Tax Partner - High Net Worth (REMOTE)
$200k - $300kJobot
Job detailsTax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / EquityThis Jobot Job is hosted by Joseph SipoczAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $200,000 - $300,000 per yearA Bit About UsWe are a mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.Why join us?Partner pathHigh net worth focus - average client is over $10 million in net worthHybridUnlimited PTOPaid holidaysMedical/dental/vision401K matchJob DetailsResponsibilitiesProviding comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.Providing thought leadership and contributing to the firm's growth and development by identifying new business opportunities and participating in marketing initiatives.Experience with trust, estates, wealth planning.QualificationsA bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.A commitment to delivering exceptional client service and contributing to the firm's growth and success.If you are a seasoned tax professional with a passion for serving high net worth clients and a desire to take your career to the next level, we invite you to apply for this exciting opportunity.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.J-18808-Ljbffr
$200k - $350k
Jobot is looking for a Tax Partner - High Net Worth to join our dynamic firm. This remote/hybrid role offers a significant opportunity for seasoned tax professionals to provide strategic tax planning and compliance services to high net worth clients, with potential for...Remote jobTaxHigh net worth- Aprio Talent Solutions is seeking an Estate & Trust Tax Partner for a well-regarded public accounting firm. This remote role focuses on leading tax planning and compliance for high-net-worth clients, requiring 10+ years of experience and an active CPA license. Responsibilities...Remote jobTaxHigh net worth
- A mid-sized tax firm seeks an experienced Tax Partner - High Net Worth to join their team remotely. This role involves providing strategic tax planning and compliance services for high net-worth clients, overseeing tax returns, and developing tailored tax strategies. Ideal...Remote jobTaxHigh net worth
$300k
...Consultant - Specializing in Tax, Audit, Accounting, Legal... ...Services Professionals. Tax Partner - Fully Remote Compensation: Base salary +... ...Accounting Firm. Combining a high-touch client experience with... ...Responsibilities: Serve high-net-worth individuals, trusts, and estates...Remote workTaxHigh net worthFull timeFlexible hours$210k - $270k
...growing Law firm who are looking to add a Tax Partner to their team. The company has enjoyed... ...a similar tax background focusing on high-net-worth individuals to join their team as they... ...holidays and unlimited PTO. ~ Hybrid / Remote working ~ Bonus ~$210,000 - $270,00...Remote workTaxHigh net worthPrivate practiceImmediate start$220k - $250k
...firm adding leaders to their tax practice! Salary: $220,000 -... ...leaders. We are seeking Tax Partners who are interested in joining... ...and our people. Why Join Us? Remote & Hybrid options!... ...Corporations Experience with High-net-worth individual tax planning and compliance...Remote workTaxHigh net worthLocal area- ...in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice... ...closely held businesses and high-net worth individuals and families in... ...work schedule with a hybrid remote/in-office presence. Job Requirements...Remote workTaxHigh net worthWork at officeRelocationFlexible hours
- ...Connections is seeking a Founding Estate Planning Partner in New York, NY. This remote role requires an experienced estate planning... ...Responsibilities include leading estate planning and tax compliance services for high-net-worth clients. The position offers a conservative...Remote jobTaxHigh net worth
- ...Description This is a remote position. About the Opportunity... ...estate planning and tax compliance. We are... ...opportunity designed for a highly experienced estate... ...Founding Estate Planning Partner, you will work closely... ...platform Advise high‑net‑worth and ultra‑high‑net‑worth...Remote workTaxHigh net worth
- Job Description RPM Partners ( is seeking a Turnaround and Restructuring... ...proposals. This is a fully remote position. What it Means... ...of the largest accounting, tax, and business advisory firms,... ...entities as well as high-net-worth individuals, family offices,...Remote workTaxHigh net worthWork at officeLocal area
$190k
...Tax Senior Manager/Partner – High Net Worth – Remote Tax Senior Manager/Partner – High Net Worth – Remote 20 hours ago Be among the first 25 applicants Direct message the job poster from Advice Personnel Executive Recruiter at Advice Personnel - A&F - New York...Remote workTaxHigh net worth16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours$120.8k - $231.87k
...Tilly is a leading advisory, tax and assurance firm,... ...services to Baker Tilly Partners, including tax preparation... ...from any location - fully remote work is allowed . West Coast is highly preferred . As one of the... ...review and planning for high net worth individuals. Multi-state...Remote workTaxHigh net worthLocal areaWorldwide- ...clients. Lead the future of tax and tax advisory... ...centric Tax Director / Partner and help lead one of Wisconsin... ...and develop a high-performing tax team, fostering... ...entities and high-net-worth individuals. Working... ...time options with partial remote work available...Remote workTaxHigh net worthFull timeLocal areaImmediate startFlexible hours
$220k - $250k
...accounting and advisory firm based in Ohio, is looking for experienced Tax Partners to join their award-winning team. This role emphasizes strong... ...salary range of $220,000 to $250,000 per year, Jobot offers remote and hybrid work options, along with a clear partner track and...Remote jobTaxHigh net worth- ...Job Description Job Description Senior Tax Attorney or Partner Trusts and Estates Partner Position Overview We are seeking an... ...and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal...TaxHigh net worthOngoing contractLocal area
- A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. The role includes advising high-net-worth individuals and firms on complex estate planning and wealth transfer matters. Candidates...TaxHigh net worth
- RSM US LLP is seeking an experienced Tax Partner to join its Ultra High Net Worth (UHNW) team in New York. The ideal candidate will provide tax planning and compliance services to high-net-worth clients, including management companies, trusts, and individual investors....TaxHigh net worth
- A leading accounting firm in New York is seeking a Tax Principal or Tax Partner to join their team. This role involves advising high-net-worth clients on complex tax matters, expanding the tax practice, and mentoring team members. Candidates should possess a strong background...TaxHigh net worth
- ...candidate will develop comprehensive estate plans, advise clients on tax implications, and manage the probate process. Candidates must... ...over 10 years of relevant experience, particularly with high net worth clients. This role promises a collaborative and supportive work...TaxHigh net worth
$250k
NPAworldwide is seeking a Trust & Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’s degree in law, accounting, finance, or a related field, along with CPA...TaxHigh net worth- A leading professional services firm seeks a Tax Partner to lead tax engagements and advise high net worth families. This role demands over 12 years of experience in public accounting, with a focus on complex family office taxation. Ideal candidates possess a CPA or JD,...TaxHigh net worthWork at office
- ...financial advisory firm in Austin, TX, is seeking an experienced Tax Partner to lead their tax practice. The ideal candidate will have... ...experience and a proven track record working with high-net-worth clients. Key responsibilities include developing sophisticated...TaxHigh net worth
- ...accounting firm in Chicago is seeking an experienced Tax Partner to oversee tax operations and guide high-level client engagements. This role involves... ...mentoring tax professionals, and advising ultra-high-net-worth clients. The ideal candidate must have at least 12-...TaxHigh net worth
- Cherry Bekaert seeks an experienced Tax Partner for its Boston office. In this role, you will lead a team focused on tax compliance and outsourcing for middle-market clients. The ideal candidate will have an active CPA license, business taxation experience, and strong leadership...TaxHigh net worthWork at office
- A prominent accounting firm in San Francisco is seeking an experienced Tax Partner to lead tax engagements and provide innovative solutions for family offices and ultra high net worth families. The ideal candidate will have over 12 years of public accounting or family...TaxHigh net worthWork at office
$220k
...is a long-established advisory and tax practice with a multi-state footprint, known for its high-end private client services. They support ultra-high-net-worth families, closely held entities,... ...senior-level Trust & Estates Tax Partner to lead a dedicated private client...TaxHigh net worth$90 - $120 per hour
...EY is seeking a Seasonal Tax Manager in Miami, FL to support private client services by reviewing complex... ...returns and offering strategic tax planning for high-net-worth individuals and families. You will collaborate remotely within the US, focusing on individual tax...Remote workTaxHigh net worthHourly paySeasonal work- Synergy Search is looking for a Tax Partner to join their established public accounting firm in Maryland. This position focuses on managing high net worth individual tax client portfolios, overseeing returns, and mentoring senior staff. Applicants should have over 10 years...TaxHigh net worth
$115k - $160k
...an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring... .... This position offers a salary range of $115,000 - $160,000, with remote flexibility. #J-18808-LjbffrRemote workTaxHigh net worth- A leading accounting and advisory firm is seeking a Tax Partner in Chicago. This role focuses on delivering tax advisory solutions to high-net-worth individuals and family offices. Key responsibilities include leading client engagements, advising on complex tax planning...TaxHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Partner - High Net Worth (REMOTE). Be the first to apply!
- operating partner New York, NY
- senior partner marketing manager New York, NY
- partner channel marketing manager New York, NY
- associate partner New York, NY
- channel partner New York, NY
- tax partner New York, NY
- partner operations manager New York, NY
- global partner manager New York, NY
- partner relations manager New York, NY
- partner manager New York, NY


