Senior Tax Strategist - High-Net-Worth Planning
Cerity Partners
Cerity Partners is seeking a Tax Accountant – Senior Associate to grow beyond traditional returns and advise high-net-worth clients across the U.S. You will work with investment, estate, and financial planning professionals, expanding your tax expertise in integrated wealth strategies. This role emphasizes ongoing client engagement, cross-team collaboration, and a clear path for advancement within a fast-growing firm that values curiosity, initiative, and professional development. #J-18808-Ljbffr Cerity Partners
$120k - $140k
...AI-powered bookkeeping and tax automation platform built for... ...Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team... ...questions. Build development plans and growth paths for direct... ...requirement for high-net-worth client strategy work, distinct...SeniorTaxHigh net worthRemote workFlexible hours$230k - $265k
...Do: The Director of Advanced Planning plays a critical role within... ...planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth... ...including retirement income, tax mitigation, estate transfer,... ...as a key thought partner to senior leadership and external...SeniorTaxHigh net worthRemote workFlexible hours- EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings....TaxHigh net worth
- EP Wealth Advisors, LLC is seeking an Advanced Wealth Strategist to analyze client portfolios, craft estate and wealth transfer strategies... ...Services, Advisors, and Wealth Management Services for ultra high-net-worth clients, typically $25M+ AUM. Remote within the Southwest...SeniorHigh net worthRemote jobWork at office
- ...Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth... ...create and present comprehensive financial plans for high net worth clients and UHNW individuals, acting as... ...with internal partners on estate and tax strategies, model scenarios in planning...SeniorTaxHigh net worth
- Huntington Wealth Planning is seeking a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients. The role partners with Wealth Advisors to translate client... ...compliance and staying current with tax and estate planning developments. This role...SeniorTaxHigh net worthWork at officeWork from home
- ...Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as... ...lives, delivering sophisticated planning and investment guidance with... ...across retirement, tax, estate, risk, and cash-flow...SeniorTaxHigh net worth
- The Institute on Taxation and Economic Policy (ITEP) seeks a Senior Analyst for its State Policy Team to analyze state tax policies, run microsimulation models, and engage researchers, advocates, and lawmakers across multiple states. Based anywhere in the continental U....SeniorTaxRemote work
- Saltchuk, headquartered in Seattle, seeks a tax professional to manage federal and state tax compliance and reporting. You will support tax provisions, forecasting, and special projects, collaborating with Saltchuk’s finance teams across its operating companies. The role...SeniorTaxRemote job
- ...application process. Wealth Strategist Full Time Professional... ...Northeast Ohio, offering financial planning and wealth management... ...including cash management, income tax planning, insurance,... ...Experience Experience working with high net-worth clients Experience with...TaxHigh net worthFull timeWork at office
- .... If you are passionate about financial planning, investment management, or client service... ...centered wealth management firm serving high-net-worth individuals and families. We bring... ...investment management, financial planning, tax strategy, and estate planning in one integrated...SeniorTaxHigh net worthPermanent employmentFull timeWork at office
- ## Tax Senior Manager - Private Client ServicesApplylocations: Owings Millstime type: Full timeposted on: Posted... ...tax expertise.* Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area
$110k - $145k
...2026, serving predominately high net worth individuals. EPWA fosters an... ...careers. The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing... ...income, gift, and charitable planning strategies through client-...TaxHigh net worthTemporary workWork at officeFlexible hours$175k - $225k
...RIA, is seeking an experienced Senior Financial Advisor to join our... ...wealth management to high-net-worth individuals and families while... ...Deliver Sophisticated Financial Planning Develop and oversee comprehensive... ...planning Investment strategy Tax planning Estate and legacy...SeniorTaxHigh net worthTemporary workFlexible hours$82k - $125k
...Partners firm, GRF, is seeking a Senior Tax Staff Accountant with ideally... ...Perform tax research and planning, as needed, to solve client’s... ...financial reports that may include net worth statements, cash flow... ...+ years in a similar role is highly preferred Familiarity with CCH...SeniorTaxHigh net worthWork at officeLocal area3 days per week$110k - $135k
...Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth... ...present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (... ...to clients. Using client tax returns, model scenarios in tax...SeniorTaxHigh net worthTemporary workWork at office$85k - $120k
...2026, serving predominately high net worth individuals. EPWA fosters an... ...professional careers. Summary The Senior Financial Planner works... ...and deliver tailored financial plans to clients within the region.... ...customized financial plans, including tax planning,retirement planning,...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours- ...the SAFE Act. You will identify and deepen client relationships within the affluent and HNW segments, offering holistic financial planning and a broad suite of banking and investment solutions. This role requires strong analytics, regulatory awareness, and a client-centric...SeniorHigh net worth
$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka... ...comprehensive wealth planning, investment management, tax, insurance, accounting,... ...Planning team. In this highly visible role, you will deliver... ...tax planningforultra-high-net-worth individuals and families...SeniorTaxHigh net worthFull timeWork at officeWork from homeFlexible hours3 days per week$100k
...Your Impact. Are you a tax professional looking for... ...model Salary + highly competitive annual bonus... ...financial outcomes for high-net-worth individuals, multi-generational... ...As a Tax Accountant - Senior Associate, you’ll have... ...estate, and financial planning professionals to...SeniorTaxHigh net worthTemporary workLocal area$140.1k - $190.9k
...Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related... ...confirm assignment objectives, scope and work plan with client Identify assignment resource...SeniorTaxHigh net worthContract workTemporary workWork at officeLocal areaWork from homeFlexible hours- ...works for our clients, with highly experienced bankers who... ..., retirement savings plans with a generous 401K match... ...offices in Austin, Fort Worth, Houston, Richardson,... ...trustees, investment advisors, tax preparers, legal... ...negotiate and influence at more senior levels of the...SeniorTaxWork experience placementImmediate startDay shift
$300k - $400k
...Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and fiduciary tax...SeniorTaxHigh net worthPrivate practice$180k - $254.8k
...in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include... ...clients Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning...TaxHigh net worthWork experience placementWork at officeWork from homeShift workDay shift- ...TAX SENIOR Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer a very reasonable work... ...Prefer experience with C + S corps, partnerships, and high net worth individual tax. Minimum one (1) year experience...SeniorTaxHigh net worthWork at officeRemote work
- Buchalter PC in Nashville, TN seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3-5 years of experience to serve high-net-worth individuals, families, fiduciaries, and closely held businesses. You will draft wills, trusts, powers of attorney,...TaxHigh net worth
$32.5 - $36 per hour
...Description Overview\n Intuit is seeking highly motivated individuals to join our dynamic... ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and... ...maximize refunds, and provide future tax planning advice. \n Utilize resources such as...SeniorTaxLocal area- ...Connect Search is partnering with a well-established high-net-worth family office in Oklahoma City to hire a Senior Accountant. This is a great opportunity for an... ...financial analysis Coordinate with external CPAs, tax professionals, banks, and other advisors Support annual...SeniorTaxHigh net worthWork at office
- ...deep-dive investment research and produce high-quality, client-facing content covering U... ...bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored... ..., ongoing service models and engagement plans tailored to different client tiers....High net worthWork at office
- ...National Law Firm has a need for an Estate Planning Attorney. This is a hybrid position.... ...candidates will have demonstrated experience in high-net-worth trust and estate planning and... ...knowledge of relevant state and federal tax laws. Experience with domestic estate planning...TaxHigh net worth
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