High Net Worth Client Service Director

Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Inc. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.Key Responsibilities:Meet revenue...

A professional services firm in New York City is seeking a Tax Associate to join their team and work with High-Net-Worth clients. The ideal candidate will have 2+ years of Tax experience, a Bachelor's Degree, and previous experience working with High-Net-Worth clients.Key Responsibilities:Contribute to client satisfaction by providing timely and effective...

About Our ClientMichael Page is proud to partner with a well-established financial services firm focused on serving high net-worth individuals. This smaller, more collaborative tax team offers a unique opportunity for professionals to grow and develop their skills.Job DescriptionAs a Tax Associate, you will be responsible for high net-worth tax compliance,...

A professional services firm in New York City is seeking a Tax Associate to join their team and work with High-Net-Worth clients. The ideal candidate will be responsible for contributing to client satisfaction by providing timely and effective responses to client needs and concerns.Key Responsibilities:Preparing and self-reviewing work products for...

Investment Counselor RoleCiti Global Wealth at Work is seeking an experienced Investment Counselor to join our team. As a key member of our ultra-high net worth client service team, you will be responsible for providing investment advice and solutions to our clients.Responsibilities:Leverage existing client relationships and local network to introduce new...

Job Summary:The USI Insurance Services Personal Risk Practice is seeking a highly skilled and experienced High Net Worth Risk Management Specialist to join our team. As a key member of our team, you will be responsible for providing comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex...

Investment Opportunities for Ultra High Net Worth IndividualsLeah Yosef International seeks an experienced Alternative Investments Specialist to join our team in NYC. This role involves building and leading the investment packaging and distribution arm within an endowment model approach to investing.Key Responsibilities:Participate in idea generation,...

Job Opportunity: Fast growing Am Law 100 firm is seeking a Tax Partner to join their team in New York. The ideal candidate will have international cross border experience and a strong background in tax law. About the Firm: This firm is known for its very kind culture, where everyone is ambitious but the energy is very friendly among everyone. Key...

Private Wealth Advisor Job DescriptionWe are seeking a skilled Private Wealth Advisor to join our team at The Capital Group Companies, Inc. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...

Job SummaryAlvarez & Marsal Tax, LLC is seeking a highly skilled Tax Manager to join our Private Client Services Tax practice. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.Key...

Job SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citi Global Wealth at Work. As a Private Banker, you will be responsible for providing exceptional wealth management services to ultra-high-net-worth individuals and their families.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients,...

Job Title: Executive Assistant to High Net Worth IndividualJob Summary: We are seeking an experienced Executive Assistant to support a High Net Worth Individual and their family in a collaborative team setting.Responsibilities:Manage Outlook calendar and contacts for the familyExecute task list of miscellaneous requestsOnline research and purchasesManage...

Job Title: Senior Tax ManagerWe are seeking a highly experienced Senior Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for managing complex tax returns and providing expert advice to our clients. Key Responsibilities:Manage complex tax returns for high net worth individuals and familiesProvide expert advice on tax planning and...

Citi Global Wealth at Work is a strategic partner to lawyers, accountants, asset managers, and management professionals, offering a comprehensive range of banking, investing, and wealth management services.As a Private Banker, you will be responsible for identifying and establishing relationships with ultra-high-net-worth individuals and families, providing...

Job Title: Tax Manager - High Net Worth with International TaxManagement Business Solutions is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for managing complex tax matters and providing expert guidance to clients in the financial services industry.Key Responsibilities:Develop and implement tax strategies...

Job SummaryMarcum LLP is seeking a highly skilled Tax Director to join our International Tax Services group in the New York City metro region. As a key member of our team, you will be responsible for providing technical expertise and leadership in tax planning, advisory, and compliance services for high net worth individuals and business owners.The ideal...

Job SummaryThe firm is a multi-billion dollar Registered Investment Adviser (RIA) committed to delivering exceptional investment management results and tailored wealth planning over the long term. We are seeking a highly experienced and strategic professional to join as the Director of Client Service. In this critical leadership role, the Director of Client...

A leading professional services firm in New York City seeks an experienced Tax professional for a promising Director and/or Senior Manager position with their growing staff. Responsibilities The Tax Director / Senior Manager will be responsible for providing professional services to High Net Worth clients of the firm, including Executives for other firms....

About the RoleWe are seeking a highly skilled Tax Partner to join our Private Client Services team at EisnerAmper. As a Tax Partner, you will be responsible for providing tax compliance and consulting services to high-net-worth individuals and families.Key Responsibilities:Perform partner-level compliance review and tax return signoffHandle client...

Marketing DirectorFirm Overview: Winged Keel Group is a leading independent life insurance brokerage firm that specializes in creating and implementing tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices across the United States, the firm offers a unique approach to wealth...