Posted 02/27/2024
Dallas, TX
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/27/2024
Fort Lauderdale, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 03/07/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 03/11/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 06/21/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/12/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/13/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/17/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/18/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 05/24/2024
Remote Position
Full-time
$80,000.00 - $110,000.00
Job Title: Tax Senior - HNWI Location: Remote anywhere in the US Salary: $80-110k Requirement: CPA required, 3+ Years Public Accounting Experience, Experience working with HNWI or Family Office We are...
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Posted 05/24/2024
Atlanta, GA
Houston, TX
Cincinnati, OH
San Francisco, CA
Chicago, IL
Full-time
$150,000.00 - $175,000.00
Job Title: Associate Tax Director - HNWI Location: Remote anywhere in the US Salary: $150-175k base + Bonus Requirement: CPA required, 7+ Years Public Accounting Experience, Experience working with HN...
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Posted 06/06/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/07/2024
Hybrid
Full-time
$60,000.00 - $110,000.00
Position Overview: The Financial Client Services Associate (Hybrid) is responsible for providing quality customer service and support to clients regarding Wealth Management, Investment Banking, and Re...
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Posted 06/21/2024
Horsham, PA
Full-time
$95,000.00 - $150,000.00
If you are a skilled Senior Tax Accountant with previous experience working for a CPA Firm or Wealth Management and are seeking a new opportunity where you can have a positive impact on a company and...
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Posted 06/21/2024
Tampa, FL
Full-time
$95,000.00 - $150,000.00
If you are a skilled Senior Tax Accountant with previous experience working for a CPA Firm or Wealth Management and are seeking a new opportunity where you can have a positive impact on a company and...
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Posted 05/29/2024
Remote Position
Full-time
$80,000.00 - $120,000.00
Job Title: Tax Senior Location: Remote anywhere in the US Salary: $80-120k Requirement: CPA or EA required, 3+ Years Public Accounting or Wealth Management Experience preparing and reviewing HNWI tax...
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Posted 03/04/2024
Tampa, FL
Full-time
$100,000.00 - $150,000.00
Position Overview: The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisors time. Strong leadership and project management skills are requi...
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Posted 03/05/2024
Tampa, FL
Full-time
$100,000.00 - $150,000.00
Position Overview: The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisors time. Strong leadership and project management skills are requi...
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Posted 03/06/2024
Tampa, FL
Full-time
$100,000.00 - $150,000.00
Position Overview: The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisors time. Strong leadership and project management skills are requi...
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Posted 04/19/2024
Hybrid
Full-time
$175,000.00 - $220,000.00
Job Title: Tax Director - HNWI Focused Location: Seattle,WA (flexible hybrid/remote) Salary: $175-220K base Requirements: Bachelor's degree in accounting and CPA required, at least 4 + years' experien...
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