- Deloitte (Jacksonville, FL)
- …and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to ... motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax ...Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …problems for clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- KeyBank (Palm Beach Gardens, FL)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. Fulfills Key's… more
- JPMorgan Chase (Palm Beach, FL)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... you will focus on addressing the wealth needs of High Net Worth and Ultra...investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident,… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Comerica (Palm Beach Gardens, FL)
- …our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to ... and are focused on the customer.Position Responsibilities: Manages Ultra High Net Worth relationships in...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and… more
- Guardian Life (Tallahassee, FL)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...+ Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well… more
- Truist (Tampa, FL)
- …is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and ... manager, or other investment-related activities with a focus on high net worth clients. 3....dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Williams Parker (Sarasota, FL)
- …planning, tax planning, and probate and trust administration matters with high - net - worth clients. + Possess an enthusiastic attitude with demonstrated ... carefully address and answer all questions pertaining to estate planning, tax planning, business succession, charitable giving, and retirement planning goals. This… more