Remote Tax Advisor for HNW Wealth Planning (CPA)
Ascension Search Partners
- Remote job
Ascension Search Partners seeks a Tax Manager/CPA for a fully remote role serving high-net-worth individuals and families. You will prepare and review individual returns, with trust returns and planning, year-round projections, and strategic advisory on multi-state matters and equity compensation. Collaboration with advisors is essential to deliver integrated tax and wealth planning solutions. The position emphasizes relationship-building, independence in a remote setting, and leveraging #J-18808-Ljbffr Ascension Search Partners
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...management, advanced tax planning, and multi‑generational... ...directly with clients and advisors to design and implement... ...Direct impact on HNW/UHNW client strategy at...Remote jobHigh net worthFull timeWork at officeFlexible hours- Aurelius Family Office is seeking a full-time remote CPA/CFP/PFS with a strong background in tax planning and holistic wealth management. You will review tax returns for individuals, trusts, and businesses, and implement comprehensive financial plans aligned with client...Remote jobHigh net worthFull timeWork at office
- AlphaHire is seeking a licensed CPA to join our growing public... .... This role blends traditional tax compliance with strategic tax planning, estate planning, retirement planning, and wealth management. Working with experienced advisors, you will prepare returns, provide...High net worth
$150k - $170k
...you an experienced CPA who enjoys helping... ...families make smarter tax decisions, beyond... ...Integrated Tax Advisors is seeking an experienced... ...integrated tax planning and tax preparation... ...with an established wealth management firm serving... ...including a hybrid remote work opportunity...Remote workHigh net worthFull timeLocal area$130k - $150k
...Job Title: Remote Tax Advisor, CPA Firm Job ID: 1055467 Date Posted: July 28, 2026 Employment... ...quarterly advisory meetings and delivering proactive tax planning. Lead quarterly client advisory meetings to review...Remote workHigh net worthFull timeFlexible hours- ...LLC is seeking an experienced Principal Tax Advisor to join our Tax Advisory Services team in... ..., providing expert tax compliance and planning services. The ideal candidate will have... ...minimum of 6-8 years of experience, an active CPA license, and strong leadership skills....High net worthFlexible hours
- ...& Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving... ...-wealthy families. The role emphasizes planning, advisory and compliance for gifts, trusts... ...hybrid with 2 days in the office and 3 days remote, offering collaboration with Partners and...Remote workHigh net worthWork at office
- ...Wealth Advisor Compound Planning, with over $3B AUM, is a high growth digital family office... ...advisors, technologists, tax professionals, and... ...office. You have worked with HNW and UHNW individuals and hold... ...required accreditation (CFP, CPA, Series 65, etc.). You want...Remote workHigh net worthWork at office
- Talnt, a leading wealth advisory firm in New York, seeks a Senior Associate to join its HNW tax practice. You will work on complex individual... ...into broader financial planning responsibilities. You will... ...with attorneys and investment advisors, develop proactive tax...High net worth
- ...real estate, Entertainment, and HNW Individuals. We have a unique... ...split into 2 focus areas of Tax & Business Advisory.We pride ourselves... ...!***Heavily Hybrid and Fully REMOTE models available*** that we... ...tax returns, extensions, tax planning calculations, for all entity...Remote workHigh net worthImmediate start
- ...financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery... ...experience in financial planning. This full-time, non-remote position requires strong analytical skills and a...Remote workHigh net worthFull time
- Huntington is seeking a Wealth Planner to provide financial planning services to clients with a net worth of $1-10M. This role requires 8+ years in financial planning and a Bachelor's degree, ideally with CFP designation. The Wealth Planner will develop financial strategies...Remote jobHigh net worthWork at officeFlexible hours
$150k - $250k
...behalf of a successful Wealth Management firm... ...experienced Wealth Advisor ready for their next... ...advisor for UHNW/HNW clients, delivering... ...personalized financial planning and advice. Build... ...across retirement, tax, estate, and multi‑... ...with hybrid/remote options Next Steps...Remote workHigh net worthFull timeFlexible hours- ...Wealth Strategist We're looking for a seasoned... ...comprehensive financial plans for high-net-worth (HNW) clients, helping... ...retirement, estate, tax, risk management, and... ...~ Preferred: JD or CPA credentials.... ...is a full-time, non-remote position FLSA Status...Remote workHigh net worthFull timeLocal area
$110k - $140k
...Job details Tax Manager - Growing firm and Remote Opportunity This... ...career development advisors as added resources... ...in Accounting CPA licensure Experience... ...tax consulting, planning and preparation... ...0 23 hours ago HNW Tax Manager (Wealth Management Firm)...Remote workHigh net worthFull timeLocal areaWork from homeFlexible hours- LEVELOCITI is seeking a Tax Senior/Tax Supervisor for high-net-worth entertainment clients in... ...prepare and review complex returns, provide planning, mentor junior staff, and partner with clients and advisors. Hybrid to remote work, with competitive pay and strong...Remote jobHigh net worth
- ...York, NY, is seeking a Senior Tax Associate to focus on high net... ...taxation, gift, trust, and estate planning engagements. The role includes... ...(2 days in office / 3 days remote). Requirements include a... ...engagements and clients. #J-18808-Ljbffr Focus Partners Wealth, LLCRemote workHigh net worthWork at office
- Description The Wealth Planner plays a pivotal... ..., advice-led planning experience to high-... ...clients and Wealth Advisors, the Wealth Planner... ...planning engagements for HNW clients. Conduct... ...incorporating retirement, tax, estate, investment... ...their best work. Remote roles will also...Remote workHigh net worthWork at officeWork from homeFlexible hours
$110k
...Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus... ...A growing boutique CPA firm focused on helping... ...exposure, and build long-term wealth. Our clients include... ...will lead proactive planning conversations, develop...Remote workHigh net worthFull timeFlexible hours- SR Staffing is seeking a Senior Tax Strategy Advisor (CPA) for a fully remote, tax-only advisory role. You will work directly with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. This...Remote jobHigh net worth
- ...Certified Public Accountant (CPA) to join a growing public... ...position is ideal for a tax professional who wants to... ...into strategic tax planning, estate planning, retirement planning, and wealth management . Working alongside experienced advisors, you'll gain exposure to...High net worthLocal area
$50 per hour
...shared passion for what’s next, this is the right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external...High net worthFull timeWork at officeLocal area3 days per week$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks, California... ...-glove client care in tax planning, preparation, resolution,... ...contact for fiduciary and HNW clients Conduct tax... ...Thousand Oaks, CA; limited remote flexibility available post...Remote workHigh net worthHourly payFull timePart timeWork at officeMonday to Friday$200k - $240k
...Senior Wealth Strategist We're building a... ...and high net worth (HNW) clients to develop... ...and implement wealth planning as part of CIBC... ...their estate planning, tax planning,... ...proportion of on-site and remote work) will be discussed... ...and outside advisors (i.e., attorneys, CPAs...Remote workHigh net worth- ...offices in the tristate area specializing in wealth management, financial advisory and tax/accounting services. This is a FULLY REMOTE tax preparer role. Responsibilities... ...trusts. Identify and implement basic tax planning strategies to help clients minimize liabilities...Remote workHigh net worthLocal area
- Choreo, a wealth management firm, seeks a Director, Wealth Advisor in Boston to drive client acquisition through CPA channels. This role involves building relationships, managing a client... ...the candidate will leverage financial planning expertise to deliver cohesive wealth...High net worth
- HHTax, the tax placement division of Henderson Harbor Group, seeks a talented tax senior to join a family office client... ...collaborate with attorneys, investment professionals, and other advisors to optimize wealth planning, advise on #J-18808-Ljbffr Henderson Harbor GroupHigh net worthWork at office
- Jobot Consulting is seeking a part-time remote Tax Specialist to provide wealth advisory services. The ideal candidate will hold an EA certification and have a solid background in tax planning, with at least 5 years of experience in financial advisory. This role allows...Remote jobPart timeFlexible hours
$70k - $120k
Tax Supervisor CPA - $70-$120K- work/life balance & less req’d billable hours... ...growing Public Accounting & Wealth Management Firm based in... ...sophisticated tax and financial planning concepts? Are you looking... ...and we live our core beliefs Remote work available upon...Remote workHigh net worthFull timeFlexible hours$90k - $125k
...Feldman is seeking a Senior Tax Staff Accountant,... ...Perform tax research and planning, as needed, to solve client... ...with entertainment and HNW individuals is highly preferred... ...is preferred ~ CPA or CPA eligibility is a... ...services organization offering wealth management, family...Remote workHigh net worthWork experience placementWork at officeLocal area
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