PRIVATE WEALTH MANAGER Fusco Personnel Inc.PRIVATE WEALTH MANAGERLatham, NY$90,000–$120,000 / yearFull timeFusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorDetroit, MI$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewWealth Management Analyst Vaco LLCWealth Management AnalystLouisville, KYResponsibilities Assist advisors with financial planning and investment management activities Prepare client meeting materials, reports, and presentations Analyze financial data and assist in developing personalized financial strategies Support portfolio reviews and investment research Maintain and update client records and financial information Coordinate account openings, transfers, and service requests Monitor client portfolios and prepare performance summaries Communicate with clients regarding account needs and documentation Stay informed on market trends, economic developments, and investment products Provide exceptional client service and administrative support Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or related field Recent graduates encouraged to apply Strong interest in financial planning, investments, and wealth management Excellent communication and relationship-building skills Strong analytical and problem-solving abilities Proficiency with Microsoft Excel and other Microsoft Office applications High attention to detail and organizational skills Ability to manage multiple priorities in a fast-paced environment Pursuit of CFP®, CFA®, or other industry certifications is a plus What We're Looking For A client-focused professional who enjoys helping others succeed financially Strong work ethic and willingness to learn Curious, coachable, and driven to grow professionally Positive attitude and collaborative mindset Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewSr Tax Manager JobotSr Tax ManagerScottsdale, AZ$130,000–$150,000 / yearA highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Manager (mostly Remote) JobotTax Manager (mostly Remote)Hanover, PARemote$115,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
NewTax Manager JobotTax ManagerDallas, TX$110,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewHNW/Private Client Tax Manager (Hybrid) JobotHNW/Private Client Tax Manager (Hybrid)Chicago, IL$125,000–$170,000 / yearRecognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine. The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future.
NewService Advisor - Wealth Management JobotService Advisor - Wealth ManagementBloomington, MN$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its advisors work collaboratively with clients and internal specialists to address investment management, retirement planning, tax strategy, estate planning, and other complex financial needs.
Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewSenior Tax Manager JobotSenior Tax ManagerLong Beach, CA$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are on the hunt for an experienced and dynamic Senior Tax Manager to join our fast-paced and growing Accounting + Finance team.
NewSenior Manager, Tax JobotSenior Manager, TaxNorthville, MI$120,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values.
NewAudit Manager - Public Accounting JobotAudit Manager - Public AccountingBethlehem, PA$120,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
NewTax Manager (Hybrid) JobotTax Manager (Hybrid)Allentown, PA$100,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our top 100 firm is seeking Job Details: We are a Top 100 CPA firm in the Finance industry seeking an experienced and enthusiastic Tax Manager (or Tax Senior with their CPA ready to take the next step) to join our dynamic team.
NewTax Manager - Trust, Estates, Gift Tax JobotTax Manager - Trust, Estates, Gift TaxMiami, FL$150,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Located in South Florida, we are a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit and complex Business Tax.
NewREMOTE Tax Manager (International Tax) - Top 100 firm JobotREMOTE Tax Manager (International Tax) - Top 100 firmIndianapolis, INRemote$95,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.
NewSenior Tax Manager - HNW Advisory (REMOTE) JobotSenior Tax Manager - HNW Advisory (REMOTE)Palo Alto, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewJR-45344 Wealth Operations Sr Specialist (Hybrid) Northwestern MutualJR-45344 Wealth Operations Sr Specialist (Hybrid)Milwaukee, WIResponsible for the day to day technical support of the FPS Investment Account Opening operations team to ensure quality and timely outputs are delivered to subscribers, as the services evolve with technology and product enhancements. Develops and provides technical training to Investment Client Onboarding and other FPS teams, including Service Development and User Support, to improve the overall service and experience that FPS delivers to the field.
NewProject Manager (Glass/Glazing) JobotProject Manager (Glass/Glazing)Blaine, MN$90,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Work closely with cross-functional teams, contractors, and stakeholders to ensure project adherence to budgets and timelines.
NewHNW Senior Tax Manager - Hybrid JobotHNW Senior Tax Manager - HybridFort Lauderdale, FL$120,000–$160,000 / yearPartnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.