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
- ...brands and management teams in high-growth western markets.... ...bring the opportunity.The Senior Wealth Service Associate serves as a highly skilled... ..., account maintenance, transfers, and account closures while... ...managing complex or high‑net‑worth client scenarios strongly...SeniorHigh net worthWork at officeLocal areaFlexible hours
$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- Mercer Advisors in the United States is seeking a Sr. Tax Associate I to join our Tax Team. You will prepare and... ...income tax returns, projections, and analysis for high-net-worth clients, collaborating with wealth advisors to provide superior service. The role offers...SeniorHigh net worthRemote jobWork at officeWork from homeFlexible hours
- 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
$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- 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
- Job Summary We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated... ...professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves...SeniorHigh net worthTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours
- Alerus Financial in Phoenix seeks seasoned Wealth Advisors to deepen relationships with high-net-worth clients and drive new business. You will deliver holistic financial... ...CRM, and staying current on planning concepts, taxes, and estate considerations while supporting team...SeniorHigh net worth
- ...States seeks a Vice President-level Mortgage Banker in Wealth Management to lead high-net-worth mortgage initiatives and serve as the primary SME for... ...products, manage a complex UHNW mortgage pipeline, and coach Associate Mortgage Bankers while ensuring regulatory compliance...SeniorHigh net worth
$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$100k - $350k
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 Phoenix area.... ...role, working directly with high-net-worth clients while supporting senior advisors...SeniorHigh net worthTemporary workFlexible hours- SR Staffing is seeking a Senior Tax Strategy Advisor (CPA) for a fully remote, tax-only advisory role. You will work directly with business owners and high-net-worth clients on advanced tax planning, wealth preservation, estate planning, and succession strategies. This...SeniorHigh net worthRemote job
$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- EP Wealth Advisors (EPWA) is a wealth management advisory... ...serving predominately high net worth individuals. EPWA... ...opportunities for our associates to learn, grow and... ...professional careers. The Senior Financial Planner... ...financial plans, including tax planning, retirement...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hours
- ...a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain client interactions. Ideal candidates will...SeniorHigh net worth
- 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
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...visualization tools Exposure to pricing and client worth Reviewing contracts and finding new pricing options...Senior- ...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 worthFull timeWork at officeFlexible hoursDay shift
$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$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
- Bancroft Staffing Partners in Phoenix, AZ, seeks an experienced Tax Manager/Senior Manager to lead the High Net Worth & Private Client Services practice. This hybrid role focuses on sophisticated wealth planning for affluent individuals, families, and closely held businesses...SeniorHigh net worthPrivate practice
- 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- ...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
- ...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
- 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
- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while providing...High net worth
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