Senior Tax Strategy Lead - Family Office & Wealth Planning
Jobot
Jobot is seeking an experienced Senior Tax Manager to support tax and planning for a multi-generational family office and its clients in California. The role oversees complex tax compliance, planning and strategy across individuals, trusts, estates, and related entities. The ideal candidate will lead tax compliance, provide strategic planning, and mentor junior staff, with an opportunity to advance towards partnership as leadership retires. #J-18808-Ljbffr Jobot
$180k - $220k
...seeking an experienced Senior Tax Manager to support the tax and planning needs of our... ...multi-generational family office. This role oversees... ..., planning, and strategy across individuals... ...transactions, and long-term wealth planning. Why join... ...Responsibilities Lead tax compliance and...Work at officeSeniorTaxLocal area- A leading technology-driven accounting firm in Solana Beach is seeking a Senior Tax Manager to join their High-Net-Worth Tax practice. This... ...returns, evaluating tax strategies, and mentoring team members... ...work with multi-generational family offices. Join a recognized best...SeniorTaxFlexible hours
$75k - $105k
...professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family... .... Why Aldrich Wealth Aldrich Wealth is a dynamic... ...and corporate retirement plans, we have been recognized... ..., journals, transfers, tax payments, and other service...Work at officeSeniorTax16 hoursFull timeLocal areaRemote workMonday to FridayFlexible hours- ...independent, fee-only wealth management firm... ...financial planning and investment... ...and families specializing in... ...Job Summary The Senior Financial Advisor... ...serves as the lead advisor for assigned... ...across retirement, tax, estate,... ...comprehensive strategies across retirement...SeniorTaxRemote work
$200k - $350k
...About the job Senior Estate Planning Attorney Senior Estate... ...-worth individuals, families, business owners, and... ...estate planning and wealth transfer matters.... ...planning, and related tax considerations. Develop... ...estate planning strategies tailored to each client...SeniorTaxFull timeTemporary workImmediate startRemote workFlexible hours$17 - $20 per hour
...blood pressure and pulse. 4. Serve as an infection control officer, developing infection control protocol and preparing and sterilizing... ...(filling). 7. Teach patients appropriate oral hygiene strategies to maintain oral health. Qualifications: 1. Dental Assistant...Work at officeSeniorTaxHourly payWork experience placementLocal area$142k - $192k
...Senior Software Engineer Boston, MA Paperless Parts... ...lifecycle — planning, coding, testing, review... ...the ground up. Boston Office: Our office is full of... ...We value you and your family. With this in mind, full... ...wellness stipend ~ Pre-tax Commuter and FSA/Dependent...Work at officeSeniorTaxFull timeRemote work$103.1k - $154.7k
...Environmental Conditions Office Job... .... From Financial Planning & Analysis, Tax, Treasury, Financial... ...Relations, Strategy & Corporate Development... ...industry-leading genetic sciences... ...business areas for senior leaders and the sales... ...colleagues and their families can count on,...Work at officeSeniorTaxFull timeTemporary work$130k - $190k
...Environmental Conditions Office Job... .... From Financial Planning & Analysis, Tax, Treasury, Financial... ...Relations, Strategy & Corporate Development... ...a Finance Senior Manager who will... .... This role will lead the finance function... ...colleagues and their families can count on,...Work at officeSeniorTaxFull timeTemporary work- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private... ...flexibility in terms of office location, as EisnerAmper follows... ...Responsible for overseeing tax planning and compliance functions for... ...worth individuals and their families, with a particular emphasis on...Work at officeSeniorTaxTemporary workPrivate practiceLocal area
- ...that specialize in comprehensive tax, audit, assurance and business... ...a growing CPA firm seeking a Senior Tax Accountant to join our... ...tax compliance, accounting, and planning for individual and entity clients... ...Tax Proficient with Microsoft Office Proficiency with Lacerte and...Work at officeSeniorTax
$100k - $105k
...opportunity to shape financial planning and decision-making across... ...overall company objectives and strategies.Process improvement :... ...use of Adaptive Insights with Office Connect a plusPrevious industry... ...parental leave to support your family during important life events....Work at officeSenior$90k - $115k
...Senior Tax AssociateAt Redwitz, Inc. we offer a comprehensive range of services including... ...experienced Senior Tax Associate in our La Jolla Office. In this position, there is an... ...international issues;Assists with year-end tax planning and quarterly estimates; Assists with...Work at officeSeniorTaxLocal area$61k - $119k
...through financial planning. On your path to becoming... ..., and development strategies you need to be... ...like opening an office, joining a... ...at every stage of family planning #LI-OnsiteQualificationsYou... ...3 for income tax purposes, and a... ...Mutual Wealth Management Company...Work at officeTaxFull timeContract workFor contractors$85k - $110k
...Withum's Tax Services Group... ...economical tax strategies anywhere. Their... ...services. As a Tax Senior based out of our... ...San Diego, CA office , you'll work... ...you will take a lead role on all aspects... ...tax planning opportunities... ...partnership status, familial status, affectional...Work at officeSeniorTaxLocal area$85k - $110k
...Description:Withum’s Tax Services Group... ...economical tax strategies anywhere. Their... ....As a Tax Senior based out of our... ...San Diego, CA office, you'll work alongside... ...will take a lead role on all... ...mattersIdentifying tax planning... ...partnership status, familial status, affectional...Work at officeSeniorTaxLocal area$83.92k - $125.88k
...WealthCompany: CitiThe Wealth Relationship Manager... ...segment with financial planning and excellent discovery... ...of Microsoft Office (Excel, Outlook, and Word... ...and financial planning strategies preferred.Must be a self... ...------------------Job Family Group: Private Client...Work at officeFull time$120k - $160k
...Senior Implementation Project ManagerPaperless... ...Manager, you will lead enterprise implementations... ...in the Boston, MA office with a hybrid... ...Tailor implementation plans to support... ...value you and your family. With this in mind,... ...wellness stipendPre-tax Commuter and FSA/Dependent...Work at officeSeniorTaxFull timeRemote work3 days per week$24 - $29 per hour
...trends to adjust pricing and marketing strategies as needed. Support resident retention... ...experience required. Proficiency in Microsoft Office (Word, Excel) and property management... ...vision insurance to keep you and your family healthy. Tax-Saving Benefits - Take advantage of a...Work at officeTaxHourly payFlexible hours- The Associate Wealth Manager supports client relationships... ...delivery of financial strategies across investments, tax, estate, and long-term planning. This role is designed... ...to develop into a lead advisor over time. The... ...Responsibilities: Support senior advisors in managing high...Tax
$20.35 - $26 per hour
...Veterinary Hospital Shift Lead This posting will remain open for... ...education about Optimum Wellness Plans, preventive care, pet health... ...financial support for you, your family, and even your pets. Check out... ...expenses by setting aside pre-tax money. It's a smart way to manage...TaxHourly payMinimum wageFull timeTemporary workLocal areaFlexible hoursShift workAfternoon shift$120k - $160k
...on the hunt for a Senior Tax Manager to join... ...ambitious growth plans, a strong pipeline... ...effective transition of wealth across... ...multi-generational family offices. This role combines... ...Evaluating tax strategies across individuals... ...tax efficiency. Leading and reviewing staff...SeniorTaxFlexible hours$75k - $150k
...We are a growing wealth management firm specializing in... ...comprehensive financial planning for pre-retirees, retirees, and families in the disability community... ...including experience in tax and estate planning as... ..., estate, and financial strategies Help manage any...Tax$212k - $317.98k
...Environmental Conditions Office Job Description... ...is a senior, business-owned leader... ...the long-term strategy for the Biosciences... ...for BID. The role leads a Business Transformation... ...Strong strategic planning and execution... ...colleagues and their families can count on,...Work at officeSeniorFull timeTemporary work$180k - $210k
...Title: Tax Director (Family Office / Private Wealth) Company: Wealth Management / Family Office Services... ...is seeking a Tax Director to lead tax compliance and planning for ultra-high-net-worth families... ...individual will function as a senior leader within the family...Work at officeTaxRemote work$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across...Work at officeSeniorTaxFull timeLocal area$228.7k - $256.5k
...Director, Tax Huntsville, Alabama, United States... ...Company Tax Director leads all tax strategy, tax accounting,... .... Tax Strategy & Planning Evaluate and implement... ...and opportunities to senior leadership and the... ...use computers and other office equipment Note: For the...Work at officeTaxFull timeTemporary workLocal area- ...Encinitas is seeking a skilled Senior Engineer - Traffic to lead complex traffic and... ...prepares and reviews traffic plans, including Signing & Striping... ...affiliations, veteran status, Family Leave Act status, AB60 CA... ...notify the Human Resources Office if accommodation is needed....Work at officeSeniorContract workFor contractors
$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...Work at officeSeniorTaxFull timeLocal area- ...states, is seeking an Audit Senior to join its... ...a strategic acquisition plan that will accelerate its... ...culture Opportunity to lead engagements and build client... ...Coordinate with internal teams (tax, admin, audit leadership... ...and contribute to audit strategy Requirements: Bachelor’s...SeniorTax
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