Senior Tax Advisor - Hybrid, Mentorship & HNW Planning
Jobot
A tax advisory firm is seeking a Senior Tax Advisor to guide high-net-worth clients with advanced planning and tax strategy. This hybrid role focuses on preparing and reviewing complex tax returns, advising clients and Trustees on financial strategies, and collaborating with internal teams. The ideal candidate thrives in a client-focused environment and can mentor junior advisors. Join a collaborative team that values precision and discretion in service delivery. #J-18808-Ljbffr Jobot
$185k
Trusts & Estates Senior Associate | Boston... ...Base Salary $185K+ | Hybrid Sophisticated... ...step into a trusted advisor role, working closely... ...on complex estate planning and wealth... ...clients on estate, tax, and wealth transfer... ...environment with real mentorship Clear opportunity...SeniorHigh net worthPrivate practice$100k - $170k
Jobot is seeking a skilled Permanent Tax Manager (HNW) in Boston, MA, to manage tax compliance... ...Responsibilities include providing strategic tax planning, leading a team, and ensuring... ...dental, and vision benefits and a flexible hybrid work arrangement. #J-18808-Ljbffr JobotSeniorHigh net worthPermanent employmentFlexible hours$150k - $200k
...follow our LinkedIn page! Job Details Senior Tax Advisor - Guide high-net-worth clients with advanced planning, tax strategy & client-focused expertise in a hybrid role. Salary: $150,000 - $200,000... ...Prepare and review complex HNW/individual tax returns, trusts/estates...SeniorHigh net worthWork at officeRemote work- ...Point Recruitment LLC is seeking an Audit Senior Associate in Boston, MA. This role... ...public accounting. Responsibilities include planning and executing financial statement audits... ...growth through access to resources and mentorship, and sponsorship is available. #J-18808-...SeniorVisa sponsorship
- ...Job Description Job Description Senior Tax Accountant (Fiduciary- Hybrid) Senior Tax Accountant (Fiduciary - Hybrid) Company Overview We are... ...will play a crucial role in managing tax compliance and planning for high-net-worth individuals and their trusts, ensuring...SeniorHigh net worthOngoing contractTemporary workLocal area
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing... ..., recommending investment strategies, and collaborating with tax professionals. The position requires at least 8 years of...SeniorHigh net worthRemote job- ...Internal Auditor based in Charlotte, NC. You will be responsible for planning and delivering audits across North America, providing risk and... ...approximately 15-20% travel. Join a dynamic team and enjoy a hybrid work environment with robust benefits including health,...Senior
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta based CPA Firm) Who: A highly skilled tax professional with 4–8 years of public... .... Where: REMOTE Why: Growing client demand and succession planning are creating the need for experienced senior-level leadership....SeniorHigh net worthWork at officeImmediate startRemote work$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...SeniorHigh net worthWork at officeRemote work$140k - $160k
KBW Financial Staffing & Recruiting is seeking a Fiduciary Tax Accountant in Boston, MA. The position offers a hybrid work model and a competitive salary range of $140,000 to $160,000 plus bonus. Key responsibilities include preparing and reviewing estate tax and fiduciary...Senior- ...estate services firm is seeking a highly skilled Senior Cost Manager/Estimator for their Boston team. This hybrid position is essential for delivering comprehensive... ..., emphasizing adherence to financial policies and strategic planning. #J-18808-Ljbffr CBRE Group, Inc.Senior
$90k - $110k
Senior Tax & General Ledger Accountant Triumvirate Environmental, one of the largest... ...of Accounting. This role offers a hybrid work model, after 90 days, and is... ...trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home...SeniorFull timeWork at officeLocal areaRelocation- A leading global tax consulting firm is seeking a Tax Professional to prepare complex... ...with specialists to offer comprehensive tax planning solutions. Ideal candidates should have a... ...Expect a competitive salary and flexible hybrid work model. #J-18808-Ljbffr Ernst & Young...SeniorHigh net worthFlexible hours
$145k - $225k
Jobot is seeking a Trusts & Estates Associate Attorney in Boston, Massachusetts. The role involves managing estate planning matters for high-net-worth individuals, drafting estate documents, and collaborating with attorneys. Candidates should have a minimum of 4 years...SeniorHigh net worth$175k - $225k
...investment advisory firm in Boston is seeking a Senior Financial Planner with at least 10 years of experience in comprehensive financial planning. The role emphasizes fiduciary... ...and have a strong knowledge of estate and tax planning. The position offers a full-time,...SeniorHigh net worthFull timeWork at office$175k - $225k
A private wealth advisory firm in Boston seeks an experienced Senior Financial Planner to manage high-net-worth clients and translate investment strategies into actionable financial planning. The ideal candidate should have at least 10 years of experience, strong knowledge...SeniorHigh net worthFull timeWork at office$85k - $100k
...accounting firm in Braintree, MA is looking for an Audit Senior to oversee audit engagements from planning to completion. The candidate should have a Bachelor's... ...of $85,000-$100,000 along with a competitive benefits package and hybrid work options. #J-18808-Ljbffr WithumSeniorFull time- ...environmentempowering advisors to focus on clients, growth... ...seeking experienced Senior Wealth Advisors to join... ...service team support, a deep planning platform, strong client... ...planning: retirement, tax, estate, investments,... ...in firm direction Hybrid schedule with...SeniorHigh net worthWork at officeLocal areaRemote work
- A prominent educational nonprofit is seeking a Director of Development for New England to lead major gifts fundraising. This hybrid role based in Boston requires over 10 years of experience in major gifts fundraising, exceptional relationship-building skills, and a deep...SeniorHigh net worth
- ...experienced estate planner who will craft advanced tax strategies for high-net-worth individuals... ...your expertise in estate and tax planning. The ideal candidate has a J.D. with... ...administration. This position also emphasizes hybrid flexibility and a collaborative culture...SeniorHigh net worth
- A leading professional services firm in Boston is seeking a Senior Associate to provide advisory services in tax planning, compliance, and strategy. The ideal candidate will leverage technology for innovative solutions, mentor junior team members, and maintain client relationships...Senior
- Ernst & Young Oman is seeking a Senior Tax Advisor to advise tax-exempt organizations and maintain... ...from taxes. This position offers mentorship under senior tax professionals and requires... ...tax matters. The role operates in a hybrid working model, ensuring flexibility...Senior
- ...What You’ll Do Location: Hybrid Onsite Presence based at our US... ...per week onsite) Reports to: Senior Manager, Accounting... ...Reporting, Accounting Operations, Tax, Sales, Commercial Operations,... ...analysis for capacity and strategic planning Perform monthly revenue related...SeniorFull timeNight shiftWeekend work2 days per week3 days per week
- A leading tax service provider is seeking an experienced Tax Advisor to serve clients with diverse tax and business needs year-round. This role involves building... ...relationships, offering tax preparation and planning services, and requires a CPA or Enrolled Agent certification...SeniorRemote job
- A leading tax preparation firm in Cambridge is looking for a Tax Advisor to build year-round relationships and provide comprehensive tax services. This role requires... ...will assist clients with tax preparation and planning using virtual tools and in-person communication....SeniorRemote job
- ...The role involves providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients. Applicants should... ...drafting. The position offers a competitive salary up to $435,000, a hybrid working arrangement, and benefits including life insurance and...High net worth
$100k - $108k
Advisor Group is seeking a Financial Advisor in Boston, MA. This full-time role requires supporting... ...Wealth Advisors by providing financial planning and investment guidance to high-net-worth... ...experience. The position offers a hybrid work schedule and a competitive salary of...High net worthFull time- ...to C-suite executives and build trusted advisor relationships that drive firm growth... ...federal, state, or local law. About Our Tax Team: As the largest service line within... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper...SeniorHigh net worthWork at officeLocal areaRemote work
$76k - $125.3k
...the most technically demanding tax planning and compliance projects... ...you to develop into a trusted advisor role to client. You will work... ...the confidence to challenge senior colleagues and stakeholders from... ...team‑led and leader‑enabled hybrid model. Our expectation is for...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...real transactions — liquidity events, generational legacies, and the families navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required You won't be doing surface-level work here. The firm's private wealth practice is deeply...SeniorHigh net worthPrivate practice
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