In Home Salesperson
worth, apply today....
worth, apply today....
for customized case design and illustrations In-house specialists in estate planning, business succession, high-net-worth...
, business succession, high-net-worth strategies, and valuations Marketing support, client event planning, and business...
, comfortable engaging senior executives and high-net-worth clients Deep knowledge of NYC cultural institutions, dining, wine...
locations (2) Fort Worth, TX Tacoma, WA Remote job No Telework eligible Yes—This position requires full-time in-office...
. Demonstrated track record of sales success. Experience managing a high net worth book of business. Ability to use: office...
Your Opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* We believe in the importance of in-office collaboration and fully intend for the selected candidate for this...
growth strategies for internal and external clients across institutional, retirement, high-net-worth, and retail market...
include: Review of complex C corp., S corp. and partnership income tax returns Review of high-net-worth individual returns...
, and partnership income tax returns Review of high-net-worth individual returns Research and draft memorandum involving tax matters...