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
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- 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 HereOsaic Careers Senior Advanced Financial... ...Planning Specialist, High Net Worth Planning Services Atlanta... ...Senior Financial Planning Strategist to join our High Net... ..., Business Planning & Tax Planning strategies.... ...their high-net-worth clients. Education Requirements...SeniorTaxHigh net worthFull timeFor contractorsWork at officeRemote work$84k - $110k
JOB DESCRIPTION Private Client Services at BDO is a... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ...insurance planning. A Tax Senior, Private Client...SeniorTaxHigh net worthPrivate practiceWork at office- 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
$155k - $195k
Senior Tax Manager - Public Accounting Step 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 filings Serve as...SeniorTaxHigh net worthPermanent employmentFull time- ...Senior Tax Associate | Detroit, MI | CPA Firm This is a smaller Detroit CPA firm that is... ...they do it. They turn work away. If a client is not a good fit, they would rather say... ...mixture of small and mid-sized businesses, high net worth individuals and a good amount of real...SeniorTaxHigh net worthDay shift
- ...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
- 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
- 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
- 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
- ...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
- 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
- ...looking for a Wealth Advisory 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
- ...Detroit seeks a Wealth Advisory Strategist to execute its financial... ...process, including analysis, client deliverables, and technical planning... ...holistic advice across tax, estate, and cash flow planning... ...in wealth management serving high-net-worth families; a master’s degree...SeniorTaxHigh net worth
- ...firm offering best-in-class tax, accounting, transaction advisory... ...to dynamic businesses, high-net-worth individuals, and family offices... ...seeking an energetic, experienced Senior Tax Manager to support our... ...state tax returns; Advise clients on complex tax matters,...SeniorTaxHigh 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
- ...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
- ...Wealth Solicitor (Associate / Senior Associate) | BirminghamA... ...Birmingham office.The team advises high-net-worth individuals, business owners,... ...planning, trusts, wills, tax planning and wealth preservation... ...:· 3+ years' PQE in Private Client or Private Wealth· Experience...SeniorTaxHigh net worthPrivate practiceWork at officeFlexible hours
- ...About the job Senior Tax Manager Job Title: Senior Tax and Accounting... ...are seeking an experienced and highly motivated Senior Manager to lead and oversee our client's Tax and Accounting Services... ...companies, and high-net-worth individuals. Personal Characteristics...SeniorTaxHigh net worthLocal areaRelocation
- ...A bit about us: We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies... ...and present strategic tax planning solutions to high-net-worth clients and closely held businesses Manage...SeniorTaxHigh net worthLocal area
- ...variety of privately held businesses and high net worth individuals and estates by emphasizing quality, discretion, and superior client service. Position Overview: We are... ...proficient in corporate and individual income tax preparation and planning, general ledger...SeniorTaxHigh net worthFull timePart timeRemote workWork from homeFlexible hours
- ...Employer in Michigan seeks a seasoned Trusts & Estates attorney to join a sophisticated private client practice in Grand Rapids or Detroit. You will handle estate planning, tax, probate, and wealth preservation matters, advising individuals, families, and fiduciaries...SeniorTaxPrivate practice
- ...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
- Orion Placement is seeking an experienced Trusts & Estates attorney for a premier private client practice in Michigan. The role involves sophisticated estate planning, tax, trust administration, probate, and wealth preservation, with direct client relationships and meaningful...SeniorTaxPrivate practice
- ...Senior Manager Client Accounting Services Oversee and grow the CAS practice by leading service delivery... ...to ensure timely, accurate, and high-quality service aligned with client needs... ...preparation of personal property tax, payroll, and sales tax filings. Evaluate...SeniorTaxImmediate start
$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ...transition. Our team helps our clients design and implement personal... ...entities, entrepreneurs, and high net worth individuals. You’ll be... ...now and in the future. As a Senior Associate, You'll Work As Part...SeniorTaxHigh net worthH1b
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