Tax Associate for High‑Net‑Worth Clients
Mercer Advisors
Mercer Advisors in Schaumburg, Illinois is seeking a Tax Associate to join its Tax Team. This position involves preparing tax returns for high-net-worth individuals and businesses, creating estimates and projections, and providing accurate responses to tax-related inquiries. The ideal candidate will hold a Bachelor’s degree in Accounting and have 1-3+ years of experience in public accounting. Knowledge of CCH Software and excellent client service skills are essential. #J-18808-Ljbffr Mercer Advisors
$70k - $95k
The Tax Team at jobr.pro is looking for a Tax Associate to prepare tax returns and projections for high-net-worth clients. The successful candidate will have a Bachelor's degree in Accounting and experience in public accounting. This role emphasizes client service and requires...High net worth$70k - $95k
Job Summary The Tax Team at Mercer Advisors prides itself on a collaborative, fun... ...tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals... ...As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$70k - $95k
...integrating financial planning, investment management, tax, estate, and more under one team. Job Summary The Tax Team... ...management teams to provide tax compliance services to high‑net‑worth clients. The Tax Associate primarily prepares income tax returns, creates quarterly...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$106k - $125k
jobr.pro in Schaumburg, Illinois, is seeking a Tax Manager to lead client-facing tax compliance services for high-net-worth individuals and businesses. This role includes preparing and signing tax returns, offering client support, and mentoring a team. The ideal candidate...High net worth$70k - $95k
...management, business management, tax, estate, insurance, and more,... ...legally bound to act in our clients' best interests — always.*... ...tax compliance services to our high-net-worth clients. The Tax Team... ...member of the Tax Team, the Tax Associate is primarily responsible for...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Gallagher is looking for a Private Client Service Manager in Rolling Meadows, Illinois. This role involves being a trusted advisor to High Net Worth individuals, managing their personal insurance programs, and ensuring their specific needs are met with precision and care...High net worth
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$110k - $180k
...are eager to make an impact. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL. We are looking... ...tax planning and compliance functions for ultra-high net worth individuals and their families, particularly clients...High net worthPrivate practiceWork at officeLocal area$85k - $150k
...your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice in Elgin,... ...and ongoing development of associates and seniors. Prepare and review tax... ...owned, closely held businesses and high net worth individuals with the solutions they...High net worthTemporary workPrivate practiceWork at officeLocal area- ...financial planning to train next-generation AI systems. You’ll deliver actionable financial guidance, communicate effectively with high-net-worth clients, and ensure compliance with regulations. Ideal candidates will have at least 3 years of advisory experience and relevant...High net worthRemote job
- ...with insurance distribution partners. The ideal candidate will have over 5 years of personal insurance experience focusing on high-net-worth clients. This role requires exceptional communication and strategic development skills to deliver tailored solutions. Competitive...High net worth
- Introduction At Gallagher, we help clients face risk with confidence... ...be the trusted advisor for High Net Worth individuals, managing their personal... ...Client Service Managers and Associates, fostering continuous... ...insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA...High net worthLive outWork at officeLocal areaFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ..., wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share...High net worthWork at office- ...Business Intelligence (BI) Developer PCS is one of the largest high net worth managing general underwriters in the market today. With a sole... ...policies for individuals with complex needs. Private Client Select offers property and casualty personal insurance solutions...High net worthWork at officeRemote work
$34.65k - $64.58k
...brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals... .... Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the...Work from home$25.5 - $28.5 per hour
...Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates Retail On-Site in one of our new TurboTax locations across the... ...location, and play a key role in growing TurboTaxs client base within the local community, establishing...Seasonal workLocal areaFlexible hoursAfternoon shift$106k - $125k
Job Summary The Tax Manager acts as a client‑facing leader within the Tax Team, delivering high‑quality tax compliance services to high‑net‑worth individuals, trusts, and businesses. The role involves... .... Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday- JPMorgan Chase & Co. is seeking a Private Client Banker in Lake Zurich, Illinois. The role focuses on managing relationships with affluent clients, utilizing a proactive approach to grow balances and acquire new clients. Responsibilities include connecting clients with...Full time
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$92.4k - $172.1k
...brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals... .... Colleagues enjoy an award-winning culture that fosters a highly productive and results‑driven working environment. A Day in the...Minimum wageWork at officeWork from home- A leading tax services provider is seeking a Tax Advisor to serve clients throughout the year. In this role, you will build relationships and provide tax preparation, planning, and audit support. Ideal candidates should have CPA or Enrolled Agent certification, a Bachelor...
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- TwinThread is seeking a Financial Advisor located in Lake Zurich, IL. The ideal candidate will champion client success while navigating financial markets, delivering personalized investment solutions and providing comprehensive financial coaching. We value integrity and...
- ...Description Job Description TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This... ...who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience...High net worthFull timeWork at officeLocal areaFlexible hours
- Hybrid Join one of the largest High-Net-Worth MGUs in the market as a Underwriter - Senior Underwriter in the Personal Lines High-Net-Worth... ...high-value, complex personal lines risks for high-net-worth clients. Evaluate and prioritize submissions for completeness, risk...High net worthWork at office
$60k - $200k
...World Insurance Associates (“World”) is a unique financial services organization with a... .... Commercial Lines Sales Executive (Client Advisor) Position Overview World’s... ...traditional commercial lines insurance, high net worth / private client, employee benefits, human...High net worthBase plus commissionImmediate start$50 - $60 per hour
Tax Accountant About the Client A tax, accounting, audit, and management consulting firm located in Schaumburg, IL. Our rapid growth and increasing demands for our services has created a need for a highly motivated Tax Accountant/Tax Preparer who has a passion to serve...Work at office$45k - $60k
...designated work hours. Position Overview The Tax Specialist I is responsible for providing... ...to internal partners and Paylocity clients with payroll tax functionality and pay history... ...continued learning. Ability to analyze data for high-level problem resolution. Database...Full timeWork at officeLocal areaRemote workWorldwideShift work- ...hours. Position Overview We are seeking a Tax Specialist II to join our Tax Filing Team.... ...including Sales, Implementation, Client Service and Finance rely upon Paylocity’s... ...communication skills and problem-solving ability High level of integrity Paylocity is an equal-...Full timeWork at officeLocal areaRemote workWorldwide
$39k - $72.4k
...designated work hours. Position Overview The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance.... ...Promptly resolve client questions with a high level of service and communicate with them...Full timeWork at officeLocal areaRemote workWorldwide
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