High Net Worth Personal Lines Specialist

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...

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...

Key ResponsibilitiesBuild relationships with high-net-worth and ultra-high-net-worth individuals and families to expand the pre-qualified client base through referrals.Sell exclusive proprietary private equity investment products to high-net-worth and ultra-high-net-worth individuals and families.Originate and complete sales calls and presentations remotely...

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...

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...

About the RoleWe are seeking a highly skilled High Net Worth Client Manager to join our team at Palo Alto Staffing. This individual will be responsible for managing executive searches and providing exceptional service to our most discerning clients.The ideal candidate will have a proven track record of success in the staffing industry, with a demonstrated...

About Us: Offit Kurman is a nationally recognized law firm known for its dynamic culture and focus on delivering exceptional client service. We're seeking a seasoned trusts and estates attorney with a passion for serving high-net-worth clients.Key Responsibilities:First-chair draft basic and sophisticated estate planning documents, incorporating estate and...

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...

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 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...

In this key role, you will provide expert advice on trusts and estates matters to high-net-worth clients, leveraging your experience in estate planning and tax strategy.Estate Planning Expertise: Develop and implement comprehensive estate plans for high-net-worth clients, utilizing irrevocable trusts and other strategies.Client Relationship Management:...

Key ResponsibilitiesRecruit and hire top talent for family office positions, utilizing expertise in sourcing, screening, and securing exceptional candidates.Exercise discretion and confidentiality when working with ultra-high net worth clientele.Stay up-to-date on market trends and competitor activity, making informed decisions about recruitment...

We are seeking a seasoned Tax Senior to provide expert tax services to our clients. The successful candidate will have a strong background in tax compliance and tax planning, as well as experience working with complex entities such as S Corporations, Partnerships, C Corporations, and Trusts and Estates.Main ResponsibilitiesTax Return Preparation and Review:...

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...

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...

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 OverviewCyberCoders is a top 50 CPA advisory firm seeking an experienced tax professional to join our dynamic team. As a leading provider of tax services, we pride ourselves on delivering exceptional client service and building strong relationships with our high-net-worth individual clients.

We are looking for a skilled Personal Lines Account Manager to join our team in Los Angeles. As a key member of our team, you will be responsible for servicing high-net-worth clients and providing exceptional customer service.The ideal candidate will have experience managing complex accounts and a proven track record of success in the insurance industry. You...

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...