Senior HNW Wealth Planner & Cross-Border Tax Strategist
Santander Investment Securities Inc
Santander Investment Securities Inc. seeks a seasoned Director, HNW Wealth Planner to deliver advanced financial planning, cross-border tax strategy, and holistic guidance for U.S. and international clients within a broker-dealer setting. The role partners with financial advisors, relationship managers, and product teams to craft customized planning solutions covering multijurisdictional tax considerations, estate planning, wealth transfer, philanthropy, and tax-efficient investing. #J-18808-Ljbffr Santander Investment Securities Inc
- A leading financial institution in Miami seeks a Private Wealth Planner to provide holistic financial planning for high-net-worth clients.... ...and deliver customized strategies focusing on asset allocation, tax planning, and financial growth. The ideal candidate needs over...SeniorTaxHigh net worth
- The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth (HNW) domestic and international clients within a broker-dealer environment. This role partners with financial advisors, relationship...TaxHigh net worthWork experience placementWork at office
- ...\n \n \n \n Join Vanguard as a Wealth Advisor \n \n \n Are you a Certified Financial Planner (CFP®) with a passion for transforming... ...is seeking Wealth Advisors and Senior Wealth Advisors for remote... ...goals related to investment advice, tax strategies, legacy and estate...SeniorTaxHigh net worthLocal areaRemote work
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients. You’ll lead... ...tax engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical tax...SeniorTaxHigh net worthFlexible hours
- EisnerAmper is looking for an experienced international tax professional with over 8 years of experience. You will be responsible... ...reviewing tax compliance forms and collaborating with clients on cross-border matters. The ideal candidate will hold a CPA, JD, or EA, and...SeniorTaxFlexible hours
- ...planning techniques across the Elements of Wealth to deliver advanced estate and financial... ...levels of wealth, and keeps current on estate, tax and planning trends and their application... ...Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with...TaxHigh net worthWork experience placementWork at office
- A tech-enabled back office for startups is seeking a tax expert to act as subject matter expert for US and international tax. The... ...ownership in a hybrid service and product environment, with a focus on modernizing tax processes in cross-border startups. #J-18808-Ljbffr LazoSeniorTaxRemote job
- BCG Attorney Search is seeking a Junior/Mid-Level Tax and Private Wealth Associate in Miami, Florida. This role involves advising both foreign... ..., gift, and estate tax matters, particularly focusing on cross-border tax planning. The ideal candidate will have 3 to 5 years...TaxWork at office3 days per week
- Tax Associate / Senior Associate (Cross-Border Transactions) RC Law is seeking a talented and motivated Tax Associate to join our growing tax practice. This role is ideal for a lawyer with experience in transactional tax matters who is looking to work on sophisticated...SeniorTaxFixed term contract
- ...experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance...TaxHigh net worthWork at office
- MQR & Associati invites a junior Corporate & International Tax Associate to join its cross-border tax practice, focusing on U.S. and international structures for high-net-worth individuals and families. The role offers hands-on experience with partners on sophisticated...TaxHigh net worth
- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs,...SeniorHigh net worth
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...SeniorTaxHigh net worth
- LeoForce is seeking a senior-level Trusts & Estates attorney in Miami, FL. The ideal candidate has 6+ years of experience in estate, wealth or tax planning, including domestic and international matters. You will design complex estate plans, advise on multi-jurisdictional...SeniorTaxHigh net worth
$102k - $190k
...DriveJob Family Group:Wealth Sales &... ...for high-net-worth (HNW) and ultra-high-net... ...through strategic cross-selling and relationship... ...recommendations to senior leaders on strategy... ...retirement, estate, tax optimization).Collaborates... ...Financial Planner is preferred.Experience...TaxHigh net worthFull timeContract workPart timeLocal areaShift work- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice... .... Navigate the complexities of cross-border and/or diverse teams and engagements.... ...Opportunity As part of the Asset and Wealth Management team you are expected to join...SeniorTaxLocal areaOverseas
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...and related documents- Navigating cross-border tax issues and providing strategic...SeniorTaxFull timeH1bLocal area- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized... ...client’s financial objectives and preferences. Advise on wealth planning, succession, tax-efficient structures, and asset protection. Coordinate with...SeniorTaxHigh net worth
- BCG Attorney Search seeks a Tax Associate (Junior) to support its International Tax Practice in Miami, Florida. The ideal candidate will possess experience in US cross-border income tax and estate planning, expatriation, and pre‑immigration tax planning. The role involves...Tax
$122k - $200k
...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join... ...allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance,...TaxHigh net worthWork at office- GT Restructuring is seeking an Associate to join its International Tax Practice in Miami. The role involves assisting individuals with US cross-border income tax and estate planning. Candidates should have a minimum of two years of relevant experience and possess strong...Tax
$150k - $210k
...work What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international tax... ...with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and...SeniorTaxHigh net worthFull timeFixed term contractLocal area- Kovoro, a boutique private wealth law firm with Brickell offices, seeks an experienced Estate Planning & Trusts Attorney to support... ...advising on sophisticated wealth transfer strategies while handling cross-border matters. Fluency in Spanish is advantageous. #J-18808-Ljbffr...Senior
- ...firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Miami, FL. The ideal... .... Duties Advise on international tax matters and cross-border planning strategies. Develop sophisticated estate planning...SeniorTaxHigh net worthRemote work
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework...TaxHigh net worthRemote job
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors... ...South Florida! Role: Senior Wealth Advisor The... ...relationships. You are a trusted strategist, portfolio architect,... ...strategies for tax planning, estate planning... ..., attorneys, estate planners, and internal specialists...SeniorTaxHigh net worthFull timeWork at officeHome officeRelocation packageAfternoon shiftWeekday work- A leading financial services company in Miami is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients. This role involves understanding client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of...SeniorHigh net worth
- ...within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio advice, cross-team collaboration, and a deep understanding...SeniorHigh net worth
- BMO Financial Group is seeking a Senior Relationship Manager to serve high-net-worth and ultra-high-net-worth clients in the Miami area, delivering integrated wealth management, banking, and planning solutions. You will coordinate multi-disciplinary teams and drive client...SeniorHigh net worth
- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate planning strategists and teams of investment... ...on estate, gift and income tax planning.More specifically:... ...Our workforce reflects a broad cross-section of the global communities...TaxHigh net worthTemporary work
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