Senior Tax Advisor for High-Net-Worth Wealth & Planning
The LifeWealth Group
The LifeWealth Group is seeking a CPA responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients. This role involves partnering with wealth advisors to deliver proactive tax strategies. Successful candidates will possess a Bachelor's Degree, an active CPA License, and 3-5+ years of relevant tax experience. Strong collaboration and communication skills are essential for translating complex tax concepts into client-friendly guidance. #J-18808-Ljbffr The LifeWealth Group
- ...accounting professional to join the wealth management team in New York.... ...and fiduciary income tax returns and providing strategic tax advisory services for high-net-worth clients. The ideal candidate... ...strong capabilities in income-tax planning. The role offers a...SeniorHigh net worth
- ...treasury management, and lending solutions to high net worth individuals. This role involves advising clients on managing their wealth, connecting them across various business lines, and ensuring comprehensive financial planning. The ideal candidate will have at least ten...SeniorHigh net worth
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... .... The role partners closely with high–net‑worth individuals and families to develop... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- Fwainvest is looking for a Wealth Consultant IV to provide advanced wealth planning for high-net-worth clients with significant autonomy. The role requires a bachelor's... ...planning needs and collaborating with Financial Advisors. The position operates in a hybrid work...SeniorHigh net worth
- Fwainvest is seeking a Senior Private Wealth Trust Officer to manage personal trust accounts for high-net-worth clients in the Town of Florida, NY. This role requires strong... ...bachelor's degree. The position involves tax planning, client interaction, and leadership responsibilities...SeniorHigh net worth
$139.7k - $232.9k
## Senior Wealth Advisor, Palm Beach, FLApplyremote type: Onsite Positionlocations: Palm Beach,... ...determine solutions through the financial planning process. Prioritize short term and... ...of 5 years’ sales experience in the high net worth or ultra high net worth client segmentProven...SeniorHigh net worthTemporary workWork experience placement$100k - $150k
...accounting professional to join our wealth management team. You will... ...and fiduciary income tax returns, financial administration... ...strategic tax advisory services for high‑net‑worth clients. Primary... ...and review tax projections for planning, estimated taxes, and other tax...SeniorHigh net worthLocal areaFlexible hours- ## Senior Private Wealth Trust OfficerApplylocations: Saint Petersburg, Florida... ...of varying complexity for high-net-worth and ultra-high-net-worth... ...in the income tax planning and preparation process, performs... ...beneficiaries, Financial Advisors and other relevant parties...SeniorHigh net worthWork experience placementWork at office
$165k - $200k
...seeking a seasoned professional to manage high net worth client relationships, responsible for... ...candidate will provide expert advice in Wealth Management, coordinating a team of Banking... ...benefits such as healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr...SeniorHigh net worth- ...We are seeking an experienced Senior Tax Associate to join our team. This role will focus... ...professional services clients, as well as high‑net‑worth individuals, families, and related... ...interests, K‑1 income, and multi‑entity planning considerations. This individual will work...SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...is a top-ranked accounting, tax, and advisory firm with offices... ...are seeking an experienced Senior Tax Associate to join our team... ...services clients, as well as high-net-worth individuals, families, and related... ...K-1 income, and multi-entity planning considerations. This...SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- Tax Senior Associate | Private Client Services (PCS) Florida Full Time... ...consulting engagements for high-net-worth individuals, families, and... ..., and provide strategic tax planning and advisory services. This... ...relationships, serving as a trusted advisor. Assist with IRS and state...SeniorHigh net worthFull timeWork at officeLocal area
- ...Florida, NY, to provide tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate will possess... ...financial needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service...SeniorHigh net worth
- M&T Bank Corporation is seeking a Senior Wealth Advisor in Palm Beach, Florida. This role involves leading client relationship teams while... ...within financial services and a proven track record managing high net worth clientele. Ideal candidates will possess a Bachelor's...SeniorHigh net worth
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Florida, United States. This role requires strong analytical skills and the ability to build relationships with high net worth clients. The successful candidate will anticipate client needs and...SeniorHigh net worth
- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...SeniorHigh net worth
- Citi in the Town of Florida, New York, is looking for a Wealth Relationship Management Sr. Analyst SAFE Act. This seasoned professional... ...will identify and deepen relationships within affluent and High Net Worth segments, providing tailored financial solutions. The ideal...SeniorHigh net worth
- ...reviewing complex individual, trust, and business tax returns for high-net-worth clients while partnering closely with wealth advisors to deliver proactive, year-round tax... ...involves researching and implementing advanced planning solutions such as entity structuring,...High net worth
- Northern Trust Corp is seeking a Regional Wealth Advisor for the Family Office Solutions team in the... ...a proven track record working with ultra-high net worth clients and be responsible for developing comprehensive wealth plans. This role emphasizes collaboration with local...High net worthWork at officeLocal area
- ...services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review... ...tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is required...SeniorHigh net worth
- PKF O'Connor Davies is seeking a Senior Tax Associate to focus on preparing tax returns for diverse clients, including professional services and high-net-worth individuals. The role involves strong technical tax knowledge, organizational skills, and collaboration with...SeniorHigh net worth
- ...Taxation or Trusts & Estates, and Florida Bar admission is preferred. The role involves advising high-net-worth clients on estate planning and implementing advanced wealth transfer strategies. This position offers mentorship and opportunities for professional growth in...High net worthWork at office
$72.88k - $109.32k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and... ...Lending Consultants and Financial Advisor, Small Business Partners,...High net worthFull timeWork at office- ...years) to join their growing private wealth/ trusts & estates practice(s). Attorneys in this group advise high?net?worth individuals and families on sophisticated estate planning and wealth transfer strategies, including trusts, tax planning, succession planning, and much...High net worthPrivate practiceWork at office
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...SeniorHigh net worth
- A dynamic wealth management firm in Jacksonville, FL seeks a Certified Financial Planner to conduct financial assessments and develop strategic plans for high-net-worth clients. Candidates must hold a CFP® or CFA designation and be proficient in financial planning tools...High net worthFull time
- ## Regional Wealth Advisor, Family Office SolutionsApplylocations... ...for ultra-high net worth clients ($100 million... ...multi-disciplinary wealth plan. The Regional Wealth Advisor... ..., wealth transfer and tax efficiency goals.3.... ...organization is encouraged, senior leaders are accessible...High net worthWork at officeLocal areaFlexible hours
$90k - $120k
...Robertson Stephens Wealth Management (“Robertson Stephens... ...We serve the financial planning and investment strategy needs of high-net-worth individuals and family... ...elevate the client and advisor experience and create lasting... ...professionals using tax‑efficiency strategies, cash...High net worthTemporary workWork at officeFlexible hours- ...'Connor Davies is seeking an experienced Tax Manager to manage complex tax engagements for professional services clients and high net worth individuals. The role requires strong technical... ...including medical, dental, and vision plans, as well as opportunities for...SeniorHigh net worth
- ...Connor Davies is seeking an experienced Tax Supervisor in Fort Lauderdale, FL. This... ...engagements for professional services clients and high-net-worth individuals. The ideal candidate will... ...structures and multi-entity planning. You will be responsible for maintaining...SeniorHigh net worth
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