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
- ...service firm with nine offices across Michigan. The ideal candidate is a Juris Doctor, licensed in Michigan, with 10+ years in estate planning, trusts, and related tax matters, offering sophisticated guidance to high-net-worth clients. #J-18808-Ljbffr Warner Norcross + JuddSeniorTaxHigh net worth
- ...Bloomfield Hills). The role requires leadership in complex estate planning, tax considerations, probate administration, and fiduciary matters. The attorney will advise high-net-worth clients, draft wills and trusts, manage trust administration, and develop new client...SeniorTaxHigh net worth
- ...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
- CyberCoders is seeking a Sr. Tax Manager to lead corporate and high-net-worth tax engagements in Michigan. You will oversee returns, provide strategic planning, and develop client relationships under Partners’ guidance. The role requires deep technical expertise and strong...SeniorTaxHigh net worthFull time
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual... ...the ability to interact with clients on their personal tax matters... ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... ...entry-level employees to senior leaders, we believe there’s...TaxHigh net worthWork at officeLocal area- ...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
- 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
$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$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- ...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
- 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
- ...Description Job Description Senior Tax & Accounting Manager Location:... ...passionate about delivering exceptional client service while mentoring and developing high-performing teams. As a key... ...construction companies, and high-net-worth individuals. Why You'll Love...SeniorTaxHigh net worthFull timeLocal area
- Senior Tax Accountant / Tax Supervisor - Remote Who: A highly skilled tax professional with 2+ years of public accounting experience... ...available. Why: Growing client demand and succession planning... ...to business owners and high-net-worth individuals. This is a career-path...SeniorTaxHigh net worthRemote jobWork at officeImmediate start
$70k - $95k
Tax Staff/Senior Location: Hybrid - in Troy, MI (3 days a week) Salary: $70K-$95K + Bonuses,... ...Requirements: In process for CPA or EA, High Net Worth (HNW) expertise, open to pitching in... ...strategic planning to compliance, we serve clients across the U.S. and beyond. Right now,...SeniorTaxHigh net worthRemote work3 days per week- ...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
- ...Description Job Description Our client is seeking an experienced Senior Tax Manager to lead and oversee a... ...accounting guidance. Deliver responsive, high‑quality service to closely held and... ...with estate, trust, and high‑net‑worth individual tax matters. Work Environment...SeniorTaxHigh net worthLong term contractSummer workRelocationVisa sponsorship
- ...Description Job Description Senior Tax Manager Skills: accounting... ...seeking an experienced and highly motivated Senior Manager to... ...is responsible for managing client relationships, supervising professional... ...companies, and high-net-worth individuals. Personal Characteristics...SeniorTaxHigh net worthLocal areaRelocation package
- ...committed to helping our clients achieve their financial goals... ..., estate planning, tax planning, risk management,... ...finance. 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
$150.4k - $390.5k
...solutions for private equity clients and their portfolio companies,... ...architect and trusted advisor to senior client stakeholders, leading... ...information. EY focuses on high-ethical standards and... ...services in assurance, consulting, tax, strategy and transactions. Fueled...SeniorTaxFull timeSummer holidayImmediate startFlexible hours$120k - $170k
Overview Senior Manager, Tax - Hybrid This Jobot Job is hosted by Scott Dennis Are you a fit... ...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$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
- CyberCoders is seeking a Sr. Tax Manager (Generalist/Trust & Estate Focus) in Michigan. The role oversees corporate, high-net-worth, and fiduciary tax work, guiding a senior team while partnering with firm leadership to deliver integrated tax solutions. The position requires...SeniorTaxHigh net worthWork at office
$155k - $195k
Sr. Tax Manager (Corporate & High Net Worth)Location: Troy, Bingham Farms, or Ann Arbor, MI Position Type: Full... ...a Sr. Manager, Tax to serve as a senior leader within our firm. In this role... ...and High Net Worth (HNW) individual clients. This position requires deep...SeniorTaxHigh net worth$25 - $38.46 per hour
...Private Client Banker Location: 6525 Orchard Lake Road - West Bloomfield... ...and Key. Education High School Diploma, GED, or... ..., retirement planning, and tax optimization. This role requires... ...strong relationships with high-net-worth clients, providing...TaxHigh net worthHourly payWork experience placementDay shift- ...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
- Staff Financial Group in Atlanta, GA seeks a Senior Tax Accountant / Tax Supervisor to lead complex tax engagements and advise business owners and high-net-worth individuals. This role offers hybrid work, opportunities for mentoring staff, and potential involvement in...SeniorTaxHigh net worthRemote job
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