Senior Tax Advisor: High-Net-Worth & Multi-Entity
PKF O'Connor Davies
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 supervisory staff. The ideal candidate will possess a Bachelor’s degree in Accounting, at least 3 years of tax experience, and excellent analytical abilities. A supportive environment fosters career growth, education, and work-life balance. #J-18808-Ljbffr PKF O'Connor Davies
- PKFOD is seeking an experienced Senior Tax Associate in Fort Lauderdale, Florida. The role focuses on preparing tax returns for professional services clients and high-net-worth individuals. The ideal candidate will have strong tax knowledge and organizational skills, working...SeniorHigh net worth3 days per week
- PKFOD is looking for a motivated Tax Associate in Fort Lauderdale, Florida, to handle tax returns for clients including high-net-worth individuals and related entities. This role requires a Bachelor's degree in Accounting and at least 1 year of relevant experience. The...High net worth
- ...We are seeking an experienced Senior Tax Associate to join our team. This... ...professional services clients, as well as high‑net‑worth individuals, families, and related entities. The ideal candidate will bring... ...interests, K‑1 income, and multi‑entity planning considerations....SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...top-ranked accounting, tax, and advisory firm with... ...seeking an experienced Senior Tax Associate to join our... ...services clients, as well as high-net-worth individuals, families, and related entities. The ideal candidate... ...interests, K-1 income, and multi-entity planning...SeniorHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- A financial 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 complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorHigh net worth
- A growing wellness franchise is seeking a Staff Accountant to manage accounting for multiple entities. The ideal candidate should have at least 4 years of experience in accounting, strong knowledge of GAAP principles, and excellent analytical skills. Responsibilities include...Senior
- ...wealth management team in New York. This role involves preparing personal and fiduciary income tax returns and providing strategic tax advisory services for high-net-worth clients. The ideal candidate will have a Bachelor's in Accounting, 5-7 years of relevant experience...SeniorHigh net worth
$90k - $120k
...firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that handle... ..., and other business and pass through entities. Pay and Benefits: Pay: $90,000- $120,0... ...for various entities, businesses, high net worth individuals, pass through entities, C-Corps...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job... ...and consulting engagements for high-net-worth individuals, families, and their related entities. You will supervise and mentor... ...relationships, serving as a trusted advisor. Assist with IRS and state tax...SeniorHigh net worthFull timeWork at officeLocal area
- ...Connor Davies is seeking an experienced Tax Supervisor in Fort Lauderdale, FL. This... ...for professional services clients and high-net-worth individuals. The ideal candidate will have... ...complex compensation structures and multi-entity planning. You will be responsible for maintaining...SeniorHigh net worth
$100k - $150k
...and review of personal and fiduciary income tax returns, financial administration, and strategic tax advisory services for high‑net‑worth clients. Primary Responsibilities Prepare... ...fiduciary income tax returns, including multi‑state filings. Prepare and review tax projections...SeniorHigh net worthLocal areaFlexible hours- ...financial operations for an expanding portfolio in affordable housing development. Candidates should have a strong background in multi-entity accounting and be prepared to thrive in a fast-paced environment. The position is fully on-site initially, with a chance for...Remote work
- Segrera Associates in New York is seeking a Sr Accountant to join their team. The ideal candidate will have a Bachelor’s degree in Accounting and at least two years of public accounting experience along with three years of progressive accounting experience. You will assist...Senior
- A recruitment consultancy is seeking a Senior Accountant for a distribution company’s U.S. headquarters. The role is critical in managing... ...offers a full-time employment opportunity as part of a dynamic team in Hollywood, FL. #J-18808-Ljbffr Lighthouse Search AdvisorsSeniorFull time
- King Ocean Inc. seeks a Senior Accountant for its Sweetwater, FL location. This full-time position involves handling general ledger responsibilities, preparing financial statements, and collaborating with the Controller on audit support and various financial operations...SeniorFull time
- Tax Associate We are seeking a motivated Tax Associate to focus on the... ...for professional services clients, high-net-worth individuals, families, and related entities. Key Responsibilities Prepare... ...Axcess (preferred). Exposure to multi‑entity and multi‑state taxation issues...High net worthLocal areaFlexible hours
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private... ...the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...tax planning and compliance services to high net worth and private equity clients Assisting...SeniorHigh net worthWork at office
$90k - $100k
Solomon Page is looking for a detail-oriented Accountant to support a complex structure of investment entities. This role requires managing multiple priorities and maintaining precise financial records across various entities. The position is based in Florida, New York...Work at office- ...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... ...outgoing, sales‑minded, self‑motivated and multi‑faced to help grow our business. Our...SeniorHigh net worth
- 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
- JPMorgan Chase is seeking a Relationship Manager in the Town of Florida, NY, to manage high-net-worth client relationships across banking and investments. You will collaborate with partners to provide tailored solutions and exceptional service. The role requires at least...SeniorHigh net worth
- ...in Town of Florida is seeking a motivated Tax Associate to prepare tax returns for clients including high-net-worth individuals and entities. The ideal candidate will possess strong... ...This role facilitates collaboration with senior team members to provide high-quality client...High net worth
- Chase in the Town of Florida, NY is seeking a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investment services. This role requires strong client engagement skills and an understanding of wealth management....SeniorHigh net worth
- ...seeking a Private Client Relationship Manager in New York to provide business and lending solutions. This role involves advising high net worth individuals on managing their wealth and optimizing their financial strategies. You will partner with a local team to bring in...SeniorHigh net worthLocal area
- ...Horizon Bank is seeking a Private Client Relationship Manager to provide depository, 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...SeniorHigh net worth
$90k - $120k
...building relationships, handling billing, and achieving revenue growth metrics. Candidates must have 5-10 years of experience in high net-worth insurance and a Property and Casualty Broker's License. Aon offers a comprehensive benefits package and values an inclusive...SeniorHigh net worthRemote job- ...Town of Florida, NY, to provide tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal... ...financial needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service delivery....SeniorHigh net worth
$90k - $100k
A privately held, multi-generational investment organization... ...Beach is seeking a highly detail-oriented... ...structure of investment entities spanning real estate, private... ...schedules for tax and advisory teams Assisting... ...services supporting high‑net‑worth clients Experience...High net worthWork at office- U.S. Bank is seeking a seasoned client relationship manager responsible for the retention and growth of high net worth client relationships. You will lead a team of Banking, Trust, and Investment professionals to meet and exceed client needs while addressing complex wealth...SeniorHigh net worth
$74.6k - $124.4k
...Settlement Administrator in the Town of Florida, New York. This role involves managing the full lifecycle of estate administration for high-net-worth clients, ensuring compliance and mentoring junior team members. The ideal candidate should have a Bachelor's degree or...SeniorHigh net worth
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