- Bank of America (St. Louis, MO)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Senior Credit Underwriter, Global Wealth & Investment Management...appetite, policies, and procedures. **Responsibilities:** *Support loan growth through high quality underwriting activities *Build credibility by developing, deepening,… more
- Robert Half Finance & Accounting (Stamford, CT)
- …a small, specialized team. This role focuses exclusively on individual tax, supporting high - net - worth clients, CPA clients, and family offices. What you'll ... Description Senior Tax Associate - Individual Tax Focus Location:...a generous company match + Opportunity to work with high -profile clients in a small, supportive team environment Requirements… more
- Cherry Bekaert (Boston, MA)
- …knowledgeable review of complex individual and partnership returns + Build and serve our high net - worth individual clients with estate, gift and trust tax ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- Robert Half Finance & Accounting (Atlanta, GA)
- …on a diverse portfolio of complex tax engagements. These include tax preparation for high net worth individuals, partnerships, corporations, as well as gift, ... Description Senior Tax Associate - Public Accounting My client,...benefits, and a clear path for career advancement for high -performing professionals. Key Responsibilities: + Prepare and file complex… more
- Cherry Bekaert (Raleigh, NC)
- …middle-market clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Raleigh, NC market on a… more
- Citigroup (New York, NY)
- …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... The Audit Director is a senior level management position responsible for contributing to...contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in assets. Capital is sourced from institutional investors, family offices, and ultra- high - net - worth individuals. With a broad investment mandate spanning ... investment firm headquartered in San Francisco to hire a Senior Accountant. About the Firm Founded in 2010 by...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- CIBC (Boston, MA)
- …Wealth US** CIBC Private Wealth offers tailored wealth management solutions to high - net - worth individuals, families, foundations, and institutions. With a ... collaborative culture. **What you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. You… more
- Commerce Bank (Kansas City, MO)
- …Assist leadership to ensure complex reconciliations are completed accurately and timely to support high net worth clients across multiple business lines and ... coordinate and provide processing of backup during periods of high volume and staff absences for various functions of...for some roles. This compensation range is for the Senior Utility Specialist - Wealth Operations level job and… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... so, we have the perfect opportunity for you! **The Role:** As the Senior Director of Philanthropy at Providence Cedars-Sinai Tarzana Medical Center (PCSTMC), you… more
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