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
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$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$71.65k - $94.05k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a... ...complicated tax matters in the state and local, high net worth, international, research and...SeniorHigh net worthLocal areaWorldwide$77k - $214k
The Opportunity As a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax practice, you will...SeniorFull timeH1b- 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
- ...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
$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- ...2026, with a planned transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in Scottsdale.... ...dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving,...SeniorHigh net worthWork at office
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- ...with a planned transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in... ...tailored solutions. As a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by...SeniorHigh net worthWork at office
- ...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
$106.5k - $195.1k
...future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing... ...and private wealth management, including High Net Worth Individuals' personal business matters,... ...family and business governance, wealth transfer succession, family constitutions, and...High net worthSummer holidayFlexible hours- ...loan portfolios of custom mortgage ultra high net worth clients. Works closely with private... ...ultra high net worth clients of Global Wealth and Investment Management (GWIM), which... ...such as balance sheets, income statements, tax returns, and liquidity statements. Prepares...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift
- EY is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth clients and family offices. You will mentor junior professionals, manage engagements, and deepen client relationships across multi-jurisdictional matters. The role...High net worth
- Wilde Wealth Management Group seeks a Senior Registered Advisor Support Associate in Paradise Valley/Scottsdale to back senior Financial Advisors and manage complex... ...compliance, and deliver exceptional service to high-net-worth clients. The role requires independent...SeniorHigh net worthFull timeWork at office
- ...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
- ...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...communities, and each other. CLA is looking to hire a Tax Senior to join our group in our Albuquerque, NM or Phoenix/...SeniorWork 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
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$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- ...Job Description Job Description Tax Partner – Generalist Elevated Hires is... ...expertise in corporate, partnership, and high-net-worth individual taxation. This direct-entry... ...permanent basis. Visa sponsorship, visa transfers, and other employment-based immigration...SeniorHigh net worthPermanent employmentWork at officeLocal areaRemote workVisa sponsorship
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- ...the trusted liaison between clients and senior advisors. The role emphasizes organized,... ...focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP... ...is an in-office position supporting high-net-worth clients in a growing independent RIA...High net worthWork at office
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