HNW Tax Partner: Lead Wealth & Tax Advisory
$300k - $400kWhitman Advisory Job Community
Whitman Advisory Job Community is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and grow a private client tax practice in New York. This role involves strategic tax planning and compliance for high-net-worth individuals and families. The ideal candidate will have at least 12 years of specialized experience in HNW tax advisory, exceptional leadership skills, and a proven ability to manage client relationships while driving business development. Competitive compensation ranges from $300,000 to $400,000 or more, depending on experience. #J-18808-Ljbffr Whitman Advisory Job Community
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the HNW Tax Partner: Lead Wealth & Tax Advisory in New York, NY vacancy
$220k
An established advisory firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role, you will oversee complex advisory and compliance... ...for high-net-worth clients, focusing on wealth transfer planning and fiduciary taxation. The...TaxHigh net worth- ...Vice President, Portfolio & Wealth Advisory About the Company Prominent financial services... ...successful candidate will be responsible for leading strategic wealth advisory services,... ...and proficiency in portfolio management, tax efficiency strategies, and alternative...TaxHigh net worth
$175k - $400k
...Tax Partner - High Net Worth Responsibilities: Ensure timely... ...other related matters. Lead a team of tax professionals,... ...experience specializing in HNW tax advisory, with leadership experience.... ...and gift tax regulations, and wealth transfer strategies. ~ Strong...TaxHigh net worthSpartan Placements
New York, NY3 days ago$115k - $270k
...business. This role is in our Partner Family Office. Wealth Management Across Wealth... ...clients and customers, and leading-edge technology, data and... ...beyond, which may include tax and estate planning, philanthropic... ...and holistic wealth advisory recommendations to clients...TaxHigh net worthFull timeTemporary workPart timeWork at office- Tax Partner - Step Into a Built Platform | NYC (No PE) A well-established, independent NYC CPA... ...partners actually enjoy: advising clients, leading teams, and shaping the direction of the... ...: Established, high-quality client base (HNW, real estate, entertainment, closely held...TaxHigh net worth
- ...Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks an experienced tax consultant to lead compliance services for high-net-worth clients and families. The role requires a strong background in tax planning, with ten or more years of experience and a...TaxHigh net worth
Baker Tilly Advisory Group, LP
New York, NY2 days ago - ...on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive... ..., and liquidity needs. The Tax, Trust and Estate specialist role is... ...depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the...TaxHigh net worthWork at office
$136.8k - $198.38k
...good standing. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital... ...investor education. Collaborate with your advisory team resources to grow and maintain... ...planning, income optimization, tax-advantaged savings strategies, and education...TaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
New York, NY1 day ago$130k - $170k
...BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services... ...The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team... ...external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hoursBBR Partners
New York, NY3 days ago$200k
...HNW Tax Partner/Director – Private Client Group New York, NY Title: HNW... ...provides expert financial advisory to companies across a diverse... ...Net-Worth (HNW) Tax Partner to lead and expand our private client... ...relationships with attorneys, wealth advisors, and other referral...TaxHigh net worthFull timePrivate practiceWork at officeAnchin
New York, NY3 days ago$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by... ...candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with a...TaxHigh net worthFull time- Smart4 Energy is seeking a Tax Supervisor or Manager to enhance their Private Client Services team based in New York. This role provides... ...-net-worth individuals and entities across both compliance and advisory work. Candidates should possess 5-7+ years of public accounting...TaxHigh net worthRemote jobFlexible hours
- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice to high-net-worth clients, requiring 2-5 years of experience and a commitment to professional...High net worth
- Description J.P. Morgan Asset & Wealth Management, with client assets... .... Job Summary As a Team Lead/Settlement Officer ED in Wealth... ...your team, clients, internal partners, and outside intermediaries. This... ...with investments, tax and operations. Interpret and...TaxHigh net worth
- Strategic Capital Solutions Lead Apply (opens in new... ...assets for Citi Wealth. This is achieved by delivering... ...Engagement & Strategic Advisory: Advise ultra-high-net-... ...channels with internal partners (e.g., Wealth Planning,... ..., and regional tax-aware strategies. Ensure...TaxHigh net worthFull timeBank staff
- ...Wealth Advisor, Ultra High Net Worth Hybrid - New... ...provide concierge-level advisory for our most complex client... ...development. You'll partner closely with leadership... ...estate planning, tax optimization strategies... ...demonstrated experience serving HNW/UHNW clients in a multi...TaxHigh net worthWork at office
Farther LLC
New York, NY3 days ago - ...is looking for a strong candidate to shape and deliver its investment advisory proposition for Private Banking and Wealth clients. You will support the commercialization of Advisory programs, partner with Portfolio Managers and CIO teams, and define roadmaps for product...
- Overview The Wealth Portfolio Manager is responsible... ...high-net-worth (HNW) client... ...execution across internal partners. Key Responsibilities... ...Wealth Advisor to lead meaningful portions... ...allocation drift, tax efficiency, liquidity... ..., or investment advisory supporting HNW client...TaxHigh net worth
- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...TaxHigh net worthRemote work
Socha Capital
New York, NY13 hours ago $220k
...Accounting & Finance Our client is a long-established advisory and tax practice with a multi-state footprint, known... ...is seeking a senior-level Trust & Estates Tax Partner to lead a dedicated private client group focused on wealth transfer planning, fiduciary taxation, and...TaxHigh net worth$200k - $300k
...Job detailsTax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / EquityThis... ...a dynamic and experienced Tax Partner - High Net Worth (... ...accounting, tax law, tax planning, tax advisory, and tax compliance. The... ...with trust, estates, wealth planning.QualificationsA bachelor...TaxHigh net worthLocal areaRemote workJobot
New York, NY2 days ago- ...Group Connecting skilled Tax Professionals with highly... ...Chief Tax Officers, and Tax Partners, in both private industry... ...Canada). Our client, a leading New York-based accounting and advisory firm providing tax, audit... ...00 - $350,000 1 week ago HNW Tax Partner/Director -...TaxHigh net worthFull time
$191k - $305k
...Senior Lead Trust And Fiduciary Strategist... ...begins with you. Wealth & Investment Management... ...trusts, custody, tax, specialty assets,... ...the needs of HNW and UHNW clients and... ...the NYC market Partner closely with financial... ...years of Fiduciary Advisory experience, or equivalent...TaxHigh net worthWork experience placementWork at office- ...We are the leading provider of professional services... ...safeguarding, and growing their wealth. Whether derived from... ...and customized advisory services to navigate family... ...serves as a trusted partner, supporting families through... ...resources, operations, tax, technology, risk and...TaxHigh net worthWork at officeLocal area
RSM US LLP
New York, NY3 days ago - ...in New York, is seeking an experienced HNW Tax Partner/Director for their Private Client Group... ...delivering strategic tax planning and advisory services to high-net-worth individuals... ...filings, managing client relationships, and leading a team of tax professionals. Anchin...TaxHigh net worthFull time
- A leading regional CPA firm in New Jersey is seeking an experienced Tax Partner to support continued growth and expansion of its tax practice... ...compliance, consulting, and advisory engagements for a diverse... ...executives, partnerships, and HNW individuals Review and...TaxHigh net worthLocal area
- ...significant growth and is seeking a Partner for our Financial Services State & Local Tax team. In this role you will be... ...and fastest growing accounting and advisory firms in the industry You... ...Financial Services and Asset Wealth Management client experience within...TaxHigh net worthLocal area
EisnerAmper
New York, NY3 days ago $68.44k - $145.84k
...Position Title Wealth Planning Associate Location... ...Summary Family Advisory and Trusts provides... ...wealth structuring for HNW and UHNW individuals, investors... ...planning; income tax planning for founders,... ...Collaboration and Execution . Partner with investment,...TaxHigh net worthWork at officeLocal areaDay shiftFlagstar Bank
New York, NY3 days ago$200k
...Description Title: Trust and Estates Tax Partner, Private Client Group... ...provides expert financial advisory to companies across a diverse... ...counsel on estate planning, wealth transfer strategies, and fiduciary... ...team capabilities. Lead marketing and networking efforts...TaxHigh net worthFull timeAnchin
New York, NY14 days ago- 6AM City, LLC is seeking a Remote Tax Manager with a CPA and 8 to 10 years of recent public accounting experience. This role requires a strong background in partnerships, S-corporations, and HNWI 1040s. Leadership, communication, and organizational skills are crucial for...TaxHigh net worthRemote work
6AM City
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Tax Partner: Lead Wealth & Tax Advisory. Be the first to apply!
Related searches
- partner operations manager New York, NY
- channel partner New York, NY
- global partner manager New York, NY
- partner success manager New York, NY
- partner alliance manager New York, NY
- partner relations manager New York, NY
- community partners New York, NY
- partner marketing manager New York, NY
- partner manager New York, NY
- director partner marketing New York, NY