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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$90k - $120k
...firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that handle... ...for various entities, businesses, high net worth individuals, pass through entities, C-Corps... ...work on multiple entities and VIP clients Very proficient with various tax software...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...and consulting engagements for high-net-worth individuals, families, and their related... ..., serving as a trusted advisor. Assist with IRS and state tax audits...SeniorHigh net worthFull timeWork at officeLocal area
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...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- ...Wealth Consultant IV to provide advanced wealth planning for high-net-worth clients with significant autonomy. The role requires a bachelor's... ...on complex planning needs and collaborating with Financial Advisors. The position operates in a hybrid work environment and requires...SeniorHigh net worth
- 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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- JPMorganChase is looking for a Client Associate in the Town of Florida, NY. You will provide wealth management services to ultra-high net worth clients, interacting directly with Financial Advisors and clients to deliver tailored solutions. The role requires a Bachelor...SeniorHigh net worth
- ...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
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$100k - $150k
...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- Aon is seeking a Private Client Account Executive III to manage and broker complex personal insurance programs for affluent clients. This virtual position ideally requires residence in Florida. The role includes building client relationships, conducting annual reviews,...SeniorHigh net worthRemote job
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- ...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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$74.6k - $124.4k
...Administrator in the Town of Florida, New York. This role involves managing the full lifecycle of estate administration for high-net-worth clients, ensuring compliance and mentoring junior team members. The ideal candidate should have a Bachelor's degree or equivalent...SeniorHigh net worth- ...advanced financial planning solutions for high-net-worth clients. This role collaborates closely with bankers and investment advisors to integrate complex client goals into actionable... ...including expertise in estate planning and tax-aware strategies. Join a collaborative team...SeniorHigh net worth
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