Tax Partner — UHNW Wealth & Tax Strategy
Doist
Mercer Advisors is seeking an exceptional Tax Partner – Regis to lead tax advisory services for ultra‑high net worth families. You will head engagements, coordinate with senior wealth advisors, and drive integrated tax planning across estates, gifts, and global structures. The role requires CPA, advanced taxation credentials, and 12–15+ years of experience with large balance sheets, plus strong communication and leadership skills. #J-18808-Ljbffr Doist
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Partner — UHNW Wealth & Tax Strategy in Los Angeles, CA vacancy
- ...exceptional Estate Planning Partner - Regis to serve as a primary... ...advisor and team leader for UHNW families. You will drive complex... ...and coordinate with senior wealth advisors to deliver integrated... ...governance, and sophisticated tax strategies while growing Regis client...Tax
$212.5k - $250k
..., business management, tax, estate, insurance, and... ...complex, multi‑generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...seeking an exceptional Tax Partner - Regis - to serve as the... ..., and gravitas that UHNW families expect from their...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$212.5k - $250k
..., business management, tax, estate, insurance, and... ...complex, multi-generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...exceptional Estate Planning Partner - Regis to serve as a... ...judgment, and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...ultra-high-net-worth clients, providing investment advice and cross-portfolio guidance. You will leverage internal partners to deliver comprehensive wealth solutions and market insights. The role requires extensive experience, CFA/MBA would be a plus, and involves...Suggested
$212.5k - $250k
..., business management, tax, estate, insurance, and... ...complex, multi-generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...exceptional Estate Planning Partner - Regis to serve as a... ...judgment, and gravitas that UHNW families expect from...TaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least... ...clients and proficiency in areas like tax legislation and estate planning. The ideal...Tax
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-... ...individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...Tax- ...Client Advisor to support senior wealth management professionals in... ...and estate planning strategies in a fast-paced, collaborative... ...investment advisory, estate and tax planning, philanthropic advisory... ..., insurance analysis, and #J-18808-Ljbffr Focus Financial PartnersTax
$200k - $300k
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic financial advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth...Full time- ...regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities... ..., centers of influence, and internal partners, analyzing estate and financial information, and developing planning strategies. Job expectations include building expertise...TaxWork experience placementWork at officeWork from homeShift workDay shift
Bank of America Corporation
Los Angeles, CA6 days ago - ## High Net Worth Tax PrincipalApplylocations: USA CA Los Angeles... ...Tax Principal**! Our private wealth practice recognizes the... ...of the most entrepreneurial partners in our field.**What you will... ...current regarding applicable strategies, see the "big picture" as well...TaxPrivate practiceLocal areaWorldwide
Baker Tilly International
Los Angeles, CA3 days ago $180k - $254.8k
...planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities Lead the... ...Develop holistic, integrated planning strategies implemented in concert with the clients... ..., attorneys, accountants, internal partners). Proactive and creative approach to problem...TaxWork experience placementDay shift- RSM US LLP is seeking a Tax Partner to lead client service, growth, and leadership responsibilities in the Tax practice. You will deliver high-quality tax solutions, deepen client relationships, and guide teams across capabilities and markets to drive strategic growth and...Tax
- Gables Search Group represents a respected public accounting firm seeking an experienced Tax Partner to join its leadership team in Los Angeles. This is ideal for an accomplished Tax Director or Senior Tax Manager ready to step into a partnership. Candidate must have public...Tax
- A reputable CPA firm located in Encino, CA, is seeking a skilled Tax Partner to lead their tax practice. This role requires significant expertise in tax planning and advisory services, along with proven experience in managing client portfolios. Ideal candidates will possess...Tax
$200k - $300k
...Banker in Beverly Hills, California, to manage ultra-high-net-worth clients, providing strategic financial advice and comprehensive wealth management services. The position requires a minimum of 15 years in private banking, proficiency in investment products, and Series...- ...acquisition, implementation and retention of clients. You will lead client meetings, review portfolios, and develop strategies in collaboration with Tax, Investments and Estate Planning teams, while mentoring junior staff and driving projects to completion. #J-18808-Ljbffr...Tax
- ...to proactively acquire affluent clients and deepen existing relationships with personalized banking and credit strategies. You will collaborate with Wealth, Home Lending, and Business Banking teams to deliver integrated financial solutions. You will champion digital adoption...
$200k - $225k
...experience and over 22,000 partners, we serve the world’s... ...At Northern Trust, our Wealth Strategist position is... ..., solutions sales strategy, and execution of our goals... ...with ultra high net worth(UHNW) individuals, families... ...of wealth transfer and tax planning strategies....TaxFull timeLocal areaFlexible hours- ...managing, safeguarding, and growing their wealth. Whether derived from successful business... ...enterprises and serves as a trusted partner, supporting families through their wealth... ...accounting, finance, human resources, operations, tax, technology, risk and philanthropy. As an...TaxFull timeWork at officeLocal area
- Manager - Wealth Management Description We are seeking a talented manager... ...to enhance client wealth strategies. Review clients’ risk management... ...communications. We want - CPA with tax compliance and planning experience with UHNW individuals. Certified Financial...TaxWork at office
- ...EisnerAmper seeks a Tax Partner for Private Client Services to lead sophisticated tax advisory and compliance engagements for high net... ...businesses. You will guide complex client relationships, provide strategy, and collaborate with PCS leadership to drive growth and...Tax
EisnerAmper
Los Angeles, CA1 day ago - ...Influence the future. Advise clients who value your expertise. Tax Partner Los Angeles or Woodland Hills, CA | Hybrid Build your... ...entrepreneurs and high-net-worth clients. Lead complex tax planning strategies across a broad range of industries and entity types. Review...Tax
Oliver James
Los Angeles, CA4 days ago - ...Responsibilities As a Partner, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited...Tax
Ekeo Group
Los Angeles, CA4 days ago - ...EisnerAmper Assurance Partner Opportunity At EisnerAmper, we look for individuals who... ...audit objectives and determine an audit strategy Lead multiple audit engagements and competing... ...is one of the largest accounting, tax, and business advisory firms, with approximately...TaxLocal area
EisnerAmper
Pasadena, CA18 hours ago - ...A respected public accounting firm is seeking an experienced Tax Partner to join its leadership team. This opportunity is ideal for an... ...Serve as a trusted advisor to clients on tax planning, business strategy, and compliance matters. Lead multiple client engagements while...TaxLocal area
Gables Search Group
Los Angeles, CA4 days ago $325k - $425k
...succeed and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on... ...complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of...TaxPrivate practiceLocal areaEisnerAmper
Los Angeles, CA4 days ago- ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...impact activities, coordinating across partners, and proactively communicating tradeoffs... ...scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs...TaxFull timeWork at office
- ...located in Encino, CA, is seeking a skilled and experienced Tax Partner to lead their tax practice. The ideal candidate will have significant... ...practice growth, mentor teams, and deliver effective tax strategies. Key Responsibilities Tax Strategy and Planning : Develop and...Tax
- Employment Retirement Insurance Act Partner Los Angeles, CA, United States Minimum Requirements... ...Experience with benefits Pension funds Tax background and experience... ...breaches, and plan mismanagement. Develop case strategies, conduct legal research, and advocate on...Tax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Partner — UHNW Wealth & Tax Strategy. Be the first to apply!
Related searches
- global partner manager Los Angeles, CA
- partner manager Los Angeles, CA
- partner Los Angeles, CA
- partner sales manager Los Angeles, CA
- care partner Los Angeles, CA
- venture partner Los Angeles, CA
- parent partner Los Angeles, CA
- partners healthcare Los Angeles, CA
- operating partner Los Angeles, CA
- senior partner marketing manager Los Angeles, CA