Tax Strategy Partner for High-Net-Worth Clients
The Agency Recruiting
A financial advisory firm in Austin, TX, is seeking an experienced Tax Partner to lead their tax practice. The ideal candidate will have over 15 years of public accounting experience and a proven track record working with high-net-worth clients. Key responsibilities include developing sophisticated tax strategies, overseeing practice leadership, and driving business development initiatives. A CPA license and strong leadership skills are essential for success in this role. #J-18808-Ljbffr The Agency Recruiting
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Strategy Partner for High-Net-Worth Clients in Austin, TX vacancy
- Overview Our Client, who's runs a mid-sized CPA and Financial Advisory... ...an experienced and dynamic Tax Partner to lead their tax practice.... ...track record of serving high-net-worth individuals, closely held... ...solutions. Key Responsibilities Tax Strategy and Planning : Develop and...TaxHigh net worthWork at office
$73.5k - $212.28k
...At PwC, our people in tax services focus on providing... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...compliance services to high-net-worth individuals and privately... ...execution, and completion. Partner with team leadership to...TaxHigh net worthFull timeH1bWork at officeRemote workPwC
Austin, TX9 days ago$70k - $90k
...quasi-family office for ultra-high-net-worth families. We provide... ...comprehensive wealth planning, including tax, estate, cash flow, risk... ...a Fully Remote Operations / Client Service Associate to join our... ...proactively Participate in strategy meetings and help execute on...TaxHigh net worthFull timeWork at officeRemote workWork from home- ...This Is Not Your Average Client Services Coordinator... ...management, tax strategy, and multi-family office... ...life. We are an elite, high‑growth fiduciary advisory... ...exceptional service to high‑net‑worth clients , addressing... ...the RIA framework. Partner with Advisors and leadership...TaxHigh net worthFull timeWork at officeRemote work
- Senior Associate, Client Accounting Services - Family Office page... ...Tilly is a leading advisory, tax and assurance firm, providing... ...consulting services to ultra-high net worth individuals and family clients... ...intergenerational wealth strategies and best practices. As one of...TaxHigh net worthWork at officeLocal areaWorldwide
- Tax Partner - Family Office - High Net Worth Join to apply for the Tax Partner - Family Office - High Net Worth role at RSM US LLP Tax Partner - Family Office... ...confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional...TaxHigh net worthFull timeWork at officeLocal area
- RSM US LLP in Austin, Texas is seeking a Tax Manager to provide comprehensive tax services to ultra-high net worth families. You will manage tax engagements, advise clients on structuring and compliance, and lead a team while developing strong client relationships. The...TaxHigh net worthWork at officeFlexible hours
$114k - $165.3k
...lead advisor within a dedicated client team comprising a Wealth... ...long‑term relationships with high‑net‑worth Empower clients. Conduct comprehensive... ...explain the ‘Personal Strategy’ investment strategy, recommend... ..., income optimization, tax‑advantaged savings strategies...TaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeRemote workFlexible hours$200k - $300k
...selves. Our goal is to balance high development with high... ...Weaver is looking for talented tax leaders at the Director level... ...join our growing firm! A Private Client Services Director provides federal... ...and planning services to high-net-worth individual clients and privately...TaxHigh net worthImmediate startFlexible hoursWeaver
West Lake Hills, TX5 days ago$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their... .... Developing and implementing tax strategies. This will involve staying up-to-date... ...with an industry leader: Be part of a high-growth firm that is passionate for...TaxHigh net worthFull timeLocal areaRemote workFlexible hoursAprio
Austin, TX7 days ago$115k - $145k
Our team has partnered with a top CPA and advisory services firm in the amazing and growing... ...entities (LLCs, C-Corps, S-Corps) and high net worth clients. Caliber Recruiting Group partners... ...-rated firms that do complex business tax and assurance work and also provide...TaxHigh net worthFlexible hours- Tax Partner (JN -052026-292974) Austin, Texas Equity Partnership Opportunity - CPA Firm - Austin, TX (Hybrid) Our client is an aggressively growing CPA Firm seeking an Equity Tax Partner to join their team in Austin, TX on a Hybrid Schedule. In addition to a base salary...TaxHigh net worth
- ...Manager - Cloud Accounting Client Success who will be... ...software applications. High degree of... ...the largest accounting, tax, and business advisory... ...with approximately 450 partners and 4,500 employees across... ...companies, as well as high net worth individuals, family offices...TaxHigh net worthWork at officeLocal areaFlexible hours
EisnerAmper
Austin, TX10 days ago - ...involves developing wealth transfer strategies for ultra-high net worth (UHNW) individuals and families, focusing... ...customized planning strategies and client relationships. Candidates should have... ...least 7 years in private law, strong tax skills, and a law degree. The...TaxHigh net worth
- ...innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...development. Our strategy is to be digitally driven,... ...experienced and dynamic Tax Partner to join our growing Tax Practice... ...we offer a comprehensive, high-quality benefits program (...TaxWork experience placementLocal areaRelocation package
Cherry Bekaert
Austin, TX3 days ago $100k
...Services Offered: We are a long-time Client Accounting Services (CAS) firm that offers... ...government report, and compliance. Periodic tax payments/compliance (sales tax,... ...financial performance and provide input on strategies to improve business. Tax planning and...TaxFull timeLocal areaExacta Bookkeeping & Tax Services
Austin, TX18 days ago- ...licensed in most states and serve clients nationwide. As a locally... ...to grow in a supportive, high-performing environment, Whorton... ...book of business for high-net-worth clients with autonomy and discretion... ...with Producers on client strategy, renewals, and marketing...High net worthWork at officeFlexible hours
Whorton Insurance Services
Austin, TX1 day ago $125k
...Description Job Description Tax Senior Associate |... ...practice with an exclusive client base of ultra-high-net-worth individuals and families—clients... ...knit group of experienced partners who want to invest in the... ...tax planning and advisory strategies for ultra-wealthy families...TaxHigh net worthWork at officeLevelociti
Austin, TX9 days ago- ...a coordinated financial strategy that aligns with each client's goals and values. The successful... ...management advice to high-net-worth clients through... ...collaboration with strategic partners Commitment to advanced... ...with fee-based consulting, tax, mutual funds, money manager...TaxHigh net worth
Mariner
Austin, TX4 days ago - ...a coordinated financial strategy that aligns with each client’s goals and values. The successful... ...management advice to high-net-worth clients through... ...collaboration with strategic partners Commitment to advanced continuing... ...fee-based consulting, tax, mutual funds, money...TaxHigh net worth
- ...innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...and experienced M&A Tax Partner to lead and grow our... ...Services practice. In this high-visibility role, you will serve... ...Execution Lead Transaction Strategy: Direct the full lifecycle...TaxContract workWork experience placementLocal areaFlexible hours
Cherry Bekaert
Austin, TX3 days ago $45.88k - $80k
...licensed in most states and serve clients nationwide. As a locally... ...to grow in a supportive, high-performing environment, Whorton... ...book of business for high-net-worth clients with autonomy and discretion... ...with Producers on client strategy, renewals, and marketing...High net worthWork at officeFlexible hoursCombined Agents of America
Austin, TX4 days ago- ...are here to serve our clients beyond what is expected... ...market through CPA partner channels, combining deep... ...advisor brand in the local high-net-worth ecosystem. This is a... ...; Deliver wealth strategies; Close and onboard... ...planning, investment, tax, and estate capabilities...TaxHigh net worthLocal areaRemote work
Choreo
Austin, TX4 days ago $60k - $200k
...& HR solutions. Private Client Sales Executive (Client Advisor... ...as trusted risk management partners to individuals and families.... ..., with an emphasis on high-net-worth households. You will work closely... ...Execute sales and marketing strategies—supported by World’s extensive...High net worthBase plus commissionImmediate startWorld Insurance Associates LLC
Austin, TX9 days ago- ...employment opportunity for a highly skilled Associate in... ...to work with clients, large and small, from... ...estate planning for high‑net‑worth individuals and families... ...generation‑skipping transfer tax planning. Exceptional... ...clients to develop tailored strategies that preserve, protect,...TaxHigh net worthFull timePrivate practiceWork at office
- ...Director of Tax About the Company Well-established private... ...on S Corp, Partnerships, High Net Worth Individuals, and Investments.... ...the company's high-net-worth clients and investment entities. This... ...tax planning, compliance, and strategy development. The role demands...TaxHigh net worthWork at office
- ...management firm in Austin, Texas, is seeking a client-facing Financial Planner to join its... ...professionals to coordinate planning strategies. The ideal candidate will have 5+ years... ...a proven track record of working with high-net-worth clients. This position offers an...High net worth
- ...Description Job Description Providence Staffing client is seeking an experienced Tax Manager in Austin to join a high-growth public accounting firm recognized by... ...Tax Manager, and deep expertise advising high-net-worth individuals, families, and closely held...TaxHigh net worthLocal area
Providence Staffing LLC
Austin, TXa month ago - ...Financial Planner on behalf of our client—a growing wealth management firm serving high-net-worth individuals and families. This... ..., investment management, and tax strategy , helping clients navigate... ...retirement. Key Responsibilities Partner with the planning team to analyze...TaxHigh net worthFull timeWork at office
- ...you'll work closely with ultra-high-net-worth families to provide... ...high-impact solutions across tax, financial, operational, and... ...the strategic backbone to our client relationships—helping families... ...ll Lead Tax & Financial Strategy Develop and oversee tax...TaxHigh net worthWork at office
Casoro Group LLC
Austin, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Strategy Partner for High-Net-Worth Clients. Be the first to apply!
Related searches