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...TaxHigh net worthLocal areaImmediate start
$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,... ...International taxation. Tax Partner DBTA is seeking an experienced...TaxHigh net worthFor contractorsPrivate practiceImmediate start$250k - $350k
...990s. Services are divided into tax, assurance, outsourced services,... ...companies in America. Why Join Us Partner will have flexibility and... ...mid‑size firm where fluidity is high. Adaptable and able to work well with ultra‑high net worth clients, serving as partner and...TaxHigh net worthLocal area- ...Enterprise practice 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 worthWork at officeLocal area
- ...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
- ...succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice. In this role... ...mentoring and counseling associates Experience working with high net‑worth individuals, family office clients and closely‑held...TaxHigh net worthPrivate practiceWork at officeLocal area
- A leading accounting firm in Chicago, IL is seeking a partner to lead the High Net Worth Individual Tax practice. The role requires a CPA with over 10 years of experience in tax planning for high net worth individuals and a proven track record in sales. Responsibilities...TaxHigh net worth
$100k - $120k
Australia-Employment is seeking a Tax Senior for a hybrid position based in Chicago,... ...along with competitive benefits and a clear partner track. Ideal candidates will have over 3... ...expertise in business tax returns and high-net-worth individual tax planning. Join an...TaxHigh net worthSummer work- CFS, a rapidly growing Chicago-area law firm, seeks a Tax Partner to lead UHNW and Private Client advisory, focusing on high-net-worth client engagements and long-term growth. The role emphasizes strategic leadership, mentoring, and client relationship development in a...TaxHigh net worthRemote job
- ...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
- ...Job Description Job Description T&E Partner Trusts and Estates Partner Position Overview... ...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...TaxHigh net worthOngoing contractLocal area
- Creative Financial Staffing, LLC is seeking a Tax Partner for a rapidly growing law firm in Chicago, Illinois. This strategic role entails overseeing tax operations, engaging with high-net-worth clients, and fostering professional growth within the firm. The ideal candidate...TaxHigh net worth
- ...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
- ...expanding. Handler Law, LLP is seeking to hire an experienced Senior Tax Associate, Senior Counsel, to join our team. The ideal senior... ...and have at least ten (10) years of experience advising high-net-worth individuals, families, and closely held businesses on income tax...TaxHigh net worthWork at office
$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
$102k - $190k
...service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming... ...in developing appropriate credit and tax-favourable structures to meet their family... ...roadmap for strategic execution. Partners with the leadership team on strategic...TaxHigh net worthPart timeLocal areaShift work- ...I’m currently partnering with a highly sophisticated private client law firm that’s looking to add... .... The practice represents ultra-high-net-worth individuals, families, family offices... ...with sophisticated wealth transfer, tax, charitable, and business succession...TaxHigh net worthWork at office
$73.5k - $212.28k
...Description & Summary At PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ..., budgeting, execution, and completion. Partner with team leadership to ensure collective...TaxHigh net worthFull timeH1bWork at office- ...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
- ...RoleIntegrated Private Wealth (IPW), a premier ultra-high-net-worth (UHNW) multi-family office platform built under Konvergent and Integrated Partners—a Top 30 RIA—is seeking a Director of... ...investment solutions alongside advanced tax and estate planning.This is a...TaxHigh net worthWork at office
- ...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
- ...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 areas A self-confident,...TaxHigh net worth
- ...independent multi-family office and wealth management platform serving ultra-high-net-worth families, entrepreneurs, and institutional investors. The... ...of investment management, trust and estate planning, tax coordination, and wealth planning concepts Familiarity with client...TaxHigh net worthWork at office
$85k - $240k
...Chicago, IL. The role focuses on shaping the financial futures of ultra-high net worth clients by leading sophisticated financial strategies.... ...relationship management, financial analysis, and developing tax and estate plans. The expected salary range is $85,000-$240,0...TaxHigh net worthWork at office$265k - $380k
...Responsibilities Collaborate closely with senior partners, oversee and mentor associates, and... ...advanced estate, gift, and GST tax planning, lifetime gifting strategies,... ...10+ years of experience advising high net worth and ultra‑high net worth clients. Substantial experience...TaxHigh net worthWork experience placementWork at officeFlexible hours- ...client service Manage the administration of custody accounts for ultra-high net worth clients Monitor cash, execute money/asset transfers, wires,... ...days in office Requires 2+ years' related experience. Income tax experience a plus Very open to train public accounting...TaxHigh net worthWork at office
$117k - $158k
...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 worthWork at office$110k - $180k
...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private... ...individual will collaborate closely with Partners in an entrepreneurial environment that... ...planning and compliance functions for ultra-high net worth individuals and their families, with a...TaxHigh net worthTemporary workPrivate practiceWork at officeLocal area- ...President, Private Wealth Planner. In this high‑impact role, you will partner with advisors and clients to... ..., trusts & estates, individual tax rules (both transfer and income taxes... ...ranging from affluent to high‑ and ultra‑high net worth. The successful individual should approach...TaxHigh net worthWork at office
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