Senior Tax Associate, Family Office & HNW Clients
$70k - $90kPathstone
Pathstone, located in Englewood, NJ, is seeking a Tax Senior to manage clients' tax and family office service needs effectively. The candidate will drive the tax return preparation process and assist with tax advising for high net worth families. To qualify, candidates need a Bachelor's in accounting and 3-5 years of experience in public accounting. The position offers a competitive salary ranging from $70,000 to $90,000 annually along with comprehensive benefits. #J-18808-Ljbffr Pathstone
- A dynamic law firm in Hackensack, NJ is seeking an experienced Family Law Attorney. The ideal candidate will have 2-10 years of experience... ...offers the chance to work with middle-income and high-net-worth clients, ensuring high-quality service. #J-18808-Ljbffr Offit KurmanSeniorHigh net worth
- ...We are seeking an experienced Senior Tax Accountant with an active CPA... ...directly with individuals, families, small businesses, trusts, and... ...combine technical tax work with client relationship management,... ...wealth advisory services. Our office is located in Oradell, NJ,...Work at officeSenior
$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients,...SeniorLocal area$120k - $165k
...excellence. Position Summary The Client Success Senior Manager provides leadership, oversight,... ...billing platforms, PowerBI, and Microsoft Office Performance Metrics Performance... ...vision, employee assistance plan, paid family leave, short-term disability and life...Work at officeSeniorTemporary workFlexible hours- ...Senior Associate, State & Local Tax (Hoboken, NJ) – FandlGagnon, LLC has an immediate opening for an senior... ...consulting and advocacy in our Hoboken, NJ office. This position also allows for... ...with tax authorities, clients, and other team members. Qualifications...Work at officeSeniorLocal areaImmediate start
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...deadlines ~ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)... ...Wealth Management helps individuals, families and foundations take a more intentional...Work at officeSenior
- ...they provide a level of service to their clients, but they also treat their employees right... .... You will be doing a mix of 1040 tax returns and financial planning for their... ...this firm, which is why they encourage in office learning and celebrations. Happy hours, food...Work at officeSenior
- ...Senior Tax AssociateLeading local firm looking for a self-motivated Senior Tax Associate to join their growing team. They are committed to hiring... ...-on work experience, inner office mentoring and national... ...proposals for new and existing clients.Respond to sales tax...Work at officeSeniorWork experience placementLocal area
- ...firm near River Edge, New Jersey, seeks a professional to handle 1040 tax returns and participate in wealth management and financial planning for clients. You'll work in a collaborative, in-office environment that values learning and community involvement. You can earn...Work at officeSenior
$105.38k - $215.38k
...a delivery-focused tax leader who thrives... ...ability to interact with clients on their personal... ...of High Net Worth (HNW) individual... ...of practice/primary office if eligible to sit... ...geographic differential associated with the location at... ...level employees to senior leaders, we believe...Work at officeHigh net worthLocal area$160k - $190k
...Senior Tax ManagerOradell, NJModera Wealth Management... ...impact on the lives of our clients through comprehensive... ...200 employees in 19 offices along the East Coast,... ...than 6,000 individuals, families, and businesses.Job... ...impact pay for individual associates include: experience,...Work at officeSeniorHigh net worthFull timeTemporary workLocal areaRemote work- ...Wealth Management's Chief Data Office, a collaborative team focused... ...technology, operations, and client-facing organizations to... ...efficiency.Job SummaryAs an Associate Product Delivery Analyst within... ...Management helps individuals, families and foundations take a more intentional...Work at officeSenior
$100k - $150k
...a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally... ...real value to our clients.Our mission is to provide... ...Director to join our growing Family Office practice. This... ...develop a team of managers, seniors, and staff. Review work product...Work at officeHigh net worthFull timeLocal area3 days per week$175k - $225k
...Overview Family Law Attorney - Hybrid - Complex HNW Financial Clientele. Is your background a fit? Apply if you... ...good standing About the Firm With offices in New York City and New Jersey, we... ...decades of experience representing clients throughout NYC Metro area. Our core...High net worthLocal areaFlexible hours- AlphaX in Oradell, NJ, seeks an experienced Senior Tax Accountant with an active CPA license to service individuals, families, small businesses, trusts, and estates. The role... ...tax compliance with proactive planning and client advisory, with exposure to wealth services. The...Senior
$125k - $150k
...industry expertise helps support our clients' regional and global needs. We... ...seeking a highly experienced Senior Client Executive to join our... ...proficiency in Microsoft Office Suite. Experience with Sagitta... ...Protection Coverage, Legal Planning, Family Planning, and Menopause &...Work at officeSeniorHourly payContract workFor contractorsLocal area$170.5k - $284.1k
...management services to Wealth Advisory Services clients. Operates within a professional team... ...on emerging issues, regulatory and tax changes, and advises clients on appropriate... ...skills with solid knowledge of pertinent office softwareDemonstrated strong verbal and written...Work at officeSeniorHigh net worthFull timeWork experience placement$257k - $365k
REAL ESTATE ASSOCIATE ATTORNEYCommercial Real Estate Practice GroupOpen... ...this description.HYBRIDOur client, a national AmLaw 200 firm,... ...time off and vacation days; family/dependent care leave; 529 College... ...letter indicating preferred office location, and law school...Work at officeSenior- ...Premier Client Service Specialist Moomoo Financial Inc. is seeking a client-focused professional... ...support to resolve their challenges. Office Location: Dallas, TX or Jersey City, NJ... ...Retention Manage the full lifecycle of HNW client relationships, proactively engaging...Work at officeHigh net worth
$81.3k - $100k
...Opportunity Summary The Senior Accountant for the... ...primarily performed in an office environment. However, as... ...related processes. An Associate or Bachelor’s degree in... ...a reliable partner for clients in North America and internationally... ...sectors. Our growing family of companies allows us...Work at officeSeniorLocal areaMonday to FridayFlexible hoursDay shift- ...wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team. This... ...enjoys working directly with individuals, families, and small-business owners and is interested... ..., and wealth advisory services. Our office is located in Oradell, NJ, just minutes...Work at office
- ...reputation by working across a broad mix of clients rather than limiting professionals to a... ...exposure to many types of businesses and tax situations, allowing you to develop a... ...compliance, planning, and advisory work. As a Tax Senior, you will prepare and review a range of...SeniorHigh net worth
- ..., a rapidly growing national accounting platform, is hiring a Senior Tax Accountant for our Glen Rock, NJ network firm. You will prepare... ...‑through entities, and provide planning recommendations to clients. The ideal candidate has 4+ years of public accounting tax experience...Senior
- ...Operations Manager to drive a high-touch, well-run client experience across our growing care management business. This role is not a back-office admin role. It is a key operations... ...of care team coordination, client and family communication, and day-to-day execution. Joining...Work at office
$70k - $120k
...investing with confidence and innovation. Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team... ...Deepening & Retention Manage the full lifecycle of HNW client relationships, proactively engaging with clients to...Work at officeHigh net worthContract workLocal area$17.75 - $23.5 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and... ...This role is in-person at a local H&R Block tax office. Meet with clients to gather information and...Work at officeHourly payMinimum wageTemporary workSeasonal workLocal areaWeekend workAfternoon shift$65k - $100k
Job Summary As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit... ...Work is conducted in a professional office environment with minimal distractions...Work at officeSeniorFull timeLocal areaFlexible hours- ...Growth and delivering for our clients, teammates, communities and... ...America is committed to an in-office culture that supports collaboration... ...involving multi-generational families. Key responsibilities include... ...and education of clients, associates, and Centers of Influence....Work at officeSeniorHigh net worthFlexible hoursShift workDay shift
- ...industry by delivering value to our clients through expertise and scale.... ...of the Verisk Analytics family of companies are equal... ...Privacy NoticeFellow (FCAS) or Associate (ACAS) of Casualty Actuarial... ...include a working knowledge of Office applications and understanding...Work at officeSenior
$138.82k - $163.32k
...0 people across our headquarters in Santa Ana, California and offices in New Jersey, Texas, Florida, Japan, Shanghai, Hong Kong, Canada... ....We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client...Work at officeSeniorFull timeRemote workWorldwideFlexible hoursShift work
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