Senior Tax Advisor to High-Net-Worth Clients
Cerity Partners
Cerity Partners is seeking a Principal Tax Advisor in Raleigh, NC. This senior-level role involves serving as a trusted advisor to high-net-worth individuals and families, providing expert tax compliance and planning services. The successful candidate will review complex tax returns, manage client relationships, and mentor junior staff members. The role offers a comprehensive benefits package from day one, including health insurance, flexible PTO, and a 401(k) plan. #J-18808-Ljbffr Cerity Partners
- ...is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team in... ...Raleigh, NC. You will manage a portfolio of high-net-worth clients and provide expert tax compliance and planning services. This senior-level position demands significant...SeniorHigh net worthFlexible hours
$91k - $321.5k
...At PwC, our people in tax services focus on providing... ...and guidance to clients on tax planning, compliance... ...services to high-net-worth individuals and privately... ...Growing as a strategic advisor, you leverage your influence... ...owners of PwC. As a Senior Manager you are...SeniorHigh net worthFull timeH1bRemote work- ...personalized relationships with our clients, allowing our firm to earn a... ..., non‑profit agencies, and high net worth individuals. Inside Public... ...to invite an experienced Senior Tax Associate to join our... ...development, serving as a trusted advisor to our diverse middle‑market...SeniorHigh net worthFull timeWork at officeLocal areaRelocation packageFlexible hours3 days per week
- ...your goals. EisnerAmperis seeking a Tax Senior Associate to join theAffordable... ...anddemonstratesa commitment to delivering exceptional client services. Whatit Means to Work... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthLocal area
- ...Senior Tax Associate Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual... ...of tax season, and values delivering exceptional service to high-net-worth clients? If so, you may be a great fit for our Raleigh Tax team. We...SeniorHigh net worthWork experience placement
$100k - $150k
...best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who... ...growing environment, while providing clients with exceptional services. This... ...middle‑market companies, as well as high net worth individuals, family offices, not‑for...SeniorHigh net worthWork at officeLocal area$77k - $214k
...needs such as audit, tax compliance, and planning... .... Our team helps our clients design and implement personal... ..., entrepreneurs, and high net worth individuals. You'll be... ...the future. As a Senior Associate, you'll work... ...lead the way as tax advisors dedicated to...SeniorHigh net worthFull timeH1b- ...Join our CPA firm client as a Tax Associate or Tax Senior in a predominantly remote role based in Raleigh, NC. This position emphasizes excellent work/life balance and offers significant growth potential within a small firm. You will primarily prepare tax returns for various...SeniorRemote work
- A leading tax services company in Cary, NC is seeking a Tax Advisor to provide exceptional year-round tax preparation and planning services. The ideal candidate... ...of 5 years of tax experience and will build lasting client relationships through effective communication. A...Senior
$127.9k - $291.9k
...side with a range of clients from our most venerable... ...professionals providing dedicated tax technical services to... ...unique needs of the high-net worth tax industry. The team... ...responsibilities A Senior Services Manager in... ...status as a trusted advisor to maintain and...SeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- 6AM City, LLC is looking for a Tax Manager in Private Client Services to provide exceptional service to high net worth individuals and business owners. With at least 5 years of experience, you'll lead teams, ensure accuracy in client documentation, and drive profits. This...High net worthRemote workRelocationFlexible hours
- ...A leading public accounting firm in Raleigh, NC is seeking an experienced Audit Senior to lead audit engagements, mentor staff, and ensure high-quality client service. The ideal candidate will have at least 2 years of public accounting experience and hold a Bachelor's...Senior
- ...An established industry player is seeking a Senior Tax Manager to join their dynamic team in Raleigh. This role involves overseeing tax... ...leading a dedicated team. You will be at the forefront of advising clients, identifying tax issues, and providing innovative solutions....Senior
- ...Key Private Bank is seeking a Relationship Manager in Ohio to develop financial strategies for high net worth clients. The RM will coordinate with internal teams to deliver tailored solutions and has responsibility for client relationship management. The ideal candidate...SeniorHigh net worthWork at officeRemote work
$60k - $80k
...United States. Position Overview Senior Client Service Associate in the High Net Worth team in Raleigh, NC. The role serves... ...between clients and Financial Advisors, delivering a high‑touch relationship... ..., resolve issues with advisors, tax or legal counsel, and handle...SeniorHigh net worthTemporary workWork at office$130k - $180k
...Client Overview Our client is a well-established... ...accounting, tax, consulting, and advisory... ...currently looking to add a Senior Tax Leader/Tax... ...serve as a trusted advisor to clients, oversee high-level tax compliance... ...business entities and high-net-worth individuals....SeniorHigh net worthLocal area- A leading public accounting firm is seeking an experienced Audit Senior in Raleigh, NC. This role involves leading audit engagements, mentoring staff, and delivering high-quality client service. Candidates should have 2+ years of public accounting experience and a Bachelor...Senior
- Principal Tax Advisor Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to... ...Services team. In this senior-level role, you will serve... ...dedicated list of high-net-worth individual, family, and business clients, providing expert tax compliance...High net worthWork at officeLocal areaFlexible hours
- ...candidates in North Carolina, South Carolina, Georgia, and Virginia. This position focuses on providing exceptional service to high net worth clients by analyzing insurance risks, determining coverage, and upselling services when appropriate. The ideal candidate will have...SeniorHigh net worthRemote work
- ...personalized relationships with our clients that has in turn allowed our... ..., non-profit agencies, and high net worth individuals. Inside Public... ...& Tucker (TJT) is seeking a Tax Manager specializing in individual... ...standards Serve as a trusted advisor for legacy clients,...High net worthSeasonal workWork at officeLocal areaRelocation packageFlexible hours
- Overview Senior Bank Professional needs 10+ years experience Requirements Senior Bank Professional requires: Digital banking... ...Establishing and maintaining profitable banking connections with high-net-worth clients. Updating and maintaining record databases. #J-18808-...SeniorHigh net worth
- Tax Senior Manager - Raleigh, NC (PCS) Who: An experienced tax professional with strong leadership... ...mentor staff, and serve as the primary client contact while identifying tax planning... ...estate, professional services, and high-net-worth segments. Solve tax and business...SeniorHigh net worthWork at officeImmediate start2 days per week3 days per week
- A financial services company in North Carolina is seeking a Senior Bank Professional with over 10 years of experience. The ideal... ...solutions. This role requires strong connections with high-net-worth clients and a commitment to maintaining databases. #J-18808-Ljbffr Global...SeniorHigh net worth
$122.5k - $209.4k
...delivers innovative advisory, assurance and tax services to our clients. The Core Tax Services team is seeking a Senior Tax Manager for our Raleigh, NC market on a... ...manufacturing, real estate, professional services, and high net‑worth individuals. Manage engagements and provide...SeniorHigh net worthWork at officeLocal area2 days per week3 days per week- ...Tax Senior Manager page is loaded## Tax Senior Managerlocations... ...advisory, and private client services.At Sorren, we... ...to thrive. We offer a high-performing yet... ...engagements, including high-net-worth individuals, multi-... ...Serve as a key advisor to clients on tax planning...SeniorHigh net worthFull timeLocal area
- ...financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated... ...in areas such as retirement and tax planning, while building deep client connections... ...skills, and a commitment to high-quality service. This full-time remote...High net worthFull timeRemote work
- Ernst & Young Oman is looking for a tax professional to join their EY EDGE practice. This role involves providing specialized excise tax compliance and advisory services to clients across various industries, including Oil & Gas and Manufacturing. Candidates must have a...Senior
$176 per hour
Global Channel Management is seeking a Senior Bank Professional in Raleigh, North Carolina. The ideal candidate will... ...advising on performance reporting solutions, and maintaining client relationships with high-net-worth clients. The position offers competitive compensation...SeniorHigh net worthHourly pay- ...Dormont Manufacturing Co is seeking a Senior Manager for our Commercial Assurance practice in Raleigh, NC. The ideal candidate will lead audit engagements, ensuring client satisfaction and effective change management. With a focus on mentoring staff and maintaining communication...Senior
- ...seeking experienced auditors to join their team in North Carolina. Candidates will be responsible for leading audit teams, maintaining client relationships, and driving business solutions. Successful applicants will have at least 5 years of external audit experience and...Senior
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