Senior Tax Associate: HNW Wealth & Compliance
$75k - $100kBennett Thrasher
A leading CPA firm in Denver, CO seeks an experienced Tax Senior Associate to oversee tax compliance and client relationships for high-net-worth individuals. The ideal candidate will have a Bachelor’s degree in Accounting or Finance, along with a CPA license or advanced certifications. The role involves innovation in tax practices, technical expertise in tax laws, and a focus on delivering exceptional client service. Salary range is $75,000 to $100,000. #J-18808-Ljbffr
$90k - $95k
...A wealth management firm is seeking a Senior Tax Associate to support high-net-worth clients. Responsibilities include preparing tax returns, developing estimates, and direct client communication. This role offers a collaborative culture and strong support for CPA/EA...SeniorHigh net worthRemote work$102k - $190k
Hispanic Alliance for Career Enhancement is seeking an experienced advisor in Denver, Colorado, with a strong background in wealth management. The ideal candidate will have over 7 years of experience, preferably with high-net-worth clients, and will be responsible for...SeniorHigh net worth$80k - $90k
A national registered investment advisory firm in Denver seeks a Tax Associate to prepare tax returns and assist with compliance for high-net-worth clients. The ideal candidate will have a degree in Accounting or Finance, with CPA certification preferred. Responsibilities...High net worthFlexible hours$110k - $124k
A leading wealth management firm is seeking a Tax Manager to lead a team, prepare complex tax returns, and ensure compliance for high-net-worth clients. This role offers the chance to guide and mentor associates while engaging in in-depth tax research. With a strong emphasis...High net worthRemote work$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business...SeniorHigh net worthWork at officeLocal area$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our people and clients pursue their... ...a high net worth (HNW) practice to address the... ...clientele with strategic wealth preservation and planning... ...specialized tax returns in compliance with individual and business...SeniorHigh net worthLocal areaWorldwide$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to clients on tax planning, compliance, and strategy. These individuals... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to clients on tax planning, compliance, and strategy. These individuals... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b$75k - $100k
...financial services/high net worth tax practice provides specialized tax... ..., build and preserve their wealth. Position Overview As a tax senior associate on our personal financial services... ...will be responsible for complex tax compliance and consulting engagements. Additionally...SeniorHigh net worthLocal area$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients... ...resource for external Wealth Strategists for tax and estate planning, business...SeniorHigh net worthTemporary workFlexible hours$65k - $80k
...services/high net worth tax practice provides specialized... ...and preserve their wealth. Position Overview As a tax associate on our personal financial... ...process for tax compliance engagements. Key Responsibilities... ...of Managers and Seniors Communicate with the...High net worth$200k - $240k
...What you'll be doing As a Senior Wealth Strategist, you are responsible... ...Managers and high net worth (HNW) clients to develop and... ...understand their estate planning, tax planning, philanthropic... ...Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment...SeniorHigh net worthRemote work$150k - $165k
Goodspeed|Merrill is looking for a mid-level tax associate specializing in wealth transfer to support estate planning for ultra-high-net-worth individuals. The ideal candidate will have a Juris Doctor (JD) and preferably an LLM in Taxation along with 4-8 years of relevant...High net worthRemote job$70k - $95k
...management, business management, tax, estate, insurance, and more, all... ...The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients... ...a member of the Tax Team, the Tax Associate is primarily responsible for the...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- A prominent financial institution is looking for a Private Wealth Advisor in Denver, Colorado. The ideal candidate will build and deepen client relationships, providing holistic financial advice across investments and estate planning. This role requires a Bachelor's degree...SeniorHigh net worth
- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires at least 5 years of experience, a proven track record in client acquisition, and a background in financial...SeniorHigh net worth
- ...Senior Wealth Advisor About the Company Prominent national investment management firm Industry Investment Management Type... ...wide range of comprehensive wealth management services, such as tax and estate planning, financial planning, asset allocation, cash...SeniorHigh net worth
$150k - $165k
...Goodspeed Merrill is seeking a mid‑level tax associate (Wealth Transfer) to support sophisticated... ...implementation steps Coordinate with senior attorneys, clients, and advisors Ensure... ...planning and implementation Compliance‑only backgrounds are unlikely to be a...High net worthTemporary workWork at officeRemote work- ...Financial Advisor to develop client relationships and provide wealth management solutions. You will engage with existing clients and... ...for new ones, ensuring exceptional client service and managing compliance. The firm provides a hybrid working model and an extensive training...Senior
$70k - $95k
Job Summary The Tax Team at Mercer Advisors prides itself on a collaborative... ...Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth... ...a member of the Tax Team, the Tax Associate is primarily responsible for the preparation...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday- U.S. Bank is seeking a Senior Credit Risk Management professional in Denver, Colorado, to lead the Credit Approval team supporting Wealth Management. This role is critical in maintaining lending standards and managing relationships with high-net-worth clients. The ideal...SeniorHigh net worthFull time3 days per week
$88.9k - $128.4k
...policies and procedures, preparation of compliance documentation for U.S. or foreign jurisdictions... ...policy design and international tax planning, intangibles migration, royalty... ...but not limited to the role, function and associated responsibilities, a candidate's work...SeniorWork experience placementWork at officeLocal area$72.7k - $144k
...Senior Tax Associate Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career. With real flexibility... ...application deadline for this role is 12/31/2026. In compliance with federal law, all persons hired will be required to verify...Senior- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients...SeniorHigh net worth
$75.5k - $149.6k
...Senior Associate, Federal Tax Consulting Services Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career... ...application deadline for this role is 08/31/2026. In compliance with federal law, all persons hired will be required to...SeniorLocal areaRemote workWorldwide$90k - $95k
...Senior Tax Associate – Wealth Management Firm – Remote (Southern California) Are you a confident, client-facing tax professional who thrives in a collaborative, fast-paced environment? Join a nationally recognized wealth-focused tax team supporting high net-worth individuals...SeniorHigh net worthRemote work- ...Tax Senior Associate Bennett Thrasher "BT", a nationally recognized public accounting firm and Inside Public Accounting's Best of the Best... .... This role offers the opportunity to work on complex tax compliance and consulting engagements, mentor and develop staff, and...SeniorHigh net worthLocal area
$116k - $216k
...offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio... ...investment performance. Maintains compliance with all internal policies and procedures...SeniorHigh net worthWork at officeFlexible hours$166k - $249k
Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt... ...investment management, estate planning, tax strategy, and risk management. You will... ...communication. Partner with product, compliance, and training teams to ensure solutions...SeniorHigh net worthFull timeWork at officeFlexible hours$105k - $180k
...office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the following: Advising and... ...Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. Looking at the tax situation...High net worthWork at officeLocal areaRemote workVisa sponsorship
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