Ultra-High Net Worth Tax Specialist — Boutique Role
Legacy Trust Company, N.A.
Legacy Trust Company, N.A. is seeking a skilled Tax Specialist to support our Tax Services team. You will coordinate complex tax matters for ultra-high net worth families and private foundations, ensuring accurate, organized client financials and timely filings. Join a boutique firm environment focused on client service and collaboration. Bring 5+ years of tax experience across trusts, estates, and related entities to a team that values quality work and professional growth. #J-18808-Ljbffr Legacy Trust Company, N.A.
- ...skilled and relationship-oriented Tax Specialist to join our Tax Services team, supporting ultra-high net worth families and private foundations. In this role, you will work alongside experienced... ...needs. You’ll enjoy a boutique firm environment where your contributions...High net worthWork at office
$126.1k - $253k
...that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses... ...have or require complex estate and income tax planning and compliance. Our team of... ...relevant work experience in a same or similar role to the one for which you are applying,...High net worthFull timeWork experience placementInternshipLocal area$95.4k - $180.4k
...there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families... ...require complex estate and income tax planning and compliance. Our... ...with RSM specialists regarding state and local taxation... ...experience in a same or similar role to the one for which you are...High net worthFull timeWork experience placementInternshipLocal area- ...Project Manager to drive progress on tax returns and related projects for our Tax department, serving ultra-high net worth families and private foundations. This role carries broad responsibility... ...company, Legacy Trust is a boutique firm that has been serving ultra...High net worthWork at office
- ...Underwriter (SCU) or Credit Underwriter II to analyze complex financials and approve tailored lending structures for ultra‑high‑net‑worth clients. The role partners with Credit Officers and Risk teams to support responsible loan growth. You will assess liquidity,...High net worthDay shift
- BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns...High net worth
- ...Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for... ...Privately Held About the Role The Company is in search of... ...serving as a trusted advisor to high-net-worth and ultra-high-net-worth families. This...High net worth
- BDO USA, LLP’s Private Client Services practice in Houston is seeking a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and their families. The role involves preparing complex returns (individual, trust, estate, S‑Corp, partnership), researching...High net worthPrivate practice
- ...Tax AssociateWe're looking for a highly motivated Tax Associate to join our Texas tax team. In this role, you'll assist with tax return preparation, compliance, and planning for a... ...corporations, partnerships, and high-net-worth individuals. You'll gain hands-on experience...High net worthInternshipWork at office
- ...your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...in Wealth Management or similar role. CFP, CFA, CPA, JD, or MBA required... ...billion in client assets. We combine a boutique's personal service, creativity and...High net worthPermanent employmentTemporary workWork at officeFlexible hours
$67.03k - $87.98k
...Federal Tax Experienced AssociateAre you interested in joining one of the fastest growing... ...and your development.You will enjoy this role if:You are looking for an opportunity to... ...tax matters in the state and local, high net worth, international, research and development...High net worthLocal areaVisa sponsorship- ...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...This position will play a vital role in supporting Wealth Advisors (WAs) by... ...billion in client assets. We combine a boutique's personal service, creativity and...High net worthPermanent employmentTemporary workWork at officeFlexible hours
$155k - $165k
...Solutions is partnering with a growing and highly sophisticated legal practice seeking... ...wealth transfer planning for high-net-worth clients. The role is heavily focused on drafting, implementation... ...~4–8 years of post-JD experience in tax, estate, or wealth transfer planning...High net worthPrivate practiceRemote work- ...Senior Tax AssociateWe are seeking a knowledgeable and client-focused Senior Tax... ...join our wealth management firm. This role is responsible for delivering high-quality tax planning, compliance, and advisory services to high-net-worth individuals and executives. The ideal...High net worthTemporary work
- ...than traditional accounting and tax support. Our Vision... ...Summary We're looking for a highly motivated Tax Associate to join... ...join our Texas tax team. In this role, you'll assist with tax return... ..., partnerships, and high-net-worth individuals. You'll gain hands...High net worthInternshipWork at office
$73.5k - $212.28k
...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...regulations and optimize their tax positions. This role offers the chance to work closely with...High net worthFull timeH1b- ...preservation group focuses on complex, high net-worth planning. Heavy client interaction is involved... ...and an interest in joining a top boutique law firm.Target billables of 1,800 hours... ...Finance, Mergers and Acquisitions, Trust, Tax, Estate Planning, Trademark, REIT, Securities...High net worth
$55k - $151.47k
...Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate, you... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...clients to deliver quality outcomes.In this role at PwC, you will leverage a broad range of...High net worthFull timeH1b$91.77k - $212.75k
...and build a career, KPMG provides audit, tax and advisory services for organizations in... ...technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State... ...encouraged to apply expeditiously to any role(s) for which they are qualified that is also...High net worthH1bLocal areaWeekend work- ...Job Description Job Description Remote Tax AccountantAbout the Opportunity We are... ...closely held businesses, business owners, and high-net-worth individuals across a diverse range of... ...similar platforms Why Consider This Role?• Fully remote • Diverse client base...High net worthRemote workFlexible hours
- ...Services at BDO is a boutique practice within... ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...with complicated tax and financial... ...certifications applicable to role, preferredSoftware... ...BDOInvolves firm specialists and other business...High net worthPrivate practiceWork at office
- EisnerAmper is seeking a Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals and families. The role will involve managing a team, developing strong client relationships, and ensuring exceptional tax service delivery. The ideal...High net worth
$78k - $103.94k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...and your development. You Will Enjoy This Role If You are looking for an opportunity to... ...complicated tax matters in the state and local, high net worth, international, research and development...High net worthLocal areaWorldwide- ...Description Job Description We are looking for an experienced tax leader to support ultra-high-net-worth families and senior executives with sophisticated planning and compliance needs in Houston, Texas. This role combines deep technical knowledge with a relationship-...High net worthPrivate practiceLocal area
$78k - $103.94k
...OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...and your development.You will enjoy this role if:You are looking for an opportunity to... ...complicated tax matters in the state and local, high net worth, international, research and development...High net worthLocal areaWorldwide$67.03k - $87.98k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...your development. You will enjoy this role if: You are looking for an opportunity... ...complicated tax matters in the state and local, high net worth, international, research and development...High net worthLocal areaWorldwideVisa sponsorship$110k - $140k
...Description This is a great opportunity for a Audit Manager role in the Houston, TX area, for one of our boutique, regional CPA firm partners. If you have had it... ...Role Qualifications and Requirements: ~ CPA highly preferred and or very close to attaining the license...Full timeLocal area$85k - $100k
...Overview: We are seeking an experienced Tax Preparer / Tax Accountant on behalf of our... ...compliance, and advisory services. This role requires proficiency with various tax software... ...strategies. Experience working with high-net-worth individuals and business owners. Why Join...High net worthHourly payFull timeLocal areaFlexible hours$95.4k - $180.4k
...to understand the goals of ultra-high net worth families with our customized... ...journey:Exposure to strategic tax planning, business advisory... ...engagementsCollaborate with RSM specialists regarding estate and gift... ...in a same or similar role to the one for which you are...High net worthFull timeWork experience placementInternshipWork at officeLocal area- ...one of the worlds top tax firms. Enjoy a collaborative... ...extensive network of specialists; enjoy access to our... ...diverse team helping high-profile clients... ...income tax issues for ultra-high net-worth individuals and familiesEstablish... ...Manager:Play a key role in growing KPMGs...High net worthWork at officeLocal area
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