Senior Tax Strategist, HNW - Hybrid & High-Impact Planning
Edward Jones HQ
A financial services firm is seeking a professional to support financial advisors and high net worth clients in tax planning strategies. The role requires a Bachelor's degree in Business, Finance, or Law, along with CPA or Masters of Taxation. Ideal candidates should have extensive experience in financial services and a deep understanding of complex tax strategies. Strong communication and organizational skills are essential, along with the ability to collaborate and drive financial planning initiatives. This hybrid role requires occasional office presence. #J-18808-Ljbffr
- ...partner for positive impact to improve the... ...an end-to-end, high net worth (HNW) client experience... ...holistic financial planning, tax and estate... ...Will Do: Support Senior planner and partner... ...Office Portfolio Strategist, etc.) to ensure... ...role is posted as hybrid, if selected and...SeniorTaxHigh net worthTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
$150k - $200k
...their search for a Senior Tax Manager - Private Equity & High-Net-Worth Clients (Partnership... ...role overseeing HNW tax compliance and... ...tax compliance, planning, and consulting services... ...Tower Work Model: Hybrid schedule (in-office... ...to make an impact. Partners maintain an...SeniorTaxHigh net worthWork at officeRemote workMonday to FridayFlexible hours- ...global professional services firm is seeking a tax specialist in Dallas, TX to prepare and review complex tax returns for high net worth individuals and families. This role... ...collaboration with specialists in tax planning services. Candidates should have a bachelor's...SeniorTaxHigh net worthFlexible hours
- ...Tax Senior Manager - High-net-worth Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our... ...levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth...SeniorTaxHigh net worthLocal area
$90k - $110k
A financial services firm is seeking a Financial Planner in Dallas, TX to manage high-net-worth clients. The role involves developing financial strategies, conducting analyses, and maintaining relationships with clients and financial consultants. The ideal candidate will...SeniorTaxHigh net worthWork at officeFlexible hours2 days per week1 day per week- ...and are eager to make an impact. Whether you're... ...EisnerAmper is seeking Tax Senior Associate to join the Private... ...For: Coordinate, plan, and supervise multiple... ...closely held businesses and high net worth individuals... ....com #LI-TW1 #LI-Hybrid Preferred Location...SeniorTaxHigh net worthTemporary workLocal area
$70k - $80k
...Senior Brand Strategist Irving, Texas, United States About Flywheel Flywheel... ...we offer a career with real impact, endless growth... ...Solid presentation skills. High level of intellectual curiosity... ...such as bank account data or tax IDs nor payments via social...SeniorTaxWork at officeLocal areaImmediate startFlexible hours- ...Wealth Advisors and Senior Wealth Advisors to... ...and make a lasting impact with a leader in the... ...help our Ultra High Net Worth clients achieve... ...financial planning solutions using our... ...investment advice, tax strategies, legacy... ...This role follows a hybrid working model. We are...SeniorTaxHigh net worthWork at officeLocal areaRemote workRelocationMonday to Friday
$76k - $125.3k
...challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects... ...and advising of high net worth individuals... ...to challenge senior colleagues and stakeholders... ...led and leader‑enabled hybrid model. Our expectation...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Senior Accountant, Family Office (Hybrid) We are looking to fill a Senior Accountant... ...position with a high net worth family... ...ability to make an impact Primary Responsibilities... ..., financial and tax reporting, including... ...benefits and 401K plan. Available paid leave...SeniorTaxHigh net worthTemporary workWork at officeLocal area
- ...innovation, and are eager to make an impact. Whether you're starting out... ..., or local law. About Our Tax Team: As the largest... ...careers in a fulfilling way. A hybrid between a general tax practice... ...entities as well as high-net-worth individuals, family...SeniorTaxHigh net worthWork at officeLocal areaRemote work
$140k - $190k
...with our client on their search for a Senior Tax Manager - Private Equity & High-Net-Worth Clients. Company... ...Bank of America Tower Work Model: Hybrid schedule (in-office Tuesday and Thursday... ...team members are empowered to make an impact. Partners maintain an open-door...SeniorTaxHigh net worthWork at officeRemote workMonday to FridayFlexible hours- ...are eager to make an impact. Whether you're... ...EisnerAmper is seeking a Senior Consultant - CDBG-... ...a fully remote or hybrid role, if you are... ...engagements, including planning, execution, and... ...largest accounting, tax, and business... ...companies, as well as high net worth individuals...SeniorTaxHigh net worthWork at officeLocal areaRemote work
- ...managing and preparing High Net Worth (typically $5MM+... ...financial and estate plans using their background and... ...outcomes, contribute to impact revenue and enhance client... ...effective on estate, tax and planning trends across... ...Experience advising HNW clients The ability to...SeniorTaxHigh net worthWork experience placementWork at office
$150k - $160k
...firm in Addison, Texas, is seeking a Senior-Level Tax Strategy Attorney to join its... ...the opportunity to lead advanced tax planning strategies for high-income earners and ultra-high-net-worth... ...salary range of $150k-$160k, remote or hybrid work options, and significant...SeniorTaxHigh net worthRemote work- ...Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public... ...a strong middle-market and high-net-worth client base while playing... ...Provide strategic tax planning and consulting recommendations...SeniorTaxHigh net worth
- ...CapTrust Advisors, LLC in Dallas is seeking a Senior Tax Associate to provide tax compliance and consulting services for high-net-worth clients. The role involves regular client correspondence, preparing financial statements, tax return preparation, and collaborating with...SeniorTaxHigh net worthWork at office
- ...Hospitality in Irving, Texas is seeking a Senior Individual Contributor to define and own... ...optimization strategy for airline network planning. The candidate should have a PhD or MSc... ...offers competitive remuneration, bonuses, and hybrid working conditions in a diverse and...Senior
- ...expand your expertise, and make a real impact. The Tax Manager/Senior Manager is responsible for all... ...primary client relationship maintenance, highly proactive management of tax... ...knowledge, and deliver value-added tax planning ideas to clients. Seeking Candidates...SeniorTaxHigh net worthContract work
$220k
...focused CPA firm seeking to hire a Senior Tax Manager as its Dallas practice... ...This team works closely with high-net-worth individuals,... ...minimization strategies, and long-term planning across closely held businesses... ...working with individuals (HNW preferred) and businesses...SeniorTaxHigh net worth- ...A leading tax advisory firm in Dallas, TX is seeking a Partnership Tax Senior Associate to manage a range of tax return preparations for partnerships and LLCs. This... ...build client relationships, all while delivering high-quality work in a dynamic environment. Competitive...SeniorTax
$95k - $115k
...Description Job Description Senior Tax Associate (100% Remote)... ...serving closely held businesses and high-net-worth clients with a combination of strategic tax planning, advisory insight, and hands-... ...What You’ll Gain Flexible hybrid or remote schedule Manageable...SeniorTaxHigh net worthRemote workFlexible hours- ...Job Description - Tax Senior / Tax Manager Location: Las Colinas... ...Factory Area) Schedule: Hybrid - Monday & Tuesday onsite |... ...Firm Our client is a highly respected public accounting firm... ..., consulting, and estate planning services with a relationship-...SeniorTaxHigh net worthFull timeRemote workMonday to FridayFlexible hours
$150k - $160k
...firm is seeking an experienced Senior-Level Tax Strategy Attorney to join its... ...working on complex tax planning matters in a collaborative, team... ...strategies for entrepreneurs, high-income earners, and ultra-high... ...being fully remote or hybrid Medical, dental, and vision coverage...SeniorTaxHigh net worthRemote workFlexible hours- ...Wealth Strategist Houston, Texas;Dallas, Texas To... ...management, including planning for retirement, education... ...goals. This is a highly visible position within... ...other material on topics impacting the UHNW client... ...individuals ~ Strong Tax, legal research and writing...TaxHigh net worthPrivate practiceWork at officeWork from homeShift workDay shift
$157.2k
...The Private Client team helps high‑net‑worth individuals and... ...integrates wealth management, tax planning, and family office services,... ...enterprise planning. The Wealth Strategist serves as an advisor on the most... ..., present at high‑level impact conferences or produce written...TaxHigh net worthWork at office$114k - $165.3k
...Senior Private Wealth Advisor, Practice Lead... ...point of contact for high-net-worth client... ...make a meaningful impact on the financial lives... ...onboarding, financial planning, and investor... ...income optimization, tax-advantaged savings... ...***For remote and hybrid positions you will...SeniorTaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Storgate is seeking a Senior Tax Advisor to join our family office platform... ...teams to support ultra-high-net-worth families, family offices... ...businesses across tax planning and compliance. The ideal candidate... ...tax laws and assess impacts for client families Prepare...SeniorTaxHigh net worthWork at office
- ...Private Wealth Senior Counsel (8+ years) Multiple U.S. Locations | Hybrid / Remote Flexibility Availabl... ...private wealth and estate planning practice. This... ...or St. Lou is, though highly qualified candidates in... ...wealth preservation, and tax strategies. This role offers...SeniorTaxHigh net worthWork at officeRemote work
$130k - $155k
...seeking an experienced Senior Trust Officer specializing... ...expertise and high-touch relationship management... ...culture and collaboration Hybrid schedule with limited... ..., caregivers, estate planning attorneys, and financial... ...understanding of estate and trust tax coordination...SeniorTaxHigh net worthWork at officeLocal areaRemote work
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