Senior Advanced Tax Strategist for UHNW Families
Questmont Virtual Family Office
Questmont Virtual Family Office in Tampa, FL seeks an experienced Advanced Tax Strategist to identify and implement sophisticated tax-planning opportunities for high- and ultra-high-net-worth clients. This is a planning-focused role, not tax-compliance, that collaborates with CPAs, attorneys, and other professionals to integrate tax planning into the family's broader financial and legacy objectives. You will help protect clients from overly aggressive or misplaced strategies while maintaining #J-18808-Ljbffr
- ...Questmont Virtual Family Office is a boutique wealth management and family office firm serving high- and ultra-high-net-worth... .... The Opportunity Questmont is seeking an experienced Advanced Tax Strategist to identify, evaluate, and help implement sophisticated tax...TaxFull timeWork at office
$117.5k - $222.99k
...Milliman MedInsight is seeking a Senior Product Strategist to shape product and... ...Technology, or a related field; advanced degree preferred. 5-8+ years... ...Accounts (FSA) - Pre-tax savings for dependent care,... ...of 10 paid holidays per year Family Building Benefits - Includes...SeniorTaxHourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...EY is seeking a Senior Manager in Private Tax to deliver personal and private tax advice to business owners and high net worth individuals. You will guide complex family and business structures, wealth transfer, governance strategies, and cross-border matters with a focus...SeniorTax
$117.5k - $222.99k
...Milliman MedInsight is seeking a Senior Product Strategist to lead product strategy and... ..., or a related field; advanced degree preferred. ~5-8+ years... ...Accounts (FSA) - Pre-tax savings for dependent care,... ...paid holidays per year ~ Family Building Benefits - Includes...SeniorTaxFull timeTemporary workWork experience placementRemote workFlexible hours$77k - $202k
...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...and operating success. As a Senior Associate you analyze complex... ...-office technology platforms- Advanced quantitative analysis and... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorTaxFull timeH1b$144k - $329.1k
...opportunity We are seeking a senior, hands‑on Distinguished... ...regulated industries such as tax, finance, and risk. This role... ...architecture or product roles, the Advanced Forward Engineering (AFE) team... ...Winter/Summer breaks, Personal/Family Care, and other leaves of absence...SeniorTaxTemporary workSummer holidayImmediate startFlexible hours- ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ..., Mayer Hoffman McCann P.C. body { font-family: Arial, sans-serif; line-height: 1.6;... ...input for expert witness exhibits.Litigation Seniors contribute to activities at the senior...SeniorTax
- ...successful individuals, families, corporations and... ...Northern Trust, our Wealth Strategist position is a key business... ...executive role.As a senior member of the Northern... ...ultra high net worth (UHNW) individuals, families... ...of wealth transfer and tax planning strategies.You...TaxFull timeH1bLocal areaWorldwideFlexible hours
$93.7k - $177.68k
...MedInsight is seeking a Product Strategist to support the... ...technology partnerships to advance innovative concepts... ...teams, and MedInsight senior management.Location: This... ...Accounts (FSA) - Pre-tax savings for dependent care... ...paid holidays per year Family Building Benefits -...TaxFull timeTemporary workWork experience placementRemote workFlexible hours- ...for expert witness exhibits. Litigation Seniors contribute to activities at the senior level... ...of the relevant statutory and family codes and their applicability to accounting... ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and...SeniorTax
- ...Questmont Virtual Family Office is a boutique wealth management and family office firm serving high- and ultra-high-net-worth... ...legacies. The Opportunity Questmont is seeking an experienced Advanced Tax Strategist to identify, evaluate, and help implement sophisticated tax...TaxWork at office
- ...to existing and prospective UHNW clients. Key responsibilities... ...typically works under direction of senior associates to determine if... .... The UHNW Advisory Strategist will support Financial Advisors... ...heavily in our teammates and their families by offering competitive...Work at officeLocal areaFlexible hoursShift workDay shift
- Northern Trust seeks a Wealth Strategist in the U.S. to grow client relationships among ultra... ...worth individuals and institutions. This senior sales role focuses on sourcing prospects,... ...with internal experts to tailor estate, tax, and investment solutions while upholding...Tax
- ...Handling solves problems. As a Senior Corporate Accountant with... ...a part of our Toyota/Raymond family! Top of the Line Benefits!... ...financial data Proficient in advanced Excel functions (including... .... Manage and prepare sales tax filings, including calculating...SeniorTaxFull timeWork at officeLocal areaFlexible hours
- ...successful individuals, families, corporations and... ...Northern Trust, our Wealth Strategist position is a key business... ...executive role. As a senior member of the Northern... ...ultra high net worth (UHNW) individuals, families... ...of wealth transfer and tax planning strategies. You...TaxH1bLocal areaWorldwideFlexible hours
$65k - $150k
...Services is a fast-growing CPA and Wealth Management firm seeking a Tax Accountant who’s ready to learn, take ownership, and deliver... ...Grow with us — this role offers clear opportunities for career advancement as you build experience and take on more responsibility Be...SeniorTaxWork experience placementWork at office- Truist Wealth in Tampa, FL seeks a senior fiduciary advisor to provide expert fiduciary guidance and solutions to ultra‑high net worth... ...estate planning, estate administration, discretionary actions, tax considerations, and complex trust/state administration. #J-1880...SeniorTax
$10k
...PMG and partner teams.Design and implement advanced portfolio allocation and transition... ....Apply proficiency in Axioma, multi-year tax analysis, and tax-aware portfolio solutioning... ...Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance,...SeniorTaxWork at officeWork from home$126.1k - $253k
...there’s nowhere like RSM. RSM’s dedicated Family Office Enterprise (FOE) practice helps... ...professional journey: Exposure to strategic tax planning, business advisory and compliance... ...for developmental growth As a Tax Senior Manager, you will be responsible for the following...SeniorTaxFull timeWork experience placementInternshipWork at officeLocal area- ...most successful individuals, families, corporations and institutions... ...for sophisticated clients. As a senior member of the service team,... ...emerging issues, and regulatory or tax changes, while translating... ...supported by training, seminars, or advanced education.Strong skills in...SeniorTaxFull timeWork experience placementH1bWorldwideFlexible hours
$77k - $214k
...advisory needs such as audit, tax compliance, and planning to help... ..., private business owners and family enterprises manage their... ...careers, now and in the future.As a Senior Associate, you'll work as part... ...solutions- Utilizing advanced skills and technology to solve...SeniorTaxFull timeH1b$124k - $335k
...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior... ...Local Tax Financial Services Senior Manager, you will play a... ...Sets You Apart- Demonstrating advanced knowledge in multistate tax compliance... ...pay, vacation, personal and family sick leave, and more. To view...SeniorTaxFull timeH1bLocal area$105.26k - $222.41k
...team at one of the world's top tax firms. Enjoy a collaborative,... ...currently seeking a Manager or Senior Manager - Renewable Energy... ...Capture (45Q), Clean Fuels (45Z), Advanced Manufacturing (45X), and other... ...decisions for yourself, your family, and your lifestyle. Available...SeniorTaxWork at officeLocal area- ...alongside industry leaders who are advancing the science of water,... ...certifications, experience, skills, seniority, geographic location,... ...support employees and their families need to lead healthy, productive... ...health insurance coverage, pre-tax savings account options for...SeniorTaxFull timeContract workFlexible hours
$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Financial Services Tax - Real Estate Senior Manager, you will play a... ...opportunityWhat Sets You Apart- Leveraging advanced analytical thinking in tax... ...pay, vacation, personal and family sick leave, and more. To view...SeniorTaxFull timeH1bLocal area$77.33k - $157.67k
...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...for as a firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits are...SeniorTaxWork experience placementLocal area- ...alongside industry leaders who are advancing the science of water,... ...subordinates of project engineer or senior project engineer level with... ...the support employees and their families need to lead healthy,... ...health insurance coverage, pre-tax savings account options for healthcare...SeniorTaxFull timeLocal areaFlexible hours
- ...alongside industry leaders who are advancing the science of water,... ...certifications, experience, skills, seniority, geographic location,... ...support employees and their families need to lead healthy, productive... ...health insurance coverage, pre-tax savings account options for...SeniorTaxFull timeContract workFor contractorsFlexible hours
$126.1k - $253k
...resources. Our team focuses on tax compliance and tax consulting... ...funds in the industry. As a Tax Senior Manager, you will be... ...-end Preferred Qualifications:Advanced degree (master’s in accounting... ...Status; national origin; ancestry; familial or marital status; age; physical...SeniorTaxFull timeWork experience placementInternshipLocal area$85.03k - $172.62k
...team at one of the world's top tax firms. Enjoy a collaborative,... ...firm.KPMG is currently seeking a Senior Associate, Tax - AMCS (... ...production credit (IRC 45U), Advanced Manufacturing Production Tax Credit... ...decisions for yourself, your family, and your lifestyle. Available...SeniorTaxH1bWork at officeLocal area
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