Senior Tax Associate - Private Client & UHNW Wealth
Corient
Corient in Miami offers a wealth management-focused role for a tax professional with 2–6 years of experience. You will work on fiduciary tax planning, not-for-profit compliance, and complex tax issues within a collaborative family-office setting. Qualifications include a bachelor’s in accounting, CPA preferred, and proficiency with tax software like Pro Systems, BNA, and CCH tools; MBA/MS is a plus. Excellent communication skills are essential. #J-18808-Ljbffr Corient
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Associate - Private Client & UHNW Wealth in Miami, FL vacancy
- ReKruiting Advisors LLC. seeks a VP Private Client Group Banker in Miami to maintain, grow, and substantially expand a UHNW/HNW client book. You will deliver tailored wealth management strategies, coordinating internal specialists to meet complex goals while ensuring regulatory...Private client
- ...world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional... ...concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax...SeniorPrivate clientWork experience placementWork at officeFlexible hours
- JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on wealth, balance sheets, and goals-based planning. You will work with... ...credit, and banking solutions. The role emphasizes client experience, cross-line collaboration, and...SeniorPrivate clientLocal area
$77k - $214k
...The Opportunity As an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset and wealth management, including reviewing financial data, preparing tax returns, and helping clients navigate complex tax rules...SeniorFull timeH1b$158.4k - $237.6k
Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers... ...The Wealth Advisor is a senior-level position responsible... ..., wealth planning, and private banking services to optimize...SeniorPrivate clientFull time$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior Associate The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate,... ...you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will...SeniorFull timeH1b- JPMorgan Chase & Co. seeks a senior wealth advisor to conduct comprehensive wealth planning and investment advisory for HNW/UHNW Latin American families across Argentina, Chile and... ..., banking, and fiduciary services. Lead client onboarding, manage regulatory obligations...
$70k
The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...: Build relationships with new clients with the goal of bringing in new bank and... ...--------------------- Job Family Group: Private Client Coverage ------------------------...SeniorPrivate clientFull timeWork at office- Norman Alex in Miami seeks a Senior Financial Advisor to lead the growth of a high net worth client practice. The role targets domestic... ...business, serving UHNW individuals and families, and requires... ...candidate has a proven track record in wealth management, strong relationship...
- JPMorganChase seeks an experienced Wealth Advisor to conduct comprehensive planning and investment advisory for LATAM HNW/UHNW families, focusing on objectives, risk tolerance,... ...credit, and fiduciary planning, coordinating senior specialists to execute end-to-end wealth...
- ...competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and... ...are looking to hire a Senior Private Banker/Relationship... ...-high-net-worth U.S. clients on international investment... ...relationships with HNW and UHNW clients, typically with...SeniorPrivate client
- Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions...SeniorPrivate client
$70k
...variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...SeniorPrivate clientFull time- JPMorgan Chase & Co. is seeking a Private Banker for the Latin America Private Bank team based... ..., Argentina, Chile and Uruguay on wealth management, investments, credit and banking... ...relationships with ultra‑high‑net‑worth clients, cross‑border coordination with internal...Bank staff
- EisnerAmper is seeking a technical tax professional to join its Real Estate Tax practice... ...as a technical resource to partners and client service teams, guiding on REITs, fund... ...estate funds, REIT structures, UPREITs, and private equity real estate clients. #J-18808-Ljbffr...SeniorPrivate clientWork at office
- Norman Alex in Miami is seeking a Private Banker to manage a client-focused practice covering LATAM and Brazil. You will leverage a strong, portable... ...deliver comprehensive services, including lending, credit and wealth products, and participate in referral initiatives. #J-18...SeniorPrivate client
- EY Private Tax in the United States is seeking an experienced Manager to lead private client tax services for high net worth individuals and family-owned businesses. You will advise on wealth transfer, governance, and cross-border matters, while guiding a team of tax professionals...Private client
- ...seeking a Manager to provide tax planning and advisory services... ...disciplinary teams, supervise Associates, and deliver comprehensive tax solutions across income, wealth transfer, and international tax... ...matters. You will work closely with clients and internal teams, applying...SeniorPrivate client
- ...Miami, FL seeks a Relationship Manager to manage high‑net‑worth client relationships across banking, lending and investments. You will... ...collaborating with partners across lines of business. The role emphasizes wealth planning, risk adherence, and proactive client service within a...Private clientLocal area
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation... ...that knowledge to develop tailored wealth management strategies. Private... ...Private Banking having covered the UHNW market / Extensive experience in working...Private clientFull time- Citigroup Inc. in Miami seeks a seasoned Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...Senior
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and excellent opportunities... ...looking for career growth in private client tax. Due to increased demand...SeniorPrivate client
- ...Continental in Miami invites an experienced Senior Private Banker to develop and manage... ...individuals and families, offering comprehensive wealth management solutions and exceptional... ...customized financial plans aligned with client objectives. Key duties include acquiring...Senior
- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...Senior
- ...with a nationally recognized, rapidly growing RIA to recruit a Senior Wealth Advisor for the Miami area. This role focuses on delivering... ...years of RIA experience, strong relationship skills, and a drive to grow their practice and client assets. #J-18808-Ljbffr hireneXusSenior
- WE Family Offices is seeking an Associate to join our Miami team and support senior advisors in delivering bespoke wealth-management services to ultra-high-net-worth families. The role involves preparing analyses, presentations, and reports on investment portfolios, wealth...
- J.P. Morgan International Private Bank is seeking an experienced Private Banker to advise ultra‑high net worth families on wealth management, planning and balance sheet optimization. You will leverage an international platform and collaborate with specialists to deliver...Senior
- ...seeking an experienced professional to manage client processes and drive new business... ...The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating... ...relationships and deliver comprehensive wealth management strategies, working alongside...Private client
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment...Senior
- ...nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Miami area. This is a fantastic opportunity to... ...environment, and are motivated to grow both their practice and their clients' financial success. Responsibilities Develop and manage a book...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate - Private Client & UHNW Wealth. Be the first to apply!
Related searches
- international tax associate Miami, FL
- tax associate Miami, FL
- international tax consultant Miami, FL
- international tax accountant Miami, FL
- sales & use tax accountant Miami, FL
- tax consultant Miami, FL
- part time tax preparer Miami, FL
- remote tax accountant Miami, FL
- tax advisor Miami, FL
- tax examiner Miami, FL


