- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: ... three times What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups… more
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... difference for future generations. Job Summary: Wealth Management Client Manager The Wealth Management Select Client Manager ...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... The Wealth Management Select Client Manager (CM) is a critical role leading our...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- HSBC (Miami, FL)
- …focused on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager -Southern Cone you will: + Combine client relationship ... and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term...Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + At least 5 years of… more
- Zions Bancorporation (Heber City, UT)
- …** in **Heber City, Utah.** This role acts as the principal account and relationship manager for high net - worth clients. **Private Banking** brings the ... the personal, professional, and philanthropic goals of the bank's high net worth clients. **Ideal...**:** + Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.… more
- HSBC (New York, NY)
- …communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term relationships principally focused ... on HNW and UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's what you can expect:… more