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
- ...US in White Plains, NY is seeking a Tax Senior Associate to strengthen its Private Client Services... ...will manage a diverse portfolio of high-net-worth clients, including individuals,... ...opportunities for growth, and exposure to planning strategies, with a competitive salary...High net worth
$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- ...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...SuggestedDaily paidPermanent employmentPart time
$90k - $125k
...Feldman is seeking a Senior Tax Staff Accountant,... ...Perform tax research and planning, as needed, to solve... ...reports that may include net worth statements, cash flow schedules... ..., royalty allocations, prepping RMD schedules,... ...years in a similar role is highly preferred Experience...High net worthWork experience placementWork at officeLocal area$65k - $85k
...Rennert & Feldman is seeking a Tax Staff Accountant to join our... ...projections Perform tax research and planning, as needed, to solve client’s... ...reports that may include net worth statements, cash flow schedules... ...CPA or CPA eligibility is highly preferred Solid interpersonal...High net worthWork experience placementWork at officeLocal area$85k - $140k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...exciting career opportunity for a Tax Senior Associate to join the team in one of our New York... ...accountsTake responsibility for pre-engagement planning, execution, and final...Private practiceLocal areaFlexible hours3 days per week- A Career with Point72's Tax TeamPoint72’s Tax team sits at the center of a sophisticated global... ...platform, overseeing tax compliance and planning across hedge funds, private equity and management companies, high-net-worth individuals, and tax-exempt organizations.The...High net worthWork at office
$90k - $125k
## Senior Tax Staff AccountantApplyremote type: Partially... ...tax research and planning, as needed, to solve... ...reports that may include net worth statements, cash flow schedules... ..., royalty allocations, prepping RMD schedules,... ...years in a similar role is highly preferred* Experience...High net worthWork experience placementWork at officeLocal area$130k - $165k
...Job Description Job Description Most Tax Manager roles give you more returns to... ...PCS practice. You'll work directly with high-net-worth and ultra-high-net-worth individuals, families... ...and estates across complex compliance, planning, and advisory matters. The work...High net worthPrivate practice$85k - $140k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...exciting career opportunity for a Tax Senior Associate to join our Commercial Services Team in... ...accountsTake responsibility for pre-engagement planning, execution, and final deliverablesAssist...Local areaFlexible hours3 days per week$105k - $175k
Opportunity ID 9285/*generated inline style */ Department Tax /*generated inline style */ Location(s) Long Island, New York, White... ...client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections...High net worthWork experience placementInterim rolePrivate practiceWork at officeLocal areaFlexible hours3 days per week$100k - $150k
...DaviesPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and... ...practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses....High net worthFull timePrivate practiceLocal area3 days per week$190k - $250k
...should have a meaningful voice in the relationships, planning, and growth of the practice. A leading public accounting... ...firm is looking to add a Private Client Services Tax Director to work with high-net-worth and ultra-high-net-worth individuals, families, business...High net worthPrivate practice$95k - $115k
...top-ranked accounting, tax, and advisory firm with... ...and partners to deliver high-quality client service,... ..., provide tax planning support, and assist in... ...mentor, and train tax associates and senior associates,... ...taxation.Experience with high-net-worth individual taxation a plus...High net worthFull timeLocal area3 days per week- ...Knoxville Area and beyond with accounting, tax consulting, and wealth management... ...industries, including medical practices, high net worth individuals and their families, all professional... ...& RESPONSIBILITIES: Assist in tax planning and business advisory services...High net worthFull timeWork experience placementSummer workLocal areaRemote workWork from home
- ...senior-level role with a title of Senior Tax Associate. The role will take on a Hybrid schedule... ...be responsible for collaborating on tax planning activities, as well as, pertinent tax... ...suite of products Ability to maintain a high level of confidentiality while being...High net worthFull timeTemporary workWork at officeImmediate startFlexible hours
$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated... ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and... ...maximize refunds, and provide future tax planning advice. Utilize resources such as...Local area$32.5 - $36 per hour
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated... ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and... ...maximize refunds, and provide future tax planning advice. Utilize resources such as...Local area$100k - $140k
...respected mid-size CPA firm serving high-net-worth individuals and businesses across... .../review individual and business tax returns Advise clients on tax planning and savings Stay current on tax laws... ...Support financial statement prep and tax filings Build strong client...High net worthFull timeRemote workFlexible hours$16 per hour
...attorney with 4–6 years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates. This role centers on advanced wealth transfer strategies, tax-driven estate planning, and preparation of Federal and New York...High net worth$25 - $38.46 per hour
...entire client relationship with a plan-based approach to financial... ...and Key. **Education*** High School Diploma , GED, or equivalent... ...strategies, retirement planning, and tax optimization. This role... ...strong relationships with high-net-worth clients, providing...High net worthHourly payWork experience placementDay shift$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- ...understanding of the importance of financial planning. • Thrives in an environment of... ...delivering client service and supporting high-net worth clients. Working under moderate supervision... ...tomorrow's challenges. We equip our associates with future-focused skills and AI tools...High net worthFull timeWork at office
$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 area$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$135k - $160k
...Leadership Opportunity Tax Manager / Future Tax... ...offers. A highly respected and growing CPA... ...-performing Senior Tax Associate looking to take the next... ...entities High-net-worth individuals Partnerships... ...strategic tax planning and advisory services...High net worthTemporary work- ...reporting. The role will interface with and support both Sales and Planning. Major Tasks, KeyResponsibilities and Key Accountabilities: -... ...controls and supporting the documentation and review process associated with internal controls - Coordinate requests with the external...Contract work
- ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ..., and life insurance planning.A Tax Manager, Private... ...Responsibilities:Supervises associates and senior associates...High net worthPrivate practiceWork at office
- ...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... ...changes in client overall business, including net income forecasts, cash flow forecasts,...
$65k - $85k
...Rennert & Feldman is seeking a Tax Staff Accountant to join our... ...projections Perform tax research and planning, as needed, to solve client’s... ...reports that may include net worth statements, cash flow schedules... ...CPA or CPA eligibility is highly preferred Solid interpersonal...Work experience placementWork at officeLocal area
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