U.S. Tax Associate: 1040 Specialist for HNW Clients
Current
Current is seeking a detail-oriented U.S. 1040 Tax Preparer to assist in preparing federal and state individual income tax returns. The ideal candidate has hands-on experience with Form 1040 and related schedules and can meet deadlines with accuracy. Join our growing tax practice and deliver high-quality service to clients while working a 3PM–12AM shift in a full-time role. We offer a competitive salary and comprehensive benefits. #J-18808-Ljbffr Current
- ...Wealth seeks a Senior Lending Advisor adjunct to the Sr. Wealth Lending Advisor in New York. You will be a high-touch contact for clients and external advisors, facilitating lending opportunities, onboarding, and ongoing relationship management in securities-based and...High net worth
$350k
...Director – Private Client Group New York, NY | Hybrid | $200K–$350K HNW Tax | Trusts & Estates | Partnerships | Private Client A leading New York CPA firm... ...HNW/private-client tax background ~ Significant 1040, trust, estate and partnership experience ~ Strong...High net worthWork at office$80k - $95k
Senior Tax Associate - Private Client Services $80000 - $95000 per year | New York, NY | On-site | Permanent Elevate your public accounting career... ...complex individual and partnership tax returns, including Form 1040 and related filings. Support tax compliance needs for...High net worthPermanent employmentWork at officeLocal areaFlexible hours- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and...High net worthFull timeTemporary workPrivate practiceLocal area
- ...confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...to take your career to the next level.As a Lending Specialist in the Private Bank, you will manage our most complex borrowing...High net worthLocal area
$110k - $130k
..., NY — Madison Avenue On Site Private Client Manager A global high-jewelry house is... ...Manager to build and grow relationships with HNW and UHNW clients. This is a hands-on... ...international high-jewelry house with a growing U.S. retail presence. The position is...High net worthFull time$350k
...Job Description Director – Private Client Group \n New York, NY | Hybrid | $200K–$350K \n HNW Tax | Trusts & Estates | Partnerships | Private Client \n A... ...private-client tax background \n ~ Significant 1040, trust, estate and partnership experience \n...High net worthWork at office$30 - $39.5 per hour
Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals... .... The ideal candidate will have an associate's degree along with relevant experience... ...attention to detail while managing client expectations effectively. In this role,...High net worthHourly payPrivate practice$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our... ...to delivering real value to our clients.Our mission is to provide exceptional... ...returns, including individual (1040), partnerships, S-corporations, trusts...High net worthFull timePrivate practiceLocal area3 days per week$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 prepare materials for client meetings. The ideal candidate holds a Bachelor's in accounting, has...High net worthWork at office- ...Tax Senior Associate – Private Client Tax New York Metro | Hybrid If you're working in public accounting and want to move beyond a traditional compliance... ...That means experience across: Private Client Tax. HNW and UHNW individuals. Privately held businesses....High net worthPrivate practice
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are... ...in any Mazars office with a U.S. location. We also offer... ...-high net worth individual (1040) income tax returns, gift tax... ...the world. Our industry specialists deliver tailored services to...High net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$82.5k - $95k
Role Overview Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations... ...understanding of international, U.S. federal, state, and local... ..., and international and private client services. As a Tax Senior based...Work at officeLocal area- ## Wealth Lending Specialist - New York, NYPostuler: Sur place: New York... ...and is a high touch, point of client and Investment Advisor contact... ...required* Understanding of HNW client needs and products and... ...within TD Wealth and TD Bank U.S.* Personalized customer service...High net worthTemporary workWork at office
$200k
...Trust & Estates Tax Principal – Private Client New York, NY | Hybrid | $200K–$500K Trusts & Estates | HNW / UHNW | Private Client Leadership A leading New York CPA firm... ...Trust & Estates Tax Principal to lead a specialist team within its Private Client practice....High net worthPrivate practiceWork at office- ...prestigious boutique firm on an unposted private client services associate position in NYC. They are looking for 2+ years... ...individuals and entities on trust, estate, and tax matters, working across offices and with both U.S. and international clients. The firm has...High net worthWork at officeLocal area
- ...Opportunity A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for... ...estates. Responsibilities Prepare and review U.S. tax returns for high-net-worth individuals and...High net worthFull timeWork at office
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain... ...years of experience in tax consultingExperience with HNW clientsStrong knowledge of tax laws, regulations, and...High net worthWork at officeLocal areaRemote work- ...growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its New York Metro practice. You do not need to... ..., Director or Partner within public accounting Strong HNW / Private Client Services tax experience Experience managing...High net worthFull timeFor contractorsPrivate practice
- ...Will be Responsible For: Prepare or detail review international tax compliance forms (e.g. Forms 5471, 8858, 8865, 8832, 926, 1042,... ...dedicated international tax team. Advise inbound and outbound U.S. clients of tax planning opportunities Stay current with respect to U.S....High net worthFull timeFixed term contractLocal area
$90k - $180k
...ServicesUnder the direction of the Associate Director, Product Control this... ...product controller for the U.S. Fixed Income businesses,... ...CM Finance, as well as Risk, Tax, etc. departments that support... ...skills.Strong customer service and client focus.WORKING CONDITIONS:...Full timeContract workPart timeWork at officeLocal area- ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways... ...preferredPrior experience reviewing Forms 1040, 1041, 706, 709, 990 and complex pass-...High net worthTemporary workWork at office
- ...team at one of the top tax firms in the world. Enjoy... ...extensive network of specialists and enjoy access to our... ...team helping high-profile clients understand, analyze and... ...seeking a Tax Associate for our Global Executive... ...Authorization to work in the U.S. without the need for...Summer workInternshipPrivate practiceLocal areaVisa sponsorshipWork visa
- ...About the job Senior Tax Associate Most HNW tax roles keep you focused on one piece of the client relationship. This one puts you at the center of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New...High net worthWork at office
$150k - $210k
...be responsible for:Review of international tax compliance forms such as Forms 3520, 3520-... ...positionsCollaborate with the Private Client Services and Trust & Estate groups on cross... ...college/universityExperience reviewing Forms 1040 ,1040-NR, dual status, and 3520/3520-A...High net worthFull timeFixed term contractLocal area- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...lineInvolves firm specialists and other business lines to... ...employees Supervises associates, senior associates and managers... ...to clients across the U.S. and around the world. No...High net worthWork at office
- Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely, guiding federal/state returns and explaining tax terms with clarity. You will support customers through video interactions, deliver accurate tax advice, and ensure compliant, high...Remote job
$110k - $210k
...you an experienced tax professional with a... ...passion for exceptional client service and... ...tax returns (Form 1040), including sophisticated... ...service lines and specialist teams to deliver... ...efforts across the HNW Tax practice. Who You... ...to work in the U.S. without sponsorship...High net worthFull timeContract workWork at office$30 per hour
...at this moment. Job Title: Tax Associate - (WFH - Work From Home) Location... ...proactive customer outreach, client review calls, and final... ...laws. # Familiarity with Form 1040 and associated schedules .... ...within the United States . # U.S.-based candidates can be considered...Full timePart timeSeasonal workRemote workWork from homeFlexible hoursWeekend workWeekday work- Job Summary:Private Client Services at BDO is a boutique... ...with complicated tax and financial structures... ...Responsibilities:Supervises associates and senior associates... ...to practice in a U.S. jurisdiction), or the... ...outside of BDOInvolves firm specialists and other business...High net worthPrivate practiceWork at office
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