Senior Tax Director — Advisory for Family Offices & HNW
$140k - $160kSolid Rock Recruiting LLC
A premier advisory firm is seeking a Tax Senior Manager or Director ready to transition into an advisory-focused role. You’ll work closely with high-net-worth clients and oversee complex tax solutions while managing and mentoring teams. The position offers flexible work arrangements, and provides a competitive salary between $140K and $160K. Benefits include full medical, dental, and support for continuing education. If you’re looking to make an impact and grow with a respected team, apply today. #J-18808-Ljbffr Solid Rock Recruiting LLC
- The Family Office Team is seeking a highly experienced Senior Financial Planner with a strong background in tax planning and wealth management. This role is ideal for a dynamic professional eager to provide comprehensive financial solutions to high-net-worth families, integrating...SeniorHigh net worthWork at officeLocal area
$140k - $160k
Join a Premier Advisory Firm Serving High-Net-Worth... ...worth individuals and families—many of whom span... ...have their own Family Offices. These clients count... ...strategies around income tax, estate planning,... ...for an experienced Tax Senior Manager or Director who’s ready to move beyond...SeniorHigh net worthWork at officeRemote work3 days per week$90k - $125k
Tax Manager, Private Client & Family Office Services Join to apply for the Tax Manager, Private... ...by leadership Works with Senior Managers to learn to... ...Begins to articulate the Advisory service offerings, as well... ...International Tax Senior Manager or Director of Income Tax Senior Tax...SuggestedFull timeWork at officeLocal areaImmediate startRemote workWork from home- ...performing a select search for a talented Tax Senior (HNW expert) to join their team on a... ...planning and investment advisory services for individuals, families, business owners, non-profit and... ...reputable CPA Firm, RIA Firm, or Family Office #J-18808-Ljbffr SR StaffingSeniorHigh net worthTemporary workWork at officeFlexible hours
- A leading financial advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses on developing customized financial strategies for high-net-worth families. The ideal candidate will have a Bachelor’s degree and a CFP...SeniorHigh net worth
- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services. This role will manage finance and accounting outsource engagements, oversee client relationships, and ensure financial performance while achieving business development goals. The ideal...Work at office
$54.2k - $73.7k
...operations, and collaborating with the family office team to ensure seamless service delivery... ...preparation of financial statements and tax filings, including 1099s and relevant city... ...in discipline up to and including discharge. #J-18808-Ljbffr Armanino Advisory LLCHigh net worthWork at officeLocal areaFlexible hours$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate... ..., and risk management. Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure...High net worthContract workWork at officeLocal areaFlexible hours- ...A well-established St. Louis single family office ($5B-plus in assets, 20-plus households, 100-plus entities) is hiring a hands-on Chief Investment... ...planned leadership transition. A working CIO role in a highly tax-aware ecosystem, coaching the investment function and engaging...High net worthFull timeWork at office
$110k - $250k
...fulfilling career, personal health, well being and family life! Although we are large, we operate each branch... ...available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us?...SeniorHigh net worthLocal areaRemote workFlexible hours- SR Staffing is seeking a Tax Senior (HNW expert) to join a nationally recognized investment advisor firm in St. Louis, MO. This role offers... ...at least 3 years of experience, and comes from a reputable CPA Firm, RIA Firm, or Family Office. #J-18808-Ljbffr SR StaffingSeniorHigh net worthWork at officeFlexible hours
- ...currently seeking experienced Senior Wealth Advisors to join... ...high-net-worth individuals and families to develop personalized financial... .... With centralized back-office services, resources, and technology... ...on Beacon Pointe's wealth advisory services, please visit: ....SeniorHigh net worth
- Armanino LLP in St. Louis seeks a Tax Senior Manager to lead private client advisory engagements, including high-net-worth individuals, trusts, and closely held businesses. You will review returns, provide strategic tax planning, and supervise a team. The role requires...SeniorHigh net worth
$84k - $110k
...net-worth individuals, their families, family offices, C‑Suite executives,... ...other people with complicated tax and financial structures. The... ...insurance planning. A Tax Senior, Private Client Services is... ...provide assurance, tax and advisory services for a diverse range...SeniorHigh net worthPrivate practiceWork at office- Forvis Mazars, LLP is seeking a tax professional with over 7 years of public accounting experience. The position involves managing tax compliance and advisory services across various client sectors. Responsibilities include conducting detailed research, mentoring team...Senior
- Rockefeller Capital Management in Chesterfield is seeking a motivated Client Relationship Manager to join its Global Family Office team. The successful candidate will interact directly with high-net-worth clients, assisting in financial planning and operational tasks. Qualifications...High net worthWork at office
- ...professional advisors, such as an estate attorney or tax professional. But most importantly we work... ...just after death. What You Will Do: The Senior Trust Advisor is responsible for the... ...from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the...SeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
- A leading financial services firm, based in St. Louis, seeks a Tax Senior in Private Client Services, responsible for tax compliance and consulting for high net-worth individuals and families. Ideal candidates have a Bachelor's degree, CPA certification, and at least two...SeniorHigh net worth
- ...your passions, work, and family & friends can overlap.... ...ideas. As a Senior Associate, you will supervise... ...of the Microsoft Office Suite and Adobe Acrobat... ...Armanino LLP and Armanino Advisory LLC, independently... ...subsidiary entities provide tax, advisory, and business...SeniorContract workWork at officeLocal areaFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to... ...relationship managers, financial advisors, trust officers, and other specialists to deliver... ...Wealth Portfolio Management experience with HNW or UHNW client relationships, or...SeniorHigh net worthFull timeWork experience placementWork at office
$117k - $175k
...serve.Bank of America is committed to an in-office culture with specific requirements for... ...and monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely... ...net‑worth clients—including individuals, family offices, trusts, and specialized wealth entities...SeniorHigh net worthFull timeWork at officeDay shift- ...Senior Project ManagerThe Senior Project Manager will work within the Firm Program Management Office (FPMO), leading large-scale, complex financial services initiatives that directly... ...priority projects within the Investment Advisory Platform (IAP) portfolio, partnering...SeniorHigh net worthWork at office
- ...in the St. Louis area is seeking a Tax Manager or high-performing Senior Tax Associate ready to step into a Manager... ..., privately held businesses, family entities, and private equity-backed... ...and outsourced accounting • Modern office in walkable Webster Groves location...High net worthWork at officeFlexible hours
- Jobot is representing a top accounting firm in the United States for a Tax Manager role with 5+ years in public accounting and High Net Worth tax experience. This position offers a fully remote option, competitive pay, and generous PTO. The firm values work-life balance...SeniorHigh net worthRemote job
- ...and ultra-high-net-worth individuals and families based on needs related to banking, treasury... ...About this role:Wells Fargo is seeking a Senior Lead Product Manager - WIM Banking... ...required to work at least 3 days in the office and 2 days remoteAbility to travel up to...SeniorHigh net worthFull timeWork experience placementWork at officeFree visa
$93k - $163k
...financial planning, estate and tax planning, investment... ...Client Advisor “PCA” and Trust Officer is accountable for the delivery... ...high-net‑worth clients and their families and multi‑generational relationships... ...Client Advisor II, III & Senior job and contemplates a wide range...High net worthFull timeShift work- ...Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...mitigation, and liquidity needs.As a Senior Regional Manager you will... ...Branch Executives and Directors within the Investor Advice Solutions... ...in the importance of in-office collaboration and fully intend...SeniorFull timeWork at office
$120k - $165k
...Tax Manager - Public Accounting Firm Location: St. Louis... ...Work Style: Hybrid or In-Office Opportunities (flexible in-office... ...returns prepared by staff and seniors for technical accuracy and compliance... ...worth individuals, trusts, or family offices Comfortable working...High net worthWork at officeFlexible hours3 days per week$84.5k - $168.5k
...working at least three days a week in the office. This position will serve as the... ...investment review reports to clients for advisory and OCIO engagements Retain and grow a... ...age background, disability, ethnic origin, family duties, gender orientation or expression,...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...calculation information.• Assist senior team members and... ...reporting services to HNW clients. • Maintain a... ...passive), account types (advisory v. brokerage), and the... ...commitment to helping families, companies, and municipalities... ...in St. Louis, we have offices in New York, San...High net worth
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