Private Wealth Tax Senior: Trusted Advisor to HNW Clients
$88k - $123.74kBaker Tilly International
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting firm. Candidates with CPA or JD licenses are preferred. This position offers a competitive salary range of $88,000 to $123,740 along with a flexible work environment and opportunities for professional growth. #J-18808-Ljbffr Baker Tilly International
- A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance...PrivateTaxHigh net worthWork at office
$88k - $123.74k
Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate - Private Wealthlocations... ...assurance firm, providing clients with a genuine coast-to-... ...to be a valued business advisor delivering industry-... ...You can see yourself as a trusted business advisor, working...SeniorPrivateTaxHigh net worthLocal areaWorldwide- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing... ...will manage relationships with UHNW and HNW clients, leveraging strong networks and... ...Bachelor's degree, 7+ years of experience in wealth management, and relevant licenses are required...SeniorPrivateHigh net worth
- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing... ...wants to actively manage client relationships while helping... ...Responsibilities Serve as a trusted advisor to high-net-worth... ...portfolio construction Tax-aware planning Retirement...SeniorTaxHigh net worth
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...SeniorPrivateHigh net worthFull timeWork at office$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...SeniorPrivateHigh net worthFull timeWork at office$350k
Our client is a growing super regional full... ...bank encompassing Private Banking, Lending,... ...Branch, Brokerage, Trust, Credit, and Insurance... ...is seeking a Senior Advisor/ Banker who leads... ...with both UHNW & HNW clients. Must have... ...experience in the wealth management industry...SeniorPrivateHigh net worth$63.25k - $121.2k
...Advisory and Trusts provides sophisticated... ...advice to clients on a wide... ...topics, including wealth structuring for HNW and UHNW... ...planning; income tax planning for founders... ...to build the private bank of the... ...guidance of senior planners. Client and Advisor Support: participate...PrivateTaxHigh net worth$126.5k - $166.3k
...Tilly is a leading advisory, tax and assurance firm with a coast... ...attest services to its clients. Baker Tilly Advisory Group,... ...teammates and leadership. Be a trusted member of the team providing... ...accounting and advisory services to private wealth clients including ultra high...PrivateTaxHigh net worthWork at officeLocal area- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Senior
$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations... ...assurance firm, providing clients with a genuine coast-to-coast... ...opportunity to be a valued advisor delivering tax and business... ...You can see yourself as a trusted business advisor, working face...PrivateTaxHigh net worthWork at officeLocal areaWorldwide$97k - $127k
...Associate Wealth Advisor Join a team that values your ambition and empowers your growth... ...Wealth Advisors work with high-net worth clients and advise them in all areas of their financial... ...Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies...TaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours$135k - $148k
...Senior Director of Advancement for Planned Giving... ...gifts, bequests, trusts, gift annuities,... ...Partner with financial advisors, attorneys, and... ...giving regulations, tax law, and marketing... ...as estate planning, wealth management, or trust... ...Island’s oldest private coeducational university...SeniorPrivateTaxHigh net worthFull timeTemporary workWork experience placementRemote work2 days per week1 day per week- A leading advisory and assurance firm seeks a Senior Manager in Tax to deliver industry-focused advisory and compliance services to clients. This role offers the chance to mentor staff, manage client relationships, and engage in federal tax matters. Candidates should possess...SeniorTax
- An advisory and tax firm in Uniondale seeks a Tax Manager to provide tax compliance and advisory services to small business clients. The position requires overseeing staff, delivering exceptional client service, and managing client relationships. Candidates must possess...PrivateTax
£75k - £100k per year
...planning firm in East Anglia is seeking an experienced Financial Adviser to join their Wealth Advisory team. In this role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position offers a competitive...Senior- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...SeniorFull timeRemote work
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing... ...Knowledge of federal and state personal and trust income tax. Understanding of estate and wealth planning. Research and develop effective tax...PrivateTaxHigh net worthHourly paySeasonal workRemote work$185k
...Trusts & Estates Associate | Fully Remote – Up to $185k Location... ..., trust litigation, tax returns, and IRS audits for high... ...direct mentoring from Kevin and senior attorneys, plus biweekly Q&A sessions... ..., and tax matters for clients with estates in the $15–40 million...TaxHigh net worthRemote work$142.7k - $214.03k
Senior Manager - Tax page is loaded## Senior Manager - Taxlocations: USA NY Uniondale... ...assurance firm, providing clients with a genuine coast-to-... ...to be a valued business advisor delivering industry-focused... ...* You can see yourself as a trusted business advisor, working face...SeniorTaxHigh net worthLocal areaWorldwide- ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.... ...collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking...High net worthFull timeFlexible hours
$76k - $125.3k
...by side with a range of clients from venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...institutions are trusted and flourish, and the global... ...the United States. The Senior plays an integral role... ...investments and tax concepts. Understanding...SeniorTaxSummer holidayFlexible hours- Jobot is seeking a Tax Senior for their established CPA firm in Jericho, NY. This opportunity... ...the chance to work with high-net-worth clients on various tax engagements. The role... ...public accounting experience, exposure to trusts & estates, and are pursuing a CPA license...SeniorTaxHigh net worth
- Une institution bancaire réputée recherche un gestionnaire de relations pour ses clients de TD Wealth à Oceanside, NY. Le candidat idéal gérera et développera un portefeuille de clients dans le domaine de la gestion de patrimoine. Les responsabilités incluent l'analyse...
- Kforce has a client in Garden City, New York (NY) that is seeking to hire a remote Tax Manager. Summary: This is a company with very competitive... ...experience working with ultra HNW individuals. This Tax Manager... ...a High Net Worth, Foundation, Trust, and Estate concentration * Tax...TaxHigh net worthLive inRemote work
- Senior Auditor - Jericho, NY CPA Firm Trusting relationships, impeccable service, smart people who care. The simple... ...directly with innovative, sophisticated clients and colleagues in financial... ...Responsibilities Work with Mid-Sized Private Companies in multiple industries,...SeniorPrivateHigh net worthImmediate start
- ...Schwab is seeking a Financial Consultant Partner (FCP) to support Sr. Financial Consultants and their affluent wealth management practice. You will deepen client relationships and uncover business development opportunities while providing exceptional service and advice....
$61k - $119k
...Financial Advisor Opportunity Becoming a financial... ...where you can help your clients achieve their goals through... ...& Advisory Services Trust Services Retirement... ...contractors3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company (...TaxFull timeContract workFor contractorsWork at office£75k - £100k per year
...recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning... ...technical knowledge across pensions, investments and tax‑efficient planning A confident relationship‑builder...Tax- ...individuals and generalist tax work. We are a well-... ...serving a diverse client base. With offices in NYC... ...net-worth individuals, privately held businesses, and organizations... ...We are seeking a Tax Senior to join our growing... ...C-Corporations (1120) Trusts & Estates (1041)...SeniorTaxHigh net worthWork at officeLocal area
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