Lead High-Net-Worth Tax Planner (Hybrid/Remote)
Integrated Tax Advisors
- Remote job
Integrated Tax Advisors, in partnership with Fragasso Financial Advisors, seeks an experienced CPA to lead high-net-worth tax planning and preparation. You will collaborate with financial advisors to embed tax strategy into comprehensive wealth plans and manage complex client engagements. The role offers hybrid remote work and opportunities to build scalable tax planning processes, advocate for proactive planning, and help shape a growing practice serving affluent clients. #J-18808-Ljbffr Integrated Tax Advisors
- ...Financial Planning Strategist for its High Net Worth Planning Services team. The... ...on estate, business, and tax planning for high-net-worth clients... .... The position supports hybrid work with minimum in-office days and may accept remote applicants. Requires a Bachelor...Remote jobTaxHigh net worthWork at office
- ...Recruiting, LLC is seeking an experienced Lead Wealth Advisor to serve high‑net‑worth clients with comprehensive retirement, tax, estate, and investment planning. You... ..., and strategic input, with a hybrid schedule allowing remote work and local office presence. #J-1...Remote workTaxHigh net worthWork at officeLocal area
- Aprio, LLP is seeking a Senior Tax Associate to join its Tax team in Oregon. You will work with federal tax planning, consulting,... ...and partnership returns, and strong communication skills. Aprio offers remote/hybrid options and competitive benefits. #J-18808-Ljbffr AprioRemote jobTax
- ...experienced Private Client International Tax and Estate Planning Associate/... ...5 years of experience focusing on high-net-worth international families. The role involves... ...are required. Benefits include a hybrid work environment with remote options. #J-18808-Ljbffr BCG...Remote workTaxHigh net worth
- ...Private Client International Tax and Estate Planning Associate... ...planning, focusing on advising high-net-worth families. The role includes... ...complex international issues. A hybrid work environment is offered,... ...balance between on-site and remote work. #J-18808-Ljbffr BCG...Remote workTaxHigh net worth
$115k - $155k
...firm in Mountain View is looking for a Tax Supervisor to manage and coach a team of... ...provide compliance and consulting services to high-net-worth clients while fostering collaboration... ...with comprehensive benefits and partial remote work flexibility. #J-18808-Ljbffr...Remote workTaxHigh net worthWork at office$140k - $160k
...Financial Planning Specialist, High Net Worth Planning ServicesLocation(s):... ...returned to the office on a hybrid schedule requiring a minimum... ...days weekly in the office. Non-remote employees must be willing to... ..., Business Planning & Tax Planning strategies. The person...Remote workTaxHigh net worthFull timeFor contractorsWork at office- ...Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role focuses on estate, business, and tax planning and requires deep technical... ...organizational levels. The position is full-time with a hybrid schedule and a strong compensation package....Remote jobTaxHigh net worthFull time
- ...Financial Planning Specialist for its High Net Worth Planning Services team. The role... ...on estate, business, and tax planning, translating complex strategies... ...skills. The position supports a hybrid work model, with multiple U.S. locations and remote applicants considered. #J-18808...Remote workTaxHigh net worth
- ...Senior Financial Planning Specialist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning for high-net-worth clients,... ...strong presentation skills. This is a full-time, hybrid role based in the United States with...Remote jobTaxHigh net worthFull time
- ...Senior Financial Planning Specialist for High Net Worth Planning Services. This role requires... ...hands-on expertise in estate, business, and tax planning and a proven ability to... ...influence across levels. This full-time, hybrid role offers a competitive compensation package...Remote jobTaxHigh net worthFull time
- ...Financial Planning Specialist for its High Net Worth Planning Services team. The role... ...concepts, including estate, business, and tax planning, to present clear... ...This full-time position supports a hybrid in-office schedule with remote options and competitive benefits....Remote jobTaxHigh net worthFull timeWork at office
- ...Financial Planning Specialist to join the High Net Worth Planning Services team and lead advanced planning efforts focused on estate, business, and tax planning for affluent clients. You... ...CFP designation are required, with a hybrid, full-time schedule. #J-18808-Ljbffr...Remote jobTaxHigh net worthFull time
- ...Financial Planning Strategist for its High Net Worth Planning Services team. The role... ...estate planning, business planning, and tax planning, translating complex... ...Bachelor’s degree is required, with a hybrid in-office schedule and remote options considered. #J-18808-...Remote jobTaxHigh net worthWork at office
$140k - $190k
...an experienced Principal Environmental Planner/NEPA Lead. This hybrid position may be located in Texas,... ...Featured Benefits:Hybrid (in-person and remote) work environment.Comprehensive benefits... ...vision, disability, and life insurance.Tax-deferred 401(k) savings plan....Remote workTaxFull timeFor subcontractor- ...Financial Planning Specialist for its High Net Worth Planning Services team. The... ...of estate, business, and tax planning to craft solutions for... ...salary and full benefits in a hybrid work environment with in-office scheduling and remote options. Bachelor’s degree required...Remote workTaxHigh net worthWork at office
$140k - $160k
...Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate, business, and tax planning strategies and requires clear... ...high-net-worth clients. The position offers a hybrid work schedule with in-office presence, a...Remote jobTaxHigh net worthWork at office- ...division advising our ultra-high net worth clients and their... ...estate planning, income tax and financial planning... ...Malvern, PA offices for a hybrid three-day in office... ...regularly.Experience working remotely with demonstration of... ...of our clients. To lead through product and services...Remote workTaxHigh net worthFull timeWork experience placementWork at officeRelocation package
- CyberCoders is seeking an experienced CFO / Tax Director to guide high-net-worth families and private businesses through proactive tax planning and strategic... ...advisor, collaborating with attorneys, financial planners, and executives to deliver value beyond tax returns and...Remote jobTaxHigh net worth
- ...RI, seeks a Senior Financial Planner to join our Wealth Management... ...comprehensive financial plans for high net worth clients and UHNW individuals,... ...is based in Providence with hybrid opportunities. You will work... ...partners on estate and tax strategies, model scenarios in...TaxHigh net worth
$125k - $150k
...Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000-$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)Are you a CPA... ...team and is looking for an experienced Tax Manager to join the organization and play...Remote workTaxHigh net worth$135.23k - $150.25k
...Eversource supports work-life balance by offering hybrid schedules for certain roles. Eligibility... ...guidelines apply to roles approved for remote work and are subject to change, based on... ...projects. The position will also take a lead role in the organization to drive...Remote workFull timeH1bWork at office- ...in Chicaho, IL is seeking a highly experienced Estate Planning &... ...Transfer Partner to join its Tax and Wealth Transfer Practice... ...closely held businesses and high-net worth individuals and families in... ...flexible work schedule with a hybrid remote/in-office presence. Job...Remote workTaxHigh net worthWork at officeRelocationFlexible hours
- LEVELOCITI is seeking a Tax Senior/Supervisor/Manager to serve high-net-worth entertainment clients in Los Angeles, CA. This hybrid-to-remote role emphasizes advisory work, client relationships, and sophisticated tax planning beyond returns. You will prepare and review...Remote workTaxHigh net worth
- ...based firm, seeks an Estate Planning Attorney for a hybrid remote role handling estate planning matters for high-net-worth clients and business owners across Illinois and... ...trust administration, and collaborating with tax and corporate teams. Requires active IL and FL bar...Remote workTaxHigh net worth
- Purvis Gray is seeking a Tax Partner to lead tax engagements and practice growth for privately held companies, entrepreneurs, and high-net-worth individuals. The role includes compliance and... ...across its Florida offices and offers hybrid and flexible work options as part...TaxHigh net worthFlexible hours
- ...Staffing, Inc. in Los Angeles seeks a Tax Associate with at least 3 years... ...privately held businesses and high-net-worth clients. The ideal candidate... ...admission and the ability to work in a hybrid setting with four days in-office and one day remote. #J-18808-Ljbffr AMS Staffing,...Remote workTaxHigh net worthWork at office
- ...in the Concord/Pleasant Hill/Walnut Creek area seeks a tax professional to lead high net worth planning initiatives. You will review complex returns... ...with partners and senior accountants. The role offers hybrid/remote options, real career growth, and competitive compensation...Remote workTaxHigh net worth
- ...Professional Association, a leading New England law firm, seeks... ...in estate planning, tax planning, and trust/estate... ...The role involves advising high-net-worth clients and collaborating with... ...admission in MA/NH (or waiver). A hybrid in-office/remote schedule, strong analytical...Remote workTaxHigh net worthWork at office
- LEVELOCITI is seeking a Tax Senior/Tax Supervisor for high-net-worth entertainment clients in Los Angeles. The role blends advisory work with compliance... ...staff, and partner with clients and advisors. Hybrid to remote work, with competitive pay and strong benefits. #J-...Remote jobTaxHigh net worth
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