Senior Tax Specialist - Private Client (High Net Worth) ESOP
BDO USA
BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns, supervise junior staff, and contribute to advisory projects while working in a collaborative, high‑touch environment. #J-18808-Ljbffr BDO USA
Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Senior Tax Specialist - Private Client (High Net Worth) ESOP in Houston, TX vacancy
$146k - $200k
The Senior Tax Manager is responsible for providing... ...to business clients with pass through... ...client; involves specialists where appropriate... ...to serve our high net worth clients with timely... ...public accounting, private industry... ...is proud to be an ESOP company, reflecting...SeniorPrivate clientHigh net worthWork at office$84k - $110k
Private Client Services at BDO is a boutique practice... ...firm. Offering a high touch approach, we... ...serving high net-worth individuals, their... ...with complicated tax and financial structures... ...planning. A Tax Senior, Private Client Services... ...is proud to be an ESOP company,...SeniorPrivate clientHigh net worthPrivate practiceWork at office- PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...SeniorPrivate clientHigh net worthFlexible hours
- Andersen is seeking a Senior Manager in Private Client Services in Houston, Texas. This role involves overseeing engagement teams for a diverse range of high-net-worth clients, including families and trusts. Candidates should have over 6 years of recent experience, ideally...SeniorPrivate clientHigh net worth
$180k - $200k
...Senior Tax Manager Senior Tax Manager - Salary $180K - $200K+ base (flexible... ...Stands Out Step into a high-impact leadership role within a... ...Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex,...SeniorPrivate clientHigh net worthLocal areaFlexible hoursCreative Financial Staffing
Houston, TX1 day ago$146k - $200k
Job Summary: Private Client Services at BDO is a... ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals,... ...with complicated tax and financial structures... ...planning. A Tax Senior Manager, Private... ...is proud to be an ESOP company,...SeniorPrivate clientHigh net worthFull timePrivate practiceWork at office- ...JOB FUNCTION / SUMMARY: Senior Wealth Advisors are... ...generational wealth strategies for high net worth clients to include the placement of... ...services to new and existing Private Wealth Management clients... ...planning, estate planning, tax planning, and product implementation...SeniorPrivate clientHigh net worthLocal area
Hancock Whitney
Houston, TX12 days ago $146k - $200k
Job Summary The Senior Tax Manager is responsible for... ...services to business clients with pass through entities... ...client; involves specialists where appropriate... ...together to serve our high net worth clients with timely responses... ...public accounting, private industry accounting...SeniorPrivate clientHigh net worthWork at office- ...Senior Client Service Associate Founded in 1983, Westwood... ...investors, private wealth clients and financial... ...delivering personalized, high-touch service with discretion... ...(e.g., trust tax returns, property taxes... ...Experience with High Net-Worth and/or Ultra High Net-...SeniorPrivate clientHigh net worthWork at officeImmediate startVisa sponsorship
Westwood Holdings Group
Houston, TX1 day ago - ...innovative platform providing tax-efficient, transparent... ...for select clients who share our values and... ...and relationship driven Senior Investment Associate... ...Houston and help grow our High Net Worth footprint in the local... ...roundtables, and private client seminars What You...SeniorPrivate clientHigh net worthWork at officeLocal area
Checchi Capital
Houston, TX1 day ago - Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is... ...solutions. PKF Texas is seeking a high performing Private Client Services... ...trust and estate tax returns for high net‑worth clients. Additionally, the...SeniorPrivate clientHigh net worthFull timeWork at officeLocal area
$79.05k - $118.58k
Baker Tilly US is seeking a Senior Tax Associate specializing in US individual tax services. This position supports Baker Tilly Partners with tax preparation, planning, and consulting. Enjoy the benefits of a balanced work schedule, limited busy season, and a full-remote...SeniorHigh net worthRemote job$78k - $103.94k
...Overview BakerTilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions... ...on complicated tax matters in the state and local, high‑net‑worth, international, research and development along with...SeniorHigh net worthLocal areaWorldwideBaker Tilly Advisory Group, LP
Houston, TX12 hours ago- RSM in Houston, Texas, is seeking a Tax Senior Associate to support closely held businesses and ultra-high net worth individuals through strategic tax planning and compliance... ...tax engagements and developing strong client relationships. The position requires a Bachelor...SeniorHigh net worth
- PKF Texas in Houston is seeking a Tax Senior Associate to manage client tax engagements from start to finish. The role involves tax planning and compliance for public and private clients, providing leadership and mentorship to staff. The ideal candidate will possess a...SeniorPrivate client
- ...intelligent change by focusing on the client’s unique needs.PKF specializes... ..., entrepreneurial advisory and tax solutions. PKF Texas is actively seeking a Tax Senior Associate. This position reports... ...tax provisions for public and private clients. Engagements include but...SeniorPrivate clientWork at officeLocal area
PKF Texas
Houston, TX12 hours ago - ...and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with... ...structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours
Cerity Partners
Houston, TX4 days ago $67.9k - $128.7k
...world of change, empowering our clients and people to realize their... ...personally and professionally. RSM’s Private Company team is looking for a dynamic Tax Senior Associate to join our expanding... ...their owners, supporting ultra‑high net worth individuals and small family...SeniorHigh net worthPrivate practiceLocal areaFlexible hours$79.05k - $118.58k
## Senior Tax Associate - Principal Tax ServicesApplylocations: USA TX Remote: USA MN Remote... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...in tax return review and planning for high net worth individuals* Multi-state tax compliance...SeniorHigh net worthLocal areaRemote workWorldwide- ...the world's top tax firms. Enjoy a collaborative... ...network of specialists & enjoy access to... ...team helping high-profile clients understand, analyze... ...seeking a Senior Manager to join our... ...in growing KPMG's private client tax practice... ...focuses on ultra-high net-worth individual, trust...SeniorPrivate clientHigh net worthFull timePrivate practiceWork at officeLocal area
KPMG
Houston, TX11 days ago - ...scale that works for our clients, with highly experienced bankers... ...in Austin, Fort Worth, Houston, Richardson,... ...Responsibilities Leverages the specialists on their team... ...least seven years in private banking preferred. Bachelor... ...to affluent or high net worth individuals or...SeniorPrivate clientHigh net worthImmediate startDay shift
$120k - $150k
...Tax Manager Tax Manager - Salary: $120K - $150K+ base (flexible based on experience... ...a hybrid schedule with a growing, high-performing firm that is expanding... ...Exposure to a sophisticated High Net Worth (HNW) / Private Client Services (PCS) client base with complex...Private clientHigh net worthFlexible hoursCreative Financial Staffing
Houston, TX18 hours ago- DMA - DuCharme, McMillen & Associates, Inc. is seeking a Senior Tax Consultant to support clients through Sales & Use Tax audit defense, reverse audits, and overpayment recovery engagements. You’ll analyze transaction data, identify refund opportunities, perform multi-...Senior
- A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal...Private clientHigh 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...SeniorHigh net worth
Confidential
Houston, TX4 days ago - ...Advisor in Houston, Texas, responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience. Ideal candidates...Private clientHigh net worth
- ...Tax Supervisor Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are... ...as International and Private Client services. This Tax Supervisor... ...tax returns Preparing high net worth individual returns...Private clientHigh net worthWork at officeLocal area
Withum
Houston, TX4 days ago - ...core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...of our industry. Job Description: As a Private Client Service Tax Manager involved in both... ...with existing clients and attract new high‑net‑worth individuals and family office clients....Private clientHigh net worthWork at officeLocal areaRemote work
Crowe
Houston, TX4 days ago $200k - $300k
Weaver is seeking a talented Tax Director to provide federal tax compliance and planning services to high-net-worth individuals and privately held businesses in Texas. The ideal candidate will have a CPA certification and over 9 years of relevant experience. This role...Private clientHigh net worth$155k - $165k
...Solutions – Confidential Client Location: Fully... ...partnering with a growing and highly sophisticated legal... ...transfer planning for high-net-worth clients. The role is... ...post-JD experience in tax, estate, or wealth transfer... ...from a law firm, private client practice, or Big...Private clientHigh net worthPrivate practiceRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Specialist - Private Client (High Net Worth) ESOP. Be the first to apply!
Related searches
- entry level tax accountant Houston, TX
- tax associate Houston, TX
- international tax accountant Houston, TX
- entry level tax preparers Houston, TX
- remote tax accountant Houston, TX
- tax associate attorney Houston, TX
- sales & use tax accountant Houston, TX
- tax preparers Houston, TX
- international tax consultant Houston, TX
- entry level tax associate Houston, TX