Senior Tax Associate: High Net Worth & Wealth Transfer
Eide Bailly
Eide Bailly LLP, located in Phoenix, AZ, is seeking a Tax Senior Associate to assist individual tax clients with wealth transition practices. The ideal candidate will prepare various tax returns and work closely with clients to ensure accurate tax filings, while also engaging in professional development. Candidates should possess a Bachelor’s degree in Accounting and ideally have 3+ years of public accounting experience. The role offers an in-office/hybrid work arrangement with a range of generous benefits including paid time off and comprehensive insurance. #J-18808-Ljbffr Eide Bailly
- Eide Bailly in Phoenix, AZ is seeking a Tax Senior Associate to join our high net worth tax practice. You will work with individual tax clients, assisting with wealth transition across generations and preparing complex returns. We value clear communication, ongoing professional...SeniorHigh net worth
- ...AZWork Arrangement: In-Office/HybridA Day in the LifeAs a Tax Senior Associate in our high net worth tax practice, you will be responsible for working with... ...tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax...SeniorHigh net worthWork at officeLocal areaVisa sponsorship
$77k - $214k
...advisory needs such as audit, tax compliance, and planning to... ..., entrepreneurs, and high net worth individuals. You’ll be assisting... ...team focus on key issues like wealth management, compliance, cash... ...now and in the future.As a Senior Associate, you'll work as part of a team...SeniorHigh net worthFull timeH1b- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition...SeniorHigh net worthWork at office
- Charles Schwab in the United States seeks a Sr. Manager, Wealth Advisor to join Schwab Wealth Advisory. You will deliver fiduciary... ...portfolios, and lead a collaborative advisory team in servicing high-net-worth clients. You will mentor junior SWA members, leverage a broad...SeniorHigh net worth
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems... ...tools- Exposure to pricing and client worth- Reviewing contracts and finding...SeniorFull timeSecond jobH1b- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients.... ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition and...SeniorHigh net worthFull timeWork experience placementWork at office
$77k - $214k
Industry/SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients...SeniorFull timeH1b- PwC is seeking a Wealth Management Tax Services Senior Associate in the United States to provide strategic tax planning, compliance, and advisory services for... ..., drafting documents, and collaborating with teams to deliver high-quality service. #J-18808-Ljbffr PwCSenior
$100k - $350k
...Job Description Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate to join their practice in the Greater... ...role, working directly with high-net-worth clients while supporting senior...SeniorHigh net worthTemporary workFlexible hours$120k - $140k
Senior Tax Strategy Advisor (CPA) - Remote Location: Remote (AZ, NV, TX, or FL preferred) Compensation: $120,0... ...required. Work directly with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies...SeniorHigh net worthWork at officeRemote work- SR Staffing is looking for a Senior Tax Strategy Advisor (CPA) for a fully remote role. You will work with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. Responsibilities include leading...SeniorHigh net worthRemote job
$71.65k - $94.05k
...Tax Senior Associate page is loaded## Tax Senior Associatelocations: USA AZ Phoenixtime type: Full timeposted on: Posted Todayjob requisition... ...on complicated tax matters in the state and local, high net worth, international, research and development along with credits...SeniorHigh net worthLocal areaWorldwide- ...Description We are seeking a Tax Accountant who loves people as... ...20S, and 990 · Manage a high volume of returns with a strong... ...· Collaborate with tax, wealth management and operations teams... ...termination, layoff, recall, transfer, leaves of absence, compensation...SeniorHigh net worthFull timeWork at officeLocal area
- Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement...SeniorHigh net worthFlexible hours
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.... ...companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members, and...SeniorH1b- AlphaTrust Advisors in Phoenix is seeking a Tax Manager who thinks like a consultant. You will own client relationships, lead complex planning, and drive multi-year strategies for high-net-worth clients, including multi-state returns and sophisticated K-1s. The role requires...SeniorHigh net worth
$129k - $238k
...build relationships with high-net-worth clients. This is... ...intermediate estate planning, tax planning and advanced... ..., trust and wealth transfer, credit, deposit and... ...and large audiences of senior and executive level professionals... ....We offer eligible associates comprehensive...SeniorHigh net worthImmediate start$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects...SeniorHigh net worthFull timeH1bRemote work- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE,... ...maintaining, and expanding relationships with high net worth individuals, families, family... ...opportunities for training, compensation, transfer, promotion and other aspects of employment...High net worthWork experience placementWork at officeLocal area
- Job Summary:The Senior Tax Manager is responsible for providing tax... ...income, estate and gift tax and wealth retention strategies, as... ...working together to serve our high net worth clients with timely responses to their needsSupervises associates and senior associates on all...SeniorHigh net worthWork at office
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...focus on key issues like wealth management, compliance, cash... ..., now and in the future.As a Senior Manager, you'll work as part...SeniorHigh net worthFull timeH1b- ...trends Identify advisor needs and refer opportunities to business partners including Client Experience, High Net Worth Services, and Tax Planning Maintain knowledge of Wealth Planning offerings Engage advisors through onboarding, integration, and the ongoing advisor...SeniorHigh net worthWork at office
- Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus...High net worth
- ...Tax Senior Excellent client interaction role, great work life balance... ...to Phoenix. Progressive, highly profitable, well established... ...complex tax returns for high net worth individuals, partnerships, C... ...closely with our client's wealth and legal advisors to ensure...SeniorHigh net worthLive inWork at officeRemote workRelocationFlexible hours
$105k - $180k
...Hybrid, or In-office A Day in the LifeA typical day as a Wealth Transition Services Tax Manager might include the following:Advising and... ...Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients.Technical research on estate...High net worthWork at officeLocal areaRemote workVisa sponsorship- Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable... ...delivering personalized wealth strategies across planning, tax, estate planning, investment management, and asset...High net worthWork at office
$124k - $335k
...advisory needs such as audit, tax compliance, and planning to... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...focus on key issues like wealth management, compliance, cash... ...now and in the future. As a Senior Manager, You'll Work As Part...SeniorHigh net worthH1b- ...Fulltime Position Hybrid Position Responsibilities : Lead tax compliance and planning for businesses and high-net-worth individuals Manage client relationships and mentor junior staff Review complex tax returns - Forms 1120, 1065, 1040, 1041,...SeniorHigh net worthFull time
$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorHigh net worthRemote work
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