Senior Tax Advisor - Integrated Wealth Planning
Cerity Partners Management LLC
Cerity Partners is seeking a Tax Accountant – Senior Associate to join our collaborative wealth management team in the U.S. This role focuses on integrated tax strategies for high-net-worth clients, including estate and financial planning, not just annual returns. You will collaborate with investment, estate, and financial planning professionals to expand tax expertise across diverse client situations, with a clear path for advancement within a fast-growing firm. #J-18808-Ljbffr Cerity Partners Management LLC
$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires...Senior$110k - $140k
...Organization RWA Wealth Partners is a boutique... ...Role Overview Senior Tax Accountants are responsible... ...contact with clients, advisors, trustees, and client... ...assist with gift tax planning projections. Analyze... ...Ability to demonstrate integrity in personal and fiduciary...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b$50 per hour
...right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private... ...with CFOs and family office professionals to integrate tax considerations into broader financial...SuggestedFull timeWork at officeLocal area3 days per week$120k - $150k
...CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-based audit plan that addresses the most significant risks...SeniorFull timeRemote workShift work2 days per week$100k
...Impact. Are you a tax professional looking... ...of comprehensive wealth strategy. As one... ...Tax Accountant – Senior Associate, you’ll... ...estate, and financial planning professionals to... ...deeper expertise in integrated tax, estate, and... ...team, and financial advisors to create...SeniorTemporary workLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...the development of innovative tax planning solutions and methodologies-...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Investment Company (RIC) - Senior Manager, you will focus on providing... ...and guidance to clients on tax planning, compliance, and strategy within our...SeniorFull timeH1b- ...seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in... ...role requires 10+ years of financial planning experience and CFP® certification. You will... ...PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr...Senior
$115k - $150k
...A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate... ...areas. Responsibilities include leading financial planning, collaborating with external advisors, and implementing comprehensive strategies. This position...SeniorWork at office- Grant Thornton US is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and craft income, estate, and gift tax... ...contribute to business development while applying cutting-edge tax planning and planning software to optimize outcomes #J-18808-Ljbffr...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...as technology-enabled tax advisors who provide benefits through... ...efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b- ...Sound Decisions is seeking a Senior Tax Accountant to lead tax preparation and client consultation, handling... ...candidate will stay current on tax laws, provide planning recommendations, and coordinate with wealth advisors. A generous incentive package accompanies a flexible...SeniorFlexible hours
- TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward...Senior
$55k - $151.47k
...FinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within...SeniorFull timeH1b$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ....Growing as a strategic advisor, you leverage your influence,... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorFull timeH1bRemote work- ...Knoxville Area and beyond with accounting, tax consulting, and wealth management services. At NBZ we strive... .... We are looking for a full-time Senior Accountant to join our team.... ...RESPONSIBILITIES: Assist in tax planning and business advisory services Conduct...SeniorFull timeWork experience placementSummer workLocal areaRemote workWork from home
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...to clients on tax planning, compliance, and strategy... ...expected to lead with integrity and authenticity, articulating... ...tax technical business advisor- Familiarity with CRM...Full timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description... ...through the complexities of tax planning, compliance, and strategy, helping... ...reputation, understanding that quality, integrity, inclusion, and a commercial...Full timeH1b- A leading tax consulting firm in Boston is seeking a Tax Senior for International Tax Services. In this role, you will utilize your research skills to identify tax issues and planning opportunities for multinational clients. Responsibilities include managing international...Senior
- ...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... ...with internal specialists to deliver integrated solutions Identify and pursue new...Senior
$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ..., estate, and gift tax planning strategies for your high... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA... ...well-being through work-life integration options that work best for...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management... ...clients to the firm’s vast planning and investing expertise, in... ...and personal integrity that is beyond reproachStrong... ...managers, wealth strategists, top senior Advisors and senior management...Full timeFlexible hours- TD Wealth in Boston seeks a Wealth Strategist to deliver financial, trust and estate planning services and to identify opportunities for trustee appointments and estate settlement... ...ability to engage clients and external advisors with strong communication and #J-18808-...Senior
$110k - $120k
Senior Brand Marketing Manager, Integrated CampaignsJob Description:The Senior Brand Marketing Manager, Campaigns leads integrated marketing campaigns... ...audiences.Manage end-to-end campaign execution, including planning, timelines, stakeholder coordination, implementation,...SeniorFull timeWork at office- Pathstone is a growing wealth management firm serving ultra-high-net-worth families, offices, foundations, and endowments with a client... .... The role blends client advisory, investment implementation, planning coordination, and business development, with opportunities for...Senior
- ...law firm, seeks an experienced Trust Advisor to join its wealth management team. You will work closely... ...sophisticated trust administration, wealth planning, and estate planning support. The role... ...of trust administration, investments, taxes, and compliance. You will collaborate...Senior
- Allspring Global Investments in Boston is seeking a Sr. Trading Systems Application Strategist with deep OMS/EMS integration experience to support trading workflows and market data interfaces. The role focuses on pre-trade and post-trade compliance, working with the compliance...Senior
- ...P.C. is seeking an accomplished Wealth Planner Leader to develop comprehensive wealth plans for high net worth clients in the... ...across investments, taxes, estate, retirement, and philanthropy... ...executive presence to influence senior leaders, and superb communication...Senior
$175k - $200k
...What You’ll Do The Wealth Advisor represents Bernstein Private Wealth... ...clients to the firm’s vast planning and investing expertise, in... ...Trustworthiness and personal integrity that is beyond reproach Strong... ...managers, wealth strategists, top senior Advisors and senior...
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