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
$74k - $138k
...an experienced Audit Professional to conduct audits for the Wealth Management group, ensuring management and internal control processes are... ...on risk management and governance systems. This role supports remote work, with 50% time in the Chicago or Milwaukee office and boasts...Remote workSeniorWork at office- 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
$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- 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
$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- ...~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
- 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 jobSeniorFull time
- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses... ...portfolio management, and assisting a Senior Financial Advisor. Candidates should... ...a plus. Competitive compensation and remote work flexibility are offered. #J-18808-...Remote workSeniorWork at office
$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$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$114k - $165.3k
Empower in Portland is seeking a Senior Private Wealth Advisor to lead client advisory initiatives for high-net-worth households. The ideal... ...experience in financial services and be proficient in wealth management strategies. Responsibilities include providing tailored...Remote jobSenior- 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
- ...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
- A financial services provider in Atlanta is seeking a Wealth Management Portfolio Manager responsible for constructing and managing investment... ..., and strong analytical and interpersonal skills. This is a full-time, non-remote position. #J-18808-Ljbffr United CommunityRemote workSeniorFull time
- ...Community Credit Union in Peachtree City is seeking a Wealth Advisor to provide high-level wealth management and financial planning services. You will mentor... ...management, and a CFP® designation. The role includes no remote work options and offers a comprehensive benefits...Remote workSenior
- ...driven Executive Recruiter specializing in the insurance and wealth management sectors. The successful candidate will manage a personal book... ...autonomy and opportunities to drive revenue in a growing practice. Remote work option available. #J-18808-Ljbffr Lyneer Search GroupRemote workSenior
- Us Bank in Cincinnati is seeking a Private Wealth Management professional to develop and manage relationships with high-income clients. This... ...in-office expectation for 3 days per week and flexibility for remote work. Us Bank offers a competitive salary range and...Remote workSeniorWork at office3 days per week
- MFS International Australia Pty Ltd is seeking a Senior Regional Consultant specializing in Wealth Management in California. This role involves selling MFS investment products through various intermediaries while managing client relationships. Applicants should have a...Remote jobSenior
- Plancorp, based in St. Louis, is looking for experienced Wealth Managers and Senior Wealth Managers to join their team. Candidates should have 5+... ...environment with a focus on professional development, and is open to remote candidates willing to travel to the STL HQ. #J-18808-Ljbffr...Remote workSenior
- 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
$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- 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
- Qode is seeking a Senior Data Lead Engineer based in Fort Mill, SC. This role focuses... ...optimizing enterprise-scale data platforms for wealth management. Candidates should have over 10 years... ...is hybrid, offering a blend of remote work and on-site collaboration with business...Remote workSenior
$77k - $214k
Overview PwC’s Tax Services team focuses on providing advice and guidance to clients on tax planning, compliance, and strategy. The... ...regulations (or commitment to pass the CPA exam before promotion to Manager). Desirable Qualifications Innovating through new and existing...Senior- ...contract, and temporary services. Role Description This is a full‑time hybrid role for a Senior Wealth Management Advisor, located in Livonia, MI, with the option for some remote work. The Senior Wealth Management Advisor will be responsible for providing comprehensive...Remote workSeniorPermanent employmentFull timeContract workTemporary work
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus Overview We’ve partnered with a growing financial services platform expanding its advanced planning and fiduciary solutions across the advisor channel. This is a high...Remote workSeniorLocal area
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