Tax Operations Specialist — High-Net-Worth Clients
Cerity Partners LLC
Cerity Partners LLC is seeking a detail-oriented Tax Administrative Associate in Cincinnati, OH. This role focuses on preparing and reviewing complex Federal and state income tax returns for high-net-worth individuals, ensuring top-tier service and accuracy. The ideal candidate will have a Bachelor's degree, proficiency in UltraTax, and strong interpersonal skills. Competitive benefits include health insurance from day one, a 401(k) plan, and unlimited PTO. #J-18808-Ljbffr Cerity Partners LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Operations Specialist — High-Net-Worth Clients in Cincinnati, OH vacancy
- ...FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a... ..., wealth transfer strategies, and close client collaboration. Qualified candidates have... ...Ohio licensure, and a track record serving high-net-worth individuals in a Family Office setting....High net worthWork at office
- BDO USA is seeking a Tax Managing Director for Private Client Services (PCS) to lead engagements, drive tax planning, and deliver high‑touch consulting for high net‑worth clients. This role sits on the office/region leadership team, shaping strategy and client relationships...High net worthWork at office
- ...is seeking an Associate Wealth Advisor to provide comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. You will assist with the operational needs of client accounts and help manage client relationships. This role...High net worth
- ...Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and partner with product specialists to deliver comprehensive financial planning and fiduciary advice. The...High net worthWork at officeRemote workFlexible hours
- Scroggins Grear Consultants & CPAs in Cincinnati is seeking a Senior Tax Specialist to prepare tax returns for diverse clients, review financial statements, and provide tax planning guidance. The role emphasizes client service, mentorship of staff, and clear communication...SuggestedWork at officeRemote work1 day per week
- A financial institution is seeking a Private Bank Wealth Advisor III in Cincinnati, Ohio. The role focuses on managing high-net-worth client relationships and delivering Wealth Plans. Candidates should have a Bachelor's Degree and at least 5 years of wealth management experience...High net worthRemote jobWork at officeFlexible hours
$215k - $270k
Job Description Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family... ...people with complicated tax and financial structures. The...High net worthPrivate practiceWork at office- ...mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience...High net worthWork at office
- Cerity Partners in Cincinnati is looking for a Tax Professional to join our team. In this role, you will prepare and review complex tax returns for high-net-worth individuals and assist with various client inquiries. A Bachelor's Degree in Finance or Accounting is required...High net worth
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...and compliance services to high-net-worth individuals and privately-owned... ...innovate processes, and maintain operational excellence while interacting...High net worthFull timeH1bRemote work$91.77k - $212.75k
...career, KPMG provides audit, tax and advisory services for organizations... ...real results for our clients. It's also enabled by our... ...skills in the following areas: High Net-Worth Individuals, Partnership and... ...trustworthiness, and safeguard business operations and company reputation....High net worthH1bLocal areaWeekend work- ...Partners Management LLC is seeking a detail-oriented Senior Tax Associate for its Cincinnati office. This role involves preparing... ...entity tax returns while delivering exceptional service to high-net-worth clients. The ideal candidate will have 3-5 years of relevant...High net worthWork at office
- ...Knoxville Area and beyond with accounting, tax consulting, and wealth management... ...long-term strategic partners, helping our clients navigate complex financial challenges and... ...industries, including medical practices, high net worth individuals and their families, all professional...High net worthFull timeWork experience placementSummer workLocal areaRemote workWork from home
- Senior Tax Accountant | Tax Supervisor - REMOTE A well‑established professional services firm is seeking a Tax Accountant to support a diverse client base of growing businesses and high‑net‑worth individuals. This position blends traditional tax preparation with exposure...High net worthRemote jobWork at office
- BCG Attorney Search is seeking an Estate and Tax Planning Associate Attorney in Cincinnati, Ohio. The attorney will advise on... ...trust administration, and business succession planning for high-net-worth clients. The position requires 3-5 years of experience and Ohio licensure...High net worth
- ...professional services firm is looking for a Remote Senior Tax Accountant to prepare tax returns and provide... ...financial advice. This role involves working with a diverse client base, including businesses and high-net-worth individuals, and offers opportunities for growth in...High net worthRemote job
- Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns... ...of tax season, and values delivering exceptional service to high‑net‑worth clients? If so, you may be a great fit for our Raleigh Tax team. We...High net worthWork experience placement
- FBT Gibbons LLP in Cincinnati, OH, seeks an Estate & Tax Planning Associate to advise high- and ultra-high-net-worth clients on gift and estate tax matters, trust administration, and business succession planning. The role offers a hybrid work environment with three days...High net worthWork at office
- ...the first 25 applicants Direct message the job poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor...High net worthFull timeWork at officeLocal area
- Job Overview A law firm seeks an Estate and Tax Planning Associate Attorney in Cincinnati, Ohio. The successful candidate... ..., providing comprehensive legal solutions to a diverse client base, including high-net-worth individuals and family offices. Duties Advise clients on...High net worthWork at office
- ## Tax Administrative AssociateApplyremote type: Onsitelocations: Cincinnati, OHtime type: Full timeposted on: Posted 10 Days... ...great tax advice and service are incredibly valuable to high-net-worth clients? If so, you may be a great fit for our Cincinnati Tax team....High net worthWork experience placement
- ...leading professional services firm in Cincinnati is seeking a Tax Senior Accountant to manage tax engagements including... ...with competitive compensation and comprehensive benefits, aiming to foster client relationships and deliver high-quality service. #J-18808-Ljbffr UHY-US
- H&R Block in Cincinnati, OH is seeking a seasonal Tax Associate to start a career in tax and client services with in-person training and support. You’ll work directly with clients to gather information and prepare tax returns at a local tax office. With no prior tax experience...Seasonal workWork at officeLocal areaAfternoon shift
- H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, with training... ...and support from day one to prepare tax returns and answer client questions while building client relationships. You will meet with...Seasonal workWork at officeLocal areaFlexible hours
- H&R Block is seeking a Seasonal Tax Associate in Oklahoma for in-person client service at a local office. You will meet with clients to gather information, prepare returns with training, explain tax details clearly, and identify potential savings opportunities. No prior...Hourly paySeasonal workWork at officeLocal area
- ...Private in the United States. You will lead tax advisory initiatives, analyze complex tax... ...junior team members while building strong client relationships and understanding the... ...collaboration across teams, and adherence to high professional standards. Expect a dynamic,...
$77k - $214k
...advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time... ...transition. Our team helps our clients design and implement personal... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting...High net worthH1b- ...Attorney with strong experience in estate planning and tax law to join our private client practice. The successful candidate will advise individuals... ...of delivering practical, tax-efficient solutions for high-net-worth clients while collaborating with colleagues and...High net worthPrivate practice
$180k - $195k
...FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a... ...offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global... ...tools Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals...High net worthTemporary workWork at office- ...Experienced Associate. The role involves auditing transaction cycles, designing audit procedures, and developing relationships with clients and team members. Applicants should have a Bachelor's degree in accounting or a related field and one year of public accounting...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Operations Specialist — High-Net-Worth Clients. Be the first to apply!
Related searches
- accountant tax preparer Cincinnati, OH
- senior tax associate Cincinnati, OH
- tax consultant Cincinnati, OH
- tax advisor Cincinnati, OH
- entry level tax accountant Cincinnati, OH
- tax associate Cincinnati, OH
- sales & use tax accountant Cincinnati, OH
- entry level tax preparers Cincinnati, OH
- income tax preparer Cincinnati, OH
- tax preparers Cincinnati, OH

