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 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 work- ...Our client is an aggressively growing CPA Firm who are performing a targeted search for a (Equity) Tax Partner to join their team in Austin, TX on a Hybrid Schedule. Along with a Base... ...leadership team with an aggressive growth strategy. They are actively investing in...TaxHigh net worth
$70k - $90k
...quasi–family office for ultra–high-net-worth families. We provide... ...comprehensive wealth planning, including tax, estate, cash flow, risk... ...Fully Remote Operations / Client Service Associate to join... ...proactively Participate in strategy meetings and help execute on...TaxHigh net worthFull timeWork at officeRemote workWork from home- Equity Partner Opportunity — CPA Firm | Austin, TX (Hybrid... ...is actively seeking a Tax Partner (Equity Track)... ...schedule. This is a high-impact leadership opportunity... ...firms long-term growth strategy. Open to Tax Partners... ...Sharing Generous PTO Client Base / Areas of Focus...TaxHigh net worth
- ...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
$115k - $145k
...annually. The ideal candidate should have strong accounting experience, preferably 5-7 years in the public accounting sector, along with skills in tax return work for high net worth clients and knowledge of compliance regulations. #J-18808-Ljbffr Caliber Recruiting GroupTaxHigh net worthFull time$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting... ...best selves. Our goal is to balance high development with high performance in... ...and planning services to high-net-worth individual clients and privately-held...TaxHigh net worthFlexible hours$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- ...complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and... ...to develop new business and enhance client wealth strategies while being part of a supportive team culture focused on growth...High net worth
- ...Tax Partner Opportunity Ranked among the largest accounting and consulting... ..., and tax services to our clients. We are proud to foster a... ...professional development. Our strategy is to be digitally driven, industry... ..., we offer a comprehensive, high-quality benefits program...TaxLocal areaRelocation packageFlexible hours
- ...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
- ...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 worthWork experience placementLocal areaWork from homeShift workDay shift
- ...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
- ...Director of the Charitable Strategies Group (CSG) at... ...solutions to HNW and UHNW clients and their advisors. As... ...expert, the Sr. Manager partners closely with internal partners... ...and compellingly on highly complex charitable... ...process and potential tax implication related to...TaxHigh net worthWork at office
- ...team, you'll help clients and relationship owners... ...the potential tax, risk, cost, and... ...managed investing strategies. This client-facing... ...implications. You'll partner closely with... ...documentation approach in a highly regulated... ...professionals, and high-net-worth client scenarios....TaxHigh net worthWork at office
- ...Wealth Management Client Associates help clients... ...and estate strategies with their goals. This is a highly visible position within... ...territories. The role partners with Merrill... ...strategies for ultra-high net worth (UHNW) individuals... .... Strong Tax, legal research and...TaxHigh net worthPrivate practiceWork at officeShift workDay shift
- ...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
- ...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
- About the Role: We are seeking a highly motivated and detail‑oriented Experienced Tax Associate to join our growing public... ...to a diverse portfolio of clients, including individuals, corporations... ...regulations. Assist in tax planning and strategy development to help clients...TaxHigh net worthWork at office
- Tax Advisor - Multiple Levels (Associate, Senior, Manager) Durbin... ...Austin focused on deep client relationships, personalized service... ...compliance work. We serve high-net-worth individuals, closely held businesses... ...with sophisticated tax strategies. We’re looking to grow our...TaxHigh net worth
- ...Providence Staffing client is seeking an experienced Tax Manager in Austin to join a high-growth public accounting firm recognized by Inside Public Accounting as... ...Tax Manager, and deep expertise advising high-net-worth individuals, families, and closely held businesses...TaxHigh net worthLocal area
$200k
...work directly with referral partners, and prospective clients with a focus on developing... ...a coordinated financial strategy that aligns with each client... ...fee-based consulting, tax, mutual funds, money manager... ...of experience working with high net worth or ultra-high net worth...TaxHigh net worthWork experience placementLocal area- ...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
- ...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 new... ...planning, investment, tax, and estate capabilities...TaxHigh net worthLocal area
- ...Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We... ...management, financial planning, and tax strategy in one integrated, proactive... ...Essential Duties & Responsibilities Partner with the planning team to...TaxHigh net worthPermanent employmentFull timeWork at office
- ...is hiring a Wealth Advisor in Austin, TX, focusing on building and maintaining relationships with high net worth clients. The role involves developing business strategies, managing client interactions, and mentoring staff. Required qualifications include a Bachelor's degree...High net worthFlexible hours
- ...deliver exceptional client service. We... ...Lead with Purpose. Partner with Impact. The Director... ...as investment, tax, estate, retirement... ...investment strategies, tax optimization,... ...Prepare and deliver high-impact presentations... ...working with High‑Net‑Worth clients (above $10...TaxHigh net worth
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