• Tax Staff Accountant - GK

    Gelfand Rennert & Feldman (Century City, CA)
    …of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + 3+ years working with CCH Axcess or Pro System Tax ... software is required + Proficiency at Microsoft Office, especially Excel and Word + Familiarity with AgilLink is a plus + CPA or CPA eligibility is highly preferred + Solid interpersonal skills and other key soft skills (ie, communication, time management,… more
    Gelfand Rennert & Feldman (06/07/25)
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  • Director of High Jewelry - Mid Atlantic Central

    Tiffany & Co. (Chicago, IL)
    …with market Client Relations leaders to develop and execute effective outreach for HNW clients. + Partner with Regional Client Relations teams to better understand ... local asks to proactively propose methods, tools and assets better answer their needs. + Partners with merchandising and Zone High Jewelry teams to meet and exceed client needs and expectations as it relates to HJ assortment. **Developing a community of High… more
    Tiffany & Co. (06/04/25)
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  • Philanthropy Officer, FSW Foundation (Collier…

    Florida SouthWestern State College (Fort Myers, FL)
    …Officer is charged with identifying, cultivating, soliciting and stewarding highnet-worth ( HNW ) individuals to secure significant financial support for FSW State ... College Foundation. This position manages a portfolio of extraordinary donors and prospects, develops and implements effective solicitation strategies, and fosters long-term relationships to achieve the College's philanthropic objectives. The Philanthropy… more
    Florida SouthWestern State College (06/03/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, ... trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the… more
    JPMorgan Chase (05/29/25)
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  • Wealth Market Manager - Irvine or Houston

    Zions Bancorporation (Irvine, CA)
    …the achievement of production goals, providing advice and guidance on team engagement for HNW and UHNW clients. + Ensure they are adhering to leading with financial ... planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure compliance with policies, procedures, and regulations. + Coordinate the development… more
    Zions Bancorporation (05/29/25)
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  • Sr. Consultant

    Robert Half Finance & Accounting (Horsham, PA)
    …Strong knowledge of tax, specifically tax planning for privately held companies and HNW individuals and families and US GAAP and financial statement preparation. * ... Experience with mergers, acquisitions, and business transitions is a plus. * Proficiency in QuickBooks and accounting software such as ProSystem fx Engagement. * Advanced skills in Microsoft Excel and familiarity with the entire Microsoft Office suite. *… more
    Robert Half Finance & Accounting (05/22/25)
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  • Outsourced Controller

    Robert Half Finance & Accounting (Horsham, PA)
    …accounting director (controller experience and/or heavy tax planning for HNW individuals/families and/or lucrative mid-sized businesses). As an Accounting Director, ... you will lead the accounting and advisory teams, focused on helping entrepreneurs and closely held business owners achieve financial success through growth, transition, and retirement across a range of services. You will ensure that the department delivers… more
    Robert Half Finance & Accounting (05/20/25)
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  • Citi Wealth - Head of Lending Solutions - Citi…

    Citigroup (New York, NY)
    …to control standards **Qualifications:** + 10+ years of lending experience in the UHNW, HNW and Affluent segments. + Experience as part of a high performing lending ... team and a desire to drive growth + Strong knowledge of financial markets, investments, banking and loan products + Excellent communication (written and verbal) and interpersonal skills + Detail orientation with strong analytical skills. + Ability to work… more
    Citigroup (05/14/25)
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  • Tax Manager - Public

    Robert Half Finance & Accounting (San Jose, CA)
    …* Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns. * Provide leadership and manage a team, ensuring ... efficient operations. * Work closely with clients to address and resolve their inquiries and issues related to tax. * Maintain CPA status in good standing and stay updated with the latest industry trends and regulations. * Handle the preparation and review of… more
    Robert Half Finance & Accounting (05/07/25)
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