Taxation Expert for High-Net-Worth Individuals

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...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're seeking a seasoned Advisor to High Net Worth Individuals to join our team and help us build a better personal finance experience.As a Senior Financial Advisor, you'll have maximum autonomy to...

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...

**About Us:**BDO USA, LLP is a leading accounting and advisory firm that delivers exceptional service and expertise to our clients. We are committed to building lasting relationships and helping our clients achieve their goals.**Job Description:**A Senior Tax Manager, Private Wealth Services is responsible for managing tax and consulting engagements,...

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...

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...

Sauron Home is revolutionizing residential security by harnessing the power of autonomous robots and self-driving cars to safeguard homes and families.Our Leadership TeamOur leadership team comprises veteran entrepreneurs and experts from renowned companies, including Zipline, Tesla, The Boring Company, and law enforcement special operations.We provide...

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 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 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...

About Our CompanyLeah Yosef International is a renowned leader in the ultra high net worth private client division, seeking a seasoned Senior Wealth Advisor to join our team.Opportunity OverviewWe are looking for an experienced professional to build and grow a client base through external networking and internal referral channels, as well as inherited assets...

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...

About the Role: We are seeking an experienced Premier Relationship Manager to join our team at River City Bank. The successful candidate will be responsible for building and maintaining strong relationships with high net worth clients, providing expert advice on cash management services and lending solutions.Key Responsibilities:Develop and execute...

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,...

Company OverviewBaker Tilly is a leading advisory, tax and assurance firm with a presence in major regions of the U.S. and global financial centers. The firm provides professional services through an alternative practice structure in accordance with applicable laws, regulations and professional standards.The company has a strong commitment to serving clients...

About Wintrust FinancialWintrust is a leading financial holding company with a unique approach to banking. Guided by its philosophy of delivering 'Better Results,' the company offers a community banking experience with the sophisticated resources of a large bank. With over 200 retail banking locations and various non-bank business units, Wintrust operates...

We are The Agency Recruiting, a boutique practice that specializes in serving High Net Worth Individuals, Small Business Owners, and S Corporations & Partnerships. Our team of experts is dedicated to providing highly accurate and thoughtful annual tax compliance, while also offering proactive tax consulting to help our clients plan and reduce tax...

At Ryan LLC, we are seeking an experienced Taxation Expert Consultant to join our Sales and Use Tax Consulting Practice in the western U.S.As a Taxation Expert Consultant, you will be responsible for developing, implementing, and executing tax services with your practice area. This includes working within the practice to develop new tax planning ideas,...

**Job Summary**We are seeking a senior estate planner to join our team and contribute to our mission of delivering exceptional wealth planning services to our clients. As a senior estate planner, you will be responsible for developing and implementing comprehensive wealth plans that address the complex needs of high net-worth and ultra-high net-worth...

Key Responsibilities:Lead tax-related projects from initiation to completion.Provide expert guidance on tax matters to clients and internal stakeholders.Ensure compliance with relevant tax laws and regulations.Maintain knowledge of tax policies, procedures, and best practices.RequirementsTo succeed in this role, you will need:A Bachelor's degree in...