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
- ...SimpleWEALTH is a growing private wealth advisory firm, based in... ...City, NY, built for advisors who want to serve sophisticated clients across the full spectrum... ...investment management, tax-aware planning, estate and... ...efficient exit structuring, trust and estate strategies,...PrivateTaxHigh net worthWork at officeImmediate start
$88k - $123.74k
Baker Tilly Advisory Group, LP in Uniondale, NY, is seeking an experienced Tax Senior Associate. This role offers the opportunity to advise private wealth clients on federal tax compliance and consulting services. Candidates should have a Bachelor's degree, two years of...SeniorPrivateTaxFlexible hours$88k - $123.74k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...Tilly (BT) as a Tax Senior Associate! This is... ...a valued business advisor delivering industry... ...compliance services to private wealth clients. As one of... ...see yourself as a trusted business advisor,...SeniorPrivateTaxHigh net worthLocal areaWorldwide$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$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
...Description Our client is a growing super... ...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- 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$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst based in Hewlett, New York. The role involves identifying and nurturing client relationships, anticipating financial needs, and providing tailored solutions to affluent customers. The ideal candidate...SeniorHigh net worthFull time$97k - $127k
...while enabling them to preserve their wealth for future generations, and provide... ...Overview: Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their... ...including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise...TaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours- 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
$24 - $37.75 per hour
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...net worth individuals within our Private Wealth Tax Practice and is expected to be... ...team, clients and third-party client advisors Work with clients to help them...PrivateTaxHigh net worthFull timePrivate practiceLocal areaWorldwide$91.22k - $172.95k
...Tax Manager Join Baker Tilly as a Tax Manager... ...opportunity to be a valued advisor delivering tax and... ...to small business clients. You will work side-by... ...can see yourself as a trusted business advisor, working... ...following: Real estate Private wealth, ultra high net worth,...PrivateTaxHigh net worthLocal area$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader... ...coverage. Additionally, the advisor would be responsible for maintaining... ...to become their trusted advisor and primary point of... ...experience; preferably working with HNW/Private clientele. ~ Property...PrivateHigh net worthWork at officeImmediate startFlexible hours- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse... ...holds necessary licenses, emphasizing integrity and client trust. This position champions the use of innovative digital tools...
- 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
- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...-state tax returns for individuals, trusts, estates, non-profit organizations, and... ...information via phone or email directly to clients Research Federal, state, and cross-...SeniorTaxHigh net worthWork at office
$190k - $300k
...Faltischek, P.C., based in Uniondale, New York, is in search of a Trusts & Estates Attorney with a minimum of 10 years' experience in... ...estate planning and trust administration while advising clients on tax matters. This position offers a competitive salary range of $1...SeniorTax- ...Our client is hiring a Senior Tax Preparer to join their dynamic group of tax professionals. This selected candidate is influential in the process... ...necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding...SeniorTaxHigh net worthWork at office
- Citi in Hewlett, New York, is looking for a Sr. Analyst to manage relationships with affluent clients. Successful candidates will leverage strong analytical and communication skills to provide tailored financial solutions. The position requires 5-8 years of experience,...Senior
$142.7k - $214.03k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Tilly (BT) as a Tax Senior Manager! This is a great... ...to be a valued business advisor delivering industry-focused... ...serveYou can see yourself as a trusted business advisor, working...SeniorTaxHigh net worthLocal areaWorldwide$66.36k
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Wantagh, NY, to provide comprehensive financial planning and investment solutions to clients. This role demands at least 2 years of financial advisory experience to cultivate strong client relationships....Private$100k - $145k
...Based on Experience. Tax Senior - Public Accounting $10... ...Team! Hybrid Schedule + HNW / Generalist Tax Work A... ...experience serving a diverse client base. With offices in... ...net-worth individuals, privately held businesses, and... ...C-Corporations (1120) Trusts & Estates (1041)...SeniorTaxHigh net worthPermanent employmentWork at officeLocal area- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Long Beach, NY. This role provides client service and supports Private Client Advisors within Wealth Management by processing requests, resolving issues, and facilitating operational tasks. The ideal...
- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...
$116.2k - $212.9k
...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management... ...financial institutions are trusted and flourish, and... ...team! EY’s FSO tax practice provides... ...of hedge fund, private equity fund and mutual... ...to the partner or senior manager – and...PrivateTaxWork experience placementSummer holidayLocal areaFlexible hours- ...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
- Australia-Employment in Jericho, New York is looking for a Tax Senior to join their team. The role involves preparing and reviewing various tax returns, with a focus on high-net-worth clients. Offering a hybrid work schedule, the firm emphasizes a collaborative environment...SeniorTaxHigh net worth
- ...Meadow, New York, is seeking a Financial Advisor to provide comprehensive financial planning... ...leverage your experience in servicing clients, while enhancing their financial strategies... ...necessary licenses. You will support TD Wealth’s mission through strong relationship building...
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