- Robert Half Finance & Accounting (San Francisco, CA)
- …serve as a key relationship manager and trusted advisor to a select group of ultra- high - net - worth individuals and families. This firm is known for delivering ... and tax planning concepts + Leadership experience in fast-paced, high -accountability teams + Proficiency with Microsoft Office; familiarity with CRM systems (MS… more
- US Bank (Nashville, TN)
- …Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …their wealth with their passions through holistic financial strategies. Trusted by high - net - worth families nationwide, the firm blends innovation, integrity, ... relationships and implementing holistic strategies + Advise on investments, estate, tax , insurance, and retirement planning + Prepare and present tailored financial… more
- Robert Half Legal (Chicago, IL)
- …administration, and business succession planning for moderate to high net - worth clients. Experience with gift and estate tax filings is preferred. This ... and asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift ...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. Robert… more
- TEKsystems (Quincy, MA)
- …company is seeking a Service Manager Consultant to join their elite team supporting high - net - worth individuals through a premium jet card program. This role ... Service Manager Consultant (Quincy, MA) Hybrid Schedule | High -Touch Client Experience | Strategic Problem Solving A...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more
- Actalent (Palm Beach Gardens, FL)
- …compliance with all relevant regulations and standards. + Provide exceptional customer service to high net worth clients, addressing their specific needs and ... a team of surveyors in conducting precise and detailed land surveys for high -end residential and commercial projects. Your expertise will ensure the accuracy and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …lower-risk assets. With capital sourced from institutional investors, family offices, and ultra- high - net - worth individuals, the firm is known for its ... in collaboration with the CFO and investment team. + Manage audit and tax coordination with fund administrators, external auditors, and tax professionals,… more
- TEKsystems (Quincy, MA)
- …We are seeking a Client Coordinator to deliver world-class service to ultra high - net - worth clientele in the private aviation industry. This entry-level ... growth in a fast-paced, luxury service environment. Key Responsibilities + Provide high -touch service via phone, email, and text + Coordinate flight logistics… more
- Robert Half Finance & Accounting (Chicago, IL)
- …support to a team of highly motivated Financial Advisors and their High - Net - Worth individual clients. Responsibilities: + Client onboarding, including ... Sweater weather. You know what else is awesome? A high -paying job that respects your work-life balance so you...and performance reporting + Client issue resolution + Gathering tax information for clients and assisting with tax… more
- University of Pennsylvania (Philadelphia, PA)
- …philanthropic leadership to foster and enhance relationships with our most significant Ultra High Net Worth (UHNW) individuals and esteemed volunteers. By ... a rigorous attention to detail. The role requires a high degree of discretion and poise when interacting with...for eligible health care and dependent care expenses with pre- tax dollars. + Tuition : Take advantage of Penn's… more