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
$70k - $90k
...Join A Growing Family Office And Wealth Management Firm This opportunity is with a well-established... ...Prepare and review federal and state tax returns for individuals, partnerships,... ...Successful Applicant A successful Senior Associate, Tax should have: Bachelor's...Remote workSeniorWork at officeLocal area- ...to be the highest quality provider of wealth management services to those within our sphere... ...year for ten years running and added a Tax Services department, Risk Department,... ...client experience. OPPORTUNITY The Senior Tax Associate will join a growing Tax Services Department...SeniorFull timeWork at office
- JOB DESCRIPTION The JPMorgan Wealth Management Statements & Tax Product team defines and executes on the strategy for 2 client facing reporting products... ...Familiarity with the business services and offerings associated with Chase Ability to influence people at all levels...Senior
$110k - $125k
...Job Description Job Description Senior Tax Associate - Corient (wealth management) Location: Shaker Heights. OH Compensation - $110,000-$125,000 + bonus and rich benefits package Are you ready to step out of the compliance factory and into a role where you...SeniorTemporary workWork at officeLocal area$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 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
$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$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- ...~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
- ...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
$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...SeniorSecond job$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- 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 jobSeniorFull time
$80k - $95k
...looking for an experienced, proactive Tax Senior Associate who is part of a high‐performing team,... ...better way—we want you to run with it. Remote flexibility: Lead and grow without... ...JFS Consulting is a well‐established management consulting firm, founded in 2018, with...Remote workSeniorFull timeWork experience placementWork at officeLocal areaWeekend workAfternoon shift$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex...Senior$160k
...Business Development | Remote USA About Empathy Empathy is transforming... ...role you will The Insurance & Wealth Solutions Team at Empathy... ...life insurance carriers, wealth managers, retirement organizations,... ...the industry. We are seeking Senior Managers for the Midwest, Southwest...Remote workSeniorContract workWork at officeLocal areaWorldwideFlexible hours$114k - $165.3k
...environment, and our associates dedicate thousands of... ...Empower Yourself. The Senior Private Wealth Advisor, Practice... .... While not a people management position, this role will... ...income optimization, tax-advantaged savings strategies... ...or local law. For remote and hybrid positions...Remote workSenior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours- ...A financial services firm is seeking a Senior Financial Advisor to manage high-net-worth clients and provide tailored financial solutions. Ideal candidates... .... The successful candidate will demonstrate expertise in wealth management and possess exceptional interpersonal skills...Remote workSeniorFlexible hours
$136.8k - $198.38k
...environment, and our associates dedicate thousands of... ...in good standing.The Senior Private Wealth Advisor, Practice Lead... .... While not a people management position, this role... ...income optimization, tax-advantaged savings strategies... ...or local law.***For remote and hybrid positions...Remote workSenior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Compliance Specialist establishes and implements an effective... ...basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential...Remote workSenior- A leading tax resolution company is hiring a Remote Senior Tax Accountant responsible for preparing individual and business tax returns. Candidates must have a CPA or Enrolled Agent status, along with 8 years of tax preparation experience. The role includes supervising...Remote workSenior
$220k - $275k
...powers innovation and the future of digital wealth management by processing millions of transactions... ...Awards ABOUT THIS ROLE As a Senior Director, Solutions Architect , you will... ...solutions to accommodate international tax and reporting requirements for cross-border...Remote workSeniorFull timeWork experience placementWork at officeLocal areaImmediate startWork from home3 days per week$250k
...and inclusive environment, and our associates dedicate thousands of hours to volunteering... ...freedom. Empower Yourself. The Senior Manager Advisory & Planning Wealth Management role is focused on... ...state or local law. ***For remote and hybrid positions you will be required...Remote workSenior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$95k - $110k
...A boutique CPA and advisory firm is seeking a Senior Tax Accountant / Tax Supervisor to manage complex tax engagements and provide trusted client advisory... ...skills, and proficiency in QuickBooks and UltraTax. This remote role offers a salary of $95,000–$110,000, with...Remote workSeniorImmediate start$72.7k - $144k
...core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...Description: As an International Tax Senior Associate you will have the opportunity to work on... ...a hybrid work environment that balances remote flexibility with regular in-person...Remote workSeniorFull timeLocal areaWorldwideFlexible hours$170k - $210k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening... ...Hybrid schedule with a combination of remote and office work in a professional office...Remote workSeniorTemporary workWork at officeLocal areaFlexible hours$175k - $210k
...VP / Senior Director, Wealth Solutions Experience Remote, USA Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help... ...? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single...Remote workSeniorTemporary workSeasonal workWork at officeLocal areaHome officeMonday to FridayFlexible hours- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...Remote jobSeniorFlexible hours
- ...Senior Tax Associate CAPTRUST is seeking a Senior Tax Associate to work with team members to... ...with tax compliance and consulting, and wealth management services. The Senior Tax Associate is... ...nature of the role, this is not a remote or work from home position. #LI-Onsite...SeniorLocal area
$70k - $100k
...Senior Tax Associate The Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients' tax and family office... ...: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family...SeniorWork experience placementInternshipWork at officeFlexible hours
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