Senior Tax Planning CPA — Strategic Advisor for HNW Clients
Nbutexas
Nbutexas in Salt Lake City, UT is seeking an accomplished Tax Planning CPA to join a well-established firm serving closely held businesses, business owners, and high-net-worth individuals. This executive level role requires 15+ years of experience, deep tax expertise, and the ability to lead, mentor, and serve as a trusted client advisor. The position includes a competitive compensation package with a performance-based bonus, 401(k), medical, dental, and PTO. #J-18808-Ljbffr Nbutexas
$85k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory... ...careers. Summary The Senior Financial Planner... ...deliver tailored financial plans to clients within the region.... ...financial plans, including tax planning,retirement... ...financialwebsites. Strategic Involvement & Support...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours- ...a high-performing Senior Tax Associate to join... ...who thrives as a strategic advisor. The Senior Tax Associate... ...will partner with clients and internal teams... ...to identify planning opportunities and... ...supporting high-net-worth (HNW) individuals.... ...required. Active CPA license in good...SeniorTaxHigh net worthWork at office
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...entire client relationship with a plan-based approach to financial... ...strategies, retirement planning, and tax optimization. This role...TaxHigh net worthHourly payWork experience placementDay shift- Tax Planning CPA We are seeking an accomplished Tax Planning CPA to join a well-established firm serving closely held... ...the ability to lead, mentor, and serve as a trusted client advisor. Responsibilities Provide strategic tax planning and advisory services to high-net-...TaxHigh net worth
$116.2k - $229.1k
..., risk, assurance, and tax, Deloitte helps drive value... ...Finance Analytics & AI Senior Consultant, you’ll work... ...to solve the toughest client problems. From learning... ...use cases such as planning, budgeting, forecasting... ...Finance team helps unlock strategic value through enhanced...SeniorTaxLocal areaVisa sponsorship$78.68k - $160.75k
...federal partnership tax experience to a... .... As a Senior, Tax Services in... ...Deloitte Tax LLP’s Strategic Partnership... ...you will support clients through complex... ...brings together tax planning, marketplace... ...:Licensed CPA in state of practice... ...Financial Advisor (CFA)Certified...SeniorTaxWork at officeLocal areaVisa sponsorship2 days per week3 days per week$145k - $175k
...About the job Senior Tax Accountant Pay: $14... ...work directly impacts clients, strategy, and outcomes... ...accounting experience. CPA is strongly preferred.... ...management and estate planning. Our team works... ...delivery Contribute strategic tax insight that helps...SeniorTaxHigh net worthFull time$105.38k - $215.38k
...a delivery-focused tax leader who thrives... ...ability to interact with clients on their personal... ...of High Net Worth (HNW) individual compliance engagements (planning through post-filing... ...obtained:Licensed CPA in state of... ...level employees to senior leaders, we believe...TaxHigh net worthWork at officeLocal area$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...and guidance to clients on tax planning, compliance, and strategy... ....Growing as a strategic advisor, you leverage your influence... ...owners of PwC. As a Senior Manager you are... ...years of experience- CPA, Enrolled Agent or Member...SeniorTaxHigh net worthFull timeH1bRemote work$128k - $268k
...BRIEF (PURPOSE)The Senior Director of... ...serves as a lead advisor on the (BAS)... ...business transition planning solutions,... ...value building, tax, trust & estate... ...retain and grow clients who require... ...optimization; strategic option analysis... ...expectationsJD, CPA or CFA\CFP requiredPREFERRED...SeniorTaxHigh net worthFull timeWork at officeLocal areaFlexible hours- ...Lead multiple client engagements across... ...worth individual tax work Serve as... ...Oversee tax planning, compliance, and... ...20S, 1065, 1040 HNW) Manage client... ...round Provide strategic tax planning, entity... ...tax staff, seniors, and managers across... ...~ Active CPA license required...SeniorTaxHigh net worthRemote job
- ...banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client... ...strategies, financial planning, estate and tax planning, succession planning... ...Wealth Management is a strategic focus and growth... ...dedicated Wealth Management Senior Business Program...SeniorTaxHigh net worthWork experience placementLocal areaFlexible hours
$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client Bankerlocations... ...Be a problem solver, trusted advisor, and partner to the people and... ...client relationship with a plan-based approach to financial advice... ..., retirement planning, and tax optimization. This role requires...TaxHigh net worthHourly payWork experience placementDay shift- ...Description Job Description Senior Marketing Manager... ...wealth, reduce taxes, and protect their legacy... ...legal, tax, and business planning services. We are seeking... ...opportunity for a strategic marketer who enjoys both... ...Ensure a consistent client experience across every...SeniorTaxHigh net worth
$120k - $160k
...with a highly-rated CPA and business advisory... ...services. Services include Tax prep and Tax review... ...to work with amazing clients on tax planning and advisory services... ...5-7 years for a more senior tax role. -CPA preferred... ..., S-Corp, individual, HNW, and complex entity...TaxHigh net worthFull timeWork at office- ...City, Utah, is seeking a detail-oriented tax accountant with at least 2 years of experience. The role involves providing tax planning, preparation, and advisory services to high... ...knowledge of tax compliance and exhibit strong client communication skills. This position offers...SeniorTaxHigh net worth
- ...Fargo is seeking a Senior Lead Private... ...Ultra High Net Worth clients. This leader will... ...managers, financial advisors, trust officers, and... ...resource planning and business priorities... ...stakeholders to execute strategic initiatives and... ...Management experience with HNW or UHNW client...SeniorHigh net worthFull timeWork experience placementWork at office
- ...requiredConnect. Educate. EmpowerDentist Advisors has quickly grown from a small... ...leader in personal financial planning and investment management for... ...as the point person for your clients' financial plans to help them... ...plans, investment accounts, tax strategy, insurance, corporate...TaxHigh net worthLive in
- EP Wealth Advisors, LLC is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients in Utah. You will manage relationships, oversee planning processes, and contribute to service offerings. Collaboration...SeniorHigh net worth
- ...Job Description Tax Senior– Remote | Public Accounting... ...to a diverse client base. Known for its collaborative... .... Provide strategic tax planning and compliance services... ...acting as a trusted advisor on tax-related... ...Qualifications: CPA or EA designation required...SeniorTaxHigh net worthRemote jobFull timeFlexible hours
$74.93k - $153k
...Summary Are you a strategic and creative Senior Tax professional who enjoys working... ...and local property tax planning, consulting, and compliance services to a diverse client base in various industry sectors... ...able to obtain:Licensed CPA in state of practice/...SeniorTaxWork at officeLocal area$77k - $214k
...ApplicableSpecialismState & Local Tax (SALT)... ...to help our clients solve their... ...state tax plan with the business... ...the future.As a Senior Associate, you'... ...-enabled tax advisors who provide significance... ...to the strategic vision of the State... ...staff- CPA or commitment to...SeniorTaxFull timeH1bLocal area- Overview At HCVT, we provide Tax, Audit, Advisory, and... ...income tax workpapers Advise clients on income tax issues and related tax planning Oversee planning and... ...Lead and train teams of seniors and staff accountants on... ...; Master’s degree a plus CPA certificate Minimum of 5...SeniorTaxHigh net worthFull timeWork at officeRemote work
- ...Rockville, MD seeks a high-performing Senior Tax Associate to partner with clients and internal teams, delivering... ...preparation. This role emphasizes strategic advisory work, mentoring, and cross... ...strong Excel skills, and an active CPA license. The position offers growth...SeniorTax
- ...Board of Trustees and senior management (including updates... ..., etc.).Drive strategic process change and new/... ...portfolio management, tax, legal, and sales on new... ...Accounting or Finance (CPA/CFA preferred) ABOUT GOLDMAN... ...and ideas to help our clients, shareholders and the...SeniorTaxWork experience placementWork at office
- ...positively impact our clients and people. Talented and... ...Who We Serve We offer Tax, Audit, Advisory, and... ...possible. As a Tax Senior Manager / Principal with... ...and managers Oversee planning and scheduling of... ...through entities Licensed CPA or JD Capable of...SeniorTaxHigh net worthWork at officeRemote work
$95k - $130k
...opportunity to positively impact our clients and people. Talented and... ...Do and Who We Serve We offer Tax, Audit, Advisory, and Business... ...state and local indirect tax planning, consulting, and compliance services... ...and able to obtain: Licensed CPA in state of practice/primary...SeniorTaxHigh net worthWork at officeLocal areaRemote work2 days per week- Shape Rio Tinto’s tax strategy through a mix of... ...motivated and detail-oriented Senior Advisor, Tax to join our team.... ..., tax accounting, and strategic tax initiatives that... ...ASC 740) Identify tax planning opportunities and... ...Finance, or related field; CPA or Master’s in...SeniorTaxPermanent employmentFixed term contractLocal areaWork from home
- ...positively impact our clients and people. Talented and... ...Who We Serve We offer Tax, Audit, Advisory, and... ...issues and related tax planning Oversee planning and... ...Lead and train teams of seniors and staff accountants... ...Master’s degree a plus CPA certificate A...SeniorTaxHigh net worthWork at officeRemote work
- BCG Attorney Search is seeking a mid- to senior-level attorney to join their tax team in Salt Lake City, Utah. The candidate will have over five years of experience in fiduciary litigation and estate planning, assisting with complex cases and developing wealth transfer...SeniorTaxHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Planning CPA — Strategic Advisor for HNW Clients. Be the first to apply!
- accounting manager cpa Salt Lake City, UT
- tax examiner Salt Lake City, UT
- sales & use tax accountant Salt Lake City, UT
- tax preparers Salt Lake City, UT
- tax associate Salt Lake City, UT
- tax advisor Salt Lake City, UT
- accountant tax preparer Salt Lake City, UT
- tax accountant Salt Lake City, UT
- tax specialist Salt Lake City, UT
- senior tax associate Salt Lake City, UT


