Private Client Tax Partner — HNW Planning Leader
Citrin Cooperman
Citrin Cooperman seeks a Private Client Services Tax Partner to join its Tax Department in North Carolina. In this role, you'll lead tax engagements, provide consulting, and ensure compliance for high-net worth clients. Required qualifications include a CPA, JD, or EA license and significant experience in public accounting with a focus on fiduciary tax. The position offers competitive compensation and a flexible work environment. #J-18808-Ljbffr Citrin Cooperman
- ...Job Title: Tax Partner – Private Client Services NO-PE About the Opportunity We are seeking an experienced... ...in federal tax compliance and planning, a strong command of partnership and trust... ...compliance Serve as a trusted advisor to HNW individuals and closely held businesses...TaxPrivate clientHigh net worthPrivate practice
- ...focus on what matters most to you!We are looking for a Private Client Services Tax Partner to join our Tax Department. As a Private Client Services... ...aspects of client accountsProvide effective consulting, planning and compliance for your clientsResearch and document tax...TaxPrivate clientHigh net worthWork at office
- Cerity Partners LLC is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team in Raleigh, NC. You will manage a portfolio of high-net-worth clients and provide expert tax compliance and planning services. This senior-level position demands...TaxHigh net worthFlexible hours
- ...solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe... ...as a key advisor to clients on tax planning strategies, transaction structuring,... ...relationships, becoming a strategic partner in their financial decision-making...TaxPrivate clientHigh net worthFull timeLocal area
$96k - $181k
...responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner... ...development, and will partner with Market Leaders, Regional Directors,... ...retirement income strategies and tax‑efficient withdrawal plans...TaxPrivate clientHigh net worthWork experience placementWork at officeFlexible hoursNight shift- Search Masters, Inc. is looking for an experienced Tax Partner to lead engagements in private client services. You'll work with high-net-worth individuals and closely held businesses, mentoring a team and driving practice growth. Applicant must hold a CPA and possess over...TaxPrivate clientHigh net worth
- Dormont Manufacturing Co is looking for a Senior Tax Manager in Raleigh, North Carolina. This role involves overseeing complex tax preparation... ...position also includes leadership responsibilities, managing client relationships, and providing team development. Work benefits...TaxPrivate clientFlexible hours
- ...Join a growing, client-focused accounting firm as a Tax Associate, working with diverse individuals, businesses... ...offers leadership, strategic tax planning, and a collaborative culture dedicated... ...pertinent information to partners, managers and clients. Experience with...TaxHigh net worthSummer workLocal area
$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...career within RSM's Corporate Tax services will provide you with... ...opportunity to help our public and private multinational corporate tax... ...tax services, including planning, research, compliance, and general...TaxPrivate clientWork experience placementInternshipLocal area$152.7k - $294k
...security, technology, and client-facing teams through... ...growth. ~ Strategic planning capability to develop a... ...us in our team-led and leader-enabled hybrid model. Our... ...assurance, consulting, tax, strategy and... ...and diverse ecosystem partners, EY teams can provide services...TaxSummer holidayLocal areaFlexible hours$116.2k - $212.9k
...ITTS – International Corporate Tax Advisory – Manager The... ...focused on advising corporate and private equity clients on all aspects of their... ...responsibilities, from technical planning and advising to global... ...Join us in our team-led and leader-enabled hybrid model. Our expectation...TaxPrivate clientWork experience placementSummer holidayFlexible hours- Hitachi Vantara Corporation is seeking a Vice President of Tax - Americas to be the senior tax leader across North, Central, and South America. In this... ..., manage tax compliance, and drive initiatives in tax planning and transfer pricing. The ideal candidate will have 15...Tax
- ...Responsibilities: Develop and maintain strong relationships with clients, providing personalized wealth management solutions to meet... ..., and market conditions Provide expert guidance on wealth planning, tax planning, and estate planning Stay up-to-date on market...TaxHigh net worth
- # Senior Tax Leader - Life InsuranceSenior Tax Leader - Life InsuranceSalary$NegotiableLocationNorth... ...Annuity Insurance**we are exclusively partnering with a well-established **U.S. life and... ...Tax Leader** to own and lead the tax planning, reporting, and compliance function...TaxLocal area
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...International Corporate Tax Advisory - Manager... ...advising corporate and private equity clients on all aspects of... ...responsibilities, from technical planning and advising to... ...in our team-led and leader-enabled hybrid model.... ...diverse ecosystem partners, EY teams can provide...TaxPrivate clientWork experience placementSummer holidayFlexible hours- A leading accounting and tax firm in Raleigh is seeking an experienced Tax Partner to enhance the Tax Practice. The successful candidate will leverage their client service skills while leading a team in tax planning, consulting, and compliance services for middle-market...Tax
- ...individual eager for a full-time tax position, available in either... ..., catering to a diverse client base that includes individuals... ...resolutions. Offer innovative tax planning strategies and review complex... ...important information to partners, managers, and clients. ~ A...TaxHigh net worthFull time
- A leading CPA firm in Chattanooga is seeking a Tax Manager to oversee the tax preparation process for high... ...ideal candidate will have a strong background in tax planning, leadership experience, and a commitment to client service. Responsibilities include managing tax...TaxHigh net worth
- ...Public Tax Manager Who: A CPA-certified tax professional with at least five years of... ...other pass-through entities, identifies tax planning opportunities, oversees workflows and... ...staff development, and serves as the primary client contact. When: Full-time hybrid role...TaxHigh net worthFull timeWork at officeImmediate start
$137k - $157k
Job Overview The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface... ...Partner Strategy & Growth Planning Develop detailed growth... ...disability, and AD&D insurance; tax‑advantaged savings accounts...TaxFull time$86.66k - $164.3k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global... ...phases of construction including planning, pre‑construction services,... ...performance monitoring for both public and private sector clients is preferred....TaxPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship- Truist is looking for a Premier Financial Planning Leader in Raleigh, North Carolina. In this role, you'll manage client financial plans and enhance client relationships through... ...strong expertise in subjects including income tax, retirement planning, and insurance, as well...Tax
- ...Tax Senior Manager - Raleigh, NC (PCS) Who: An experienced tax professional with strong leadership skills and deep... ...oversee compliance, mentor staff, and serve as the primary client contact while identifying tax planning opportunities. When: Hiring immediately to support...TaxHigh net worthWork at officeImmediate start2 days per week3 days per week
$120k - $165k
...Tax Manager - Public Accounting Firm Location: Raleigh,... ...recruiter in public accounting, we partner with multiple CPA firms across... ...serve as a trusted advisor to clients. The firm values collaboration... ...communication and tax planning discussions Lead, mentor, and...TaxHigh net worthWork at officeFlexible hours3 days per week- ...Counterweight Private Wealth is a fee-only fiduciary specializing in retirement planning, tax planning, and wealth management for high-net-worth individuals and families. We are based out of Raleigh, NC, with clients throughout the US. As an independent boutique firm,...TaxHigh net worthFull timeRemote work
$100.06k - $157.2k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment... ...needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working...TaxHigh net worthWork at officeLocal area2 days per week3 days per week$130k - $180k
...Client Overview Our client is a well-established... ...that provides accounting, tax, consulting, and... ...looking to add a Senior Tax Leader/Tax Director to their team... ...tax compliance and planning initiatives, and contribute... ...a trusted advisor. Partner with professionals...TaxHigh net worthLocal area- Position Overview The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening... ...nationally at times. Collaborate with partners to ensure financial plans meet... ...including, but not limited to: income tax, investments, debt management,...TaxFull timePart timeWork at officeShift workDay shift
$116.2k - $212.9k
...ITTS - International Corporate Tax Advisory - Manager The... ...focused on advising corporate and private equity clients on all aspects of their... ...responsibilities, from technical planning and advising to global... ...Join us in our team-led and leader-enabled hybrid model. Our expectation...TaxPrivate clientWork experience placementSummer holidayFlexible hours- Cerity Partners Management LLC is seeking an experienced Principal Tax Advisor to join our Tax Advisory Services team in Raleigh, North Carolina... ...role, you'll manage high-net-worth clients, providing expert tax compliance and planning services. The ideal candidate will...TaxHigh net worthFlexible hours
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