Personal Assistant to High Net Worth Individual

Keller Executive Search is seeking a skilled Tax Manager to join its dynamic team in Los Angeles. This hybrid position provides the unique opportunity to manage high-profile clients, including entrepreneurs, entertainment professionals, and high-net-worth individuals, while leading a dedicated team of tax professionals. The ideal candidate will have at...

Key ResponsibilitiesThe successful candidate will be responsible for managing an established book of high net worth clients, including:Educating customers/clients on their policy coveragesCollaborating with Quality Managers to address any questions or discrepancies on customer accountsProactively soliciting increases in coverages for accounts at every...

About the RoleWe are seeking a Corporate Tax Manager to join our team in High Net Worth Individuals. This role is responsible for providing tax compliance and consulting services to high net worth clients.Key Responsibilities:Manage tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities.Provide executive presence...

Job Opportunity: Tax Expertise for HNWIsWe are a reputable CPA firm based in San Francisco, CA, with a focus on serving privately-held businesses and high-net-worth individuals.Our clients include influential leaders across various sectors such as technology, real estate, and investment.Key Responsibilities:Develop and implement effective tax strategies for...

Company OverviewInsurance Search Specialists is a leading insurance brokerage firm dedicated to connecting talented professionals with top insurance companies. With over 25 years of experience, we specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits.Salary and BenefitsWe offer an attractive compensation package,...

We are seeking an experienced insurance professional to join our team in Los Angeles. As a Personal Lines Account Executive, you will be responsible for building and maintaining strong relationships with high-net-worth clients.The ideal candidate will have experience working with high-net-worth clients and a deep understanding of their unique needs. You will...

**Job Overview**Avior Executive Search seeks an exceptional Sr. Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with tailored investment solutions and exceptional service.As a Senior Relationship Manager, you will be part of...

High Net Worth Tax SpecialistWe are a relationship-oriented CPA firm established in 1995, specializing in high net worth individuals and closely held growing businesses in diverse fields such as real estate, services, retail, and wholesale trades.**Job Overview:**This is a fantastic opportunity to join our team as a High Net Worth Tax Specialist. In this...

Job OverviewWe are seeking an experienced and skilled High Net Worth Tax Advisor to join our Private Client Services team as a leadership role. The ideal candidate will have a strong background in tax consulting, excellent communication skills, and the ability to lead high-profile engagements.The successful candidate will be responsible for providing tax...

Job OverviewIrvine Technology Corporation seeks a qualified Tax Preparer for a remote or hybrid position. As a key member of our wealth advisory firm, you will contribute to high-net-worth tax preparation and planning engagements.Key ResponsibilitiesSupport clients with quarterly/periodic estimated tax calculations.Prepare and review personal federal and...

We are seeking a highly skilled and experienced Associate, Business Management Services to join our team at Cresset Capital.About the RoleThis is an exciting opportunity for a motivated and detail-oriented individual to work with ultra-high net worth clients, providing exceptional administrative and private banking services. As a key member of our team, you...

Company OverviewFisher Investments is a privately held, multi-billion-dollar global investment firm dedicated to putting clients first and bettering the investment universe. Our inclusive culture, learning and development framework, and Great Place to Work Certification make us an exceptional place to work.Salary: $100,000 – $0 base salary range with a...

Company OverviewOur CPA firm is headquartered in Century City, Los Angeles, and offers a wide range of tax and accounting services to individual and business clients. We specialize in real estate, entertainment, and media, and pride ourselves on providing personalized attention and career growth opportunities.Salary and BenefitsWe offer a competitive salary...

We are seeking a highly skilled High-Net-Worth Tax Associate to join our team at Jobot in Century City (Los Angeles), CA. As a key member of our tax department, you will work closely with high-end clients, providing expert tax services for real estate and entertainment industries.About the RoleWe are offering a competitive salary of $80,000 - $110,000 per...

Role ResponsibilitiesThe Private Wealth Services Associate will be responsible for providing comprehensive support to high net worth clients, including assistance with client accounts and transactions, ensuring compliance and reporting, and providing operational and client support. The ideal candidate will have a bachelor's degree, FINRA registration (Series...

**Company Overview**Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in...

Job DescriptionAs a Senior Tax Advisor, you will play a key role in leading our team of tax professionals to deliver top-notch tax solutions and advisory services to our high net worth clients.Key Responsibilities:Lead and mentor teams to deliver exceptional tax servicesDevelop and implement tax strategies to meet client needsManage client relationships and...

Tax Expert PositionWe are seeking a seasoned Senior Tax Accountant to enhance our tax services at Blue Signal, an award-winning executive search firm specializing in professional services. This role is integral to supporting complex tax processes and delivering precise, compliant, and timely filings for high-net-worth (HNW) clients.Key...

Job DescriptionThis is a unique opportunity to join a dynamic insurance brokerage firm as a Personal Lines insurance specialist. Our ideal candidate will have extensive experience working with high-net-worth clients, excellent communication skills, and a deep understanding of personal risk exposure.Key ResponsibilitiesClient Relationship Management: Build...

We are seeking a seasoned Personal Lines Insurance Professional to join our team at Insurance Search Specialists, where you will be responsible for managing high net worth client accounts. This is an excellent opportunity to advance your career in the insurance industry.The ideal candidate will have solid experience in personal lines insurance account...