Tax Associate: High Net Worth Planning
CapTrust Advisors, LLC
CapTrust Advisors, LLC is seeking a Tax Associate to provide tax compliance and consulting services to high net worth clients. Responsibilities include preparing tax returns, assisting with quarterly payments, and collaborating with other professionals. Ideal candidates should have 1-3 years of public accounting experience, proficiency in Microsoft Office, and a strong understanding of tax laws. This position offers generous benefits and a supportive work environment. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Associate: High Net Worth Planning in Boston, MA vacancy
- ...your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS... ...be Responsible For: Coordinate, plan, and supervise multiple engagements... ...family owned, closely held businesses and high net worth individuals with the solutions they...High net worthTemporary workLocal area
EisnerAmper
Boston, MA1 day ago - ...qualified individual for the position of Tax Associate. The individual selected for this... ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.... ...the business management team for tax planning, tax research, and ongoing education...High net worthFull timeWork at officeLocal area
Focus Partners Wealth
Cambridge, MA4 days ago $75k - $85k
Tax Associate CAPTRUST is seeking a Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and tax... ...all client activities including tax planning, compliance, and executing tax projects...High net worthTemporary workInternshipWork at officeLocal areaFlexible hours$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires...High net worth- ...real estate investors, nonprofits, and high-net-worth individuals. We combine deep technical... ...an experienced and motivated Senior Tax Associate to join our growing tax team. This role... ...tax returns. Assist clients with tax planning opportunities and tax-related questions...High net worthFlexible hours
Nash CPAs, LLC.
Norwood, MA23 hours ago - NACBA is looking for an experienced Trusts & Estates Associate to work in Boston. This role involves sophisticated estate planning, wealth transfer strategies, and trust administration for high-net-worth clients. The ideal candidate will have 5+ years of relevant experience...High net worth
- ...- District of CT is seeking a Trusts & Estates Associate to join its practice in Boston, Massachusetts. This role offers the chance to work on estate planning, trust administration, and probate matters for high-net-worth clients. Qualified candidates will have a JD, be...High net worth
- ...your goals. EisnerAmper is seeking Tax Senior Associate to join the Healthcare team within our... ...Will be Responsible For: Coordinate, plan and supervise multiple engagements... ...family owned, closely held businesses and high net worth individuals with the solutions they...High net worthTemporary workLocal area
$90k - $120k
Overview Remote Senior Tax Accountant role with a rapidly growing CPA firm. Responsibilities include managing federal and state tax matters, tax planning, and tax review for a diverse clientele, including high net worth individuals. The role offers a clear path to partnership...High net worthRemote jobWork at office$150k - $190k
...place to build a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth... ...and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions...High net worthWork experience placementWork at officeLocal area3 days per week$90k - $125k
...comprehensive financial planning for executives and... ...specifically for (very) high-earners who are accumulating... ...we build comprehensive net worth projections to ensure... ..., broadly-diversified, tax-efficient portfolios of... ...We seek a Tax Senior Associate to join the Tax team at...High net worthRemote jobHourly payFull timeWork experience placementSelf employmentImmediate startHome officeFlexible hours$220k - $250k
...a mid-level Trusts & Estates Associate (4+ years) to join its Private... ...with sophisticated estate planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries... ...complex wealth transfer and tax planning matters. Why...High net worthWork at officeMarina Sirras & Associates LLC
Boston, MA1 day ago- ...in Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving high-net-worth individuals and families, providing comprehensive estate planning representation and client service designed to build lasting...High net worth
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...High net worthFlexible hours
$250k - $300k
Nixon Peabody is seeking a mid-level associate for its Private Clients Practice... ...3-5 years of experience in estate planning, particularly with high net worth individuals and businesses. Responsibilities... ..., managing trusts, and providing tax planning advice. Strong...High net worthPrivate practice$250k - $300k
Nixon Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA... ...3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters. The ideal applicant will demonstrate...High net worthPrivate practice- ...a boutique law practice in Needham, Massachusetts, is seeking a Tax Manager specialized in high net worth individuals. This role involves managing 1040 preparation, tax compliance, and strategic planning while building relationships with clients. The ideal candidate will...High net worth
- ...Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring their financial...High net worth
- ...Director of Tax About the Company Well-established private equity firm Industry Venture... ...with a focus on S Corp, Partnerships, High Net Worth Individuals, and Investments. This role... ...investment entities. This includes tax planning, compliance, and strategy development. The...High net worthWork at office
Confidential
Boston, MA23 hours ago $83k - $104k
...requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning. Candidates must hold relevant licenses and have excellent communication skills. The salary range is $83,000 - $104,000 per year,...High net worthFlexible hours$106.06k - $159.14k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm... ...Requirements Dedicated to high-caliber client service Supervise... ...knowledge of tax compliance and planning at both the federal and state... ...and planning services to high net worth individuals and family groups...High net worthCasual workWork at officeFlexible hoursBaker Newman Noyes
Boston, MA23 hours ago- ...professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service,... ...a proactive leadership role within a high-performing team. This position involves... .... Developing and implementing tax planning strategies that support client business...Local areaRelocation package
Quix Recruitment Group Ltd
Boston, MA4 days ago $70k - $120k
...ecosystem that delivers accessible, high-quality, and sustainable healthcare... ...Role summary: Join our Global Tax Department as a Senior Tax Associate, where you will play a pivotal role... ...identifying tax implications of research and planning projects to minimize the Company’s...Full timeTemporary workWork at officeathenahealth
Brighton, MA3 days ago- ...Job Overview A law firm seeks a Junior Tax Associate to join its Boston office. The ideal candidate will have 1-3 years of experience in... ...and startups, in a collaborative environment. Duties Assist in planning, controversy, and transactional tax work. Engage in direct...Work at officeFlexible hours
BCG Attorney Search
Boston, MA3 days ago $220k - $250k
...mid-level Trusts & Estates Associate (4+ years) to join its Private... ...with sophisticated estate planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries... ...complex wealth transfer and tax planning matters. Why...High net worthWork at officeRemote work2 days per weekMarina Sirras & Associates LLC
Boston, MA1 day ago- ...Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5...High net worth
- ...Boston is seeking a private client attorney with a strong background in trusts & estates and estate tax planning. This position offers sophisticated work with high-net-worth individuals and a real opportunity for partnership progression within one of New England's most...High net worth
- CAPTRUST is looking for a Tax Associate in Boston, MA, to provide high net worth families and individuals with tax consulting services. The role involves preparing tax returns, collaborating with other professionals, and enhancing internal processes. The ideal candidate...High net worthWork at office
- CyberCoders is looking for an experienced Tax Manager in Boston, MA, who aspires to become a partner and possibly an owner. This role involves complex tax compliance and planning for High-Net-Worth Individuals within a close-knit, family-oriented CPA firm. The position...High net worth
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...gift, estate, and income tax issues for high net‑worth individuals and related businesses. The... ...tax technical topics, and working on tax planning goals. Based in Westwood, MA, this...High net worthPrivate practiceLocal areaFlexible hours
EisnerAmper
Boston, MA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Associate: High Net Worth Planning. Be the first to apply!
Related searches
- tax examiner Boston, MA
- remote tax accountant Boston, MA
- tax specialist Boston, MA
- international tax consultant Boston, MA
- accountant tax preparer Boston, MA
- senior tax associate Boston, MA
- sales & use tax accountant Boston, MA
- international tax accountant Boston, MA
- international tax associate Boston, MA
- tax consultant Boston, MA