UHNW Tax Associate — Wealth & Estates
CI Financial
Corient is seeking a dedicated Tax Associate to join our Corient Tax Practice, providing planning and compliance services to high-net-worth families, trusts, estates and foundations. Responsibilities include preparing individual, trust and business tax returns, analyzing documents, researching tax issues, and supporting planning for clients. Qualifications include a BA/BS in Accounting, CPA license preferred, 1–3 years of experience. #J-18808-Ljbffr CI Financial
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and... ...across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services. This remote role...SuggestedRemote job
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in... ..., automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and...SuggestedFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in... ...and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members,...SuggestedFull timeH1b- ...Job Description Job Description Junior / Mid-Level Tax & Private Wealth Associate Attorney Location: Miami, FL Direct Counsel is seeking... ...foreign and domestic clients on U.S. federal income, gift, and estate tax matters . Draft and implement domestic and cross-...SuggestedPrivate practiceWork at office3 days per week
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning... ..., mentor, and review the work of tax staff and senior associates; provide training and performance feedback. Collaborate with...SuggestedWork at officeLocal area
- Bank of America is seeking a Regional Managing Director in private wealth to drive business strategy, lead wealth advisors, and ensure exemplary UHNW client service. You will recruit, train, and retain top talent while maintaining a strong risk culture and enterprise alignment...
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...
- Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service...
$200k - $250k
...is a multidisciplinary advisory firm serving over 1,500 ultra-high-net-worth clients across tax planning, tax controversy, trust & estate and asset protection structuring, wealth management, and business advisory. Headquartered in Fort Lauderdale with an office in Las...Work at officeLocal area$102k - $190k
...Address:777 S Flagler DriveJob Family Group:Wealth Sales & ServiceServes as the primary... ...net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth... ...planning strategies (e.g. retirement, estate, tax optimization).Collaborates with internal...Full timeContract workPart timeLocal areaShift work- ...asset allocation guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide tax strategies, asset protection... ...Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new wealth...Remote jobFull timeWork at office
- Goldman Sachs Wealth Management seeks a Private Wealth Advisor to build and grow client relationships, delivering holistically tailored financial strategies and ongoing investment guidance. You will collaborate with experts to craft bespoke plans, providing exceptional...
$260k - $365k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within... ...pricing, indirect taxes and wealth management tax advice and... ...seeks a mid-level private capital associate to join its tax practice to be... ...of the following areas: real estate taxation (including FIRPTA, REITs...Part timeWork at officeLocal areaWorldwide- Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7 years of wealth management experience... ...include creating tailored financial strategies, advising on estate planning, and ensuring regulatory compliance. The company offers...
- BMO Financial Group in Miami, FL seeks a Senior Relationship Manager to deliver comprehensive wealth management to high-net-worth clients. You will integrate banking, investment strategies, and planning while coordinating a multi-disciplinary team to craft creative client...
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...Full timeH1bLocal area$100.35k - $205k
...individual clients and their trusts, estates, family offices, investment... ...solutions to complex tax issues? Do you not only know what... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...applicable geographic differential associated with the location at which the...Private practiceWork at officeLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their...Full timeH1bLocal areaOverseas- ...Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across... ..., including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals...Full timeTraineeshipSummer workSummer internshipImmediate start
- ...spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think... ...seeking an experienced Administrative Assistant to support the Estate & Trust team. This individual will play a key role in...Work at office
- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals...Work experience placementLocal area
$79k
..., while enabling them to preserve their wealth for future generations, and provide for... ...seeking a dedicated and detail-oriented Tax Associate to join the Corient Tax Practice, which... ...worth individuals and families, trusts, estates and private foundations. Responsibilities...Permanent employmentTemporary workWork experience placementWork at officeFlexible hours- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...Management experience with HNW or UHNW client relationships, or equivalent demonstrated... ...a Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition and...Full timeWork experience placementWork at office
- Gpac is seeking a Probate, Trust, and Estates Attorney in Miami, FL. This role requires an experienced attorney to grow their career in... ...have over 4 years of experience in Probate, Trusts, Estates, and Tax Law, as well as a JD from an accredited law school. We offer competitive...
- ...- delivering a comprehensive, tailored wealth management experience. Farther’s founders... ...service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's... ...risk tolerance Advise on sophisticated estate planning, tax optimization strategies, philanthropic...Work at office
$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’re redefining what it means... ...lending, insurance, luxury sales, real estate, or financial services — if you know how to... ...financial plans, manage portfolios, and implement tax-efficient strategies while cultivating...Full timeWork at officeAfternoon shiftWeekday work- Opportunity ID 9667/*generated inline style */ Department Tax /*generated inline style */ Location(s) Miami /*generated inline style... ...has an exciting career opportunity in the team for a Tax Senior Associate to be located in our South Florida office's in a Hybrid capacity...Local areaFlexible hours3 days per week
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...what we stand for as a firm.KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities:Provide...Local area
$77k - $214k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their...Full timeH1b
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