Ultra High Net Worth Tax Partner
RSM US LLP
RSM US LLP is seeking an experienced Tax Partner to join our Ultra High Net Worth (UHNW) team in a role that focuses on federal and state tax planning, consulting, structuring and compliance for high-net-worth clients including real estate sponsors, owners and developers. Join a high-performing practice and contribute to strategic client work while collaborating with national UHNW leadership to expand services and manage a growing book of business. #J-18808-Ljbffr RSM US LLP
- ...no one like you and that’s why there’s nowhere like RSM.We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing practice where you will use your expertise...TaxHigh net worthFull timeWork at officeLocal areaImmediate start
- ...family enterprises and serves as a trusted partner, supporting families through their... ...finance, human resources, operations, tax, technology, risk and philanthropy. As... ...engagements for complex family office / ultra high net worth families and their investments and closely...TaxHigh net worthFull timeWork at officeLocal area
- RSM US LLP in Chicago seeks an experienced Tax Partner to lead engagements within the Family Office Enterprise practice. You will advise ultra-high-net-worth clients, manage complex multi-entity tax structures, and drive growth by expanding services and relationships across...TaxHigh net worthWork at office
$210k - $270k
...professional growth. We are a team of highly skilled accounting... ...Private Clients, including ultra‑high‑net‑worth and emerging‑wealth individuals... .... We handle a wide range of tax matters, including: Trust,... ...taxation. Tax Partner DBTA is seeking an experienced...TaxHigh net worthFor contractorsPrivate practiceImmediate start$126.1k - $253k
...no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families... ...executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a...TaxHigh net worthFull timeWork experience placementInternshipLocal area- ...are seeking an experienced Trusts and Estates Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive...TaxHigh net worth
- ...A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. The role includes advising high-net-worth individuals and firms on complex estate planning and wealth transfer matters. Candidates...TaxHigh net worth
$95.4k - $180.4k
...no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families... ...executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a...TaxHigh net worthFull timeWork experience placementInternshipLocal area- ...seeking an experienced Estate Planning & Wealth Transfer Partner. The ideal candidate will have a significant portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers a hybrid work schedule,...TaxHigh net worthFlexible hours
- ...experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This... ...experience advising closely held businesses and high-net worth individuals and families in complex and...TaxHigh net worthWork at officeRemote workRelocationFlexible hours
- ...succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice. In this role... ...and counseling associates Experience working with high net‑worth individuals, family office clients and closely‑held businesses...TaxHigh net worthPrivate practiceWork at officeLocal area
- Kovoro partners with a Top 25 public accounting firm in the Midwest to recruit a Senior Tax Manager for the Chicago office. The role focuses on corporate, partnership, and... ...businesses, real estate operators, and high-net-worth individuals. The Senior Tax Manager will oversee...TaxHigh net worthWork at office
- ...expand, we are seeking a growth-oriented Partner to join our firm. We are seeking someone... ...is one of the largest accounting, tax, and business advisory firms, with approximately... ..., middle-market companies, as well as high net worth individuals, family offices, not-for-...TaxHigh net worthLocal area
$91k - $321.5k
...LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.Growing as a strategic...TaxHigh net worthFull timeH1bRemote work$280k - $400k
...Services group and is seeking a Partner to join their practice. In... ...a minimum of $1.5 million in net new revenue (annually). 5 + years... ...of the largest accounting, tax, and business advisory firms,... ...market companies, as well as high net worth individuals, family offices,...TaxHigh net worthLocal area- ...Chicago responsible for developing client relationships typically above $10MM net worth. This role involves collaborating with Private Wealth Advisors to address all wealth planning needs, including tax and estate planning while leveraging a solid network. The ideal...TaxHigh net worth
- ...an attorney interested in working with high-net-worth individuals, families, family offices, business... ...-skipping transfer, and income tax planning preferred Experience advising... ...planning practice High-net-worth and ultra-high-net-worth client base Direct client...TaxHigh net worthWork at office
$125k - $170k
Job Title: Tax Manager or Tax SupervisorJob Location: Remote / Hybrid (occasional client meetings)Job Salary: $125-170K (DOE)Requirements... ...office practice providing comprehensive tax planning for Ultra High Net Worth Individuals, their families, and their multi-million &...TaxHigh net worthWork at officeRemote work$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...TaxHigh net worth- ...all.Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high-net-worth (UHNW) clients with $10M+ in assets. As a Director,... ...collaborativelyKnowledge and experience of UHNW planning (estate, tax, trusts, lending, complex assets)Commitment to...TaxHigh net worthFull timeWork at office
- ...that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual... ...planning, insurance, alternative investments, family wealth, tax considerations, and other related areasA self-confident,...TaxHigh net worth
- ...to a wide range of clients, including ultra-high net worth and high net worth individuals, as well... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic... ...multi-task and work with a variety of partners across the firmEntrepreneurial spirit coupled...TaxHigh net worthApprenticeship
$300k - $400k
...practice group in the Chicago office. The ideal candidate will have a strong tax-focused trusts and estates practice, including significant experience advising high and ultra-high net worth individuals, families, family offices, and closely held businesses on complex...TaxHigh net worthPrivate practiceWork at office- JazzHR is seeking an experienced Tax Director to oversee tax compliance and planning services for ultra-high-net-worth clients. In this role, you'll lead a team, manage complex... ..., hybrid work flexibility, and access to partners, this role promises career growth and...TaxHigh net worth
- ...brand positioning. The role partners with other regional marketing... ...of experience Prior work in high-touch, intimate marketing... ...management services to high and ultra-high-net-worth families, endowments,... ...approach minimizes the effects of tax and volatility with...TaxHigh net worthContract workLocal area
- ...experienced Family CFO to serve as a primary financial advisor for ultra-high-net-worth families. In this leadership role, you will drive core... ...10+ years of advisory experience, and extensive knowledge in tax and financial operations. This position offers competitive compensation...TaxHigh net worth
- ...partnership is seeking a Director of Investments in Chicago, IL. This role focuses on supporting ultra-high-net-worth clients through advanced investment solutions and tax strategies. Ideal candidates should have a strong investment background and skills in client advisory...TaxHigh net worth
$85k - $240k
...comprehensive wealth management plans for ultra high net worth individuals and families, as well as... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic... ...bring their wealth to its full potential Partner with internal and external subject...TaxHigh net worth$141k - $190k
...of private clients, including high net worth individuals, business owners,... ...team, the CFO-Fiduciary partners closely with the CEO, Sr. Compliance... ...in fiduciary income tax; estate and gift tax considerations... ...expertise in high-net-worth and ultra-high-net-worth client...TaxHigh net worthFull timeWork at office- ...diversification, trusts & estates, individual tax rules (both transfer and income taxes... ...families ranging from affluent to high- and ultra-high net worth. The successful individual should... ...with market leaders & practice partners without daily contact with one's direct...TaxHigh net worthWork at office
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