Tax Associate: Hybrid Role in High-Net-Worth Planning
Krilogy
Krilogy Tax Services seeks a Tax Associate to support tax preparation, planning, and research while assisting Tax Managers. The role focuses on delivering proactive service to high-net-worth individuals, families, business owners, and trusts within an integrated planning team. Responsibilities include preparing 1040 and 1041 returns, researching tax issues, and collaborating with Wealth Advisors. A strong emphasis on client relationships and professional development is shown, with a hybrid work #J-18808-Ljbffr Krilogy
- ...Summary At Krilogy Tax Services, we work closely with high-net-worth individuals, families... ...proactive tax planning and compliance services. As a Tax Associate, you will be responsible... ...locations. This role is not eligible for... ...grandparental leave Hybrid work environment with...High net worthWork at office
- ...seeking an experienced Audit Senior to join their team. The role involves planning and performing audits, mentoring staff, and building client... ...position offers a competitive salary and benefits including hybrid work options and generous paid time off. #J-18808-Ljbffr Lopata...SuggestedFlexible hours
- ...improvements supporting compliance and operational excellence. The role requires planning and executing audits across the organization, ensuring... .... It is based at Enterprise Mobility Corporate Headquarters in Clayton, MO with a hybrid #J-18808-Ljbffr Enterprise HoldingsSuggested
- Wertz & Associates is seeking a Senior Tax Associate to join our St. Louis team. You will prepare and review tax returns for a diverse client base and assist with planning and compliance across multiple industries. The role emphasizes strong client interaction, rigorous...SuggestedFlexible hours
- Door LLC. is seeking a Revenue Accountant to support revenue accounting and billing processes. This hybrid role will work in the St. Louis office three days a week and remote two days. Key responsibilities include reviewing customer contracts, maintaining accurate invoicing...SuggestedWork at officeRemote work3 days per week
- ...Office Team is seeking a highly experienced Senior Financial... ...a strong background in tax planning and wealth management. This role is ideal for a dynamic... ...financial solutions to high-net-worth families, integrating... ...confidentiality. *This is a hybrid working environment,...High net worthWork at officeLocal area
- ...Senior Financial Planner with strong tax planning expertise. This position focuses on... ...customized financial strategies for high-net-worth families. The ideal candidate will have... ...and mentoring junior planners. The role offers a hybrid working environment with a...High net worth
$140k - $160k
...Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering... ...strategies around income tax, estate planning, charitable giving, and more... ...across the country. About the Role This is a great opportunity... ...offers flexibility—remote, hybrid, or onsite arrangements are...High net worthWork at officeRemote work3 days per week- .... Louis area is seeking a Tax Manager or high-performing Senior Tax Associate ready to step into a Manager-level role over time. This is an excellent... ...firm works with high-net-worth individuals, privately held... ...returns • Provide tax planning strategies and consultations...High net worthWork at officeFlexible hours
$110k - $140k
...Want to learn more about this role and Jobot? Click our Jobot logo... ...page! Job details Tax Manager - Growing firm and Remote... ...in providing tax consulting, planning and preparation for individual... ...in to set job alerts for “Tax Associate” roles. St Charles, MO $110...High net worthFull timeLocal areaRemote workWork from homeFlexible hours- ...Recruiting seeks a CPA with a passion for tax planning to transition from public accounting to a relationship-focused advisory role in a well-established family office... ...will work with financial advisors serving high net worth clients, executives, and business owners....High net worthWork at office
$80k - $110k
...Tax Associate (PR/540752) St. Louis, Missouri Salary: USD 80,000 - USD 110,000 per year Location... ..., MO – Suburb of St. Louis Job Type: Hybrid, 2 days WFH Client/Job Summary: Our client... ...accrual for assigned companies for the planning and forecasting process. Prepare federal...Work experience placementLocal areaWork from home- Are you a CPA with a passion for tax planning who is ready to step away from public accounting... ...a more relationship-focused advisory role? Join a well-established family office... ...successful business owners, executives, and high net worth families. Unlike traditional firms...High net worthWork at officeLocal areaMonday to FridayFlexible hours
- ...wealth management, investment, planning, and retirement products and... ...products and services to high-net-worth and ultra-high-net-worth individuals... ...trust services. About this role:Wells Fargo is seeking a... ...Expectations:Ability to work in a hybrid environment which you will be...High net worthFull timeWork experience placementWork at officeFree visa
- ...gift, and fiduciary tax expertise to a... ...transfer and estate planning matters. Under the... ...Support Services, this role blends advanced tax... ...in a collaborative, high-performing legal... ...is eligible for a hybrid-remote work schedule... ...Education Qualifications Associate’s or Bachelor’s...Full timeTemporary workPrivate practiceWork at officeRemote work
$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients. This role involves analyzing complex tax operations, building client relationships... ...a base salary ranging from $147,400 to $336,800 and a hybrid work model. #J-18808-Ljbffr EY- ...A reputable financial services firm in St. Louis is seeking an experienced Estate Planning Attorney to engage directly with ultra-high net worth clients across the country. This role involves providing expert advice, mentoring internal advisors, and contributing to training...High net worth
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...of your project or role and how your work fits into the... ...creative tax solutions. As a Senior Associate you will analyze complex...H1b$110k - $130k
...Job details: Hybrid Work Schedule and Fridays off Memorial to Labor Day! Jobot Job is hosted... ...care, disability, and vision insurance plans Incentive compensation plan for assisting... ...auditing, with at least 2 years in a managerial role Strong understanding of auditing standards...Summer workWork at officeLocal area2 days per week- ...hands-on Chief Investment Officer as part of a planned leadership transition. A working CIO role in a highly tax-aware ecosystem, coaching the investment function... ...equity and alternatives; experience with ultra-high-net-worth families; strong exposure to tax-aware investing...High net worthFull timeWork at office
- ...and move into desirable roles - working in their... ...area. The position is hybrid - working Wednesdays in... ..., and supports audits, tax compliance, and process... ...and related financial planning. Assist in developing... ...and consistently produce high-quality, accurate results...Full timeWork at officeRemote workRelocationFlexible hours
$137k - $163k
...services including financial planning, estate and tax planning, investment... ...settlement engagements involving high-net-worth and ultra-high-net-worth... ...and families. This role partners closely with Private... ...Lead due diligence efforts associated with trustee appointments,...High net worthFull timeShift work- ...an experienced Wealth Manager to provide comprehensive wealth management advice and build long-term relationships with high-net-worth clients. This role partners closely with individuals and families to develop personalized financial strategies and help clients make the...High net worth
- ...team as an Internal Auditor and play a key role in strengthening our organization's... ...The Internal Auditor is responsible for planning, executing, and completing audit engagements... ...Headquarters in Clayton, MO and follows a hybrid work schedule, with employees expected to...Interim roleWork at officeImmediate start3 days per week
$80k
As a Senior Tax Strategist & Advisor, you will transition... ...traditional compliance work into a high-impact advisory role, partnering directly with... ..., multi-entity tax planning strategies. This position offers... ..., LLCs, Partnerships, High-Net-Worth Individuals, and Trusts/...High net worthPermanent employmentTemporary workWork experience placementLocal areaShift work- ...reconciliations, adapt to system changes, and support cross-department collaboration to maintain smooth member experiences. In this hybrid role, you will work with internal teams and vendors to monitor activity, research exceptions, and implement process improvements while...
- ...seeking an Accounting Coordinator to support day-to-day operational accounting for the Pediatrics Central Administration. The role is hybrid, with responsibilities spanning requisitions, purchasing, invoicing, travel expenses, and budget monitoring. You will ensure proper...
$125k - $200k
...focused exclusively on estate planning, trust administration, and... ...salary Flexible schedule and hybrid work options Health,... ...issues Work directly with high net worth clients and their advisors to... ...emphasis on estate and gift tax planning Experience advising...High net worthLocal areaFlexible hours$93k - $163k
...services including financial planning, estate and tax planning, investment... ...custody clients, and in their role as relationship manager is... ...is represented by high-net‑worth clients and their families... ..., or shift) that could be associated with the position or where...High net worthFull timeShift work- BCG Attorney Search seeks a mid-level associate for the Trusts and Estates group in St. Louis, Missouri... ..., and problem-solving skills. The role involves providing counsel on estate and tax planning for high-net-worth clients and nonprofits, collaborating with teammates...High net worth
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