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
$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- ...building the future of property tax. We combine proprietary... ...InnovationRole Overview: We're hiring a Client Success Manager who will own... ...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
- ...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
$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$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- ...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
$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$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$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- ...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
$154.2k - $210k
...trust, and individual tax returns for entertainment... ..., athletes, high-net-worth individuals, family offices... ...exposure and support clients' long-term financial objectives... ...of tax planning strategies. Define engagement objectives... ...performance. Partner with firm leadership to...TaxHigh net worthFull timeContract workLocal areaFlexible 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- ...This Is Not Your Average Client Services Coordinator... ...management, tax strategy, and multi-family office... ...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
$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 area- ...We Are Skyline Wealth Strategies (SWS), a growing family office... ...platform serving 200+ high-net-worth families (HNWFs) with $5–... ...as the go-to wealth partner for HNWFs focused on tax-efficient legacy planning... ...existing managed account clients Partner with Skyline on...TaxHigh net worthWork at office
- ...products and services to high-net-worth and ultra-high-net-worth individuals... ..., and highly tuned strategies to address clients' unique needs and... ...specialty trusts, custody, tax, specialty assets, regulatory... ...Trust's processes to internal partners.Develop and maintain an in...TaxHigh net worthFull timeWork experience placementWork at office
- ...passionate about helping their clients and our teammates achieve... ...clients across asset allocation, tax strategy, retirement planning, equity... ...book that demands a high-touch, detail-oriented relationship... ...touch relationships with high-net-worth individuals or families ~ Exceptional...TaxHigh 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
- ...for our Planning Strategy & Research (PS&R)... ...planning innovation and client experience. This... ...a consistent, high-quality, intimate... ...Senior Associate partners closely with the Practice... ..., economics, tax, or financial planningCFP... ...firm serving high net worth and ultra-high net...TaxHigh net worthWork at office
$60 - $75 per hour
...Part Time Tax Manager This Jobot Consulting... ...: Advise clients on tax planning and... ..., providing high-quality service and... ...innovative tax planning strategies and compliance... ...partnership, and high-net-worth individual returns... ...and contracted partners. Frequency varies...TaxHigh net worthHourly payPart timeLocal areaRemote work- ...Manager to support our clients' AI journeys at... ...in delivering product strategy and impactful solutions... ...constraints. Collaborate with partner teams to deliver... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...TaxHigh net worthLocal areaFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in... ...serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees...High net worthWork at office- ...Vice President, Advanced Planning is a client-facing role that serves as a financial planning... ...subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on... ...of trusts and estate planning, income tax planning or succession planning work...TaxHigh net worthFull timeWork experience placement
$107.3k - $171.6k
...Tax ManagerCherry Bekaert delivers innovative advisory, assurance, and tax services to our clients. We are proud to foster a collaborative environment... ...a Tax Manager to join our high performing team in Austin.... ...professional services, and high net worth individualsManage...TaxHigh net worth$88.6k - $181.9k
...Communications, and Facilities Management. This Tax Senior Accountant role is part of our... ...you’ll doAs a Tax Senior Accountant, Partner Tax Matters you will be responsible for reviewing... ..., based on the work you do and the clients and industries/sectors you serveLimited...TaxLocal areaVisa sponsorship
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!
- family partner Austin, TX
- partner operations manager Austin, TX
- senior partner marketing manager Austin, TX
- marketing partner Austin, TX
- partner sales Austin, TX
- care partner Austin, TX
- partner marketing manager Austin, TX
- partner channel marketing manager Austin, TX
- partners healthcare Austin, TX
- operating partner Austin, TX





