Senior Wealth Strategy Leader — Estate & Tax Planning (UHNW)
$250k - $325kAon
Aon is seeking a Senior Wealth Strategist in Niagara Falls, NY. This role involves providing strategic wealth preservation guidance to ultra-high-net-worth (UHNW) families, focusing on estate and tax planning. The ideal candidate should possess a law degree and a minimum of six years of relevant experience. Aon offers a competitive salary ranging from $250,000 to $325,000, along with generous benefits including paid time off, 401(k) matching, and potential performance incentives. #J-18808-Ljbffr Aon
$250k - $325k
...thoughtful, collaborative strategies that focus on... ...acts as a wealth manager, investment... ...generational families. As a Senior Wealth Strategist... ...financial, estate and tax planning. This role... ...strategically advising UHNW clients with... ...Initiative-taking thought leader regarding estate...TaxFlexible hours- EisnerAmper is seeking a Tax Senior Manager in Niagara Falls, NY, to supervise client engagements and lead a dynamic team within the Private... ...Client Services practice. This role involves overseeing tax planning and compliance for ultra-high net worth individuals, fostering...SeniorTaxPrivate practice
- EisnerAmper is seeking a tax professional for the National Office Tax team, focusing on real estate deal structures, partnerships, and high-impact advisory work. You will analyze real estate tax issues, draft memoranda, and support complex transactions for clients spanning...SeniorTaxWork at office
- ...Company’s Technology Insights Group (TIG) is seeking a Technologist, Expert Associate Partner to join the US team. You’ll act as the senior technical voice on diligence and value creation engagements, shaping technical arguments and client discussions around software, AI...Senior
$125k - $250k
...unique opportunity to step into a role that blends technical tax research, real estate transactions, and advisory work-providing a path beyond... ...level, with most candidates for this role falling within the Senior Associate to early Manager range. For NYC and California, the...SeniorTaxWork at officeLocal area- Mark Cerrone, Inc. seeks a Chief Estimator to own the bidding strategy for our heavy civil portfolio in Niagara Falls, NY. You will lead the estimating function, set standards, and partner with ownership to drive growth and win bids. You will manage end-to-end estimates...SeniorFor contractors
$300k - $400k
...nationally acclaimed real estate developer of residential,... ...asset management strategies to maximize asset value and... ...investment performance.Work with senior management to ensure business plans are executed to maximize... ...managers, accounting, tax and legal teams and lenders...TaxWork at officeLocal area- EisnerAmper is seeking a senior tax professional in New York to manage and coordinate tax compliance and advisory work for clients. You will lead client relationships, supervise staff, and support partners with service delivery and growth initiatives. You will review Federal...SeniorTax
$130k - $170k
...attorney in Trust & Estates. Full-time, Law... ...administration, estate planning, and related... ...understanding of tax codes, probate procedures... ...of family wealth and correspondingly... ...The fact that the seniority level is marked "Not... ...elder law, or tax strategy to show commitment...TaxFull timeWork at officeShift work- ...autonomy to reach your goals. We are seeking a Valuation Senior to join our Corporate Finance team, where you will play a key role in preparing valuations for financial reporting, tax and management planning purposes. This individual will collaborate closely with senior...SeniorTaxWork at officeLocal areaWork visa
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...expertise. Responsible for overseeing tax planning and compliance functions for ultra‑high... ...well as a working understanding of trusts, estates, gifts, and charitable entities....SeniorTaxTemporary workPrivate practiceWork at officeLocal area
- ...supply chain solutions with 22,000 clients and 32,000 employees. The Tax role prepares and completes state/local tax returns, reviews tax... ..., and guides international transactions to support business plans. With emphasis on leadership, mentorship, and Sarbanes-Oxley compliance...SeniorTaxLocal area
$131.8k - $237.7k
...is seeking a product marketing manager in Niagara Falls, NY. This role involves leading a team to develop and execute marketing strategies, manage product messaging, and support sales channels. The ideal candidate will have a Bachelor's Degree and at least 7 years of...Senior- Senior Associate, Wealth Investor Services The Global Wealth Investor Services Senior Associate role at TPG involves overseeing... ...in assets under management. Invests in diverse strategies like private equity and real estate. Focuses on collaboration, innovation, and...Senior
- ...experienced significant growth and is seeking a leader for our Property Tax Practice. This individual will be responsible... ...Management: Advise high-net-worth individuals, real estate funds, and corporate entities on strategies to optimize real estate portfolios and minimize...TaxLocal area
$78.7k - $125.9k
...Senior Indirect Tax AnalystPrepare and complete tax returns and reports involved with state and local sales/use, provincial, and other tax liabilities... ...implications and recommend actions that meet the business plans while overseeing the tax liability. Assist with international...SeniorTaxWork experience placementLocal areaShift work- ...operations and support HR compliance. The successful candidate will lead payroll processes, ensure accuracy, and maintain state and local tax compliance. Candidates should have at least 5 years of relevant experience, a Bachelor's degree preferred, and strong analytical and...SeniorTaxFull timeLocal area
$170k - $230k
...us! Your Role As a member of Zip’s GTM Strategy & Operations team, you’ll be a key partner... ...executive team - driving strategic planning, operational execution, and analytical rigor... ...and execution arm for our revenue leaders - owning the core rhythms, models, and metrics...SeniorHome officeFlexible hours- Direct Agents, NYC-based, is seeking a Senior Strategist, Paid Media, to drive strategic growth and revenue impact across cross‑channel... ...Kanopy platform and AI tools to uncover insights, guide media strategy, and present ROI-focused recommendations to clients. The role...Senior
- EisnerAmper is seeking a leader for our Property Tax Practice in New York. This executive will direct the firm's property tax practice, manage high-level client portfolios, and drive business development, overseeing assessments, appeals, negotiations, and compliance with...SeniorTaxLocal area
- Dwight Securities Management is seeking a Commercial Real Estate Controller to lead loan, debt and JV accounting for a nationwide REIT.... ...with asset management, external auditors, fund administrators, and tax advisors. Ideal candidate is a hands-on CPA with deep real...SeniorTax
- EisnerAmper is seeking a Tax Director for its Private Client Services (PCS) practice in Niagara Falls. This role emphasizes providing exceptional tax services to private clients, overseeing tax return processes, and mentoring accountants. The ideal candidate will have a...SeniorTaxPrivate practice
- Dwight Securities Management in New York City is seeking a Senior Accountant to support loan, debt, and joint venture accounting, ensuring... ...management teams, external auditors, fund administrators, and tax advisors to deliver compliant statements. The ideal candidate...SeniorTax
- EisnerAmper is seeking a Senior to join our National Tax Office in New York. This role offers training and mentorship, with opportunities for advancement and growth across federal income tax issues including partnerships and corporate structures. You will draft emails and...SeniorTaxWork at office
- ...in the United States seeks a strategic leader to serve as Vice President, Income Tax, overseeing domestic and international tax planning, compliance and transfer pricing. You will... ...and Business Development to drive tax strategy and support mergers and acquisitions. The...Tax
- TPG is seeking a Senior Associate in Wealth Investor Services in the New York area. You will oversee daily operations of transfer agents and service providers, support onboarding of funds to global providers, and investigate operational queries while engaging with financial...Senior
- EisnerAmper LLP is seeking a Valuation Senior for its Corporate Finance team in Niagara Falls, New York. This pivotal role involves preparing valuations for financial reporting and tax purposes, requiring two years of valuation experience. Candidates should have a Bachelor...SeniorTaxWork at office
- EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice in New York. You will prepare and review US tax returns for individuals, partnerships, and corporations while building client relationships and delivering proactive tax services...SeniorTaxPrivate practice
$95k - $140k
...elections Address collection matters including Installment Agreements, Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal tax issues. Contact the IRS Service Center and correspond on various tax...SeniorTaxLocal area- EisnerAmper is looking for a Managing Director with deep expertise in automotive and manufacturing restructuring in Niagara Falls, NY. This role is pivotal for advising clients through complex situations. The successful candidate will lead various turnaround and performance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategy Leader — Estate & Tax Planning (UHNW). Be the first to apply!
- team coordinator Niagara Falls, NY
- inventory team lead Niagara Falls, NY
- recruitment team leader Niagara Falls, NY
- team lead data science Niagara Falls, NY
- team lead Niagara Falls, NY
- group manager Niagara Falls, NY
- compliance team leader Niagara Falls, NY
- team leader mental health Niagara Falls, NY
- summer camp leader Niagara Falls, NY
- quality assurance team leader Niagara Falls, NY

