- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Management team. The firm is committed to delivering exceptional service to high - net - worth individuals and families, while fostering a culture of ... Responsibilities Client Relationship Management + Serve as a trusted advisor to high - net - worth clients, delivering personalized financial planning and… more
- Citigroup (New York, NY)
- …the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... and implementation of the optimal operating model within a high growth business. This role is responsible for the...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... use tax regulations and preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. * Exceptional attention to detail… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k v. $1mm). The Wealth...exposure to our senior leaders. You will work on high impact and global projects to further develop your banking… more
- Gavin de Becker & Associates (San Francisco, CA)
- …Be comfortable and have experience managing the day to day relationship and communications with high net worth clients and staff + Collaborate with senior ... + 3+ years of experience managing a residential security team for high - net - worth clients/at-risk clients + International or domestic field/travel… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Manager plays an essential role in supporting both the internal team and the firm's high - net - worth clientele. If interested in hearing more and for faster ... to detail. + Professional presence, with the ability to interact confidently with high - net - worth clients and senior leadership. + Positive, adaptable, and… more
- 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; ... of experience in the tax field; ideally working with high net worth clients. For...professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll… 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 ... powers of attorney. * Provide strategic gift and estate tax planning services for high - net - worth individuals and families. * Manage trust and estate… 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 ... 3 staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate… 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 ... Austin.royle@rhi. Requirements Requirements: Three plus years of accounting experience with exposure to high - net - worth tax, and the BS in accounting are… more