High Net Worth Service Associate Job at Fidelity Investments (Smithfield)

Senior Tax Manager

ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking...

Location

United States , Lubbock

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

A bachelor's degree in Accounting or Finance is required
CPA is highly desirable
3-5 years of experience in a similar role
7+ years of continuous public accounting or family tax office experience
7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
3+ years of supervisory experience, mentoring, and counseling associates
Experience in acquiring new clients and growing a book of business
Proven ability to develop new business relationships and expand services to existing clients
Strong experience with high-net-worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
Successful candidates will possess the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners

Job Responsibility

Perform higher-level compliance review and tax return sign-off
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training, and evaluating advanced-level staff
Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax function
Actively play a role in ATLAS’ advisory services efforts

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life & AD&D Insurance
Short & Long-term Disability Plans
401(k) with company matching
Bonius Structure
Flexible PTO with sick time
Incentive Program
Development Program

Fulltime

Senior Tax Manager

ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking...

Location

United States , Amarillo

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting or Finance
CPA is highly desirable
3-5 years of experience in a similar role
7+ years of continuous public accounting or family tax office experience
7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
3+ years of supervisory experience, mentoring, and counseling associates
Experience in acquiring new clients and growing a book of business
Proven ability to develop new business relationships and expand services to existing clients
Detail-oriented, accurate, and extremely organized
Strong client service skills and relationship management experience

Job Responsibility

Perform higher-level compliance review and tax return sign-off
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training, and evaluating advanced-level staff
Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax function
Actively play a role in ATLAS’ advisory services efforts

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life & AD&D Insurance
Short & Long-term Disability Plans
401(k) with company matching
Bonius Structure
Flexible PTO with sick time
Incentive Program
Development Program

Fulltime

Private Client Tax Associate Director

Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a t...

Location

United Kingdom , Edinburgh

Salary:

70000.00 - 100000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ACCA qualified (or equivalent)
Significant experience in private client tax advisory within a senior role
Strong technical knowledge of UK tax legislation and planning
Must have a minimum of 5 years previous experience working within a UK Practice environment
Excellent communication and relationship management skills
A proactive, strategic mindset with a commercial approach to client service

Job Responsibility

Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners
Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance
Develop and mentor junior team members, fostering a culture of continuous learning and development
Identify new business opportunities and contribute to the firm’s growth strategy
Stay up to date with legislative changes and ensure clients receive proactive tax advice

What we offer

flexible working
company pension

Fulltime

Private Banker

Join us as a Private Banker, where you will take full ownership of ultra-high-ne...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
Ability to drive business growth through acquiring and developing new high-net worth client relationships
RDR Level 4 qualified, including Securities and Derivatives, with strong technical understanding of investment and credit products
Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning
Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio
Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Working flexibly
Hybrid working
Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture

Fulltime

New

Family Office Services Staff Accountant/Bookkeeper

We are currently seeking a Staff Accountant / Bookkeeper to join our Family Offi...

Location

United States , Woodbury

Salary:

80000.00 USD / Year

Reid Accountants + Advisors

Expiration Date

Until further notice

Requirements

Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred)
Minimum 5 years of bookkeeping experience (required)
experience in family office or high-net-worth client services is a plus
Proficient in QuickBooks Desktop (required)
Comfortable working with Microsoft Excel, Word, and Outlook
Strong attention to detail with excellent time management and multi-tasking abilities
Ability to handle multiple clients and entities with accuracy and professionalism
Strong interpersonal and communication skills, with an emphasis on discretion and confidentiality
Must be able to reliably commute or relocate prior to start

Job Responsibility

Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance
Accurately record financial transactions in QuickBooks Desktop, including deposits, payments, check logs, and intercompany transfers
Process accounts payable and support accounts receivable and billing activities
Maintain clean, organized, and up-to-date financial records for multiple entities and family groups
Assist with the preparation of monthly, quarterly, and annual reports for clients
Support the creation of financial projections, budgets, and ad hoc reports
Collaborate with senior accountants and family office managers to ensure the smooth execution of client engagements
Work closely with tax professionals by gathering and organizing financial documents and year-end data
Maintain confidentiality and demonstrate a high level of professionalism in all communications
Special projects as needed

What we offer

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Fulltime

Family Solicitor

A leading professional services firm is seeking a talented Family Solicitor to j...

Location

United Kingdom , London

Salary:

70000.00 - 90000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

A qualified solicitor in England & Wales, ideally with 6+ years PQE
Experienced in all areas of private family law
A confident communicator with strong client-handling skills
Able to manage complex caseloads with minimal supervision
Ideally a Resolution member or collaboratively trained (desirable but not essential)
Previous experience with high-net-worth individuals and financial remedy work is highly advantageous

Job Responsibility

Managing client relationships and developing new business opportunities
Supporting junior colleagues and contributing to team strategy
Leading on complex cases, ensuring excellent service and compliance with best practice

What we offer

Opportunities for progression and leadership
Exposure to high-profile, complex family law matters
Supportive, established team with a strong reputation in the market
Access to high-quality training and development resources

Fulltime

Senior Client Service Associate

This is an opportunity to join a firm that supports some of the Bay Area’s most ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in client service within wealth management, investment advisory, or a family office
Exceptional communication skills and the ability to build trust with UHNW families and their advisors
A calm, professional presence and the judgment to handle sensitive information
Strong coordination skills—you know how to keep moving parts aligned across multiple stakeholders
A genuine passion for high-touch service and long-term relationship building

Job Responsibility

Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly
Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives
Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through
Mentor and guide junior associates and analysts supporting the same client relationships
Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies
Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution
Partner with the investment team on cash management, portfolio implementation, and reporting needs
Provide cross-functional support on internal projects, process improvements, and firm-wide priorities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Operations Associate

Our client is a boutique wealth management firm serving ultra-high-net-worth fam...

Location

United States , Mill Valley

Salary:

80000.00 - 140000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2–8+ years of experience in wealth management ideally with Ultra-High-Net-Worth client base
MUST have recent Wealth Management experience. No exceptions
Experience with custodians such as Schwab Advisor Center (preferred)
Familiarity with CRM or portfolio reporting tools (e.g., Wealthbox, Black Diamond) (preferred)
Strong attention to detail and organizational skills
Clear, professional communication skills
High integrity and a service-oriented mindset

Job Responsibility

Execute trades across custodian and trading platforms and resolve settlement issues
Maintain and reconcile portfolio, transaction, and cost basis data across systems
Support account setup, data feeds, and reporting platform accuracy
Prepare and distribute quarterly client performance reports
Provide operational support to advisors and assist with ad hoc projects
Help improve and streamline operational processes

What we offer

bonus
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

High Net Worth Service Associate

Fidelity Investments

Location:
United States , Smithfield

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 22, 2026

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