Lead HNW Tax & Wealth Advisory Partner
$300k - $400kWhitman Advisory Job Community
Whitman Advisory Job Community is seeking an experienced High-Net-Worth Tax Partner to lead and expand a private client tax practice. This role focuses on strategic tax planning, compliance, and advisory services for high-net-worth individuals and families. The ideal candidate should have 12+ years of experience in HNW tax advisory, strong leadership capabilities, and proven business development skills. Competitive compensation ranges from $300,000 to $400,000 commensurate with experience. #J-18808-Ljbffr Whitman Advisory Job Community
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by... ...candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with a...TaxHigh net worthFull time$200k
Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving...TaxHigh net worthFull time- Overview The Wealth Portfolio Manager is responsible... ...high-net-worth (HNW) client... ...execution across internal partners. Key Responsibilities... ...Wealth Advisor to lead meaningful portions... ...allocation drift, tax efficiency, liquidity... ..., or investment advisory supporting HNW client...TaxHigh net worth
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...TaxHigh net worth
- ...comprehensive, tailored wealth management experience.... ...provide concierge-level advisory for our most complex... ...business development. You\'ll partner closely with leadership... ...estate planning, tax optimization strategies... ...demonstrated experience serving HNW/UHNW clients in a multi...TaxHigh net worthWork at office
- ...Group Connecting skilled Tax Professionals with highly... ...Chief Tax Officers, and Tax Partners, in both private industry... ...Canada). Our client, a leading New York-based accounting and advisory firm providing tax, audit... ...00 - $350,000 1 week ago HNW Tax Partner/Director -...TaxHigh net worthFull time
$175k - $400k
...Description Job Description Tax Partner - High Net Worth... ...and other related matters. Lead a team of tax professionals,... ...experience specializing in HNW tax advisory, with leadership experience.... ...and gift tax regulations, and wealth transfer strategies. ~ Strong...TaxHigh net worth- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot... ...and families. This role will lead complex tax planning,... ...structures, and multigenerational wealth transfer strategies. Key Responsibilities... ...at a Top 50 audit, tax, and advisory firm preferred Based in or...TaxHigh net worthFull timeWork at officeRelocation1 day per week
$115k - $270k
...closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have... ...our people, our clients and customers, and leading-edge technology, data and design.... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...TaxHigh net worthFull timeTemporary workPart time$120k - $140k
...believe you would be an outstanding fit on our wealth management team. Primary... ...personal, business and fiduciary income tax returns including multi-state filings Preparation... ...Compensation Range $120,000-$140,000 Why Cerity Partners Our people drive our success by working...TaxHigh net worthWork at officeLocal areaFlexible hours- ...**About Siegfried Advisory**Siegfried Advisory... ...leadership, financial, and tax advisory services... ...build, evolve, and lead Siegfried Advisory’... ...their growth and wealth potential. We help... ...* High net-worth (HNW/UHNW) individuals... ...all non-TR areas* Partner with The Siegfried...TaxHigh net worthWork at officeNight shiftWeekend work
$147k - $152k
EisnerAmper LLP is seeking a Tax Accountant in New York to provide tax compliance and advisory services to high net worth individuals. The ideal candidate will have at least 5 years of accounting experience and CPA licensure. Your responsibilities will include preparing...TaxHigh net worth$130k - $170k
...Description Job Description BBR Partners is a premiere, boutique wealth management firm providing investment... .... The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team... ...external advisors (e.g., attorneys, tax accountants, etc.) to deliver...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours$10 per hour
...to reach your goals. We are seeking a Partner for our Client Accounting and CFO... ...largest and fastest growing accounting and advisory firms in the industry You will have the... ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly...TaxHigh net worthLocal area- ...Family Office Reporting & Advisory, Vice PresidentGoldman... ...), part of the Private Wealth Management division, is... ...and technology, leading the implementation and... ...Oversee a reporting team and partner across wealth management... ..., wealth planning, tax and estate advisory, and...TaxHigh net worthWork at office
- YO IT Consulting is seeking experienced Wealth Managers to evaluate AI systems in financial... ...robust understanding of estate planning, tax-aware investing, and risk tolerance... ...expertise will enhance AI's accuracy in wealth advisory scenarios. #J-18808-Ljbffr YO IT...TaxHigh net worthRemote jobFor contractors
- ...Private Wealth Planner The Private Client experience at J.P. Morgan... ...trusts & estates, individual tax rules (both transfer and... ...goals-based investing, financial advisory at a broker-dealer, RIA and/or... ...with market leaders & practice partners without daily contact with one...TaxHigh net worthWork at office
$190k
Tax Senior Manager/Partner - High Net Worth - Remote Tax Senior Manager/Partner - High Net Worth -... ...seeking a Senior Manager or Partner to lead their HNW segment. The firm partners with... ...taxation and structures. Collaborate with wealth management teams to align investment...TaxHigh net worthRemote job16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours- ...Description The senior wealth advisor position at Mariner will lead a wealth management team... ...collaboration with strategic partners Commitment to advanced... ...across the wealth advisory team Qualifications... ...with fee-based consulting, tax, mutual funds, money manager...TaxHigh net worth
- ...client is seeking a Senior Wealth Advisor to join their... .... You will play a lead role in expanding the client... ...investment advice, and partnering cross-functionally to... ...across investment strategy, tax aware planning,... ...+ years of investment advisory experience. ~ A portable...TaxHigh net worthRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be... ...be able to advise on investment strategy, tax planning, retirement planning, estate planning... ...Must Have ~10+ years of investment advisory experience ~ An existing client book of...TaxHigh net worthWork at officeImmediate start$100k
...acquire and integrate an established $500K tax book of business . The firm is prepared... ...growth strategy focused on expanding advisory capabilities, deepening client relationships... ...annually) - Experience mentoring and leading teams This opportunity is ideal for a...TaxHigh net worthImmediate start$130k - $140k
Portfolio Reporting Team Lead page is loaded##... ...conversations with Management and Partners across the firm.* An... ..., outstanding wealth management is about people... ...independent financial advisory firms. We serve high-net... ...Our in-house experts of tax advisors, financial planners...TaxHigh net worthTemporary workLocal areaRemote workFlexible hours- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice... ..., focused on delivering integrated tax advisory and compliance solutions to high net... .... This role offers the opportunity to lead complex client relationships, advise on...TaxHigh net worthPrivate practiceLocal area
$132.42k - $217.55k
...Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of... ...affluent, and high‑net‑worth (HNW) segments. This individual will... ...inbound leads into long‑term advisory relationships Own sales strategy...High net worthFull timeFlexible hours$30 per hour
...department as a Senior Family Wealth Strategist. The Senior Family... ...guidance and education on estate, tax, philanthropic, and... ...net worth of at least $ 30 M. Lead client engagements in collaboration... ...client service. Guidance to advisory teams and clients as to family...TaxHigh net worthWork at officeRemote work$300k
Reid CPAs, LLP. is seeking a Technical Tax Partner in New York, NY, to provide advanced tax planning and advisory services to multinational entities and high-net-worth clients. With a focus on creating tax-efficient structures and managing a substantial client portfolio...TaxHigh net worthFlexible hours$250k
Trust & Estates Partner Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice to high-net-worth families with... ...foundations, and other aspects of wealth management. Responsibilities Build and...TaxHigh net worth$104.7k - $174.5k
...Wilmington Trust is seeking a Wealth Management Senior Associate to... ...most complicated High Net Worth (HNW) and Ultra‑High Net Worth (... ...solutions across trusts and estates, tax, and family‑law related... ...and collaborate with internal partners to enhance client relationships...TaxHigh net worthWork at office$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA +... ...investment management, advanced tax planning, and multi‑... ..., you will serve as the lead strategist on... ...disciplinary expertise. You will partner directly with clients... ...benefits Direct impact on HNW/UHNW client strategy at...TaxHigh net worthRemote jobFull timeWork at officeFlexible hours
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