- Robert Half Finance & Accounting (Albany, NY)
- …join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; ... and 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Robert Half Legal (Chicago, IL)
- …to collaborate with a team of attorneys and tax professionals, representing high - net - worth individuals, business owners, and entrepreneurs in various ... of attorney. * Provide strategic gift and estate tax planning services for high - net - worth individuals and families. * Manage trust and estate administration… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate tax… more
- City National Bank (Houston, TX)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... efforts to establish contact with targeted FAs and CPAs to use CNR's High Net Worth services using all means of communications, including phone, attendance… more
- City National Bank (Beverly Hills, CA)
- …Rochdale (CNR) client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth ... individuals and families. Provide analytical and financial support and expertise through technological tools and software. WHAT WILL YOU DO? * Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market… more
- Robert Half Finance & Accounting (Norwalk, CT)
- …- Boutique CPA Firm, Hybrid. Our client, a well-established CPA firm that focuses on high - net - worth clients, is adding to their team. The position will focus ... Requirements Requirements: Three plus years of accounting experience with exposure to high - net - worth tax, and the BS in accounting are necessary. CPA… more
- Zions Bancorporation (Houston, TX)
- …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services… more
- Citigroup (Coral Springs, FL)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market… more
- Wells Fargo (Charlotte, NC)
- …Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High - net - worth and Ultra - high - ... net - worth clients + Serve as the subject matter expert with strong investment acumen for the various components of the Alternative Investments platform + Work in a consultative internal desk environment with responsibility for specific regions, while… more
- Moss Adams LLP (San Francisco, CA)
- …solving complex and interesting business challenges. The Family Office Senior works with high - net - worth families to ensure their complex financial needs are ... basis, and manage/reconcile client data to identify and resolve issues for ultra- high - net - worth family units and related entities \(clients\) + Analyze… more