Tax Senior for High-Net-Worth Private Clients
CliftonLarsonAllen
CliftonLarsonAllen (CLA) is seeking a Tax Senior to join our high net worth private client group in the Portland, OR office. The role offers engagement management responsibilities, client advisory work, and opportunities to mentor staff. Ideal candidates have 2+ years of relevant tax experience, CPA eligibility is preferred, and experience with trusts and gift reporting is valuable. CLA values professional development and client service excellence. #J-18808-Ljbffr CliftonLarsonAllen
- ...create opportunities every day, for our clients, our people, and our communities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...other.CLA is looking to hire a Tax Senior to join our high net worth private client group in our Portland, OR office...SeniorTaxPrivate clientHigh net worthFull timeWork at office
- CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Portland, OR is seeking a Tax Senior to join our high net worth private client group. You will prepare, supervise, and review engagements for individuals, trusts, and related entities while collaborating with clients to...SeniorTaxPrivate clientHigh net worth
- CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in the Portland, OR office. You will prepare, supervise, and review engagements for individuals, trusts, gift and related owner pass-through entities, while partnering...SeniorTaxPrivate clientHigh net worthWork at office
- ...create opportunities every day, for our clients, our people, and our communities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...other. CLA is looking to hire a Tax Senior to join our high net worth private client group in our Portland, OR office...SeniorTaxPrivate clientHigh net worthWork at office
$82k - $133.5k
...Senior Tax Associate Work with a Top 20 CPA and advisory firm that... ...industries, Aprio ensures clients are prepared for wherever life... ..., family groups, and high-net-worth individuals while continuing... ...Associate to join our growing Private Client Services (PCS) team....SeniorTaxPrivate clientHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will... ...private businesses, partnering with senior leadership to deliver strategic... ...mentoring staff, developing new client relationships, and driving growth...TaxPrivate clientHigh net worth
- ...Private Client Service ManagerAre you ready to take your career to the next level by working with prestigious clients and delivering tailored... ...Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and...SeniorPrivate clientHigh net worthLocal area
- ...Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance.... ...client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that...SeniorTaxHigh net worthWork at office
$85k - $110k
LeoForce in Vancouver, WA is seeking a Tax Senior to join our hybrid team. The role focuses on preparing and reviewing individual... ...round projections, IRS notices, and proactive planning for high-net-worth clients and real estate investors. We offer a collaborative, relationship...SeniorTaxHigh net worthWork at office- ...seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors,... ...analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients' #J-18808-...SeniorTaxHigh net worth
- ...20 CPA and advisory firm that Accounts for Anything. Key Responsibilities Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients. Stay current on industry trends...SeniorTaxPrivate clientWork experience placement
- The Family Office Head of Tax plays a strategic leadership role within the... ...for ensuring that the family office clients' wealth is preserved and optimized... ...tax experience, ideally including high-net-worth individuals, trusts, private entities, private equity, venture capital...TaxPrivate clientHigh net worthWork at officeRelocation
- ...Job Description The senior wealth advisor position at Mariner will... ...that aligns with each client's goals and values. The successful... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive... ...with fee-based consulting, tax, mutual funds, money manager...SeniorTaxHigh net worth
$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... ...with corporate and private equity clients, this role offers... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...and compliance, treasury, and tax coordination3+ years of...SeniorTaxPrivate clientLocal area$74.9k - $98.99k
...OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great... ...tax matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide$74.9k - $98.99k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity... ...matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide$80k - $100k
...Vancouver, Washington, specializing in tax planning and compliance for... ...term relationships with both our clients and our employees. Rather than focusing on high-volume transactional work, we take... ..., including entities and higher-net-worth planning. Continuing education...SeniorTaxHigh net worthCurrently hiringWork at officeLocal areaFlexible hoursWeekend work$179.85k - $340.97k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...of industries Work alongside private equity firms, strategic clients and... ...leadership and supervision to Staff, Seniors and Managers Qualifications...SeniorTaxPrivate clientLocal areaWorldwide$95k
...ability to manage client relationships independently... ..., and related tax matters; suitable... ...a sustainable, high-value legal career... ...The “Entry level” seniority tag on LinkedIn... ...estates work: high-net-worth families needing estate... ...Pacific Northwest Private Client Bar The...TaxPrivate clientHigh net worthContract workWork at officeLocal areaShift work$100k - $150k
...Senior Tax Manager Bellevue, WA; Kelso, WA; Lacey,... ...About Ascend Backed by private equity from people-... ...expertise in tax matters & client relations, you'll... ...consistently delivering high-quality service.... ...individual clients, high net worth individuals, trust & estates...SeniorTaxHigh net worthWork experience placementInternshipFlexible hours$74.9k - $98.99k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity... ...matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide- ...2026, serving predominately high net worth individuals. EPWA fosters an... ...their professional careers. The Senior Financial Planner works... ...tailored financial plans to clients within the region. This role... ...customized financial plans, including tax planning,retirement planning,...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
- ...About the Role Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work Serve as the primary... ...and mentor tax staff, seniors, and managers across multiple... ...Experience with high-growth clients, private equity-backed companies, or...SeniorTaxHigh net worthRemote job
- ...the world's most sophisticated clients using leading technology and... ...executive role. As a senior member of the Northern Trust... ...base. You'll work with ultra high net worth(UHNW) individuals, families and... ...knowledge of wealth transfer and tax planning strategies. And you'...SeniorTaxHigh net worthLocal areaFlexible hours
- ...background in financial planning and client service within a team that... ...family office services for high-net-worth individuals, families,... ...Portland, the team is now adding a Senior Wealth Management Associate... ...Associates Oversee annual tax reporting and completion of relevant...SeniorTaxHigh net worthWork at officeRemote work3 days per week
$75k - $105k
...seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to... .... In this role, you will support ultra-high-net-worth (UHNW) client relationships by... ...including wires, ACHs, journals, transfers, tax payments, and other service requests with...SeniorTaxHigh net worth16 hoursFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours$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... ...entry-level employees to senior leaders, we believe there’s...TaxHigh net worthWork at officeLocal area- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
- ...Private Client Service ManagerAre you ready to take your career to the next level by working with prestigious clients and delivering tailored... ...Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and...Private clientHigh net worthLocal area
$100k
...professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take...Private clientHigh net worthWork at office
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