Tax Senior, HNWI
Advantage Group
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. We have established deep relationships, some lasting over 20 years, with real decision makers. We offer long term opportunities along with a real understanding of the companies that we represent. We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent. Job Description This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country. It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations. Responsibilities will include the technical review of tax returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow. Qualifications Bachelor’s, or Masters, degree with an emphasis on accounting or a related field Licensed CPA or EA (or on track to earning) 4+years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) High level of technical tax proficiency with attention to detail Ability to research and resolve complex tax issues An excellent verbal and written communicator Experience w/ recognized accounting/tax software(CCH,Lacerte) Additional Information This company offers an excellent array of benefits, real long term stability and career progression. This is a hybrid role. By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply #J-18808-Ljbffr Advantage Group
$300k - $400k
...is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and fiduciary tax matters. Candidates...SeniorTaxHigh net worthPrivate practiceAgnello & Rogers
Brooklyn, NY2 days ago- ...Sequoia Financial Group in Akron, OH, is seeking a senior Tax Advisor to manage the full lifecycle of individual and trust tax returns and projections, while also providing strategic client-facing advisory work for high-net-worth clients within our wealth-management team...SeniorTaxHigh net worth
Sequoia Financial Group
Brooklyn, NY2 days ago - ...Managers partner with business owners, families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. You will engage directly with clients to inform and guide decision-making, while collaborating...SeniorTaxHigh net worthFull timePart timeSeasonal workRemote workFlexible hours
SVA Inc
Brooklyn, NY2 days ago - Cerity Partners is seeking a Tax Accountant - Senior Associate to grow beyond traditional returns and advise high-net-worth clients across the U.S. You will work with investment, estate, and financial planning professionals, expanding your tax expertise in integrated wealth...SeniorTaxHigh net worth
- Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present... .... You will work with internal partners on estate and tax strategies, model scenarios in planning software like MoneyGuide...SeniorTaxHigh net worth
- .... You will conduct deep discovery, present comprehensive plans, and mentor junior advisors while ensuring compliance and staying current with tax and estate planning developments. This role supports a hybrid office/work-from-home arrangement. #J-18808-Ljbffr HuntingtonSeniorTaxHigh net worthWork at officeWork from home
- CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will... ...complex concepts into actionable strategies across retirement, tax, estate, risk, and cash-flow planning, leveraging CAPTRUST's...SeniorTaxHigh net worth
- ...established high-net-worth family office in Oklahoma City to hire a Senior Accountant. This is a great opportunity for an experienced... ...budgeting, and financial analysis Coordinate with external CPAs, tax professionals, banks, and other advisors Support annual tax preparation...SeniorTaxHigh net worthWork at office
Connect Search
Brooklyn, NY2 days ago - TAX SENIOR Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a...SeniorTaxHigh net worthWork at officeRemote work
- ...wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one integrated, proactive approach. Registered with the SEC under the Investment Advisers Act of 194...SeniorTaxHigh net worthPermanent employmentFull timeWork at office
CORDA Investment Management
Brooklyn, NY3 days ago $120k - $140k
About Uplinq Uplinq is the AI-powered bookkeeping and tax automation platform built for small business owners. We’re re-engineering... ...created, and revenue influenced. About the Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team, reporting to the VP...SeniorTaxHigh net worthRemote workFlexible hours- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ..., communities, and each other. CLA is looking to hire a Tax Senior to join our high net worth private client group in our Portland,...SeniorTaxHigh net worthWork at office
$230k - $265k
...impact, HNW & UHNW financial plans, including retirement income, tax mitigation, estate transfer, business transitions, asset... ...and complex wealth strategies Serve as a key thought partner to senior leadership and external stakeholders, contributing to firm-wide...SeniorTaxHigh net worthRemote workFlexible hoursAssetMark
Brooklyn, NY4 days ago$175k - $225k
..., a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST... ...strategies spanning: Retirement planning Investment strategy Tax planning Estate and legacy planning Risk management Cash flow and...SeniorTaxHigh net worthTemporary workFlexible hoursCAPTRUST
Brooklyn, NY3 days ago- ...EisnerAmper has experienced significant growth and is seeking a Senior Accountant for our Outsourced Accounting team focused on special... ...About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees...SeniorTaxHigh net worthContract workWork at officeLocal area
EisnerAmper
Brooklyn, NY4 days ago $90k - $120k
...Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US 30+ days ago Requisition ID: 1099 ABOUT US Carlson is a family... ...provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its clients,...SeniorTaxHigh net worthFull timeWork at officeWork from homeFlexible hours3 days per weekCarlson
Brooklyn, NY3 days ago$82k - $125k
...Job Description Summary: Focus Partners firm, GRF, is seeking a Senior Tax Staff Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation and review...SeniorTaxHigh net worthWork at officeLocal area3 days per weekFocus Partners Wealth
Brooklyn, NY4 days ago- The CORE Group is seeking a new Senior Tax Analyst to work at our Headquarters office in Frisco, Texas. As a Senior Tax Analyst, you will serve as a trusted advisor to leadership by helping to prepare various tax filings and advise them on tax consequences of business...SeniorTaxHigh net worthWork at officeLocal area
$110k - $135k
...Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role... ...strategies in software and present to clients. Using client tax returns, model scenarios in tax planning software and present strategies...SeniorTaxHigh net worthTemporary workWork at office$65k - $75k
...Summary: GRF, Focus Partners Business Management, is seeking a Senior Bookkeeper, ideally entertainment/touring experience to join our... ...email, and in-person Assist in assembling information for year-end tax packages for accountants Provide minimal assistance on insurance...SeniorTaxHigh net worthWork at officeLocal areaShift workFocus Partners Wealth
Brooklyn, NY4 days ago$85k - $120k
...challenges to progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update,... ...the creation of detailed, customized financial plans, including tax planning,retirement planning, estate planning, investment...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hoursEP Wealth Advisors
Brooklyn, NY4 days ago$80k - $90k
...issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth...SeniorTaxHigh net worthWork at officeRemote workShift workHolthouse Carlin & Van Trigt
Brooklyn, NY2 days ago$100k
Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually... ...families, and closely held businesses. As a Tax Accountant - Senior Associate, you’ll have the opportunity to grow beyond...SeniorTaxHigh net worthTemporary workLocal area$100k - $120k
...Your Expertise. Make an Impact. Are you an experienced billing and tax administration professional looking for an opportunity to play a... ...meet critical deadlines. A Role with Broad Responsibilities The Senior Billing & Tax Professional Specialist will be responsible for...SeniorTaxHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hours$140.1k - $190.9k
...and supportive people, willing to listen to your ideas. Job Responsibilities Review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities...SeniorTaxHigh net worthContract workTemporary workWork at officeLocal areaWork from homeFlexible hours$32.5 - $36 per hour
...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...SeniorTaxLocal areaIntuit
Hoboken, NJ13 days ago$160k - $185k
...endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop... ...cultures, people, and business development happening around the world. Senior Quantitative Analyst, Quantitative & Risk Analytics The...SeniorTaxHigh net worthLocal areaFlexible hours3 days per week- Citibank (Switzerland) AG in Palo Alto seeks a Sr. Analyst in Wealth Relationship Management to deepen client relationships and coordinate with branch teams. The role requires strong analytical skills, extensive FINRA registrations, and the ability to provide holistic financial...SeniorHigh net worth
- benefits:hybridwork/life balanceflexibilitypaid time offA well-established CPA firm on Staten Island and Red Bank is searching for a Tax Senior and a Tax Manager with two plus years of tax experience in a local, medium size or regional CPA firm. The successful applicants...SeniorTaxLocal area
- ...Kodiak Building Partners, Inc. is seeking a Senior Payroll Specialist to lead payroll activities across multiple entities from our Englewood... ...matter expert for ADP Workforce Now, coordinate acquisitions payroll setups, and support tax cleanups and audits. #J-18808-Ljbffr...SeniorTaxLocal area
Kodiak Building Partners
Brooklyn, NY2 days ago
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