Senior High Net Worth Tax Leader — Wealth & Estate Advisory
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP in the United States is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving wealthy individuals, family offices and closely held businesses. You will mentor staff, drive complex tax planning, and deliver innovative compliance and consulting services. You must have CPA or JD, 8+ years in tax, 4+ years supervising, and U.S. work authorization. Travel as needed. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview... ...strategic asset allocation, estate, tax and financial planning,... ...analysis, and philanthropic advisory ~ Opportunity to serve... ...an innovative thought leader at a firm with a...SeniorTaxHigh net worthFull timeWork at office- Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will... ...and collaboration to grow the business and serve high-net-worth families. #J-18808-Ljbffr Aon plcSeniorTaxHigh net worth
- ...the specified location.Wealth and Advice Solutions... ...liquidity needs.The Tax, Trust and Estate specialist role is a... ...partners and Schwab Wealth Advisory Investment Advisors.... ...to provide detailed, highly sophisticated advice... ...and other high-net-worth individuals with sophisticated...TaxHigh net worthWork at office
- ...Placement in Brooklyn, NY is seeking a senior estate planning attorney to advise high-net-worth clients on sophisticated estate and gift tax strategies. You will draft and implement... ...comprehensive plans involving wills, trusts, and wealth transfer, and analyze taxable estates....SeniorTaxHigh net worth
- Job Summary:The Tax Senior Manager, Private Client... ...services to our high net worth clients. Significant... ...to personal income, estate and gift tax and wealth retention strategies... ...meaningful work, leaders invested in your success... ..., tax, and advisory services to clients...SeniorTaxHigh net worthWork at office
- RBC Wealth Management in New York is seeking a Wealth Strategist to integrate financial... ...wealth transfer and business planning for high-net-worth clients. You will collaborate with... ...and drive asset growth, including complex estate and trust planning and multi-generational...SeniorHigh net worth
- ...client is seeking a Senior Wealth Advisor to join... ...client base, delivering high-impact planning and... ...strategy, tax aware planning, retirement, estate considerations, equity... ...years of investment advisory experience. A portable... ...Experience advising high-net-worth households,...SeniorTaxHigh net worthRemote work
$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations... ...services to Wealth Advisory Services clients. Operates within... ...issues, regulatory and tax changes, and advises clients... ...certificationProven experience working with high net worth clients and complex client...SeniorTaxHigh net worthWork experience placementWork at office- Confidential Employer is seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience... ...planning, trust administration, and multi-state tax matters. You will advise high-net-worth individuals and families, develop estate strategies, mentor...SeniorTaxHigh net worthWork at office
- ...seeking an experienced Wealth Advisor to join its... ..., financial planning, tax strategy, and risk management... ...with tax and advisory professionals, and mentor... ...solutions. You will work with high-net-worth clients, develop... ...across retirement, estate planning, and cash flow...SeniorTaxHigh net worth
- ...Job Description The senior wealth advisor position at Mariner will lead... ...wealth management advice to high-net-worth clients through thoughtful,... ...across the wealth advisory team Qualifications... ...with fee-based consulting, tax, mutual funds, money manager...SeniorTaxHigh net worth
$10.4k
...The Senior Wealth Advisor role is a critical role that... ...lens. In this high-impact role, you will... ...and managing high net worth client relationships... ...investment strategy, tax planning, retirement planning, estate planning, stock... ...years of investment advisory experience An existing...SeniorTaxHigh net worthWork at officeImmediate start- ...is a global investment and advisory firm based in New York City... ...offering asset management and wealth planning services to high net worth clients. The Wealth... ...oriented associate to support estate, tax, and wealth planning strategies with senior planners and investment advisors...TaxHigh net worth
$174k - $261k
...can succeed as the Senior Trust, Estate & Fiduciary... ...offering comprehensive wealth management, and overseeing... ...a select group of high-net-worth individuals,... ...and our internal tax, legal, trust and wealth advisory teams. Although you... ...as a thought-leader.Publish articles in...SeniorTaxHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hours$200k - $260k
...nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies... ...management and advisory firm serving high-net... ...planning, tax advisory, estate planning, and family... ...Job Details The Senior Tax Manager / Tax Principal...SeniorTaxHigh net worthWork at officeLocal areaFlexible hours$120k - $140k
...move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and... ...a leading independent wealth management and family... ...financial planning, tax advisory, estate planning, and family office... ...Job Details The Senior Tax Associate will play...SeniorTaxHigh net worthFor contractorsWork at officeLocal areaFlexible hours$200k - $250k
...leading independent financial advisory services firm. Originally... ...advice to ultra- and high-net-worth individuals and families,... ...- including wealth planners, tax advisors, estate attorneys, and other experts... ...governance needs. The Senior Wealth Planner is an experienced...SeniorTaxHigh net worthWork at officeLocal area- ...LHH is assisting a highly regarded AmLaw... ...search for a Trusts & Estates Associate to join... ...ultra-high-net-worth individuals, multigenerational... ...estate planning, wealth transfer, trust... ...administration, tax planning, and... ...per week and more senior associates three days...TaxHigh net worthFull timePrivate practiceWork at officeLocal area3 days per week
$175k - $225k
...world’s preeminent financial advisory and asset management firms.... ...to take flight. Lazard Wealth is the firm’s wealth management platform for ultra-high-net-worth individuals, families and family... .... We are seeking a senior tax and estate planning expert to serve as...TaxHigh net worthPrivate practiceWork at officeLocal area$130k - $200k
...About Chemistry Wealth Management At... ...investment strategy, tax-efficient wealth... ...risk management, estate planning coordination... ...one comprehensive advisory experience. We... ...relationship-oriented, and highly organized Private... ...group of high-net-worth individuals and...TaxHigh net worthFor contractors$200k
Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving...TaxHigh net worthFull time$120k - $185k
...Cetera is seeking a highly skilled... ...Team (APT) as a Senior Advanced Planning... ...developing sophisticated wealth strategies for high-net-worth (HNW) clients -... ...that integrates tax-efficient... ...management, trust and estate planning, wealth... ...(e.g., advisory, insurance, trust...SeniorTaxHigh net worthWork at office- ...Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US... ...own the business case and drive net new money while leveraging your... ...across investment, lending, and estate planning specialists to deliver integrated wealth solutions. A strong network and...SeniorHigh net worth
- A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role involves... ...existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a...SeniorTax
- ...Senior Vice President, Private Wealth Advisor We're partnered with a well established... ...-family office serving high and ultra high net worth families nationwide,... ...planning, trust and estate, and family governance,... ...with in-house investment, tax, trust, and estate...SeniorTaxHigh net worthWork at officeLocal areaRemote work
$75k - $100k
...is seeking an Associate Wealth Advisor to join our wealth advisory team in New York. This... ...opportunity to work closely with senior advisors and support the... ...financial advice to high-net-worth individuals and families... ...across retirement, tax, estate, risk management, and investment...TaxHigh net worthWork at officeLocal area- ...with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in... ...Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting, tax, financial planning, and family office services...SeniorTaxHigh net worthWork at office
- ...Franklin Templeton, seeks an experienced Wealth Director aligned with the New York region to secure new business from high-net-worth individuals, their families, and related... ...opportunities and often includes trust, estate, tax, family office, and custody opportunities...TaxHigh net worthWork at office
$135k - $230k
...Description:Withum’s Tax Services Group is... ...services. This Tax Senior Manager role will be... ...CPAs and industry leaders. In this position,... ...review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns... ...strategies that optimize wealth preservation,...SeniorTaxHigh net worthFull timeLocal area- ...Audit & Risk Consulting Senior that will perform tasks... ...growing accounting and advisory firms in the... ...Audit tasks.Must exhibit a high degree of professionalism... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...SeniorTaxHigh net worthFull timeWork at officeLocal area
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