- Robert Half Finance & Accounting (Boston, MA)
- …knowledge of 1040, 1041, Partnerships, S-Corps, and 1099 + Experience in individual clients, high net worth individuals, trust & estates, state tax, and ... are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts....eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Coldstream Wealth Management (Bellevue, WA)
- …The ideal candidate will have broad and deep experience counselling high - net - worth families regarding their entire financial situation, ... Coldstream, one of our Bellevue teams is looking to add a Wealth Manager (advisor) who will contribute to continued growth through business development activities… more
- AIG (Boston, MA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... customers to manage risk. Join us as a Program Manager to play your part in that transformation. It's...as a valued member of the team. A Program Manager is highly motivated, results oriented problem solver who… more
- MetaOption, LLC (Acton, MA)
- …all federal and state regulations + Manage full accounting and tax cycles for high - net - worth clients across multiple industries + Represent clients in IRS ... Tax Manager Skills: tax accountant, tax manager , tax director Experience level: Mid Level (5-8 yrs exp.) Experience required: 8 Years Education level: All… more
- Bank of America (Vancouver, WA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Los Angeles, CA)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... Private Client Manager II Los Angeles, California **To proceed with...+ Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… 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 ... 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 hybrid schedule (average… more
- HSBC (Irvine, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the… more
- HSBC (Beverly Hills, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the… more