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
...Tax Associate (Chicago, IL) The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment... ...teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled...High net worthTemporary workWork at officeHome 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$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$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- ...values their employees with recognition! About the Tax Senior Role: Prepare and review federal,... ...local tax returns for corporations, partnerships and high-net-worth individuals Meet with clients to discuss tax planning, returns and situations Build...High net worthLocal area
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$55k - $151.47k
...to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance,... ...planning and compliance services to high-net-worth individuals and privately-... ...-end planning. As a Senior Associate you analyze complex problems,...High net worthFull timeH1b$180k - $250k
...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice in Elgin,... ...engagement economics ~ Highly proactive approach to serving clients... ..., closely held businesses and high net worth individuals with the solutions they...High net worthTemporary workPrivate practiceLocal area- ...management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to... ...initiatives Coordinate with external tax, legal, and advisory partners Assist with business...High net worthWork at office
$85k - $100k
A leading insurance brokerage and consulting firm is seeking a professional to manage assigned Premier clients. This role focuses on retention of client accounts and requires strong expertise in Personal Lines Property & Casualty Insurance. Candidates should hold a state...High net worth- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal... ...accident insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA)...High net worthFull timeInternshipLive outWork at officeLocal areaFlexible hours
- ...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
$91k - $321.5k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Growing...High net worthFull timeH1bRemote work$73.5k - $212.28k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Enhancing...High net worthFull timeH1bWork at officeRemote work$25.5 - $28.5 per hour
...Job Description 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... ...location, and play a key role in growing TurboTax’s client base within the local community, establishing...Seasonal workLocal areaFlexible hoursAfternoon shift$55k - $60k
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...learning and professional development - particularly in the high-net-worth insurance space. Key Responsibilities: Deliver courteous,...High net worthFull timeWork 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$115k - $160k
...Director of Financial & Tax Planning will lead Busey... ...ensuring the delivery of high quality, integrated advice to our clients. This role combines deep... ...advising high net worth families and business owners... .... In addition, eligible associates may take advantage of pre...High net worthTemporary workLocal areaFlexible hours- ...About The Company: Private Client Select Insurance Services (PCSIS), is an independent... ...solutions and comprehensive coverage to preserve high-value assets. We understand their... ...lines Property & Casualty products for high net-worth individuals in the US. Key...High net worthRemote work
$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- ...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
$85k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management... ...approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices...High net worthTemporary workLocal areaFlexible hours$34.1k - $62.2k
...Client Service Representative About Marsh McLennan Agency's Midwest Region: MMA Midwest is a full-service brokerage providing business... .... 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$34.65k - $64.58k
...Client Service Representative About Marsh McLennan Agency's Midwest Region: MMA Midwest is a full-service brokerage providing business... .... Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A Day in the...Work from home- Fairygodboss is looking for a Private Client Banker in Glen Ellyn, Illinois. In this role, you will be the main point of contact for affluent clients, managing relationships and providing tailored financial solutions. You will need at least one year of related experience...
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$85k - $100k
...and proactively managing assigned Premier clients in Client Tiers 2 and 3 (HNW & Affluent).... ...of insurance, as needed. Maintain a high degree of accuracy in agency management and... ...approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices...High net worthTemporary workLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Banker in Arlington Heights to manage a banking portfolio for affluent clients. This role involves building relationships, providing financial education, and ensuring compliance with banking regulations. The ideal candidate...
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