Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Partner-HNW

Spartan Placements, LLC

Job Description

Job Description

Tax Partner High Net Worth

Work location: West Palm Beach, FL. Hybrid schedule will be considered.

Key Responsibilities:

  • Provide strategic tax planning for HNWIs, trusts, and estates.
  • Ensure compliance with federal, state, and international tax laws.
  • Lead and mentor tax teams to deliver top-tier client service.
  • Drive business development and firm growth through networking and client acquisition.

Qualifications:

  • CPA, JD, or LL.M. in Taxation.
  • 12+ years of HNW tax advisory experience.
  • Strong business development and leadership skills.
  • Expertise in estate tax, trusts, and wealth transfer strategies.
  • Proficient with use of GoSystem Tax RS is a plus

We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

Vacancy posted 22 days ago
Similar jobs that could be interesting for youBased on the Tax Partner-HNW in West Palm Beach, FL vacancy
  •  ...you’ll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high... 
    Tax
    High net worth
    Full time
    Private practice
    Local area

    EisnerAmper

    West Palm Beach, FL
    3 days ago
  • $300k

     ....EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner. The partner will source and lead complex advisory engagements and...  ...About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners... 
    Tax
    High net worth
    Full time
    Local area

    EisnerAmper

    West Palm Beach, FL
    3 days ago
  • $280k - $400k

     ...Forensic, Litigation & Valuation Services group and is seeking a Partner to join their practice. In this role you will be involved both...  ...About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and... 
    Tax
    High net worth
    Full time
    Local area

    EisnerAmper

    West Palm Beach, FL
    3 days ago
  • Job DescriptionRPM Partners () is seeking a Managing Director with deep automotive and manufacturing restructuring expertise to advise clients...  ...About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners... 
    Tax
    High net worth
    Full time
    Local area

    EisnerAmper

    West Palm Beach, FL
    4 days ago
  •  ...assisting a well known CPA firm in West Palm Beach, FL, to hire a Senior Tax Manager focused on high-net-worth and private equity clients. The...  ...days in West Palm Beach. You will review complex partnership and HNW returns, provide planning and compliance services, mentor staff,... 
    Tax
    High net worth
    Work at office

    Ascendo Resources

    West Palm Beach, FL
    1 day ago
  • $170k - $220k

     ...goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management,...  ...Matching! #accounting-finance #wealth-planning #estate #trust #1040 #hnw #tax-planning #1041 #tax-consulting #uhnw #706 #709 #tier1 #J-18... 
    Tax
    High net worth
    Work at office

    Leoforce

    West Palm Beach, FL
    4 days ago
  • Jobot is seeking a Senior Tax Manager to join a fast-growing team serving multi-generational family offices. You will handle highly complex tax returns and lead a tax team, blending technical expertise with client advisory skills. This role features flexible hybrid schedules... 
    Tax
    High net worth
    Flexible hours

    Jobot

    West Palm Beach, FL
    3 days ago
  •  ...throughout the Southeast is seeking an experienced Trusts & Estates Partner to join its West Palm Beach office. The firm represents...  ...sophisticated estate planning, trust administration, wealth transfer, and tax planning matters. The firm is looking for a Trusts & Estates... 
    Tax
    High net worth
    Hourly pay
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Bonham Solutions

    West Palm Beach, FL
    4 days ago
  • $85k - $110k

     ...Senior Tax Accountant | West Palm Beach | Hybrid | $85,000 to $110,000 I've recruited two...  ...rest of their life around it. One of the Partners summed it up better than I could: "Family...  ...get a really good mix of tax work across HNW individuals, Partnerships, Trusts and Non... 
    Tax
    High net worth
    Summer work
    Flexible hours
    Afternoon shift

    Distinct | North America

    West Palm Beach, FL
    19 hours ago
  •  ...serve as the central point of contact for HNW clients across banking lending and High...  ...expertise in banking and lending. The role partners with Investment Advisors and Trust...  ...experienceLeverages and coordinates specialists (Taxes, Trust and Estate) to provide... 
    Tax
    High net worth
    Full time
    Local area
    Work from home
    Flexible hours

    TD Bank

    West Palm Beach, FL
    19 hours ago
  • EisnerAmper is seeking a Partner for our Financial Services State & Local Tax team in West Palm Beach, Florida. This role involves building a tax group and offering multistate consulting and compliance services while mentoring staff and fostering professional growth. The... 
    Tax
    Local area

    EisnerAmper

    West Palm Beach, FL
    4 days ago
  • $110k - $140k

     ...weeks of PTO first year! Job Details Our HNW clients require more than just compliance....  ...related field 4+ years in public accounting tax role Experience with strong tax...  ...from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message... 
    Tax
    High net worth
    Summer work
    Local area
    Flexible hours

    Jobot

    West Palm Beach, FL
    2 days ago
  •  ...succeed and the autonomy to reach your goals. EisnerAmper has experienced significant growth and is seeking a Partner for our Financial Services State & Local Tax team. In this role you will be involved both in new business opportunities as well as servicing existing... 
    Tax
    Local area

    EisnerAmper

    West Palm Beach, FL
    3 days ago
  • $105k - $125k

     ...Beach, FL, are searching for a skilled tax associate and senior tax associate with 3...  ...;t work insane hours like some firms. The partners are looking for an senior tax associate with...  ..., and Partnerships. Enter business and HNW tax information into a variety of prep... 
    Tax
    High net worth
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Caliber Recruiting Group

    West Palm Beach, FL
    22 days ago
  • $60k - $75k

     ...financial plans. Responsibilities include coordinating account openings, preparing client materials, and collaborating with professionals in tax and estate planning. The ideal candidate has a Bachelor's degree in Finance or Economics, at least 1 year of experience, and strong... 
    Tax
    High net worth

    SCS Financial

    West Palm Beach, FL
    4 days ago
  • A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant... 
    Tax
    High net worth

    Andersen

    West Palm Beach, FL
    1 day ago
  • LeoForce is seeking a Senior Private Client Services professional for our West Palm Beach office to serve UHNW clients with complex tax and estate planning needs. Role emphasizes leadership, mentoring, and high-touch service in a private client setting. The candidate should... 
    Tax
    High net worth
    Work at office

    LeoForce

    West Palm Beach, FL
    1 day ago
  • $115k

     ...Office Financial & Accounting Associate to support the financial, accounting, tax, estate planning, and wealth management activities of a multi-family office serving a select group of senior partners and their families. This role offers broad exposure to personal financial... 
    Tax
    High net worth
    Work at office

    Ledgent-Finance-

    West Palm Beach, FL
    3 days ago
  • Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will... 
    Tax
    High net worth
    Local area

    Andersen

    West Palm Beach, FL
    5 days ago
  • $102k - $190k

     ...ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a...  ...portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization).Collaborates with internal specialists for tax, trust... 
    Tax
    High net worth
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    West Palm Beach, FL
    5 days ago
  •  ...Jobot is seeking a tax professional in West Palm Beach on a hybrid schedule. You will work with high-net-worth clients, handling complex tax research and compliance, and enjoy a better work-life balance. This role offers competitive pay, 75% paid benefits, PTO, and a culture... 
    Tax
    High net worth

    Jobot

    West Palm Beach, FL
    1 day ago
  •  ...Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and review international tax compliance filings and provide consulting services for clients with global investments. The ideal... 
    Tax
    High net worth

    bpbcpa

    West Palm Beach, FL
    19 hours ago
  •  ...succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able...  ...accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness... 
    Tax
    High net worth
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    West Palm Beach, FL
    3 days ago
  •  ...transactions for high-net-worth individuals and families. Duties Collaborate with estate planning attorneys on wealth transfer strategies and tax‑efficient structuring. Advise private clients and trusts on real estate acquisitions, dispositions, and financings. Structure and... 
    Tax
    High net worth

    BCG Attorney Search

    West Palm Beach, FL
    2 days ago
  •  ...estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge of relevant state and federal tax laws.This role offers... 
    Tax
    High net worth
    Private practice
    Work at office
    Remote work
    2 days per week

    Direct Counsel

    West Palm Beach, FL
    4 days ago
  •  ...Tax ManagerWork location: Garden City, NY or West Palm Beach, FL. Hybrid schedule will be considered.Responsibilities:Review complex...  ...clientsResearch Federal, state, and cross-border tax issuesStrategize with partners and the client engagement teams on tax planningWork closely with... 
    Tax
    High net worth
    Work at office

    Spartan Placements

    West Palm Beach, FL
    4 days ago
  •  ...Tax Senior ManagerSeeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized...  ...You'll Contribute:Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead... 
    Tax
    High net worth
    Work at office

    Kaufman Rossin

    Palm Beach Gardens, FL
    4 days ago
  •  ...on estate planning, trust administration, and wealth transfer strategies. The role involves drafting complex estate plans, optimizing tax strategies, and coordinating with corporate and real estate attorneys to deliver comprehensive solutions. Licensed in Florida with 5-... 
    Tax
    High net worth

    Jobot

    West Palm Beach, FL
    4 days ago
  •  ...lead strategic philanthropy, engage high-net-worth donors, and partner with professional advisors in estate and trust planning. This is...  ...The position requires fluency in charitable giving vehicles, tax planning, and investment concepts, with the credibility to engage... 
    Tax
    High net worth

    Jobleads-US

    West Palm Beach, FL
    5 days ago
  • Jobot, a growing CPA firm serving high-net-worth individuals and closely held entities, seeks a senior tax advisor with extensive experience in trusts, estates and gift tax. The role requires mentoring staff, leading engagements, and delivering strategic tax planning for... 
    Tax
    High net worth

    Jobot

    West Palm Beach, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Partner-HNW. Be the first to apply!