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
- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorHigh net worth
$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
$90k - $120k
Aon Corporation is seeking a Private Client Account Executive III to manage complex personal insurance programs for affluent clients... ...metrics. Candidates must have 5-10 years of experience in high net-worth insurance and a Property and Casualty Broker's License. Aon offers...SeniorHigh net worthRemote job- AON is seeking a Private Client Account Executive III to manage the day-to-day account management of personal insurance programs for... ...metrics. Applicants should have 5-10 years of experience in high net-worth personal insurance, a Property and Casualty Broker's License,...SeniorHigh net worthRemote job
$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- LRP Media Group is seeking a Private Banking Officer Senior in Palm Beach Gardens, Florida. In this role, you will build relationships with high-net-worth clients and deliver exceptional financial solutions. The ideal candidate should have 8-10 years of lending experience...SeniorHigh net worth
$65k - $110k
LRP Media Group is looking for an Account Executive to manage a portfolio of High Net Worth clients and interact with them regularly. This full-time position offers a flexible hybrid work schedule, requiring at least 2 days a week in the Palm Beach Gardens, FL office....SeniorHigh net worthFull timeWork at officeFlexible hours2 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
$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- 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
- 6AM City, LLC is seeking a Senior Tax Manager, CPA, to oversee client tax compliance and planning. This role demands a deep understanding of tax laws and regulations alongside excellent leadership and communication skills. Candidates must have 10+ years of progressive...SeniorHigh net worth
- ...days in-office, 2 days remote) Senior Tax Manager, CPA The Tax Manager... ...manage all aspects of our clients' tax compliance and planning... ...ability to lead a team to deliver high-quality service to our... ...Experience working with high-net-worth individuals/Trusts and Estates...SeniorHigh net worthTemporary workWork at officeRemote work
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will... ...their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities include building client relationships...High net worthFull time
- Fairygodboss is seeking a Senior Client Service & Product Support Specialist - Tax in New York. This role provides high-quality tax services to ADP clients, solving challenges related to tax deposits and filing. The ideal candidate has significant client service experience...Senior
- JPMorganChase is looking for a Relationship Manager in Consumer and Community Banking to foster high-net-worth client relationships across banking, lending, and investments in the Town of Florida, NY. This role requires at least five years of experience in financial services...High net worth
- 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
$90k - $120k
AON PLC is seeking a Private Client Account Executive III in Florida. This role involves managing high-net-worth personal insurance clients and broking complex insurance programs. Candidates should have 5-10 years of relevant experience and ideally hold a Property and Casualty...High net worthRemote job- ...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
- ...A luxury yacht brokerage is seeking a Senior Level Licensed FL Yacht Broker to join its... ...commission structure, support for closing high-value sales, and access to exclusive... ...in yacht sales, a strong network of high-net-worth clients, and a passion for excellence. Join and...SeniorHigh net worthRemote work
$400k
Job Description Senior VP / Financial Advisor Roles - Ultra High Net Worth Market - FL - 27739476 Our client is the world’s largest Wealth Manager, ranked #1 in Client Satisfaction and offering a competitive buy‑out and annual earnings package opportunity to Wealth Management...SeniorHigh net worthLocal areaRelocationRelocation package- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking to develop and manage high-net-worth client relationships. This role focuses on providing exceptional service and targeted financial advice, facilitating access to the bank's comprehensive...SeniorHigh net worth
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West... ...Provide tax planning and compliance services to high net worth and private equity clients Assisting entire Tax practice...SeniorHigh net worthWork at office
- A prominent tax services firm in New York seeks a Tax Advisor who excels at building long-term client relationships and providing expert tax preparation, planning, and audit support year-round. The ideal candidate will have a strong background in tax with 5+ years of experience...
- A well-known tax preparation company in New York seeks a Tax Advisor to build client relationships and provide year-round tax services. Applicants should have strong tax knowledge, including experience in tax preparation and planning, as well as the ability to conduct interviews...
- A leading tax advisory firm is seeking a tax advisor to provide expert tax advice and services to clients. This role involves direct client communication, tax planning, and advisory services. The ideal candidate will have a Bachelor's degree in Accounting, strong analytical...Remote job
- A leading tax preparation firm in New York is seeking a Tax Advisor to build year-round client relationships and provide comprehensive tax preparation and planning services. The ideal candidate will have over 5 years of tax experience, a Bachelor’s degree in accounting...
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in... ...-first mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore, due to...High net worthWork at office
- LRP Media Group in New York is seeking a Relationship Manager focused on building and maintaining high-net-worth client relationships. You will provide exceptional service, develop targeted financial solutions, and foster client relationships to enhance the Bank's growth...SeniorHigh net worth
- ...institution in the Town of Florida, NY, seeks a skilled individual for a financial services role focused on acquiring and managing client relationships. Responsibilities include business development, providing integrated wealth solutions, and leading client management...Senior
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