Remote Senior Tax Associate for Wealth Clients
Mercer Advisors
Encino, NM
- Remote job
Mercer Advisors is seeking a Sr. Tax Associate I to join our Tax Team. The role focuses on preparing and delivering income tax returns, projections, and analyses for high-net-worth clients, with a strong emphasis on client service and clear communication. You will work in a flexible environment with the option to work from home or in the office, and periodic visits to the office for collaboration. Experience in individual and entity tax preparation is required. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Remote Senior Tax Associate for Wealth Clients in Encino, NM vacancy
- Proven Recruiting is seeking a Senior Tax Associate for wealth management clients, focusing on high-net-worth individuals with exposure to individual and entity... ...culture, work-life balance, and flexible hybrid/remote options depending on location. Ideal candidates have...Remote jobSeniorFlexible hours
- Senior Tax Associate - Private Client Services Direct message the job poster from Andersen National Talent Acquisition... ...more about legislative changes, wealth transfer techniques, charitable... ...3 weeks ago TPR Senior Accountant (Remote based in US) Dallas-Fort Worth Metroplex...Remote workSeniorFull timePrivate practiceH1bLocal areaWork visa
$80k - $100k
Location: Remote - Must reside in Virginia. Hybrid work option... ...events About the Role As a Senior Tax Associate , you'll deliver tax services... ...recommendations with tax team and clients Respond to inquiries from... ...strategies, generational wealth transfer, Roth conversions,...Remote jobSeniorFull timeH1bWork at office- ...LLC in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only... ...business owners. Hybrid schedule—In-office Mon-Thu, Remote Fridays—offers flexibility. #J-18808-Ljbffr...Remote workSeniorWork at office
$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule. The position...Remote jobSeniorFlexible hours- U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client... ...scheduling with in-office days and remote work options is offered. #J-18808-Ljbffr...Remote workSeniorWork at officeFlexible hours
- ...financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct... ...in financial planning. This full-time, non-remote position requires strong analytical skills...Remote workSeniorFull time
- A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role involves leading... ...interpersonal and communication skills. Remote work options may be available. #J-18808-Ljbffr...Remote workSenior
$82k - $133.5k
...Phoenix, AZ / Portland, ORTax - Tax /Full Time /RemoteWork with... ...industries, Aprio ensures clients are prepared for wherever... ...-growing firm looking for a Senior Tax Associate to join their dynamic team.... ...working environment including remote and hybrid optionsWhat’s in...Remote workSeniorFull timeWork experience placementWork at officeLocal areaFlexible hours- Mowery & Schoenfeld, LLC is seeking a Tax Senior Associate with a strong background in business entity taxation. The role emphasizes client service, ongoing learning, and collaboration within a team of tax professionals. You will prepare entity returns, communicate with...Remote jobSenior
$91k - $124.5k
Denver, COTax - Tax /Full Time /HybridWork with a Top 20 CPA... ...growing industries, Aprio ensures clients are prepared for wherever... ...-growing firm looking for a Senior Tax Associate to join their dynamic team.... ...environment including remote and hybrid optionsWhat’s in...Remote workSeniorFull timeWork experience placementWork at officeLocal areaFlexible hours- Merceradvisors in Atlanta, Georgia, seeks a Sr. Tax Associate I to prepare income tax returns for high-net-worth clients and assist with tax projections and analysis. This role offers a unique work-life balance, avoiding traditional public accounting billable hours. The...Remote jobSeniorWork at officeWork from homeFlexible hours
- Godsey and Gibb Wealth Management seeks a Senior Tax Associate to deliver tax services to high-net-worth individuals, including preparing returns for individuals... ...of our integrated advisory approach. This full-time remote role is based in Richmond, VA with a hybrid option....Remote jobSeniorFull timeWork at office
- ...located in Brentwood, Tennessee, is seeking a Senior Tax Associate to join their team. This in-office position allows for remote work 1 to 2 days a week after an introductory... ...focuses on supervising tax staff, managing client engagements, and improving processes. The ideal...Remote workSeniorWork at officeFlexible hours2 days per week1 day per week
- A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate...Remote jobSenior
- ...impactful solutions to our clients and investing partners. As our... .... You will receive 18 remote workdays per quarter to use... ...days to be used as needed.The Senior Associate, Client Marketing will shape... ...HarbourVest’s Global Private Wealth business. This role translates...Remote workSeniorFull timeWork at officeLocal areaHome office1 day per week
- ...Tax Senior AssociateMowery & Schoenfeld is seeking an... ...an interest in private client taxation, ongoing learning... ...YOU:As the Tax Senior Associate within our private... ...skillsAbility to work remotely and independentlyJoin... ...outsourced accounting, wealth management, international...Remote workSeniorImmediate start
Mowery & Schoenfeld
Lincolnshire, IL2 days ago - Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall...Senior
- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City, NY.... ...capabilities. Benefits Hybrid work environment with remote work options. #J-18808-Ljbffr BCG Attorney...Remote workSenior
- Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers,...Senior
- ...growing industries, Aprio ensures clients are prepared for wherever... ...business and individual tax engagements? Do you want exposure... ...? Aprio is seeking a Senior Tax Associate to join our growing Private... ...working environment including remote and hybrid options What’s in...Remote workSeniorFull timeWork at officeLocal areaFlexible hours
$90k - $122k
Threadline Wealth is an independent SEC-registered... ...highly personalized client experience. We are a... ...teams. Role Summary The Senior Client Service Associate is an experienced... ...operations, trading, tax, billing, and other support... ...1-3 days per week. Remote work flexibility is...Remote workSeniorWork at office3 days per week1 day per week$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...providing advice and guidance to clients on tax planning, compliance, and strategy... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeSecond jobH1b- A fast-growing CPA firm is seeking a Senior Tax Accountant in a hybrid role to support tax... ...include preparing tax returns, assisting clients in tax planning, and maintaining strong... ...firm values collaboration and offers a remote-first team culture. Apply now to be part...Remote workSenior
- ...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ...!The RoleSenior Tax Associates in our Private Client... ...Principals, Trusts and Estates.Senior Associates can expect... ...legislative changes, wealth transfer techniques,...SeniorFull timePrivate practiceH1bLocal areaWork visa
- LEVELOCITI is seeking a Tax Senior/Tax Supervisor for high-net-worth entertainment clients in Los Angeles. The role blends advisory work with compliance, offering a... ...and partner with clients and advisors. Hybrid to remote work, with competitive pay and strong benefits....Remote jobSenior
$100k - $150k
...Senior Tax AssociateBased in New York, NY, Joel Isaacson... ...for a Senior Tax Associate. Our Tax Practice focuses... ...and multi-generational wealth planning. The group specializes... ...in office / 3 days remote.Primary... ...members and upper-level client managementAdvanced-level...Remote workSeniorWork at officeImmediate startFocus Financial Partners Inc.
New York, NY1 day ago- ...growing CPA firm in North Atlanta is actively seeking a Senior Tax Accountant with 1-3 years of public accounting... ...returns, assisting with tax planning, and maintaining client relationships in a collaborative, remote-first team culture. Candidates should have a Bachelor...Remote workSenior
- ...Isaacson & Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving ultra-... ...with 2 days in the office and 3 days remote, offering collaboration with Partners... ...a focus on advanced tax issues for high net worth clients. #J-18808-Ljbffr Socket.devRemote workSeniorWork at office
- ...Grear Consultants & CPAs in Cincinnati is seeking a Senior Tax Specialist to prepare tax returns for diverse clients, review financial statements, and provide tax... ...Cincinnati office, the position allows 1-2 days of remote work per week with 3-4 days in the office,...Remote workSeniorWork at office1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Senior Tax Associate for Wealth Clients. Be the first to apply!
