Senior Tax Advisor for High-Net-Worth Clients
Cerity Partners Management LLC
Cerity Partners Management LLC is seeking a detail-oriented accounting professional to join the wealth management team in New York. This role involves preparing personal and fiduciary income tax returns and providing strategic tax advisory services for high-net-worth clients. The ideal candidate will have a Bachelor's in Accounting, 5–7 years of relevant experience, and strong capabilities in income-tax planning. The role offers a competitive salary and comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr Cerity Partners Management LLC
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$160k - $220k
...is seeking a Public Accounting professional to join their Private Client team. In this role, you will work closely with high net worth individuals and families, providing strategic advice on complex tax matters. With a competitive salary range of $160,000 to $220,000 based...SeniorHigh net worth- ...is partnering with a renowned public accounting firm to find a Private Client Services Tax Manager for its South Florida practice. The ideal candidate will manage tax engagements for high-net-worth individuals and businesses, ensuring compliance and providing proactive...SeniorHigh net worth
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- ...New York to drive growth across its Tax, Assurance, and Advisory practices. This senior role focuses on developing client relationships and identifying new... ...ability to communicate effectively with high-net-worth clients and their advisors. #J-18808-Ljbffr Baker Tilly USSeniorHigh net worth
- Neil Jesani Advisors, Inc. is a boutique tax and accounting firm seeking a Tax or Estate Planning professional to join the team. This role... ...sophisticated tax and estate planning strategies for high-net-worth clients, while supporting the continued growth of the practice...High net worth
$100k
...Planner (CFP®) to conduct in-depth assessments and develop strategic financial plans for high-net-worth clients. The ideal candidate will have expertise in investment management, tax strategy, and estate planning, alongside proficiency in financial planning software....SeniorHigh net worthFull time- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...SeniorHigh net worth
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...Tax Senior Associate- High Net Worth (HNW) and LLCs Apply online now Position Description If you are looking for a new role with a medium sized and... ...daily tax prep and review work on multiple entities and VIP clients Proficient with various tax software programs, CCH,...SeniorHigh net worthFull timeLocal areaFlexible hoursNight shift- ...We are seeking an experienced Senior Tax Associate to join our team. This role will focus on the preparation of tax returns for professional services clients, as well as high‑net‑worth individuals, families, and related entities. The ideal candidate will bring strong...SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...is a top-ranked accounting, tax, and advisory firm with offices... ...delivering real value to our clients. Our mission is to provide... ...We are seeking an experienced Senior Tax Associate to join our team... ...services clients, as well as high-net-worth individuals, families, and related...SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...Davies in Town of Florida is seeking a motivated Tax Associate to prepare tax returns for clients including high-net-worth individuals and entities. The ideal candidate... ...knowledge. This role facilitates collaboration with senior team members to provide high-quality client...High net worth
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...management team. You will handle the preparation and review of personal and fiduciary income tax returns, financial administration, and strategic tax advisory services for high‑net‑worth clients. Primary Responsibilities Prepare and review personal and fiduciary income tax...SeniorHigh net worthLocal areaFlexible hours- Specialty HR Consulting is seeking a skilled Senior Tax Accountant to prepare complex tax returns for a diverse client portfolio including individuals and corporations. This role includes mentoring junior associates and leading key client accounts while conducting detailed...SeniorRemote jobFlexible hours
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- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...High net worth
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$139.7k - $232.9k
Wilmington Trust is seeking a Wealth Advisor in the Town of Florida, NY to manage client relationships and drive revenue through new acquisitions and retention... ...experience in financial services, focusing on high net worth clients. Compensation ranges from $139,700 to $232...SeniorHigh net worth- ...of Florida, NY, to provide tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate... ...financial needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service...SeniorHigh net worth
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- ...prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and Spanish...High net worth
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