Senior Tax Analyst - High-Net-Worth Planning
US Tech Solutions
A global staff augmentation firm is seeking an experienced tax advisor to deliver outstanding customer service and specialized tax planning advisory services. You will work directly with high-net-worth clients, prepare and file tax returns, and ensure compliance with all tax regulations. The ideal candidate will have over 5 years of experience in tax preparation and a preferred university degree. This role offers an opportunity to support various business initiatives and collaborate with Wealth Management partners. #J-18808-Ljbffr US Tech Solutions
- ...North American organization to identify a Senior Tax Analyst who will make an immediate impact on... ...provision computations, and ongoing tax planning initiatives. The role offers meaningful... ...skills CPA or CPA-eligible Why Join? High-visibility role within a global HQ Collaborative...SeniorLocal areaImmediate start
- ...is conducting an EXCLUSIVE SEARCH for a Senior Tax Analyst for a Multi-Billion company located in... ...formerly FAS 109 and FIN 48). Scenario planning and modeling to assist with business unit... ...days in-office and 2 days work remote Highly competitive base compensation as well...SeniorWork at officeRemote work
- ...About the job Senior Tax Manager The Opportunity: We are seeking an experienced Senior... ...in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients. Key Responsibilities: Trust...SeniorHigh net worthLocal areaImmediate start
- ...expertise to individual tax clients. Work with Wealth... ...sophisticated income tax planning advisory services for Client’s highest net worth and most influential clients... ...strategies directed to high-net worth individuals. Communicate with senior leadership team to...High net worthWork experience placementLocal area
- ...wealth management Proven, transferable book of business with high-net-worth clients (minimum of $400k T12) Active Investment Adviser Representative... ...new client opportunities Deliver holistic financial planning Support training initiatives and help scale best practices...SeniorHigh net worth
$70k - $100k
...Senior Tax Accountant Our member firm is hiring for their office based in Charlotte,... ...with clients to provide innovative tax planning, consulting, and compliance expertise.... ...Partnerships, C-Corporations, and ultra-high net worth individuals' U.S. federal and multi-state...SeniorHigh net worthTemporary workFor contractorsInternshipWork at office- Adecco US, Inc. is looking for a Senior Income Tax Analyst - International to join their Charlotte team. This role focuses on supporting tax compliance and planning for North American operations. Candidates should have a background in corporate tax and strong analytical...Senior
- A premier recruitment firm is seeking a Senior Tax Analyst for a multi-billion dollar company in South Charlotte. The successful candidate will analyze financial information, prepare corporate income tax workpapers, assist with various tax returns, audits, and provide...Senior
- Jobot in Charlotte is seeking a Tax Senior for a hybrid role at a local accounting firm with... .... The position focuses on tax planning, compliance, and advisory services for... ...tax accounting, with a strong emphasis on high‑net‑worth client service. #J-18808-Ljbffr JobotSeniorHigh net worthLocal area
- ...services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their... ...The role involves acting as a primary advisor to high net worth families, managing investments, estate planning, and philanthropy. Candidates should have a...SeniorHigh net worth
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe... .... The role partners closely with high-net-worth individuals and families to develop... .... We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- Bank of America is looking for a specialized resource to serve Advisor teams focused on wealth planning for high- and ultra-high net worth clients. This role encompasses the entire wealth planning process, from building relationships with clients to developing tailored...SeniorHigh net worth
- Vanguard is seeking a Wealth Planning Consultant, Senior Specialist, to join their Advice and Wealth Management division in Charlotte, NC. This position advises ultra-high-net-worth clients on income tax, advanced estate planning, and financial planning strategies. The...SeniorHigh net worthRemote job
- ...We are currently looking for a highly motivated, detail-oriented, and experienced REMOTE Senior Tax Manager to join our remote... ...returns, 1120S, S Corp, high net worth, corporations, tax returns, individual, tax review, and tax planning. As a Senior Tax Manager, you...SeniorHigh net worthWork at officeLocal areaRemote work
- ...portfolio management guidance to High Net Worth clients. Are you a Certified... ...seeking Wealth Advisors and Senior Wealth Advisors to join our... ...strategies. Provide financial planning solutions using time-tested... ...related to investment advice, tax strategies, legacy & estate planning...SeniorHigh net worthWork at officeRemote workRelocationMonday to Friday
- Senior Tax Manager - High Net Worth/FWS Join to apply for the Senior Tax Manager - High Net Worth/FWS role at Elliott Davis . Company Overview Elliott... ...candidate will consult on complex gifting and estate planning, as well as oversee the tax preparation process primarily...SeniorHigh net worthFull timeWork at officeFlexible hours
- ...seeking Wealth Advisors and Senior Wealth Advisors to join our teams... ...that will help our Ultra High Net Worth clients achieve their unique... ...success by providing financial planning solutions using our time-tested... ...to investment advice, tax strategies, legacy & estate planning...SeniorHigh net worthWork at officeLocal areaRemote workRelocationMonday to Friday
$85k - $105k
...Hybrid Opportunity as a Tax Senior at a local accounting firm. Salary... ...emphasizing long‑term relationships, high‑touch service, and strategic... ...Team works closely with high‑net‑worth individuals and business owners, providing tailored tax planning, compliance, and advisory...SeniorHigh net worthLocal areaFlexible hours$150k - $180k
...The Job/What You'll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial... .... Responsibilities: Prepare High Net Worth (HNW) financial plans for prospective and existing...SeniorHigh net worthFull timeWork at officeFlexible hours- Provides wealth planning consultations and support to Vanguard's largest... ...Wealth Planning Consultant, Senior Specialist with Vanguard, you... ...division advising our ultra-high net worth clients and their families... ...advanced estate planning, income tax and financial planning...SeniorHigh net worthWork experience placementWork at officeRemote work
- ...Krispy Kreme’s Senior Tax Analyst will be a key member of the tax function, reporting directly to the Tax Director, and will support a broad... ...to the Head of Tax. Support tax forecasting, cash tax planning, and tax budget processes. Research and document technical tax...SeniorLocal area
- ...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Leading... ...Hybrid Schedule | 3 Days In-Office A highly respected boutique CPA firm in... ...and estate tax work Advanced tax planning for high-net-worth clients and families Relationship...SeniorHigh net worthWork at officeFlexible hours
- Senior Income Tax Analyst - International to support a global organization headquartered in Charlotte, NC. This is an excellent opportunity for... ...their expertise in international taxation, compliance, planning, and cross‑functional collaboration within a complex global...Senior
- ...Description Job Description Tax Senior– Remote | Public Accounting Firm... ...growth while working with a high-caliber client portfolio. Key... ...corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services,...SeniorHigh net worthRemote jobFull timeFlexible hours
- Finance Permanent All about the role The Senior Income Tax Analyst - International plays a key role within the Electrolux North America Income... ...team's success by assisting in tax compliance, research, and planning activities, while gaining exposure to global tax issues...SeniorPermanent employmentFixed term contractLocal areaFlexible hours
- ...engagements across corporate, partnership, and high-net-worth individual tax work Serve as the primary client... ...remote environment Oversee tax planning, compliance, and review processes... ...Supervise and mentor tax staff, seniors, and managers across multiple engagements...SeniorHigh net worthRemote job
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
$116.6k - $174.3k
Ultra High Net Worth Lifestyle Services Sr Product Manager This role will play a critical role in delivering enhanced value to our UHNW clients... ...Responsibilities Identifies and creates comprehensive plans for product development and deployment, including supporting the...SeniorHigh net worthWork from homeShift workDay shift$95k
...Overview We are partnering with a highly respected advisory practice that serves... .... The firm provides integrated tax, estate, business, and wealth planning services and has built a reputation... ...exposure to business owners, high-net-worth individuals, trusts, estates, and family...High net worthWork at officeLocal area- Connect Search, LLC in Charlotte, NC is seeking a Tax Advisor to work closely with clients, lead tax planning discussions, and provide advisory services... ...traditional compliance. This role offers exposure to high-net-worth individuals, estates, trusts, and family wealth...High net worth
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