High Net Worth Tax Principal & Leader
Baker Tilly US
Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice, serving wealthy individuals, families, and private business owners. You will oversee complex tax planning, estate and gift taxes, and valuation services, while mentoring a team of professionals. Join a firm that partners with you to deliver comprehensive strategies, including succession planning and international tax matters, with opportunities for ownership and leadership across a growing network. #J-18808-Ljbffr Baker Tilly US
$115k - $150k
...business groups.How you will add valueThe Principal Accountant, Americas Accounting will... ...Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and... ...) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits...PrincipalTaxHigh net worthWork at officeLocal area- ...Tilly is a leading advisory, tax and assurance firm, providing... ...where you will be the "go to" high net worth tax expert? Are you inspired... ...(BT) as a High Net Worth Tax Principal ! Our private wealth practice... ...JD required Experience as a leader in a public accounting firm in...PrincipalTaxHigh net worthPrivate practiceLocal areaWorldwide
$165k - $400k
CLA is seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role leads a team of tax and industry professionals to deliver tax compliance and consulting services, while actively developing new business and expanding services for...PrincipalTax- EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services (PCS) practice in a hybrid role across multiple offices. Lead tax planning and compliance for ultra-high net worth individuals and families, while driving business development and staff mentorship...TaxHigh net worthPrivate practice
- Baker Tilly US is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join the NorCal team. You will deliver tax compliance and advisory services to high net worth individuals and pass-through entities, with opportunity for leadership and career...TaxHigh net worthFlexible hours
$158.3k - $355.4k
...Embodied AI will serve as a senior technical leader responsible for defining, prototyping, and... ..., product, and hardware teams to identify high-impact opportunities, translate ambiguous... ...care Flexible Spending Accounts Pre-tax commuter and parking benefits 401(k) Savings...PrincipalTaxTemporary workFlexible hours- BPM LLP is seeking a Tax Director within BPM's Private Client Services (PCS) practice to serve as a strategic advisor for high-net-worth individuals and families, guiding sophisticated tax planning, consulting, and compliance across various tax domains. You will lead engagements...TaxHigh net worthPrivate practice
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant to help high-net-worth retirees with their retirement tax planning. The role involves conducting 25-30 pre-scheduled Zoom consultations per week, utilizing a proven consultative framework to assess prospects' needs...TaxHigh net worthRemote work$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national... ...entrepreneurial workplace culture. Our leaders truly care about the well-... .... Our goal is to balance high development with high performance... ...and planning services to high-net-worth individual clients and...TaxHigh net worthImmediate startFlexible hours- Talnt is seeking an experienced Estate & Trusts Tax Director to lead a sophisticated practice serving high net worth individuals, families, family offices, fiduciaries, and closely held businesses. This role combines technical tax compliance with practice development and...TaxHigh net worth
- Withum PC is seeking a Founders & Tech Executive Tax Supervisor to lead complex tax engagements, mentor staff, and strengthen client relationships. The role spans high-net-worth individuals, fiduciaries, and founders with strong planning and advisory responsibilities....TaxHigh net worth
- ...build donor relationships, and collaborate across campus to meet annual goals. You will manage a portfolio of high-net-worth donors, work with college leaders, and engage with volunteers to advance fundraising priorities. #J-18808-Ljbffr The California State UniversityHigh net worth
- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ..., communities, and each other.CLA is currently seeking a Tax Principal or Signing Director to join one of our Northern California...PrincipalTaxFull time
- ...A bit about us: Join a highly respected advisory firm that has spent decades helping a diverse client base navigate complex tax, accounting, and business challenges through a... ...passthrough entities and their associated high net worth owners. 6. Strong interpersonal and...TaxHigh net worthLocal area
- We are seeking an experienced Estate & Trusts Tax Director to lead and expand a sophisticated Estate, Gift & Trust Tax Practice serving high net worth individuals, families, family offices, fiduciaries, and closely held businesses. This leadership role combines technical...TaxHigh net worthWork at officeLocal area
- EY's Wealth Tax Advisory Practice is seeking a Manager to deliver sophisticated tax planning and compliance for high-net-worth families and private enterprises. You will mentor juniors, manage engagements, and deepen client relationships across the U.S. and globally while...TaxHigh net worth
- SACOG is seeking an experienced Transit Program Manager to lead the agency’s transit planning work within the Transportation Team, aligning with the Blueprint/MTP/SCS initiatives and state/federal programs. The role demands visionary leadership, collaboration with external...Principal
- ...-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... .... This role is designed for a motivated leader who is excited to help build and grow our... ...market while contributing to an established, high-performing team.How you’ll create impact...PrincipalTaxFull time
- PBK Architects, Inc. is seeking a Managing Principal in California to lead top-level client relations, project teams, and process execution. You will shape the regional strategy and support the firm's growth with a strong, articulate leadership presence. The role requires...Principal
- ...the primary contact to our highest income/net worth clients' portfolio with a focus on... ...Acts as the main point of contact for high net worth clients to be introduced into Wealth... ...relevant products, in connections with client's tax, legal, and estate planning professionals...TaxHigh net worth
$165k - $400k
...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ...other. CLA is currently seeking a Tax Principal or Signing Director to join one of our... ..., expand your skills, and shape you as a leader. It’s not so much about climbing a ladder...PrincipalTax$128k - $168k
...selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices,...TaxHigh net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours- Tutor Perini Corporation in Sylmar, CA is seeking a Principal IT Business Applications responsible for leading the Workday program and other enterprise applications. The role emphasizes scalable, integrated solutions across HCM and Finance and requires on-site presence....Principal
- ...ServiceFertility Assistance ProgramFour-Week Company-Paid Sabbatical Eligibility After Five Years of ServiceRyan is seeking Principal level talent in our Sales and Use Tax Consulting Practice in the western U.S. We do not have a location preference. Any major city works!The ideal...PrincipalTaxFull time
$172k - $227k
...selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and...TaxHigh net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...Tax Senior Complex passthrough business tax with excellent room for growth! Join a highly respected advisory firm that has spent decades helping a diverse client base navigate... ...entities and their associated high net worth owners. Strong interpersonal and relationship...TaxHigh net worthLocal area
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...Do Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family...TaxHigh net worthLocal areaWorldwide
- ...a comprehensive wealth management platform tailored to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal-oriented... ...service. Their services also include business management, tax strategy, insurance, and financial planning . About the Role We...TaxHigh net worthFull timeRemote work
$95k - $160k
## Founders & Tech Tax SupervisorApplyremote type: Hybridlocations: Encino, CA: Princeton... ...seasoned, well-known CPAs and industry leaders. In this position, you will take a lead... ...the preparation and review of complex high-net-worth individual, fiduciary, gift and estate...TaxHigh net worthLocal area$67.88k - $128.69k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...tax authority inquiries Team with leaders on special projects in various areas of... ...complicated tax matters in the state and local, high net worth, international, research and development...TaxHigh net worthLocal areaWorldwide
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