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 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
$140k - $160k
...Apply Here Osaic Careers Senior Advanced Financial... ...Planning Specialist, High Net Worth Planning Services Location... ...Financial Planning Strategist to join our High Net Worth... ..., Business Planning & Tax Planning strategies.... ...their high-net-worth clients. Education Requirements...SeniorTaxHigh net worthFull timeFor contractorsWork at officeRemote work- ...onBirmingham, West MidlandsacutePermanentPrivate Client Tax SeniorLocation: Birmingham | Hybrid Job... ...looking to appoint a Private Client Tax Senior to join its Birmingham team. This is a... ...development and progressionExposure to a high-quality and varied client baseStructured...SeniorTax
$155k - $195k
Senior Tax Manager - Public AccountingStep into a premier leadership... ...practice, where you will drive high-value advisory strategies,... ...shareholders on practice growth and client transition planning.What you'... ..., trust, estate, and high-net-worth individual filingsServe as...SeniorTaxHigh net worthFull timeImmediate start- CyberCoders seeks a Senior Tax Manager in Michigan to lead complex tax engagements for corporate, partnership, trust, and high-net-worth clients. You will advise business owners and executives with year-round planning, conduct advanced research, and guide engagement teams...SeniorTaxHigh net worth
- BCG Attorney Search is seeking a Tax Associate to join the 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 include advising on wealth transfer,...TaxHigh net worth
- ...Senior Tax Manager Opportunity Fenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready to step into... ...advisory work, high-level client relationships, mentoring... ...entrepreneurial clients, and high-net-worth individuals. This person...SeniorTaxHigh net worthWork at officeImmediate startFlexible hours
- 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
$145k - $217k
...Responsibilities: Responsible for managing and coordinating tax compliance and advisory work for clients Review Federal and Multi-State Partnership tax... ...Requires at 10+ years of job related experience High Net Worth tax experience required Requires prior accounting and...SeniorTaxHigh net worthLocal area- CPS Inc. in Michigan is seeking a skilled tax professional to manage client tax services for individuals, partnerships, S-corps, and corporations. You will deliver accurate returns and defend positions with supporting documentation. This role requires researching technical...SeniorTax
- ...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
- CyberCoders is seeking a Senior Tax Manager to lead high-value advisory strategies in our public accounting tax... ..., partnership, trust, and high-net-worth returns while collaborating with firm shareholders on growth and client transitions. The role requires 8+ years...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
- ...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
- PwC Private is seeking a Senior Associate to join a team solving... ...companies. You'll work with tax advisory to analyze and resolve... ...junior members and build strong client relationships. You will use a... ...plans for entrepreneurs and high-net-worth individuals. #J-18808-Ljbffr...SeniorTaxHigh net worth
- PwC Private is seeking a Senior Associate to join our tax advisory team, focusing on private companies and high net worth individuals. You will analyze complex tax issues, mentor... ...maintain rigorous standards while developing client relationships and understanding the...SeniorTaxHigh net worth
- ...boutique CPA and advisory firm, seeks a Senior Tax Accountant / Tax Supervisor to lead high-level tax engagements and provide... ...support to business owners and high-net-worth individuals. This career-path role offers mentoring, client management, and potential for firm development...SeniorTaxHigh net worthImmediate start
- Jobot is seeking a Senior Tax Manager to lead tax strategy and guidance for high-net-worth clients within a fast-paced environment in Novi, MI. You will manage all tax matters, from compliance to planning, partnering with wealth management teams and clients to align tax...SeniorTaxHigh net worth
- Fenner, Melstrom & Dooling, PLC in Birmingham, MI seeks a tax professional with at least five years of public accounting experience to manage client relationships and coordinate data for individual and business tax returns, while ensuring timely financial statements in...SeniorTax
- ...Who: A highly skilled tax professional with 2+ years of public accounting... ...flexibility available. Why: Growing client demand and succession... ...creating the need for experienced senior-level leadership. Office... ...to business owners and high-net-worth individuals. This is a...SeniorTaxHigh net worthWork at officeImmediate start
- ...looking for a Wealth Advisory Strategist to e xecute 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 worthFull timeWork at office
$155k - $195k
Senior Tax Manager - Corporate & High Net WorthJoin an established, growth-oriented CPA firm in Metro Detroit where... ...$195,000+ base salary, high-impact client advisory, and a clear, supported... ...(Forms 1120, 1120-S) and high-net-worth individual returns (Form 1040) involving...SeniorTaxHigh net worthPermanent employmentFull time- ...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
$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$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- ...Senior Tax Manager Prosperity Partners ("Prosperity") is a Chicago-headquartered public... ...services to dynamic businesses, high net-worth individuals, and family offices. With offices... ...frequently draft memos and correspond with clients and taxing authorities. Candidates will...SeniorTaxHigh net worthWork at office
- ...Senior Tax Associate Bloomfield Hills, Michigan, United States Prosperity Partners... ...finance services to dynamic businesses, high net-worth individuals, and family offices. With offices... ...Partners and will work directly with clients to provide tax preparation and...SeniorTaxHigh net worthWork experience placementWork at office3 days per week
$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- PNC is seeking a Wealth Strategist III to advise on tax, estate and financial plans for clients, including complex cases. Based in Detroit, MI or nearby locations, you will retain and grow assets, deepen relationships and identify opportunities for PNC services. The role...SeniorTaxFull timeWork at office
- 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
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