Senior Tax Strategy Leader for High-Net-Worth Clients
Mariner
Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree, CPA or EA certification, and at least 8 years of tax experience in either private or public accounting. Responsibilities include mentoring junior staff and developing client-centric tax solutions. Mariner promotes a diverse work culture with focus on professional growth and work-life balance. #J-18808-Ljbffr
$150k - $190k
...Brown Brothers Harriman & Co. is seeking a Senior Tax Officer in New York to manage complex tax returns and develop tax strategies for high-net-worth individuals and entities. The role involves reviewing tax returns, financial statements, and leading junior accountants...SeniorTaxHigh net worth$125k - $200k
...Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with...SeniorTaxHigh net worthFull time$210k - $280k
...A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...SeniorTaxHigh net worth$136.8k - $198.38k
...excited to meet with clients in person, if... ...good standing.The Senior Private Wealth Advisor... ...Lead (Personal Strategy) plays a vital role... ...point of contact for high-net-worth client households.... ...a natural leader, someone who can confidently... ...optimization, tax-advantaged savings...SeniorTaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$250k
...based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’... ...experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance...SeniorTaxHigh net worth- ...seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8... ...financial planning and demonstrate expertise in tax and estate planning. The role involves serving as...SeniorTaxHigh net worth
- A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate...TaxHigh net worthPrivate practice
- ...CORDA Investment Management is looking for a CPA (Tax Strategist & Financial Planner) in a hybrid role based... ...Houston, TX. You will prepare and review tax returns for high-net-worth clients, develop proactive tax strategies, and collaborate with advisors. The position...TaxHigh net worthFull time
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL... ...taxation and estate planning to service high-net-worth individuals and families. This... ...implementing complex estate planning strategies to help clients preserve and transfer...SeniorTaxHigh net worthFull time$85k - $140k
...CohnReznick is seeking a Tax Senior Associate for its Private Client Services Group in New York. The role includes leading client accounts, preparing various tax returns, and managing a team of associates. The ideal candidate has a Bachelor’s degree and 3-5 years of public...SeniorTaxFlexible hours- ...Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks an experienced tax consultant to lead compliance services for high-net-worth clients and families. The role requires a strong background in tax planning, with ten or more years of experience and a...SeniorTaxHigh net worth
- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...SeniorTaxHigh net worthRemote work
$76k - $125.3k
...technically demanding tax planning and... ...for a wide range of clients and colleagues. This... ...and advising of high net worth individuals and families... ...tax planning strategies and translate... ...confidence to challenge senior colleagues and... ...our team‑led and leader‑enabled hybrid model...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$80k - $115k
...A management consulting firm is seeking a Tax Senior Associate or Tax Manager in the United States. The ideal candidate will oversee client portfolios, managing tax planning and compliance. Candidates should have a Bachelor's degree in accounting or finance, along with...SeniorTaxRemote work- ...professional services firm in New York, NY, is seeking a Tax Senior Manager to advise on international tax matters and lead client engagements. The ideal candidate will have... ...skills. This role involves developing tax strategies, compliance, and client relationship...SeniorTax
$132.1k - $301.6k
...opportunity EY is a leader in serving the... ...with a range of clients from our most... ...team! Private Tax is a growing practice... ...acumen. As a Senior Manager in Private... ...provide tax advice on High Net Worth Individuals’... ...planning, and governance strategies. Navigating the...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a... ...experience to deliver innovative solutions for ultra-high net worth individuals. The ideal candidate will have a Bachelor...SeniorTaxHigh net worth
- ...A nationally recognized accounting firm is seeking a Remote Tax Senior Manager for its High‐Net‐Worth Corporate Team. This role focuses on strategic tax advisory and client relationship management without the stress of busy seasons. Ideal candidates will have over 8 years...SeniorTaxHigh net worthRemote work
$225k - $325k
...premier law firm in New York is seeking a seasoned tax attorney at the partner level, requiring at least 1... ...The role involves managing tax issues for diverse clients, including middle market companies and high net worth individuals. Compensation ranges from $225,000 to $...SeniorTaxHigh net worth- ...A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance... ...requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge...SeniorTaxHigh net worthRemote work
- ...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in the United States to join the Private Client Services team. This role involves reviewing complex... ...tax returns and providing tax planning for high-net-worth individuals. Candidates must have a CPA license...SeniorTaxHigh net worthHourly paySeasonal workRemote workFlexible hours
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorTaxHigh net worthFull time- ...Senior Associate Aspiriant is recruiting... ...our Planning Strategy & Research (PS&... ...innovation and client experience.... ...a consistent, high-quality, intimate... ...a thoughtful leader in wealth planning... ..., economics, tax, or financial planning... ...serving high net worth and ultra-high...SeniorTaxHigh net worthWork at office
- ...Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must...SeniorHigh net worth
$20 - $30 per hour
Snelling Staffing Services is seeking a Tax Review professional in New York, NY, offering... ...reviewing tax updates, assisting clients with tax questions, and managing correspondence... ...returns for various clients including high net worth individuals and corporations. Knowledge...SeniorTaxHigh net worthHourly pay- ...firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence processes....SeniorHigh net worth
- ...Group in Brentwood, TN, is looking for a full-time Sr. Tax Manager to develop tax strategies, oversee tax compliance, and manage a team of professionals... ...People First culture. Responsibilities include advising clients on tax issues, managing tax returns, building client...SeniorTaxFull timeFlexible hours
$160k - $230k
...New York. This leadership role demands extensive experience in brand strategy and market research within an agency context. You will oversee strategic planning, mentor team members, and lead client engagement, ensuring effective project management and relationship-building...Senior$125k - $200k
...Partners in New York seeks a seasoned wealth planning expert to support high-net and ultra-high-net-worth clients. The role requires deep expertise in financial planning, estate, and tax strategies to guide families with significant assets. The ideal candidate will have...TaxHigh net worth- ...Tax Senior Manager – Private Client Services (PCS) At EisnerAmper we seek dynamic professionals who welcome new ideas, foster innovation, and drive... ...tax planning and compliance functions for ultra‑high net worth individuals and their families. Apply comprehensive knowledge...SeniorTaxHigh net worthLocal area
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