are seeking a Corporate Tax Manager to join our team in High Net Worth Individuals. This role is responsible for providing tax compliance and consulting services to high net worth clients.Key Responsibilities:Manage tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities.Provide executive presence...

**Job Title:** High-Net-Worth Estate Planning Attorney**Company Overview:** Top Tier Reps LLC is a prestigious global firm that provides high-caliber advice on wealth management for international families with diverse investments and global connections.**Estimated Salary:** $287,500 - $392,500 per year (salary range may vary based on experience)Our ideal...

Company OverviewFisher Investments is a privately held, multi-billion-dollar global investment firm dedicated to putting clients first and bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us an exceptional place to work.Salary: $100,000 – $0 base salary range with a...

About the Role We are seeking a seasoned Tax Partner or Senior Manager with a deep understanding of real estate and high net worth tax to join our team in Los Angeles. Our firm offers a European-style 4-day workweek, providing a great balance between work and personal life. With over 10 years of experience in public accounting, specializing in real estate...

Boutique West Hollywood law firm, JBA International, seeks an experienced associate attorney to join their team. As a leading family law firm, they represent high net worth individuals in various matters including divorce, paternity, and post-judgment modification cases involving spousal support, child custody, and property division.Job DescriptionThe ideal...

About Us">We are a dynamic firm that is passionate about providing exceptional tax services to our clients. Our team of experienced professionals is dedicated to delivering innovative solutions that meet the complex needs of high-net-worth individuals and partnerships. ">Salary and Benefits">The successful candidate can expect a competitive salary of $80,000...

**Company Overview**Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in...

Tax Expert PositionWe are seeking a seasoned Senior Tax Accountant to enhance our tax services at Blue Signal, an award-winning executive search firm specializing in professional services. This role is integral to supporting complex tax processes and delivering precise, compliant, and timely filings for high-net-worth (HNW) clients.Key...

Company OverviewOur CPA firm is headquartered in Century City, Los Angeles, and offers a wide range of tax and accounting services to individual and business clients. We specialize in real estate, entertainment, and media, and pride ourselves on providing personalized attention and career growth opportunities.Salary and BenefitsWe offer a competitive salary...

Expert Financial Advisor OpportunityWe are seeking a skilled Senior Investment Advisor Associate to join our team in Century City. This role is perfect for an ambitious professional with strong communication skills and experience working with high-net-worth individuals.About the RoleAs a Senior Investment Advisor Associate, you will be responsible for...

About the RoleAs a Tax Senior Manager at Eide Bailly, you will play a key role in helping high-net-worth individuals transition wealth to the next generation. Your expertise in individual income tax and estate tax planning will be essential in creating comprehensive plans that ensure maximum tax benefits. You will work closely with clients to interpret and...

About CressetCresset is a pioneering multi-family office and private investment firm, committed to revolutionizing the wealth management experience. With a proven track record of excellence, we have surpassed $50 billion in assets under management through our SEC-registered investment advisor, Cresset Asset Management.We are seeking an experienced Business...

About the RoleWe are seeking a highly skilled Tax Preparer to join our team of tax professionals. The ideal candidate will have a strong background in tax preparation, a keen eye for detail, and excellent communication skills.The successful candidate will be responsible for preparing and reviewing personal federal and state tax returns, as well as assisting...

Company OverviewAt Marsh McLennan Agency, we're driven by a passion for delivering purposeful work and meaningful impact every day. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm.

Job Description for Case ManagerWe are seeking an experienced case manager to join our team at a busy personal injury law firm. The ideal candidate will have a minimum of one year of legal experience.Key Responsibilities:Opening insurance claims and sending letters of representationObtaining evidence such as traffic and police reports, pictures,...

**Job Overview:**We are seeking an experienced and dedicated estate planning specialist to join our team at Carrie Rikon & Associates, LLC. The ideal candidate will have a minimum of five years of experience in estate planning and a proven track record of working with high-net-worth clients.**Salary and Benefits:**The estimated salary for this position is...

Job OverviewTech Firefly is teaming up with a Business Management firm that handles the financial needs of high-net-worth individuals, including musicians, songwriters, and athletes. We are seeking an experienced Financial Operations Specialist to join our team.Estimated Salary: $75,000 - $125,000 per year; dependent on experience and qualifications.Key...