Private Client Tax Associate for High Net Worth
BDO USA
BDO USA, Private Client Services, seeks a Tax Experienced Associate to deliver high-touch tax compliance and consulting to high net-worth clients. You will work with managers and clients to gather information for returns and perform research in a fast-paced environment. Qualifications include a bachelor’s in accounting/finance related fields or CPA, plus 1+ year tax experience. Proficiency in MS Office and Adobe Acrobat is required, with familiarity of tax databases preferred. #J-18808-Ljbffr BDO USA
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Tax Associate for High Net Worth in Boston, MA vacancy
$180k - $230k
DescriptionOur client, a well-established law firm,... ...level Attorney to join a private client practice... ...estate administration, tax-sensitive wealth transfer... ....Role: Private Client Associate AttorneyLocation: Boston... ...:Advise high-net-worth individuals, families,...High net worthPrivate practiceRemote work$225k - $250k
...Information Job ID: 4683 Position: Associate Location: Boston, MA Practice Area: Private Clients Open Date: Thursday, June 25,... ...have experience representing high net worth individuals, trusts,... ...respect to estate, income and gift tax planning matters, as well as familiarity...High net worthWork experience placementPrivate practiceWork at office- ...Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth... ..., offers U.S. based clients and their advisors the personalized... ...specific needs.As a Client Associate in J.P. Morgan Advisors, you... ...orders, fixed income trades and private investmentsProvide support...High net worthLocal area
$77k - $214k
...SummaryA career within PwC Private will provide the... ...needs such as audit, tax compliance, and planning... ...transition. Our team helps our clients design and implement... ..., entrepreneurs, and high net worth individuals. You’ll be... ...future.As a Senior Associate, you'll work as part...High net worthFull timeH1b- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to... ...owned, closely held businesses and high net worth individuals with the solutions they...High net worthTemporary workLocal area
EisnerAmper
Boston, MA2 days ago $50 per hour
...is the best way to help our clients and advance our business. We... ...build a fulfilling career.The Tax Advisor, Wealth Management will... ...support for clients of BBH's Private Wealth Management group,... ...ability to meet with sophisticated high net worth individuals to articulate...High net worthFull timeWork at officeLocal area3 days per week- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth clients. You will help implement investment strategies, communicate with clients, and contribute...High net worth
$55k - $151.47k
...SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate, you will provide personalized... ...and compliance services to high-net-worth individuals and privately-owned businesses. Within our... ...strategic advice and guidance to clients, helping them navigate complex...High net worthFull timeH1b$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...their tax positions.In private tax at PwC, you will focus on... ...planning and compliance services to high-net-worth individuals and privately-owned...High net worthFull timeH1bRemote work$73.5k - $212.28k
...SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will... ...planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice... ...strategic advice and guidance to clients, helping them navigate complex tax...High net worthFull timeH1b$91.77k - $212.75k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...driven by delivering real results for our clients. It's also enabled by our culture, which... ...skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State...High net worthH1bLocal areaWeekend work- ...preparation of assigned Individual Income Tax Returns, Fiduciary Income Tax Returns,... ...consultation across the organization and to clients through effective verbal and written... ...years of tax preparation experience in a high-net-worth client environment. Strong knowledge of...High net worth
$140k
Senior Tax Accountant (HNW / Trusts & Estates) - Boston | Up to... ...professionals? We’re working with a highly regarded professional services... ...strong experience in high-net-worth individuals, trusts, and... ...a portfolio of sophisticated clients, supporting both tax compliance...High net worth- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA... ...tax and estate planning, with a focus on advising high-net-worth international families and their businesses....High net worthRemote work
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is... ...platform handling sophisticated high-net-worth estate planning, trust and estate... ...administration, wealth transfer strategy, and tax-efficient succession planning ....High net worthPrivate practiceRemote work2 days per week$80k - $83.5k
Job Summary Private Client Services at BDO is a boutique practice... ...our firm. Offering a high‑touch approach, we... ...serving high‑net‑worth individuals, their families... ...people with complicated tax and financial structures... .... A Tax Experienced Associate, Private Client Services...High net worthPrivate practiceWork at office$65k - $75k
...wealth management firm managing over $460 million of assets for high-net-worth individuals and families. Our firm is genuinely... ...wrote ourselves. We have higher account minimums to ensure fewer clients and deeper relationships. We take process and organization seriously...High net worthFull timeWork at officeLocal area$90k - $120k
Overview Remote Senior Tax Accountant role with a rapidly growing CPA firm. Responsibilities... ...for a diverse clientele, including high net worth individuals. The role offers a clear... ...planning and consulting services to a diverse client base, including high net worth...High net worthRemote jobWork at office$100k - $130k
DescriptionKforce's client, a highly successful Accounting & Consulting... ..., is in search of a Senior Tax Associate/Manager. This company offers... ...and planning services to privately-held businesses and entrepreneurs... ...fields, as well as to high net-worth individuals. These...High net worthImmediate start- ...and expertise in accounting, tax, advisory, benefits, insurance... ...delivers actionable insights to help clients anticipate what is next and... ...and externallyProven high level of business integrity, client... ...consultative service to high-net-worth individuals and familiesMarket...High net worthWork at office
- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...mindset Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and an...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boston, MA1 day ago - ...most successful public accounting and business advisory firms in New East England. We have a distinguished client list of closely held companies and high net worth individuals, and a growing team of skilled professionals who are smart, dedicated and fun to work with....High net worth
- Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate... ...pitch materials, and prospect meetings, ensuring high-quality submissions and timely follow-through....Private practice
- ...Staff Accountant Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so...High net worthInternshipLocal areaWorldwide
Cambridge Associates
Boston, MA4 days ago - ...Cambridge Associates LLC in Boston seeks a Managing Director to lead a private client investment team, overseeing portfolios and client engagement. This role involves... ...direct interaction with family offices and high-net-worth clients to drive strategy, performance, and...High net worth
- ...and most sophisticated private wealth practices. We work... ..., with a collegial, high-caliber culture and a client base of high-net-worth individuals, families,... ...seeking a Trusts & Estates Associate with 3-5 years of... ...administration, and related tax planning matters....High net worthPrivate practiceWork at officeLocal area
Jobot
Boston, MA3 days ago $100k
...qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The... ...The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director...High net worthWork at officeLocal areaRemote work- EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration...High net worth
- ...seeking an experienced trusts and estates attorney to support high-net-worth clients with sophisticated estate planning and wealth transfer... ...business succession and charitable giving, and collaborate with tax, corporate, and banking teams to deliver integrated solutions...High net worth
Jobot
Boston, MA1 day ago - Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Associate for High Net Worth. Be the first to apply!
Related searches
- client services associate Boston, MA
- client engagement associate Boston, MA
- client solutions associate Boston, MA
- client success associate Boston, MA
- client relationship associate Boston, MA
- registered client associate Boston, MA
- client account associate Boston, MA
- sales & use tax accountant Boston, MA
- tax advisor Boston, MA
- tax accountant Boston, MA