Customer Service Specialist for High-Net-Worth Individuals

Hire Resolve USA is seeking a highly skilled High Net Worth Tax Specialist to join their team. As a Tax Specialist, you will be responsible for providing expert tax advice and services to high net worth individuals and families.Key Responsibilities:Manage a portfolio of high net worth individual clientsDevelop and implement tax planning strategiesReview and...

Job Title: Tax Director - High Net Worth IndividualsAbout the Role:We are seeking a highly experienced Tax Director to join our team at Henderson Harbour Group. As a Tax Director, you will be responsible for providing high-quality tax advisory and estate planning services to our high net worth individual clients.Responsibilities:Provide tax compliance...

We are seeking a highly skilled and experienced Personal Assistant to support high net worth individuals in Los Angeles. The ideal candidate will have a strong background in business, personal, and household management, with excellent communication and organizational skills.Key Responsibilities:Manage business and personal diaries and travel...

Job Summary:We are seeking a highly skilled Personal Risk Advisor to join our team at USI Insurance Services. As a Personal Risk Advisor, you will be responsible for cultivating relationships with high net worth individuals and family offices, providing comprehensive risk management and insurance consultation services.Key Responsibilities:Develop and...

Personal Lines Account Executive PositionWe are seeking an experienced Personal Lines Account Executive to manage a portfolio of high-net-worth clients. In this role, you will be responsible for ensuring client satisfaction and utilizing the AMS360 agency management software to optimize operations.The ideal candidate will have a minimum of 5 years of...

Job Title: Tax Director for Private Client ServicesJob Summary:We are seeking a highly experienced Tax Director to join our Private Client Services team. As a Tax Director, you will be responsible for leading a team of tax professionals in providing high-quality tax services to our clients.Key Responsibilities:Lead a team of tax professionals in providing...

Job Summary:The Regional Vice President, UHNW is responsible for driving sales momentum for our financial planning teams by identifying, initiating, developing, and maintaining relationships with ultra-high net worth prospects. This role will support Mercer's efforts to attract new ultra-high net worth clients and families.Key Responsibilities:• Identify...

Job Title: Tax Manager - High Net Worth with International TaxJob Summary:A reputable Public Accounting firm, GPAC, is seeking a highly skilled Tax Manager to join their team. As a Tax Manager, you will be responsible for providing expert tax advice to high net worth clients with international tax complexities.Key Responsibilities:• Research and review tax...

OverviewBaker Tilly Advisory Group, LP, a leading advisory, tax, and assurance firm, is a global network of professionals offering a comprehensive range of services to clients across the globe. With offices in major financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston, we provide a genuine coast-to-coast and global...

Job Summary:The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients' individual, estate, gift, and fiduciary tax returns. This role requires advanced technical skills in tax and accounting areas, as well as well-developed management and supervisory skills. The Tax Manager may have input on any...

Job SummaryThe Investment Associate role at Citi Private Bank is a seasoned professional position that requires in-depth disciplinary knowledge and expertise in investment analysis and portfolio management. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.Key...

Citrin Cooperman is seeking a highly skilled International Tax Specialist to join our team. As a key member of our International Tax Practice, you will provide expert tax advice to high-net-worth individuals, families, and closely held businesses.Key Responsibilities:Advise clients on international tax planning, including income tax treaty planning and U.S....

Job Title: Tax Director, Private Client ServicesRegal Executive Search is seeking a highly skilled Tax Director to join our Private Client Services team. As a key member of our team, you will be responsible for leading and managing a team of tax professionals, providing expert tax advice to high net worth individuals, trusts, estates, and small...

Tax Manager Job DescriptionWe are seeking a highly skilled Tax Manager to provide tax advice to our clients. This position requires an individual with advanced knowledge of tax laws, regulations, and procedures, and the ability to handle a large workload effectively.Key Responsibilities:Prepare and review corporate, partnership, S-Corp, C-Corp, and...

Job Title:.NET Support SpecialistLocation:Onsite onlyPosition Type:FulltimeJob Summary:As a .NET Support Specialist at Diverse Lynx LLC, you will provide day-to-day support for .NET applications, addressing issues raised by users and ensuring timely resolution. You will offer technical assistance to users via phone, email, or in-person, guiding them through...

Job Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at M&T Bank. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management solutions to high net worth individuals, business owners, and families.Key Responsibilities:Lead the client relationship team and ensure...

Tax Manager Job DescriptionWe are seeking a highly skilled Tax Manager to provide tax advice to our clients. This position requires advanced knowledge of tax laws, regulations, and procedures, as well as excellent organizational and communication skills.Key Responsibilities:Prepare and review corporate, partnership, S-Corp, C-Corp, and individual tax...

Executive Placement Network is seeking a highly respected Tax Partner/Director to join our team in Los Angeles. This unique opportunity offers a direct path to Partnership without the pressure of business development. You will inherit a substantial $1 million book of business, allowing you to focus on providing top-tier service to existing clients and...

Jobot is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for leading tax accounting teams and providing expertise in HNWI and flow-through entities.Key Responsibilities:Lead tax accounting teams and provide guidance on tax strategiesExpertise in HNWI and flow-through entities, including 1040, S-Corp,...

About the Role:This position is responsible for the administration of custody, business escrow, defined benefit, and defined contribution plans, ESOPs, and other employee benefit trusts. The Trust Officer II Custody Specialist will ensure that the administration of the trust is in accordance with the trust document and applicable laws where CNB acts as...