High Net Worth Tax and Estate Specialist

Experienced Trust and Estates Attorney WantedWe are seeking a seasoned trust and estates attorney to join our prestigious practice. The successful candidate will have extensive experience working with high-net-worth clients, providing sophisticated wealth-transfer counsel.Key Responsibilities:Develop comprehensive estate planning strategies, including...

Job OverviewEdgar Law Group, LLP is seeking an experienced Estate Planning Tax Attorney to join our team. As a key member of our Legal and Tax Teams, you will work closely with senior partners and paralegals to provide exceptional advisory services to high-net-worth individuals.Compensation Package$100-$200 hourlyResponsibilities:Create complex estate plans,...

Role OverviewWe are seeking an experienced Taxation Expert to join our team in San Francisco. As a key member of our tax planning department, you will be responsible for preparing complex tax returns and providing expert advice to high-net-worth individuals.About the JobThe ideal candidate will have a minimum of 2 years of direct tax preparation experience...

Job DescriptionThis is an exceptional opportunity for a skilled and experienced estate planning attorney to join our dynamic team at an AmLaw 200 firm.The ideal candidate will bring experience servicing high-net-worth clients and a tax background (CPA, LLM, etc.)Responsibilities:Draft, review, and modify a wide range of estate planning documents, including...

OverviewWe are an AmLaw200 firm dedicated to delivering exceptional legal services to our clients.SalaryThe estimated annual salary for this role is $225,000-$325,000.Job DescriptionWe seek a highly skilled and experienced estate planning attorney to join our dynamic team. This is an exceptional opportunity for an attorney who has a deep understanding and...

Become a vital part of our team at BakerAvenue, a renowned wealth management firm dedicated to guiding high-net-worth individuals through personal and professional transitions. Our comprehensive services include wealth management and investment expertise, tailored to meet the unique needs of each client.We are seeking an experienced Seasonal Tax Preparer to...

Our boutique tax firm is seeking a Senior Tax Manager to join their outstanding team in San Francisco, CA. The ideal candidate for this role possesses experience with ultra-high net worth tax portfolios and has a keen eye for detail.The Senior Tax Manager will be responsible for the preparation and review of various tax documents, including returns,...

About the JobWe are looking for a talented High-Net-Worth Account Executive to join our team at Insurance Search Specialists. As an integral part of our team, you will be responsible for managing a select group of ultra-high-net-worth clients.Job Summary:The successful candidate will have a minimum of 5 years of experience in personal lines account...

Job OverviewWe are a successful practice that specializes in working with high net worth individuals and executives. Our focus is on providing accurate tax compliance and consulting services to help clients reduce tax liabilities.SalaryThe estimated salary for this position ranges from $150,000 to $225,000 in California, depending on location and...

**Overview of the Role**Fidelity Investments is seeking a High Net Worth Investment Specialist to join our team in the Greater San Francisco, CA Metro area. This remote, licensed position offers the flexibility to work from home while occasionally participating in-person with colleagues.In this role, you will be responsible for enhancing relationships with...

Seeking an experienced Estate Planning Attorney to join our team. The ideal candidate will have a deep understanding of estate planning, trust administration, and probate law.Job OverviewWe are an AmLaw 200 firm dedicated to providing top-notch legal services to high-net-worth clients. Our team is comprised of experienced professionals who share a passion...

Hutchinson & Bloodgood LLP is seeking a Tax Specialist - Estate and Trust to support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes.">This role will involve assisting in projects as required by Managers, Directors, and Partners, meeting client needs and concerns, promoting teamwork,...

Company OverviewWe are one of the fastest growing brokers globally with over 20 years of experience in providing top-notch insurance solutions. Our team is dedicated to delivering exceptional service and tailored advice to our high net worth clients.Job DescriptionThe High Net Worth Insurance Specialist will be responsible for managing and servicing client...

Join Our Team as a Luxury Client StrategistTiffany & Co. is seeking a skilled Luxury Client Strategist to lead our efforts in acquiring, engaging, retaining, and growing High Net Worth clients in San Francisco.This is an exciting opportunity to leverage your expertise in the luxury industry to drive business growth and represent the Tiffany brand with...

About the RoleWe are seeking an experienced Ultra-High-Net-Worth Client Manager to join our team at Insurance Search Specialists. As a key member of our team, you will be responsible for managing a select portfolio of ultra-high-net-worth clients, providing expert advice on risk management and insurance solutions tailored to their unique needs.In this role,...

About EYAt Ernst and Young, you'll have the opportunity to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you.We're counting on your unique voice and perspective to help us become even better. We strive for high-ethical standards and integrity among our employees and expect...

Job OverviewWe are seeking an experienced Personal Lines Account Manager to strengthen relationships with high-net-worth clients and staff while providing expert account management and risk solutions.Key Responsibilities:Lead the servicing of high-net-worth accounts, directing resources and utilizing support staff for endorsements, claims, and follow-up...

Job Title: Trust and Estate Tax SpecialistA competitive salary for this role is estimated at $95,000 to $110,000 annually, depending on experience.OverviewWe are a boutique CPA firm specializing in working with privately held businesses, family offices, and high-net-worth individuals. Our client is seeking an experienced Trust and Estate Tax Manager to join...

About River City BankWe are a forward-thinking bank that strives to provide top-notch banking services to our clients. Our goal is to build strong relationships with our customers and deliver tailored solutions that meet their unique needs. Job OverviewThe Senior Relationship Banker will be responsible for managing a deposit and loan portfolio for high net...

Job OverviewWe are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. This role involves strengthening relationships with clients, staff, and carriers while providing expert account management and risk solutions.In this position, you will collaborate closely with Producers to deliver innovative...