High+Net+Worth+CPA+Firm Jobs In US

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Jobs 1 to 21 of 124
FLATBED CDL LEASE PROGRAM HIGH NET 2020 TRUCKS

GT Express - Seattle, WA

: Please call us (888) 995-7053 Se Habla Espanol **$2,500 Sign-ON** Flatbed Drivers - .50 CPM & .52 CPM in 90 days! New Equipment & Flexible Home Time Locations Hiring In: Any State Except Hawaii?...

: Please call us (888) 995-7053 Se Habla Espanol **$2,500 Sign-ON** Fl...

6 days ago
6 days ago
High Net Worth Account Manager

Insurance Search Specialists - Calabasas, CA

High Net Worth Personal Lines Account Manager We are seeking a personal lines account manager for an independent insurance brokerage. You will be managing high net worth clients and working with a?.....

High Net Worth Personal Lines Account Manager We are seeking a persona...

2 days ago
2 days ago
Executive Personal Assistant

Ultra High Net Worth Individual - New York, NY

Telephone, email, written and in person communication with high-level contacts in philanthropy, the arts, education and medicine, as well as social contacts and staff. Ensure everyone feels well?...

Telephone, email, written and in person communication with high-level ...

11 days ago
11 days ago
Tax Senior - High Net Worth

Jobot - San Jose, CA

Minimum of three years of public accounting experience in taxation with focus on high net worth individuals and/or commensurate experience in corporate tax department CPA eligibility in the State of?...

Minimum of three years of public accounting experience in taxation wit...

175 days ago
175 days ago
Wealth Management Advisor - High Net Worth

Executive Success Partners - Naples, FL

If you possess significant wealth management business development and relationship management skills targeting high net worth and affluent clients, contact us directly. If you are passionate about?.....

If you possess significant wealth management business development and ...

58 days ago
58 days ago
Tax Partner - High Net Worth - Family Wealth Services

RSM - Seattle, WA

RSM is currently seeking an experienced Tax Partner to join our high net worth tax practice in Seattle. This role provides an opportunity to join a high performing practice where you will use your?.....

RSM is currently seeking an experienced Tax Partner to join our high n...

78 days ago
78 days ago
Private Equity High Net Worth Client Advisor

PE Firm - New York, NY

Our client is seeking an additional High Net Worth Client Advisor to join its Distribution Team. Your responsibility will be marketing to, and placing proprietary private equity products with, ultra?...

Our client is seeking an additional High Net Worth Client Advisor to j...

348 days ago
348 days ago
Personal Lines - High Net Worth Account Manager

Dexter & Company - Dallas, TX

Three+ years of experience with high net worth insurers such as Chubb, PURE, Cincinnati and AIG is highly desirable. Dexter & Company offers competitive salaries and comprehensive benefits and?...

Three+ years of experience with high net worth insurers such as Chubb,...

120 days ago
120 days ago
Financial Planner

Fidelity Investments - Marin, CA

Experience with High Net Worth clients * A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role ...

Experience with High Net Worth clients * A CFP is preferred; if you do...

1 days ago
1 days ago
Financial Consultant Program - Relationship Manager - San Francisco, CA

Fidelity Investments - San Francisco, CA

You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client?...

You are professional with a polished communication style compatible wi...

40 days ago
40 days ago
Financial Planner

Bender Lane Advisory, LLC - ,

JNB is a Registered Investment Advisory firm located in Albany, NY with a rapidly expanding family office and high net worth investment advisory practice. Job Summary Work directly with an account?.....

JNB is a Registered Investment Advisory firm located in Albany, NY wit...

5 days ago
5 days ago
Trust & Estate Paralegal Comp to $120K DOE

Robert Hadley Associates - ,

Candidate must have a minimum of 5 years of current law firm experience working with high net individuals and be thoroughly familiar with Planning, Probate and Administration. this is a fabulous time?...

Candidate must have a minimum of 5 years of current law firm experienc...

5 days ago
5 days ago
CPA/Tax Accountant (5+ minimum experience)

Chequers Financial Management - ,

We are a well-established Boutique Tax and Financial Planning firm providing high touch service to High Net Worth and Ultra-High Net Worth individuals and families in San Francisco. We are seeking an?...

We are a well-established Boutique Tax and Financial Planning firm pro...

63 days ago
63 days ago
Business Development Executive

Salt - ,

A business-critical need right now is to bring in a business development executive focused on driving new business and attracting high net worth individual clients to trade FOREX. This is a unique?.....

A business-critical need right now is to bring in a business developme...

14 days ago
14 days ago
Account Manager (Personal CFO/Family Office Services)

Intersect Capital LLC - ,

Coordinate all accounting functions for high-net worth individuals/family clients and their entities * Collaborate with outside advisors for consistent, uniform reporting * Prepare, review, and?...

Coordinate all accounting functions for high-net worth individuals/fam...

21 days ago
21 days ago
Tax Manager

Premier Financial Search - ,

Review complex returns for high net worth individuals, partnerships and corporations * Perform tax research for all types of federal matters * Work efficiently under time budget constraints and?...

Review complex returns for high net worth individuals, partnerships an...

2 days ago
2 days ago
Managing Director - Individual Property and Casualty (Personal Lines)

The Bensman Group - ,

Specializing in the high net-worth market for over 40 years, The Bensman Group's mission is to provide exceptional service and advice to our clients while maintaining the highest degree of integr...

Specializing in the high net-worth market for over 40 years, The Bensm...

7 days ago
7 days ago
Tax Preparer

Perrone & Associates - ,

We serve high net worth individual and corporate tax clients throughout Silicon Valley. You can learn more about our firm at www.PerroneCPAs.com. We are hiring part-time tax professionals to help?...

We serve high net worth individual and corporate tax clients throughou...

2 days ago
2 days ago
Family Wealth Associate Attorney

BCG Attorney Search - San Francisco, CA

Should have experience commensurate with their level in estate planning for high-net worth and ultra high-net worth individuals. Experience with family offices issues a plus. This highly successful?....

Should have experience commensurate with their level in estate plannin...

7 days ago
7 days ago
Executive Assistant

Squar Milner - San Francisco, CA

Our financial and accounting professionals provide high-end tax, accounting and consulting services to closely held businesses and SEC companies, their owners, and middle-to-high net worth?...

Our financial and accounting professionals provide high-end tax, accou...

27 days ago
27 days ago
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