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Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
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Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
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Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. 100% CPA Firm Recruiting + M&A Consulting.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Preparing federal, state, and international income tax returns for high-net-worth individuals; Utilizing tax research tools, including LexisNexis and CCH, to provide tax compliance and consulting services to various clients.
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And distribution; theater, media and entertainment; high-net-worth; financial services; and professional services. With a team of nearly 700 professionals, the firm provides a full range of audit, accounting, tax and consulting services, with specialties in business continuity, international tax, forensic accounting, litigation support, technology, family office and financial advisory services.
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The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, and select cultural markets.
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A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. Works with complex High Net Worth Investors to create customized investment strategies.
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General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.
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Consult on complex matters for domestic and international corporate clients as well as high net worth individuals international. As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening US businesses.
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The opportunity is with a multi-disciplinary accounting, tax, and advisory firm that serves the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
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Our client is seeking a Tax Manager with 4 to 8 years of tax experience to provide tax strategy for High Net Worth / Family Office. Partner with stakeholders to provide tax oversight for high-net-worth individuals.
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5+ years current tax planning and compliance experience for High Net-Worth Individuals, Private Companies & Not-for-Profit entities in a CPA firm or Family Office. 5+ years current tax planning and compliance experience for High Net-Worth Individuals, Private Companies & Not-for-Profit entities in a CPA firm or Family Office.
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Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice and services to high-net-worth families with an emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private foundations and other aspects of wealth management.
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