High-Net-Worth Individual Liaison

Job DescriptionWe are seeking a Senior Tax Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services organization, you will have the opportunity to work closely with Principals and high-net-worth clients with substantial holdings.This is a great opportunity to move out of public accounting and into an organization...

Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

About the RoleThis exciting opportunity will see you working closely with senior members of our corporate team across all disciplines and transaction types. As a key member of our New York office, you will play a vital role in supporting high net worth domestic and international individuals, families, family offices, and their advisors on complex corporate...

Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...

As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...

Regional CPA Firm Seeking Tax ManagerWe are seeking a highly experienced Tax Manager / Sr. Tax Manager to join our team at a Regional CPA firm.About the Role:The successful candidate will have extensive experience in high net worth tax planning, preparation, and advisory services. Key responsibilities include managing multiple client engagements, reviewing...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

Job OverviewA highly skilled Residential Facilities Manager is required to oversee the maintenance, operation, and management of an ultra-high-net-worth family home in New York City. The ideal candidate will have 10+ years of experience in facilities management and be able to ensure the property runs seamlessly.The successful candidate will be responsible...

About the RoleWe are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...

We are seeking a skilled Lead Tax Professional to join our team in Midtown, Manhattan. In this role, you will work closely with our clients to provide exceptional tax services and support.About the OpportunityThis is an excellent opportunity for a motivated and experienced tax professional to take on a leadership role and contribute to the success of our...

About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...

About the Company">We're a leading public accounting firm offering tax and advisory services to businesses and high net worth individuals. Our clients span various industries including real estate, construction, manufacturing, technology, private equity, and e-commerce.">Opportunity Overview">This is a remote Senior Tax Manager position with a focus on...

About the Role:We are looking for a highly skilled and experienced Executive Assistant to join our team at the Career Group. As a Senior Executive Assistant to the Hedge Fund Principal, you will play a critical role in supporting the day-to-day activities of the Principal and contributing to their overall success.This is a unique opportunity to work in a...

Job SummaryAn exceptional opportunity has arisen for a seasoned High-Profile Portfolio Manager to join our client's dynamic team in New York. As a key member of the Family Office Services group, you will provide strategic oversight and personalized support to Ultra-High Net Worth individuals and families.About the RoleThis is a highly visible position within...

Tax Senior Job DescriptionKforce's client is a highly respected Tax Boutique firm based in New York City. We are seeking highly skilled Tax Seniors to join our team and contribute to the success of our clients. As a Tax Senior, you will have the opportunity to work on complex individual and high net worth tax returns, providing exceptional service to clients...

Job Summary:We are seeking a highly skilled Corporate Tax Consultant to join our team. The ideal candidate will have a strong background in tax accounting and be able to work closely with high-net-worth clients.About the Role:As a Corporate Tax Consultant, you will be responsible for managing tax compliance and planning for designated clients. This includes...

Brown Brothers Harriman seeks a seasoned business development professional to join our Single Family Office (SFO) practice, targeting high net worth individuals and family offices with investment assets over $250 million. We offer proprietary investment strategies, value-added family office services, and capital solutions.Key ResponsibilitiesSource and...

Our client is a leading financial services organization seeking a Senior Tax Professional to join their team. As a key member, you will work closely with Principals and high-net-worth clients with substantial holdings, managing tax compliance and planning for designated clients. Key responsibilities include preparation of individual, corporate, partnership,...

About the RoleWe are seeking a seasoned Financial Sales Professional to leverage their established network of industry clients and strong communication skills to excel in this dynamic role.Job SummaryThis is a high-net-worth individual sales position that involves building relationships with key decision-makers at hedge funds, money managers, and mutual...