Senior Tax Strategist for High-Net-Worth Clients
$200k - $220kCerity Partners
Cerity Partners in New York City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships. The ideal candidate will thrive in a fast-paced environment, possess strong analytical and communication skills, and be detail-oriented. We offer a competitive salary range of $200,000 - $220,000 as well as comprehensive benefits from day one. #J-18808-Ljbffr Cerity Partners
- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns,...SeniorTaxHigh net worth
$80k - $90k
PKF O'Connor Davies in New York is seeking a Senior Tax Associate to support tax planning and compliance for ultra-high-net-worth clients. This role requires collaboration with senior team members to provide high-quality client service and assistance with complex tax issues...SeniorTaxHigh net worth$200k - $260k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...Relationship Managers and high net worth (HNW) clients to develop... ...their estate planning, tax planning, philanthropic vehicles...SeniorTaxHigh net worthFull timeRemote work- ...CPA and consulting firm, seeks a Senior Associate in the Family Office... ...wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid... ...senior leadership, manage multiple client engagements, and contribute to...SeniorTaxHigh net worthWork at office
$174k - $261k
...values every day: Integrity, Client Focus, Diverse... ...ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital... ...assets for a select group of high-net-worth individuals, trusts, foundations... ..., and our internal tax, legal, trust and wealth...SeniorTaxHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hours- ...Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data... ..., and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr...SeniorTaxHigh net worth
- ...and expertise in accounting, tax, advisory, benefits, insurance... ...actionable insights to help clients anticipate what is next and discover... ...and Primary DutiesThe Tax Senior Manager is responsible for... ...as a trusted advisor to high-net-worth individuals, multi-generational...SeniorTaxHigh net worthWork at office
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorTaxHigh net worth
- ...Australia-Employment seeks a Senior Tax Manager for their New York office, focusing on tax compliance and advisory for high-net-worth individuals. This role requires expertise in complex taxation, client service skills, and the ability to manage multiple engagements....SeniorTaxHigh net worthWork at office
- ...Search is seeking a dedicated and experienced tax professional in New York to prepare and review returns for high-net-worth individuals and entities. The role emphasizes... ..., strong analysis, and delivering exceptional client service. The candidate will handle complex filings...SeniorTaxHigh net worth
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...SeniorTaxHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well...SeniorTaxHigh net worthWork at office
- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City,... ...and estate planning, with a focus on advising high‑net‑worth international families and their businesses. Duties...SeniorTaxHigh net worthRemote work
$285k - $365k
...an associate to join its growing Private Client Services Practice Group.... ...trusts, preparation of client presentations, tax calculations and analysis, and administration... ...and estates and experience working with high-net-worth individuals. Strong tax background along...SeniorTaxHigh net worthPrivate practiceWork at office- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.Possess comprehensive...SeniorTaxHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area
$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers... ...in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a...SeniorTaxHigh net worthFull time$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals...SeniorTaxHigh net worthPermanent employmentWork at officeLocal areaFlexible hours$132.1k - $301.6k
...01,600Job Function: Business Tax Services (BTS)Employer: EY Global... ...side by side with a range of clients from our most venerable... ...leadership and business acumen.As a Senior Manager in Private Tax, you... ...also provide tax advice on High Net Worth Individuals’ personal...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- About The Role Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group Supervises: Junior Associates Role Type: Full... ...Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong...SeniorTaxHigh net worthFull timeWork at officeLocal area
$127.9k - $291.9k
...91,900Job Function: Business Tax Services (BTS)Employer: EY Global... ...side by side with a range of clients from our most venerable... ...tailored to the unique needs of the high-net worth tax industry. The team has a... .... Your key responsibilitiesA Senior Services Manager in FSO EDGE...SeniorTaxHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families...SeniorTaxHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$158.01k - $276.46k
...'s most sophisticated clients using leading technology... ...service. Wealth Strategist/Client Development Sales... ...role. As a senior member of the Northern... ...You'll work with ultra high net worth(UHNW) individuals, families... ...of wealth transfer and tax planning strategies. And...SeniorTaxHigh net worthLocal areaFlexible hours$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE004444 Full-Time Hybrid Locations... ...support the tax planning and compliance functions for high-net-worth individuals and their families, with a focus on...SeniorTaxHigh net worthFull timeLocal areaFlexible hours3 days per week$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals...SeniorTaxHigh net worthPermanent employmentFor contractorsWork at officeLocal areaFlexible hours- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join... ...team focusing on retirement tax planning. The position... ...Zoom consultations weekly with high-net-worth individuals, helping them navigate... ...years of experience in a client-facing financial role. This consultative...SeniorTaxHigh net worthRemote jobFlexible hours
- Whitecap Search is seeking an experienced tax professional to lead and manage sophisticated tax engagements for high-net-worth individuals, families, family offices, trusts, and closely held businesses. The role serves as the primary relationship manager and trusted advisor...SeniorTaxHigh net worth
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorTaxHigh net worthHourly payContract work
$158.01k - $276.46k
...’s most sophisticated clients using leading technology... ...Trust, the Wealth Strategist position is a key business... ...other entities. As a senior member of the team,... ...base. Work with ultra high net worth (UHNW) individuals, families... ...wealth transfer and tax planning strategies,...SeniorTaxHigh net worthLocal area$75k
...Advisor · customaccountingcpa.com SR. TAX CLIENT MANAGER ABOUT YOU You are the... ...conversation with a business owner or high-net-worth individual. You hold yourself to a high... ...is worth it. THE OPPORTUNITY A senior role at the heart of our client relationships...SeniorTaxHigh net worthRemote workWork from homeFlexible hours$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorTaxHigh net worth
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