Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Senior Tax Advisory Lead for HNW Clients | Equity

$140k - $170k

Jobot

Jobot is seeking experienced tax professionals for a remote position focused on strategic tax planning for high net worth clients. The role emphasizes client advisory and relationship building over pure compliance work. Applicants should possess a Bachelor’s in Accounting or similar field, a CPA or EA license, and at least 5 years of tax experience at a Top 100 CPA firm. The salary range is competitive at $140,000 to $170,000 per year. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Remote Senior Tax Advisory Lead for HNW Clients | Equity in Irvine, CA vacancy
  • $140k - $170k

     ...Jobot, a growing tax advisory firm, is seeking experienced tax professionals focused on strategic client advisory for high net worth clients. In this remote role, you'd be responsible for advising clients, emphasizing relationship building over compliance. This position... 
    Remote work
    Employment Equity
    Senior
    Tax
    High net worth

    Jobot

    San Jose, CA
    2 days ago
  • $140k - $170k

     ...Jobot is seeking experienced tax professionals for a remote role focused on integrated tax planning for high net worth clients. The position emphasizes advisory and relationship building over compliance...  ...culture with benefits like equity options, unlimited PTO, and... 
    Remote work
    Employment Equity
    Senior
    Tax
    High net worth

    Jobot

    Orange, CA
    14 hours ago
  • Pathstone is looking for a key member of the Client Advisory Team in Newtown Square, PA, to deliver comprehensive wealth management services...  .... This is a hybrid position, blending in-office and remote work, and offers a range of competitive benefits. #J-18808-Ljbffr... 
    Remote work
    Senior
    High net worth
    Work at office

    Pathstone

    Newtown Square, PA
    1 day ago
  • $110k - $140k

    Audit Manager / Senior Audit Associate - Client Advisory, LLCs, S-Corps Our team has partnered with a top CPA and...  ...rated firms that do complex business tax and assurance work and also provide...  ...arrangement, 2-3 days in office, rest of time remote Life Insurance Medical Insurance... 
    Remote work
    Senior
    Tax
    High net worth
    Full time
    Work at office
    Flexible hours

    Caliber Recruiting Group

    Charlotte, NC
    4 days ago
  •  ...public accounting firm to find a Private Client Services Tax Manager for its South Florida practice....  ...compliance and providing proactive advisory services. The position requires a CPA with...  ...experience, and a strong ability to lead teams while maintaining client relationships... 
    Senior
    Tax
    High net worth

    Navigate Search

    Florida, NY
    2 days ago
  • $140k - $160k

     ...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative...  ...strong leadership abilities. Remote, hybrid, or onsite work is... 
    Remote work
    Senior
    Tax
    High net worth

    Solid Rock Recruiting LLC

    Phoenix, AZ
    3 days ago
  • $73k - $117.5k

     ...a Top 20 CPA and advisory firm that Accounts...  ...industries, Aprio ensures clients are prepared for...  ...looking for a Senior Accounting...  ...as well as perform tax services and consulting...  ...environment including remote and hybrid options...  ..., industry-leading benefits and a flexible... 
    Remote work
    Senior
    Tax
    Full time
    Work at office
    Local area
    Flexible hours

    Aprio

    Washington DC
    4 days ago
  • Baker Tilly Advisory Group, LP is seeking a Business Development Director to drive growth within the Private Client sector. This senior role will focus on identifying business opportunities and...  ...possess a strong understanding of tax planning, wealth transfer strategies... 
    Senior
    Tax
    High net worth

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    4 days ago
  • jobr.pro is seeking a Remote Client Relationship Manager/Senior Accountant to manage a book of 30 to 40 clients. This role emphasizes the advisory side of accounting, requiring at least 5 years of...  ...and ensuring compliance with tax issues. The firm offers a supportive... 
    Remote job
    Senior
    Tax

    jobr.pro

    Denver, CO
    2 days ago
  • Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping... 
    Senior
    Tax
    High net worth

    Baker Tilly US

    San Francisco, CA
    2 days ago
  • $150k - $300k

    BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential... 
    Senior
    Tax
    High net worth

    BDO USA

    Cleveland, OH
    2 days ago
  • $108k - $175k

     ...oriented CPA and advisory firm where you...  ...high net worth tax matters and build deeper client relationships. Step...  ..., and fully remote may be considered...  ...for Manager and Senior Manager levels....  ...specializing further in HNW/private client...  ...Ability to lead engagements, review... 
    Remote work
    Senior
    Tax
    High net worth
    Full time
    Private practice
    Work at office
    Relocation package
    Flexible hours

    Orionplacement

    Glen Allen, VA
    3 days ago
  • $105.56k - $247.9k

     ...growth of our Deal Advisory practice, an...  ...been created for a Senior Manager to join our...  ...footprint or possibly remote for the right...  ...activities of our Private Equity clients and strategic...  ...Manager, you will: ~Lead and manage buy-...  ...largest assurance, tax and advisory firms... 
    Remote work
    Employment Equity
    Senior
    Tax
    Full time

    Cherry Bekaert

    Remote
    5 days ago
  • Stonepath is seeking a Senior Tax Manager in Dallas, TX, to join their advisory-focused CPA firm. In this role, you'll engage with high-net-worth clients, manage compliance, and provide strategic tax planning services. Ideal candidates have 7-10 years of public accounting... 
    Senior
    Tax
    High net worth

    Stonepath

    Dallas, TX
    4 days ago
  • A prominent CPA firm in San Antonio is seeking a Tax Professional to join their expanding tax team. You will prepare and review tax returns for high-net-worth clients and advise them on tax strategies. Candidates must have a bachelor's degree in accounting, a minimum of... 
    Senior
    Tax
    High net worth

    The Bolton Group

    San Antonio, TX
    2 days ago
  • $85k - $105k

     ...Job Description Job Description Senior Accountant & Client Advisory Lead Location: Gig Harbor, WA Compensation...  ..., timely, and prepared to support tax compliance, business planning, and...  ...~ Flexible scheduling and hybrid remote work opportunities. ~ Ongoing... 
    Remote work
    Senior
    Tax
    Flexible hours

    ABC Bookkeeping and Business Support

    Gig Harbor, WA
    7 days ago
  • $55 - $72.19 per hour

    Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California, United...  ..., resolution, and advisory work. Our north...  ...CPA or EA to lead a client portfolio...  ...for fiduciary and HNW clients Conduct tax...  ...Oaks, CA; limited remote flexibility available... 
    Remote work
    Senior
    Tax
    High net worth
    Hourly pay
    Full time
    Part time
    Work at office
    Monday to Friday

    one mission

    Thousand Oaks, CA
    2 days ago
  •  ...practice is seeking a Senior Manager with strong...  ...and CFO level advisory experience to join our...  ...In this role, you’ll lead engagements, build trusted client relationships, and bring...  ...can be worked remotely anywhere in the US....  ...Advisory LLC provides tax and business consulting... 
    Remote work
    Senior
    Tax
    Temporary work
    Local area
    Flexible hours

    Wipfli

    Southfield, MI
    4 days ago
  • BDO USA is seeking a Tax Senior Manager specializing in partnerships in San...  .... This role involves tax advisory responsibilities, mentoring staff...  ...skills, and the ability to manage client relationships. A CPA and experience in private equity are preferred. #J-18808-Ljbffr... 
    Employment Equity
    Senior
    Tax

    BDO USA

    San Francisco, CA
    3 days ago
  • A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients, supervising associates, and ensuring compliance with tax regulations. Ideal candidates will... 
    Senior
    Tax
    High net worth

    BDO Capital Advisors, LLC

    Dallas, TX
    1 day ago
  • $179.85k - $340.97k

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global...  ...Work alongside private equity firms, strategic clients and investment...  ...and supervision to Staff, Seniors and Managers Qualifications Bachelor... 
    Employment Equity
    Senior
    Tax
    Local area
    Worldwide

    Baker Tilly US

    Phoenix, AZ
    2 days ago
  •  ...Group Holdings Limited is seeking a Private Client Tax Manager in Durham to manage a diverse portfolio...  ...skills. This role offers the chance to lead a dynamic team and contribute to major projects that shape our advisory practice. Join us to help clients navigate their... 
    Senior
    Tax
    High net worth

    Sumer Group Holdings Limited

    Durham, NC
    3 days ago
  • $130k - $170k

     ...rated CPA and business advisory services firm here...  .... Services include Tax prep and review for...  ...work with amazing clients on tax planning and...  ...7 years for a more senior tax role. ~ CPA...  ...-Corp, individual, HNW, and complex entity...  ...time ~ Hybrid and remote options can be... 
    Remote work
    Tax
    High net worth
    Full time

    Caliber Recruiting Group

    Boca Raton, FL
    12 days ago
  •  ...your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are...  ...and fastest growing accounting and advisory firms in the industry. You will...  ...Groups (ERGs) support our Diversity, Equity, & Inclusion (DE&I) efforts. What... 
    Employment Equity
    Senior
    Tax
    High net worth
    Temporary work
    Private practice
    Local area

    EisnerAmper

    San Francisco, CA
    3 days ago
  • A leading accounting firm is seeking a Tax Managing Director in Omaha, Nebraska. This role involves leading tax compliance and consulting engagements for high net-worth clients while managing a team. Applicants should have significant experience in the private client services... 
    Tax
    High net worth

    BDO USA

    Omaha, NE
    2 days ago
  • $135k - $185k

     ...PA, 19106, US (Remote) Base Range Info...  ...The CFO Advisory practice, the largest...  ...within CBIZ Private Equity Advisory, is a...  ...private equity clients and have...  ...wherever they may lead which could include...  ...US. You, as a Senior Manager (or “...  ...in accounting, tax, advisory,... 
    Remote work
    Employment Equity
    Senior
    Tax
    Immediate start
    Weekend work
    Afternoon shift

    CBIZ

    New York, NY
    2 days ago
  • $90k - $145k

     ...Transaction Advisory Services - Senior Associate Opportunity ID...  ...advisory, assurance, and tax with team members who...  ...solutions to address clients' unique business...  ...engagements from both private equity and strategic...  ...entity. #GD #LI-JD1 #LI-Remote #LI-Hybrid
    Remote work
    Employment Equity
    Senior
    Tax
    Work at office
    Local area
    Flexible hours

    CohnReznick

    Los Angeles, CA
    5 days ago
  •  ...your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are...  ...and fastest growing accounting and advisory firms in the industryYou will have...  ...sector, such as hedge funds, private equity, and other investment-related... 
    Employment Equity
    Senior
    Tax
    High net worth
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Baton Rouge, LA
    14 hours ago
  •  ...Financial Group, an Atlanta‑based boutique CPA and advisory firm, seeks a Senior Tax Accountant / Tax Supervisor to lead complex tax engagements and provide trusted...  ...This career‑path role offers mentoring, potential client management responsibilities, and growth opportunities... 
    Remote job
    Senior
    Tax
    High net worth

    Staff Financial Group

    Dallas, TX
    1 day ago
  • $140k - $160k

    A premier advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience... 
    Remote work
    Senior
    Tax
    High net worth
    Flexible hours

    Solid Rock Recruiting LLC

    Kansas City, MO
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Senior Tax Advisory Lead for HNW Clients | Equity. Be the first to apply!