Senior Wealth Advisor: Tax-Smart Planning & Client Growth
HighTower Advisors, LLC
HighTower Advisors, LLC is seeking a Senior Wealth Advisor to deliver personalized, fiduciary guidance and comprehensive financial planning for our clients within the Hightower network. You will collaborate with CPAs, attorneys and investment teams to optimize client outcomes. You will lead investment reviews, tax planning and estate planning discussions, while building trust with prospects and existing clients in a growth-oriented practice. #J-18808-Ljbffr HighTower Advisors, LLC
- ...boutique CPA firm in Crystal Lake, IL, seeks an experienced Tax Accountant to work directly with clients and grow into leadership roles. The role features a... ...include preparing and reviewing complex returns, tax planning, and assisting with notices and audits. #J-18808-...SeniorTax
- All Jobs > Senior Vice President, Wealth Advisor The Senior Vice President, Wealth Advisor... ...sophisticated wealth planning guidance to clients and serving as a... ...family, trust, estate, tax, and philanthropic matters... ...contribute to the firm's growth by cultivating trusted relationships...SeniorTaxWork at officeLocal area
- Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, provide investment and insurance recommendations, and grow assets under management within regulatory standards. The role involves acting as a trusted resource for clients, expanding...Senior
- ...independent, fee-only wealth management firm... ...financial planning and investment management... ...Job Summary The Senior Financial Advisor serves as the... ...advisor for assigned clients, providing... ...across retirement, tax, estate, investment... ...helping drive firm growth through...SeniorTaxRemote work
- Bank of America seeks a seasoned wealth planning professional to support Merrill advisors in addressing clients’ objectives across planning, philanthropy, and wealth transfer... ...You will specialize in trust/estate planning, tax minimization, and risk management, staying...SeniorTax
- ## Tax Senior Manager - Private Client ServicesApplylocations: Owings Millstime type: Full timeposted on: Posted... ...the aptitude to foster professional growth within our staff. This position... ...expertise.* Responsible for overseeing tax planning and compliance functions for ultra-...SeniorTaxTemporary workPrivate practiceWork at officeLocal area
$110k - $135k
...highly skilled and client-focused Senior Financial Planner to join our Wealth Management team.... ...comprehensive financial plans for our High Net... ...as a trusted advisor and subject matter... ...clients. Using client tax returns, model... ...and professional growth. The Washington Trust...SeniorTaxTemporary workWork at office- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services (PCS). The role emphasizes overseeing tax planning and compliance for ultra-high-net-worth individuals, with a focus on hedge funds and related structures, while expanding client relationships and...SeniorTax
- UHY LLP in Wayland, MA is seeking a Tax Senior Staff Accountant to prepare federal, state, and local tax returns for individuals and entities... ...for future senior roles. The role offers exposure to diverse client industries and opportunities to work with a tax team on complex...SeniorTaxLocal area
- Career Legal is seeking a Senior Tax Accountant to join our tax team in Oklahoma City or Tulsa. The role involves tax compliance, planning, and advisory services across a diverse client base. You will work with managers and partners and mentor junior staff to deliver high...SeniorTax
- ...Financial, Inc. is seeking a Service Advisor to deliver high-quality client service, financial analysis,... ...support. You will review tax returns, assist with tax planning, and work with eMoney to maintain... ...fast-paced environment. #J-18808-Ljbffr Bluespring Wealth Partners, LLCTax
- ...Command seeks an experienced Financial Advisor to join our mission of guiding military... ...opportunity to work with existing First Command clients, deepen long-term relationships, and... ...management, retirement income planning, tax strategies, #J-18808-Ljbffr First CommandSeniorTaxFor contractors
$102.8k - $188.4k
...Transactions team helps guide clients through their most... ....Work you’ll doAs a Senior Consultant on the Valuation... ...valuations for tax purposes across federal... ...clients with business plan development, strategic... ...ID 363822 Strategy, Growth, and Transformation |...SeniorTaxLocal area- ...re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform... ...scattered across different advisors and apps. We're backed... ...for an experienced Senior Financial Planner to... ...years experience in a client-facing financial services...SeniorTaxWork at officeRelocationMonday to Friday
$85k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over... ...professional careers. Summary The Senior Financial Planner works... ...deliver tailored financial plans to clients within the region. This role... ...financial plans, including tax planning,retirement planning...SeniorTaxTemporary workWork at officeLocal areaFlexible hours$110k - $150k
...like constrained supply growth, reshoring, and e-... ...operational and business planning in a dynamic, fast-paced... ...basis to all stakeholders (senior management, investors,... ...administrators and advisors Manage the Fund Sources... ...Coordinate and oversee tax and regulatory filings,...SeniorTaxLocal area$80k - $100k
# Tax SeniorATALNT • • Recruitment, Transport, B2B... ...like it.Job Title: Tax Senior Location: Irving, TX Job... ...in This Role Means: Clients feel informed, confident... ...supported in their tax plans Tax returns, reviews, and... ..., and client inquiries Growth mindset with excitement...SeniorTaxFull time$200k
About Savvy Wealth: Wealth management is a $5... ...manual work. 75% of advisors offer no digital... ...still build financial plans by hand in Excel.... ...tech platform and client portal, an in-house... ...00% year-over-year growth, backed by $105M from... ...investment strategy, tax planning,...TaxWork at officeRemote work- Grossberg Company LLP in North Bethesda, Maryland, is seeking a Senior Tax Accountant to provide tax planning and compliance for high-net-worth individuals and closely held businesses. You will support auditing and accounting engagements and manage engagements, budgets,...SeniorTaxWork at office
- ...seeking an experienced Tax Manager to join our growing... ...for managing client relationships, reviewing... ...delivering high-quality tax planning and compliance services... ...develop tax staff and seniors ~ Build and maintain... ...and practice growth initiatives ~...SeniorTaxFlexible hours
$150k - $170k
...for financial advisors. We help... ...Zocks to turn client conversations... ....g., organic growth, retention) across... ...CRM and wealth management technology... ..., including senior stakeholders... ...network, 2 plan options)... ...Guideline - Pre-tax and Roth options... ...culture with smart, kind...SeniorTaxCurrently hiringRemote workHome officeShift work$65k - $72k
...We are very excited about our growth opportunities and are seeking... ...Westlake, OH with a commitment to client service to join our team! Why... ...following: Prepare and review tax returns for individuals,... ...proficient in tax research and planning, including tax regulation, law...SeniorTaxInternshipLocal area$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full... ...Be a problem solver, trusted advisor, and partner to the people and... ...entire client relationship with a plan-based approach to financial... ..., retirement planning, and tax optimization. This role requires...TaxHourly payWork experience placementDay shift$124.7k - $207.8k
...Transactions team helps guide clients through their most... ....Work you’ll doAs a Senior Consultant on the Complex... ...reporting, and tax mattersBuilding and reviewing... ...modeling for business planning, transactions, and operational... ...361389 Strategy, Growth, and Transformation |...SeniorTax$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?... ...individual compliance engagements (planning through post-filing).Drive... ...From entry-level employees to senior leaders, we believe there’s always...TaxWork at officeLocal area$110k - $140k
...pass through business tax! This Jobot Job is hosted... ...edge to ensure our clients have an excellent experience... ...! If you are a Tax Senior with Big 4 and complex... ...! Accelerated Career Growth! Fully Remote!... ...Provide proactive tax planning strategies tailored to...SeniorTaxLocal areaRemote workFlexible hours$85k - $119k
...relationship-driven wealth management... ...enjoys helping clients navigate complex... ...in financial planning, exceptional attention... ...professional advisors, and approach... ...with Senior Wealth Advisors... ...estate planning, tax strategies, and... ...challenges with a growth mindset, act with...TaxFull timeWork at officeFlexible hours- ...Tax Technology And Transformation - Sap Tax Integration... ...opportunities for our clients to improve the tax... ...seen plenty of recent growth and investment – which... ...reputation as trusted advisors by taking on bold initiatives... ...Enterprise resource planning (ERP) experience, including...SeniorTaxFlexible hours
$118.7k - $218.6k
..., risk, assurance, and tax, Deloitte helps drive value... ...Costing Allocations Senior Consultant, on the... ...responsible for: Assessing client costing and profitability... ...insights for planning, forecasting, and performance... ...ID 350158 Strategy, Growth, and Transformation |...SeniorTaxLocal areaVisa sponsorship- ...seeking an experienced Senior Financial Planner to craft... ...financial plans for members and support... ...collaborate with a team of advisors to apply subject matter... ...technology to reinvent wealth management, combining planning... ..., investments, and tax strategies with feedback...SeniorTax
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