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
- ...Overview Our Client, who's runs a mid-sized CPA and Financial... ...an experienced and dynamic Tax Partner to lead their tax practice.... ...proven track record of serving high-net-worth individuals, closely held businesses... .... Key Responsibilities Tax Strategy and Planning : Develop and...TaxHigh net worthWork at office
- ...services firm, seeks a Senior Tax professional for its Family Office... ..., TX. You will advise ultra-high-net-worth families on tax planning, compliance, and wealth strategies, while leading engagements and... ...skills. A diverse client base and opportunity for growth...TaxHigh net worthWork at office
$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...planning and compliance services to high-net-worth individuals and privately-owned...TaxHigh net worthFull timeH1bRemote work- RPM Partners ( is seeking a Managing Director with... ...expertise to advise clients through complex, high‑stakes situations by... ..., restructuring strategies, and business transformation... ...largest accounting, tax, and business... ...entities as well as high‑net‑worth individuals, family...TaxHigh net worthLocal area
- ...and how we deliver for our clients, teammates, communities and... ...services to address their high- and ultra-high net worth clients' trust, estate/wealth... ..., and developing planning strategies while focusing on the bank'... ...income and wealth transfer tax planning, investments, retirement...TaxHigh net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift
- (Equity) Tax Partner Opportunity — CPA Firm | Austin, TX (Hybrid) We’re... ...a hybrid schedule. This is a high-impact leadership opportunity... ...the firm’s long-term growth strategy. Open to Tax Partners and Directors... ...Profit Sharing Generous PTO Client Base / Areas of Focus Small...TaxHigh net worth
$290k
...executive benefits We’ve partnered with a respected... ...Director, Wealth & Estate Strategy . This is a high-visibility executive role... ...strategy for high-net-worth and ultra-high-net-worth clients across a nationwide advisor... ...bringing together estate, tax, trust, insurance,...TaxHigh net worthFull timeLocal areaRelocation package- Tax Partner Opportunity w/ Equity!!! w/ CPA Firm - Austin, TX (Hybrid) Our client is an aggressively growing CPA Firm who are performing a targeted search for a ( Equity)... ...a leadership team with an aggressive growth strategy. They are actively investing in expanding the...TaxHigh net worth
- Tax Hack Accounting Group in the United States is seeking a Tax Partner for a full-time, remote role to lead strategic tax engagements... ...and advise growth-focused clients across eCommerce and digital... ...returns, design advanced tax strategies, and guide on entity structures...TaxRemote jobFull time
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual... ...the ability to interact with clients on their personal tax matters... ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... ...service to our clients.Partner with engagement leadership on...TaxHigh net worthWork at officeLocal area$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...TaxHigh net worthFlexible hours- ...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
$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...TaxHigh net worthFlexible hours$125k - $191k
...their best selves. Our goal is to balance high development with high performance in... ...Profile Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A... ...compliance and planning services to high-net-worth individual clients and privately-held businesses...TaxHigh net worthFull timeFlexible hours- ...building the future of property tax. We combine proprietary... ...Overview: We're hiring a Client Success Manager who will own... ...understanding their portfolio strategy and what's actually driving their... ...natural ability to earn trust with high-net-worth individuals, and to hold your...TaxHigh net worthWork at officeFlexible hours
- Bank of America in Austin, TX seeks an accomplished Private Banker to manage and grow a high-net-worth client base. You will lead client management processes, deliver the Branded Client Experience, and coordinate across the enterprise to meet client needs with wealth and...High net worth
- Crowe is seeking a Tax Manager to join the IronSpire Group, focusing on estate, gift, and trust tax planning for ultra-high-net-worth clients. This role involves delivering high-level consulting and compliance support while managing complex engagements in a hybrid work...TaxHigh net worth
- 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
- ...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
- ...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. This is a... ...clients to develop tailored strategies that preserve, protect,...TaxHigh net worthFull timePrivate practiceWork at office
- ...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
- ...Advisor to guide complex planning for high- and ultra-high-net-worth clients. You will lead engagements from... ...initiation to execution, coordinating with strategy specialists to design comprehensive... ...deep knowledge of trust, estate and tax planning, investments, and cash flow...TaxHigh net worth
$190k - $220k
Tax Director - Family OfficeLocation: Mountain... ...our firm. In this high-impact role, you will... ...to the firm Partners. We provide an integrated... ...developing tax-efficient strategies, managing premier client relationships, and... ...for ultra-high-net-worth individuals, partnerships...TaxHigh net worthFull timeWork at officeLocal areaRemote work$127.7k - $167.62k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...chain planning, international high net worth and global mobility.You will... ...current regarding applicable strategies, see the "big picture" as well as...TaxHigh net worthFull timeWork at officeLocal areaWorldwide$150k
...Tax Manager Mission Wealth is hiring... ...your approach to Tax Strategy. If you can... ...work directly with clients and advisory teams... ...Work with a high-performing & growth... ...solutions to high-net-worth clients Assist... ...pathways to equity partner in the firm, medical...TaxHigh net worthFull timeWork at officeImmediate start- ...is an excellent opportunity to work with high-net-worth individuals and families on sophisticated estate planning and wealth transfer strategies. You’ll take on meaningful responsibility early, advising clients on complex tax and estate matters in a collaborative, high...TaxHigh net worthFull timePrivate practiceWork at office
- ...licensed in most states and serve clients nationwide. As a... ...to grow in a supportive, high-performing environment, Whorton... ...lines book of business for high-net-worth clients with autonomy and... ...Collaborate with Producers on client strategy, renewals, and marketing...High net worthWork at officeFlexible hours
$99k - $266k
...advisory needs such as audit, tax compliance, and planning to... ...be spent focusing on business strategy. You’ll have the opportunity... ...transition. Our team helps our clients design and implement personal... ...entities, entrepreneurs, and high net worth individuals. You’ll be...TaxHigh net worthFull timeH1b- ...division, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial... ...collaborative team environment, partnering with internal resources to serve... ...related to investment advice, tax strategies, legacy and estate planning...TaxHigh net worthLocal areaRemote work
$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
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