Senior HNW Tax Principal Private Family Office Advisor
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and related businesses. Candidates must have a minimum of 10 years of tax planning and consulting experience, along with a degree in accounting or law and a CPA or JD. The role includes advising on tax returns, business succession planning, and supporting team development in a collaborative environment. Excellent client service skills and a commitment to professional growth are essential. #J-18808-Ljbffr
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior HNW Tax Principal Private Family Office Advisor in San Francisco, CA vacancy
$85k - $270k
YOUR IMPACT As a Family Office Advisor, you will be instrumental in shaping the... ..., data, and design. Private Family Office The Goldman Sachs... ...CEOs, founders, private equity principals and ultra‑high net worth individuals... ...investment review, income tax preparation and planning,...Work at officePrivateTaxHigh net worthFull timeTemporary workPart time- ...THIS JOB ABOUT THIS JOB The Private Family Office provides proactive financial... ...CEOs, founders, private equity principals and ultra-high net worth... ...consolidated investment review, income tax preparation and planning,... ...clients. Our trusted Advisor teams have worked with sophisticated...Work at officePrivateTaxHigh net worthApprenticeshipWork experience placement
- ...strong communication and organizational skills, with responsibilities including client interactions, preparing financial reports, and tax returns. Ideal candidates will hold a Bachelor's degree and have 1-4 years of experience. This position offers a dynamic environment...Work at officePrivateTaxHigh net worth
$125k - $185k
BDO USA is seeking a Tax Experienced Manager for Private Client & Family Office Services in San Francisco. This role involves overseeing finance and accounting engagements, developing business strategies, and ensuring client satisfaction. Candidates should hold a Bachelor...Work at officeSeniorTaxFlexible hours- Job Overview A law firm seeks a Senior Family Law Associate to join its San Francisco, CA office. The successful candidate will have extensive experience in family law... .... Analyze complex financial documents, including tax returns and financial statements. Negotiate and...Work at officeSeniorTaxHigh net worth
- ...multiple levels: Senior Analyst,... ...multi-generational families, helping them navigate... ...Coordinating private investment activity... ..., legal, tax, and operations... ...banking, family office, or advisory Exposure to HNW/UHNW client service... ...operate as a trusted advisor alongside senior...Work at officeSeniorPrivateTaxHigh net worth
- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at officeTaxHigh net worth
$85k - $270k
Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship... ...with our Private Wealth Advisors, serving as a trusted expert... ...beyond, which may include tax and estate planning, philanthropic... ...seamlessly with senior leadership, internal experts...Work at officePrivateTaxHigh net worthFull timeTemporary workPart time- .../ Partner Group – Private Client Global Law... ...successful individuals and families, establishing... ...and families. With offices across the U.S.,... ...Wealth structuring, tax and estate planning... ...Clients include senior executives, entrepreneurs... ...net worth" OR "HNW" OR "UHNW" OR "private...Work at officePrivateTaxHigh net worthPrivate practiceWorldwide3 days per week
Lighthouse Legal Search
San Francisco, CA4 days ago - ...Family Office Advisory Senior Analyst New York, NY or San Francisco, CA Salary: 130,000 - 1... ...investment support, insurance, legal, tax, estate planning, and broader... ...partners, including attorneys, tax advisors, insurance brokers, private banking contacts, security...Work at officeSeniorPrivateTaxHigh net worth
Russell Tobin
San Francisco, CA4 days ago $80k - $110k
...Boundless Horizons of Tax, Valuation, and Business... ...and trusted advisors. We equip you with world... ...engagements for single-family office clients. Our FOS Recruiting... ...with client principals, leadership, and HR counterparts... ..., wealth management, private investment, or related...Work at officePrivateTaxHigh net worthFull timeH1bLocal areaWork visaAndersen
San Francisco, CA3 days ago- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We... ...position offers flexibility in terms of office location, as EisnerAmper follows a... ...net worth individuals and their families, with a particular emphasis on clients...Work at officeSeniorPrivateTaxHigh net worthTemporary workPrivate practiceLocal area
EisnerAmper
San Francisco, CA3 days ago $95.4k - $180.4k
RSM US LLP in San Francisco is hiring a Family Office Advisory Manager to oversee client engagements and internal development within their... ...for business development and mentoring future family office advisors. Join RSM in a dynamic environment that supports both...Work at officeSeniorTax- ...A leading professional services firm seeks a Tax Partner to lead tax engagements and advise high net worth families. This role demands over 12 years of experience in... ...public accounting, with a focus on complex family office taxation. Ideal candidates possess a CPA or JD,...Work at officeTaxHigh net worth
RSM US LLP
San Francisco, CA2 hours ago $70k - $120k
...Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants Join to apply for the Senior... ...supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments...Work at officeSeniorPrivateHigh net worthFull timePowerToFly
San Francisco, CA2 hours ago$118.7k - $134k
...supporting individual and family clients in their... ...experience working in a family office, private wealth management,... ...in being a trusted advisor to colleagues and clients... ...~15‑20%) Partner with senior leaders to qualify... ...internet, and fitness. Pre‑tax withholding for...Work at officePrivateTaxHigh net worthFull timeLocal areaRemote workFlexible hours$85k - $160k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services,... ...their financial goals. Our advisor-led wealth management... ...beyond, which may include tax and estate planning,... ...closely with Family Office senior leadership to support special...Work at officePrivateTaxHigh net worthFull timeTemporary workPart time- ...Tax Partner - Global Family Office Enterprise page is loaded Tax Partner - Global Family Office Enterprise Apply locations Los Angeles Chicago San... ...posted on Posted 2 Days Ago Tax Partner - High Net Worth - Private Client Services locations San Francisco time type Full...Work at officeTaxHigh net worthFull timeSecond jobLocal area
RSM US LLP
San Francisco, CA3 hours ago - ...Directors in our Exclusive Family Office with the services... ...financial projections, income tax projections and... ..., vendors, and other advisors as necessary as part of... ...in-person) alongside senior advisors; assist with... ...individuals (personal, trust, privately held companies, family...Work at officeSeniorTaxHigh net worth
ASPIRIANT LLC
San Francisco, CA20 days ago $41.83 - $66.81 per hour
...PORTFOLIO MANAGER I-Private Banking Commercial Real Estate WHAT... ...high net worth individuals and family offices across a variety of product... ..., real estate schedules, and tax returns. On occasion, this... ...ability to work effectively with senior leadership and cross-...Work at officePrivateTaxHigh net worthHourly payPermanent employmentRemote workCity National Bank
San Francisco, CA5 days ago- A prominent accounting firm in San Francisco is seeking an experienced Tax Partner to lead tax engagements and provide innovative solutions for family offices and ultra high net worth families. The ideal candidate will have over 12 years of public accounting or family office...Work at officeTaxHigh net worth
$153.71k - $260.68k
...Senior Estimator - Water/Wastewater Date: Jun 2,... ...Company: Black & Veatch Family of Companies Together... ...municipal, government and private clients. Project types... ...construction, and home office costs). Ensures the... ..., AD&D insurance, pre-taxed accounts, voluntary legal...Work at officeSeniorTaxFull timePart timeWork experience placementInterim roleLocal areaRelocationHome officeVisa sponsorshipFlexible hoursBlack & Veatch
San Francisco, CA5 days ago$85k - $160k
...in San Francisco to deliver Lifestyle Services closely with Private Wealth Advisors (PWAs). This role emphasizes client relationship management... ...of relevant experience, particularly with high-net-worth families. Strong communication and analytical skills are essential....Work at officePrivateHigh net worth- BCG Attorney Search is seeking a Senior Family Law Associate for its San Francisco, CA office. The role requires a candidate with over 10 years of experience in family law, particularly with high-net-worth clients. The successful candidate will manage complex cases, draft...Work at officeSeniorHigh net worth
$133.5k - $165.25k
...multi‑entity high‑net‑worth clients and family offices. Lead all internal and external client... ...management. Partner with external advisors (tax, legal, investment managers, insurance... ...that enhances Armanino’s brand in the private‑client and family‑office community. Partner...Work at officeTaxHigh net worthLocal areaFlexible hoursArmanino Advisory LLC
San Francisco, CA2 hours ago- ...Senior Paralegal – Family Law The Senior Paralegal – Family Law provides procedural, drafting, and... ...Summarize bank statements, pay stubs, tax returns, and other financial documents... ...on-site employees: Work in a standard office environment with frequent interaction...Work at officeSeniorTaxLocal areaRemote work
Johnston Kinney & Zulaica LLP
San Francisco, CA5 days ago - A global investment firm in San Francisco seeks individuals for their Private Family Office to provide personal financial planning and investment services. Candidates must possess a Bachelor's degree and 1-4 years of work experience. Strong communication and analytical...Work at officePrivateWork experience placement
- ...Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced),... ...the backseat—you’re driving strategy on tax planning, financial planning, estate structuring... ...MM+). Whitespace to grow & access to Senior leadership & Prestigious clientele from...Work at officeTax
- ...financial services firm in San Francisco seeks a seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all facets of client service, ensuring regulatory compliance and delivering exceptional...Work at officeSeniorHigh net worth
- ...-they provide comprehensive tax, financial and consulting services... ...international, as well as private clients, entrepreneurs, and families worldwide. They are seeking an on-site Senior Tax Accountant , capable of... ...skills across Microsoft Office Suite, time and billing software...Work at officeSeniorTaxHigh net worthFull timeWorldwide
RES Consultant Group
San Francisco, CA2 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior HNW Tax Principal Private Family Office Advisor. Be the first to apply!
Related searches
- scientific advisor San Francisco, CA
- international police advisor San Francisco, CA
- innovation advisor San Francisco, CA
- medical director physician advisor San Francisco, CA
- charitable advisors San Francisco, CA
- resident advisor San Francisco, CA
- care advisor San Francisco, CA
- comfort advisor San Francisco, CA
- work from home advisor San Francisco, CA
- operations advisor San Francisco, CA