High Net Worth Tax Principal
Jobtailor
Responsibilities Lead compliance and consulting services to high‑net‑worth individuals, multi‑generational affluent families, family offices Perform technical review of complex tax returns Advise and make recommendations to clients on business succession planning Requirements An undergraduate degree in accounting or law required CPA or JD required Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts Six (6)+ years supervisory experience, mentoring and counseling associates Ability to lead and supervise others, provide exceptional client service #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the High Net Worth Tax Principal in Chicago, IL vacancy
- Baker Tilly Advisory Group, LP seeks a High Net Worth Tax Principal to lead compliance and consulting for wealthy individuals, family offices, and private businesses. You will manage client engagements, mentor staff, and drive proactive tax planning across federal, estate...PrincipalTaxHigh net worth
- Overview Baker Tilly is a leading advisory, tax and assurance firm with a global presence and a strong focus on high-net-worth individuals and private business owners. The High Net Worth Tax Principal role entails leading compliance and consulting services, managing client...PrincipalTaxHigh net worthLocal area
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ...and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...PrincipalHigh net worth
Confidential
Chicago, IL2 days ago - A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...TaxHigh net worth
$110k - $250k
A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive salary ranging...TaxHigh net worthRemote jobFlexible hours- ...I’m currently partnering with a highly sophisticated private client law firm that’s looking... .... The practice represents ultra-high-net-worth individuals, families, family offices, and... ...Assist with sophisticated wealth transfer, tax, charitable, and business succession...TaxHigh net worthWork at office
Verital Advisory Search
Chicago, IL1 day ago - ...Chicago, Illinois, to join a growing private client practice. This role involves working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies. The ideal candidate will have 2 to 5 years of experience, strong client...TaxHigh net worthPrivate practice
- ...Services group in Chicago. This role is designed for an attorney with 2-4 years of experience who enjoys advising high-net-worth individuals on estate planning and tax strategies. You will work alongside seasoned attorneys, gaining exposure to advanced planning techniques in...TaxHigh net worthPermanent employment
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...TaxHigh net worth
- BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors....TaxHigh net worth
- ...Trusts & Estates Attorney (2-5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration, or...TaxHigh net worthPrivate practice
$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...TaxHigh net worth- Northern Trust Corp in Chicago is seeking a Principal Designer to lead design efforts on our flagship wealth management platform. This... ...with cross-functional teams to enhance user experiences for high-net-worth clients. The ideal candidate will possess over 12 years of...PrincipalHigh net worthFull timeFlexible hours
- ...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
- Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience and a CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing...TaxHigh net worth
- CFS, a rapidly growing Chicago-area law firm, seeks a Tax Partner to lead UHNW and Private Client advisory, focusing on high-net-worth client engagements and long-term growth. The role emphasizes strategic leadership, mentoring, and client relationship development in a...TaxHigh net worthRemote job
- Sikich LLP in Naperville, Illinois is looking for a Principal to manage key client relationships and lead strategic business development initiatives. This role demands a strong background in professional services with a focus on engagement profitability and team management...PrincipalTaxFlexible hours
$90k - $110k
...and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short‑...TaxHigh net worthTemporary workLocal areaDormont Manufacturing Company
Chicago, IL1 day ago$100k - $120k
Australia-Employment is seeking a Tax Senior for a hybrid position based in Chicago, IL. The role offers a salary between $100,0... ...public accounting, including expertise in business tax returns and high-net-worth individual tax planning. Join an independent firm that values...TaxHigh net worthSummer work- ...position is ideal for an attorney with 2-4 years of experience who is passionate about advising high-net-worth individuals and families on estate planning, wealth transfer, and tax-efficient strategies. This role offers the opportunity to work closely with experienced...TaxHigh net worthPermanent employment
- ...team in Chicago, IL. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated... ...documents. Administer estate and trust matters. Research tax implications of planning techniques. Prepare client educational...TaxHigh net worth
- * Required field. Our client is a growing, national CPA firm seeking a Tax Director to manage teams and client portfolios, including high-net-worth individuals, family offices, multi-entity businesses, and cross-border operations. Offering direct growth path...TaxHigh net worthLocal area
Truity Partners
Chicago, IL1 day ago $122.3k - $231.87k
...Job Description Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. What: Provide tax compliance, consulting, planning, and...TaxHigh net worthFull timeWork at officeImmediate startRemote workStaff Financial Group
Chicago, IL20 hours ago- ...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
$100k - $120k
...this job. Compensation Based on Experience. Tax Senior - Hybrid $100,000 - $120,000 per... ...that providing quality service to our high‑profile clients starts by providing a great... ...Partnerships and Corporations Experience with high-net-worth individual tax planning and compliance...TaxHigh net worthPermanent employmentSummer workLocal areaAustralia-Employment
Chicago, IL1 day ago- ...succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice. In... ..., mentoring and counseling associates Experience working with high net‑worth individuals, family office clients and closely‑held businesses...TaxHigh net worthPrivate practiceWork at officeLocal area
EisnerAmper
Chicago, IL2 days ago - ...Senior Strategist to serve as the wealth planning expert for high-net-worth clients and business owners, guiding pre- and post-transaction... ...lead discovery, develop integrated strategies across estate, tax, liquidity, and legacy goals, and coordinate client deliverables...TaxHigh net worth
- Creative Financial Staffing, LLC is seeking a Tax Partner for a rapidly growing law firm in Chicago, Illinois. This strategic role entails overseeing tax operations, engaging with high-net-worth clients, and fostering professional growth within the firm. The ideal candidate...TaxHigh net worth
$120k - $180k
A growing accounting firm is seeking a Principal to manage client relationships and deliver strategic tax planning. This full-time remote role requires a CPA with at least 8 years of public accounting experience. Responsibilities include leading a tax team, preparing tax...PrincipalTaxFull timeRemote workRevel
Chicago, IL20 hours ago- Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice. You will guide complex tax planning for wealthy individuals, families and their businesses, mentoring staff and partnering with firm leadership to deliver exceptional client service...TaxHigh net worthPrivate practice
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Tax Principal. Be the first to apply!
