Private Client Trusts - Stamford, CT

++We are working with an Am Law 200 firm seeking an associate with at least two years of trusts and estates experience to join their Greenwich office. · + ...

Fiduciary Tax Accountant with a minimum of three years' experience required. Must have extensive knowledge of Trusts & Estates practice and general knowledge of law firm practice and procedure. · ...

+If you are passionate about estate planning we encourage you to apply JD REQUIRED for this role A highly respected law firm is seeking a Trust & Estates Associate to join its Private Clients practice in Stamford CT This role works closely with Partners and serves high-net-worth ...

As a leading commercial bank we remain passionate about serving our clients and supporting our communities. · Benefit from robust development opportunitiesEnjoy meaningful work ...

Our client in the Lower Fairfield CT area has a Senior Tax Accounting opening on a potential consulting to full-time basis. There is flexibility for the work to be done on-site at one of their 3 locations or fully remote. · ...

This Senior Tax Associate will be a generalist within a large, sophisticated tax group, · supporting complex individual, trust, estate and closely held entity matters. · The role provides meaningful client exposure, · increasing autonomy and a clear path toward Manager-level resp ...

We are seeking a Senior Tax Accountant to provide exceptional tax services and compliance support to high-net-worth individuals and their families. · Ppreparing and reviewing tax returns for high-net-worth clients. · ,Analyzing detailed quarterly tax projections to recommend opti ...

We are looking for a seasoned Certified Public Accountant (CPA) to lead complex tax engagements and serve as a trusted advisor to business and individual clients. · 6+ years in a CPA firm tax environment. · Active CPA license (required). · Strong leadership and client management ...

This account manager will manage client relationships drive business growth collaborate with the team deliver exceptional results for clients. · Experience in Account Management Client Relations or Sales · Strong communication negotiation and interpersonal skills · ...

The company is a rapidly growing family office with headquarters in Connecticut and offices in Florida. · Assist with all activities pertaining to the general ledger including cash management/bill pay, bank reconciliations, journal entries, and monthly closes. · Prepare monthly f ...

Job summary · The Development Engagement Manager is the primary owner of the client relationship and the technical delivery of our projects.This role sits at the intersection of client partnership, product thinking, and engineering leadership- ensuring that what we build is align ...

ReferWell is a health tech company transforming access to care and elevating patient engagement. · Manage client relationships from onboarding to long-term nurturing. · Prioritize customer retention and identify upselling opportunities. · ...

We are seeking a Sales Associate to join our team at Kalon Capital. As a Sales Associate, you will be responsible for the entire sales process from origination to closing. · Pipeline Development and Management: · Sales Execution and Revenue Growth: · ...

This is an exceptional opportunity for a business development focused advisor to work with one of the world's most respected private client platforms, · Serve as a trusted financial partner to high-net-worth clients · Deliver tailored wealth, · , investment and estate planning ad ...

This role focuses on using social media and digital platforms to engage potential clients, · share helpful travel-related content, · and support a professional travel advisory business.The primary responsibility is creating and posting educational, · inspirational, · and informat ...

This is a full-time hybrid role for an Outside B2B Sales Lead based in Stamford, CT, with opportunities for remote work. The role involves developing and maintaining strong client relationships, identifying and engaging prospective customers, planning and executing sales presenta ...

The Client Technology Manager (CTM) is a high impact hands-on leadership role responsible for delivering our IT managed services to a portfolio of client accounts with the support of a dedicated technical team. · ...

This is a full-time role for a Managed Service Provider Senior Technician located in Stamford, CT. · The Senior Technician will be responsible for providing top-tier technical support and managing complex IT systems. · The role requires strong problem-solving skills and the abili ...

++We are seeking a Trusts & Estates attorney with 2-3 years of experience for our office in Stamford CT. · ...

This role focuses on using social media and digital platforms to engage potential clients, share helpful travel-related content, and support a professional travel advisory business. The primary responsibility is creating and posting educational, inspirational, and informational c ...