Private Wealth Tax Principal — Lead & Grow Tax Advisory
Baker Tilly International
Baker Tilly is seeking a High Net Worth Tax Principal to lead a private wealth practice serving wealthy individuals, families, and private businesses. You will guide complex tax planning and multi-generational strategies while mentoring a team and collaborating with firm leadership. Ideal candidates have CPA or JD, 10+ years in tax planning, and 6+ years supervising staff, with eligibility to work in the U.S. This role emphasizes ownership, client service excellence, and growth of the practice. #J-18808-Ljbffr Baker Tilly International
- Baker Tilly Advisory Group, LP is seeking a High Net Worth Tax Principal to lead the private wealth tax practice. You will oversee compliance, consulting, and planning for wealthy... ...with firm leadership to mentor staff and grow client base. Qualified candidates bring a CPA...PrincipalPrivateTaxPrivate practiceWork at office
- Baker Tilly US seeks a Tax Principal in Santa Monica to deliver tax advisory services to Private Equity clients. This role includes managing... ...skills. Join a rapidly growing firm that values professional... ...development and offers opportunities to lead and innovate in tax services....PrincipalPrivateTax
- GHJ is seeking a senior Transaction Advisory Services Principal to lead and grow our Private Equity buy‑side practice in the Los Angeles area. The role emphasizes... ...expansion of GHJ’s PE coverage across TAS, Audit, Tax, and other services. The candidate should have a deep...PrincipalPrivateTaxPrivate practice
$239k - $350k
...looking for a Transaction Advisory Services (TAS) - Private Equity Principal At GHJ we help our people... ...Advisory, Audit, Tax, CAAS, CFO Advisory, and... ...for the right person to lead that build‑out. This role... ...challenge assumptions, and grow professionally. Strong executive...PrincipalPrivateTaxLocal areaImmediate startWorldwideDay shift- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve... ...clients with sophisticated investment strategies and private banking services. The role focuses on building trusted advisory relationships and delivering tailored...Private
- CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to support our Southern California offices. This role contributes at the highest level in the tax field, guiding client advisory, service advocacy, relationship development and leadership. The role...PrincipalTax
$170k - $200k
Sr. Tax Manager $170,000 - $200,000 per year | Glendale, CA | On-site | Permanent Lead Client Advisory | Hybrid | $130K-$200K + Bonus | Build Your Book & Partner Directly with Firm... ...about us: We are a well-established, growing public accounting firm with a long-standing...TaxPermanent employmentWork at officeLocal areaFlexible hours2 days per week- Baker Tilly is seeking a Tax Principal in our Private Equity Practice to lead fund-level tax compliance and advisory services for PE clients. You will manage client relationships, oversee complex tax research, and mentor a team of tax professionals to deliver exceptional...PrincipalPrivateTaxPrivate practice
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine... ...tracking system.Job Description:Tax Principal - Private Equity Fund LevelResponsibilitiesAre... ...firm which is one of the fastest growing in the US?Are you inspired to lead a...PrincipalPrivateTaxFull timePrivate practiceLocal areaWorldwide
$100k
...Associate – Transaction Advisory/Financial Due Diligence... ...related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate... ...exciting opportunity to join a growing team in New York, Atlanta... ...financial accounting and tax services to drive value...PrivateTaxPart timeWork at officeFlexible hours$165k - $400k
CLA is seeking a Tax Principal or Signing Director to support our Southern California offices. You will lead tax and industry professionals to deliver tax compliance and consulting services, mentor staff, and develop client relationships. Required: CPA licensure; 10+ years...PrincipalTax$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ...to join a modern and fast-growing investment firm that... ...management, business management, tax, and insurance services.... ...experience within wealth advisory services with demonstrated...PrivateTaxFull timeLocal areaRemote work- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...and continue to grow ~10% net new AUM annually—... ...individual tax clients and 75,000 privately held businesses, creating... ...of client relationships, lead client strategy, and delegate...TaxFull timeShift work
$100k - $150k
Experienced Senior, Transaction Advisory Services-M&A Tax Special Projects/382 Studies McLean, VA,... ...engagements related to transactions that private equity and strategic corporate... ...and grants employees the chance to grow their wealth over time as their shares vest and grow...PrivateTax$60k - $125k
...pinnacle of global wealth management. Goldman... ...and customers, and leading‑edge technology, data and design. Private Wealth Management (... ...which may include tax and estate planning... ...to contribute to a growing business Act as key... ...opportunities for wealth advisory services for...PrivateTaxWork at office- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine... ...or local law. Job Description Tax Principal - Private Equity Fund Level Responsibilities... ...firm which is one of the fastest growing in the US? If yes, consider joining...PrincipalPrivateTaxPrivate practiceLocal areaWorldwide
$80k - $140k
Job Summary:The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure... ...related to transactions that private equity and strategic corporate entities... ...a commitment to helping one another grow and succeed. Here, you’ll find meaningful...PrivateTax- ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...QualificationsClient Experience: Demonstrated ability to lead complex client relationships by... ...(e.g., concentrated positions, tax-aware strategies, multi-goal planning),...TaxFull timeWork at office
$258.8k - $304.2k
...an impact?Mergers & Transaction Services Advisory Lead, Software & AI West Monroe is seeking a... ...executive-level technology leader partners with private equity firms, corporate development... .... Business Development Originate and grow executive relationships with private equity...PrivateWork at officeLocal areaImmediate startFlexible hours2 days per week$182.2k - $306k
...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...Leader for our growing CAAS practice in Southern... ...for our clients - public, private and nonprofits ranging from... ...closely with the Managing Principal and Outsourcing Client Service...PrivateTaxWork experience placementInterim roleLocal areaFlexible hours$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth... ...highly accomplished at establishing, growing, and managing investment... ...investments with wealth planning and private banking services to optimize client...PrivateFull time$90k - $145k
...generated inline style */ Department Advisory/*generated inline style */... ...Description As CohnReznick grows, so do our career opportunities... ...in advisory, assurance, and tax with team members who value innovation... ...engagements from both private equity and strategic corporate...PrivateTaxWork at officeLocal areaRemote workFlexible hours$74.93k - $153k
...held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually... ...questions, we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What...PrivateTaxPrivate practiceWork at officeLocal area- ...administrative support for acquisition, implementation and retention of clients. You will lead client meetings, review portfolios, and develop strategies in collaboration with Tax, Investments and Estate Planning teams, while mentoring junior staff and driving projects...Tax
- ...Clean Energy RevolutionBecome a Tax Principal Manager at Southern... ...tomorrow. In this job, you’ll lead critical tax financial reporting... ...properly accessing and managing private customer data, proprietary information... ...SCE, you’ll have a chance to grow personally and professionally...PrincipalPrivateTaxRemote workRelocation
$180k - $225k
...a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...Our investment managers, tax and estate planning... ...individuals and families;Lead segment new business strategies... ..., Business Development, Private Wealth Management, Wealth...PrivateTaxFull timeWork at officeLocal area- ...insights, and emerging developments affecting private equity clients and portfolio companies... ..., and industry participation Lead Private Equity-sponsored financial due... ...engagements Collaborate closely with M&A Tax and other advisory teams related to tax diligence, structuring...PrincipalPrivateTax
- ...most sophisticated clients using leading technology and exceptional... ...develop and implement customized Wealth Management strategies for... ...giving, wealth transfer, and tax services.6. Develops tailored... ...determine the banking, investment and advisory needs of clients; anticipates...PrivateTaxFull timeTemporary workFlexible hours
$120k - $215k
...Sound like a place you can grow and succeed? Read on to... ...'ll Make Execute and lead Separation & Carve-Out... ...a trusted advisor to private equity sponsors and corporate... ...) Client & Sponsor Advisory Advise executive... ...Diligence, Valuation, Tax, and CFO Advisory teams...PrivateTaxInterim roleWork at officeLocal areaFlexible hours$110k - $350k
...Meaden & Moore: Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm... ...help shape the future of a rapidly growing firm. As the business continues to grow... ...Unity Partners: Unity Partners is a private equity firm based in Dallas, Texas...PrivateTaxWork at officeFlexible hours
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