Senior Tax Advisor for High-Net-Worth Planning
Mountain Capital Investment Advisors, Inc.
Mountain Capital Investment Advisors, Inc. is seeking an experienced tax professional to deliver comprehensive planning for high-income clients and business owners in a collaborative team setting. You will prepare complex returns, provide proactive tax advice, and partner with financial advisors to integrate planning strategies. Strong communication and a client-focused approach are essential for success. #J-18808-Ljbffr Mountain Capital Investment Advisors, Inc.
$95k - $125k
Senior Tax AssociateLocation: Boulder, CO | Denver, CO | Durango, COSalary... ..., and startups-we blend high-level technical expertise with... ..., S-corporations, and high-net-worth individuals.Advisory Support:... ...and implementing proactive tax planning strategies to minimize...SeniorHigh net worth$100k - $175k
...Senior Advisor/ Director of Sales | Stealth Wealth Management Onsite... ...personally develop and manage high-net-worth client relationships while coaching... ...management, financial planning, and personal production.... ...across investment allocation, tax planning, financial planning...SeniorHigh net worthFull timeWork at office10 hours per week- ...Financial Advisor This Fortune 500 financial institution is built on the strength... ...Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~... ...opportunities Deliver holistic financial planning Support training initiatives and...SeniorHigh net worthWork at office
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... .... The role partners closely with high-net-worth individuals and families to develop... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- ...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial structures... ..., and life insurance planning.A Tax Senior Manager, Private... ...toolsActs as a Career Advisor to associates and senior...SeniorHigh net worthPrivate practiceWork at office
$141k - $290k
...selves. Our goal is to balance high development with high... ...Weaver is looking for talented tax leaders at the Senior Manager level to join our... ...and large businesses to high-net-worth individual clients. Our... ...scope of services includes tax planning and preparation, entity...SeniorHigh net worthImmediate startFlexible hours$135k - $180k
...Sorren Tax Leadership Position Our Firm... ...thrive. We offer a high-performing yet balanced... ...engagements, including high-net-worth individuals, multi-... .... Serve as a key advisor to clients on tax planning strategies,... ...mentor managers and senior associates through goal...SeniorHigh net worthFull timeLocal area- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ..., deadlines, and deliverables. Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
$166k - $227.5k
Director, Senior Wealth AdvisorLocation: Cherry Creek... ...record of advising high-net-worth clients and growing relationships... ...bring deep financial planning knowledge, a... ...Director, Senior Wealth Advisor leads the delivery of... ...management, estate planning, tax strategy, and risk...SeniorHigh net worthFull timeWork at officeFlexible hours$85k - $95k
...with FANTASTIC CULTURE is seeking a Tax Senior. They are looking for a person... ...and tax compliance review and tax planning! You will join a high performing team that works on a... ...partnerships. Review complex high net worth individual, gift and estate tax returns...SeniorHigh net worthSummer workWork at officeHome office$140k - $250k
...Senior Private Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position... ...with High-Net-Worth individuals and families. As a trusted advisor, this position manages... ...identify Financial Planning and Wealth Management...SeniorHigh net worthFull timeFlexible hours- ...Job Description Tax Senior– Remote | Public Accounting... ...while working with a high-caliber client portfolio... ...partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services... ...relationships, acting as a trusted advisor on tax-related matters....SeniorHigh net worthRemote jobFull timeFlexible hours
$125k - $228k
...Austin, TX / Atlanta, GATax - Tax /Full Time /HybridWork with a... ...with Aprio.Job Summary This Senior Manager, Tax role requires an... ...equity knowledge and impact on high net worth individual returns.Key... ...stakeholders.Provide proactive tax planning and advisory services to help...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer. Partner with Relationship Managers... ...between clients and external advisors (attorneys, CPAs) Develop written...SeniorHigh net worthFull time
$200k - $240k
...you'll be doing As a Senior Wealth Strategist, you... ...Managers and high net worth (HNW) clients to develop... ...and implement wealth planning as part of CIBC Private... ...their estate planning, tax planning, philanthropic... ...between clients and outside advisors (i.e., attorneys, CPAs...SeniorHigh net worthFull timeRemote work- ...Senior Wealth Planner The Senior Wealth Planner... ...of Allworth's Wealth Planning Team, responsible for... ...planning solutions for high-net-worth and ultra-high net worth... ...estate planning, advanced tax strategies, and... ...collaborates with Allworth Advisors, the Custodial...SeniorHigh net worthFull timeContract workPart timeInternshipWork at officeFlexible hours
$79k - $142.3k
...GHJ is looking for a Tax Senior / Supervising Senior Associate... ...deliver responsive, high-impact advisory, tax... ...maximization, estate planning and international... ...accountants; we want to be true advisors and collaborators with... ...are developing a high net worth (HNW) practice to...SeniorHigh net worthLocal areaFlexible hoursDay shift$108.94k
...Position Summary: The Senior Tax Associate is responsible for the review and preparation of federal and multi-state income tax returns... ...preparation of income tax returns for pass-through entities, high-net worth individuals, trusts, gift tax returns and private foundations...SeniorHigh net worthOngoing contractWork at officeRelocation package$116k - $216k
...promise, acting as the primary client advisor, developing and implementing strategies... ...The Sr. RM is responsible for serving high net worth clients in their existing book as well... ...team, including trust, investment and planning strategists, based on complexity of the...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$85k - $100k
...Tax Senior Associate Location: Denver, Boulder, Fort Collins, Grand Junction, CO Work Arrangement: In-office or Hybrid A typical... ...components of the tax process are performed -- including tax planning, client interaction and performing special tax projects....SeniorWork at officeLocal areaVisa sponsorship$137.4k - $240.4k
...sales executive role.As a senior member of the Northern... ...to wealth management planning. With the support of... ...’ll work with ultra high net worth(UHNW) individuals, families... ...wealth transfer and tax planning strategies.... ...existing), and professional advisors.You understand this is...SeniorHigh net worthFull timeLocal areaFlexible hours$80k - $115k
...rewarding careers in advisory, assurance, and tax with team members who value innovation... ...exciting career opportunity for a Tax Senior Associate to join the team in our Denver... ...- Take responsibility for pre-engagement planning, execution, and final deliverables -...SeniorWork at officeLocal areaFlexible hours3 days per week$104k - $143k
...future of logistics but building what comes next. Job Title: Senior Tax Associate Company: Prologis Senior Tax Associate, Denver... ...- Prepare and review quarterly tax projections to support tax planning and reporting activities. - Prepare and review quarterly REIT...SeniorFull timeLocal area$85k - $100k
...professional services firm providing accounting, tax, audit, advisory, and consulting services... ..., improve operations, manage risk, and plan for long-term success. Our team... ...hybrid work options Job Details ### Tax Senior Associate **Locations:** Denver, Boulder...SeniorWork at officeLocal areaVisa sponsorship- ...zircon minerals. Position Summary The Senior Tax Associate will play a key role in the... ...projects, and other special tax planning opportunities. Energy Fuels is an Equal... ...with cross-functional teams and external advisors. Physical and Sensory Demands Primarily...SeniorPermanent employmentWork experience placementWork at officeLocal areaRemote workVisa sponsorship
$135k - $165k
Job Title: Senior Fabrication EstimatorCompany: Loenbro, LLCBusiness Unit/Department: Loenbro... ...Lead fabrication estimates from pursuit planning through proposal and turnover, defining... ....Demonstrated success leading complex or high-risk pursuits with minimal oversight....SeniorLocal area$77k - $214k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...Services - Research & Development Tax - Senior Associate, you will focus on providing tax... ...to navigate intricate tax compliance and planning requirements- Utilizing analytical thinking...SeniorFull timeH1b- ...company has two partners retiring. Seeking a Tax leader for the small office. They... ...who loves managing a team, complex tax planning and tax compliance review! Job:... ...partnerships and some C-Corps Review complex high net worth individual, gift and estate tax returns...SeniorHigh net worthWork at officeLocal areaFlexible hours
- ...Comprehensive medical, PTO, generous bonus plan and 401k matchRequirements: 5+ years of... ...passion for becoming a trusted financial advisor to their clients.So if you are an Audit Supervisor... ...procedures- Support and motive audit and senior staff, as well as review work to ensure...Senior
- ...Tax Manager / Senior Tax Manager - Denver, CO (Hybrid) Industry: Public Accounting | Client Focus: HNW, Trusts... ...future direction, growth, and service offering. High-Impact Work: Partner directly with high-net-worth individuals, multi-generational families, and...SeniorHigh net worthFlexible hours
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