Tax & Wealth Growth Account Executive
Gelt Inc.
A leading financial services firm based in New York is seeking a Sales Account Executive to drive revenue growth and identify new business opportunities. Responsibilities include consulting with high-net-worth individuals and business owners to improve their financial strategies. Ideal candidates have a CPA and 2–5 years of relevant sales experience. This role offers a fast-paced environment, requiring exceptional communication skills and a consultative approach to selling. Join us to shape the future of finance. #J-18808-Ljbffr
$80k - $95k
...Zoe Financial is looking for an Account Executive to join the Platform Growth team. This role involves outbound prospecting to enroll RIAs in the Zoe Referral Program and promote the Zoe Wealth Platform. The position requires 2-5 years in sales and a Bachelor’s degree,...SuggestedContract work- ...A financial technology firm is seeking a Sales Account Executive to drive revenue growth by identifying and closing new business opportunities. This remote position requires a CPA and 2-5 years of full-cycle sales experience. The ideal candidate possesses strong consultative...TaxRemote work
$250k - $300k
...New Business Advisor (Account Executive) New York, NY New Business Advisor (Account Executive... ...economy. We partner with hundreds of high-growth, category-defining companies, including... ..., vision, life, and disability Pre-tax accounts (FSA, HSAs, dependent care FSAs...TaxFull timeFor contractorsWork at officeFlexible hours- ...HubSync, a fast-growing SaaS company, seeks an experienced Account Executive to drive sales within the Central or East regions. Candidates should... ..., collaborative work environment aimed at transforming the tax industry. HubSync is committed to diversity, ensuring equal opportunity...Tax
- ...About the Role As an Account Executive on the Platform Growth team here at Zoe Financial, your primary responsibility will be to outbound prospect our... ...firm to join the Zoe Referral Program and adopt the Zoe Wealth Platform as part of their tech stack. This is a hunter...SuggestedContract workWork at office
- ...relationships while supporting business growth and developing others? This is an excellent... ...Manager to join a well-established accountancy practice in Carlisle. You’ll manage a varied... ...statutory accounts, management accounts and tax returns Overseeing corporation tax and...TaxPermanent employmentTemporary workFlexible hours
$175k - $200k
...the role We’re hiring our third account executive to help fuel Frec’s next stage of growth and looking for a driven and customer... ...and passion for fintech, wealth management, and the strategies that... ...interest in fintech, investing, and tax‑efficient wealth strategies What...TaxWork at officeFlexible hours$85k - $145k
Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York to support client-focused financial services for 150-250 clients. The... ...hold a Bachelor’s degree and possess knowledge in investments, tax, estate planning, and financial management. Compensation ranges...Tax- Silversmith Capital Partners is looking for a Regional Director for Tax & Accounting Services in New York. This role requires ownership of tax and accounting practices, driving revenue growth and client retention across the western US region. Candidates should have a Bachelor...Tax
$144k - $187k
...that transforms traditional accounting into a powerful growth engine. Carta’s world-... ...their cap tables, valuations, taxes, equity programs,... ...contracts Proven ability to execute, especially negotiation and... ...institutional investing, or wealth management preferred Relevant...TaxFull timeTemporary workFlexible hours$160k - $275k
...an innovative private client accounting and payment services offering... ...background in accounting and tax advisory, who has a passion for... ...integrate with our clients' broader wealth management objectives. This... ...Across Wealth Management, our growth is driven by a relentless...TaxFull timeTemporary workPart timeWork at office- ...members. We’re transforming wealth management through the perfect... ...financial needs–investments, taxes, retirement planning, and estate... ...Innovations, we're in hyper-growth mode and looking for... ...personable individual to join our Account Executive team. Account Executives build...TaxWork at officeRelocationMonday to Friday
- EY is seeking a Manager in Private Tax in New York to provide personal tax advice to private companies and wealthy individuals. You... ...lead the delivery of tailored tax solutions, support clients in wealth transfer and succession planning, and develop a team of tax professionals...Tax
- ...Job Summary Account Executive - Tax Specialist primary responsibilities include prospecting, qualifying... ...target delivery and sustainable growth. Develop relationships in new and existing... ...communities thrive and brings a wealth of experience combined with innovation...TaxWork at officeLocal areaRemote work
- ...by former Goldman Sachs executives with a proven history... ...term appreciation, and tax benefits. Backed by leading... ...We're hiring an Account Executive to own the conversation... ..., ideally in fintech, wealth management, real estate... ...investing Clear growth path into senior AE, team...TaxFull timeLive inWork at officeLocal areaImmediate start
- ...Range Account Executive Range is creating AI-powered solutions to eliminate... ...members. We're transforming wealth management through the... ...financial needsinvestments, taxes, retirement planning, and estate... ...Innovations, we're in hyper-growth mode and looking for exceptional...TaxWork at officeRelocationMonday to Friday
$30 - $39.5 per hour
Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree along with relevant experience, and exhibit strong attention to detail while...TaxHourly payPrivate practice- ...are seeking remote Real Estate Account Executive to join our team in EMEA.... ...Asset & fund managers CPAs and tax advisors Real estate... ...measurable impact on revenue growth. Compensation & What We Offer... ...more about us. To explore a wealth of career opportunities and find...TaxFreelanceRemote workWorldwide
$280k - $360k
...Enterprise Account Executive New York, New York, United States Role... ...discovery and analysis. We're a high-growth, world-class AI team seeing... ...short-term disability. Wealth: Support for your long-term... ...wellbeing with a 401(k) and pre-tax benefits (e.g. commuting)....TaxTemporary workWork at officeWorldwideVisa sponsorshipFlexible hours- ...Renewables F7, LLC is looking for a Manager, Accounting in New York, NY. This role involves... ...financial accounting and reporting during rapid growth. Responsibilities include driving monthly close processes and supporting tax compliance. The ideal candidate has a Bachelor...Tax
$121k - $181.4k
...for teams that consult with Grant Thornton accounting advisory clients on complex accounting... ...resource groups, team-based communities, and growth opportunities to help you develop your... ...provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton...TaxInternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Relationship Manager I to elevate service excellence across the Wealth Management team. The role is pivotal in ensuring client experiences... ...of wealth management are vital. This position offers a clear growth path to higher levels of management. The ideal candidate showcases...
- ...Services Coordinator | Wealth Management | Financial... ...investment management, tax strategy, and multi-family... ...We are an elite, high‑growth fiduciary advisory firm... ..., business owners, and executives with complex financial... ...and process investment account applications, ACAT transfers...TaxFull timeWork at officeRemote work
$121k - $181.4k
...for teams that consult with Grant Thornton accounting advisory clients on complex accounting... ...resource groups, team-based communities, and growth opportunities to help you develop your... ...provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton...TaxInternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week£60k - £75k per year
...Public Practice Recruitment is seeking an experienced Tax Manager to join a highly regarded accountancy practice in Cumbria. This role requires the management of a diverse portfolio of corporate and personal tax clients while providing compliance and advisory services....TaxFlexible hours- ...A premier advisory firm is seeking a Director for its Tax Advisory Services. This role in Philadelphia involves leading client engagements, delivering sophisticated tax planning, and mentoring teams. Ideal candidates have 10–15 years of tax experience, extensive knowledge...TaxWork at office
$103k
...check sizes and sustainable, profitable growth. Seated is active in 19 U.S. markets... ...restaurants and guests. Role Overview As an Account Executive at Seated, you will own the full sales... ...including virtual care options ~ Pre-Tax Flexible FSA, Dependent Care FSA ~...TaxWork at officeFlexible hours$200k - $250k
...platform for modern finance and accounting teams. Tabs agents automate... ...cash flow. High-growth companies like Cursor and... ...Role We’re hiring an Account Executive based in New York to join our... ...Parental leave up to 12 weeks ~ Tax free commuter and parking benefits...TaxFull timeContract workWork at office- ...assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate... ...planning and demonstrate expertise in tax and estate planning. The role involves... ...team environment. Competitive salary and growth opportunities are available within a company...Tax
$106.5k - $195.1k
...EY is seeking a Manager in Private Tax to provide personal and private tax advice to private companies and wealthy individuals. This role requires a Bachelor’s degree, CPA or equivalent, and a minimum of 5 years of experience in professional services. Key responsibilities...Tax
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