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
- Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in...PrincipalTaxHigh net worth
- 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
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits...PrincipalTaxHigh net worthFull timeLocal areaWorldwide
- 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
$140k - $170k
...Description Senior Philanthropic Advisor (Major Gifts and Principal Gifts) Highly Regarded National Nonprofit Florida (state-wide),... ...trusted relationships with donors and prospects, including high-net-worth individuals and families Collaborate with volunteer...PrincipalHigh net worthRemote work- ...planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family offices, and closely held businesses on complex estate, gift, generation...TaxHigh net worthPrivate practice
- ...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
- ...opportunity is ideal for an attorney interested in working with high-net-worth individuals, families, family offices, business owners, and... ...documentsFamiliarity with gift, estate, generation-skipping transfer, and income tax planning preferredExperience advising high-net-worth...TaxHigh net worthWork at office
- ...Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-...TaxHigh net worth
- ...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
- ...opportunity is ideal for an attorney interested in working with high-net-worth individuals, families, family offices, business owners, and... ...Familiarity with gift, estate, generation-skipping transfer, and income tax planning preferred Experience advising high-net-worth...TaxHigh net worthWork at office
$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...TaxHigh net worth$125k - $170k
Job Title: Tax Manager or Tax SupervisorJob Location: Remote / Hybrid (occasional client meetings)Job Salary: $125-170K (DOE)Requirements... ...practice providing comprehensive tax planning for Ultra High Net Worth Individuals, their families, and their multi-million & billion...TaxHigh net worthWork at officeRemote work$130k - $200k
...Organization Our client is a respected professional services and tax advisory organization specializing in delivering comprehensive... ..., and professional development, the firm supports high-net-worth clients through sophisticated tax planning and strategic advisory...TaxHigh net worthFull timeLocal area- 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
$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk... ...Services group, you will Own end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post...TaxHigh net worthWork at officeLocal area- Aprio is seeking a Senior Tax Manager for Private Client Services / High Net Worth Individuals to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while expanding the client base and mentoring junior staff...TaxHigh net worthRemote jobLocal area
$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- ...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
$175k - $300k
...estate planning practice. This is an opportunity for a highly skilled attorney with significant experience... ...deep expertise in complex strategies, including high-net-worth estate plans, advanced trust structures, tax-driven planning, business succession, and wealth transfer...TaxHigh net worth$160k - $200k
Position: Tax Manager or Senior Tax Manager- High-Growth Team Location: Hybrid (Preferred: EST or CST)Compensation: $160,000 - $200,000+ base, plus annual... ...on complex and rewarding client work in the High Net Worth space, all while maintaining the kind of work-life rhythm...TaxHigh net worthRemote work- ...in Chicago, Illinois. The successful candidate will join the Tax Practice Group, supporting nonprofit and philanthropic client... ...restructurings involving nonprofits. Advise on philanthropy for high net worth individuals and businesses. Participate in international activity...TaxHigh net worthWork at office
$235k - $300k
...years of experience to join its active and highly collaborative Wealth and Succession... ...and estates experience working with high net-worth individuals in the drafting of wills, revocable... ...and the preparation of gift and estate tax returns. Desired Skills and Requirements...TaxHigh net worth- ...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
- 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
- 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
- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role involves leading tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal...TaxHigh net worth
- ...premier Top 250 Wealth Management Firm in the Region serving High Net worth clients and also industries like technology, construction, real... .... We have a unique firm split into three key areas of focus - Tax & Audit, Wealth Management and Small Business Accounting.We pride...TaxHigh net worthImmediate startRemote work
$120k - $150k
Job Title: Tax ManagerLocation: Hybrid/Remote in the Chicagoland area (flexible days in office), must be drivable to Chicago, NOT... ...industries including a specific interest in C-Corps, M&As and High Net Worth Individuals.Currently we are seeking an Tax Manager to come...TaxHigh net worthSummer workWork at officeRemote workFlexible hours- ...Partner. The ideal candidate will have a significant portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers a hybrid work schedule, allowing for flexible work environments. Strong leadership...TaxHigh net worthFlexible hours
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