Senior Tax Director — High Net Worth Client Advisory
Dean Dorton
Dean Dorton is seeking an experienced Tax Associate Director to lead engagements for high net worth individuals, coordinating across entities and professionals. The role focuses on strategic tax planning, compliance, and client relationship management. The ideal candidate is a CPA with a strong background in high net worth taxation, multi-entity structures, and advisory services. Travel may be required as part of client engagements and firm initiatives. #J-18808-Ljbffr Dean Dorton
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- ...Senior Tax ManagerWe are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role...SeniorHigh net worthTemporary work
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- ...Job Description Job Title: Senior Tax Manager – HNW, Partnerships... ...for our technical expertise, client-first culture, and... ...balance. We specialize in serving high-net-worth individuals, partnerships, and... ...in complex tax strategy and advisory ~ Collaborative Culture –...SeniorHigh net worthFull timeRemote workHome office
- Waverly Advisors, LLC in Cincinnati, OH, seeks a Tax Advisor to deliver sophisticated tax planning and preparation for high-net-worth individuals, families, trusts, and closely-... ...Advisors and Financial Planners to optimize client outcomes. The ideal candidate has CPA or EA...SeniorHigh net worth
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- U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking and investment professionals around high net worth clients. You will focus on retention and growth of client relationships and partner with product specialists to deliver comprehensive financial...SeniorHigh net worthWork at officeRemote workFlexible hours
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...and compliance services to high-net-worth individuals and privately-owned... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorHigh net worthFull timeH1bRemote work- Senior Tax Accountant | Tax Supervisor - REMOTE A well‑established professional services firm is seeking a Tax Accountant to support a diverse client base of growing businesses and high‑net‑worth individuals. This position blends traditional tax preparation with exposure...SeniorHigh net worthRemote jobWork at office
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual... ...the ability to interact with clients on their personal tax matters... ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... ...entry-level employees to senior leaders, we believe there’s...High net worthWork at officeLocal area$110k
...Job Description Senior Tax Advisor - Dental Practice... ...long-term wealth. Our clients include dentists,... ...surgeons, and other high-net-worth business owners who need... ...business. This is a true advisory role for someone who... ...to grow into a Director, Practice Leader, or...SeniorHigh net worthFull timeRemote workFlexible hours- ...makes up one of the largest advisory firms in the United States.... ...recognized best place to work. About Tax Services Dean Dorton's tax... ...solutions to our clients, serving a wide variety of entity... ...The Role The Tax Associate Director, High Net Worth Individuals leads and manages...High net worthWork at officeLocal areaNight shift
$135k - $140k
Cincinnati, OHActively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate... ...an independent investment financial advisory firm that specializes in retirement planning... ...solutions and advice to help clients achieve their goals and plan strategically...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours$105k - $161.3k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...estate, professional services, and high net worth individualsManage engagements and... ...communication abilitiesLead Tax Staff and Seniors in a dynamic...High net worthFull timeWork experience placementWork at officeLocal area- ...Tax Manager We are seeking a strategic... ...compliance, drive high-level tax planning... ..., and high-net-worth individuals. Strategic... ...guidance. Advisory Services: Act as a... ...leadership or external clients on technical tax... ...Trajectory: Clear path to Director or Partner-level...High net worthFlexible hours
- ...Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate... ...5 years of experience in wealth management or financial advisory. Strong networking and communication skills are essential....High net worthWork at officeFlexible hours
- Cerity Partners Management LLC is seeking a detail-oriented Senior Tax Associate for its Cincinnati office. This role involves... ...entity tax returns while delivering exceptional service to high-net-worth clients. The ideal candidate will have 3-5 years of relevant experience...SeniorHigh net worthWork at office
- ...Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated... ...delivering exceptional service to high‑net‑worth clients? If so, you may be a great fit for our... ...team. We are seeking a detail‑oriented Senior Tax Associate who takes pride in...SeniorHigh net worthWork experience placement
- ...professional services firm is looking for a Remote Senior Tax Accountant to prepare tax returns and provide strategic... ...advice. This role involves working with a diverse client base, including businesses and high-net-worth individuals, and offers opportunities for growth in...SeniorHigh net worthRemote job
$99k - $266k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve... ...and transition. Our team helps our clients design and implement personal and... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting...High net worthFull timeH1b- MAI Wealth Management, Inc. is seeking a seasoned Portfolio Manager to implement its investment strategy for high net worth clients and families in Cincinnati. The role may involve participation in various investment committees and collaboration with financial planners...SeniorHigh net worth
- Allworth Financial in Cincinnati, OH seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements and collaborate across estate, tax, business, and liquidity planning with the Wealth...SeniorHigh net worth
- Allworth Financial in Dallas, TX seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients. You will lead complex engagements in estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating...SeniorHigh net worth
$120k - $160k
...Description Job Title: Tax Manager Position... ...compliance, planning, and advisory services for a diverse and sophisticated client portfolio. This role is... ..., working closely with high-net-worth individuals, closely-... ...and review the work of senior and staff accountants,...High net worthSummer workImmediate startRemote workHome officeFlexible hoursWeekend work- ...provide immigration sponsorship for this positionThe RoleAs a Senior Client Service Manager for Reimbursement Accounts, you will serve as... ...streamlining processes, and advocating the voice of the client to ensure high service standards while driving business growth.This is an...SeniorFull time
- ...Wealth Management division seeks an experienced professional to develop, manage, and retain full-service relationships with high net worth clients. You will provide high-level financial guidance, ensure regulatory compliance, and support the growth of private banking...SeniorHigh net worthWork at officeFlexible hours
$100k - $125k
...for individuals, firms, and clients alike. That’s why we’ve built... ...profession. Job Summary The Tax Manager is responsible for... ...tax planning, consulting, and advisory engagements for clients • Supervise... ...nonprofit organizations, and high-net-worth individuals throughout the...High net worthTemporary workWork at officeLocal areaImmediate startFlexible hours- ...professional services firm in Cincinnati is seeking a Tax Senior Accountant to manage tax engagements including preparation... ...competitive compensation and comprehensive benefits, aiming to foster client relationships and deliver high-quality service. #J-18808-Ljbffr UHY-USSenior
$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement... ...Tax - Real Estate Senior Manager, you will... ...in guiding our clients through the... ...judgment, and developing high-performing, diverse... ...tax compliance and advisory projects for financial... ...Park; TX-Fort Worth; NC-Greensboro; CT-...SeniorFull timeH1bLocal area- ...Descriptions & requirements Overview:The Director of Tax will lead the tax strategy, planning,... ...accounting firms within the Private Client Services / Family Office / Partnership... ...wealth transfer strategies for high-net-worth individualsExperience overseeing complex...High net worthWork at officeLocal area
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