Senior Wealth Advisor - Estate & Tax Planning (CFP)
$100k - $250kEmpirical Wealth Management
A growing financial services firm is seeking experienced Financial Advisors in Fort Worth, Texas. This role focuses on onboarding and servicing high-net-worth clients. Candidates should have 7+ years of relevant experience, a four-year degree, and a CFP designation. Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a salary range of $100,000 – $250,000 and full benefits paid by the company. #J-18808-Ljbffr Empirical Wealth Management
- ...firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with... ...environment. Candidates must have a four-year degree and CFP designation, coupled with 7+ years in financial planning. This role offers competitive pay with significant...SeniorTax
- ...Senior Wealth Advisor Apply ( locations Charlotte, NC Dallas... ...Certified Financial Planner (CFP®) with a passion for... ...success by providing financial planning solutions using our time-... ...to investment advice, tax strategies, legacy & estate planning, philanthropic...SeniorTaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal area- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...We bring together holistic financial planning, access to institutional quality investments... ...planning experience preferred ~ CFP®, CFA, or other professional designations...Senior
$77.33k - $157.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State... ...taxStrong knowledge of the development, planning, and execution related to property taxKPMG...SeniorTaxWork experience placementLocal area$78.68k - $160.75k
...federal partnership tax experience to a... ...enabled solutions. As a Senior, Tax Services in... ...brings together tax planning, marketplace insight... ...equity, real estate, technology, healthcare... ...Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced...SeniorTaxWork at officeLocal areaVisa sponsorship2 days per week3 days per week- ...company, is a full-service real estate developer, investor and advisor, focused on developing... ...seeking a SeniorProperty Tax Analyst to join its... ..., collaborative team, the Senior Property Tax Analyst will... ...prepare analyses to support tax planning, budgeting, and reporting...SeniorTaxFull timeWork at office
- ...Who We Are JPS Health Network is a $950 million, tax-supported healthcare system in North Texas. Licensed... ...and Manager - Information Security Operations, the Senior Information Security Analyst assists with the planning, implementation, and maintenance of the District’s...SeniorTaxDay shift
- ...Senior Tax ManagerFort Worth, Texas, United StatesAbout the JobSenior... ...internal teams, and external advisors and work effectively in a dynamic... ..., private debt, and real estate investments.Work closely with... ...income tax issues and related tax planning.Work with clients' various...SeniorTax
$90k - $100k
...range from Professional Services, Real Estate, Non-Profit, Financial Services, Construction... ..., we are actively seeking to add a Tax Senior to the team! In return, we offer a great... ...technical memorandums.-Assist with tax planning strategies and consulting engagements.-Communicate...SeniorTaxLocal area- ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Expert, you will serve as a trusted advisor, empowering customers to achieve positive... ...maximize refunds, and provide future tax planning advice. \n Utilize resources such as...SeniorTaxLocal area
$100k - $250k
...driven, and focused Financial Advisors to join our fast-growing... ...be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include... ...a four-year degree and the CFP designation 7+ years in financial...Tax- Hillwood, a Perot company, is seeking a Senior Property Tax Analyst to join its Property Tax team in Fort Worth, Texas. Reporting to the Director... ...property tax activities across a diverse portfolio of real estate and business personal property assets owned and/or managed...SeniorTax
$1,000 per month
...an integrated financial planning practice from the... ...as the Series 6 & 63 or CFP®. Get inspired at local... ...Financial Representative or Advisor role upon graduation.... ...time student; juniors and seniors preferred... ...contractors for income tax purposes, and a "statutory...TaxFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals through financial planning. On your path to becoming... ...3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...TaxFull timeContract workFor contractorsWork at office- ...delivery, maintain compliance, and leverage extensive wealth management experience. Responsibilities include... ...0 years in financial services and strong interpersonal skills, as well as familiarity with financial planning software. #J-18808-Ljbffr Exencial Wealth AdvisorsSenior
- EisnerAmper LLP is hiring a Tax Senior Associate to join the Private Client Services (PCS) team in Wisconsin. This role involves tax compliance, planning, and consulting with a strong focus on client communication and team integration. The ideal candidate has a Bachelor...SeniorTax
$60k - $100k
...Audit Senior A well-respected CPA firm in the area is looking to add an Audit Senior... ...clients valuable knowledge and expertise in tax and audit work. Due to the recent growth... ...Audit research, audit projections, and audit planning. Tax research, tax projections, and...SeniorTaxFull timeLocal areaRemote work$100k
...Coordinator in Dallas, TX, to support its Corporate and Advanced Tax Strategies practice groups. This role involves providing... ...managing case files, and assisting with corporate governance and estate planning matters. The ideal candidate should have prior experience in legal...SeniorTax$180k
New Gig Solutions is seeking a seasoned transactional tax attorney for their tax planning team in Bedford, Texas. The role involves structuring complex tax deals, advising clients, and leading a small team. The ideal candidate has significant experience in tax structuring...SeniorTax$100k - $110k
...with financial planning process, tools,... ...credentialing preferred (CFP, ChFC, CPA-FPS,... ...with Advisors to deliver comprehensive... ...strategies and tax implications... ...-term care and estate planning Model... ...preparation Seniority level Seniority... ...00 2 weeks ago Wealth Advisors...TaxFull timeInternship- ...and Who We ServeWe offer Tax, Audit, Advisory, and... ...: Private Equity, Real Estate & Hospitality, Media &... ...This role is ideal for senior manager and principal level... ..., year-round tax planning and strategic consulting... ..., including estate and wealth transfer planningRepresent...SeniorTaxFull timeWork at officeLocal areaRemote work
- ...range from Professional Services, Real Estate, Non-Profit, Financial Services, Construction... .... We are seeking an experienced Senior Tax Manager to join our team. This is an opportunity... ...on income tax issues and related tax planning -Oversee planning and scheduling of...SeniorTaxWork at officeFlexible hours
- ...clients and 20,000 financial advisors across the U.S. and Canada,... ...advance personalized financial plans aligned with client goals... ...services, investment advisory or wealth management ~ CFP® (Certified Financial... ...a 401k retirement plan, and tax-advantaged accounts: health...TaxFull timeTemporary workFlexible hours
- ...Job Description As a Tax senior at this firm, you will play a crucial role in overseeing our clients' tax matters. You will be responsible... ...compliance with current tax laws. Provide strategic tax planning and consulting to clients. Research and interpret complex...SeniorTaxLocal area
- ...reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services... ...You Will be Responsible For Coordinate, plan, and supervise multiple engagements which... ...tax returns for individuals, trust/estates, and or entities. Preferred/Desired Qualifications...SeniorTaxLocal area
$70k - $80k
...Tax Senior We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management services... ...on a variety of tax compliance projects, tax research and planning matters for the firm's business clients. With our...SeniorTaxWork at officeImmediate start- ...accounting firm located in downtown Fort Worth, is seeking a Tax Senior to join their team. This role offers an exciting opportunity to... ...work on a variety of tax compliance projects, tax research, and planning matters for business clients in a technologically progressive...SeniorTax
- ...the Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships... ...clients. As a senior member of the service... ..., and regulatory or tax changes, while... ...trust administration, estate administration, estate planning, or related fields.Working...SeniorTaxFull timeWork experience placementFlexible hours
$124k - $335k
...SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement... ...and guidance to clients on tax planning, compliance, and strategy. These... ....Growing as a strategic advisor, you leverage your influence,... ...solve our clients' needs. As a Senior Manager you are expected to lead...SeniorTaxFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Estate & Tax Planning (CFP). Be the first to apply!
- financial advisor Fort Worth, TX
- financial associate Fort Worth, TX
- estate planning consultant Fort Worth, TX
- associate leveraged finance Fort Worth, TX
- financial advisor associate Fort Worth, TX
- financial planning associate Fort Worth, TX
- financial planning assistant Fort Worth, TX
- finance associate Fort Worth, TX
- financial counselor Fort Worth, TX
- financial planning administrator Fort Worth, TX


