Senior High-Net-Worth Tax Principal
Baker Tilly US
Baker Tilly US is seeking a High Net Worth Tax Principal in San Francisco to lead compliance and consulting services for wealthy individuals and families. The ideal candidate will possess a CPA or JD, with over 10 years of experience in tax planning and a successful track record in public accounting.
You will mentor staff and manage complex tax engagements, ensuring exceptional client service and strategic consulting. This role provides a unique opportunity to join one of the fastest-growing firms in the U.S.
#J-18808-Ljbffr- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ...a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...PrincipalSeniorHigh net worth
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...What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international tax... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeFixed term contractLocal area- ...candidates should possess 5-10 years of experience in probate and trust administration, focusing on estate and income tax planning for high-net-worth clients. Responsibilities include client representation, drafting estate plans, and advising clients on wealth planning...SeniorTaxHigh net worth
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$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeWork at officeLocal area$140k
A respected advisory and accounting firm seeks a Sr. Tax Associate in San Francisco. The role, offering a competitive salary of... ...public accounting and an active CPA license. You'll work with high-net-worth clients on complex tax matters and have a hybrid schedule. This...SeniorTaxHigh net worth- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...US - one where you will be the "go to" high net worth tax expert?Are you inspired to lead a practice... ...Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes...PrincipalTaxHigh net worthFull timePrivate practiceLocal areaWorldwide
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- ...to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated... ...advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and...SeniorTaxHigh net worth
- Australia-Employment is looking for a Senior Tax Manager in San Francisco to manage complex returns and provide advisory services to ultra-high-net-worth individuals. With a focus on client relationships and tax planning, this role requires 7+ years of public accounting...SeniorTaxHigh net worth
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...The role requires designing and drafting irrevocable trusts, managing trust administrations, and expertise in Federal and California tax law. Candidates should have at least 5 years of relevant experience, a Juris Doctorate, and be an active member of the California State...SeniorTaxHigh net worth- ...Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals and business owners within its integrated advisory model. This role blends technical estate, gift, and tax knowledge with client-facing guidance in a collaborative wealth-...SeniorTaxHigh net worth
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorTaxHigh net worthWork at office- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff....SeniorTaxHigh net worthRemote job
- ...is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree... ...include onboarding clients, providing investment and tax planning advice, and managing client relationships....SeniorTaxHigh net worth
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- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance... ..., and Corporations). This role involves high-level technical review, tax planning,... ...sophisticated tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered...SeniorTaxHigh net worth
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities... ...professionals by training and working together to serve our high net worth clients with timely responses to their needsSupervises...SeniorTaxHigh net worthWork at office
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits...PrincipalTaxHigh net worthFull timePrivate practiceLocal areaWorldwide
$135k - $230k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...and Private Client services. This Tax Senior Manager role will be based out of one of... ...time: Leading the review of complex high-net-worth individual, fiduciary, gift and estate and...SeniorTaxHigh net worthFull timeLocal area$146.76k - $278.24k
...International Tax Senior ManagerBaker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity... ..., transfer pricing and supply chain planning, international high net worth and global mobility.You will enjoy this role if:You like...SeniorTaxHigh net worthLocal area$220k
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San Francisco... ...independent CPA firms is looking for a Senior Tax Manager with a clear path to... ...your corner with you. You’ll work with high-net-worth individuals and families ($20M to $1B+)...SeniorTaxHigh net worth- Senior Trusts And Estates Attorney Job Overview: A distinguished law firm based in San... ...comprehensive trust administration matters for high-net-worth clients Draft a wide range of estate... ...other attorneys and advisors on complex tax and fiduciary issues Maintain compliance...SeniorTaxHigh net worth
- ...experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a Bachelor's degree in...SeniorTaxHigh net worthWork at office
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