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
- BCG Attorney Search is seeking a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate should possess a Juris Doctor... ...in estate, gift, and income tax planning for high-net-worth individuals. This position involves advising clients...TaxHigh net worth
- ...LLP in Southfield, Michigan is seeking a Tax Manager to lead and manage tax... ...job-related experience, with a focus on High Net Worth Individual tax. The ideal candidate will... ...reviewing tax returns and coordinating with clients. Join Wipfli for a career-defining opportunity...TaxHigh net worth
- ...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
$85k - $120k
...firms. The partners are looking for a Tax Senior Associate , someone able to handle a variety... ...for various entities, businesses, high net worth individuals, (pass through entities, C-... ...work on multiple entities and VIP clients ~ Very proficient with various tax software...SeniorTaxHigh net worthFull timeLocal areaMonday to FridayFlexible hours$78k - $103.94k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity... ...matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide- ...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
- ...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
- BDO USA is looking for a Private Client Services Tax Manager in Detroit, Michigan. This role demands expertise in tax compliance and managing client relationships with high net-worth individuals. The ideal candidate will have over five years of accounting experience, strong...TaxHigh net worth
- 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
$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- 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
- 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
- ...important people decisions. We help clients build better workplaces, where... ...? Join Gallagher as a Senior Client Financial Analyst, where... ...represents the anticipated low end and high end of the range for this... ...401(K) and Roth options Tax-advantaged accounts (HSA, FSA)...SeniorTaxFull timeLive outWork at officeLocal areaFlexible 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
- ...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
$120k - $140k
Private Client Services Tax Manager Private Client Services at BDO is a boutique... ...within our firm. Offering a high touch approach, we have... ...extensive experience serving high net-worth individuals, their families,... ...: Supervises associates and senior associates on all projects...TaxHigh net worthPrivate practiceWork at office- Lineage Logistics, based in Louisiana, is looking for a Senior Analyst, Indirect Tax who will be pivotal in building a cutting-edge indirect tax function. The role entails managing indirect tax compliance, conducting reverse audits, and collaborating across Finance and...SeniorTax
- ...Description We are looking for an experienced Tax and Estate Planning Attorney to support... ...this role will collaborate closely with clients, legal colleagues, and outside advisors... .... Responsibilities: • Advise high-net-worth individuals and families on estate, gift...TaxHigh net worth
$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- ...Responsibilities: Lead and manage tax compliance engagements in... ...tax engagements with clients and firm resources Serve as the... ...and supervision to staff and senior accountants Participate in and... ...years of job related experience High Net Worth Individual tax experience required...TaxHigh net worthLocal area
- ...Description About the Role Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work Serve as the primary client... ...support Supervise and mentor tax staff, seniors, and managers across multiple engagements...SeniorTaxHigh net worthRemote job
- ...Advanced Tax Planner Hantz Group is a Michigan-based financial... ...services tailored to each individual client. We deliver a team of... ...to service higher income and net worth clients. Comply with all industry... ...and verbal communication skills Highly motivated and a self-starter Strong...TaxHigh net worthWork at officeLocal areaFlexible hours
- ...communities thrive, and people prosper. As a Senior Client Manager in Employee Benefits, you’ll play... ...closely with clients to deliver timely, high-quality outcomes. By building strong... ...accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational...SeniorTaxFull timeWork at officeLocal areaFlexible hours
- Wipfli LLP in Southfield, Michigan seeks a tax professional to prepare tax returns and projections, adhering to firm standards. The... ...of it. This role offers a hybrid work environment, focusing on client engagement and technical competency development. The salary range...SeniorTax
- A leading advisory firm in Southfield, Michigan, is seeking a Federal Tax Senior Associate to provide tailored tax compliance and advisory services. This role emphasizes client relationship management and requires a Bachelor's degree in accounting or law, preferably with...SeniorTax
- A leading advisory, tax, and assurance firm in Southfield, MI, is seeking an experienced Audit Manager. This role involves serving middle-market clients, delivering audit and assurance services, and mentoring teams. The ideal candidate has a degree in accounting, CPA certification...SeniorTax
$76k - $125.3k
...comprehensive and specialized tax assistance tailored to the unique... ...Your key responsibilities A senior analyst in FSO EDGE WAM will... ...compliance and consulting work for clients. The objective is to work... ...simultaneously Demonstrate a high level of professional ethics and...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours$78k - $97k
Novogradac & Company LLP is seeking a Senior Accountant in Southfield, Michigan, to manage tax and other assignments. This role emphasizes mentoring, client relationships, and problem-solving. Candidates should have a Bachelor's degree in accounting or finance and experience...SeniorTaxRemote job- ...Copy and Paste): *You can apply through Indeed using mobile devices with this link. Job Description Our client has asked us to assist them in finding an experienced tax professional with a solid manufacturing experience. In this position you will work with a team of...SeniorTaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategist for High-Net-Worth Clients. Be the first to apply!
- strategist Southfield, MI
- investment strategist Southfield, MI
- design strategist Southfield, MI
- technology strategist Southfield, MI
- media strategist Southfield, MI
- communications strategist Southfield, MI
- senior brand strategist Southfield, MI
- business strategist Southfield, MI
- strategy consultant Southfield, MI
- senior compensation manager Southfield, MI


