Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor for High-Net-Worth Clients in Redwood City, CA vacancy
  •  ...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... 
    Senior
    High net worth

    Baker Tilly Advisory Group, LP

    Redwood City, CA
    3 days ago
  • 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... 
    Senior
    High net worth
    Part time

    Baker Tilly International

    Redwood City, CA
    3 days ago
  • 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.... 
    Senior
    High net worth

    Next Frontier Capital

    Palo Alto, CA
    2 days ago
  • $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... 
    Senior
    High net worth

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  • $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... 
    Senior
    High net worth
    Remote work

    Jobot

    Palo Alto, CA
    2 days ago
  • $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... 
    Senior
    High net worth
    Local area
    Worldwide

    Baker Tilly International

    Redwood City, CA
    3 days ago
  • 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

    H&R Block

    Redwood City, CA
    13 hours ago
  • $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 worth
    Temporary work
    Private practice

    Lathrop GPM LLP

    Redwood City, CA
    2 days ago
  • 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

    JPMorgan Chase

    Palo Alto, CA
    1 day ago
  • $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... 
    Senior
    High net worth
    Hourly pay
    Full time
    Contract work
    Work at office
    Monday to Friday
    Flexible hours
    Afternoon shift

    Excellence

    Atherton, CA
    3 days ago
  • 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.... 
    Senior
    High net worth
    Work at office
    Remote work

    Catalyst Family Office, LLC

    Mountain View, CA
    4 days ago
  •  ...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... 
    Senior
    High net worth
    Full time
    Work at office
    Local area
    Remote work

    Teksky

    San Mateo, CA
    2 days ago
  •  ...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,... 
    Senior
    High net worth
    Local area

    EisnerAmper

    San Mateo, CA
    3 days ago
  • $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... 
    Senior
    High net worth

    Boutique Recruiting

    Mountain View, CA
    1 day ago
  • $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... 
    Senior
    High net worth

    Citi

    Mountain View, CA
    1 day ago
  • $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... 
    Senior
    High net worth

    Boutique Recruiting

    Mountain View, CA
    1 day ago
  • $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

    Bank of America

    Palo Alto, CA
    13 hours ago
  • 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... 
    Senior
    High net worth

    Arta Finance

    Mountain View, CA
    3 days ago
  •  ...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... 
    Senior
    High net worth

    Coastal Wave Recruiting

    San Mateo, CA
    1 day ago
  • 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... 
    Senior
    High net worth
    Full time
    Work at office
    Remote work

    Catalyst Family Office, LLC

    Mountain View, CA
    4 days ago
  •  ...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

    TwinThread LLC

    Palo Alto, CA
    3 days ago
  • $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

    Mechanics Bank

    Palo Alto, CA
    1 day ago
  • $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 worth
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  •  ...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

    BCG Attorney Search

    Palo Alto, CA
    3 days ago
  • 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... 

    H&R Block

    San Bruno, CA
    3 days ago
  • $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 worth
    Full time
    Work at office
    Flexible hours

    UBS

    Palo Alto, CA
    2 days ago
  • $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 worth
    Full time
    Work at office

    UBS

    Palo Alto, CA
    3 days ago
  • $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 worth
    Full time
    Remote work

    Fidelity Investments

    Mountain View, CA
    2 days ago
  • $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 worth
    Full time
    Work at office
    Flexible hours

    UBS

    Palo Alto, CA
    1 day ago
  • $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 worth
    Work at office
    Work from home
    Relocation
    Relocation package

    DLA Piper

    Palo Alto, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Tax Advisor for High-Net-Worth Clients. Be the first to apply!