High-Net-Worth Tax Associate: Prep & Planning
The Greene Group
A boutique advisory firm in White Plains is seeking a Tax Accountant to prepare tax returns and communicate with clients. The ideal candidate will have over a year of experience in tax preparation and proficiency with accounting software. Responsibilities include identifying tax strategies, ensuring timely filings, and providing excellent client service. This full-time position offers the chance to work in a dynamic financial services environment. #J-18808-Ljbffr The Greene Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the High-Net-Worth Tax Associate: Prep & Planning in White Plains, NY vacancy
$90k - $125k
...Senior Tax Staff Accountant White Plains, New... ...Perform tax research and planning, as needed, to solve client... ...that may include net worth statements, cash flow schedules... ..., royalty allocations, prepping RMD schedules,... ...supporting entertainment and/or high net-worth individuals...High net worthWork experience placementWork at officeLocal areaGelfand, Rennert & Feldman
White Plains, NY3 days ago$65k - $85k
...& Feldman is seeking a Staff Tax Accountant to join our team of... ...projections Perform tax research and planning to solve client's tax issues,... ...reports that may include net worth statements, cash flow... ...~ CPA or CPA eligibility is highly preferred ~ Ability to learn...High net worthWork experience placementWork at officeLocal areaFocus Financial Partners Inc.
White Plains, NY1 day ago$90k - $125k
...& Feldman is seeking a Senior Tax Staff Accountant to join our team... .... Perform tax research and planning as needed to solve client tax... ...financial reports, including net worth statements, cash flow schedules... ...supporting entertainment and/or high‑net‑worth individuals,...High net worthWork at officeLocal area- ...qualified individual for the position of Tax Associate. The individual selected for this... ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.... ...the business management team for tax planning, tax research, and ongoing education...High net worthFull timeWork at officeLocal area
Focus Partners Wealth
Yonkers, NY3 days ago $80k - $110k
...wealth management, financial advisory and tax/accounting services. NEWLY-CREATED TAX... ...trusts. Identify and implement basic tax planning strategies to help clients minimize liabilities... ...communication skill. Seniority level Associate Employment type Full‑time Job function...High net worthFull timeWork at officeLocal area$25.5 - $28.5 per hour
...Overview Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across... ..., maximize refunds, and provide future tax planning advice. Utilize resources such as...Seasonal workLocal area$100k - $120k
...Description Job Description Senior Tax Accountant / Tax Manager | Hybrid Schedule... ...the trusted tax advisor for businesses, high-net-worth individuals, estates, trusts, and... ...client relationships, provide year-round tax planning, and work alongside experienced professionals...High net worthFull timeSeasonal work- ...our dynamic team at Weinstein & Formanek PC, CPAs as a Senior Tax Prep Accountant in Mamaroneck, NY. This is an exciting opportunity to... ...business tax returns for accuracy and compliance. Provide tax planning and consulting services to clients. Research tax issues and...Daily paidPermanent employmentPart time
- BCG Attorney Search is seeking a Tax Associate to join their team in White Plains, NY. The ideal candidate will have a strong interest in... ...to provide legal advice and assist clients with tax planning and compliance. Qualifications include a Juris Doctor (JD) degree...
- Job Overview A law firm seeks a Tax Associate in White Plains, NY. The ideal candidate will have a strong interest in tax practice, with... ...Provide legal advice on tax-related matters. Assist with tax planning and compliance for clients. Conduct research and analysis on...
$130k - $160k
Focus Financial Partners is hiring a Senior Financial Planner in White Plains. This role involves preparing financial plans for ultra-high-net-worth clients using eMoney extensively. Candidates should have over 3 years of experience in financial planning and strong interpersonal...High net worth$180k
...T+E Attorney, as they look to continue their strong growth pattern. Here are the headlines: Responsibilities Estate & Tax Planning: Advise high-net-worth clients on estate planning strategies, including wealth preservation, tax minimization, and trust structuring. Trust...High net worth$180k
...requires a minimum of 4 years of experience and expertise in Trusts and Estates law. Responsibilities include advising high-net-worth clients on estate planning strategies, handling probate proceedings, and assisting in litigation support for estate and trust disputes. This...High net worth$95k - $115k
...Underwriting team. The ideal candidate will have a Bachelor's degree and a minimum of 7 years of high net worth underwriting experience. This crucial role involves planning and budgeting for a book of business while engaging effectively with brokers and executing underwriting...High net worth$110k - $190k
Morgan Stanley seeks an experienced estate planning strategist to work with ultra-high net worth clients in New York. The role requires a J.D. with a minimum of... ...in trusts and estates, strong knowledge of estate and tax planning strategies, and client collaboration skills....High net worth$220k - $250k
...a mid-level Trusts & Estates Associate (4+ years) to join its Private... ...with sophisticated estate planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries... ...complex wealth transfer and tax planning matters. Why...High net worthWork at officeMarina Sirras & Associates LLC
Stamford, CT2 days ago$130k - $160k
...more than 35 years of experience serving high‑and ultra‑high‑net‑worth individuals and families. The firm... ...and maintain comprehensive financial plans for high‑net‑worth and ultra‑high‑net‑... ...situations involving retirement planning, tax planning, estate planning, cash flow,...High net worthWork at officeLocal areaFocus Financial Partners Inc.
White Plains, NY3 days ago$80k - $90k
...member of the Accounting and Tax Services team, ensuring client... ...financial reports, and support tax planning and preparation efforts. This... ...critical role in delivering a high-quality client experience by... ...professionals serving high‑net‑worth individuals and business owners...High net worthWork at officeTrivium Point
White Plains, NY1 day ago$25 - $38.46 per hour
...entire client relationship with a plan-based approach to financial... ...and Key. Education: High School Diploma, GED, or equivalent... ..., retirement planning, and tax optimization. This role requires... ...strong relationships with high-net-worth clients, providing...High net worthHourly payWork experience placementDay shift$65k - $85k
...& Feldman is seeking a Staff Tax Accountant to join our team in... ...projections Perform tax research and planning to solve client tax issues as... ...reports that may include net worth statements, cash flow... ...plus CPA or CPA eligibility highly preferred Ability to learn new...Work experience placementWork at officeLocal area$65k - $85k
Gelfand, Rennert & Feldman, LLC is seeking a Staff Tax Accountant to join our team in White Plains, NY. In this hybrid role, the successful candidate will prepare various types of tax returns, review reports, and perform tax research to assist clients. The ideal candidate...Work at office$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one... ...refunds, and provide future tax planning advice. Utilize resources... ...social presence as a TurboTax associate, creating accessible tax-related...Seasonal workLocal areaFlexible hoursAfternoon shiftIntuit
White Plains, NY21 hours ago$32.5 - $36 per hour
...Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one... ..., and provide future tax planning advice. Utilize resources such... ...social presence as a TurboTax associate, creating accessible tax-related...Seasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Mamaroneck, NY1 day ago- ...Seasonal Entry Level Tax Preparer At Jackson Hewitt, we provide an invaluable service... ...of why we work here. Together we are highly passionate about what we do, and how we can... ...Answer questions and provide future tax planning to clients. Resolve client complaints...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
Jackson Hewitt
White Plains, NY1 day ago $32.5 - $36 per hour
...Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts Retail On-Site in one... ..., and provide future tax planning advice. Utilize resources such... ...social presence as a TurboTax associate, creating accessible tax-related...Seasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Valhalla, NY3 days ago- Responsibilities And Skills To work with senior estate planning strategists and teams of investment... ...focusing on estate, gift and income tax planning. More Specifically Working... ...to build relationships with ultra‑high net worth clients and prospective clients relating...High net worthTemporary work
$95k - $115k
...with colleagues throughout the organization. This person will plan and budget for the book of business, develop and maintain broker... ...support. Qualifications Bachelor’s Degree Minimum 7 years high net worth underwriting experience Demonstrated technical expertise and product...High net worthFull timeWork at office$71.3k - $80.5k
...solutions advised and understanding the importance of financial planning. Thrives in an environment of empowerment and accountability... ...Advisors in delivering client service and supporting high-net worth clients. Operates under moderate supervision, leading advisory...High net worthWork experience placement- ...reporting. The role will interface with and support both Sales and Planning. Responsibilities Review and approve the set up and... ...controls and supporting the documentation and review process associated with internal controls Coordinate requests with the external/internal...Contract work
Computech
Valhalla, NY3 days ago - ...consulting services. We are in search of a highly motivated candidate to join our talented... ...for the team, which includes Financial Planning and Analysis, Revenue Pricing and Analysis... ...the client’s overall business, including net‑income forecasts, cash‑flow forecasts, and...
Ampcus
White Plains, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High-Net-Worth Tax Associate: Prep & Planning. Be the first to apply!
Related searches
- tax associate White Plains, NY
- tax preparers White Plains, NY
- accountant tax preparer White Plains, NY
- tax accountant White Plains, NY
- tax examiner White Plains, NY
- seasonal tax preparer White Plains, NY
- tax specialist White Plains, NY
- tax advisor White Plains, NY
- tax consultant White Plains, NY
- high net worth White Plains, NY