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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.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area! As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Design and implement innovative strategies to identify, cultivate and solicit high-net worth donors for major gifts ($25K and above). The Director of Major Gifts will be responsible for identifying strategic opportunities, developing, and implementing initiatives to identify, cultivate and solicit high-net worth donors to ensure a strong base of perpetual financial support.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Experience with complex tax situations and understanding of high-net worth clients. Manage client relationships (client focus is high-net-worth individuals) Our client is looking for an experienced and professional Tax Manager to join their office in Washington, DC. The successful candidate is highly engaged, detail oriented and client focused, with the understanding of high standards and the significance of their role as trusted advisers building relationships.
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Job Duties:A Private Client Services (PCS) Tax Senior 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.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Powers of attorney, health care proxies, living wills; client meetings to develop estate plans for high net worth individuals, and supervise execution of documents. Estate and Trust Administration/Probate - All facets of estate and trust administration, including drafting petitions and preparation/review of accountings and receipts and releases.
Part-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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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.
InternExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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The VP HNW Investor Relations will utilize their skills in relationship-management, finance, public relations, marketing, and capital raising to oversee, support and grow existing Bell HNW relationships, as well as market Bell Partners funds to potential high-net-worth individuals, family offices and wealth management advisors.
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Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform complex individual, partnership, S-Corp, trust, estate, gift and state tax returns.
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Interface with prospective donors (Fortune 500 companies, prominent foundations, high net worth individuals) via phone, video conference, in person, and through email. Join a fast-paced office environment with a dynamic and talented team of professionals who are passionate about our high-profile clients and iconic organizations across history, education, military/veterans, memorials/museums, and projects that attract patriotic philanthropy.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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5+ years experience in tax accounting with an emphasis on corporate tax and high net worth self-employed individuals. 5+ years experience in tax accounting with an emphasis on corporate tax and high net worth self-employed individuals.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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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, closely held business and family business clients - all with the resources, environment, and support to help you excel.
$25Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Minimum of 4-5 years’ experience with a financial institution focusing on high net worth client service and sales. Actively support Client Teams in delivering consistently high-quality banking, credit, trust, fiduciary, and investment services to the most complex Private Bank clients.
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high net worth jobs in Arlington, VA
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