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Most recent job postings at networthlist
via LinkedIn
posted_at: 1 day agoschedule_type: Full-timework_from_home: 1
Francis King is working with a c $2bln aum Real Estate Investment Manager, looking to grow their high net worth individual LP base
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals
Francis King is working with a c $2bln aum Real Estate Investment Manager, looking to grow their high net worth individual LP base
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals with a strong network of fundraising either from a private equity real estate fund or brokerage, and can be based anywhere across the US
Base salary will be variable (likely up to $150k base for the first year), with 3% commission for assets raised
Candidates will need to be fully licensed (Series 7/ SIE Show more details...
The commercial/ multi family real estate offering 54% gross IRR on all realized investments across a 20 year track record across value-add and opportunistic investments, and they are growing their portfolio across the US with the need to raise capital...
I am looking for experienced Real Estate Private Equity sales professionals with a strong network of fundraising either from a private equity real estate fund or brokerage, and can be based anywhere across the US
Base salary will be variable (likely up to $150k base for the first year), with 3% commission for assets raised
Candidates will need to be fully licensed (Series 7/ SIE Show more details...
via LinkedIn
posted_at: 4 days agoschedule_type: Full-time
The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors
The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
Special Working Conditions:
• Fast paced, multi-tasking environment.
• Travel is required.
Important Notice:
• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
Click here for some insight into our culture Show more details...
POSITION SUMMARY:
• The Advisor, Private Risk sells new accounts and renews existing accounts... in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
Special Working Conditions:
• Fast paced, multi-tasking environment.
• Travel is required.
Important Notice:
• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
Click here for some insight into our culture Show more details...
via LinkedIn
posted_at: 3 days agoschedule_type: Full-time
High Net Worth Mobility Tax Manager
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll
High Net Worth Mobility Tax Manager
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll do
• Manage client relationships and providing consultative services while exceeding expectations.
• Identify engagement opportunities and coordinate with engagement leadership to deliver the breadth of Global Employer Services to the client.
• Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services.
• Sign individual income tax returns for executives and high net worth clients
• Collaborate with client engagement leaders to address budgeting, billing, management, and engagement team deployment.
• Be responsible for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Global Employer Services mobility tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services.
Qualifications
Required
• 5+ years of experience in global mobility compliance or personal income tax and compliance
• Experience in Managing people, Client Interactions and Sales
• Experience with individual income tax returns compliance and consulting for high profile executives or high net worth clients
• Experience with Excel, Microsoft PowerPoint, QlikView, and Tableau
• Bachelor's degree
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible, one of the other designations listed below based on role requirements and business approval:
• Licensed Attorney
• Enrolled Agent
• Global Professional in Human Resources (GPHR)
• Certified Equity Professional (CEP)
• Certified Employee Benefits Specialist (CEBS)
• Certified Pension Consultant (CPC)
• Certified Payroll Professional (CPP)
• Project Management Professional (PMP)
• Workday Certification
Preferred
• Master's degree or equivalent in a related field
• Global experience (foreign language skills, lived/studied abroad, strong cultural awareness)
• Strong analytical, consultative, quantitative, and project management skills
• Strong communication (verbal & written) and presentation skills
• Attention to detail with a focus on quality; and deadline and results-driven
• Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency
• Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,600 to $227,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
gestax Show more details...
Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said "Yes!" and this is your... passion, we have the perfect career for you!
Work you'll do
• Manage client relationships and providing consultative services while exceeding expectations.
• Identify engagement opportunities and coordinate with engagement leadership to deliver the breadth of Global Employer Services to the client.
• Supervise the daily operations of your engagement teams and their delivery of compliance and consulting services.
• Sign individual income tax returns for executives and high net worth clients
• Collaborate with client engagement leaders to address budgeting, billing, management, and engagement team deployment.
• Be responsible for the development and motivation of the engagement team.
The Team
At Deloitte Tax LLP, our Global Employer Services mobility tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. In addition to managing compliance, the practice consults clients to develop international assignment programs and policies and to minimize tax obligations through the use of effective tax planning. Learn more about Deloitte Tax Global Employer Services.
Qualifications
Required
• 5+ years of experience in global mobility compliance or personal income tax and compliance
• Experience in Managing people, Client Interactions and Sales
• Experience with individual income tax returns compliance and consulting for high profile executives or high net worth clients
• Experience with Excel, Microsoft PowerPoint, QlikView, and Tableau
• Bachelor's degree
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible, one of the other designations listed below based on role requirements and business approval:
• Licensed Attorney
• Enrolled Agent
• Global Professional in Human Resources (GPHR)
• Certified Equity Professional (CEP)
• Certified Employee Benefits Specialist (CEBS)
• Certified Pension Consultant (CPC)
• Certified Payroll Professional (CPP)
• Project Management Professional (PMP)
• Workday Certification
Preferred
• Master's degree or equivalent in a related field
• Global experience (foreign language skills, lived/studied abroad, strong cultural awareness)
• Strong analytical, consultative, quantitative, and project management skills
• Strong communication (verbal & written) and presentation skills
• Attention to detail with a focus on quality; and deadline and results-driven
• Capable of working within large, complex engagements and able to work efficiently and with a sense of urgency
• Leadership skills in managing client relationships and the ability to develop customized solutions to meet client needs with the ability to prioritize tasks, work on multiple assignments, and manage assignments in a team environment
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,600 to $227,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
gestax Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-time
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the... globe, with a suite of services that grows every year.
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the... globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Details:
Frazier & Deeter is currently seeking a Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. Our Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
Responsibilities:
• Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
• Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
• Provide innovative tax planning, consulting, and compliance expertise to clients - design, and implement tax-planning strategies for clients and manage to budget.
• Develop a project vision and set challenging personal and client service team goals.
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
• Maintain knowledge on the changes in tax laws/regulations and industry trends.
Requirements:
• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 5 to 10 years of progressive public accounting tax experience.
• Experience with corporate taxation, individuals, and partnerships.
• Ability to develop tax planning strategies for clients.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.
• Excellent verbal and written communication skills.
Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time Show more details...
We serve clients of all sizes across the United States and the... globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Details:
Frazier & Deeter is currently seeking a Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. Our Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
Responsibilities:
• Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
• Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
• Provide innovative tax planning, consulting, and compliance expertise to clients - design, and implement tax-planning strategies for clients and manage to budget.
• Develop a project vision and set challenging personal and client service team goals.
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
• Maintain knowledge on the changes in tax laws/regulations and industry trends.
Requirements:
• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 5 to 10 years of progressive public accounting tax experience.
• Experience with corporate taxation, individuals, and partnerships.
• Ability to develop tax planning strategies for clients.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.
• Excellent verbal and written communication skills.
Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time Show more details...
via LinkedIn
posted_at: 8 hours agoschedule_type: Full-time
Personal Lines High Net Worth ProducerNorth or South Carolina
As Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to develop client and referral opportunities in our High Net Worth – Private Client Practice area. This role is vital to our success in all our product lines – from personal, commercial... employee benefits, and other coverages. You will be
Personal Lines High Net Worth ProducerNorth or South Carolina
As Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to develop client and referral opportunities in our High Net Worth – Private Client Practice area. This role is vital to our success in all our product lines – from personal, commercial... employee benefits, and other coverages. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
Responsibilities of the Producer role include:
• Previous experience of conducting sales, service, and solicitation of all forms of insurance business
• Knowledge of personal lines insurance with the ability to understand a large number of products and services, and a willingness to learn ongoing
• Maximizing growth and client retention through superior customer service. A consultative approach to selling and a demonstrated ability to broker effectively with clients and insurance companies.
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationship
• Cross sell various products as well as developing opportunities for other business lines.
• Outstanding relationship building skills. An existing network of relevant contacts will help you tremendously
You’re Great At
In the High Net Worth Producer role, you must be an independent self-starter who is able to sell and develop strong relationships. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. In addition, you will need to foster strong working relationships with carriers. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of sales experience.
Other requirements of the Producer role include:
• 3+ years of previous sales experience
• Personal Insurance sales experience highly preferred
• Bachelor’s degree required
• Experience selling to high net worth individuals a plus
• Required to obtain the appropriate state licensing with 90 days of hire
• Preference given to those with existing insurance licensure and/or industry designations
• Ability to work under pressure and within deadlines
• Good listening skills and ability to determine clients’ needs efficiently Show more details...
As Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to develop client and referral opportunities in our High Net Worth – Private Client Practice area. This role is vital to our success in all our product lines – from personal, commercial... employee benefits, and other coverages. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
Responsibilities of the Producer role include:
• Previous experience of conducting sales, service, and solicitation of all forms of insurance business
• Knowledge of personal lines insurance with the ability to understand a large number of products and services, and a willingness to learn ongoing
• Maximizing growth and client retention through superior customer service. A consultative approach to selling and a demonstrated ability to broker effectively with clients and insurance companies.
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationship
• Cross sell various products as well as developing opportunities for other business lines.
• Outstanding relationship building skills. An existing network of relevant contacts will help you tremendously
You’re Great At
In the High Net Worth Producer role, you must be an independent self-starter who is able to sell and develop strong relationships. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. In addition, you will need to foster strong working relationships with carriers. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of sales experience.
Other requirements of the Producer role include:
• 3+ years of previous sales experience
• Personal Insurance sales experience highly preferred
• Bachelor’s degree required
• Experience selling to high net worth individuals a plus
• Required to obtain the appropriate state licensing with 90 days of hire
• Preference given to those with existing insurance licensure and/or industry designations
• Ability to work under pressure and within deadlines
• Good listening skills and ability to determine clients’ needs efficiently Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-timesalary: 100K–160K a year
If you are interested in applying for this job opportunity, please email your resume in Word format to sarah.ayala@parkerlynch.com and put “Manager of Tax Planning” in the subject line.
Emailed resumes will have priority consideration over online applications...
Our client, a prestigious investment firm, is looking for a Manager of Tax Planning! The ideal candidate will have a minimum of 2+ years of experience of tax planning within the high-net
If you are interested in applying for this job opportunity, please email your resume in Word format to sarah.ayala@parkerlynch.com and put “Manager of Tax Planning” in the subject line.
Emailed resumes will have priority consideration over online applications...
Our client, a prestigious investment firm, is looking for a Manager of Tax Planning! The ideal candidate will have a minimum of 2+ years of experience of tax planning within the high-net worth industry.
• Competitive Salary
• 100% Remote
VP of Tax Planning Responsibilities:
• Provide tax advice and tax planning to high net worth clients
• Constant contact with clients to assist them in the preparation of their tax return
• Manage multiple requests with tight deadlines
• Oversee entire tax planning and preparation process for clients
Requirements:
• Bachelor's degree in Accounting, Finance or Business Administration
• CPA preferred
• 2+ years of tax accounting experience required
• Understanding of Federal and State tax returns and filing requirements
• Strong communication and presentation skills
• Experience with Sharefile is a plus
• Able to work flexible hours during tax busy season
For immediate consideration, please email your resume in Word format to Sarah.Ayala@ParkerLynch.com with “Manager of Tax Planning” in the subject heading
Equal Opportunity Employer Minorities/Women/Veterans/Disabled Show more details...
Emailed resumes will have priority consideration over online applications...
Our client, a prestigious investment firm, is looking for a Manager of Tax Planning! The ideal candidate will have a minimum of 2+ years of experience of tax planning within the high-net worth industry.
• Competitive Salary
• 100% Remote
VP of Tax Planning Responsibilities:
• Provide tax advice and tax planning to high net worth clients
• Constant contact with clients to assist them in the preparation of their tax return
• Manage multiple requests with tight deadlines
• Oversee entire tax planning and preparation process for clients
Requirements:
• Bachelor's degree in Accounting, Finance or Business Administration
• CPA preferred
• 2+ years of tax accounting experience required
• Understanding of Federal and State tax returns and filing requirements
• Strong communication and presentation skills
• Experience with Sharefile is a plus
• Able to work flexible hours during tax busy season
For immediate consideration, please email your resume in Word format to Sarah.Ayala@ParkerLynch.com with “Manager of Tax Planning” in the subject heading
Equal Opportunity Employer Minorities/Women/Veterans/Disabled Show more details...
via Mendeley
schedule_type: Full-time
• *Business Title:** Tax Senior Associate, High Net Worth Individuals
• *Requisition Number:** 98389 - 61
• *Function:** Tax Services...
• *Area of Interest:**
• *State:** NJ
• *City:** Short Hills
• *Description:**
At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists &
• *Business Title:** Tax Senior Associate, High Net Worth Individuals
• *Requisition Number:** 98389 - 61
• *Function:** Tax Services...
• *Area of Interest:**
• *State:** NJ
• *City:** Short Hills
• *Description:**
At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring.
At KPMG, we believe nothing is more important than investing in our culture because its an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.
Responsibilities:
+ Provide individual tax compliance and advisory services for our high net worth business clients
+ Work as part of a multi-disciplinary team to provide industry knowledge and experience to our clients and their owners
+ Build and manage relationships with our clients
+ Build and manage teams of tax professionals focused on delivering tax services to our high net worth business clients
+ Participate in and contribute to market and business activities external to the firm
+ Assist teams focused on partnership and corporate tax compliance in slower periods
Qualifications:
+ A minimum of three years of individual tax experience in an accounting firm, corporation, and/or law firm
+ Bachelor's degree, J.D., LL.M. in taxation, and/or Master's in Taxation (MST) from an accredited college/university
+ Experience with individual, estate and gift, trusts and foundations, and partnership taxation
+ Excellent advisory and compliance skills
+ Excellent verbal and written communications skills and the ability to articulate complex information
+ Ability to handle multiple engagements and client service teams
KPMG complies with all local/state regulations in regards to displaying salary ranges. If required, the salary range(s) are displayed below and are specifically for those potential hires who will perform work in or reside in the location(s) listed, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example.
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link ( https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf) contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
• *GL:** 5
• *GF:** 15312 Show more details...
• *Requisition Number:** 98389 - 61
• *Function:** Tax Services...
• *Area of Interest:**
• *State:** NJ
• *City:** Short Hills
• *Description:**
At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring.
At KPMG, we believe nothing is more important than investing in our culture because its an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.
Responsibilities:
+ Provide individual tax compliance and advisory services for our high net worth business clients
+ Work as part of a multi-disciplinary team to provide industry knowledge and experience to our clients and their owners
+ Build and manage relationships with our clients
+ Build and manage teams of tax professionals focused on delivering tax services to our high net worth business clients
+ Participate in and contribute to market and business activities external to the firm
+ Assist teams focused on partnership and corporate tax compliance in slower periods
Qualifications:
+ A minimum of three years of individual tax experience in an accounting firm, corporation, and/or law firm
+ Bachelor's degree, J.D., LL.M. in taxation, and/or Master's in Taxation (MST) from an accredited college/university
+ Experience with individual, estate and gift, trusts and foundations, and partnership taxation
+ Excellent advisory and compliance skills
+ Excellent verbal and written communications skills and the ability to articulate complex information
+ Ability to handle multiple engagements and client service teams
KPMG complies with all local/state regulations in regards to displaying salary ranges. If required, the salary range(s) are displayed below and are specifically for those potential hires who will perform work in or reside in the location(s) listed, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example.
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link ( https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf) contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
• *GL:** 5
• *GF:** 15312 Show more details...
via Careers At Holman
schedule_type: Full-time
Holman is a global automotive leader that serves both commercial and consumer clients The Holman Way by always doing the right thing for our people, our customers, and the community since 1924. The Holman story began nearly a century ago as a single Ford dealership in New Jersey. Today, Holman, headquartered in Mount Laurel, New Jersey, is one of the largest family-owned automotive service... organizations in North America with more than 6,500 employees
Holman is a global automotive leader that serves both commercial and consumer clients The Holman Way by always doing the right thing for our people, our customers, and the community since 1924. The Holman story began nearly a century ago as a single Ford dealership in New Jersey. Today, Holman, headquartered in Mount Laurel, New Jersey, is one of the largest family-owned automotive service... organizations in North America with more than 6,500 employees across North America, the UK, and Germany.
Holman delivers a unique range of automotive-centric services including industry-leading fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Guided by its deeply rooted core values and principles, Holman is continuously Driving What’s Right.
Holman Insurance Services has an outstanding opportunity for a High Performing High Net Worth- Private Risk Advisor
What will you do?
• Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers
• Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies
• Develop and maintain an active list of High Net Worth introductions and prospects (clients generating an excess of $5,000 in revenue
• Self-generated leads may be supplemented by leads from Holman’s High End Dealers as well as cross sell opportunities from other Holman operations
• Develop and maintain a referral network with other professionals such as Financial Advisors, Bankers, Realtors, Attorney’s and CPA’s
• Develop quotes and information for clients addressing specific situation
• Information should be delivered in a consultative, needs-based approach that will focus on value versus price
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
• Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household.
• Emphasis will be on understanding the holistic view of the household insurance opportunity. In addition to automobile insurance, this may include home, other property, excess liability and life insurance.
• Effectively manage customer concerns while escalating to management when appropriate
• Work closely with management team to help achieve premium and retention targets for all lines of selected business
• Work closely with marketing teams to develop relevant content for high-net worth market
• Act as an Insurance Group brand ambassador across the organization and all Holman functions
• Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives
• This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline
• Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested
• Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects and business partners during each interaction
• Build and maintain relationships with carrier underwriting partners
• Stay up-to-date on the latest industry, carrier, and underwriting guidelines
• Some travel within assigned markets for meetings, prospecting calls and network development
• Perform all other duties and special projects as assigned
What are we looking for?
• 2+ years’ experience in the insurance industry
• Established book of business and referral network
• Proven track record in achieving production goals within high net worth space
• Experience working with CRM systems such as Sales Force and Applied Epic is a plus
• Four-year college degree or demonstrated equivalent experience as determined by department management.
• Property & Casualty Insurance License
• Extensive knowledge of high net worth carrier underwriting guidelines and requirements
At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.
Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training Show more details...
Holman delivers a unique range of automotive-centric services including industry-leading fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Guided by its deeply rooted core values and principles, Holman is continuously Driving What’s Right.
Holman Insurance Services has an outstanding opportunity for a High Performing High Net Worth- Private Risk Advisor
What will you do?
• Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers
• Attention to detail, adherence to underwriting guidelines and persistent follow-up will be critical for proper issuance of policies
• Develop and maintain an active list of High Net Worth introductions and prospects (clients generating an excess of $5,000 in revenue
• Self-generated leads may be supplemented by leads from Holman’s High End Dealers as well as cross sell opportunities from other Holman operations
• Develop and maintain a referral network with other professionals such as Financial Advisors, Bankers, Realtors, Attorney’s and CPA’s
• Develop quotes and information for clients addressing specific situation
• Information should be delivered in a consultative, needs-based approach that will focus on value versus price
• Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing and other information that might be requested
• Contact introductions using a variety of methods that might include telephone, e-mail, personal correspondence, social media, etc. to assess personal lines insurance needs of that household.
• Emphasis will be on understanding the holistic view of the household insurance opportunity. In addition to automobile insurance, this may include home, other property, excess liability and life insurance.
• Effectively manage customer concerns while escalating to management when appropriate
• Work closely with management team to help achieve premium and retention targets for all lines of selected business
• Work closely with marketing teams to develop relevant content for high-net worth market
• Act as an Insurance Group brand ambassador across the organization and all Holman functions
• Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives
• This may involve assisting with new employees from time to time, helping to train others on the business operating system or sharing successful ideas and processes with the rest of the frontline
• Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested
• Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects and business partners during each interaction
• Build and maintain relationships with carrier underwriting partners
• Stay up-to-date on the latest industry, carrier, and underwriting guidelines
• Some travel within assigned markets for meetings, prospecting calls and network development
• Perform all other duties and special projects as assigned
What are we looking for?
• 2+ years’ experience in the insurance industry
• Established book of business and referral network
• Proven track record in achieving production goals within high net worth space
• Experience working with CRM systems such as Sales Force and Applied Epic is a plus
• Four-year college degree or demonstrated equivalent experience as determined by department management.
• Property & Casualty Insurance License
• Extensive knowledge of high net worth carrier underwriting guidelines and requirements
At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.
Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training Show more details...
via LinkedIn
schedule_type: Full-time
Description
The Private Wealth High Net Worth Senior Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.
The Private Wealth High Net Worth Senior Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining, and retaining a client book of business.
The successful Private Wealth
Description
The Private Wealth High Net Worth Senior Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.
The Private Wealth High Net Worth Senior Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining, and retaining a client book of business.
The successful Private Wealth High Net Worth Senior Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
The Private Wealth High Net Worth Senior Advisor is responsible for proactively managing their book of existing clients using an agreed-upon contact... strategy. The Private Wealth High Net Worth Senior Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients.
The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients
Primary Responsibilities
BUSINESS DEVELOPMENT
• Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
• Utilize comprehensive financial planning and deliver advice and appropriate solutions.
• Ensure that clients are aligned with the correct Wealth Management segment
• Always focus on doing the right thing for clients
CLIENT SERVICE
• Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney)
• Employ appropriate client contact strategy within book of business
• Responsiveness and timely resolution of client inquiries or concerns
Qualifications
Qualifications
• Minimum 7-10 years of experience in wealth management advisory services with demonstrated ability to attract and develop new business opportunities
• Proven ability to self-source, build, develop and retain a book of business
• Existing network of centers of influence with a demonstrated track record of referrals and introductions of clients
• Proven ability to coach and develop peers and less-tenured colleagues
• Experience working with business partners in a team environment within a consumer bank channel
• Experience working with high net worth clientele
• Experience working in an entrepreneurial environment
• Bachelors Degree preferred
• Series 7, 63, 65 (or 66 in lieu of 63 & 65) and Insurance Life/Health/Variable preferred or obtained after hire
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth 228939 Show more details...
The Private Wealth High Net Worth Senior Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing self and others.
The Private Wealth High Net Worth Senior Advisor understands financial planning strategies and wealth management practices. Overarching duties include building, growing, maintaining, and retaining a client book of business.
The successful Private Wealth High Net Worth Senior Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
The Private Wealth High Net Worth Senior Advisor is responsible for proactively managing their book of existing clients using an agreed-upon contact... strategy. The Private Wealth High Net Worth Senior Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients.
The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients
Primary Responsibilities
BUSINESS DEVELOPMENT
• Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
• Utilize comprehensive financial planning and deliver advice and appropriate solutions.
• Ensure that clients are aligned with the correct Wealth Management segment
• Always focus on doing the right thing for clients
CLIENT SERVICE
• Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney)
• Employ appropriate client contact strategy within book of business
• Responsiveness and timely resolution of client inquiries or concerns
Qualifications
Qualifications
• Minimum 7-10 years of experience in wealth management advisory services with demonstrated ability to attract and develop new business opportunities
• Proven ability to self-source, build, develop and retain a book of business
• Existing network of centers of influence with a demonstrated track record of referrals and introductions of clients
• Proven ability to coach and develop peers and less-tenured colleagues
• Experience working with business partners in a team environment within a consumer bank channel
• Experience working with high net worth clientele
• Experience working in an entrepreneurial environment
• Bachelors Degree preferred
• Series 7, 63, 65 (or 66 in lieu of 63 & 65) and Insurance Life/Health/Variable preferred or obtained after hire
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth 228939 Show more details...
via LinkedIn
posted_at: 6 days agoschedule_type: Full-time
Job Description
High Net Worth Personal Insurance Practice Leader needed in the Houston, TX metro area...
!
Do you have an entrepreneurial spirit and a history of HNW accomplishment
s?
Experience Informat
ion
Desire to start and grow a High Net Worth Personal Insurance Depart
ment
Proven experience with high net worth, multiple homes, collectibles, boat & yacht, jewelry,
etc.
Takes initiative, excellent professional appearance and verbal/written
Job Description
High Net Worth Personal Insurance Practice Leader needed in the Houston, TX metro area...
!
Do you have an entrepreneurial spirit and a history of HNW accomplishment
s?
Experience Informat
ion
Desire to start and grow a High Net Worth Personal Insurance Depart
ment
Proven experience with high net worth, multiple homes, collectibles, boat & yacht, jewelry,
etc.
Takes initiative, excellent professional appearance and verbal/written communication and responsible for all client intera
ctions
Pursue new accounts, start and run the practice until it's profitable, then grow the dep
artment
7+ preferred years of independent agency ex
perience
Quoting both new and renewal
business
Softwa
re: AMS360
Required: Property & Casua
lty License
Compensation
College Deg
ree Preferred
Salary Ra
nge: $85K-110K
Excellent Benefits a
nd 401K Offered
Hybrid Remote Work Available: 3 days office, 2 day
s work from home
Travel Required: local to c
lients
in Houston
INDTJG Show more details...
High Net Worth Personal Insurance Practice Leader needed in the Houston, TX metro area...
!
Do you have an entrepreneurial spirit and a history of HNW accomplishment
s?
Experience Informat
ion
Desire to start and grow a High Net Worth Personal Insurance Depart
ment
Proven experience with high net worth, multiple homes, collectibles, boat & yacht, jewelry,
etc.
Takes initiative, excellent professional appearance and verbal/written communication and responsible for all client intera
ctions
Pursue new accounts, start and run the practice until it's profitable, then grow the dep
artment
7+ preferred years of independent agency ex
perience
Quoting both new and renewal
business
Softwa
re: AMS360
Required: Property & Casua
lty License
Compensation
College Deg
ree Preferred
Salary Ra
nge: $85K-110K
Excellent Benefits a
nd 401K Offered
Hybrid Remote Work Available: 3 days office, 2 day
s work from home
Travel Required: local to c
lients
in Houston
INDTJG Show more details...
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