Private Tax Leader — Wealth & Family Governance (Hybrid)
Ernst & Young
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
$100.35k - $205k
...Are you a leader and strategic thinker... ...trusts, estates, family offices, investment... ...solutions to complex tax issues? Do you not... ...Deloitte’s growing Private Wealth practice! Recruiting... ...within a hybrid work model that requires... ...subject to the rules governing the program,...PrivateTaxPrivate practiceWork at officeLocal area$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- ...Business Development Executive for Private Client Services to originate new HNW... ...across the firm nationally, covering tax planning, trusts & estates, family office services, outsourced accounting... ...deep strategic relationships with wealth managers, private banks, RIAs, family...PrivateTaxWork at office
$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$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- ...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
- Leading the future of Wealth Management compliance... ...auditability, and change governance for KYC data flows.... ...years and today we are a leader in investment banking,... ...management and private banking solutions. Asset... ...Management helps individuals, families and foundations take a...Private
- ...the expertise of assigned team members as well as entire Corporate Payroll Team. Knowledge of payroll administration, controls, governance, Tax compliance, and accounting best practices with established track record and desire for keeping current. Strong focus on...TaxFull timeLocal areaImmediate start
- 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
- AustralianSuper in New York is expanding its Private Credit capability. The newly created on-... ...of Investment Services and aligns with governance standards for direct investing. You will... ...cross-functional collaboration with ESG, Tax, Legal, and Operations to #J-18808-Ljbffr...PrivateTaxWork at office
- Asset & Wealth Management, Private Wealth Management, Financial Analyst - Detroit Troy, MI, United States... ...net worth individuals, as well as family offices, foundations and endowments, and... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic...PrivateTax
$125k - $226.25k
...capabilities that support our wealth clients, relationship... ...with Wealth business leaders, client-facing teams,... ..., asset servicing, private markets, custody, investment... ...term disability, and family care responsibilities;... ...eligibility for certain tax advantaged savings plans...PrivateTaxFull timeTemporary workWork at officeFlexible hours3 days per week- Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built... ..., wealth management, legal, and tax matters, along with expanded access to... ...or family office clients at an RIA, private bank, family office, or wealth management...PrivateTaxWork at office
$220k - $235k
...with CEOs, Boards, Private Equity and Governments every step of the way... ...us to bring a wealth of deep sector and... ...in our team-led and leader-enabled hybrid model. Our expectation... ...Summer breaks, Personal/Family Care, and other... ..., consulting, tax, strategy and transactions...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours- ...an alternative application process. Wealth Strategist Full Time Professional Cottonwood... ...point of communication for our Private Wealth, Sentinel Family Office, and channel partner clients... ...planning including cash management, income tax planning, insurance, education...PrivateTaxFull timeWork at office
$179k - $190k
...engages with local leaders and communities in... ...state and local governments to advance the company... ...pursuing local tax incentives and funding... ...to thrive in a hybrid work environment... ...internal lobbyist for a private company is highly... ...800 total for the family Wellness Incentive...PrivateTaxFull timeContract workTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours2 days per week- ...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
- ...innovative Shared Single-Family Office ® model provides... ...that come with wealth. We understand multigenerational... ...investment advisory, tax, trust and estate... ...family education and family governance support. Primary Function... ..., hedge funds, and private markets. The position is...PrivateTaxFull timeWork at officeLocal area
$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- THE ROLE This is a Wealth Advisor seat on the firm’s... ...relationships with sophisticated families. The remainder,... ..., investment strategy, taxes, and estate planning... ...generation operational leader. The workload is uneven... ...analysis M&A advisory, private equity, investment banking...PrivateTaxWork at office
- ...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
$170k - $282.5k
Who We are looking forData & AI Governance Leader, MD position is responsible to define and maintain... ...sick leave, short term disability, and family care responsibilities; access to our... ...incentive plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workFlexible hours- Parcion Private Wealth is seeking an experienced Family Advisor to join our advisory team in Bellevue, WA. You will partner with ultra-high net worth business owners and multigenerational families, coordinating with internal specialists and external professionals to deliver...Private
$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$285.7k
...Global Integrated Planning Leader is responsible for... ...designing, orchestrating, and governing the firm’s end‑to‑end... ...led and leader-enabled hybrid model. Our expectation... ...breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and transactions...TaxSummer holidayLocal areaRemote workFlexible hours$228.6k
...Assurance Digital - Go to Market Leader is a strategic role to support... ...team-led and leader-enabled hybrid model. Our expectation is for... ...Winter/Summer breaks, Personal/Family Care, and other leaves of... ...services in assurance, consulting, tax, strategy and transactions....TaxSummer holidayLocal areaFlexible hoursWeekend work- ...P. Morgan Asset & Wealth Management, with client... ..., is a global leader in investment and... ...corporate fiduciary for families. Job... ...accounts. Interpret the governing instrument and applicable... ...appropriate) and tax records.... ...investment management and private banking solutions....PrivateTax
- ...seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive... ...expert. The role is based in Providence with hybrid opportunities. You will work with internal partners on estate and tax strategies, model scenarios in planning...Tax
- PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will collaborate with planning resources and retain and grow assets under management by deepening client relationships...PrivateTax
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