Tax Manager, High Net Worth - Cleveland, OH - Cohen & Company

This role is for a Senior Institutional Wealth Consultant to manage high-value institutional and organizational clients. The consultant will provide strategic guidance and coordinate resources across the firm to deliver a seamless experience. · ...

Independent RIA seeks Senior Wealth Advisor to solve for next generation succession planning and join leadership team. · ...

Position Overview · PNC fosters an inclusive workplace culture where employees feel respected and valued. · Develops comprehensive tax, estate, and financial plans for high-net-worth individuals. · ...

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information. · Senior Wealth Advisor · About the Company · Prominent independent wealth management firm · Industry · Financial Services · Type · Privately ...

You will serve as the relationship leader on high-net-worth client accounts, partnering closely with the firm's lead advisor to deliver exceptional service, disciplined portfolio management and an experience clients genuinely feel. · Act as a trusted client-facing partner on comp ...

This role requires creating and managing loans and deposit products for high net-worth clients. The ideal candidate will have excellent client service skills and be able to work closely with financial experts to provide top-notch service. · ...

We are seeking a highly polished and service-focused professional to join our Owner Services team as an Owner Concierge. · ...

· The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. · This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. ...

As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth clients. · ...

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. · ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. · ...

Are you an experienced tax professional ready to lead teams, advise closely held businesses, and make a measurable impact? This role offers the opportunity to manage complex tax engagements... · ...

+Job summary · Calling all financial professionals looking for a role 100% focused on sales · +Responsibilities · Convert prospects to clients by showcasing the Fisher difference · Engage with high-net-worth prospects to evaluate their personal financial situation and provide sol ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is pro ...

Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. · ...

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. · 5+ years experience working in financial services · FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred · ...

· Our client is seeking a Tax Senior Manager. This role focuses on managing high-net-worth individual and business-owner client relationships, overseeing sophisticated tax engagements, and leading a team of tax professionals. · The ideal candidate brings deep experience in indiv ...

We are recruiting an Office Manager who will ensure seamless daily operations while delivering exceptional client service.The ideal candidate takes pride in excellence, interacts confidently with high-net-worth individuals, brings calmness under pressure, · and wants to help buil ...

The Individual Giving Manager serves on the site development team and shares responsibilities for achieving fundraising goals. This position is responsible for assisting the site in growing resources by developing strategies to increase annual revenue from individual investors. · ...

Prestamos asistencia a clientes con necesidades fiscales complejas. · Servir como principal asesor para clientes adinerados. · Revisar y super visar asuntos fiscales complejos. · ...

Tax Manager sought with a flexible CPA firm seeking an experienced tax advisor to assume a substantial book of clients. · ...