Hybrid Tax Advisor, High-Net-Worth Planning
$85k - $110kWealth Enhancement Group
Wealth Enhancement Group seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for clients. This hybrid role requires collaboration with Financial Advisors and adherence to CPA/EA/JD standards. The position emphasizes planning, research, and proactive client service, with salary from $85,000 to $110,000 and comprehensive benefits. Industry knowledge and AI literacy are valued. #J-18808-Ljbffr Wealth Enhancement Group
$57.75k - $126k
...personalized financial planning with our team-based Roundtable... ..., please visit Tax Advisor This role is accountable for delivering high-quality tax advice,... ...interactions. This is a Hybrid position. In the spirit... ...Experience preparing high net worth individual tax returns...High net worthFull timeTemporary workFlexible hours- ...Description Job Description Tax Associate / Senior Tax... ...Associate Location: Houston, TX (Hybrid – 3 Days In Office)... ...partnerships, corporations, high-net-worth individuals, and other complex... ...entities Assist with tax planning, research, and consulting projects...High net worthWork at officeLocal areaFlexible hours3 days per week
$91k - $321.5k
...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth individuals and privately owned businesses, using your tax planning skills to help clients navigate complex...High net worthFull timeH1b$73.5k - $212.28k
...FinanceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you...High net worthFull timeH1b$55k - $151.47k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice,...High net worthFull timeH1b- ...traditional accounting and tax support. Our Vision... ...is to act as a central advisor and trusted influence,... ...We're looking for a highly motivated Tax Associate... ...preparation, compliance, and planning for a variety of... ...partnerships, and high-net-worth individuals. You'll gain...High net worthInternshipWork at office
- ...Are you a talented Tax Manager looking for a stronger opportunity... ...and life outside of work? Hybrid Schedule – 2 Days in Office... ...held businesses. Lead tax planning and compliance engagements for... ...for businesses, owners, and high-net-worth individuals. Collaborate with...High net worthWork at officeLocal areaRemote work2 days per week
$140k - $175k
...pass through business tax with world-class clients... ...in a fully remote (or hybrid if local) work environment... ...We are seeking a highly motivated and experienced... ...compliance, consulting, and planning for a portfolio of... ...Partnerships and high net worth individuals. Experience...High net worthLocal areaRemote workFlexible hours- ...skilled and relationship-oriented Tax Specialist to join our Tax... ...team, supporting ultra-high net worth families and private foundations... ...specific tax matters and income tax planning opportunities Support gifting... ...external CPA firms A trusted advisor who provides thoughtful...High net worthWork at office
$110k - $150k
Senior Tax Manager - Hybrid Opportunity with Established Firm | $$$ This Jobot... ...businesses, entrepreneurs, high-net-worth individuals, families, and... ...us to act as trusted advisors rather than just service providers... ...tax compliance and planning engagements, and mentoring...High net worthFor contractorsWork at officeLocal area$120k - $165k
...Description Job Description Tax Manager – Public... ..., TX Work Style: Hybrid or In-Office... ...and serve as a trusted advisor to clients. The firm values... ...communication and tax planning discussions Lead, mentor... ...working with high-net-worth individuals, trusts, or...High net worthFull timeWork at officeFlexible hours3 days per week$100k - $239.4k
...innovative advisory, assurance and tax services to our clients. We... ...our Texas market on a hybrid schedule (average 3 days/week... ...business issues, and recognize tax planning opportunities. Candidates... ...returns Build and serve our high net‑worth individual clients with...High net worthWork experience placementWork at officeLocal area3 days per week- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the... ...location, as EisnerAmper follows a hybrid working model and has offices available... ...Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families,...High net worthTemporary workPrivate practiceWork at officeLocal area
$100k - $239.4k
...innovative advisory, assurance and tax services to our clients. We... ...our Texas market on a hybrid schedule (average 3 days/week... ...business issues, and recognize tax planning opportunities. Candidates... ...returns Build and serve our high net-worth individual clients with...High net worthWork experience placementWork at officeLocal area3 days per week$105k - $171.6k
...innovative advisory, assurance and tax services to our clients. We... ...Houston, TX market on a hybrid schedule (average 3 days/week... ...business issues, and recognize tax planning opportunities. Candidates... ..., professional services, and high net worth individuals Manage...High net worthWork experience placementWork at officeLocal area3 days per week- ...offering best-in-class tax, accounting,... ...to dynamic businesses, high-net-worth individuals, and family... ...tax engagements from planning through delivery, including... ...of service and trusted advisor status; Develop and mentor... ...Land office on a hybrid schedule. Prosperity Partners...High net worthWork at officeLocal area
- ...AnalystLocation: Houston, TX or Dallas, TX or Austin, TXModel of Work: Hybrid (Working on-site and in-office a minimum of 2 days/week) if... .../BS degree in relevant field 2-4 years of Financial Planning & Analysis (or similar) experienceAdvanced knowledge of MS Office...Local areaRemote work2 days per week
$125k - $150k
Tax Manager - HYBRID Opportunity | Excellent Compensation $ | Growing Investment... ...privately held businesses, high-net-worth individuals, family offices... ...consulting, and strategic planning services designed to help... .... Serve as a trusted advisor to clients on tax and business...High net worthLocal area$120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,... ...work, this opportunity is worth a conversation. We're... ...to focus on tax strategy, planning, and client relationships .... ...advisor to business owners and high-net-worth clients, helping them...High net worthRemote work- ...growing energy infrastructure company is looking for a Tax Manager to lead tax compliance and planning for partnerships. This position requires a Bachelor's... ...advising on tax regulations. The company provides a hybrid schedule and a competitive benefits package. #J-18808...
- ...O&M, and procurement teams. A minimum 10 years' experience and a Bachelor's degree are required to support CAPEX/OPEX planning. The position is hybrid with a minimum three days in the office, reflecting Repsol's commitment to safe, collaborative project #J-18808-Ljbffr...Work at office
- ...passionate about financial planning, investment management... ...Location Type Hybrid Company Overview... ...management firm serving high-net-worth individuals and families... ..., financial planning, tax strategy, and estate... ...experienced financial advisor who has built a book of...High net worthPermanent employmentFull timeWork at office
- ...collaboration with Financial Advisors and Management, help propel... ...calls Handle a high volume of phone calls from... ...Wealth Management advises high-net-worth clients on planning for—and living with—the complexities... ...Flexible time off Hybrid work model Mentoring...High net worthWork at officeWorldwideFlexible hours
- ...management guidance to High Net Worth clients. Join Vanguard as a Wealth Advisor Are you a Certified Financial... ...by providing financial planning solutions using our time... ...to investment advice, tax strategies, legacy and... ...Vanguard has implemented a hybrid working model for the...High net worthLocal areaRemote work
- ...Our client provides a complete range of tax, assurance, and consulting services to a diverse... ...a focus on estate and business succession planning, income tax reduction strategies, and complex multi-entity structures for high-net-worth individuals and privately held businesses....High net worth
- Mission Wealth Management Lp is seeking a Tax Administrator in Houston, TX to join a high-performing tax team. You will support... ...documents, and work closely with wealth advisors to deliver tax-centric planning for high-net-worth families. The ideal candidate has 1-2 years...High net worthWork at office
- ...services — and Grant Thornton Advisors LLC (not a licensed CPA... ...offerings, including tax and advisory services. In... ...Consistent with the firm’s hybrid work model, this position... ...income, estate, and gift tax planning strategies for high net worth, closely held business and...High net worthWork at officeFlexible hours2 days per week
- MaloneBailey, LLP in Houston is seeking a Tax Staff for preparing tax returns and assisting with tax planning. The role involves working closely with clients and requires excellent analytical and communication skills. The ideal candidate will have 0-3 years of professional...Full timeWork at officeRemote work
- ...accountable for the full software delivery lifecycle, including planning, design, implementation, support, and continuous improvement.... ...and organizational objectives.This position offers a flexible hybrid work schedule that includes both in-office and remote work and...Work at officeLocal areaRemote workWorldwideFlexible hours
- Job Summary:The Senior Tax Manager is responsible for providing... .... Job Duties:Performs tax planning, preparation and research for... ...working together to serve our high net worth clients with timely responses... ...software toolsActs as a Career Advisor to associates and senior...High net worthWork at office
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