Senior Tax Advisor — Grow Client Wealth Year‑Round
H&R Block
H&R Block, Inc. is seeking a Tax Advisor in Hoboken, NJ to inspire clients to make informed financial decisions. The role involves building client relationships, providing year-round tax preparation and planning, and offering IRS support. Candidates must have a minimum of 5 years of tax experience, including individual tax returns. Preferred qualifications include CPA or Enrolled Agent certification and experience with business tax returns. This position offers competitive pay and comprehensive benefits. #J-18808-Ljbffr H&R Block, Inc.
- H&R Block in New York is looking for a Tax Advisor to provide tax preparation and planning throughout the year. In this role, you will establish strong client relationships and support clients with diverse tax needs while enjoying comprehensive training and education. Ideal...SeniorFlexible hours
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$77k - $214k
...Sector Asset and Wealth Management... ...Specialism Industry Tax Practice Management Level Senior Associate Job Description... ...and guidance to clients on tax planning,... ..., you are growing your personal brand... ...in Accounting - 2 years of experience - Job...SeniorH1b$100k - $110k
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TIAA is seeking a Wealth Management Advisor in New York to develop a robust wealth management practice by managing and deepening relationships with high-net-worth clients. This role requires 5+ years of experience, strong knowledge of financial planning, and exceptional...Senior$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance... ...should have a Bachelor's degree, 5-8 years of experience in financial services, and strong...Senior$100k - $110k
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- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients... .... Ideal candidates will have 5-8 years of financial advisory experience, strong...Senior
$70k
...financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring... ...requirements. Candidates should have 5-8 years of relevant experience, strong analytical and communication...Senior$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$120k - $140k
...outstanding fit on our wealth management team. Primary... ...Responsibilities As a Senior Associate in our New... ...business and fiduciary income tax returns including multi... ...services for multiple clients - this includes direct... ..., CFP desirable 5 - 7 years of High Net Worth tax...SeniorWork at officeLocal areaFlexible hours$120k - $140k
Senior Tax Associate - High Net Worth Clients & Family Office Services $120,000 - $140,000 per year | New York, NY | On-Site | Permanent Flexible Hybrid... ...and become a trusted advisor to high-net-worth individuals... ...is a leading independent wealth management and family...SeniorPermanent employmentFor contractorsWork at officeLocal areaFlexible hours- ...skilled service delivery manager for their Wealth Management division. This vital role... ...leading the service delivery model to enhance client experiences and drive business growth.... ...with industry regulations. A minimum of 5 years in a similar role with required licenses...Senior
- ...Financial Services Tax Practice Senior Manager A... ...opportunity to help our clients meet their tax... ...of the Asset and Wealth Management team... ...expected to join a growing team with the top... ...as a strategic advisor, leveraging specialized... ...Accounting ~5 years of experience ~...SeniorLocal areaOverseas
- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry. The role... ...ensure exceptional client experiences, collaborating with Wealth Managers, and addressing enterprise risks. Candidates...Senior
$80k - $90k
...top-ranked accounting, tax, and advisory firm with... ...delivering real value to our clients. Our mission is to... ...to help our team members grow their careers while maintaining... ...place for you! The Senior Tax Associate will... ...preferred. * MST a plus. * 3+ years of progressive tax...SeniorFull timeLocal areaFlexible hours3 days per week$80k - $95k
TIAA is seeking a Wealth Advisor in New York, NY, to partner with clients in achieving their financial goals. The candidate will customize financial strategies... ...through referrals. Preferred qualifications include 5+ years in financial services and relevant FINRA...- Citi is seeking a Wealth Solutions Advisor SAFE Act to guide clients through investment and banking services effectively. In this hybrid role, you will enhance... ...tailored solutions. Ideal candidates will have 2-5 years of experience in the financial services sector, excellent...
- ...professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing... ...business development, client communication, and tax return review. Candidates should have over 6 years of relevant experience and strong technical...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor...Senior
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