Senior Tax Advisory Leader for High-Net-Worth Clients
Siegfried Advisory
Siegfried Advisory is seeking a client-focused Senior Manager to lead complex tax engagements within our Tax Advisory Services group. This role involves managing teams, delivering tailored services to high-net-worth individuals, and collaborating with firm leadership. Based in Connecticut, candidates should expect to be on-site 4 days a week, with flexibility for New York Metro-based applicants. A minimum of 8 years in tax, strong leadership skills, and a commitment to excellence are required. #J-18808-Ljbffr Siegfried Advisory
- ...are seeking an experienced and client-focused Senior Manager to join our Tax Advisory Services group. In this role, you... ...of complex tax engagements for high-net-worth individuals and entrepreneurial... ...supporting the development of future leaders Deliver comprehensive tax...SeniorTaxHigh net worthFor contractorsWork at officeLocal areaFlexible hours2 days per week1 day per week
- ...on behalf of a leading global investment firm, seeks a Tax Senior to join the Private Client tax team in New York City with a hybrid work... ...focuses on compliance, planning and reporting for ultra-high-net-worth individuals and their entities. You will work with senior...SeniorTaxHigh net worth
- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Hartford, CT.... ...and estate planning, with a focus on advising high-net-worth international families and their businesses. Duties...SeniorTaxHigh net worthRemote work
- ...Job Title Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Essential... ...as financial statements, tax returns, work papers, etc.);... ...expertise in accounting, tax, advisory, benefits, insurance, and...TaxHigh net worthWork at office3 days per week
- CohnReznick is seeking a Tax professional based in Hartford, Connecticut to support their National Tax Team. The ideal candidate will serve as the engagement lead on client accounts, manage pre-engagement planning, and assist with tax law research and compliance tasks....SeniorTaxFlexible hours
- ...International seeks an experienced wealth advisor to serve ultra-high net worth clients from the Westport office in a Hybrid schedule. The role is... ...You will advise on comprehensive wealth management, complex tax and estate planning strategies, and investment management,...SeniorTaxHigh net worthWork at office
$200k
Highlights Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management Opportunity to source business from 10 WAS and SAN branches The...SeniorTaxHigh net worthWork at office- A global leader in advisory services seeks a Senior Manager in Financial Services to lead projects in actuarial consulting. This role involves developing innovative solutions, managing client relationships, and mentoring junior staff. The ideal candidate will have at least...Senior
$142.9k - $301.3k
...365 Business Applications - Client-Facing Senior Technical Architect A reasonable... ...our DNA across our audit, tax, and consulting groups. That... ...delivery of transformative, high-value solutions for Crowe... ...with compliance and security. Advisory, Pre‑Sales & Thought...SeniorTaxLocal area- ...A leading financial services company is looking for a Senior Manager, Client Development Affiliate Marketing to join its team. This remote role focuses on partnering with top merchants to leverage the company’s product suite. Responsibilities include client relationship...SeniorRemote work
- ...professional services firm in Hartford, Connecticut is seeking a Tax Manager for their Construction and Real Estate department. The... ...expertise, with responsibilities including managing staff, developing client relationships, and ensuring quality control. Candidates should...SeniorTaxFull time
- LAZ Parking is seeking a Senior Accountant for Client Reporting Services in Hartford, CT. The ideal candidate will handle monthly accounting and reporting... ...financial reports, reconciling accounts, and assisting in tax return preparations. A Bachelor’s degree in Accounting and...SeniorTaxWork at office
- Crowe in Hartford, Connecticut is seeking a qualified individual for roles in client operations and project coordination. The position involves billing support, process execution, and adoption of core systems like D365 and SharePoint. The ideal candidate should have a...SeniorTaxWork at office
$171k - $390.6k
Senior Manager - Financial Services - Insurance and Actuarial Advisory Services - Modeling - Advisory Location... ...thinking to clients worldwide, supporting... ...brand as a leader in your field. Your... ...services and high-quality work products... ...in assurance, tax, transaction and...SeniorTaxSummer holidayWorldwideFlexible hoursShift work- ...preparation D365 entry and maintenance New client set up and risk assessments Drafting... ...strong relationships with client service leaders, anticipate their needs, communicate proactively... ...demands Committed to delivering high‑value support, understanding client goals...SeniorTaxWork at officeLocal areaShift work
$135k - $150k
...an established book of 100+ client relationships . This is a... ...relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and... ...wealth team, or planning-focused advisory environment Why You’ll...TaxHigh net worthFull timeLocal area$60k - $200k
...employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Private Client Sales Executive (Client Advisor) Position... ...cultivate new business opportunities, focusing on high‑net‑worth and private client accounts, including...High net worthBase plus commissionImmediate start- MONECO Advisors LLC in Glastonbury, Connecticut, is searching for a Senior Tax Associate to manage a range of tax compliance and planning responsibilities. You’ll collaborate with clients and the wealth management team, ensuring precise delivery of tax documents while contributing...SeniorTax
$150k - $170k
Australia-Employment is seeking a Senior Tax Manager based in Hartford, CT. The role involves delivering a full range of tax services and managing a diverse client portfolio while mentoring junior staff. Join a collaborative and inclusive team at this independent CPA firm...SeniorTaxSummer work- ...Job Title Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to... ...With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers...SeniorTax
- ...of a team of thought leaders and seasoned benefits... ...DESCRIPTION Daybright Advisory Services is a Registered... ...financial planning. We design client portfolios around... ...(mix of taxable and tax‑deferred accounts).... ...your personal network of high‑net‑worth individuals and...TaxHigh net worth
- A leading accounting firm seeks a Senior Tax Manager in Hartford, CT. This hybrid position involves overseeing client tax planning, managing engagements, and developing client relationships. Candidates should have a Bachelor's degree in accounting, a CPA license, and 8+...SeniorTaxFlexible hours
- Senior Accountant, Client Reporting Services - Hartford, CT Address: Hartford, CT Highlights Bachelor... ...department is comprised of over 65 highly qualified accountants who specialize in... ...preparing, and filing all applicable tax returns, including property, parking,...SeniorTaxWork at officeLocal area
- A prominent consulting firm is seeking a Senior Manager for its Tax Credits & Incentives Advisory team. This role involves advising clients on state tax credits, leading complex engagements, and managing client relationships. Candidates should have over 8 years of tax...SeniorTaxFlexible hours
$133k - $217.7k
...Sr. SaaS Consulting Client Partner,... ...need transformational leaders ready to bring their... ...growth and closing high-value deals by leading... ...targets. + **Customer Advisory & Relationship Management... .../ Client Net Promoter Score (NPS... ...Spending Accounts 6. Pre-tax commuter and...SeniorTaxContract workTemporary workRemote workFlexible hours$150k - $170k
...delivers accounting, auditing, tax, and business consulting... ...specialized industry expertise and a client-first approach to every... ...re looking for an experienced Senior Tax Manager to deliver a full... ...role that spans client-facing advisory work and internal team development...SeniorTaxSummer workLocal area$25 - $38.46 per hour
...Private Client Banker Location: 923 Main Street - Manchester, Connecticut... ...and Key. Education High School Diploma, GED, or... ..., retirement planning, and tax optimization. This role requires... ...relationships with high-net-worth clients, providing personalized...TaxHigh net worthHourly payWork experience placementImmediate startDay shift- ...Attorney Search is looking for an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Hartford,... ...of 5 years of experience, focusing on advising high-net-worth international families. This role involves advising...TaxHigh net worthRemote work
$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups.... ...a key role in advising clients, managing sophisticated... ...Technical Expertise: Deliver high-level tax consulting,... ...affecting ultra-high-net-worth clients. Engagement... ...their goals with tax, advisory, risk and performance services...TaxHigh net worthWork at officeLocal areaRemote workWorldwide- Phase2 Technology is seeking a Senior Analyst to conduct innovative research and provide guidance on the evolving advertising technology... .... The role involves creating research content, engaging with clients, and supporting market presence through presentations. The...Senior
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