Senior Tax Strategist for High-Net-Worth Clients
NKSFB
NKSFB, LLC in Westwood, Los Angeles area, is seeking a Senior Tax Associate to join our dynamic tax team. The selected candidate will independently prepare complex returns and support clients with diverse tax matters. The role involves reviewing returns, coordinating with clients, and managing tax work papers for individuals, partnerships, estates, and corporations. Strong communication and organization are essential. #J-18808-Ljbffr NKSFB
- Mohr Talent is seeking a Senior Estate Planning Strategist in the Century City/Los Angeles area. This hybrid, direct‑hire role will lead advanced estate planning for high‑net‑worth clients and collaborate with attorneys, tax pros and advisors to evolve service delivery....SeniorTaxHigh net worth
- ...seeks an experienced Estate Planning Strategist to join its Advanced Planning organization... ...resource to financial advisors and high-net-worth clients, reviewing complex estate-planning documents... ...planning or trusts and estates, JD/Tax LLM/CFP/AEP, and willingness to travel...SeniorTaxHigh net worth
$225k - $275k
...strategic advice to ultra- and high-net-worth individuals and families,... ...oversees $237 billion in client assets as of August 31, 202... ...including wealth planners, tax advisors, estate attorneys,... ...family governance needs. The Senior Wealth Strategist is a member of the...SeniorTaxHigh net worthWork at officeLocal area$175k - $225k
...management firm is seeking a Senior Estate Planning Strategist to become its senior... ...platform. This highly visible role keeps... ...advisors, high-net-worth families, business owners... ...for high-net-worth clients. Review wills,... ...with outside counsel, tax professionals, and other...SeniorTaxHigh net worthLocal areaRemote work- Gilder Search Group seeks a Senior Tax Accountant to join our Los Angeles team. You will be responsible for preparing federal, multi-state, and various tax returns and supporting clients with complex tax matters, including estate, trust, and corporate filings. Ideal candidates...SeniorTaxHigh net worth
$175k - $225k
Senior Estate Planning Strategist Culver City, CA | Hybrid | $175,000-$225,000 Base | $250,000-$300,00... ...strategic resource for advisors and high-net-worth clients. The position offers autonomy,... ...planning platform spanning estate, tax, retirement, investment, and business...SeniorTaxHigh net worthWork at officeLocal areaRemote work$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...SeniorTaxHigh net worthFlexible hours$115k - $140k
...Over time, the firm expanded its services to include high-net‑worth individuals, public entities, corporations, endowments... ..., personalized financial plans, estate reviews, and tax analyses for high‑net‑worth clients. Partner with Wealth Advisors in delivering holistic...SeniorTaxHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial Plannerlocations... ...broader clientele comprising high net-worth individuals, public entities,... ...and ultra-high net-worth clients. This individual will work... ...plans, estate reviews, and tax analyses primarily for...SeniorTaxHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours
- ...is seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...and taxexpertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area
$265k - $320k
...Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private... ...estate planning, wealth transfer planning, tax strategy, trust and estate administration, and advising high-net-worth and ultra-high-net-worth individuals and families...SeniorTaxHigh net worthFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...SeniorTaxHigh net worthFlexible hours- A premier business management firm is seeking a Tax Consultant to prepare multi-state tax returns for high-net-worth individuals and their businesses. Ideal candidates will have a Bachelor's in Accounting or Finance, a CPA is preferred, and a minimum of 4 years of relevant...SeniorTaxHigh net worthRemote jobWork at office
- ...renowned business management and family office firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides... ...comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster...SeniorTaxHigh net worthWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well...SeniorTaxHigh net worthWork at office
$150k - $175k
...Wealth Strategist Job Description Experience: Senior Level Salary: $150,000 - $175,000 per year... ...) CFP designation Led client relationships in previous... ...are redefining the way high-net-worth families manage and preserve... ...investment management, tax strategy, estate...TaxHigh net worthWork experience placementWork at officeFlexible hours$200k - $225k
...’s most sophisticated clients using leading technology... ...Trust, our Wealth Strategist position is a key business... ...executive role.As a senior member of the Northern... ...You’ll work with ultra high net worth(UHNW) individuals,... ...of wealth transfer and tax planning strategies. And...TaxHigh net worthFull timeLocal areaFlexible hours- Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires senior expertise, strong communication, and entrepreneurial drive to grow the client base and cross-sell private banking services...SeniorHigh net worth
- RBC is seeking a Senior Associate Wealth Strategist based in Minneapolis to support wealth transfer planning as a core part of the client experience for high net worth clients. This role primarily assists external Wealth Strategists across the U.S. in collaboration with...SeniorHigh net worth
$150k - $175k
...Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job... ...We are redefining the way high-net-worth families manage and preserve... ...including investment management, tax strategy, estate planning,... ...outstanding reputation for exceptional client service, innovation, and long...TaxHigh net worthWork experience placementWork at officeLocal areaFlexible hours- Rockefeller Capital Management is seeking a Senior Wealth Strategist for its Rockefeller Private Office. You will develop and implement tax, estate and financial plans for ultra- and high-net-worth clients, collaborating with Private Advisors to deepen relationships. You...TaxHigh net worthWork at office
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families...SeniorTaxHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead our private wealth practice in the U.S. You will oversee tax planning... ..., and collaborate with firm leadership to deliver superior client service. CPA or JD and 8+ years in tax required, with leadership...SeniorTaxHigh net worthPrivate practice
$300k
...Private Wealth Counsel with at least 6 years of high-net-worth estate planning experience and California Bar admission... ..., probate filings, and estate and gift tax planning. Ideal candidates thrive in a fast-paced, client-facing environment and can own matters from start...SeniorTaxHigh net worth- WithumSmith+Brown, PC in Los Angeles, CA seeks a Tax Supervisor within the Tax Services Group... ...complex tax engagements for diverse clients. The role emphasizes client service,... ...for trusts, estates, corporations and high-net-worth individuals, researching complex matters...SeniorTaxHigh net worth
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...SeniorHigh net worth
$200k - $300k
Weaver, based in Los Angeles, seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of experience and a strong entrepreneurial spirit. The ideal candidate will lead new business initiatives...TaxHigh net worth- ...opportunity for experienced Tax Managers and Tax Seniors for managerial level accounting... ...and strong, varied client bases. Business management firmsprovide... ...financial services to high profile entertainers, athletes and high net worth individuals and families. Supervise...SeniorTaxHigh net worth
- ...Job Description Job Description We are increasing our in-house tax HNW Individual and Fiduciary tax function due to heavy client demand. Seeking both a tax senior and a tax manager to prepare/review tax returns, perform tax projections, research/planning, respond...SeniorTaxHigh net worth
$90k - $110k
...Tax Senior About the Opportunity Our client, a growing national accounting and advisory firm, is currently seeking a Senior Tax Associate for their... ...tax returns for C-corps, S-corps, partnerships, High Net Worth individuals, and trusts and estates. • Handle...SeniorTaxHigh net worthWork at officeRemote workMonday to Friday
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