Tax Associate — Wealth & Estate Planning
Corient
Corient in New York, NY is seeking a dedicated Tax Associate to join the Corient Tax Practice, serving high-net-worth individuals and families with planning and compliance services. Responsibilities include preparing individual, trust, and business tax returns, researching tax issues, and staying current on legislation. 1–3 years of experience and CPA status preferred; onsite work four days per week. #J-18808-Ljbffr Corient
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Associate — Wealth & Estate Planning in New York, NY vacancy
$100k - $150k
...investment and cash flow management, estate and tax planning and preparation, insurance planning and... ...an immediate opening for a Senior Tax Associate . Our Tax Practice focuses on tax business... ...families and multi-generational wealth planning. The group specializes in the...SuggestedWork at officeLocal areaImmediate startRemote workSocket
New York, NY5 days ago$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...- Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will...SuggestedFull timeH1b$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior Associate The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate... ...on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help...SuggestedFull timeH1bPwC (US)
New York, NY2 days ago$50 per hour
...right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth... ...and review tax plans to minimize overall estate and income taxes, with support.Analyze tax...SuggestedFull timeWork at officeLocal area3 days per week- ...Faegre Drinker Biddle & Reath LLP in New York seeks an associate to work on sophisticated estate planning, elder law, estate and trust administration, and... ...litigation. Required experience includes emphasis on transfer tax planning for high-net-worth individuals and...Suggested
Faegre Drinker Biddle & Reath LLP
New York, NY4 days ago $120k - $150k
...about CIBC, please visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of... ...banking. As a Senior Audit Manager, you'll execute a risk-based audit plan that addresses the most significant risks across the portfolio...Full timeRemote workShift work2 days per week$160k - $285k
...Job Description Job Description Estates & Tax Planning Associate Attorney § Practice Area : Estate & Tax Planning / Trusts Administration... ...and ultra-high-net-worth clientele, managing sophisticated wealth preservation, asset protection, and estate tax minimization...Full timeLocal areaPercy Towers
New York, NY27 days ago$125k - $175k
...complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held... ...to support tax positions and planning strategies. Identify tax-saving... ...transactions, real estate holdings, and wealth transfer strategies. Prepare tax...Permanent employmentWork at officeLocal area$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 —...Work at officeLido Advisors, LLC
New York, NY5 days ago$80k - $160k
...professional with a passion for financial planning? The GS PFO planning advisory team... ...planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits... ...role.OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps...Full timeTemporary workPart timeWork at office$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax liabilities, maximize refunds, and provide future tax planning advice. \n Utilize resources such as government websites, professional...Local areaIntuit
New York, NY17 days ago- ...infrastructure and real estate transactions, with a... ...legal, technical, and tax structuring.Draft high-... ...investment performance and associated risks.Review GP and... ...and refinancing or exit planning.Maintain and enhance portfolio... ....P. Morgan Asset & Wealth Management delivers...Contract work
- ...service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position...
- ...Job Description Job Description The Tax, Trusts & Estates Associate plays a vital role in advising clients on complex matters relating to tax planning, trusts, and estate administration. This position is available in multiple firm offices, including Delaware, Florida...
Trandon Associates, Inc
New York, NYa month ago $260k - $365k
....comApply: McKenzie’s Tax Practice is a leader within... ...all aspects of tax planning and transactions, dispute... ..., indirect taxes and wealth management tax advice and... ...-level private capital associate to join its tax... ...following areas: real estate taxation (including FIRPTA...Part timeWork at officeLocal areaWorldwide$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within... ...covers all aspects of tax planning and transactions, dispute resolution... ...pricing, indirect taxes and wealth management tax advice and... ...seeks a Mid/Senior-Level Tax Associate for its State and Local Tax sub...Part timeWork at officeLocal areaWorldwide$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...Company (RIC) Tax Senior Associate, you will play a pivotal role in guiding... ...skills to provide strategic tax planning and compliance advice- Drafting and...Full timeH1b$90k - $120k
...execution of risk-based audits across the Wealth Management and Private, Personal &... ...is responsible for assisting with audit planning, executing fieldwork, and supporting audit... ...locations will be subject to the pay range associated with that location. Additional total...Full time2 days per week$233.76k
...Tilly is a leading advisory, tax and assurance firm, providing... ...on High Net Worth Individual, Estate, and Trust tax consulting to join... ...with leaders in our Private Wealth practice, you will build a differentiated... ..., including significant planning engagements, audits, appeals,...Full timePrivate practiceLocal areaWorldwide- Tax ManagerPosition OverviewWe are seeking a seasoned... ...lead tax compliance, planning and advisory services... ...individuals, trusts and estates, partnerships, corporations... ...of senior staff and associates; establish and enforce... ...for clients with complex wealth and business structures...Local area
$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...aspects of tax engagements, from planning to completion, to include... ...individual, fiduciary, gift and estate and other tax returns, ensuring... ...strategies that optimize wealth preservation, charitable giving...Full timeLocal area- ...Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships... ...management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals and...Full timeTraineeshipSummer workSummer internshipImmediate start
JPMorgan Chase & Co.
New York, NYmore than 2 months ago $103k - $130k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax... ...of quality, practical income tax planning services. Working within a small team environment...Permanent employmentTemporary workWork experience placementWork at officeFlexible hoursCorient Capital Partners
New York, NY2 days ago- ...Most HNW tax roles keep you focused on one piece of the client relationship... ...of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This is... ...the role. You'll help clients plan ahead, oversee their financial...Work at office
Talnt
New York, NY3 days ago - ...enabling them to preserve their wealth for future generations, and... ...and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to sophisticated... ...and families, trusts, estates and private foundations. Responsibilities...Permanent employmentTemporary workWork experience placementWork at officeFlexible hours
CI Financial Careers
New York, NY4 days ago - ...Range Tax Preparer/Client Support Specialist Range is creating AI-powered solutions... ...for our members. We're transforming wealth management through the perfect blend of... ...needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive...Work at officeRelocationMonday to Friday
RANGE
New York, NY1 day ago $221k - $273k
...achieve. Their New York office is seeking a Tax Associate with 3 to 5 years of experience. This... ...issues in corporate, financial, real estate and art transactions. Strategic... ...high-net-worth individuals on tax and wealth planning matters. Requirements 3 to 5 years of...Full timeWork at officeParker Placements NY, Inc.
New York, NY2 days ago$100k - $150k
...firm's services include: investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning... ...services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts,...Work at officeLocal areaImmediate startRemote workFocus Financial Partners Inc.
New York, NY2 days ago$150k - $200k
...Tax ManagerNew York, NY, USA; Norwalk, CTVerition Fund Management... ...and their related trusts, estates, and personal investment entities... ...and review the compliance and planning work performed by the firm's external... ...giving strategies, and wealth transfer initiatives.Assist with...Work experience placementWork at officeLocal areaVerition Group LLC
New York, NY5 days ago$135k - $230k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...aspects of tax engagements, from planning to completion, to include... ...individual, fiduciary, gift and estate and other tax returns, ensuring... ...strategies that optimize wealth preservation, charitable giving...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Associate — Wealth & Estate Planning. Be the first to apply!
Related searches
- tax associate attorney New York, NY
- income tax preparer New York, NY
- tax accountant part time New York, NY
- senior tax associate New York, NY
- tax specialist New York, NY
- international tax associate New York, NY
- tax advisor New York, NY
- sales & use tax accountant New York, NY
- tax examiner New York, NY
- tax accountant New York, NY