Senior Tax Advisor to UHNW Clients
The Agency , Inc.
The Agency in San Francisco seeks an experienced Senior Tax Manager to oversee the full lifecycle of complex tax engagements for an exclusive UHNW client base. You will lead planning, preparation, review, and filing, while advising clients on tailored strategies aligned with their financial goals.
Ideal candidates bring deep technical tax knowledge, strong client relationships, and a track record of mentoring staff, shaping client strategy, and contributing to the firm’s growth and leadership.
#J-18808-Ljbffr$110k - $140k
...across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources... ...wealth management accounting environment catering to UHNW individuals Experience with data conversions,...SeniorWork at officeLocal areaImmediate startFlexible hours$67.88k - $128.69k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...joining Baker Tilly (BT) as a Tax Senior Associate in Private Wealth/Private... ...to be a valued business advisor delivering industry-focused tax advisory...SeniorLocal areaWorldwide$67.88k - $128.69k
...Tax Senior Associate in Private Wealth/Private Client Services Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting... ...This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...SeniorLocal area$77.4k - $100k
...Tax Senior Associate In Private Wealth Moss Adams and Baker Tilly are now in their second... ...opportunity to be a valued business advisor delivering industry-focused tax advisory... ...done and meaningful relationships with clients, teammates and leadership who truly care...SeniorLocal area$160k - $225k
...and send me your resume directly!💰 Tax Manager / Senior Manager / Director “Flexible on title... ...Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't... ...familiesCollaborate with attorneys, wealth advisors, and investment professionals on...SuggestedRemote workFlexible hours- ...Baker Tilly is seeking a Tax Senior Associate to join our Northern California private wealth tax practice, based in the San Francisco... ...collaborate with partners and colleagues to serve mid-market clients, develop technical skills, and contribute to a collaborative,...SeniorPrivate practice
- ...PwC Private is seeking a Senior Manager to lead large projects and innovate processes for operational excellence. You will interact with clients at a senior level and leverage your network to deliver quality results. The role focuses on applying strategic advising and...Senior
- ...Corient seeks an experienced Senior Financial Planner to act as the planning expert for the firm\'s most complex UHNW clients. You will design tax, estate, and wealth transfer strategies... ...will collaborate closely with Wealth Advisors, support business development, and...Senior
$125k - $200k
...succeed and the autonomy to reach your goals. We are seeking a technical tax professional to join our growing Real Estate Tax practice. This role will serve as a technical resource to partners and client service teams, providing guidance on complex real estate tax matters,...SeniorFull timeWork at officeLocal area- ...Jobot in San Francisco/San Jose area is seeking a Senior Tax Manager with 7+ years in public accounting serving ultra-high-net-worth clients. The role emphasizes complex tax work, client communication, and leadership within a collaborative team. Location is hybrid with...SeniorRemote work
- ...A leading tax advisory firm in San Francisco is seeking an Experienced Manager for Core Tax Services. This role focuses on advising clients regarding tax implications, ensuring compliance and tax efficiency, and managing client relationships. Candidates should have 6+...Senior
- ...Morgan Stanley Private Bank, NA is seeking a Senior Ultra High Net Worth Sales Specialist to... ...with Private Bankers and Financial Advisors, driving growth in UHNW lending and deposit solutions. The role involves profiling client bases, developing business plans, and guiding...Senior
$180k - $230k
...Accounting Firm that is dedicated to bringing our clients much needed services not offered at most... ...for. Our services do include traditional Tax, Auditing, and Advisory. Why join us... ...and growing tax practice is looking for Senior Tax Managers with 7+ years of experience...SeniorLocal areaRemote work3 days per week$172k - $227k
...Tax DirectorBPM – where caring and community is in our company DNA... ...Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals,... ...client.Develop and motivate tax seniors and associates by reviewing their...Summer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee...SeniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal tax... ...not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally...SeniorFull timeWork at officeLocal area$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services...SeniorLocal area$310k - $390k
...****@*****.***: McKenzie seeks a Mid to Senior-Level Tax Associate for its Transactional Tax practice. The desired... ...and resume with your application.Baker McKenzie empowers clients to compete in the global economy. We provide comprehensive and...SeniorPart timeWork at officeLocal areaWorldwide$77k - $214k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing...SeniorFull timeH1b$81.13k - $164.57k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Tax Senior Associate - Exempt Organizations to join...SeniorLocal area$77k - $214k
...advisory needs such as audit, tax compliance, and planning to help... .... Our team helps our clients design and implement personal... ...careers, now and in the future.As a Senior Associate, you'll work as part... ...expected to lead the way as tax advisors dedicated to innovation, providing...SeniorFull timeH1b$77k - $214k
...EPB) - GeneralManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions within our Tax practice...SeniorFull timeH1b- ...Baker Tilly is seeking a Tax Senior Associate in Private Wealth for the NorCal region. You will deliver tax advisory and compliance services... ...individuals and flow-through entities, work with partners and clients to craft strategies, and participate in firm-wide learning and...SeniorFlexible hours
- ...Senior Tax AccountantRegional Bay Area CPA firm is looking to add a Senior Tax Accountant to their staff. Tax Senior Associates work closely... ...to provide innovative tax solutions for our sophisticated client base. Primary responsibilities include preparing complex returns...SeniorImmediate start
$110k - $150k
100% Remote - (Generalist) Tax Supervisor Opportunity w/ CPA Firm!!! Our client is an aggressively growing MidSize CPA Firm headquartered in Colorado Springs... ...making it to Partner, having promoted multiple Tax Seniors/Supervisors to Upper Management hence the reason...SeniorSummer workRemote work$182k - $304k
...A leading technology services provider is seeking a Senior Client Executive-Hi-Tech in San Francisco. This remote role requires extensive experience in client management and sales strategy, particularly in the Manufacturing sector. The ideal candidate will have a proven...SeniorRemote work- ...Mowat Mackie & Anderson LLP is looking for an experienced Audit Manager to serve its client base of privately-held companies and non-profit organizations. Qualified candidates should have at least 8 years of recent public accounting experience, be a licensed CPA, and...Senior
- ...Morrison Foerster in San Francisco is seeking a Client Events Manager on our Marketing team to lead end-to-end planning of a diverse events portfolio—large programs, seminars, dinners, and receptions—across offices, with budget oversight and on-site execution. You will...Senior
- ...Andersen in San Francisco is seeking a Senior Associate for our Alternative Investment Funds practice. You will work directly with management on tax planning, consulting, and compliance for complex clients, including private equity, venture capital, real estate, fund...Senior
$260k - $420k
...****@*****.***: McKenzie’s Tax Practice is a leader within our Firm and... ..., the Tax Practice is recognized by clients and industry peers for the quality tax... ...planning.Baker McKenzie seeks a Mid to Senior-Level Tax Associate for its Tax Planning...SeniorPart timeWork at officeLocal areaWorldwide
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