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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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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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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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This talented team addresses pressing issues for our global clients and assists with advising on U.S.-based and local country matters including; international tax compliance, planning and structuring, cross-border transactions, transfer pricing and supply chain planning, international high net worth and global mobility.
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3-7 years minimum Personal Lines High Net Worth Account Management experience required. Candidates with experience with High Net Worth clients / Private Client encouraged to apply.
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Job Description:A Private Client Services (PCS) Experienced Tax Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$136,000 - $165,000Full-timeExpandUpdated Today - UpvoteDownvoteShare Job
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IoT – Deep experience in the internet conducting research and analysis as well as social media strategy that are significant in company outreach. Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods.
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Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.
$70,200 - $115,900 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Private Client - High Net Worth Account Manager. Manage a book of 100% High Net Worth business. Apply now, and our team at MGA will be delighted to arrange a brief call.
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Job Description:A Private Client Services (PCS) Tax Managing Director is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Preparing Tax Returns for high net worth individuals, S corporations, partnerships, and corporate income tax returns with a focus on the real estate industry. 5+ years of recent general income tax experience in a public accounting firm.
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As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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5+ years of experience in a professional services firm providing tax services to high net worth individuals and their closely held businesses, including 1+ year’s supervisory experience.
$86,220 - $182,770 a yearInternExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. They provide a tailored expertise to a defined book of affluent and high-net-worth clients.
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Prepare tax returns for high net worth individual, S corporations, partnerships and fiduciary income tax returns as well as estate and gifts tax returns. A leading regional CPA firm in Edison, New Jersey seeks a Senior Trust & Estate Tax Accountant (Can be fully remote or hybrid) with 4 plus years of experience to join the firm.
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high net worth jobs in Woodbridge, NJ
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