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
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$76k - $125.3k
...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...institutions are trusted and flourish, and... ...providing dedicated tax technical... ...of hedge fund, private equity fund and... ...responsibilities A senior analyst in FSO... ...as a trusted advisor to maintain and...SeniorPrivateTaxSummer holidayWork at officeLocal areaFlexible hours$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$132.1k - $301.6k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...dynamic FSO team! Private Tax is a growing... ...acumen. As a Senior Manager in Private... ...develop into a trusted advisor to clients. You will...SeniorPrivateTaxHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its... ...with both UHNW & HNW clients. Must have... ...experience in the wealth management industry...SeniorPrivateHigh net worth$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- 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
$24 - $37.75 per hour
Baker Tilly US in Uniondale, NY, is seeking an Accounting Specialist responsible for managing high net worth clients within our Private Wealth Tax Practice. Candidates are expected to provide exceptional client service while managing multiple tasks and deadlines. The ideal...TaxHigh net worthHourly payPrivate practice$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. The role requires managing... ..., clients, and third‑party client advisors. Assist clients in navigating...PrivateTaxHigh net worthPrivate practiceLocal area$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$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$103.6k - $189.7k
...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...institutions are trusted and flourish, and... ...providing dedicated tax technical... ...of hedge fund, private equity fund and... ...relationship matters to senior management and... ...as a trusted advisor to maintain and...PrivateTaxSummer holidayWork at officeLocal areaFlexible 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
$60k - $85k
...coast to coast, B. Riley Wealth is a leading private wealth and investment... ..., non-profits, trusts, foundations, and endowments... ...B. Riley Wealth Advisors; insurance products,... ...Insurance Corporation; and tax preparation and... ...returns, conducting client interviews, and providing...PrivateTaxFull timeWork at office£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$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Management Sr. Analyst in New York, responsible for managing relationships with affluent clients and providing tailored financial solutions. This role requires a minimum of 5-8 years of experience and a strong background in financial...SeniorHigh net worth$80k - $120k
...Our client, a family office in Great... ...NY is seeking a Senior Accountant to join... ...for a private family office.... ...coordinating with outside advisors, and supporting... ...-touch private wealth environment.... ...leadership, tax advisors, banks... ...office entities, trusts, LLCs, partnerships...SeniorPrivateTaxWork at office- 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...
- ...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$89k - $100k
...We work with 13 of the world's top-15 private equity firms. Our services... ...different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through... ...the guidance and direction from the Tax Director. You will be providing the...SeniorPrivateTaxWork at officeLocal areaWorldwide- 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...SeniorRemote jobFull time
$100k - $145k
Tax Senior - Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work Salary: $100,000 -... ...experience serving a diverse client base. With offices... ...-worth individuals, privately held businesses, and... ...(1120), and Trusts & Estates (1041). Analyze...SeniorTaxHigh net worthWork at officeLocal area$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... ...You can see yourself as a trusted business advisor, working...SeniorTaxHigh net worthLocal areaWorldwide- 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...
$24.73 - $25 per hour
...Senior Financial Counselor Location: Garden City| Schedule: Part-Time, 21 hours per week|... ...default, consumer debt, budgeting, property tax preparation and income tax preparation (... ...statistics and create intake assessments for every client. Assist client with completing...SeniorTaxPart time- JPMorganChase is looking for a Private Client Investment Associate in East Meadow, NY, to support financial Advisors and manage client relationships. The role involves operational marketing, client service, and ensuring compliance with regulatory requirements. The ideal...
$225k - $275k
...matters for Blackstone Real Estate Income Trust (BREIT), an industry‑leading public,... ...cross‑functionally across Private Wealth and other Blackstone business units,... ...Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs, and other groups in...PrivateTaxLocal area
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