wealth management Jobs

Posted 10/22/2024

Remote Position

Full-time

$120,000.00 - $150,000.00

We are an award winning wealth management & financial services firm with over $80 Billion in AUM and continuing to grow. We've been in business for over 25+ years and work exclusively with High Net Wo...

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Senior Associate Wealth Advisor - Top Ranked Independent Firm

Posted 08/29/2024

Parsippany, NJ

Full-time

$120,000.00 - $145,000.00

Job Title: Superintendent Location: Sarasota market Salary: $120k-$145k depending on experience w/ 20% bonus Requirement: 5+ years Custom Home/Luxury Estate single-family experience.($10M+ project exp...

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Client Service Associate

Posted 02/21/2024

Hybrid

Full-time

$50,000.00 - $85,000.00

We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join o...

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Tax Advisor (Salary up to $175,000)

Posted 08/08/2024

Hybrid

Full-time

$135,000.00 - $175,000.00

Job Title: Tax Manager Location : Boston, MA Salary Range : $135,000-$175,000 Requirements : Active CPA or EA, 8+ years tax production experience, financial planning environment experience, experience...

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Tax Advisor

Posted 09/25/2024

Houston, TX

Full-time

$85,000.00 - $95,000.00

Job Title: Tax Advisor Job Location: Houston TX (Onsite - 5 Days a week (hybrid option in future)) Job Salary: $85k - $95k+ Requirements: Active CPA license, Must have 3-4+ Years of Public Accounting...

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Senior Tax Advisor

Posted 10/01/2024

Hybrid

Full-time

$110,000.00 - $140,000.00

Job Title: Tax Advisor Job Location: Berkley, CA Area Job Salary: $110k - $140k Requirements: Active CPA license, Must have 2-4+ Years of Public Accounting Experience/Wealth Management Experience We a...

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REMOTE Senior Tax Advisor (Tax Manager)

Posted 07/17/2024

Livermore, CA

Full-time

$120,000.00 - $150,000.00

Job Title: Senior Tax Advisor (Tax Manager) Location: 100% Remote anywhere in the US (Must be based in the US) Salary: $120-150k DOE We are an independent wealth management firm headquartered in Minne...

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Remote Senior Tax Advisor (Tax Supervisor/Manager)

Posted 07/25/2024

Sacramento, CA

New York, NY

Chicago, IL

Des Moines, IA

Pittsburgh, PA

Full-time

$120,000.00 - $160,000.00

Job Title: Senior Tax Advisor (Tax Supervisor/Manager) Location: 100% Remote anywhere in the US (Must be based in the US) Salary: $120-160k DOE We are an independent wealth management firm headquarter...

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Remote Senior Tax Associate/Accountant

Posted 08/21/2024

Livermore, CA

Mountain View, CA

Stockton, CA

San Jose, CA

Pasadena, CA

Full-time

$80,000.00 - $120,000.00

Job Title: High Net Worth-focused Tax Senior Job Location: Fully Remote anywhere in California Job Salary: $80-120k DOE Requirements: Must have 4+ Years of Public Accounting Experience (with a CPA fir...

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