Senior Tax Advisor - HNW Wealth Strategy (Remote)
Jobot
- Remote job
Jobot is seeking a Senior Tax Manager to lead strategic tax planning for high net worth clients in a remote setting across the U.S. You will deliver advisory services beyond compliance and partner with clients to build lasting wealth. Ideal candidates hold a CPA or EA, a Bachelor's in Accounting, 5+ years from a Top 100 CPA firm, and expertise with HNW individuals, closely held businesses, and passthrough entities; experience with CCH Axcess is a plus. #J-18808-Ljbffr Jobot
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Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSeniorHigh net worth- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...Remote jobSeniorHigh net worthFlexible hours
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Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-... ...consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...Remote jobSeniorHigh net worthFor contractorsFlexible hours$140k - $180k
...Senior Tax Strategy Advisor Optional Work from Home Multiple Locations - Rockford, IL 61107; Beaverton... ...; Los Gatos CA - Los Gatos, CA 95032; Remote Beaverton OR - Beaverton, OR 97008;... ...help deliver integrated, client-centered wealth management solutions that create...Remote workSeniorHigh net worthWork experience placementSummer workWork at officeWork from homeWork visaFlexible hours$200k - $250k
...smarter retirement tax planning decisions... ...financial advisor role. You will... ...retirement tax planning strategies. This is a high... ...tax planning and wealth strategy solutions... ...Position Overview: As a Senior Wealth Strategy... ...: ~100% remote environment ~25-...Remote workSeniorHigh net worthFor contractorsFlexible hours- Talnt, a leading wealth advisory firm in New York, seeks a Senior Associate to join its HNW tax practice. You will work on complex individual, trust, and... ...collaborate with attorneys and investment advisors, develop proactive tax strategies, coordinate multi-state filings, and...SeniorHigh net worth
- ...services company in Atlanta is seeking a Wealth Strategist to develop personalized... ...assessments, and create tailored wealth strategies. Applicants should have a Bachelor's degree... ...financial planning. This full-time, non-remote position requires strong analytical skills...Remote workSeniorHigh net worthFull time
$80k - $100k
Location: Remote - Must reside in Virginia. Hybrid work option... ...About the Role As a Senior Tax Associate , you'll deliver... ...communicate relevant updates to advisors and clients Gather, input... ...estate and gift tax strategies, generational wealth transfer, Roth conversions...Remote jobSeniorHigh net worthFull timeH1bWork at office- Mercer Advisors is seeking an Estate Planning Director to lead and implement sophisticated estate and wealth transfer strategies for ultra-high-net-worth clients. The role collaborates with wealth advisers and tax experts to ensure seamless execution of wealth plans. The...SeniorHigh net worth
- Huntington Bank is seeking a Wealth Planner to deliver planning for clients... ...and partner with wealth advisors to design and implement comprehensive wealth strategies. You will lead engagements, develop... ...advisors and staying current on tax and planning strategies. #J-188...SeniorHigh net worth
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Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required... ...management, advanced tax planning, and multi‑generational wealth strategies. This opportunity is... ...with clients and advisors to design and implement... ...benefits Direct impact on HNW/UHNW client strategy...Remote jobSeniorHigh net worthFull timeWork at officeFlexible hours$200k - $240k
...you'll be doingAs a Senior Wealth Strategist, you... ...and high net worth (HNW) clients to... ...estate planning, tax planning, philanthropic... ...proportion of on-site and remote work) will be... ...Planning: Develop strategies for wealth... ...clients and outside advisors (i.e., attorneys,...Remote workSeniorHigh net worthFull time- Mercer Advisors is hiring a Sr. Tax Associate I to join our Tax Team. The role focuses on tax compliance for high-net-worth clients, delivering income... ..., a supportive environment, and direct collaboration with wealth advisors. The ideal candidate has 1-3 years in public...Remote jobSeniorHigh net worth
$200k - $230k
...within AssetMark's Wealth Solutions group. You... ...planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth... ...(UHNW) clients and advisors across the... ...retirement income, tax mitigation, estate transfer... ...thought partner to senior leadership and external...Remote workSeniorHigh net worthFlexible hours- Joel Isaacson & Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving ultra-wealthy families. The role emphasizes... .... The position is hybrid with 2 days in the office and 3 days remote, offering collaboration with Partners and a focus on advanced...Remote workSeniorHigh net worthWork at office
- Godsey and Gibb Wealth Management seeks a Senior Tax Associate to deliver tax services to high-net-worth individuals, including preparing returns for... ...part of our integrated advisory approach. This full-time remote role is based in Richmond, VA with a hybrid option....Remote jobSeniorHigh net worthFull timeWork at office
- Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll... ..., coordinate with attorneys and investment advisors, and take ownership of engagement economics...SeniorHigh net worth
$110k
...Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based... ...exposure, and build long-term wealth. Our clients include dentists,... ...owners understand and act on strategy. The Role As a Senior...Remote workSeniorHigh net worthFull timeFlexible hours- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review sophisticated tax strategies for high-net-worth individuals, families, and business owners, coordinating with advisors...SeniorHigh net worth
$120k - $150k
...Job Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,000 Base + Bonus | 50-Hour... ...professionals to focus on tax strategy, planning, and client relationships... ...with closely held businesses and/or HNW clients ~ Comfortable owning client...Remote workSeniorHigh net worth- ...Consulting LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a... ...business owners. Hybrid schedule—In-office Mon-Thu, Remote Fridays—offers flexibility. #J-18808-Ljbffr Sanctuary...Remote workSeniorHigh net worthWork at office
- ...worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management. The ideal candidate will have over 15...SeniorHigh net worth
$180k - $250k
...Senior Tax Strategy Advisor Reports To: Director of Tax Strategy Location: Fully remote, US-based; preference for candidates in Eastern or Pacific time zones Compensation... ...Our client runs a fully integrated wealth model. Tax strategy is embedded next to financial...Remote workSeniorHigh net worthFull timeSummer workWork at officeFlexible hours- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies, and deliver client-ready analyses. The role partners with... ...clients, typically $25M+ AUM. Remote within the Southwest division with...Remote jobSeniorHigh net worthWork at office
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients... ...across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This remote role requires CFP and relevant licenses...Remote jobSeniorHigh net worth
- ...Financial Group, located in Tampa, FL, is looking for an experienced Wealth Advisor to join their dedicated Florida team. In this full-time role,... ...-net-worth clients, leading comprehensive wealth management strategies and maintaining strong relationships. The ideal candidate...Remote jobSeniorHigh net worthFull time
- Ascension Search Partners seeks a Tax Manager/CPA for a fully remote role serving high-net-worth individuals and families.... ...and equity compensation. Collaboration with advisors is essential to deliver integrated tax and wealth planning solutions. The position emphasizes...Remote jobHigh net worth
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