Tax Director - HNW - 250k + Bonus - New York

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, · ...

About This Role · The Team: · The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the firm's most high-impact priorities. We are architects of growth, working across functions and markets to unlock opportu ...

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 ...

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

This hybrid role offers a collaborative culture, strong growth potential and excellent benefits. · ...

Senior Wealth Strategist opportunity in New York to join established Wealth Planning Team at top-tier financial services firm. · Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planning · Provide consultation ...

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. · ...

Prominent Wealth Management Firm seeks Jr. Relationship Manager in New York City to support Sr. Relationship Manager in servicing HNW/UHNW clients with a focus on high-touch relationship management · Work in a collaborative team environment to manage client portfolios and impleme ...

+The Company: A High Net Worth Family Office with a diversified portfolio of investments is seeking a hands-on Senior Accountant to join their lean, collaborative team.+Record, track, and reconcile investment activity across hedge funds, private equity, real estate, and other alt ...

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 client is seeking a Tax Manager for their Family Office in Long Island. The ideal candidate will have experience in tax preparation and review. · * Prepare and review individual, corporate, partnership, and trust tax returns* Identify industry- or client-specific tax issues* ...

The Marketing Manager Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farther's priority growth segments. This is a high-impact role offering immediate ownership, combining sophisticated segment strategy with hands-on end-to-end executio ...

Our client is seeking an experienced tax professional to deliver strategic tax planning, compliance, and advisory services to high-net-worth individuals. · ...

This is a rare opportunity to step into a high-impact role at the center of a sophisticated wealth planning platform. · Research and interpret regulatory developmentsEvaluate third-party planning technology preferred(eMoney) ...

A sophisticated Trusts & Estates practice serving HNW and UHNW individuals and families is seeking an Associate. · The associate will work directly with partners on planning strategy structuring execution rather than in a narrow or purely supportive role. · ...

This is a rare opportunity to step into a high-impact role at the center of a sophisticated wealth planning platform. · Drive the operational and analytical backbone of the firm's wealth planning offering · Research and interpret regulatory, legislative, and industry developments ...

Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development. · Work in a collaborative team enviro ...

+This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team · Leveraging the views established by the firm's institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recomm ...

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