Strategic Tax Advisor for High Net Worth Clients - New York - beBeeRealEstateTax

Drive strategic integration and client experience for high net worth card products partnering with Private Banking and Wealth teams to deliver exceptional service and business growth. · Act as the primary liaison and subject matter expert for HNW/UHNW card products across banking ...

Drive strategic integration and client experience for high net worth card products partnering with Private Banking and Wealth teams to deliver exceptional service and business growth. · ...

We are seeking a Private Banking Card Integration Vice President to champion the adoption and integration of high net worth card products across our wealth management segments. · ...

A sophisticated private client practice is seeking a Trusts & Estates Associate or Senior Associate to advise high-net-worth individuals on estate, tax, and wealth-transfer planning. · This New York role offers advanced planning work, collaboration, · and long-term growth. ...

Wealth Strategist position at an Independent RIA seeking Senior Wealth Advisor to manage ultra high net worth client relationships. · Manage all aspects of ultra-high net worth client relationships with complex estate and tax planning strategies. · Work in tandem with the Interna ...

We are seeking ambitious professionals with strong backgrounds in sales, business development, and relationship management. As a Wealth Advisor you will serve as a trusted partner to high-net-worth clients building enduring relationships based on deep understanding of their value ...

A leading law firm in New York City is seeking a Private Client Services Associate to join its growing trusts and estates practice. · This role offers the opportunity to work closely with high-net-worth individuals and families on sophisticated estate planning matters in a collab ...

+Wealth advisor sought to manage high-net-worth clients portfolio. · +Manage and grow a portfolio of high-net-worth clientsProvide comprehensive wealth management solutions including investment advisory trust estate planning credit banking servicesCollaborate with internal partne ...

· Immediate Need: · Top Private Equity Firm seeks exceptional Executive Assistant for senior-level executives working with high-net-worth clients.This high-visibility role offers meaningful responsibility in a fast-paced environment. · ...

A boutique private wealth advisory team is seeking a Client Service Operations Manager to support high-net-worth and ultra-high-net-worth clients. · ...

We are seeking an experienced and detail-oriented Tax Manager to join our team. The ideal candidate will have a strong background in public accounting with a focus on high-net-worth clients. · ...

A highly regarded law firm seeks a Private Client Services Associate in its nationally recognized practice. · Draft and implement advanced estate planning structures. · Advise on transfer tax and related income tax matters. · ...

We are an independent full-service, · international brokerage firm covering all lines of insurance for a wide variety of corporations, · individuals and families. · ...

+One of my best clients is seeking strong tax managers / senior managers / directors. · +Taxation experience for ultra-high net worth individuals and their trusts and estates · ...

The Wealth Consultant identifies, engages, acquires and retains high net worth clients and prospects in · holistic wealth management planning.Serves as primary relationship manager for high net worth clients and families, · while coordinating advice with other members of the Wea ...

Job summary:A Multi-Family Office seeks a Portfolio Manager to partner with the CIO in providing overall investments strategy, thoughtful analysis, research and due diligence with a strong focus on Option Strategies and Single Stock names. · CFA or CAIA · ...

The Tax Manager will oversee the preparation and review of complex tax returns, manage client relationships, and collaborate closely with the advisory team to deliver proactive, strategic tax guidance. · This is an opportunity to join a collaborative environment that values preci ...

A sophisticated multi-office commercial law firm is seeking a lateral partner or senior attorney with 8+ years of experience to join its Taxation and Estates practice in New York City.The firm specializes in corporate, real estate, intellectual property, entertainment, technology ...

We are a partnered with a boutique CPA firm focused on providing personalized tax and advisory services to high-net-worth individuals and their businesses.The ideal candidate will manage complex tax engagements for high-net-worth individuals and their associated entities while me ...

We are hiring a Senior Tax Associate to join our team at Botwinick & Company. The ideal candidate will have a Bachelor's degree in accounting, CPA certification or progress toward CPA preferred, minimum 5 years of tax accounting experience. · Prepare and review federal, state, an ...

Wealth management advice to ultra-high net worth clientele (50M+ level) with a focus on estate and tax planning. · ...