High Net Worth Account Manager
3 weeks ago
The Private Client Group Relationship Manager at Amerantbank is responsible for developing and managing a client book of business with a focus on the domestic professional segment.
This role involves leveraging market knowledge to ensure delivery of high standards of service, strengthening customer loyalty, and maintaining a dedicated, high-touch service and professional relationship.
Key responsibilities include:
- Assessing customer goals and needs
- Providing comprehensive advice on banking products
- Optimizing cross-selling opportunities
- Preparing proposals based on clients' objectives
- Coordinating client meetings with product specialists
- Identifying potential customer issues and channeling them with responsible units for resolution
Amerantbank is committed to delivering exceptional service to its high-net-worth customers. To achieve this, we seek an experienced relationship manager who can develop, expand, and retain a book of business while ensuring compliance with relevant laws, regulations, and internal policies.
Compensation:
We offer a competitive salary range of $120,000 - $180,000 per year, as well as opportunities for professional growth and development.
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High Net Worth Tax Manager
3 weeks ago
Tampa, Florida, United States Jobot Full time**Job Description:**We are seeking a highly motivated Senior Tax Manager to join our team at Jobot. As a Senior Tax Manager, you will be responsible for providing comprehensive tax planning and advisory services to high net worth individuals and their related entities.In this role, you will have the opportunity to work with a variety of clients, developing...
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High Net Worth Tax Strategist
13 hours ago
Tampa, Florida, United States Jobot Full timeWe are a mid-sized firm seeking a dynamic and experienced Tax Director - High Net Worth to join our prestigious finance team.About the RoleThis is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance.The successful candidate will be responsible for...
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High Net Worth Tax Advisor
3 days ago
Tampa, Florida, United States Jobot Full timeJob Summary">We are seeking a highly experienced Tax Director - High Net Worth (Partner Path) to join our prestigious finance team. As a key member of our team, you will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients.">Key Responsibilities">">Provide comprehensive tax planning and advisory...
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Senior Tax Manager
14 hours ago
Tampa, Florida, United States Jobot Full timeCompany OverviewA regional firm is looking for a Senior Tax Manager to join their team. As a partner in the firm, you will be responsible for providing comprehensive tax planning and advisory services to high net worth individuals and their related entities.ResponsibilitiesThe ideal candidate will have a bachelor's degree in Accounting or a related field and...
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High Net Worth Tax Leader
3 weeks ago
Tampa, Florida, United States Jobot Full timeResponsibilities: Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial...
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Senior Tax Manager for High Net Worth Clients
3 weeks ago
Tampa, Florida, United States Jobot Full timeAbout the RoleWe are seeking a seasoned Tax Manager to join our team, focusing on high net worth individuals and their related entities.ResponsibilitiesProvide comprehensive tax planning and advisory services to high net worth clients.Oversee all aspects of tax compliance, including tax return preparation and review.Develop tailored tax strategies to...
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Tax Director
4 weeks ago
Tampa, Florida, United States Jobot Full time**About Us**We are a prestigious finance team at Jobot, seeking a dynamic and experienced Tax Director - High Net Worth (Partner Path). This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance.The successful candidate will be responsible for providing...
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Tax Director
3 weeks ago
Tampa, Florida, United States Jobot Full timeAbout the RoleWe are seeking a highly experienced Tax Director - High Net Worth (Partner Path) to join our prestigious finance team. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance.The successful candidate will be responsible for providing...
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High Net Worth Tax Advisor
3 weeks ago
Tampa, Florida, United States Jobot Full timeAs a Tax Director at Jobot, you will play a crucial role in developing and implementing tax strategies for high net worth individuals and families. Your expertise will be essential in minimizing tax liabilities and optimizing financial outcomes.Responsibilities:Provide customized tax planning and advisory services to high net worth clients.Lead tax...
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Tax Director
6 days ago
Tampa, Florida, United States Jobot Full timeJob OverviewThis is a dynamic opportunity for a seasoned tax professional to leverage their expertise in high net worth client service and contribute to the growth and success of our prestigious finance team.Key ResponsibilitiesProvide comprehensive tax planning and advisory services to high net worth individuals, families, and related entities.Oversee all...
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High Net Worth Tax Expert
3 weeks ago
Tampa, Florida, United States Jobot Full timeWhy Choose Us?We offer a competitive salary range of $110,000 - $180,000 per year, along with medical, dental, and vision insurance, a 401K match, and hybrid flexibility. Our firm is committed to delivering exceptional client service and contributing to the growth and success of our team members.Responsibilities:As a Senior Tax Manager, your key...
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High Net Worth Tax Consultant
3 weeks ago
Tampa, Florida, United States Jobot Full timeEstimated Salary: $170,000 per yearTax Advisory Role OverviewWe are seeking a seasoned Tax Manager to join our team, responsible for providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.Key Accountabilities:Ensure timely and accurate tax return preparation and review.Develop customized...
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High-Net-Worth Estate Advisor
3 weeks ago
Tampa, Florida, United States Collaborative Vision LLC Full timeEstimated Salary: $150,000 - $200,000 per yearAbout the OpportunityThis is a unique chance to apply your expertise in estate planning, business succession, and tax strategies while maintaining a healthy work-life balance.The successful candidate will possess a JD degree or substantial experience in trust administration, business planning, or estate planning,...
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High Net Worth Tax Planning Specialist
3 weeks ago
Tampa, Florida, United States Jobot Full timeJob OverviewThis is a dynamic and challenging role that requires a strong understanding of tax accounting, tax law, tax planning, tax advisory, and tax compliance. The ideal candidate will have a proven track record of delivering exceptional client service and a passion for serving high net worth individuals and families.The successful candidate will be...
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Compliance and Advisory Manager
3 weeks ago
Tampa, Florida, United States Jobot Full timeTax Compliance and Advisory ServicesWe are seeking an experienced Tax Professional to join our team at Jobot as a Compliance and Advisory Manager. In this role, you will be responsible for providing tax planning and advisory services to high net worth individuals and their related entities.About the PositionThis exciting opportunity requires a seasoned Tax...
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Senior Tax Advisor
3 weeks ago
Tampa, Florida, United States Jobot Full timeResponsibilitiesProvide comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.Oversee all aspects of tax compliance, including the preparation and review of tax returns and projections.Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes for...
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Director of Tax Services
3 weeks ago
Tampa, Florida, United States Jobot Full time**Wealth Management Opportunity:**Join our team at Jobot as a Tax Director - High Net Worth (Partner Path) and take your career to the next level. As a member of our finance team, you will have the opportunity to work with high net worth individuals, families, and their related entities.**Key Responsibilities:**Provide comprehensive tax planning and advisory...
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High-Risk Merchant Account Strategist
3 weeks ago
Tampa, Florida, United States Payzli Full timeAbout This OpportunityWe are seeking a seasoned payment industry executive to spearhead the development and growth of our high-risk merchant account channel.This is an exciting opportunity for a strategic thinker who can leverage their extensive network and expertise to identify, engage, and onboard high-risk merchant partners.The ideal candidate will have a...
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Senior Tax Advisor
3 weeks ago
Tampa, Florida, United States Jobot Full timeJob OverviewA highly experienced Senior Tax Advisor is sought after by Jobot to lead our Tax Services team. As a key member of our advisory team, you will provide comprehensive tax planning and advisory services to high net worth individuals and their related entities.About the RoleThis exciting opportunity requires a seasoned Tax Professional with a passion...
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Senior Tax Professional
3 weeks ago
Tampa, Florida, United States Jobot Full time**Job Summary:**We are seeking a highly skilled Senior Tax Manager to join our team at Jobot. As a Senior Tax Manager, you will be responsible for providing expert tax planning and advisory services to high net worth individuals and their related entities.In this role, you will have the opportunity to work with a variety of clients, developing and...