Senior Tax Supervisor: Wealth & Founder Tax Strategy
$95k - $160kWithum
Withum is seeking a Tax Supervisor for their offices across the United States, including California and New York. The role involves leading tax engagements, mentoring staff, and ensuring compliance with tax regulations while serving high-net-worth clients. Ideal candidates will have a Bachelor’s Degree in Accounting, a CPA license, and at least 4 years of public accounting experience. The position offers a competitive salary range depending on location, with California salaries between $95,000 - $160,000. #J-18808-Ljbffr Withum
- The Senior Analyst at General Catalyst’s GC Wealth team plays a crucial role in portfolio research and analysis. This... ...Managers to shape investment strategies and provide insightful updates to... ...classes Oversee estate planning and tax strategies for high net worth clients...Senior
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a... ...complex business issues from strategy to execution. PwC Professional skills...SeniorFull timeH1bLocal areaOverseas$95k - $160k
This Founders & Tech Executive Tax Supervisor role will be based out of one of our Los Angeles, CA, New... ...and implementing tax planning strategies that optimize wealth preservation, charitable giving... ...Collaborating with partners and senior leadership on client engagements...SuggestedLocal areaRemote work$136.8k - $198.38k
...excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve... ...such as retirement planning, income optimization, tax-advantaged savings strategies, and education...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$120k - $230k
...sophisticated and growing tax practice. We are... ...influential individuals and founders, pre-IPO and public... ...from the Associate and Senior levels. Mentoring team... ...strategic solutions for wealth preservation, estate planning... ...wealth transfer strategies; Evaluate and handle multi...Senior- ...applied AI. We support founders with a long‑term view who... ...Sword, and Zepto. GC Wealth serves as an... ...seeking an experienced Senior Analyst to join our GC... ...Officer to shape investment strategy, execute trades, and deliver... ...an understanding of the tax and estate planning considerations...Senior
- General Catalyst is seeking a Senior Analyst for its GC Wealth team in San Francisco. In this role, you will engage in portfolio research, enabling clients to optimize their investment strategies. This position offers the chance to collaborate with experienced Wealth Managers...Senior
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b- ...& Co. is seeking an Executive Director, Wealth Planner in San Francisco, California. In... ...will leverage your deep understanding of tax and trust laws to provide strategic wealth... ...contribute to the success of their wealth management strategies. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
$150k - $225k
Dormont Manufacturing Co is looking for a Tech Tax Senior Manager in San Francisco, CA, who will be responsible for achieving growth goals in revenue and team head count. The ideal candidate will have a Bachelor’s degree in accounting, CPA, JD, LLM, or MST, and at least...Senior$155.5k - $278.24k
Baker Tilly Advisory Group, LP is seeking an International Tax Senior Manager to lead a high-impact team in the International Tax practice. The role includes advising clients on international tax services, leading engagements, and mentoring associates. Ideal candidates...Senior- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great... ...Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high... ...wealth strategies across estate, income tax, gift and estate tax, investment, risk,...SeniorBank staffShift work
$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ..., helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities...Full timeH1bLocal areaOverseas- All Jobs > Senior Client Development, Private Wealth Senior Client Development, Private Wealth San Francisco, CA... ...including legacy and estate planning, tax advisory, bespoke alternative... ...proprietary equity and fixed-income strategies. Lido offers a flexible work environment...SeniorLocal areaFlexible hours
$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net... ...primary expert on highly complex issues and strategies, providing leadership and coaching for... ...strategies, taking into account legal, tax, and investment goals or limitations. Business...Senior$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At... ...guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax...Full timeH1b- ...Tax Manager Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal! This is a great opportunity to be a valued advisor delivering... ...in order to stay current regarding applicable strategies, see the "big picture" as well as the details,...
$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...dynamic FSO team! EY’s FSO tax practice provides... ...local tax issues, implement tax strategies aligned with client objectives... ...for review to the partner or senior manager – and consult when necessary...Work experience placementSummer holidayLocal areaFlexible hours$175k - $220k
...We represent a boutique tax advisory firm serving ultra-high-net-worth individuals, family... ...bureaucracy. About the Role The Senior Tax Manager will serve as a technical and... ...and implement strategic tax planning strategies for UHNW clients and family groups Review...SeniorWork at office$170k - $225k
A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered...Senior- A leading financial services firm is seeking a Senior Manager for their Business Incentives Group in San Francisco. This position involves guiding teams on tax incentives and developing client strategies. Candidates should have over seven years of tax consulting experience...Senior
$100k - $185k
...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager who... ...a strong sense of entrepreneurship, strategy, and management. We rely heavily on our... ...accounting, assurance, IT consulting, and wealth management services to small and medium...SeniorWork experience placementWork at officeLocal areaFlexible hours- ...experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSenior
- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance and advisory projects for a diverse portfolio... ...). Tax Planning: Develop sophisticated tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered entities...Senior
- ...high net worth clients. Responsibilities include managing client relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a Bachelor's degree in Finance, advanced qualifications, and at least 7 years of relevant experience...SeniorWork at office
$200k - $250k
...Senior Tax Manager fal is the generative media ecosystem powering the next generation of AI products. We build the infrastructure,... ...responsible for managing compliance, provision, planning, and strategy across direct and indirect taxes, while partnering closely with...SeniorPermanent employmentLocal area$153.43k - $332.7k
...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities...SeniorFull timeLocal area- RSM US LLP is seeking a Family Office Advisory Manager to shape and execute client engagement strategies. This role involves supporting proposal generation, client delivery, and internal management, with an opportunity to evolve into a market-facing leader in family office...SeniorWork at office
$104.8k - $148.08k
...clients in person, based on client needs. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower\'s Personal Strategy clients achieve long-term financial... ...retirement planning, income optimization, tax-advantaged savings strategies, and education...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours$102.3k - $150k
A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients...Senior
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