Senior Tax Associate - Wealth Management (Remote)
$90k - $95kProven Recruiting
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 pursuits with an expected salary range of $90,000-$95,000. Ideal candidates have a Bachelor's in Accounting and 2-4 years of public accounting experience. Join a team focused on quality and client success in a supportive environment. #J-18808-Ljbffr
$100k - $120k
...Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients,... ...salary range of $100,000 to $120,000 annually, with remote work flexibility and a comprehensive benefits...Remote workSenior$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ..., automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others...SeniorFull timeH1b$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorH1b$90k - $125k
...executives and partners in management consulting, finance, and other... ...our team (including seven Wealth Advisors) and with clients nationwide... ...-cost, broadly-diversified, tax-efficient portfolios of... ...: We seek a Tax Senior Associate to join the Tax team at Geometric...Remote workSeniorHourly payFull timeWork experience placementSelf employmentImmediate startHome officeFlexible hours$70k - $135k
...refreshing departure from the traditional LA tax world. We are a boutique tax and... ..., providing comprehensive tax advisory, wealth management, and business consulting services. We take... ...subsidy Vision Insurance Life Insurance Remote-friendly culture with team-oriented perks...Remote workSeniorWork at officeMonday to Friday- A premier wealth management firm in Midtown Atlanta is seeking an experienced Tax Associate to join their team. This role includes preparing tax returns for businesses and... ...managing multiple assignments within a hybrid remote work environment. Ideal candidates will have...Remote workWork at office
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorFull timeH1b$115k - $130k
...Wealth Enhancement Group, LLC is looking for a Senior Financial Planner who will support Advisors in creating comprehensive financial plans and provide technical expertise. This is a fully remote position with a competitive salary range of $115,000 to $130,000, along with...Remote workSenior- ...Job Description Job Description Tax Manager/Senior Opportunity for a driven entrepreneurial minded professional with partnership... ...audit, accounting, tax compliance and planning with a robust wealth management practice, becoming the leading trusted adviser to...SeniorLocal area
- ...The Variable Annuity Life Insurance Company in Houston, Texas, is seeking a Wealth Management Financial Advisor. Responsibilities include client acquisition through various channels and utilizing financial planning tools to meet clients’ needs. Candidates should have over...Remote workSeniorWork at officeWork from home
- ...A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial...Remote workSeniorFull time
$87.4k - $123.4k
...Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park, Kansas. In this role, you will lead a dedicated... ...in financial services, with a strong background in wealth management strategies. The position offers a competitive salary between...Remote workSenior$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath. Your actual pay... ...house services spanning investment management, advanced tax planning, and multi‑generational wealth strategies....Remote workSeniorFull timeWork at officeFlexible hours- ...Cain Watters & Associates, based in Frisco, Texas, is seeking a Financial Planner to deliver... ...comprehensive financial planning and wealth management services. The successful candidate will... ..., providing guidance on portfolios, tax strategy, and business planning. Key responsibilities...Remote workSeniorFull time
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves... ...analytics and investment software are essential. This position is remote and offers full-time employment. #J-18808-LjbffrRemote workSeniorFull time
- ...seeking a 1st Vice President, National Accounts for its Private Wealth Group. In this role, you will drive fundraising campaigns and support... ...with National Wirehouses and Banks. This position can be remote, but candidates in the NY Metro area are preferred. AltsWire promotes...Remote workSenior
- 100 Raymond James & Associates, Inc. is seeking a Sr. Business Analyst to join the Wealth Management Technology team in St. Petersburg, FL. This role focuses on delivering... ...work schedule is offered, combining office and remote work. The position comes with a robust...Remote workSeniorWork at office
- ...President of Strategic Partnerships for their Private Wealth Group in New York. This full-time role involves managing fundraising campaigns and leveraging... ...skills and experience in sales support initiatives. Remote work may be considered for strong candidates in the...Remote workSeniorFull time
- ...Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...Remote workSenior
$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...Remote workSenior- ...driven Executive Recruiter specializing in the insurance and wealth management sectors. The successful candidate will manage a personal book... ...role offers high autonomy and opportunities to drive revenue in a growing practice. Remote work option available. #J-18808-Ljbffr...Remote workSenior
$175k - $240k
...Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring... ...objectives. Applicants should possess over 15 years of wealth management experience and demonstrate exceptional relationship...Remote workSenior- ...~10+ years of experience in QA/Test Management ~ Strong expertise in Wealth Management domain (e.g., portfolio management, trading, client onboarding, reporting) ~ Proven experience in leading large-scale integration testing programs ~ Strong understanding...Remote workSeniorFull time
- ...Join Winthrop Wealth as the Senior Business Development Specialist. This senior role focuses on disciplined prospect engagement and documented... ...while building long-term advisory relationships. Located remotely within the U.S., the position offers an estimated target compensation...Remote workSenior
- ...boutique finance, accounting, tax, and strategy firm ( built... ...support to entrepreneurs and management teams building scalable,... ...experienced, process-driven Senior Associate to join our developing and expanding... ...-motivated while working remotely, with a “can-do” attitude,...Remote workSeniorPermanent employmentFull timeWork at officeWork from homeMonday to FridayFlexible hoursShift work
- ...United Community Bank is looking for a Wealth Management Portfolio Manager in Brentwood, Tennessee. The role involves constructing and managing... ...build relationships with clients. This is a full-time, non-remote position that requires an undergraduate degree, with...Remote workSeniorFull time
$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role... ...high-net-worth clients, applying advanced tax strategies, and mentoring junior planners. This remote position offers a competitive salary of up...Remote workSeniorFlexible hours$76k - $125.3k
...Ernst & Young Oman is seeking a Senior Analyst in their Financial Services EY EDGE Wealth and Asset Management practice in Tucson, Arizona. This role entails delivering tax compliance and consulting work, fostering client relationships, and overseeing team performance...Remote workSenior$100k - $150k
...Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships...Senior- A financial services firm seeks a Wealth Management Portfolio Manager to design and manage investment portfolios for high-net-worth individuals... ...ability to build client relationships. This full-time, non-remote role requires adherence to the bank's compliance standards...Remote workSeniorFull time
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