Tax Manager HNW - New York, New York, United States

+This role is focused on expansion of service & capabilities for comprehensive financial planning for HNW clients. · +Partners with leadership in the development of strategic direction and management of one or more new HNW client solutions. · Designs competitive and financially s ...

The Head of Philanthropy Services will design and oversee our philanthropic advisory capability. · ...

Opportunity for RIAs: Join a HNW Regional Bank · An established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have ...

HNW Personal Lines Account Executive · Overview · This role is responsible for managing a portfolio of high-net-worth personal lines business, serving as the primary point of contact for these clients. The successful candidate will be responsible for the full lifecycle of the acc ...

Description · Organization Description · Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing ...

+Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team · ...

Attract new HNW relationships to National Wealth Management firm. · ...

We are hiring an experienced tax manager for a respected public accounting firm in New York City. The ideal candidate will have strong background in high-net-worth (HNW) individual tax matters and corporate returns. · ...

Business Development Officer opportunity at a National Wealth Management firm in New York City to attract new HNW relationships to the firm. · Build and utilize a personal referral network of attorneys, accountants, bankers etc. to discover and on board prospects · Develop and de ...

We are a leading advisory firm and full-service accounting looking for motivated leaders to work with HNW individuals and privately owned small to mid-sized business.We have an intimate team setting that includes free snacks in our kitchen,a lounge area,team retreats, · ...

Build and maintain strong relationships with HNW individuals, family offices, and institutional clients. Educate clients on our offerings and the broader digital asset landscape. · ...

A High Net Worth Family Office with a diversified portfolio of investments is seeking a hands-on Senior Investment Accountant to join their lean, collaborative team. · The ideal candidate is resourceful, detail-oriented and comfortable working in a confidential fast-moving enviro ...

Morgan Stanley is a global financial services leader with three core businesses – Institutional Securities Group, Wealth Management, and Investment Management. We are seeking a high-potential Lending Transactor to help grow our Lending Transactors Team serving high net worth clie ...

We're Hiring: Senior Tax Associate | Private Client Services A respected firm is seeking a · Servicio para clientes privados con experiencia en · high-net-worth (HNW) and private client services. · This role is ideal for a tax professional passionate about providing personalized ...

· Senior Wealth Advisor/Relationship Manager · Boutique International RIA · We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their Ne ...

Description · We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our HNW customer segment and the J.P. Morgan Reserve card portfolio. As a Vice President, Card Product Strategy ...

Our client seeks an experienced tax professional to deliver strategic tax planning services to high-net-worth individuals. · ...

A Professional Services Firm based in New York City is seeking an experienced tax professional to join their high-net-worth team as Partner. · ...

As a PC Relationship Manager, you will acquire, maintain and grow profitable long-term relationships principally focused on HNW individuals resident in the North East Region. · ...

An Ultra High Net Worth Family Office with a diversified portfolio of investments is seeking a hands-on Senior Investment Accountant to join their lean collaborative team. · ...