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
- ...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...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
$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- Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience and a CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing...SeniorTaxHigh net worth
$100k - $120k
...job. Compensation Based on Experience. Tax Senior - Hybrid $100,000 - $120,000 per year |... ...believe that providing quality service to our high‑profile clients starts by providing a... ...and Corporations Experience with high-net-worth individual tax planning and compliance Bachelor...SeniorTaxHigh net worthPermanent employmentSummer workLocal area$110k - $250k
A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive salary ranging...SeniorTaxHigh net worthRemote jobFlexible hours$100k - $120k
Australia-Employment is seeking a Tax Senior for a hybrid position based in Chicago, IL. The role offers a salary between $100,000 and... ...accounting, including expertise in business tax returns and high-net-worth individual tax planning. Join an independent firm that values...SeniorTaxHigh net worthSummer work- 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
$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...SeniorTaxHigh net worth- ...Third Bank, N.A. is seeking a Business Transition Senior Strategist to serve as the wealth planning expert for high-net-worth clients and business owners, guiding pre- and... ..., develop integrated strategies across estate, tax, liquidity, and legacy goals, and coordinate...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
$120k - $180k
A leading consulting firm in Chicago is seeking a Private Wealth Services Tax Manager to oversee tax planning and compliance for high net worth clients. This role involves conducting reviews of complex tax returns, managing client service teams, and providing innovative...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
$90k - $110k
...and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short...SeniorTaxHigh net worthTemporary workLocal area- ...seeks an experienced advisor to provide specialized planning for high net worth clients in Chicago. You will collaborate with Private Bankers,... ...comprehensive wealth planning solutions spanning financial, tax, estate, and philanthropic planning. In this role you will...SeniorTaxHigh net worth
$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... ...and Corporations Experience with High-net-worth individual tax planning and compliance...SeniorTaxHigh net worthSummer workLocal area- • 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 An...SeniorTaxHigh net worthWork at office
$95k - $110k
Senior Tax Accountant / Tax Supervisor - REMOTE (Atlanta based CPA Firm) Who: A highly skilled tax professional with 4-8 years of public accounting experience. What: Manage... ...advisory support to business owners and high‑net‑worth individuals. This is a career‑path role...SeniorTaxHigh net worthRemote jobWork at officeImmediate start$110k - $180k
...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on...SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people... ...the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects... ...wealth strategies across estate, income tax, gift and estate tax, investment, risk,...SeniorTaxHigh net worthBank staffShift work- ...Job Description Job Description Senior Tax Attorney or Partner Trusts and Estates Partner Position Overview We are seeking... ...law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal...SeniorTaxHigh net worthOngoing contractLocal area
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job... ...boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C...SeniorTaxHigh net worthPrivate practiceWork at office$110k - $140k
...Complex pass through business tax! This Jobot Job is hosted by:... ...tier partner! If you are a Tax Senior with Big 4 and complex flowthrough... ..., positive attitude, and high ethical standards. Qualifications... ...and their associate high net worth owners. 6. Strong interpersonal...SeniorTaxHigh net worthLocal areaRemote workFlexible hours$200k - $250k
...Portfolios are invested primarily in high‑quality, marketable, large‑cap... ...determined collaboratively by senior members of the investment team... ...approach is long‑term, tax‑aware, and cost‑conscious, with... .... The firm serves high‑net‑worth and ultra‑high‑net‑worth families...SeniorTaxHigh net worth$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 and...SeniorTaxHigh net worthLocal areaRemote workFlexible hours- ...management firm serving a select group of ultra-high-net-worth families across the country as a multi-... ...for ultra-high net worth clients for a senior wealth strategist position. This role... ...documents). Review estate and gift tax returns to determine available transfer...SeniorTaxHigh net worthTemporary workWork at officeVisa sponsorship
$170k - $210k
...strategic solutions in accounting, assurance, tax, advisory, and private client services.... ...complex client portfolios—including high‑net‑worth individuals, family offices, multi‑... ...and develop a high‑impact team, including senior managers and managers, through coaching,...SeniorTaxHigh net worthFull timeLocal areaShift work$164.6k - $288k
...technology and exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT... ...role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW)... ...and applicable laws, including trust and tax law, estate planning techniques,...SeniorTaxHigh net worthWork experience placementH1bFlexible hours$84k - $110k
Private Client Services - Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers...SeniorTaxHigh net worthWork at office- ...Position Summary: The Senior Relationship Manager is responsible... ..., providing customized, high-quality member service, and ensuring... ...client service to ultra-high net worth clients in a single-family... ...Experience in wealth management, tax, legal or professional services...SeniorTaxHigh net worthTemporary workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High-Net-Worth Tax Principal. Be the first to apply!
- senior trade analyst Chicago, IL
- senior app developer Chicago, IL
- senior customer service advisor Chicago, IL
- senior content strategist Chicago, IL
- senior international account manager Chicago, IL
- senior product manager mobile Chicago, IL
- senior magento developer Chicago, IL
- senior quantitative risk analyst Chicago, IL
- senior business development director Chicago, IL
- sr marketing manager Chicago, IL


