Senior Tax Strategy Advisor for High-Net-Worth Clients
PricewaterhouseCoopers
PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations to optimize positions. You will apply a broad range of tools and methodologies, interpret data for insights, uphold professional standards, and drive growth within the Tax practice while embracing ambiguity and #J-18808-Ljbffr PwC
- Anchin is seeking a Tax Senior Associate for the Private Client Group in New York. You will oversee high-net-worth client engagements, manage complex individual and trust tax filings, and provide tailored tax planning. The role includes mentoring junior staff and collaborating...SeniorHigh net worth
- ...Search is seeking a dedicated and experienced tax professional in New York to prepare and review returns for high-net-worth individuals and entities. The role emphasizes... ..., strong analysis, and delivering exceptional client service. The candidate will handle complex filings...SeniorHigh net worth
- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You... ...tax regulations and optimize client positions while leading teams and developing...SeniorHigh net worth
- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
$200k - $220k
...Cerity Partners in New York City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships...SeniorHigh net worth- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns,...SeniorHigh net worth
- A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance.... ...requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge...SeniorHigh net worthRemote job
$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a competitive...SeniorHigh net worthWork at officeFlexible hours- ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in... ...planning, with a focus on advising high‑net‑worth international families and... ...and cross‑border planning strategies. Develop sophisticated estate...SeniorHigh net worthRemote work
- About The Role Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group Supervises... ...the primary point of contact for high-net-worth clients and family offices,... ...Develop and implement comprehensive tax strategies to optimize clients' financial...SeniorHigh net worthFull timeWork at officeLocal area
$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE004444 Full-Time Hybrid Locations... ...support the tax planning and compliance functions for high-net-worth individuals and their families, with a focus on...SeniorHigh net worthFull timeLocal areaFlexible hours3 days per week$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible Hybrid... ...beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families? A bit about...SeniorHigh net worthPermanent employmentFor contractorsWork at officeLocal areaFlexible hours- Joel Isaacson & Co, based in New York, NY, is seeking a Senior Tax Associate to focus on high net worth taxation, gift, trust, and estate planning engagements. The role includes research, client liaison, and review of tax workpapers, with a hybrid schedule (2 days in office...SeniorHigh net worthWork at officeRemote work
- ...professional services advisor to middle-market businesses... ...in accounting, tax, advisory, benefits, insurance... ...insights to help clients anticipate what is... ...Primary DutiesThe Tax Senior Manager is responsible... ...a trusted advisor to high-net-worth individuals, multi-generational...SeniorHigh net worthWork at office
$55k - $151.47k
...Partner Tax Preparation Advisor Senior Associate The Opportunity As a Partner... ...and compliance services to high-net-worth individuals and privately... ...advice and guidance to clients, helping them navigate complex... ...to the firm's overall strategy. This opportunity allows...SeniorHigh net worth- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorHigh net worth
- ...Australia-Employment seeks a Senior Tax Manager for their New York... ...compliance and advisory for high-net-worth individuals. This role requires... ...in complex taxation, client service skills, and the ability... ...professionals are valued as key advisors in client success....SeniorHigh net worthWork at office
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location: New York,NY, US Date Posted: 08-03-2026 Job... ...support tax filings and planning strategies Manage foreign tax reporting... ...Collaborate with financial advisors, investment professionals, attorneys...SeniorHigh net worthWork at officeFlexible hours$150k - $210k
...responsible for: Review of international tax compliance forms and working with a... ...positions Collaborate with the Private Client Services and Trust & Estate groups on cross... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthFull timeFixed term contractLocal area- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...SeniorHigh net worth
- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...consulting services to our high net worth clients. Significant... ...tax and wealth retention strategies, as well as taxation of entities... ...with clients and their advisors Communicates with...SeniorHigh net worthWork at office
- A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...SeniorHigh net worthWork at office
- ...brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will... ..., creating tailored insurance strategies, and collaborating with various advisors...SeniorHigh net worthWork at office
- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...SeniorHigh net worth
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.Possess comprehensive...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area
- WithumSmith+Brown, PC is seeking a Tax Senior to lead all aspects of tax engagements from our Columbia, MD or Tysons Corner, VA offices. You will supervise staff, mentor juniors, and build lasting client relationships while handling complex returns and planning opportunities...Senior
- A leading tax advisory firm in New York seeks a Tax Senior Manager specializing in fiduciary... ...and estate planning for high-net-worth clients. This role involves... ...laws, and developing strategies to preserve and transfer... ...clients and their financial advisors. #J-18808-Ljbffr...SeniorHigh net worth
- ...advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new...SeniorHigh net worth
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorHigh net worthWork at office
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