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
- ...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...SeniorTaxHigh net worthFull timeWork experience placementWork at office
$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for their Private Client Services team. The role involves reviewing complex individual tax returns and ensuring tax compliance for high-net-worth clients. Candidates should be proficient in tax planning and have a valid US CPA or bar...TaxHigh net worthRemote jobSeasonal work- ...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
$120 - $150 per hour
...leveraging your expertise to help support our clients. In return, you can expect the support... ...refine your skills within one of our high performing tax teams.Your Key ResponsibilitiesAs a... ...returns, income tax planning of high-net-worth individuals and families, partnership...SeniorTaxHigh net worthHourly paySeasonal workRemote workFlexible 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$76k - $125.3k
Ernst & Young Oman is seeking a tax professional in Detroit, Michigan to prepare and review complex individual tax returns for high net worth clients. The ideal candidate will have a Bachelor's degree in Accounting, at least 3 years of relevant experience, and be progressing...SeniorTaxHigh net worthFlexible hours$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 worthRemote jobWork at officeImmediate start- ...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
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...private equity owned companies, all high‑growth private companies. In this role... ..., income tax planning for high‑net‑worth individuals and families, partnership...SeniorTaxHigh net worthHourly paySeasonal workRemote workFlexible hours$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$150k - $220k
...committed to helping our clients achieve their financial goals... ..., estate planning, tax planning, risk management,... ...Overview 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 worthRemote workFlexible hours- ...Senior Manager in the Estate, Gift, and Trust Group As a Senior Manager... ...the firm's most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their...SeniorTaxHigh net worthWork at officeLocal areaFlexible hours
$185k - $210k
...team, driven and committed to helping our clients succeed. A full-service law firm with... ...Summary Taft is looking for a team-oriented Tax associate to join our Private Client... ...estate, gift, and income tax planning for high-net-worth individuals. CPA or LLM not required but...TaxHigh net worthWork experience placementWork at officeFlexible hours- BDO USA in Detroit seeks a Tax Experienced Manager for Private Client and Family Office Services. This role includes managing finance and accounting engagements, client relationship management, and leading a team. Candidates should have a Bachelor's degree in Accounting...SeniorTaxWork at office
- 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
- Brown & Brown, Inc. in Troy, MI is looking for a Senior Employee Benefits Client Account Manager to develop strong client relationships while delivering high-quality service across Employee Benefits accounts. This role involves leading renewals, collaborating with internal...SeniorFlexible hours
- ...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
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...‑owned companies. You will work on high‑growth private company clients,... ...returns. Income tax planning for high‑net‑worth individuals and families. Partnership...TaxHigh net worthHourly paySeasonal workRemote work- ...Responsibilities: Lead and manage tax compliance engagements in... ...tax engagements with clients and firm resources Serve as... ...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
- ...Opportunity A well-established and highly respected law firm is seeking... ...grow within a collaborative, client-focused environment. This... ...opportunity to work with high-net-worth individuals and families,... ...• Provide guidance on tax-efficient estate planning strategies...TaxHigh net worthFull timeWork at office
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager in Detroit, MI. This role focuses on reviewing complex individual tax returns, partnership compliance, and S Corp compliance. The ideal candidate should have at least 8 years of tax compliance experience and a...SeniorTaxRemote jobHourly paySeasonal workFlexible hours- ...Senior Client Service Manager - CommercialLines At Gallagher, we're looking for a remote Senior... ...compliance with regulations and maintain high service standards. Oversee the... ...accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational...SeniorTaxFull timeLive outWork at officeLocal areaRemote workFlexible hoursShift work
$185k - $210k
Briggs and Morgan, P.A. (now Taft Law) is looking for a Tax Associate to join our Private Client group in Detroit. The role requires three or more... ...experience in estate, gift, and income tax planning for high-net-worth individuals. The ideal candidate should have skills...TaxHigh net worth- Advanced Tax Planner Hantz Group is a Michigan-based financial company... ...tailored to each individual client. We deliver a team of... ...to service higher income and net worth clients. Comply with all industry... ...verbal communication skills Highly motivated and a self-starter...TaxHigh net worthWork at officeLocal areaFlexible hours
- 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
- 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, 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- WillHire is looking for a highly organized contractor to join their operations team in Southfield, Michigan... ...will manage daily reports, handle sensitive client information, and provide exemplary phone support to high-net-worth clients and financial advisors. Ideal...High net worthFor contractorsWork at office
- ...A financial services firm is seeking a Senior Financial Advisor to manage high-net-worth clients and provide tailored financial solutions. Ideal candidates will have at least 10 years of experience, a Bachelor's degree, and certification like CFP or CFA. This role offers...SeniorHigh net worthRemote workFlexible hours
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