Tax Associate Director, High Net Worth Advisory
Dean Dorton
Dean Dorton is seeking a Tax Associate Director, High Net Worth Individuals, to lead a portfolio of high net worth clients and related engagements. You will oversee workflow, ensure regulatory compliance, and provide strategic tax planning while coordinating with attorneys, wealth advisors, and other professionals. This role demands a CPA, extensive experience with complex returns and multi-entity structures, and active involvement in business development and mentoring within a fast-paced #J-18808-Ljbffr Dean Dorton
- ...Dorton’s team makes up one of the largest advisory firms in the United States. We thrive... ...best place to work. About Tax Services Dean Dorton's tax team provides... ...financial goals. About the Role The Tax Associate Director, High Net Worth Individuals leads and manages a...High net worthWork at officeLocal areaNight shift
- ...seeks a Manager to lead private company engagements, providing tax advisory, planning, and wealth strategies while guiding a team... ...partners to design customised service plans for privately owned entities, entrepreneurs, and high net worth individuals. #J-18808-Ljbffr PwCHigh net worth
- Mellott & Mellott is seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base of high‑net‑worth individuals, families, trusts, and closely held businesses. The role requires strong technical expertise...High net worth
$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...High net worthFull timeH1bRemote work$105k - $161.3k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud... ...estate, professional services, and high net worth individualsManage engagements and provide... ...limited to the role, function and associated responsibilities, a candidate’s work...High net worthFull timeWork experience placementWork at officeLocal area- ...Senior Tax ManagerWe are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This...High net worthTemporary work
- ...Tax Manager We are seeking a strategic and technically... ...tax compliance, drive high-level tax planning... ...partnerships, and high-net-worth individuals.... ...technical guidance. Advisory Services: Act as a key... ...Trajectory: Clear path to Director or Partner-level roles...High net worthFlexible hours
- Cerity Partners in Cincinnati is looking for a Tax Professional to join our team. In this role, you will prepare and review complex tax returns for high-net-worth individuals and assist with various client inquiries. A Bachelor's Degree in Finance or Accounting is required...High net worth
- Senior Tax Accountant | Tax Supervisor - REMOTE A well‑established professional services firm is seeking a Tax Accountant to support a diverse client base of growing businesses and high‑net‑worth individuals. This position blends traditional tax preparation with exposure...High net worthRemote jobWork at office
$125k - $175k
...Tax Manager Opportunity Grow your expertise. Expand your impact... ...accounting model Salary + highly competitive annual bonus... ...shape financial outcomes for high-net-worth individuals, multi-generational... ...legacy goals Build judgment and advisory skills through ongoing client...High net worthWork at officeLocal areaRemote workRelocation packageFlexible hours- Cerity Partners Management LLC in Cincinnati is seeking a detail-oriented tax professional to join their Tax team. The ideal candidate will prepare and review complex tax returns for high-net-worth clients and assist with various tax-related tasks. This role requires a...High net worth
$91.77k - $212.75k
...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...and OutlookStrong technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State Taxation TheorySolid...High net worthH1bLocal areaWeekend work- ...Senior Tax AssociateAre you a tax professional who enjoys the challenge of preparing... ...values delivering exceptional service to high-net-worth clients? If so, you may be a great fit... ...are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high...High net worthWork experience placement
- ...Partners Management LLC is seeking a detail-oriented Senior Tax Associate for its Cincinnati office. This role involves preparing and... ...entity tax returns while delivering exceptional service to high-net-worth clients. The ideal candidate will have 3-5 years of relevant...High net worthWork at office
$99k - $266k
...opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their... ...unique to privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key...High net worthFull timeH1b- ...Partners LLC, based in Cincinnati, is looking for a detail-oriented Senior Tax Associate to join their Tax team. This role involves preparing and reviewing complex tax returns for high-net-worth individuals and requires strong technical expertise and excellent communication...High net worth
- FBT Gibbons LLP in Cincinnati, OH, seeks an Estate & Tax Planning Associate to advise high- and ultra-high-net-worth clients on gift and estate tax matters, trust administration, and business succession planning. The role offers a hybrid work environment with three days...High net worthWork at office
- ...Cincinnati Descriptions & requirements Overview:The Director of Tax will lead the tax strategy, planning, and compliance oversight... ..., and tax-efficient wealth transfer strategies for high-net-worth individualsExperience overseeing complex tax structures involving...High net worthWork at officeLocal area
- Overview Are you a tax professional who enjoys the challenge of sophisticated tax returns, the pace of tax season, and the satisfaction... ...that great tax advice and service are incredibly valuable to high-net-worth clients? If so, you may be a great fit for our Cincinnati Tax...High net worthWork experience placement
$155.5k - $256.1k
...innovative and sophisticated advisory, assurance and tax services to our clients. At... ...for a seasoned Tax Director, looking to make an impact,... ...to the role, function and associated responsibilities, a candidate... ...we offer a comprehensive, high-quality benefits program which...Full timeWork experience placementLocal area- ...Great Tax Directors Don't Just Solve Tax Problems. They develop people... ...independent accounting and advisory firms. This opportunity... ...developing Managers, Senior Associates, and Staff through coaching,... ...& Benefits GBQ offers a highly competitive executive compensation...
$180k - $195k
...Cincinnati, Ohio office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a national, full-service law firm... ...trust planning tools Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family...High net worthTemporary workWork at office- ...Tax Is More Than Returns. It's About Curiosity, Critical Thinking... ...Choose CSH As a Top 65 CPA & Advisory Firm , we've built an outstanding... ...of work. Our expectations are high, but we recognize that family,... .... Prepare business and high net worth individual tax returns, tax...High net worthInternshipLocal area
- ...team at one of the worlds top tax firms. Enjoy a collaborative,... .... Join a diverse team helping high-profile clients understand, analyze... ...seeking a Tax Senior Associate to join our Business Tax Services... ...Responsibilities:Provide tax compliance and advisory services to pass-through...Local area
- ...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...future as we are, join our team.KPMG is currently seeking an Associate Director, Oracle Applications to join our Digital Nexus technology...H1bLocal area
$155.5k - $256.1k
...innovative and sophisticated advisory, assurance and tax services to our clients. At... ...for a seasoned Tax Director, looking to make an impact,... ...to the role, function and associated responsibilities, a candidate... ...we offer a comprehensive, high-quality benefits program which...Work experience placementLocal area- ...Tax DirectorA seasoned tax leader with an active CPA license and... ..., new client acquisition, and high-quality execution of tax engagements... ..., and deliver top-tier tax advisory services while mentoring and... ...and benefits package.The Tax Director will play a pivotal role in expanding...Full timeImmediate start
- Tax Compliance Is Where You Started. Trusted Advising Is Where You... ...Choose CSH As a Top 65 CPA & Advisory Firm, we've built an... ...of work. Our expectations are high, but we recognize that family,... ...and review business and high-net-worth individual tax returns, tax filings...High net worthLocal area
- Waverly Advisors, LLC in Cincinnati, Ohio is seeking a Tax Accountant to support high-quality tax planning and return preparation for high-net-worth clients. The role requires a Bachelor's degree in Accounting or Finance and 0-3 years of relevant experience. Responsibilities...High net worthFlexible hours
- ...Senior Tax Associate Tax is about more than compliance. It's about relationships, advice,... ...Professionals Choose CSH: As a top 65 CPA and advisory firm, we've built an outstanding... ...successful outside of work. Our expectations are high, but we recognize that family, health,...
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