Senior Tax Strategist for High-Net-Worth Clients
Hantz Group
A financial services firm based in Michigan is seeking an Advanced Tax Planner to join their team. This role involves analyzing tax liabilities, preparing tax projections, and filing returns for a diverse client base. The ideal candidate will have a Bachelor's degree in Accounting or Finance, at least 6 years of relevant tax experience, and an active CPA or Enrolled Agent license. Strong communication and leadership skills are essential, and the firm offers a comprehensive benefits package including health and retirement plans. #J-18808-Ljbffr Hantz Group
- A Michigan-based financial firm is seeking a Tax Planner to analyze tax liability and prepare tax projections. The ideal candidate will... ...collaborating with financial advisors to develop strategies for clients and ensuring compliance with regulations. Our firm prioritizes a...SeniorTaxHigh net worth
- A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to analyze tax liability, prepare tax returns, and develop strategies to minimize tax liabilities for clients. This role requires a Bachelor's Degree in Accounting or Finance, with a minimum of...SeniorTax
- ...Senior Tax Manager Fenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready to step into... ...tax advisory work, high-level client relationships, mentoring staff... ...clients, and high-net-worth individuals. This person should...SeniorTaxHigh net worthWork at officeImmediate startFlexible hours
$78k - $103.94k
...sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity to be... ...complicated tax matters in the state and local, high net worth, international, research and development...SeniorTaxHigh net worthLocal area$121.9k - $262.1k
.../ Business Transition Strategist We connect great people... ...working directly with high net business owners and closely... ...and discussion with clients and their advisors. Work... ...expertise in complex tax consulting. Attend community... ...owners, or high net worth clients (e.g.,...TaxHigh net worthBank staffWork at office- ...industry player is on the lookout for a Senior Tax Accountant eager to advance their... ...clientele, including private companies and high-net-worth individuals. You'll conduct tax research... ...planning, and communicate effectively with clients to foster relationships and identify...SeniorTaxHigh net worth
$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... ...: REMOTE. Why: Growing client demand and succession... ...to business owners and high-net-worth individuals. This is a career...SeniorTaxHigh net worthWork at officeImmediate startRemote work- Novogradac & Company LLP is seeking a Senior Accountant to join their team in Southfield, Michigan. The ideal candidate will manage tax and audit projects, focusing on client relationship development and team profitability, while supervising and mentoring Staff Accountants...SeniorTaxRemote jobFlexible hours
- BCG Attorney Search is seeking a Tax Associate for their Private Client group in Detroit, Michigan. The ideal candidate will have a minimum of three years of experience in tax planning for high-net-worth individuals. Responsibilities include advising clients on wealth...TaxHigh net worth
$200k
A financial services company is seeking a Relationship Manager for Private Wealth & Tax Solutions. The role requires managing high-net-worth clients, developing relationships with Strategic Partners, and leveraging expertise in private wealth and tax planning. Candidates...SeniorTaxHigh net worthContract work- BDO USA, LLP is seeking a Tax Senior in the Business Incentives Group to lead or support the identification and documentation of tax credits and incentives for clients in a fast-paced environment. You will interview client personnel, prepare cost schedules, and deliver...SeniorTax
- ...public accounting firm offering best-in‑class tax, accounting, and personal finance services to dynamic businesses, high net‑worth individuals, and family offices. With... ...Managers and Partners and will work directly with clients to provide tax preparation and consulting...SeniorTaxHigh net worthWork experience placementWork at office3 days per week
- ...Client Accounting Services (CAS) Senior Manager Location: Detroit, MI. The role is available immediately for an... ...practice to ensure timely, accurate, and high-quality service aligned with client... ...preparation of personal property tax, payroll, and sales tax filings. Evaluate...SeniorTaxWork at officeImmediate start
- Senior Wealth Manager - Single Family Office 4 days ago Be among... ...for a select number of ultra high net worth families. Highlights Oversee... ...advisor across investment, estate, tax, philanthropic, and lifestyle... ...to enhance efficiency and client experience. Requirements 10...SeniorTaxHigh net worthFull timeWork at office
- ...Service CPA firm is growing and seeking a Senior Tax Accountant with a desire to rapidly... ...multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and... ...Ledger, Cash book, Journal. Discuss with client year-end adjustments to be included....SeniorTaxHigh net worthImmediate start
- Job Overview A law firm seeks a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high‑net‑worth individuals. Duties Advise clients on wealth transfer and...TaxHigh net worthFlexible hours
- ...Senior Relationship / Trust Advisor, Wealth Management Location:... ...account base of wealth management clients by working with client... ...applicable laws, including trust and tax law, estate planning... ...fields. Experience working with high net worth (HNW) and ultra‑high net worth...SeniorTaxHigh net worthWork experience placement
$81.7k - $135k
...to build a better working world. Tax – Indirect Tax – Sales and Use – Senior Will you shape the future or... ...opportunity to learn through daily client interaction and exposure to diverse... ...judgment, and are committed to delivering high-quality client service. The ideal...SeniorTaxSummer holidayImmediate startFlexible hours$120k - $170k
...Senior Manager, Tax - Hybrid This Jobot Job is hosted by: Scott Dennis Are you a fit? Easy Apply... ...Manager, you will work directly with clients and wealth management teams to review... ...strategic tax planning solutions to high-net-worth clients and closely held businesses...SeniorTaxHigh net worthLocal area- ...seeking an experienced full-time Private Client Trust and Estates Attorney for our... ...Planning Practice Group, working with ultra-high-net-worth clients to secure their financial legacies... ...charitable planning, minimizing estate taxes, and protecting assets Draft legal documents...TaxHigh net worthFull timeWork experience placementWork at office
$150k - $220k
...committed to helping our clients achieve their financial goals... ..., estate planning, tax planning, risk management,... ...Summary We are seeking a highly experienced and motivated Senior Financial Advisor to join... ...grow a portfolio of high‑net‑worth clients, providing them with...SeniorTaxHigh net worthLocal areaRemote workFlexible hours- ...Accounting practice is seeking a Senior Manager with strong nonprofit... ...engagements, build trusted client relationships, and bring a curious... ...closely with a supportive, high-performing team that lives the... ...Wipfli Advisory LLC provides tax and business consulting services...SeniorTaxTemporary workLocal areaRemote workFlexible hours
- Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Financial Analyst in Bloomfield Hills, Michigan. In this role, you will collaborate with Sales and Account Management teams to deliver tailored financial insights and solutions. You will analyze benefit plans, prepare...Senior
$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It... ...~3 plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client...SeniorHigh net worthMinimum wageLocal areaNight shift- ShindelRock in Novi, MI is seeking an experienced public accounting professional to prepare and review tax returns for diverse clients while maintaining direct client engagement. You will be part of a collaborative team that values accuracy, growth, and work-life balance...SeniorTaxFlexible hours
- Solid Rock Recruiting LLC is seeking a Tax Senior for a public accounting firm, offering hybrid or fully remote work and a supportive culture... ...returns for various entities, conduct tax research, manage client engagements, and identify planning opportunities. The role requires...SeniorTaxRemote jobLocal area
- TAX ADVISOR - EA, CPA job at Blumark. Troy, MI. LOOKING FOR A GREAT OPPORTUNITY? We may have just what you’re looking for. Blumark Financial... ...Advisors are looking for an experienced CPA or EA, with great client-facing skills in the tax realm. This position will give the...SeniorTax
- BDO USA Experienced Career Site is seeking a Tax Experienced Manager, Transfer Pricing to advise clients on transfer pricing implications, help develop documentation... ...leveraging IRS and OECD guidelines, delivering high-quality analyses, and coordinating cross-functional...SeniorTax
- ...looking for a Wealth Planning Strategist to execute Waldron’s... ...which encompasses analysis, client deliverables, technical planning... ...situations focusing on income tax, estate planning, risk analysis... ...years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+...TaxHigh net worthWork at office
$70k
A Kforce client, an award-winning CPA firm with offices in NYC and... ...on Long Island is seeking a Tax Senior. Summary: The Tax Senior will... ...or in progress * 3+ years of high quality, sophisticated public... ..., partnerships, and high net worth individuals * Excellent written...SeniorTaxHigh net worthRemote work
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