UHNW Tax Partner — Estate & Wealth Planning Leader
RSM US LLP
RSM US LLP is seeking an experienced Tax Partner to join our Ultra High Net Worth Practice in San Francisco. You will lead client service and growth for the Tax line, directing teams across capabilities and geographies to deliver sophisticated estate and income tax planning and compliance for high-net-worth families and their private businesses. You will manage engagements, identify opportunities, mentor junior professionals, and maintain strong client relationships while aligning with firm #J-18808-Ljbffr RSM US LLP
$250k - $400k
...integrating financial planning, investment management... ...business management, tax, estate, insurance, and more,... ...complex, multi-generational wealth. Regis clients often... ...an exceptional Tax Partner - Regis - to serve as... ...judgment, and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Mercer Advisors seeks an exceptional Tax Partner for Regis to lead tax engagements for ultra-high net... ...expertise across individual, fiduciary, and estate planning, with strong client-management and collaboration with wealth advisors to deliver comprehensive family office...TaxWork at office
- Fairway Wealth Management is seeking a Wealth Manager to join its Wealth Advisory Services team. This fiduciary advisory role focuses... ...to ensure coordinated strategies across investments, tax, estate planning, and cash flow. The position is hybrid (4 days in office, Fridays...TaxWork at officeRemote work
$125k - $143k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...Collaborates closely with internal partners across portfolio management, tax...TaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...opportunity for an experiencedTax Partner to join our expanding Ultra... ...have or require complex estate and income tax planning and compliance. This role... ...senior tax client service leader, relationship owner, or... ...tax planning and compliance, wealth transfer, and charitable and...TaxWork at officeLocal area
- Baker Tilly US is seeking a Federal Tax Partner in California, responsible for advising private equity clients and leading a team. The role involves substantial client interaction, tax planning, and mentoring associates. The ideal candidate will have 15+ years of experience...Tax
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors, tax professionals, and attorneys to design, implement, and maintain strategy aligned with...Tax
- Permanent Placements LLC is partnering with a premier Am Law firm to hire a Trusts & Estates Associate in California. The role includes sophisticated estate planning, wealth transfer planning, tax strategy, and trust administration for high-net-worth individuals. You will...TaxPermanent employment
- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high-net-worth families Industry Financial Services... ...of relevant experience in estate and tax planning, or fiduciary and trust...TaxWork at office
- ...to come.As a family office tax partner, you will be responsible for... ...a senior tax client service leader, relationship owner, or capability... ...and modeling, succession planning, wealth transfer planning and tax... ...individual, fiduciary, and gift / estate taxation. This includes the...TaxFull timeWork at officeLocal area
$85k - $270k
...trusted stewards of significant wealth, and you will continue... ...comprehensive financial planning and strategic guidance that... ...investment review, income tax preparation and planning, estate planning and wealth... ...Impactful Philanthropic Advisory: Partner with clients to craft and...TaxFull timeTemporary workPart timeWork at office$200k - $225k
...generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families,... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...TaxWork at office$160k - $225k
...your resume directly!💰 Tax Manager / Senior... ...or Remote Flexibility🚀 UHNW Clients What if your next... ...opportunity with a boutique wealth management firm... ...familiesDeliver proactive tax planning and strategic advice... ...structuresAdvise on QSBS, trusts, estate and gift planning,...TaxRemote workFlexible hours$150k - $250k
Fairway Wealth Management is an independent wealth management firm helping successful... ...coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management... ...is part of the Focus Financial Partners’ network firm community. As part of...TaxWork at officeRemote work$150k - $190k
A leading global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal candidate... ...individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility,...Private practice- PwC in San Francisco, CA, seeks an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, optimize tax positions, and ensure compliance. You will lead teams, mentor staff, and deliver strategic tax advice while upholding PwC standards...Tax
$150k - $190k
...Overview Partner / Partner Group – Private Client Global... .... Practice Overview Estate planning, wills, and succession Wealth structuring, tax and estate planning Family... ...recognized as a leader in private client work... ...net worth" OR "HNW" OR "UHNW" OR "private capital" OR...TaxPart timePrivate practiceWork at officeWorldwide3 days per week- A leading professional services firm in San Francisco is seeking an experienced Tax Partner specializing in high net worth private client services. This role involves providing comprehensive tax consulting and compliance services to affluent families and their businesses...Tax
$160k - $255k
...is seeking a full-time Wealth Manager to join our team... ...by strategic lead partners, other Wealth Advisors,... ...objectives, risk tolerance, tax situation and unique... ...articulate thoughts, ideas and plans to clients. Drive the... ...including for estate planning, tax, Medicare...TaxFull timeContract workWork experience placementWork at officeRemote workFlexible hours2 days per week3 days per week- RSM US LLP is seeking a Tax Partner to join its Private Equity Portfolio Company Practice, shaping growth and serving sponsor-backed businesses across the investment lifecycle. You will lead senior tax leadership, leverage PE relationships, and drive cross-functional collaboration...TaxPrivate practice
- ...the autonomy to reach your goals. Our National Tax Office team is seeking a highly skilled and experienced Partner to join our growing M&A and tax transaction team... ...federal income tax issues, including structuring, planning, and risk management.Stay abreast of changes in...TaxFull timeWork at officeLocal area
- ...document, and monetize valuable R&D tax credit opportunities. These... ...national practice.As a Tax Partner, you will lead client service,... ...as a senior tax client service leader, relationship owner, or... ...integrated solutions. Perform tax planning and research, resolving complex...TaxFull timeWork at officeLocal area
- ...and that’s why there’s nowhere like RSM.M&A Tax Partner-Financial ProductsRole:RSM US LLP is looking for a strong Tax Leader with an entrepreneurial mindset to join our national... ...private equity firms on the tax aspects of planning, structuring, and executing M&A transactions....TaxFull timeWork at officeLocal area
- ...highly skilled and experienced SALT Partner to join our State & Local Tax (SALT) practice, focusing on income... ...Serve as a senior tax client service leader, relationship owner, or capability leader... ...business income, multi-state tax planning, audit defense, M&A due diligence...TaxFull timeWork at officeLocal area
- ...and deliver holistic wealth management to high-achieving... ...compensation and tax strategy to investment... ...management and generational planning, and partner with our specialists... ..., tax, equity comp, estate, and insurance.... ...years advising HNW or UHNW clients at an RIA, private...Tax
- ...Private is a leading wealth management, trust,... ...of a wealth planning strategy, ensuring... ...more area including Estate Plan Design, Retirement... ...financial plans for HNW/UHNW clients with... ...support of client. Partners with vendor partners... ...complex investments, tax, generational trust...Tax
- ..., Matter provides family operations, wealth planning, investment management, family learning... .... Job Description The Regional Partner is a senior leader responsible for the growth, client... ...~ Proven track record advising HNW/UHNW families and managing sophisticated relationships...Work at officeVisa sponsorshipWork visa
- RSM US LLP is seeking a seasoned M&A Tax Partner to lead our national Financial Products practice. You will guide tax strategy, debt structuring... ...innovative tax solutions across the deal lifecycle, from planning to post‑close considerations. A CPA license and 12+ years in...Tax
- ...the country’s most respected tax and estate planning leaders, you will help deliver... ...legal (JD/LLM), or advanced wealth planning background who wants... ...clients, cultivating strategic partners, and expanding a best-in-... ...law firm, private bank, or UHNW wealth platform Strong...TaxWork at office
$175k - $200k
...them to preserve their wealth for future... ...for complex wealth planning matters impacting HNW and UHNW clients. Identify, design... ...flow planning Income tax planning and tax-efficient... ...wealth strategies Estate planning and wealth... ...and referral partners. Support advisors in...TaxWork at office
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