Senior High-Net-Worth Tax Principal
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP seeks a High Net Worth Tax Principal to lead compliance and consulting for wealthy individuals, family offices, and private businesses. You will manage client engagements, mentor staff, and drive proactive tax planning across federal, estate, gift, and trust taxation. The role emphasizes leadership, strategic advisory, and building lasting client relationships, with a focus on quality, ethics, and continuous learning within a collaborative firm environment. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
- ...Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-...SeniorTaxHigh net worth
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth... ...OverviewWe are seeking a highly skilled Senior Financial Planner... ...health including investments, taxes, insurance, and estate planning... ...strong relationships with high net worth clients, ensuring a high level...SeniorTaxHigh net worth
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ...a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...PrincipalSeniorHigh net worth
- Responsibilities Lead compliance and consulting services to high‑net‑worth individuals, multi‑generational affluent families, family offices Perform technical review of complex tax returns Advise and make recommendations to clients on business succession planning Requirements...PrincipalTaxHigh net worth
- Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in...PrincipalTaxHigh net worth
$140k - $170k
...Job Description Job Description Senior Philanthropic Advisor (Major Gifts and Principal Gifts) Highly Regarded National Nonprofit Florida (state-wide), Boston... ...with donors and prospects, including high-net-worth individuals and families Collaborate with volunteer...PrincipalSeniorHigh net worthRemote work$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...SeniorTaxHigh net worth- Distinct North America is seeking a Tax Manager/Experienced Senior Associate in Chicago, hybrid role with strong client ownership opportunities... ...client base including real estate investments, trusts and high net worth individuals with progression toward ownership and...SeniorTaxHigh net worth
- Aprio is seeking a Senior Tax Manager for Private Client Services / High Net Worth Individuals to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while expanding the client base and mentoring junior staff...SeniorTaxHigh net worthRemote jobLocal area
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorTaxHigh net worth
- Senior Tax Manager - HybridPosition OverviewWe are seeking an experienced Senior Tax Manager... ...and apportionment calculations.Provide high-level family office tax advisory: estate... ...as needed.Experience working with high-net-worth families, trustees, and multi-generational...SeniorTaxHigh net worthWork at officeLocal areaRemote work
- Sikich LLC is hiring a Tax Principal based in Chicago, IL. The principal will manage key client relationships, lead engagements, and deliver strategic tax solutions. A BA/BS degree and a CPA certification are essential, along with ten years of experience in professional...PrincipalSeniorTaxFlexible hours
- MJMS Family Office Services, LLC is seeking an experienced Senior Tax Professional to join our growing team in Chicago. You will work with high-net-worth individuals and families, providing tax planning, compliance, and family office services tailored to their needs. This...SeniorTaxHigh net worthWork at office
$122.3k - $231.87k
...Job Description Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. What: Provide tax compliance, consulting, planning, and...SeniorTaxHigh net worthFull timeWork at officeImmediate startRemote work- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits...PrincipalTaxHigh net worthFull timeLocal areaWorldwide
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You will partner with Wealth Management... ...plans, and support implementation across tax, estate, investment, and cash flow strategies...SeniorTaxHigh net worth
- Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice. You will guide complex tax planning for wealthy individuals, families and their businesses, mentoring staff and partnering with firm leadership to deliver exceptional client service...SeniorTaxHigh net worthPrivate practice
$126.1k - $253k
...s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team... ...complex estate and income tax planning and compliance. Our... ...our clients’ goals. As a Tax Senior Manager, you will be responsible... ...fieldCPA license in one’s principal place of business/home state,...SeniorTaxHigh net worthFull timeWork experience placementInternshipLocal area$150k - $230k
...3/*generated inline style */ Department Tax/*generated inline style */ Location(s) Chicago... ...exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax... ...planning and tax consulting to ultra high net worth clients;Research and consult on various...SeniorTaxHigh net worthWork at officeLocal areaRemote workFlexible hours- ...Job Description Job Description Senior Tax ManagerFuture Tax Department LeaderAbout the Opportunity DSWD Advisory Group is seeking... ...relationships for closely held businesses, business owners, high-net-worth individuals, and other significant clients. Review complex...SeniorTaxHigh net worthMonday to Friday
- ...a Top 25 public accounting firm in the Midwest to recruit a Senior Tax Manager for the Chicago office. The role focuses on corporate... ...companies, family-owned businesses, real estate operators, and high-net-worth individuals. The Senior Tax Manager will oversee engagements...SeniorTaxHigh net worthWork at office
- ...expanding national footprint. Their Chicago tax practice serves private equity-backed... ...businesses, real estate operators, and high-net-worth individuals across manufacturing, distribution... ..., and professional services sectors. As Senior Tax Manager you will oversee a portfolio...SeniorTaxHigh net worth
- Overview Baker Tilly is a leading advisory, tax and assurance firm with a global presence and a strong focus on high-net-worth individuals and private business owners. The High Net Worth Tax Principal role entails leading compliance and consulting services, managing client...PrincipalTaxHigh net worthLocal area
- ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families,... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Senior Manager, Private Client Services...SeniorTaxHigh net worthPrivate practiceWork at office
$110k - $210k
What You’ll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth individuals and families...SeniorTaxHigh net worthFull timeContract workWork at office- ...Job Description Job Description Job Title: Senior Tax Manager – HNW, Partnerships & Complex Compliance (Fully Remote) Firm:... ...flexibility and work-life balance. We specialize in serving high-net-worth individuals, partnerships, and closely held businesses, including...SeniorTaxHigh net worthFull timeRemote workHome office
$110k - $250k
...opportunity. This Jobot Job is hosted by Ruby Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients...SeniorTaxHigh net worthLocal areaRemote workFlexible hours$100k - $120k
...expanding our division and and looking for Tax Seniors who are interested in joining an Award-... ...that providing quality service to our high profile clients starts by providing a great... ...Corporations Experience with High-net-worth individual tax planning and compliance...SeniorTaxHigh net worthSummer workLocal area$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and manage tax engagements for high-net-worth individuals and private wealth clients. Review and oversee preparation of: Individual...SeniorTaxHigh net worthFull timeLocal area$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of...SeniorTaxHigh net worthFull timeH1b
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