Senior Tax Manager, HNW Advisory - Remote Wealth Planning
Jobot
- Remote job
Jobot, a fast-growing private client tax advisory firm, offers a remote Senior Tax Manager role focused on strategic, integrated tax planning for high-net-worth clients. You will work beyond compliance, leveraging modern technology to deliver proactive tax strategies and year-round advisory services. Ideal candidates have 5+ years from a top CPA firm, CPA or EA certification, and expertise with HNW individuals, closely held businesses, and passthrough entities. CCH Axcess experience is a plus. #J-18808-Ljbffr Jobot
$160k - $200k
...Senior Tax Manager – High-Net-Worth / Family Office... ...Primarily Onsite | 1 Remote Day per Week... ...boutique accounting and advisory firm on Long... ...personalized tax planning and compliance rather... ..., estates, and wealth transfer.... ...family office and HNW clients . The...Remote workSeniorHigh net worthFull timeWork at officeLocal area1 day per week- ...Tax Senior Manager The Tax Senior Manager at Catalyst... ...the successful planning and... ...suite of financial advisory, tax, and reporting... ...entrepreneurial and tech savvy wealth owners, helping... ...lead a premier HNW client advisory... ...TX with partial remote work availability...Remote workSeniorHigh net worthFull time
$130k - $160k
...Services Firm is Seeking a Senior Tax Manager to Join Their Growing... ...specialized tax and wealth advisory firm supporting high-... ...and strategic planning services with a white... ...brings deep experience in HNW taxation, excels in a... ...after ramp-up—and remote may be an option for...Remote workSeniorHigh net worthWork at officeLocal area3 days per week- ...Description Job Description Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location:... ...Provide proactive tax planning and wealth transfer strategies Manage and... ...Strong technical review and client advisory skills ~ Excellent communication...Remote workSeniorHigh net worthFull time
$140k - $170k
REMOTE This Jobot Job is hosted by:... ...private client tax advisory firms in the country... ..., fund managers, real estate investors... ...real, lasting wealth for clients.... ...integrated tax planning for sophisticated... .... If you're a Senior Tax Manager... ...Expertise in HNW individuals, closely...Remote jobSeniorHigh net worthLocal area- HUB International seeks a Tax Services Manager to lead a client base of high-net-worth individuals... ...returns, provide proactive tax planning, and coach Tax Associates within a hybrid... ...In this role you will collaborate with wealth advisors to integrate tax strategy into...SeniorHigh net worthFull time
- ...Tax Manager / Senior Tax ManagerA growing mid-sized regional public accounting... ..., and High-Net-Worth (HNW) returns, to step into a... ...worth tax returnsProvide tax planning and client advisory servicesMentor and... ...discretionary bonusHybrid to mostly remote flexibilityContinuing...Remote workSeniorHigh net worth
- ...Description Job Title: Tax Manager / Senior Tax Manager Location: Hybrid to Remote (Occasional In-Office... ...Trust, and High-Net-Worth (HNW) returns , to step into a... ...tax returns Provide tax planning and client advisory services Mentor and supervise...Remote workSeniorHigh net worthWork at office
- ...growing, fee-only wealth management firm that is continuing... ...build its in-house tax practice and is adding a Senior Tax Manager to play... ...integrates tax planning into the broader financial... ...taxation and advisory—not corporate tax.... ...opportunity Location: Fully Remote – U.S. #J-18808-...Remote workSeniorHigh net worth
$120k - $160k
...CPA and business advisory services firm... ...an additional Tax Manager focused on Business... ...clients on tax planning and advisory... ..., finance, wealth planning accounting... ...for a more senior tax role. -CPA... ...Corp, individual, HNW, and complex... ...~ Hybrid and remote options can be...Remote workHigh net worthFull time$122.54k - $208.72k
SENIOR PRODUCT MANAGER - WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?Responsible... ...YOU DO?Strategic Planning and Execution:... ...Focus: Understands HNW/UHNW client needs and... ...with research driven advisory platforms and investment... ...indicated as fully remote, reporting into a designated...Remote workSeniorHigh net worth$190k - $220k
...Senior Tax Manager A sophisticated tax, accounting, and advisory practice is adding a Senior Tax Manager after... .... This is a fully remote opportunity anywhere in... ...complex partnerships, HNW individuals, multi-... ...with clients on complex planning and technical matters,...Remote workSeniorHigh net worthWork at officeLocal areaFlexible hours$160k - $190k
...our team as a key player in providing tax planning and advisory services to high-net-worth clients.... ...tax planning into comprehensive wealth management strategies. Serve as a trusted... ...for professional growth. Partial remote work and flexible hours during peak...Remote workSeniorHigh net worthHourly payWork at officeFlexible hours- ...LLC is seeking an experienced Tax Manager to lead engagements for high-... ...Rock, TX. The role supports remote work for the right candidate,... ...clear emphasis on compliance and planning. The candidate will oversee... ...delivering high-quality tax advisory services. #J-18808-Ljbffr...Remote workSeniorHigh net worth
$160k - $230k
...style */ Department Tax/*generated inline... ...careers in advisory, assurance, and tax... ...optimize performance, manage risk, and... ...opportunity for a Tax Senior Manager to join... ...position is considered remote which means it... ...estates;Provide wealth transfer tax planning and tax...Remote workSeniorHigh net worthWork at officeLocal areaFlexible hours$108k - $175k
...About the job Tax Manager / Senior Manager - Private Client Services... ...-oriented CPA and advisory firm where you can work... ...estates, and related tax planning matters rather than... ...available, and fully remote may be considered for... ...specializing further in HNW/private client work....Remote workSeniorHigh net worthFull timePrivate practiceWork at officeRelocation packageFlexible hours$130k - $160k
...just looking for a tax expert-we're... ..., accounting, and advisory platform that partners... ...Position: Tax Manager - Real Estate focused... ...are preferred for remote candidates.... ...engagements, overseeing tax planning, compliance, and... ...estate planning, and wealth transfer...Remote workSeniorHigh net worthLocal area$130k - $155k
...Senior Tax Manager The Senior Tax Manager is responsible for leading tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private... ...businesses. This role partners closely with wealth advisors to develop strategic tax...Remote workSeniorHigh net worthPermanent employmentSeasonal workWork at officeLocal area$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ..., estate and gift tax, succession planning, valuation and international tax services...SeniorHigh net worthFull timePrivate practiceLocal areaWorldwide$160k - $190k
...Senior Tax Manager Asheville, NC; Charlotte, NC; Atlanta,... ...Why work at Modera Wealth? Modera Wealth Management... ...financial planning and intelligent investment... ...focus on insights and advisory in addition to compliance... ...education Partial remote work Salary range:...Remote workSeniorHigh net worthFull timeTemporary workWork at officeLocal area- Levelociti, a growing national wealth management firm, is seeking a Tax Manager / Senior Tax Manager to lead complex... ...net-worth clients while working remotely with a national team. This role emphasizes strategic tax planning, client advisory, and building the firm's tax platform...Remote jobSeniorHigh net worth
- ...Job Description Job Title: Senior Tax Manager – HNW, Partnerships & Complex Compliance (Fully Remote) Firm: Top 100 Public Accounting... ...in complex tax strategy and advisory ~ Collaborative Culture –... ..., multi-state) Lead tax planning and advisory engagements for...Remote workSeniorHigh net worthFull timeHome office
$225k
...Description Job Description Senior Tax Manager (Trust/Estate/Gift... ...the U.S. Location: Remote (U.S-Based) About... ...Regional Accounting & Advisory leader with 5+... ...50+ years and have no plans to change this or sell... ...Manager to our Trust/Estate/HNW team. For this role,...Remote workSeniorHigh net worthImmediate start$90k - $120k
...Job Description Tax Senior or Tax Manager Tax Senior / Tax Manager... ...compliance and strategic planning engagements. This... ...plus paid holidays ~ Remote/hybrid technology... ...(UHNWI), focusing on wealth preservation, income... ...opportunities across advisory services. Qualifications...Remote workSeniorHigh net worthOngoing contractWork at officeLocal areaHome office- EY is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth clients and family offices. You will... ...jurisdictional matters. The role emphasizes experience in estate planning, high-net-worth taxation, and governance, with a hybrid...High net worth
$250k
...Tax Senior Manager | $200,000–$250,000 | NYC An established and growing financial and tax advisory firm is looking to hire an experienced Tax Senior... ...combination of tax compliance, planning and advisory services.... ...hours. Hybrid and remote working options. Competitive...Remote workSeniorHigh net worthFull timeFlexible hours- ...pairs forward-thinking tax, assurance and consulting... ...an experienced M&A Tax Senior Manager to lead the day-to-day... ...tax attributesStep plan and transaction sequencing... ...public accounting, Big 4, advisory firm, or comparable... ...work.SummaryLocation: US Remote; Charlotte, NC;...Remote workSeniorFull timeContract workWork at officeLocal areaFlexible hours
$170k - $225k
...high-performing Senior Director of Tax Services to own client... .... You will manage a portfolio of client... ...compliance and advisory work at a high standard... ...generational wealth. SUCCESS... ...filings • Lead tax planning conversations... ...secondary) + 1 month remote for both •...Remote workSeniorFull timeLocal areaShift work$140k - $160k
...Senior Tax Manager Lisle, Illinois | $140,000-$160,000 | $5,000 Sign-On Bonus... ...in the office and two days remote following the initial... ..., technical compliance, and planning opportunities. • Research... ...identifying tax planning and advisory opportunities for clients....Remote workSeniorHigh net worthFull timeWork at officeLocal areaRelocation package- WG is seeking a Senior Tax Manager in Austin, TX, offering remote or hybrid work. You will lead complex tax work, mentor staff, and drive strategic client tax planning with an emphasis on advisory-level solutions. You’ll manage a busy season with ~55 hours/week, leverage...Remote jobSenior
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