High Net Worth Tax Principal & Leader
Baker Tilly US
Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice, serving wealthy individuals, families, and private business owners. You will oversee complex tax planning, estate and gift taxes, and valuation services, while mentoring a team of professionals. Join a firm that partners with you to deliver comprehensive strategies, including succession planning and international tax matters, with opportunities for ownership and leadership across a growing network. #J-18808-Ljbffr Baker Tilly US
- • Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures • Serve as a key advisor to clients on tax planning strategies, transaction structuring...TaxHigh net worthFull timeLocal area
- ...Tilly is a leading advisory, tax and assurance firm, providing... ...where you will be the "go to" high net worth tax expert? Are you inspired... ...(BT) as a High Net Worth Tax Principal ! Our private wealth practice... ...JD required Experience as a leader in a public accounting firm in...PrincipalTaxHigh net worthPrivate practiceLocal areaWorldwide
- ...accounting firm is seeking an Executive Recruiter with expertise in tax compliance and a strong client focus. The ideal candidate will... ...an impact in the community while managing tax compliance for high-net-worth individuals and businesses. #J-18808-Ljbffr DeWinter GroupTaxHigh net worthFull time
- ...and analysis covering several key areas of the business, including Investment Advisory, Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and Internal Operations. Handle other unidentifiable finance requests required by the...PrincipalHigh net worth
- ...Crowe in the United States is seeking a senior tax professional to deliver high‑level consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra‑high‑net‑worth clients. You will manage multiple projects in a fast‑paced,...TaxHigh net worthWork at office
$250k - $325k
A leading law recruitment firm in Los Angeles is seeking an experienced Estate Planning Attorney to advise high-net-worth clients on complex estate and tax matters. The ideal candidate will have prior experience in estate planning, strong analytical and communication skills...TaxHigh net worth- Withum PC is seeking a Founders & Tech Executive Tax Supervisor to lead complex tax engagements, mentor staff, and strengthen client relationships. The role spans high-net-worth individuals, fiduciaries, and founders with strong planning and advisory responsibilities....TaxHigh net worth
- ...a boutique professional services firm in Orange, CA, seeks a Tax Staff Accountant to assist with preparing individual and entity... ...growth within a collaborative CPA environment and exposure to high-net-worth clients. The candidate will work in a dynamic, growth-oriented...TaxHigh net worth
- California State University, Northridge seeks a Principal Gifts Officer to identify, cultivate, solicit, and steward major gift prospects... ..., mission-aligned fundraising while fostering an inclusive, high-performing team culture. #J-18808-Ljbffr Opt For Healthy LivingPrincipal
$275k - $325k
Location: Los Angeles, CA A highly regarded law firm is seeking a senior Trusts & Estates... ...and trust administration matters for high net worth individuals and families. Key... ...Provide guidance on wealth transfer and tax‑efficient planning structures Work closely...TaxHigh net worth$250k - $350k
...Francisco practice and is seeking a Tax Managing Director (Partner) to... ...leadership team. This is a high-impact opportunity for an... ...practice growth, mentor emerging leaders, and help drive strategic... ...engagements, including: High Net Worth Individuals (1040) Partnerships...TaxHigh net worthFlexible hours- Oxford Tax Recruiting is seeking a Tax Manager to support a high-net-worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. The role emphasizes work/life balance, collaboration, and direct client interaction, with standard...TaxHigh net worthWork at officeFlexible hours
- Sensiba in California is seeking a Tax Manager for High Net Worth, Estates & Trusts. This crucial leadership position involves managing tax engagements and leading a team of tax professionals. The role emphasizes client service excellence, strategic tax planning, and business...TaxHigh net worthRemote job
- ...a comprehensive wealth management platform tailored to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal-oriented... ...service. Their services also include business management, tax strategy, insurance, and financial planning . About the Role We...TaxHigh net worthFull timeRemote work
$250k - $325k
...senior litigation and estate planning attorney for a leading AM LAW 200 law firm in Los Angeles. The role focuses on high‑net‑worth client advising, tax strategy, and advanced trust documents. The incumbent will work closely with partners to manage complex estate planning...TaxHigh net worthFull time- ...financial operations, reporting, and investment coordination within a high-net-worth family office. This position requires a strong understanding... ...charitable donations and gifts Track lifetime exemptions for tax purposes Coordinate funding of capital calls for new or...TaxHigh net worthTemporary workWork at office
- ...people with real‑world experience to join our tax and accounting practice. We seek to... ...accountants with strong client focus and high levels of aptitude. If you are interested... ...to perform tax compliance work for high‑net‑worth individuals and closely held businesses across...TaxHigh net worthFull timeLocal area
- Responsibilities Deliver high‑level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra‑high‑net‑worth clients. Manage multiple projects in a fast‑paced, collaborative environment while maintaining a focus on exceptional...TaxHigh net worthWork at office
- Tax Director - Private Client Services page is loaded## Tax Director - Private Client... ...budgeting, billing and engagement economics* Highly proactive approach to serving clients##... ...middle-market companies, as well as high net worth individuals, family offices, not-for-...TaxHigh net worthWork experience placementPrivate practiceLocal area
- ...structures Serve as a trusted advisor to family principals and family office executives on... ...10+ years of experience advising ultra-high-net-worth families, family offices, private business... ...Knowledge of key regulatory and tax issues that impact family office design...TaxHigh net worthWork at office
- Blue Shield of California is seeking a Risk Adjustment Compliance Specialist, Principal to ensure compliance across ACA Marketplace, Medicaid, and Medicare Advantage lines. You will audit, monitor, and improve risk adjustment processes, partnering with coding, clinical,...Principal
$120k - $150k
The Tax Manager supports a high‑net‑worth client base by preparing, reviewing, and delivering individual, trust, and business tax returns. This role is ideal for someone who enjoys client service without the traditional public‑accounting pressures of billable hours, audit...TaxHigh net worthWork at office- ...t show up often. We’re partnering with a highly respected, boutique legal and fiduciary services... ..., financial institutions, and high-net-worth clients . They’re looking to add an... ...advisors Review bank statements, accountings, tax documents, and financial records Track deadlines...TaxHigh net worth
- Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. Review tax planning strategies and estimates, providing actionable insights for complex client scenarios. Research...TaxHigh net worth
- ...Responsibilities Manage the delivery of U.S. tax compliance and planning services to globally mobile individuals and families Lead day-to-day client delivery for complex HNWI tax engagements with international components Prepare and review U.S. tax returns and international...TaxHigh net worth
$82k - $125k
...Partners firm, GRF, is seeking a Senior Tax Staff Accountant with ideally entertainment... ...of financial reports that may include net worth statements, cash flow schedules, meeting... ...degree, with 4+ years in a similar role is highly preferred Familiarity with CCH Axcess or...TaxHigh net worthWork at officeLocal area3 days per week$150k - $180k
About the Opportunity Our client is a highly sophisticated CPA and advisory practice serving high-net-worth individuals, real estate investors, family offices, and closely... ...role is ideal for a technically strong Senior Tax Accountant who thrives in a client-facing, advisory...TaxHigh net worthWork at officeRemote workFlexible hours- ...portable business Summary: Our client is a highly respected boutique business law firm with... ...property, employment, ERISA, tax, executive compensation, trusts and estates... ...institutions, investors, fiduciaries, and high-net-worth individuals. Responsibilities: Manage a substantial...TaxHigh net worthRemote jobContract workTemporary work
$55k - $85k
...Brown & Streza has been a trusted Orange County law firm serving high‑net‑worth families, closely held businesses, and charitable... ...areas such as estate planning, business planning, complex income tax, mergers and acquisitions, and the charitable sector. We are honored...TaxHigh net worthWork experience placementSummer holidayWork at officeLocal area$230k - $255k
...Services Associate - New York Associate 2‑4 years trust & estates, high‑net‑worth clientele. NY bar admission required or waiver. Target salary... ...Counsel - Philadelphia Associate or counsel 5+ years estate & tax planning for high‑net‑worth clients. PA bar admission required...TaxHigh net worthWork at officeLocal area
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