Top Performing Agent for High Net Worth Clients

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 Job">We are seeking a High-Net-Worth Tax Manager to join our team in New York City or Long Island, NY. The ideal candidate will have 8+ years of experience in tax compliance and a specialization in individual, fiduciary, estate, and gift taxation.">Key Responsibilities">Lead a team in Private Client Services, providing taxation expertise to...

Job Overview">We are seeking a skilled Private Client Relationship Manager to join our team at Citizens. This role is perfect for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service.">About the Role">In this position, you will be responsible for building and maintaining relationships with high...

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...

About the RoleWe are looking for a skilled Senior UHNW Relationship Manager to manage a portfolio of high net worth clients and provide expert guidance on investment strategies.Key Performance Indicators• Client satisfaction and retention rates.• Revenue growth and profitability.• Team collaboration and knowledge sharing.Qualifications1. Bachelor's...

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...

Company OverviewThe Global Multi Family Office/RIA seeks a seasoned Senior UHNW Relationship Manager to cater to the Ultra High Net Worth Space. The firm focuses on providing holistic services to its clients worldwide, with over 15B AUM and growing.Compensation PackageThe estimated salary for this position is $250,000 - $350,000 per year, depending on...

Company Overview: Our client is a leading Global Multi Family Office/RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space, catering to this level of clientele from private banks or RIAs.Job Description: As a Senior UHNW Relationship Manager, you will be responsible for managing existing portfolios...

About the Opportunity:Randstad is seeking a skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for preparing and reviewing tax returns for high-net-worth individuals, trusts, estates, and gifts.Key Responsibilities: Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring compliance...

Career OpportunityBukh Law Firm, PLLC is seeking a highly skilled Family and Litigation Attorney to join our team.The successful candidate will have a proven track record of handling high net worth cases and clientele.Salary: $150,000 - $220,000 per year, commensurate with experience.About the PositionThe Family and Litigation Attorney will be responsible...

Job Description:CPR Security Services LLC is seeking a highly skilled and experienced Security Officer to join our team. This role requires the ability to protect high net worth clients from potential threats and ensure their safety at all times.Salary Estimate:$65,000 - $85,000 per yearMain Responsibilities:Protect high net worth clients from potential...

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...

About the RoleWe are seeking a highly skilled and experienced Senior Tax Professional to lead our team in managing tax operations for high net worth clients.The successful candidate will be responsible for overseeing all tax preparation, submission, and management of corporate tax returns and reports. Additionally, they will develop and implement effective...

Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on criminal defense, matrimonial and civil matters. We are seeking an experienced NYS admitted attorney to handle Matrimonial, Family, and Litigation matters for our high net worth clientele.The ideal candidate will be well-organized, self-motivated, and reliable, with the ability to...

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...

The Michael Page family office in New York City is seeking a skilled High Net Worth Tax Professional to join their team.**Job Summary:**We are looking for an experienced tax professional to be involved in all tax compliance and provision matters, with a focus on high net worth individuals and families.**Responsibilities:**HNW tax compliance and...

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...

VIP Account Manager RoleWe are seeking a talented and customer-focused individual to join our VIP team at FanDuel Group. As a VIP Account Manager, you will be responsible for managing a portfolio of high-net-worth customers and providing exceptional service to ensure their loyalty and satisfaction.Responsibilities:Manage and retain a portfolio of High Value...

International Tax ExpertWe are seeking a highly skilled international tax expert to join our team as a High Net Worth Tax Compliance Expert.About the PositionManage tax compliance for high net worth individuals and entitiesPrepare and compile tax information for internal use and external tax counselAssist in tax research, tax basis preparation, and other...

Job OverviewThe Greene Group is a prominent public accounting firm in New York City providing a wide-range of traditional and non-traditional tax, accounting and advisory services.Estimated Salary Range$250,000 - $350,000 per year, depending on experienceKey ResponsibilitiesThis role provides an opportunity to join a high performing practice where you will...