Remote Tax Manager — Lead HNW/UHNW Tax & Wealth Planning
$110k - $124kProven Recruiting
- Remote job
A leading wealth management firm is seeking a Tax Manager to lead a team, prepare complex tax returns, and ensure compliance for high-net-worth clients. This role offers the chance to guide and mentor associates while engaging in in-depth tax research. With a strong emphasis on work-life balance and a collaborative culture, the firm values diversity and is dedicated to the professional growth of its employees. Compensation ranges from $110,000 to $124,000 per year based on qualifications. #J-18808-Ljbffr Proven Recruiting
- ...for a Senior Family Wealth Strategist who will... ...expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal... ...years' experience in tax and estate planning... ...Responsibilities include leading client engagements,... ...for hybrid or remote work arrangements....Remote jobHigh net worth
- ...Job Description Tax Manager / Senior Manager (... ...Focus) Fully Remote (U.S.) | Travel to... ...are expanding their HNW and UHNW individual tax practice... ...manager who can lead complex 1040 work,... ...work and related planning. • Culture... ...• Coordinate with wealth managers, attorneys...Remote workHigh net worthLive inWork at officeFlexible hours
$130k - $220k
Tax Manager (UHNW) $130,000 - $220,000 per year | Phoenix, AZ |... ...can be considered fully remote if residing in MST time... ...tax services including wealth transfer, charitable and retirement planning, and tax compliance. Manage... ...for UHNW and HNW clients; most recent years...Remote workHigh net worthPermanent employmentLocal areaWork from homeFlexible hours2 days per week- ...Job Description Tax Manager – High Net Worth... ...: Hybrid or Remote Compensation:... ...high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family... ...sophisticated tax planning and compliance... ...tax matters Lead tax engagements... ...tax minimization, wealth transfer, estate...Remote workHigh net worthWork at officeFlexible hours
- A leading tax advisory firm in California is seeking an experienced Tax Manager to support individual clients in wealth transition strategies. You will prepare complex tax returns and provide tax planning services while developing client relationships. The ideal candidate...Remote jobHigh net worth
$140k - $180k
A prominent organization in California seeks a Tax Manager to join their high-net-worth tax practice. In this role, you will prepare complex tax returns, advise clients on wealth transition plans, and manage client relationships. Ideal candidates should possess a Bachelor...Remote jobHigh net worth$110k - $124k
Tax Manager - Remote Opportunity (West Coast) Rare opportunity: join a highly respected wealth management firm that is rapidly expanding!... ...serving high-net-worth (HNW) and/or ultra-high-net-worth (UHNW) individuals and... ...to support proactive planning and informed decision...Remote workHigh net worthWork at officeLocal area$97.75k - $115k
...Associate Wealth Advisor, UHNW (Boulder, CO) Boulder Why Work at Mercer Advisors... ...by integrating financial planning, investment management, business management, tax, estate, insurance, and more,... ...schedule with a combination of remote and office work in a professional...Remote workHigh net worthTemporary workWork at officeMonday to FridayFlexible hours$85k - $145k
...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with families... ...– which integrates financial planning, investment management, tax and estate planning, insurance,... ...Hybrid schedule with a combination of remote and office work in a professional...Remote workHigh net worthTemporary workWork at officeMonday to Friday$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...High net worth$120k - $145k
...for 30 years by integrating financial planning, investment management, tax, estate, insurance, and more under... ...families nationwide with a flexible, remote-friendly structure and no formal... ...Tax team. You will work closely with wealth advisors to deliver high-quality tax...Remote workHigh net worthTemporary workFlexible hours$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role... ...clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a...High net worthFull time$125k - $200k
Corient Capital Partners in New York seeks a seasoned wealth planning expert to support high-net and ultra-high-net-worth clients. The role requires deep expertise in financial planning, estate, and tax strategies to guide families with significant assets. The ideal candidate...High net worth$110k - $140k
...Description Job Description RARE OPPORTUNITY: 100% REMOTE TAX MANAGER (REVIEW, PLANNING, ADVISORY ONLY) Let’s be honest, most Tax Manager roles... ...You will: Review complex business tax returns and HNW/UHNW individual returns for accuracy and quality Review tax...Remote workHigh net worth$105k - $180k
...States Work Arrangement: Remote, Hybrid, or In-office... ...Life A typical day as a Wealth Transition Services Tax Manager might include the... ...consulting on the estate planning process to create plans based... ...topics. You are able to lead and coordinate large estate...Remote workHigh net worthWork at officeLocal areaVisa sponsorship- ...Wealth Advisor, Ultra High Net Worth Remote - Miami, FL Company Description... ...wealth management experience.... ...high-net-worth (UHNW) clients. You'll... ...sophisticated planning strategies rather... ...estate planning, tax optimization strategies... ...serving HNW/UHNW clients in...Remote workHigh net worthWork at office
$170k - $210k
...by integrating financial planning, investment management, business management, tax, estate, insurance, and... ...methodology here. Regis UHNW Team: Our Regis Group... ...and challenges. Regis Wealth Advisors work hand-in-... ...with a combination of remote and office work in a professional...Remote workHigh net worthTemporary workWork at officeLocal areaMonday to FridayFlexible hours$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...management, advanced tax planning, and multi‑generational... ..., you will serve as the lead strategist on... ...benefits Direct impact on HNW/UHNW client strategy at a nationally...Remote jobHigh net worthFull timeWork at officeFlexible hours- ...hiring experienced Wealth Transfer... ...understanding estate planning, intergenerational... ...trust structures, and tax-efficient asset transitions... ...advising HNW/UHNW clients with the ability... ...in wealth management, private banking,... ...Collaborate with leading AI researchers and...Remote workHigh net worthHourly payPart timeWork at office10 hours per week
$136.8k - $198.38k
...Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Our vision for... ...Specialist. While not a people management position, this role will... ...client onboarding, financial planning, and investor education.... ...planning, income optimization, tax-advantaged savings...Remote workHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaFlexible hours$125.4k - $181.88k
...The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...While not a people management position, this role... ...onboarding, financial planning, and investor education... ...optimization, tax-advantaged savings strategies... ...local law. ***For remote and hybrid positions...Remote workHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours$80 - $120 per hour
...hiring experienced Wealth Transfer... ...understanding estate planning, intergenerational... ...trust structures, and tax-efficient asset transitions... ...advising HNW/UHNW clients with the ability... ...in wealth management, private banking,... ...Collaborate with leading AI researchers and...Remote jobHigh net worthHourly payPart timeWork at office10 hours per week$125.4k - $181.88k
...Overview The Senior Private Wealth Advisor, Practice Lead at Empower is... ...onboarding, financial planning, and investor education. Manage relationships via phone... ..., income optimization, tax‑advantaged savings, and... ...applicable state or local law. Remote / Hybrid Note For...Remote workHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork visa- Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional... ...and evaluates HNW referrals, prepares... ...: To help build and lead a new centralized HNW... ...relationship navigator between wealth advisors, firm... ...high‑net‑worth 1040 planning affecting estate and...Remote workHigh net worthFull timeWork at officeImmediate start
$114k - $165.3k
...Will Do Serve as the lead advisor within a... ...team comprising a Wealth Advisor and a... ...onboarding, financial planning, and investor education... ...relationship management via phone, email,... ...income optimization, tax‑advantaged savings... ...client retention. Remote and Hybrid...Remote workHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeFlexible hours- Tax Manager - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra... ...a new strategic, firmwide HNW program by serving as the liaison between wealth advisors and CRI’s tax teams... ...recommendations. Oversee planning, organizing, and coordinating...Remote workHigh net worthFull timeWork at officeImmediate start
- ...Job Description Job Description Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (Firm HQ) — Open... ...partnerships, and S-corps Provide proactive tax planning and wealth transfer strategies Manage and mentor staff,...Remote workHigh net worthFull time
$120k - $160k
...looking for a high caliber Tax Manager. This regionally... ...amazing clients on tax planning and advisory services... ...CPA, advisory, finance, wealth planning accounting firm... ..., S-Corp, individual, HNW, and complex entity arrangements... ...time ~ Hybrid and remote options can be...Remote workHigh net worthFull time$145k - $160k
...Tax Manager | DB Tax & Accounting (DBTA) Who... ...worth and emerging-wealth individuals—including... ...Tax Manager to lead complex tax engagements... ...advisor to our UHNW clients. In... ...Deliver strategic tax planning—not just... ...holidays ~ Hybrid/remote flexibility ~ Medical...Remote workHigh net worthFor contractorsWork at office$120k - $200k
...Firm is looking to add a Tax Manager to their growing team!... ...in high-net-worth (HNW) client advisory? A leading, well-funded wealth management firm is looking... ...to work on complex tax planning strategies for affluent... ...annual bonus Flexible on remote if MST/PST time zone (...Remote jobHigh net worthLocal areaFlexible hours
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