Director, Personal Tax for High-Net-Worth Holdings
Regent Services
Regent in Beverly Hills, CA seeks a Director, Tax to act as the in-house advisor for the principal's personal tax position within a multi-entity holding structure. This role focuses on planning, compliance, and reporting, working closely with outside advisers and internal teams. The ideal candidate has a CPA, Big Four background, and extensive experience with high-net-worth individuals, with a disciplined, confidential approach in a fast-paced, principal-facing environment. #J-18808-Ljbffr
$200k - $260k
...Regent is a global private holding company focused on... .... We are seeking a Director, Tax to act as the in-house... ...optimizing the principal's personal tax position across a... ...and maintain a highly organized, disciplined... ...regulation relevant to high-net-worth individuals and...High net worthPersonal taxWork at office$400k
...enrollment and advocacy: prospective ultra-high-net-worth families who convert, current UHNW... ...evening and weekend community events Director Of Donor Relations Key Responsibilities... ...including resolving sensitive situations and holding firm standards when influential people...High net worthFull timeWork at officeLocal areaImmediate startRemote workVisa sponsorshipAfternoon shift$79k - $142.3k
..., Colorado (Hybrid)3 - Tax - General /Regular Full... ...our people achieve their personal and professional goals.... ...to deliver responsive, high-impact advisory, tax... ...are developing a high net worth (HNW) practice to address... ...related degree. Must also hold either a current and...High net worthPersonal taxFull timeLocal areaFlexible hours- ...EY's Wealth Tax Advisory practice seeks a Manager to lead engagements, mentor professionals, and deepen client relationships for high-net-worth families and private wealth structures. You will provide personal and private tax advice, governance guidance, and multi-jurisdictional...High net worthPersonal tax
- Our client, a regional firm, is seeking a Tax Director to fill an advanced technical position. This person needs to be knowledgeable about personal tax, estates... ...entities like LLCs and S corps. Real estate, high-net-worth individuals, and private client services are preferred...High net worthPersonal tax
$79k - $142.3k
...GHJ is looking for a Tax Senior / Supervising Senior... ...people achieve their personal and professional goals.... ...to deliver responsive, high-impact advisory, tax and... ...are developing a high net worth (HNW) practice to address... ...degree. Must also hold either a current and valid...High net worthPersonal taxLocal areaFlexible hoursDay shift$195.7k - $254.4k
## Tax Director, Private Client Advisors (Estate, Gift & Trust)Applylocations: San Ramon, California: Woodland Hills... ...*** Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses...High net worthPersonal taxContract workLocal areaFlexible hours$106.5k - $195.1k
...Services - Private Client Services - Tax ManagerLocation: New York... ...companies. These clients are high-growth private companies, from... ...designed around your own personal skills and experience. As a Manager... ...management, including High Net Worth Individuals' personal business...High net worthPersonal taxWork experience placementSummer holidayImmediate startFlexible hours$77k - $214k
...Description & SummaryThe OpportunityAs a Tax Korean Business Network (KBN) Senior... ...junior team members while growing your personal brand and deepening your understanding of... ...tax planning and compliance services for high-net-worth individuals and privately owned businesses...High net worthPersonal taxFull timeH1b- ...Jobot is seeking a seasoned tax professional to lead strategic planning for high-net-worth clients in a fast-growing tax advisory firm. This remote role focuses on... ...strategies for sophisticated clients. Ideal candidates hold a CPA or EA with 10+ years of experience from a...High net worthRemote work
$200k - $275k
...private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is...High net worth- Our client is a leading US private aviation provider offering jet card, on demand charter, and bespoke flight solutions for high net worth individuals. Their model is built on personalised service, trusted operational support, and a reputation for safety and client care...High net worthLocal areaNight shift
$169.38k - $207.02k
...our shared ambition to life, and each person is unique in their potential. A career... ...Description Works closely with the Ultra High Net Worth banking team to deliver credit... ...Reports directly to the Regional Managing Director. This position requires National Mortgage...High net worthTemporary workLocal area- ...businesses scaling in the fintech sector. Applicants should have established relationships with accredited investors, angel investors, high-net-worth individuals, family offices, or private equity investors through their portfolio or client work. Experience connecting...High net worth
- # Director of Capital RaisingRETS AssociatesDirectorReal EstateFull... ...on over 100 deals.This is a highly visible, externally focused role... ...relationships with high-net-worth investors and family offices.... ...and will require regular in-person engagement across the LA market...High net worth
$100k - $125k
...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business... ...which include private and public companies, high-net-worth individuals, and family offices. We also... ...process in partnership with the Director of Human Resources and other firm leadership...High net worthFull timeWork at officeLocal areaRemote work$190.07k - $198.7k
...Job Description Job Description Director, Advisor Relations and Gift Planning Starting salary range: $190,067-$198,700/Annually... ...working with attorneys, CPAs, financial advisors, and high-net-worth donors. ~ Strong knowledge of planned giving vehicles and complex...High net worthFull timeWork at officeRemote work$150k - $160k
...directly to the Trust Director. As a Trust Officer, you... ...fiduciary governance, and high-touch client service.... ...debts, expenses, and taxes, managing real estate or... ...fiduciary contact for high‑net‑worth families and... ...as concentrated stock holdings, real estate, and earning...High net worthWork at office$130 per hour
...portfolio administration such as fund transfers and withdrawals, tax strategies, capital gains, and losses, calculation of stepped-up... ...basis Perform research, including writing research reports on holdings under management Communicate market events and portfolio strategies...High net worthRemote jobFull timeWork at office$100k - $110k
...responsibilities with high-touch client interaction... ...comfortable supporting high-net-worth clients in a fast-paced... ...* Handle confidential personal and financial... ...Organize trust records, tax filings, and asset documentation... ...records of client holdings and estate plans**General...High net worthWork at office- ...EisnerAmper is seeking a Director to join Sherwood one of the... ...curiosity and a collaborative personable approach with clients and colleagues... ...of the largest accounting tax and business advisory firms... ...market companies as well as high net worth individuals family offices...High net worthFull timeLocal area
$125k - $195k
...Talent with Top Tier Companies. In this role, you will focus on High Net Worth Individuals, typically working with affluent individuals and... ...trusts, estates, and family businesses, providing comprehensive tax planning, compliance, and advisory services. It is crucial in...High net worthFull time$70k - $110k
...range $70,000.00/yr - $110,000.00/yr Additional compensation types Annual Bonus We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote. The role requires EPIC,...High net worthFull timeRemote work$80k - $90k
...our team in Culver City. This role willreport tothe Executive Director, Awards to help shape and execute the studio’s awards campaigns... ...ceremonies, including (but not limited to) ordering DCPs, creating holding graphics, managing check-in and tracking/greeting talent, reps,...Night shiftWeekend work$75k - $110k
Director of Hospitality We're seeking a Director of Hospitality (also... ...post‑flight follow‑up—feels personal and intentional Consistency... ...Conduct regular refreshers on "high‑consequence moments" and... ...ecosystem Experience with high‑net‑worth or ultra‑high‑net‑worth clientele...High net worthWork at office- ...business management firm serving high net-worth clients in the sports and... ...services including accounting, tax, tour management and wealth... ...their fullest professional and personal goals. Position Summary... ...experience ~ Must hold active insurance licenses in...High net worthWork at office
- ...inclusive leadership to build and retain a high-performing team, establishing clear... ...observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes... ...and coaching across affluent, high net worth, and business customer segments by identifying...High net worthWork experience placementInterim role
$200k - $300k
...relationships with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities Investment... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...High net worthFull timeLocal area$175k - $250k
...Chance to Help Scale a Fast-Growing HNW Tax Platform This Jobot Job is hosted by: Emily... ...strategic tax platform transforming how high-net-worth individuals, entrepreneurs, and business... ...filings. Serve clients with complex holdings across closely held businesses, real...High net worthFor contractorsLocal areaRemote work$28.85 - $33.65 per hour
...where you receive dedicated and personalized classes for your Securities... ...business owners and higher net worth clients alike. You’ll be able... ...Qualifications Currently holds FINRA Securities Industry Essentials... ...Education Requirement High School Diploma / GED /...High net worthHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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