Senior Tax Director - High Net Worth Client Strategy
Dean Dorton
Dean Dorton in Cincinnati seeks an experienced Tax Associate Director, High Net Worth Individuals, to lead a portfolio of high net worth clients, oversee engagements, and mentor staff. This role blends technical tax work with strategy and business development, requiring CPA licensure, multi-entity experience, and strong client relationship skills. Travel may be required; travel may be occasional. You will collaborate with attorneys and wealth advisors to deliver sophisticated planning and #J-18808-Ljbffr Dean Dorton
- ...Wealth Planner to deliver planning for clients with $1-$10M in net worth. You will conduct in-depth discovery... ...and implement comprehensive wealth strategies. You will lead engagements, develop... ...advisors and staying current on tax and planning strategies. #J-18808-Ljbffr...SeniorHigh net worth
- ...for individuals, firms, and clients alike. That’s why we’ve built... ...are seeking an experienced Senior Tax Manager to lead tax compliance... ...consisting primarily of high‑net‑worth individuals, families, trusts... ...transfer, and trust planning strategies. Serve as the primary relationship...SeniorHigh net worthTemporary workImmediate start
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...compliance services to high-net-worth individuals and privately... ...the owners of PwC. As a Senior Manager you are expected...SeniorHigh net worthFull timeH1bRemote work- U.S. Bank is seeking a seasoned wealth management professional to retain and grow high net worth client relationships, coordinating a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. The role requires NMLS registration under...SeniorHigh net worthWork at officeFlexible hours
- ...Job Description Job Title: Senior Tax Manager – HNW, Partnerships... ...for our technical expertise, client-first culture, and... ...balance. We specialize in serving high-net-worth individuals, partnerships, and... ...Work – Engage in complex tax strategy and advisory ~...SeniorHigh net worthFull timeRemote workHome office
- U.S. Bank is seeking a Private Wealth 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...SeniorHigh net worthWork at officeRemote workFlexible hours
- ...leading wealth management firm is seeking a skilled individual for a 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...SeniorHigh net worthWork at office
- A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role involves leading financial planning engagements, conducting discovery conversations, and collaborating with internal...SeniorHigh net worthRemote work
- ...professional services firm in Cincinnati is seeking a Tax Senior Accountant to manage tax engagements including preparation... ...competitive compensation and comprehensive benefits, aiming to foster client relationships and deliver high-quality service. #J-18808-Ljbffr UHY-USSenior
- Mellott & Mellott is seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base of high‑net‑worth individuals, families, trusts, and closely held businesses. The role requires strong technical expertise...SeniorHigh net worth
- 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...SeniorHigh net worthRemote jobWork at office
- ...Financial in Cincinnati, OH seeks a Senior Wealth Planner to deliver... ...sophisticated planning for high-net-worth clients. You will lead complex... ...collaborate across estate, tax, business, and liquidity planning... ...to translate complex strategies into actionable plans for clients...SeniorHigh net worth
- ...FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP... ...irrevocable trust planning, wealth transfer strategies, and close client collaboration. Qualified candidates... ..., and a track record serving high-net-worth individuals in a Family Office setting...High net worthWork at office
$77k - $214k
...needs such as audit, tax compliance, and planning... ...focusing on business strategy. You’ll have the opportunity... .... Our team helps our clients design and implement... ..., entrepreneurs, and high net worth individuals. You’ll be... ...in the future. As a Senior Associate, You'll Work...SeniorHigh net worthH1b$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual... ...the ability to interact with clients on their personal tax matters... ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... ...entry-level employees to senior leaders, we believe there’s...High net worthWork at officeLocal area$110k
...Job Description Senior Tax Advisor - Dental Practice... ...long-term wealth. Our clients include dentists,... ...surgeons, and other high-net-worth business owners who need... ...understand and act on strategy. The Role As a Senior... ...to grow into a Director, Practice Leader, or...SeniorHigh net worthFull timeRemote workFlexible hours- Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on... ...planning, business planning, and tax planning, translating complex strategies for financial advisors and their clients. The successful candidate will...SeniorHigh net worthRemote jobWork at office
- ...seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This... ...planning, business planning, and tax planning strategies, translating complex concepts... ...serving high‑net‑worth clients. Bachelor’s degree required;...SeniorHigh net worthWork at office
- ...Descriptions & requirements Overview:The Director of Tax will lead the tax strategy, planning, and compliance... ...accounting firms within the Private Client Services / Family Office /... ...efficient wealth transfer strategies for high-net-worth individualsExperience overseeing complex...High net worthWork at officeLocal area
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions team helps guide clients through their most critical moments and... ...integration/carve-out readiness—while leading high-performing teams in competitive deal...SeniorOdd jobWork experience placementLocal area- ...best place to work. About Tax Services Dean Dorton's tax... ...comprehensive solutions to our clients, serving a wide variety of... ...to implement an overall tax strategy covering local, state, national... ...the Role The Tax Associate Director, High Net Worth Individuals leads and...High net worthWork at officeLocal areaNight shift
- ...Services Team, the Senior Wealth Strategist... ...with Managing Directors and the client team to prepare for... ...-wide support on tax and estate... ...planning issues and strategies with an eye toward... ...writes, and publishes high-quality articles... ...for high-net-worth individuals and multi...SeniorHigh net worthWork at office
- A leading tax advisory firm in Cincinnati is seeking a Core Tax Services Senior Manager to guide clients on tax implications and compliance. The ideal candidate will have over eight years of tax experience, a CPA certification, and strong leadership skills to manage teams...Senior
- ...is seeking a Portfolio Manager to manage moderately complex client portfolios in alignment with investment policy guidelines, while supporting a high-quality client experience. You will work closely with senior advisors and investment professionals to review portfolios...Senior
$100k - $150k
A local accounting firm in Cincinnati is seeking a Director-level accountant to prepare tax returns and support audit projects. The ideal candidate must have a Bachelor's degree in Accounting/Finance and a CPA, with 5-10+ years of relevant experience. This full-time position...Full timeLocal area- Burke CPAs & Advisors is seeking a Senior Manager - Tax to lead key client relationships and complex engagements within a growing regional firm. Responsibilities include reviewing returns, delivering proactive tax planning, mentoring staff, and guiding the tax team while...SeniorFlexible hours
- ...private company engagements, providing tax advisory, planning, and wealth strategies while guiding a team through... ...transactions. You will supervise client service accounts and drive... ...owned entities, entrepreneurs, and high net worth individuals. #J-18808-Ljbffr PwCHigh net worth
- ...Tax Manager We are seeking a strategic... ...compliance, drive high-level tax planning... ..., and high-net-worth individuals. Strategic... ...tax-saving strategies while ensuring full... ...leadership or external clients on technical tax matters... ...: Clear path to Director or Partner-level...High net worthFlexible hours
- Cerity Partners Management LLC is seeking a detail-oriented Senior Tax Associate for its Cincinnati office. This role involves... ...entity tax returns while delivering exceptional service to high-net-worth clients. The ideal candidate will have 3-5 years of relevant experience...SeniorHigh net worthWork at office
$174k - $278.4k
...accounting firm, seeks a Tax Senior Manager for its... ...and acquisitions. This highly visible position offers... ...professionals and their clients to provide federal tax... ...to develop the vision, strategies, and action plans to... ...Boulevard; San Antonio; Fort Worth; Dallas; Norcross;...SeniorFull timeWork experience placementWork at officeLocal areaRemote work
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