Tax Director High Net Worth - New York, United States - Spartan Placements, LLC

Tax Senior- High Net Worth

2 weeks ago

National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management DivisionDescription:Major responsibilities include, but are not limited to:Prepare tax returns and income tax projections, estimated tax vouchers, and extension formsResea ...

Tax Senior- High Net Worth

22 hours ago

National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division · Description: · Major responsibilities include, but are not limited to: · Prepare tax returns and income tax projections, estimated tax vouchers, and extension f ...

Ultra High Net Worth

2 weeks ago

Description · UHNW, HNW Relationship Manager · Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We' ...

Ultra High Net Worth

2 weeks ago

-Job description · UHNW, HNW Relationship Manager · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers ...

Tax Director High Net Worth

1 week ago

Tax Director- High Net Worth · Tax Director Qualifications 9+ years of relative experience · High-Net-Worth, Trusts and Estates and/or International · Offers interesting and complex clients, a deep team of professionals to support client needs · Spartan Placements is an equal ...

Ultra High Net Worth Relationship Manager

3 days ago

-Job description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...

INSURANCE ONLY - Experienced Full High Net Worth Personal Lines Account Executive - DC12745

2 weeks ago

INSURANCE ONLY - Experienced Full High Net Worth Personal Lines Account Executive opening for a Suffolk County Long Island, NY agency Very busy HNW personal line agency. Superior written and verbal communication skills required as well as excellent common sense and consistent wor ...

High Net Worth Marketing Account Executive

3 days ago

Overview · Grow With Us At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious HNW Marketing ...

Financial Advisor

1 week ago

I've Partnered with a high-end boutique Investment firm that is looking to add a skilled Financial Advisor to their team. They're targeting a Financial Advisor with an existing book of business with clients with an average net worth of at least $1 million. · Responsibilities: · B ...

Certified Financial Planner CFP

16 hours ago

Certified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certifie ...

Senior Client Service Associate

1 week ago

Senior Client Service Associate · Billion+ Independent Wealth Management Firm · Stamford, CT · Overview · Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client S ...

Tax Manager at Family Office

1 day ago

Ready to join a Family Office with a Great Quality of Life? · We are working on a Tax Manager Opportunity at a Family Office in New York City whose main mission is to build a legacy of giving back. This Family Office is like no other. In this role, you will be responsible for a w ...

Wealth Management Analyst

2 weeks ago

Russell Tobin & Associates is looking for a Financial Analyst to work for one of our clients, a leading global investment firm out of New York City Apply now · This member will play a crucial part in providing excellent client services, along with portfolio management and repor ...

Senior Luxury Travel

3 weeks ago

Who Are We · A leading luxury travel and lifestyle concierge service with a member base of HNW and UHNWI who expect the highest levels of service and product knowledge whether it be for a short break in New York or a fully laden itinerary through Europe · The Person · You are a ...

Wealth Advisor III

1 week ago

ESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.* Meet revenue growth, profitability and cl ...

Registered Nurse Care Manager

3 weeks ago

Alliance Homecare has an established reputation as the premier long-term home care provider in the New York Metropolitan market that sets the highest level of standard within the industry. We are now looking to expand our elite nursing services within in-home care for high-net-wo ...

Midlevel Corporate Tax Associate

22 hours ago

Prestigious international law firm is seeking an ambitious and energetic Midlevel Associate to join its growing Tax team in New York (though qualified candidates may be considered for positions in other U.S. locations). · Associates at this Am Law 100 firm will have the opportun ...

Wealth Manager

3 weeks ago

Wealth Advisor, Independent RIA · New Jersey · Overview · Boutique, Independent Wealth Management Firm seeks a Wealth Advisor in Essex County, NJ to inherit a client book of ~40m+ AUM from the Founding partner. · Highlights · The founding partner is focused on growth and seeking ...

Assistant Vice President, Specialist, Sports, Trading Cards

2 weeks ago

Sotheby's Modern Collectibles and Sports Memorabilia Department is seeking a Card Specialist to join our dynamic team, focusing on helping drive the growth of our position in the global sports memorabilia market, with a particular focus on developing online collectibles sales. Yo ...

Associate Attorney

3 weeks ago

A growing mid-size east coast law firm, are a mid to senior level Trusts and Estates Associate to join its Private Client Services group. · Our client are seeking an experienced Trusts and Estates Associate with 3-7 years of experience in estate planning and administration. The i ...