Senior Tax Advisor for High-Net-Worth Clients
WhiteCap Search
WhiteCap 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 meticulous detail, strong analysis, and delivering exceptional client service. The candidate will handle complex filings, collaborate with internal teams, and respond to notices while staying compliant with current tax laws. Prior experience in mid-sized firms is valued. #J-18808-Ljbffr WhiteCap Search
- 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
$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- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City,... ...and estate planning, with a focus on advising high‑net‑worth international families and their businesses. Duties...SeniorHigh net worthRemote work
- About The Role Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group Supervises: Junior Associates Role Type: Full... ...Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong...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$80k - $90k
PKFOD is seeking a Senior Tax Associate based in New York, NY, to support tax planning and compliance functions for high-net-worth individuals and families. The ideal candidate should have a bachelor's degree in accounting and at least 3 years of public accounting experience...SeniorHigh net worth- 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
- 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
$55k - $151.47k
...Partner Tax Preparation Advisor Senior Associate The Opportunity As a Partner Tax Preparation Advisor... ...planning and compliance services to high-net-worth individuals and privately-owned... ...delivering strategic advice and guidance to clients, helping them navigate complex tax...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
- 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
- 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
- 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... ...directly with clients and their advisors Communicates with supervisors, engagement...SeniorHigh net worthWork at office
- 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 insurance 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 have 7-10 years of experience in the insurance industry, including...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
- ...Director-level CPA with deep experience serving high-net-worth individuals and closely held businesses. You will lead client engagements and develop a team to deliver top-... ..., exceptional execution, and trusted advisor relationships with clients. A premium compensation...SeniorHigh net worth
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us Our client... ...organization where tax professionals are viewed as strategic advisors and key contributors to client success—not simply...SeniorHigh net worthPermanent employmentWork at officeLocal areaFlexible hours- ...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 taxation and estate planning for high-net-worth clients. This role involves managing client relationships,... ...closely with clients and their financial advisors. #J-18808-Ljbffr BeahiredSeniorHigh net worth
$160k - $220k
...Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private... ...taxation and estate planning to service high-net-worth individuals and families. This role... ...with the client's other financial advisors, and fostering strong client...SeniorHigh net worthFull time$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$250k - $300k
...& Gross PC in New York is seeking an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment. Qualified...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- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and...SeniorHigh net worth
- ...law firm, seeks an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate matters. The successful...SeniorHigh net worth
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