Private Tax Leader — Wealth & Family Governance (Hybrid)
EY
EY is seeking a seasoned professional to lead tailored tax advice and compliance solutions across various family and business structures. This role requires a minimum of 5 years' experience, a CPA certification, and a thorough understanding of tax planning. The ideal candidate will engage closely with clients, guiding teams in delivering comprehensive solutions, while adhering to high standards of quality and risk management. Hybrid work model with flexible vacation policy included. #J-18808-Ljbffr EY
$171.7k - $300.5k
**Northern Trust Wealth Management ǀ Practice Lead, Family Business Group***Location: Chicago... ...succession, family governance and pre-transaction planning... ...clients with respect to private businesses and closely held... ...business valuation process for tax, sale or estate planning...PrivateTaxH1b- ...Fairway Wealth Management is an independent wealth management... ...helping successful families bring structure,... ...coordinates investment strategy, tax planning, cash flow,... ...families. This is a hybrid role (4 days in office... ...advisory, public accounting, private banking, or a related...PrivateTaxWork at officeRemote work
$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US 30+ days ago Requisition... ...wealth planning, investment management, tax, insurance, accounting, and personal services... ...care expenses Work-Life Balance : Hybrid schedule with at least three in-office...TaxFull timeWork at officeWork from homeFlexible hours3 days per week- ...are the industry leader in providing Customized... ...products and tax smart optionality... ...institutional and government clients under the... ...P. Morgan Asset & Wealth Management delivers... ...investment management and private banking solutions.... ...individuals, families and foundations...PrivateTax
$142.6k - $261.5k
...EY is a global leader in serving the... ...Capital Markets, Wealth and Asset... ...expand access to private markets. You’ll... ...digitization, hybrid fund structures... ...microservices, data governance, and DevOps... ...breaks, Personal/Family Care, and other... ...assurance, consulting, tax, strategy and...PrivateTaxWork experience placementSummer holidayFlexible hours$175k - $250k
...Job Description Senior Wealth Advisor \n Fairfield, NJ | Hybrid \n Industry: Registered Investment Advisor... ...planning, investment, estate, tax, and wealth management opportunities... ...relevant experience in wealth management, private wealth, or financial advisory...PrivateTax$88k - $150k
...Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business... ...flexible and open to hybrid arrangements after an... ...estate planning counsel, tax professionals, and insurance... ...state and local laws governing nondiscrimination in employment...PrivateTaxFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...a Client Relationship Leader for our growing CAAS practice... ...for our clients - public, private and nonprofits ranging from... ...at CLA To support our CLA family members, we focus on their...PrivateTaxWork experience placementInterim roleLocal areaFlexible hours
- ...Transformation Lead in Asset & Wealth Management, you will... ...best practices in AI governance. Your leadership will... ...positioning us as a leader in AI adoption.Job... ...investment management and private banking solutions.... ...Management helps individuals, families and foundations take a...Private
- Huntington Wealth Planning is seeking a Wealth Planner to lead sophisticated planning engagements for high... ...ensuring compliance and staying current with tax and estate planning developments. This role supports a hybrid office/work-from-home arrangement. #J-18808-Ljbffr...TaxWork at officeWork from home
- We are seeking an experienced Family Office Accountant to oversee the day-to-day accounting... ..., managing bill pay, supporting tax filings, and coordinating with outside financial... ...accounting experience. Family office, private wealth, trust accounting, or multi-entity...PrivateTaxWork at office
- ...seeking an experienced, highly motivated Wealth Planner to join our Private Wealth team. Role Summary: The... ...Create modular analyses (retirement, tax, estate, insurance, education, business... ...business owners, and multi-generational families. Expert understanding of business...PrivateTax
$220k - $235k
...with CEOs, Boards, Private Equity and Governments every step of the way... ...such, we bring a wealth of deep sector and... ...in our team-led and leader-enabled hybrid model. Our expectation... ...breaks, Personal/Family Care, and other... ...assurance, consulting, tax, strategy and...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours$205k - $235k
...with CEOs, Boards, Private Equity and Governments every step of the way... ...such, we bring a wealth of knowledge to our... ...in our team-led and leader-enabled hybrid model. Our... ...Summer breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours- ...corporate fiduciary for families, it is important... ...Officer VP in Wealth Management Solutions... ...for legal, tax, administrative and... ...institutional and government clients under the... ...and today we are a leader in investment banking... ...investment management and private banking solutions....PrivateTax
- ...high net worth clients. Works closely with private banking relationship managers in... ...to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes... ...as balance sheets, income statements, tax returns, and liquidity statements. Prepares...PrivateTaxWork at officeFlexible hoursShift workDay shift
$120k - $160k
Tax ManagerLocation: Fairfield, CT (Hybrid) Salary:$120,000 - $160,000Position: Full... ...worth individuals, family offices, and... ...assets and maximize wealth.Our team operates in... ...: Familiarity with Private Equity, Real Estate... ...are a motivated tax leader ready to move beyond...PrivateTaxWork at office$110k - $207.5k
...us. Position Overview Private Credit has been the fastest... ...ended funds, private hybrid funds, SMAs and... ...of these products into wealth channels, and thus more... ...short term disability, and family care responsibilities;... ...eligibility for certain tax advantaged savings plans...PrivateTaxFull timeTemporary workFlexible hours- ...the growing Asset and Wealth Management AI Engineering... ...problems to serve our Private Bank clients. As a... ...corporate, institutional and government clients under the J.P.... ...and today we are a leader in investment banking,... ...helps individuals, families and foundations take a...Private
- Glenmede’s Philadelphia, PA internship program offers a 10-week hybrid experience from June to August 2027. Interns will engage in... ...focuses on personal and professional development, with hands-on experience in private wealth and investment management. #J-18808-Ljbffr GlenmedePrivateInternshipWork at office3 days per week
$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...worth individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTaxFull timeTemporary workPart timeWork at office- DescriptionJ.P. Morgan Wealth Management serves... .... It includes the Private Bank, J.P. Morgan... ...by offering tax-advantaged asset growth... ...for their families and businesses. Job... ...institutional and government clients under the... ...and today we are a leader in investment banking...PrivateTax
- ...This RoleA well-established real estate family office is seeking a Vice President of Accounting... ...spanning real estate assets and private investments, and offers a highly entrepreneurial... ...stakeholders, and coordinate audits, tax compliance, and banking relationships with...PrivateTaxWork at officeRemote work
- ...Legal, Regulatory Compliance, and Corporate Governance. We operate deeply inside our clients'... ...Real Estate Venture capital / Private equity / M&A Employment & Labor Finance... ...linked roles, regulatory premium roles, and hybrid legal-compliance leadership tracks....PrivateContract work
$15k
...Management is a Boston-based, privately owned, investment grade fixed... ...0+ institutional and private wealth clients. Founded in 1987 and... ...territory plan focused on RIAs, family offices, and investment... ...best possible work performance. Hybrid work environment allowing individuals...PrivateFull timeTemporary workCasual workWork at officeRemote workWork visaFlexible hours- SummitIG, LLC is seeking an Assistant Controller for a Hybrid role out of Sterling, VA. You will support the VP of Finance in overseeing accounting, financial reporting, tax compliance, budgeting, and internal controls for a capital-intensive REIT infrastructure business...Tax
$110k - $150k
...high-touch, member-facing role as a Senior Tax Associate. If you love the strategic advisory side of public accounting or private wealth management—but dread tax season,... ...advisory services within a fee‑only RIA, multi‑family office, or wealth management firm alongside...PrivateTaxDaily paidTemporary workWork at officeFlexible hours- ....P. Morgan is a global leader in financial services,... ...opportunities. About US Private Bank (USPB) With over 1... ...individuals and families globally. We offer highly... ...portfolio and risk analytics, tax optimization, and... ...in financial services, wealth management, or Fintech...PrivateTaxWorldwide
$97.14k - $123.85k
...schools comprise one of the largest U.S. private school systems. Its schools have... ...counsel for corporate law issues, tax-exemption issues, corporate governance, regulatory compliance, charitable... ...Primarily office-based or hybrid work environment. Attendance as needed...PrivateTaxWork at officeLocal area$98.1k - $147.3k
...where you will advise on indirect tax regulatory changes and support... ...needs for both public and private entities. You’ll develop and implement... ..., and working in a balanced hybrid environment Demonstrated... ...Winter/Summer breaks, Personal/Family Care, and other leaves of...PrivateTaxSummer holidayImmediate startFlexible hours
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