Tax Associate — Family Office for UHNW Clients
$55k - $75kPathstone
Pathstone is seeking a Tax Associate for its Englewood office. This role involves delivering precise tax and family office services to clients. You will manage tax returns and projections, conduct research, and prepare materials for client meetings. With a compensation range of $55,000 - $75,000, the position requires a bachelor’s degree in accounting, along with essential skills in public accounting and tax research. The company fosters a supportive culture with comprehensive benefits. #J-18808-Ljbffr Pathstone
$55k - $75k
Pathstone is seeking a Tax Associate in New York to provide timely and accurate tax services for clients. You will handle tax projections and returns, conduct research, and... ..., and is familiar with high net worth families. The position offers a starting salary between...Work at office$120k - $140k
...move beyond traditional tax compliance and become a... ...-worth individuals and families? This Jobot Job is... ...A bit about us: Our client is a leading independent... ...management and family office firm serving high-net-worth... ...The Senior Tax Associate will play a key role in...Work at officeFor contractorsLocal areaFlexible hours- Marina Sirras & Associates LLC is seeking a mid-level associate to join its Private Client & Family Office practice in New York. This role focuses on advising ultra-high-net-worth... ...on complex domestic and international tax and estate planning matters. Responsibilities...Work at officePrivate practice
- Client Service Officer Apply (opens in new window) Job Req Id: 2696... ...Job Overview The Client Tax Service Officer is a... ...queries Management of UHNW client relationships,... ...function gaps, highlight associated risks and implement... ...----------------- Job Family Group: Private Client...Work at officeFull time
- ...professional services firm in New York is seeking a Tax Manager specializing in Private Client Services. The role involves managing tax engagements,... ...collaborating closely with high-net-worth individuals and family offices. Ideal candidates have over 5 years of public...Work at officeRemote workFlexible hours
$90k - $120k
...Join a Premier Multi-Family Office with Exceptional Growth,... ...A bit about us: Our client is a nationally recognized... ...financial advisory, tax, accounting, investment... ...sophisticated family office and UHNW clientele Financial... ...The Family Office Tax Associate will support a diverse...Work at officeFor contractorsLocal areaFlexible hours- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome... ...Associate to join the Private Client Services (PCS) practice. This... ...with 3 days a week in office. We are looking for a dynamic... ...Client Services Team connects family owned, closely held businesses...Work at officeTemporary workPrivate practiceLocal area3 days per week
- ...Relationship Manager specializing in HNW Tax & Family Office Services in New York City. The ideal candidate... ...complex tax returns and providing client advisory services. This role offers an opportunity to work closely with UHNW clients while maintaining a balanced work...Work at office
$80k - $110k
Staff Accountant - Fully Remote UHNW Family Office - $80k- $110k + B and company paid benefits The Company: An Ultra-High-Net-Worth Single Family... ...pay across family office and gallery entities Manage sales tax and inventory accounting, particularly for fine art held in...Work at officeRemote jobImmediate start$120k - $140k
...Primary Responsibilities As a Senior Associate in our New York office, your responsibilities would include... ..., business and fiduciary income tax returns including multi-state filings... ...financial concierge services for multiple clients - this includes direct contact with...Work at officeLocal areaFlexible hours- Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York.... ...solutions for ultra-high-net-worth clients. Key responsibilities include leading consolidated... ...operations, particularly with UHNW clients. Join Goldman Sachs to enhance client...Work at office
- ...Description Job Description Tax Manager / Senior... ...-worth individuals and families, but you are tired of... ...be your lane. Our client is a growing CPA firm that... ...their HNW and UHNW individual tax practice... ...attorneys, and family office stakeholders. Lead a...Work at officeLive inRemote workFlexible hours
- A leading family office is seeking a Staff Accountant to manage accounting functions in a fully remote role. Candidates must have over 3 years... ...including oversight of accounts payable and sales tax management. The ideal candidate is detail-oriented and able to...Work at officeRemote job
- ...Accountant to join the Business Management & Family Office practice in our Advisory Department. As... ...Responsibilities : Respond to client inquiries & requests; work closely with... ...to resolve issues. Coordinate with tax and royalty departments as needed....Work at office
$70k - $95k
...Advisors has been helping families amplify and simplify... ..., business management, tax, estate, insurance, and... ...legally bound to act in our clients' best interests —... ...the Tax Team, the Tax Associate is primarily responsible... ...may be in a professional office environment or a...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$85k - $140k
...Tax Senior Associate [Private Client Services Group] Opportunity ID 9458 Department... ...forces can drive opportunity. With offices nationwide, the firm serves organizations... ...practice with a focus on tax services for Family Offices and UHNWIs. We work with clients...Private practiceLocal areaFlexible hours3 days per week$24.46 - $36.69 per hour
...department colleagues on all aspects of the client on-boarding process. Collaborates with... ...2 years of experience in using Microsoft Office applications Additional Qualifications... ...volunteer time Specialized health and family planning benefits including fertility benefits...Work at officeHourly payRemote work$130k - $142k
...advice and novel solutions to our clients' legal issues. We are known... ...50-plus practices and 21 offices in the world's major financial... ...and other critical timelines associated with escalated matters. Communicates... ...status, marital or familial status, domestic partnership...Work at officeLocal areaRemote workVisa sponsorshipWork visa$225k - $310k
...Junior Tax Associate Fenwick & West has one of the nation's leading... ...cutting-edge practice serves clients throughout the United States... ...Monica, or Washington, D.C. office. The ideal candidate will have... ...asset. Helping you and your families achieve and maintain good health...Work at officeTemporary workFlexible hours- ...handling contracts, managing taxes, to streamlining... ...the Opportunity CX Associates are Sydecar's ambassadors... ...based in Seattle with in-office attendance two days per... ..., and we show up for clients and each other with urgency... ...military service, family medical history or genetic...Work at officeBank staffNight shift2 days per week
- ...leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate... ...in Texas and involves assisting clients in private equity and with high-net-worth... ...program, 100% healthcare coverage for the family, and four weeks of PTO. #J-18808-Ljbffr...Remote job
- ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful...Work at office
$225k
...Tax Law Career Opportunity Fenwick is seeking a 3L who is interested... ...our Silicon Valley or Seattle office (consideration will also be... ...a diverse company focused client base ranging from Fortune 500... ...important asset. Helping you and your families achieve and maintain good...Work at officeFlexible hours$70k - $95k
...Tax Associate - New Jersey and New York (Hybrid) New Jersey; New York... ...Mercer Advisors has been helping families amplify and simplify their... ...legally bound to act in our clients' best interests — always.... ...position may be in a professional office environment or a dedicated...Work at officeTemporary workHome officeMonday to FridayFlexible hours$260k - $365k
...Summary DLA Piper is seeking a tax controversy associate with 3-5 years of experience who can... ...pricing), as well as partnerships, family offices, high net worth individuals, and their... ...(both orally and in writing) with clients, in-house tax and legal teams, opposing...Work at officeWork from homeRelocationRelocation package$50 per hour
...Tax Advisor, Wealth Management At BBH, partnership is more... ...is the best way to help our clients and advance our business. We... ...business owners, executives, and family offices to navigate complex tax... ...credential strongly preferred ~ UHNW tax experience required (minimum...Work at officeWork experience placementLocal area3 days per week$140k - $200k
...investment manager, seeks an analytical and detail-oriented Tax Accountant to join our Family Office team. This is a great opportunity to hone existing... ...Filing of estimated payments during the year Associated entity compliance Preparation of trust, LLC, partnership...Work at officeLocal area3 days per week$66k - $84k
...income taxation. Join us in our Rochester office and be part of a hybrid work environment with... ...through collaborative teamwork and direct client relationships. Your primary... ...of Corporate, Partnership, and Individual tax returns, as well as assisting with client...Work at officeCasual workFlexible hours$221k - $273k
...stretches back over 95 years, helping clients seal their critical deals, resolve... ...success of their people. They're a family of smart, productive, and creative lawyers... ...they achieve. Their New York office is seeking a Tax Associate with 3 to 5 years of experience. This...Work at officeFull time- JPMorganChase is seeking an Outsourced Family Office Wealth Planner for the Family Wealth Services team. In this role, you will provide customized family office solutions to ultra-high-net-worth clients, developing comprehensive financial plans and facilitating multigenerational...Work at office
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