Senior Principal Tax Advisor CPA — Wealth & Estate Planning
Cerity Partners Management LLC
Cerity Partners Management LLC is seeking an experienced Principal Tax Advisor to join our Tax Advisory Services team in Raleigh, North Carolina. In this senior-level role, you'll manage high-net-worth clients, providing expert tax compliance and planning services. The ideal candidate will have a minimum of 6-8 years of experience, an active CPA license, and strong leadership skills. Benefits include health, dental, vision insurance, a matching 401(k) plan, and a flexible PTO policy. #J-18808-Ljbffr Cerity Partners Management LLC
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and strategy... ...increased efficiencies. As a Senior Associate you shall... ...requirements are met for CPA licenture per respective...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and... ...creative tax solutions. As a Senior Associate you will analyze... ...tax technical business advisor Demonstrating familiarity...SeniorFull timeH1b- Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant growth and upside... ...solutions for tax issues Perform tax planning Perform some accounting work Maintain and...SeniorWork at officeRemote work
- ...As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international... ...strategies. Contribute to the development of innovative tax planning solutions and methodologies. Coach and mentor team...SeniorLocal area
- ...partnering with a Raleigh law firm to find two mid to senior-level attorneys for their Trusts, Estates, and Business team. This growth-oriented... ...professional development. The attorneys will manage estate planning, tax, and business matters while focusing on quality work...SeniorFlexible hours
$120k - $180k
...world of business and taxes come alive for creative... ...along the way? As a Principal, you are an experienced... ...tax team, including a senior tax manager and 3 tax accountants... ...and corporate tax planning documents and making... ...little bit You’re a CPA with 8+ years of experience...PrincipalFull timePart timeRemote workSleeping nightsFlexible hours- Cerity Partners is seeking a Principal Tax Advisor in Raleigh, NC. This senior-level role involves serving as a trusted advisor to high-net-worth individuals... ...and families, providing expert tax compliance and planning services. The successful candidate will review...SeniorFlexible hours
$55k - $151.47k
...to 20% At PwC, our people in tax services focus on providing... ...and guidance to clients on tax planning, compliance, and strategy. These... ..., and year-end planning. As a Senior Associate you analyze complex... ...Accountant [or commitment to pass CPA exam before being promoted to...SeniorFull timeH1b- ...LLC is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team... ...provide expert tax compliance and planning services. This senior-level position demands significant... ...responsible for mentoring junior staff. A CPA license is required, and you'll...SeniorFlexible hours
- 慨正橡扯 is seeking a Senior Product Associate for Wealth Management Product to drive product development and optimization. The role requires expertise in user research and collaboration with cross-functional teams to identify new opportunities and improve existing offerings...Senior
$84.15k - $140.18k
...pursue their financial goals. Job Overview Principal will have an understanding of the... ...responsible for the holistic supervision of HOS advisors and OSJ managers in their designated... ...Customer Focus Complex Problem Solving Planning & Alignment Collaboration Time Management...PrincipalSeniorWork from homeHome office$80.9k - $103.95k
...to travel to the Dublin, Ohio office quarterly. The Global Tax Planning Senior Analyst is a key professional role within the Finance organization... ...in Accounting, preferred MST and/or a Law Degree preferred CPA preferred Strong knowledge of U.S. federal and international...SeniorTemporary workWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- Join our CPA firm client as a Tax Associate or Tax Senior in a predominantly remote role based in Raleigh, NC. This position emphasizes excellent work/life... ...tax returns for various clients while also engaging in planning and relationship-building activities. Ideal...SeniorRemote job
- ...financial services company is seeking an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The ideal... ...in Fiduciary Services and a deep understanding of estate planning and tax laws. Responsibilities include collaborating with...Senior
- ## Tax AdvisorApplyremote type: Hybridlocations... ...credentialed Principal Tax Advisor to join our Tax... ...team. In this senior-level role, you... ...compliance and planning services. The... ..., and estate/gift tax planning... ...:*** Active CPA license in good... ...accounting or a wealth management/multi...Work at officeLocal areaFlexible hours
$147.4k - $336.8k
Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable advisory services to clients in the real estate, hospitality, and construction sectors. The ideal candidate will have a Bachelor’s degree in Accounting or...Senior$88.9k - $128.4k
...jurisdictions, implementation and review of transfer pricing processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost sharing agreements. What your day looks like: Assistin conducting...SeniorWork experience placementWork at officeLocal area$109.2k - $223.4k
...construction and network projects. They bring a wealth of expertise in project management,... ...developing and implementing comprehensive plans that optimize efficiency, cost-effectiveness... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings...PrincipalSeniorTemporary workFor contractorsFlexible hours- A leading tax services company in Cary, NC is seeking a Tax Advisor to provide exceptional year-round tax preparation and planning services. The ideal candidate will possess a minimum of 5 years... ...Bachelor's degree in accounting or CPA certification is preferred. This role...Senior
$96.8k - $306.4k
...Job Description The Senior Principal AI Agent / ML Software Engineer is a Senior Staff-level,... ...agentic AI systems capable of reasoning, planning, tool use, workflow execution, multi-step... ...care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k)...PrincipalSeniorTemporary workFlexible hours$147.4k - $336.8k
...: Anywhere in Country Real Estate Tax Senior Manager Our tax function is... ...This role involves leading tax planning projects, managing teams,... ...maintain credibility as a trusted advisor. Build client relationships... ..., or related discipline. CPA certification or state bar...SeniorFlexible hours- ...Public Tax Senior Manager, CPA To Apply Now - email your resume to job-knemkq... ...: Oversee tax compliance, planning, and consulting for diverse... ...: To serve as a trusted advisor to clients, delivering high... ...institutions, real estate, professional services, and...SeniorFull timeWork at officeLocal areaImmediate start
- ...A growing commercial real estate development firm in Raleigh, NC is seeking a General Project Manager. The ideal candidate will manage... ...a relevant degree are essential. The position blends office planning with field oversight, necessitating travel across North Carolina...SeniorFull timeWork at office
- A reputable CPA firm in North Carolina is seeking an experienced Senior Tax Associate to join its dynamic real estate tax team. The ideal candidate will have at least three years of public accounting experience with a strong emphasis on real estate, and a CPA designation...Senior
$80.92k - $184.21k
Oracle Implementation, Tax Technology Senior Consultant job at Deloitte. Raleigh... ...to enterprise resource planning (ERP) systems and tax applications... ...tax as a strategic business advisor for the digital era. We... ...degree. Accreditations: Licensed CPA in state of practice/primary...SeniorWork at officeVisa sponsorship2 days per week3 days per week$143k - $243k
A leading pharmacy benefit management firm is seeking a Senior Principal Actuary to provide actuarial direction and innovative modeling. The role involves collaborating with underwriters, leading actuarial staff, and monitoring health policy impacts. Candidates should...PrincipalSeniorRemote work$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and strategy... ...years of experience ~ CPA, Member of the Bar or other... ...as tax technical business advisor Familiarity with CRM systems...Full timeH1b$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset... ...comprehensive and specialized tax assistance tailored... ..., tax minimization planning, on‑call advice,... ...responsibilities A senior analyst in FSO EDGE... ...Public Accountant (CPA), Enrolled Agent (... ...as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours- Truist is looking for a Premier Financial Planning Leader in Raleigh, North Carolina. In this role, you'll manage client financial plans... ...position requires strong expertise in subjects including income tax, retirement planning, and insurance, as well as a Bachelor's degree...Senior
- ...A growing accounting firm is seeking a part-time CPA for client advisory, review, and onboarding. This hybrid role offers flexibility... ...'s work and providing guidance, without the burden of full cycle tax preparation. This position emphasizes advisory work and building...SeniorPart timeRemote work
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