High-Net-Worth Tax Planning Advisor Associate
PwC
PwC is seeking a Partner Tax Preparation Advisor Associate to deliver personalized tax planning and compliance services for high-net-worth individuals and privately-owned businesses. You will help clients navigate complex tax regulations, design strategies, and support governance across tax matters. As an Associate, you will contribute with curiosity, collaborate with diverse teams, and own quality work that drives client value and team success. #J-18808-Ljbffr PwC
$85k - $110k
Wealth Enhancement Group seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for clients. This hybrid role requires collaboration with Financial Advisors and adherence to CPA/EA/JD standards. The position emphasizes planning, research...High net worth$73.5k - $212.28k
...Partner Tax Preparation Advisor Manager The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus...High net worth$55k - $151.47k
...Partner Tax Preparation Advisor Senior AssociateThe Opportunity As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice...High net worth- ...driven representation across complex family law matters-from high net worth divorce and custody disputes to probate, employment-related issues... ...and many more! If you are an experienced Family Law Associate, then please apply! Why join us? Do you want to work with...High net worthLocal areaFlexible hours
- ...joint ventures. As the Partners Finance Associate, you’ll build capital-raising expertise... ...investors; from identifying and prioritizing high-quality opportunities and generating... ..., you’ll gain direct exposure to high-net-worth individuals, family offices, RIAs, and other...High net worthWork at office
- ...that rewards hard work and ambition. As an Associate at Matthews™, you will join a team... ...cutting‑edge technology, and a network of high‑performing professionals, you will have... ...REITs, private equity, family office, high net worth individuals) to build relationships and...High net worthWork at office
- ...together. Essential Job Functions As the Investor Relations Associate with our client, you will be relied upon for identifying, qualifying... ..., investor qualification, and relationship development with high-net-worth individuals. Position Responsibilities Schedule and...High net worthLive inWork at office2 days per week1 day per week
$57.75k - $126k
...craft of personalized financial planning with our team-based Roundtable and... ...information, please visit Tax Advisor This role is accountable for delivering high-quality tax advice, planning, and... ...experience Experience preparing high net worth individual tax returns (1040)...High net worthFull timeTemporary workFlexible hours- Position Overview The Associate Financial Advisor plays a critical role... ...is not a back‑office planning role. It is a client‑... ...plans (retirement, tax strategy, estate coordination... ...and planning skills High attention to detail... ...presence with high‑net‑worth clients Long‑term...High net worth
- BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns...High net worth
- ...empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a... ...a vital role in supporting Wealth Advisors (WAs) by providing administrative,... ...wealth, investment, and financial planning processes* Begins to prepare and make...High net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS... ...be Responsible For: Coordinate, plan, and supervise multiple engagements which... ...owned, closely held businesses and high net worth individuals with the solutions they need...High net worthTemporary workLocal area
- ...Tax Associate We're looking for a highly motivated Tax Associate to join our Texas tax team. In this role, you... ...preparation, compliance, and planning for a variety of clients, including... ...corporations, partnerships, and high-net-worth individuals. You'll gain hands-on...High net worthInternshipWork at office
- ...clients and 60+ financial advisors. USCW has a strong... ...Position Description Title: Associate Advisor or Paraplanner... ...for financial planning and wealth strategy solutions... ...assets, liabilities, tax considerations,... ...Experience working with high-net-worth individuals and families...High net worthFull timeWork at office
- ...traditional accounting and tax support. Our... ...act as a central advisor and trusted... ...best future. Tax Associate Job Description... ...'re looking for a highly motivated Tax Associate... ..., compliance, and planning for a variety of... ..., and high-net-worth individuals. You'll...High net worthInternshipWork at office
$300k
...regional firm — over 40 attorneys serving employers, families, developers, municipalities, and high net worth individuals across employment, real estate, estate planning, tax, and public agency matters. Drawing on nearly a thousand years of combined legal experience, we...High net worthLocal areaRemote work- About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is... ...Overview The Financial Advisor Associate supports a Financial Advisor... ...management solutions to high-net-worth and international clients. This... ...administration, financial planning preparation, and coordination...High net worthWork at office
- ...Senior Tax Associate We are seeking a knowledgeable and client-focused... ...responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives.... ...Collaborate with financial advisors, estate planners, and legal...High net worthTemporary workFlexible hours
- Our client is a highly respected Houston-based financial services firm serving ultra-high-net-worth individuals and families. They are seeking a UHNW Tax Specialist / Senior Tax Accountant to join their... ...-related matters and estate planning initiatives. Manage client...High net worthWork at office
$120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,... ...work, this opportunity is worth a conversation. We're... ...to focus on tax strategy, planning, and client relationships .... ...advisor to business owners and high-net-worth clients, helping them...High net worthRemote work- ...skilled and relationship-oriented Tax Specialist to join our Tax... ...team, supporting ultra-high net worth families and private foundations... ...specific tax matters and income tax planning opportunities Support gifting... ...external CPA firms A trusted advisor who provides thoughtful...High net worthWork at office
$260k - $390k
...prestigious AmLaw firm seeking a Tax-Exempt Organizations / Nonprofit Associate Attorney with 3–6 years of... ...organizations, hospitals, or health plans Nonprofit transactions, restructurings... ...Philanthropic planning for high-net-worth individuals and businesses Transactional...High net worthPrivate practiceWork at office$77k - $214k
...advisory needs such as audit, tax compliance, and planning to help improve their... ..., entrepreneurs, and high net worth individuals. You’ll be assisting... ...the future. As a Senior Associate, You'll Work As Part Of a... ...to lead the way as tax advisors dedicated to innovation,...High net worthH1b- ...Job Description Job Description Tax Associate / Senior Tax Associate Location: Houston, TX... ...held businesses, partnerships, corporations, high-net-worth individuals, and other complex entities Assist with tax planning, research, and consulting projects Develop...High net worthWork at officeLocal areaFlexible hours3 days per week
- ...AB), provides advanced planning strategies and a wide... ...management services to high-net-worth families, endowments... ...minimizing the effects of tax and volatility, with... ...or Houston-based Associate Marketing Strategist (... ...managing directors (MDs) and advisors to develop...High net worthFull time
$65k - $95k
...Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal...High net worthWork at office$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy.... ...planning and compliance services to high-net-worth individuals and privately-... ....Growing as a strategic advisor, you leverage your influence,...High net worthFull timeH1bRemote work- ...Bank, N.A. in Houston, TX seeks a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. The role serves as trusted advisor, coordinating across the bank to tailor solutions and drive client satisfaction and growth. The...High net worth
- ...consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role... ...managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in...High net worth
- Mission Wealth Management Lp is seeking a Tax Administrator in Houston, TX to join a high-performing tax team. You will support... ...documents, and work closely with wealth advisors to deliver tax-centric planning for high-net-worth families. The ideal candidate has 1-2 years...High net worthWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High-Net-Worth Tax Planning Advisor Associate. Be the first to apply!
- income tax preparer Houston, TX
- tax accountant part time Houston, TX
- senior tax associate Houston, TX
- tax specialist Houston, TX
- international tax associate Houston, TX
- tax advisor Houston, TX
- sales & use tax accountant Houston, TX
- tax examiner Houston, TX
- tax accountant Houston, TX
- accountant tax preparer Houston, TX




