Tax Strategist - Lead Tax Advisory for High-Net-Worth
Kelly Services, Inc.
Kelly Services is seeking a Tax Strategist in Houston, TX to lead tax advisory for a rapidly growing mid-size RIA firm. This hands-on, individual contributor position requires a Bachelor’s degree with a preference for a Master’s degree or Juris Doctorate, along with an active CPA license. Responsibilities include overseeing the strategic direction of the firm, providing expert tax advice, and implementing planning strategies. The position offers a competitive salary and a robust benefits package, including profit sharing, insurance, and paid time off. #J-18808-Ljbffr Kelly Services
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Strategist - Lead Tax Advisory for High-Net-Worth in Houston, TX vacancy
- ...Senior Lead Wealth Planning Strategist The Senior Lead Wealth Planning Strategist... ...expanding relationships with high-net-worth (HNW) and ultra-high-net-... ..., wealth transfer, tax-efficient strategies, and... ...success building long-term advisory relationships. Established...TaxHigh net worthWork experience placementLocal area
- A leading advisory firm in Houston is seeking a Senior Tax Manager to provide strategic leadership for complex tax engagements. This role involves advising high-net-worth clients on tax planning strategies and reviewing complex tax returns. The ideal candidate will have...TaxHigh net worth
$157.2k
...Private Client team helps high‑net‑worth individuals and... ...integrates wealth management, tax planning, and family... ...planning. The Wealth Strategist serves as an advisor... ...partnering with Tax, Wealth Advisory, and other firm... ...relationship partners. Lead and participate in...TaxHigh net worthWork at office$100k - $120k
...Time | Salary + Revenue Share Bonus | % of Tax Fees About Us We are a forward-thinking... ...management firm dedicated to serving high-net-worth individuals. Our mission is to provide proactive... ...'re looking to grow your career in the advisory space Strong technical knowledge in tax...TaxHigh net worthFull time$125k - $175k
Tax Strategist Houston, TX Direct Hire $125-175k *This is a hands‑on individual contributor... ...and to advance the organization’s tax advisory platform. Responsibilities Oversee... ...firm Provide expert tax advice to high‑net‑worth individuals, corporations, and other entities...TaxHigh net worthWork at officeLocal area- ...Private Wealth Strategist Merrill Wealth Management is a leading provider of comprehensive... ...with their advisory team committed to... ...goals. This is a highly visible position within... ...strategies for ultra-high net worth (UHNW) individuals... ...~ Strong Tax, legal research and...TaxHigh net worthPrivate practiceWork at officeWork from homeShift workDay shift
$78k - $85k
...growing accounting and advisory firms in the industry... ...time frames. Able to lead, build, and manage... ...individuals. Possess a high degree of... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...TaxHigh net worthContract workWork at officeLocal areaShift workEisnerAmper
Houston, TX2 days ago- ABGI Canada is seeking a Tax Manager in Houston, Texas, to lead and manage various tax engagements. The ideal candidate will have a Master's degree... ...preferred. ABGI Canada offers an opportunity to engage with high-net-worth individuals and businesses in a dynamic environment....TaxHigh net worth
- BDO USA, LLP is hiring a Tax Manager for their Private Client Services group in Houston, Texas. This role requires managing tax compliance and consulting for high-net-worth individuals and their families. Candidates should have at least five years of experience in finance...TaxHigh net worth
- ...business strategy, deal advisory and post-merger... ...time frames. Able to lead, build, and manage effective... ...individuals. Possess a high degree of... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...TaxHigh net worthWork at officeLocal areaShift work
EisnerAmper
Houston, TX2 days ago - ...largest and fastest-growing accounting and advisory firms in the industry You will have... ...is one of the largest accounting, tax, and business advisory firms, with approximately... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-...TaxHigh net worthWork at officeLocal areaRemote work2 days per week
EisnerAmper
Houston, TX1 day ago $120k - $160k
A top accounting and advisory firm in Houston is seeking a Tax Manager or Senior Manager to lead tax planning, advisory, and compliance for a diverse client base. Ideal candidates will have 5-7 years of experience, a degree in accounting, and strong analytical skills. The...TaxFlexible hours$141.9k - $260.1k
...International Tax And Transaction Services - Transaction Tax Advisory Manager - Fy26 - Hdg #841 Location: Houston Other... ...companies, family office, and high net worth individuals, we'll look to your... ...and requirements Building and leading a dedicated client service team...TaxHigh net worthWork experience placementSummer holidayFlexible hours- ...professional services firm is seeking a Senior in IT Tax Advisory to manage complex tax issues and provide... ...You will build lasting client relationships and lead a dedicated team in a regulated industry, ensuring high-quality service delivery. Candidates should have...TaxWork experience placement
$95.4k - $180.4k
RSM US LLP in Houston is looking for a Tax Manager responsible for advising ultra-high net worth families on tax services. The ideal candidate will have at least 5 years of experience in public accounting, a CPA, and expertise in tax structuring, compliance, and multi-generational...TaxHigh net worthWork at officeFlexible hours- A leading accounting firm is seeking a Partnership Manager, Tax in Houston, Texas. The role involves providing tax and consulting services to Pass-Through clients, managing client engagements, and supervising team members. Candidates should have over five years of experience...Tax
- A leading advisory firm is seeking a Tax Manager in Houston, Texas. In this role, you will deliver tax compliance and advisory services to small business clients, working closely with firm leadership. This position requires a CPA or JD and at least five years of experience...TaxFlexible hours
- ...Tax Manager We are seeking a knowledgeable and client-focused Tax Manager to join our wealth... ...firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate...TaxHigh net worth
- ...goals.We are seeking a Tax Director to join our team... ...foundations. This is a highly technical leadership... ...growing accounting and advisory firms in the industry.You... ...and related entities.Lead and review complex tax... ...companies, as well as high net worth individuals, family...TaxHigh net worthWork at officeLocal area
EisnerAmper
Houston, TX3 days ago - ...Description Job Description Tax Attorney Tax Attorney... ...Attorney to provide high-quality tax planning,... ...for corporate and high-net-worth clients. The successful... ...tax issues, lead structuring and due diligence... ...partner with Transaction Advisory Services teams to deliver...TaxHigh net worthOngoing contractLocal area
CyberCoders
Houston, TX1 day ago $180k - $200k
...Senior Tax Manager Senior Tax Manager – Salary... ...Stands Out Step into a high-impact leadership role... ...advisor to High Net Worth (HNW) / Private Client... ...local jurisdictions Lead engagement strategy and... ...service lines (assurance, advisory, client accounting) to...TaxHigh net worthLocal areaFlexible hoursCFS
Houston, TX2 days ago- A leading industrial company in Houston, Texas, is seeking a Tax Manager to provide expert advice on tax-related matters and ensure compliance with US tax laws. The ideal candidate will have at least 10 years of experience in preparing corporate tax returns and should...Tax
- A leading financial advisory firm in Houston seeks an experienced Senior Wealth Planner to provide comprehensive guidance to ultra-high-net-worth clients. This role involves crafting bespoke wealth plans and managing client relationships. Candidates should have 10+ years...High net worth
- ...resources across the firm and remains highly visible at key milestones—such... ...across investments, estate, tax, risk, and family culture &... ...of the Westwood Way. Lead high‑impact meetings (onboarding... ...relationships with ultra‑high‑net‑worth (UHNW) families—resulting in new...TaxHigh net worthWork at officeImmediate startVisa sponsorship
- Tax Supervisor - Public Accounting (Hybrid) | Memorial City Area - Houston... ...strong, stable environment with a high-quality client base of high-net-worth (HNW) individuals, families, and their... ...members Provide tax planning and advisory support to clients Manage IRS correspondence...TaxHigh net worth
- ...Overview Tax Manager – Fully Remote | Public Accounting... ...comprehensive tax, advisory, and accounting services... ...growth while working with a high-caliber client portfolio. Responsibilities Lead and manage multiple tax... ...partnerships, and high-net-worth individuals. Provide strategic...TaxHigh net worthFull timeRemote workFlexible hours
Solid Rock Recruiting LLC
Houston, TX2 days ago - ...clients. This is a salaried advisory role focused primarily... ...will work closely with lead advisors and firm... ...proactive communication and high-touch service... ...investment, retirement, tax, estate, insurance, and... ...Experience servicing high-net-worth or affluent client relationships...TaxHigh net worth
- ...person CPA firm that is looking to add a Tax Manager to their team. This is a hybrid... ...base including closely held businesses, high-net-worth individuals, and real estate clients. Seeking... ...industries Provide tax planning and advisory services Work with real estate...TaxHigh net worthWork at officeFlexible hours
Solid Rock Recruiting LLC
Houston, TX15 days ago - ...Senior Tax Associate We are seeking a knowledgeable and client-focused Senior Tax Associate... ...firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal candidate...TaxHigh net worthTemporary workFlexible hours
- A financial services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and advisory for high-net-worth individuals. Responsibilities include managing client relationships, conducting tax planning, and training junior...TaxHigh net worthWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Strategist - Lead Tax Advisory for High-Net-Worth. Be the first to apply!
Related searches
- senior strategy consultant Houston, TX
- investment strategist Houston, TX
- account strategist Houston, TX
- communications strategist Houston, TX
- digital strategist Houston, TX
- design strategist Houston, TX
- business strategist Houston, TX
- media strategist Houston, TX
- technology strategist Houston, TX
- strategy consultant Houston, TX