Remote Tax Director: Strategic Planning for HNW Wealth
Jobot
Jobot is scaling a remote tax advisory team focused on private client, high-net-worth planning powered by modern technology. We seek a senior tax professional ready to go beyond compliance to strategic, integrated planning for sophisticated clients. The role requires a CPA or EA with 10+ years of experience at a Top 100 CPA firm, expertise in HNW individuals and passthrough entities, and proficiency with CCH Axcess. Equity options and robust benefits accompany this position. #J-18808-Ljbffr
- ...this opportunity seeks a seasoned HNW/Trust & Estates Manager to partner with... ...advisors to optimize estate, gift, and income taxes through planning and implementation. You will... .../part‑time or seasonal options with remote or hybrid work, with brick-and-mortar offices...Remote workHigh net worthFull timePart timeWork from homeFlexible hours
$200k - $230k
...Job details REMOTE This Jobot Job is hosted... ...growing private client tax advisory firms in... ...organic growth and strategic CPA firm acquisitions... ...real, lasting wealth for clients. Our culture... ..., integrated tax planning for sophisticated High... ...firm Expertise in HNW individuals,...Remote workHigh net worthLocal area$105k - $180k
...locations in the United StatesWork Arrangement: Remote, Hybrid, or In-office A Day in the LifeA typical day as a Wealth Transition Services Tax Manager might include the following:Advising and consulting on the estate planning process to create plans based from the tax...Remote workHigh net worthWork at officeLocal areaVisa sponsorship- ...Jobot in San Francisco seeks an HNW Tax Director for Advisory to lead strategic tax planning for ultra-high-net-worth clients and guide a growing advisory team... ...with top CPAs, and help clients build lasting wealth. Remote flexibility, equity options, and rapid career growth...Remote workHigh net worth
$160k - $225k
...resume directly!💰 Tax Manager / Senior Manager / Director “Flexible on title... ...Hybrid or Remote Flexibility🚀 UHNW... ...opportunity with a boutique wealth management firm... ...review, and filing for HNW and UHNW... ...familiesDeliver proactive tax planning and strategic advice across...Remote workHigh net worthFlexible hours- ...Top 50 accounting & advisory firm, seeks a HNW Tax Senior Manager who collaborates with... ...partners, staff, and high net worth clients to plan, manage, review, and complete complex... ...teams and advise on sophisticated tax and wealth planning matters to grow the firm’s high...High net worth
- ...national CPA advisory firm in the Bay Area to hire a Tax Manager with a specialized focus in estate,... ...individuals and families within the private wealth practice. Hybrid flexibility is the standard with open to fully remote for top-tier professionals; locations across Northern...Remote workHigh net worthPrivate practice
$120k
...Tax Preparer – High-Net-Worth ClientsUp to $120,0... ...exposure to comprehensive tax planning for high-net-worth... ...with a growing wealth management firm seeking... ...with the ability to work remotely and come into the office... ...days per monthClientele: HNW/UHNW individuals and familiesExperience...Remote workHigh net worthWork at office- Eide Bailly is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective and oversee multi‑million dollar engagements for high-net-worth clients. You will coordinate across the firm, provide technical tax research, and support...Remote jobHigh net worth
- ...Osaic seeks a highly experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as... ...matter expert on estate planning strategies, trust design, and wealth transfer planning, guiding advisors and clients through complex...Remote workHigh net worth
- CyberCoders, Inc. in Port Washington, NY seeks an experienced Tax Director to lead tax strategy, compliance, and advisory for a premier client... ...mentorship of a tax team, cross-functional collaboration with wealth managers and attorneys, and deployment of advanced tax...High net worth
- NorthPoint Search Group seeks a Tax Director in Chicago to lead planning, compliance and advisory for intricate investment and multi-entity structures.... ...based in a major U.S. financial market, with a focus on wealth planning, estate planning, and sophisticated tax...High net worth
- ...About the Role We’re seeking a Wealth Advisor to join a growing,... ...relationship manager for a book of HNW clients Grow your business... ...Partner with in-house planning and operations teams so you can... ...Flexible work setup, with remote work and office space available...Remote workHigh net worthWork at officeFlexible hours
- ...provide personalized investment solutions, and guide clients through wealth management strategies. The ideal candidate holds FINRA... ...clients. This role offers competitive compensation and a hybrid work model, allowing for both remote and in-office work. #J-18808-Ljbffr...Remote workHigh net worthWork at office
$175k
Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ... ...Please note: Professionals with HNW tax experience in public... ...investment management, estate planning, tax, and accounting... ...This individual will play a strategic role in supporting family members...High net worthWork at office$250k - $300k
...a premiere, boutique wealth management firm providing... ...strong foundation of tax-aware planning, recognizing that tax... ...We are seeking a Director, Tax & Wealth Strategy... ...planning and related strategic planning matters... ...company tenure. ~ Hybrid remote work environment,...Remote workHigh net worthTemporary workCasual workWork at officeFlexible hours- ...About the Role We’re seeking a Wealth Advisor to join a growing,... ...relationship manager for a book of HNW clients Grow your business... ...Partner with in-house planning and operations teams so you can... ...Flexible work setup, with remote work and office space available...Remote workHigh net worthFull timeWork at officeFlexible hours
- ...Recruiting Consultants, Inc. seeks a Tax Supervisor for a dynamic,... ...firm with high-net-worth tax planning and multi-entity compliance.... ...interaction, mentorship, and strategic work with no billable-hour grind... ...considerations, all within a self-managed remote environment. #J-18808-Ljbffr...Remote workHigh net worthWork at office
- ...Jobot is seeking a seasoned tax professional to lead strategic planning for high-net-worth clients in a fast-growing tax advisory firm. This remote role focuses on advisory and relationship-building... ..., and possess deep expertise with HNW individuals, closely held businesses...Remote workHigh net worth
$150k - $190k
...comWhat you'll be doingAs a Private Wealth Business Development Officer (... ...(proportion of on-site and remote work) will be discussed at the... ...of acquiring and maintaining HNW relationships. You have a... ...unit’s incentive compensation plan, which also may include a discretionary...Remote workHigh net worthFull time- ...Schedule: Hybrid (3 Days In-Office / 2 Days Remote) A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses... ...and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and...Remote workHigh net worthWork at office
- ...Resources in the San Francisco Bay Area seeks a senior tax leader with a clear path to partnership to manage HNW/UHNW tax work across individuals, corporate, and... ...for the first 3 months, then hybrid with 2 days of remote work per week; heavy busy-season hours with a...Remote workHigh net worth
$250k - $300k
...Senior Wealth Advisor - Multi-Family Office Omaha, NE | $25... ...Relocation Assistance Available | Remote Considered for Exceptional... ...CFP Highly preferred | HNW & UHNW Wealth Management... ...understands complex wealth planning, estate and tax strategies, trusts, business...Remote workHigh net worthWork at officeLocal areaRelocation package- ...Jobot is seeking an experienced tax leader to guide the strategic direction of our tax practice in California. You will oversee complex engagements... ..., and cross-border operations, driving compliance, planning, and client delivery with senior-level leadership. You will...High net worth
- Job Title: Tax ManagerLocation: Remote or Hybrid to Brea, CA or San Diego... ...: CPA, have a HNW focus in your portfolio... ...will soon turn into a director role really quickly! We focus on strategic planning with our clients, as... ...Public Accounting/OR Wealth Management -At least...Remote workHigh net worthWork at officeFlexible hours
- ...EY is seeking a Manager in Private Tax to deliver tailored tax advice and compliance for high net worth, cross-border families. You will guide complex multi-jurisdictional planning, support wealth transfer and governance strategies, and supervise teams across borders with...High net worth
$140k - $160k
...A leading advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This role offers flexibility with remote, hybrid, or onsite options. Candidates should have at least 6 years of tax experience and be...Remote workHigh net worth- ...EY's Wealth Tax Advisory practice seeks a Manager to lead engagements, mentor professionals, and deepen client relationships for high-... ...private tax advice, governance guidance, and multi-jurisdictional planning, including estate, trust, and gift tax matters. You will...High net worth
$200k - $250k
...Tax Director Multi-Family OfficeA leading wealth management and multi-family office organization is seeking an experienced... ...organization.Contribute to the strategic direction and continued growth of... ...week in the office, with Fridays remote and additional flexibility during...Remote workHigh net worthWork at officeLocal area- ...Dean Dorton is seeking an experienced Tax Associate Director, High Net Worth Individuals, to lead and manage a... ...coordinate engagements, supervise teams, and deliver strategic tax planning while collaborating with attorneys and wealth advisors. You will mentor staff, contribute...High net worth
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