Senior Tax Advisor - HNW Wealth & Client Leadership
Talnt
Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall financial planning. You will plan ahead for clients, oversee financial affairs, coordinate with attorneys and investment advisors, and take ownership of engagement economics. #J-18808-Ljbffr Talnt
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Advisor - HNW Wealth & Client Leadership in New York, NY vacancy
- ...partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market... ...inherit and grow an established HNW/UHNW client book and deliver comprehensive... ...-team collaboration with estate, tax and lending specialists, and a...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...SeniorHigh net worth
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should...SeniorHigh net worth- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...SeniorHigh net worth
$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a...SeniorHigh net worthWork at officeFlexible hours- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals... .... You will navigate complex tax regulations and optimize client positions while leading teams and developing your skills....SeniorHigh net worth
$75.9k - $126.5k
## Wealth Senior Client AssociateApplyremote type: Hybrid Positionlocations: New York, NYtime type:... ...retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client... ...:**The position assists the Wealth Advisor, Wealth Management team, and internal business...SeniorHigh net worthWork experience placement- ...Executive Search in New York seeks a Wealth Strategist/Trust Counsel to advise HNW/UHNW clients on estate planning and wealth... ...with client teams and external advisors. The ideal candidate holds a JD... ...environment, with proven leadership in complex trusts and client matters...SeniorHigh net worth
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...SeniorHigh net worth
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorHigh net worthWork at office- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments... ...team and report to the President of Wealth Management in Pittsburgh, PA. This consultative...SeniorHigh net worth
- Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead... ...foundations and endowments, delivering integrated wealth solutions. You will mentor junior staff, guide... ..., coordinate wealth planning with tax, estate, and philanthropic goals, and play...SeniorHigh net worth
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...SeniorHigh net worth
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (... ...acquisitions and a client‑first approach,... ...management, advanced tax planning, and... ...with clients and advisors to design and implement... ...offering a path to leadership and ownership... ...Direct impact on HNW/UHNW client strategy...SeniorHigh net worthRemote jobFull timeWork at officeFlexible hours$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial... ...charitable donations, etc.)Working with Advisors to help pepare financial data,...SeniorHigh net worthPermanent employmentWork at officeLocal area- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a... ...existing clients and maintain relationships with firm leadership.Develop a working knowledge of the client's business...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
- Anchin is seeking a Tax Senior Associate for the Private Client Group in New York. You will oversee high-net-worth client engagements, manage complex individual and trust tax filings, and provide tailored tax planning. The role includes mentoring junior staff and collaborating...SeniorHigh net worth
$200k - $260k
...what’s right for our clients.At CIBC, we... ...you'll be doingAs a Senior Wealth Strategist, you are... ...and high net worth (HNW) clients to... ...estate planning, tax planning, philanthropic... ...clients and outside advisors (i.e., attorneys,... ...prospect calls.Thought Leadership: Contribute to the...SeniorHigh net worthFull timeRemote work- Joel Isaacson & Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving ultra-wealthy families. The role... ...remote, offering collaboration with Partners and a focus on advanced tax issues for high net worth clients. #J-18808-Ljbffr Socket.devSeniorHigh net worthWork at officeRemote work
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorHigh net worthWork at office
- PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth... ...and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations...SeniorHigh net worth
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorHigh net worth
$30 - $39.5 per hour
Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an... ...strong attention to detail while managing client expectations effectively. In this role, you...High net worthHourly payPrivate practice$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs... ...an opportunity to help clients across the globe realize... ...foundations, financial advisors and individuals.Goldman... ...raising, develop thought leadership and marketing materials... ...financial advisors and HNW clientsStrong financial...High net worthFull timeTemporary workPart time$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location: New York,NY, US Date Posted:... ...members of their broader wealth management teams to provide... ...with financial advisors, investment professionals... ...#accounting-finance #cpa #hnw #family-office #tax-...SeniorHigh net worthWork at officeFlexible hoursLeoForce
New York, NY3 days ago$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking... ...service relationships with both UHNW & HNW clients. Must have strong COI's... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorHigh net worthAvior Executive Search, Inc
New York, NY4 days ago- ...financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10... ...interpersonal skills to successfully engage with advisors and clients. Responsibilities include...SeniorHigh net worth
- Talnt in New York is seeking an experienced tax professional to join a sophisticated... ...beyond compliance. You’ll combine strong HNW tax expertise with advisory judgment, owning client relationships and collaborating with wealth management teams. The role is hybrid in New...High net worth
- ...investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates should...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Advisor - HNW Wealth & Client Leadership. Be the first to apply!
Related searches
- tax accountant part time New York, NY
- tax consultant work from home New York, NY
- tax examiner New York, NY
- sales & use tax accountant New York, NY
- entry level tax accountant New York, NY
- tax associate attorney New York, NY
- tax preparers New York, NY
- international tax associate New York, NY
- tax associate New York, NY
- tax resolution associate New York, NY