Senior Tax Advisor for High-Net-Worth Clients
FORTH Recruiting
A leading tax advisory firm based in California is seeking a Tax Senior who will be instrumental in preparing various tax returns and conducting necessary research. This role requires a Master's degree in a relevant field and a strong background in accounting and tax laws. Candidates with 1 year of experience or a related bachelor's degree with 3 years of experience are encouraged to apply. The position offers the chance to work closely with high-net-worth clients and involves complex tax planning. #J-18808-Ljbffr FORTH Recruiting
- ...Group, LP in the United States is seeking a Tax Senior Associate to deliver tax advisory and compliance services to middle-market clients in the private wealth space. You will... ...for S-corporations, partnerships and high-net-worth individuals, research and draft responses...SeniorHigh net worth
- Baker Tilly is seeking a Tax Senior Associate for Private Wealth in California. This part... ...tax compliance and advisory services to high-net-worth individuals, S-corps, and partnerships... ...partners on complex issues and help drive client satisfaction. The ideal candidate will...SeniorHigh net worthPart time
- Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit....SeniorHigh net worth
$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorHigh net worth$140k - $170k
...Jobot is seeking experienced tax professionals to provide strategic, integrated tax planning for high net worth clients. This remote position emphasizes building strong client relationships over compliance work, with a salary range of $140,000 to $170,000 per year. The...SeniorHigh net worthRemote work$67.88k - $128.69k
## Tax Senior Associate - Private WealthApplylocations: USA CA Redwood... ...assurance firm, providing clients with a genuine coast-to-... ...opportunity to be a valued business advisor delivering industry-focused... ...in the state and local, high net worth, international, research and...SeniorHigh net worthLocal areaWorldwide- A tax services company seeks a remote Tax Advisor to support clients with diverse tax needs. This role involves conducting virtual tax interviews, generating business growth, and maintaining strong client relationships. Candidates should have a CPA or Enrolled Agent certification...Remote job
$145k
...associate to join our Private Client Services practice group in... ...family, financial, business and tax matters, including gift and... ...families, and their professional advisors across the United States to... ..., entrepreneurs, ultra-high net worth families, family offices, owners...High net worthTemporary workPrivate practice- A leading financial services firm in Palo Alto is seeking a Relationship Manager to foster and maintain high-net-worth client relationships. You will provide tailored financial advice and ensure exceptional service to clients, driving sales growth across multiple product...High net worth
$72.8k - $360k
...INTRODUCTION We are looking for a Senior Personal Assistant/Chauffeur... .... Inspect and ensure high-quality work from household staff... ...management, particularly with high-net-worth families or top executives.... ...level of empathy and exceptional client relationship skills, enabling...SeniorHigh net worthHourly payFull timeContract workWork at officeMonday to FridayFlexible hoursAfternoon shift- A premier professional services firm is seeking a Senior Accountant to manage Expense Management & Financial Reporting for high-net-worth clients. Responsibilities include processing invoices, generating financial reports, and ensuring compliance with company policies....SeniorHigh net worthWork at officeRemote work
- ...Also Considered: Full-time remote for highly qualified candidates with exceptional... ...complex federal and multi-state tax returns for high-net-worth individuals, trusts, and estates.... ...resolution. Build and maintain strong client relationships while providing proactive...SeniorHigh net worthFull timeWork at officeLocal areaRemote work
- ...Senior Fund Accountant At EisnerAmper, we look for individuals... ...growing environment and providing clients with exceptional services.... ...from general accounting and tax planning to outsourced... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthLocal area
$135k - $250k
Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with...SeniorHigh net worth$88.4k - $132.6k
...skills, excellent communication abilities, and a solid understanding of financial planning strategies. The candidate will identify client needs, provide tailored financial solutions, and ensure compliance with regulatory standards. With a competitive salary range of $8...SeniorHigh net worth$135k - $250k
Position Title Senior Financial Advisor Salary Range $135,000 - $250,000 / Year... ...financial decisions through a highly personalized planning... ...a trusted advisor, guiding clients through complex financial conversations... ...with a focus on high‑net‑worth individuals Requirements...SeniorHigh net worth$100k - $275k
A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution...Senior- Arta Finance in Mountain View, California, is seeking a Senior Software Engineer to help build and scale their AI-native alternatives... ...develop scalable product experiences for institutional and high-net-worth clients. The ideal candidate has 7-10 years of experience in...SeniorHigh net worth
- ...Description Job Description Our client is seeking a Senior Trust & Estate Litigation Attorney to... ...matters, fiduciary litigation, and high-net-worth family conflicts. The successful... ...Relationship Management · Serve as a trusted advisor to clients · Manage client...SeniorHigh net worth
- Senior Accountant | Expense Management & Financial... ...range of EMFR services to clients. The Senior Accountant... ...for their high net worth clients (Quarterly financials... ...of financial advisory, tax, and reporting insight... ...client staff and 3rd party advisors. Discreetly hold and...SeniorHigh net worthFull timeWork at officeRemote work
- ...J.P. Morgan Advisors is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You will own client onboarding and account management, interface directly with clients, and support Financial Advisors in providing tailored...High net worth
$130k - $180k
...California. This role focuses on driving growth through strategic relationships, identifying business opportunities, and providing client-centered solutions in estate planning. Ideal candidates will have a Bachelor's degree, at least 5 years of related experience, and...High net worth$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding...High net worthTemporary workWork at officeImmediate start- ...Job Overview A law firm seeks a tax controversy associate in Palo Alto, CA, with 3-... ...transactions, partnerships, family offices, and high net worth individuals. Experience with a law firm,... ...resolution. Build and maintain strong client relationships. Collaborate with...High net worth
- A leading tax services firm is seeking a Tax Advisor to provide year-round tax preparation and planning services. The ideal candidate will have CPA or Enrolled... ...5 years of tax experience, and the ability to build client relationships through effective communication. This...
$75k - $85k
...based in San Francisco/Palo Alto. We help high net worth and ultra-high net worth individuals... ...their financial goals through Financial Advisors who deliver products and services... ...licenses Ideally 3-5 years of experience in client service, within the finance sector Bachelor...High net worthFull timeWork at officeFlexible hours$73k - $80k
...operational and administrative support to financial advisors. You’ll: Keep management systems up to date with client information. Educate clients on account... ...a Private Wealth Management team. We help high ultra-high net worth individuals and families meet their...High net worthFull timeWork at office$44k - $80k
...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex...High net worthFull timeRemote work$65k - $85k
...people? We're looking for a Registered Client Associate to: • Keep management... ...based in Palo Alto, California. We help high net worth and ultra-high net worth individuals and... ...their financial goals through Financial Advisors who deliver products and services specifically...High net worthFull timeWork at officeFlexible hours$260k - $365k
...Summary DLA Piper is seeking a tax controversy associate with 3-5 years of experience... ...well as partnerships, family offices, high net worth individuals, and their related entities.... ...interacting (both orally and in writing) with clients, in-house tax and legal teams, opposing...High net worthWork at officeWork from homeRelocationRelocation package
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