Senior High Net Worth Tax Leader
Baker Tilly International
Baker Tilly is seeking a High Net Worth Tax Principal to lead our private wealth practice. You will guide complex tax planning for wealthy individuals, families and their businesses, mentoring staff and partnering with firm leadership to deliver exceptional client service. The role requires a CPA or JD, 10+ years in tax planning, and leadership in a public accounting tax environment. You will help grow the practice with a focus on comprehensive estate, gift, and succession planning. #J-18808-Ljbffr Baker Tilly International
- Sorren, Inc. is seeking an experienced tax professional to manage and review the firm’s most complex tax engagements for high-net-worth individuals and multi-entity businesses in the Chicago area. You will lead strategic tax planning, supervise engagement teams, ensure...SeniorTaxHigh net worth
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth... ...OverviewWe are seeking a highly skilled Senior Financial Planner... ...health including investments, taxes, insurance, and estate planning... ...strong relationships with high net worth clients, ensuring a high level...SeniorTaxHigh net worth
- ...Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-...SeniorTaxHigh net worth
- ...Jobot, located in Sacramento, CA, is seeking a tax professional with 2+ years of progressive tax compliance experience in public... ...Proficiency in CCH and handling complex passthrough entities with high net worth owners are expected. The role offers a fully remote...SeniorTaxHigh net worthRemote work
$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...SeniorTaxHigh net worth- BDO USA, LLP in Chicago, IL seeks a Tax Senior for Private Client Services to deliver high-touch tax compliance and consulting to high net-worth individuals and families. The role emphasizes leadership, client collaboration, and technical excellence across estate, gift...SeniorTaxHigh net worth
- BDO USA, LLP is seeking a Tax Experienced Senior for Private Client Services (PCS). The role focuses on tax compliance and consulting for high net-worth clients, including individuals, estates, trusts, and family offices. The candidate will participate in engagements,...SeniorTaxHigh net worth
- ...expanding national footprint. Their Chicago tax practice serves private equity-backed... ...businesses, real estate operators, and high-net-worth individuals across manufacturing, distribution... ..., and professional services sectors. As Senior Tax Manager you will oversee a portfolio...SeniorTaxHigh net worth
- Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in...TaxHigh net worth
$300k - $400k
...years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and fiduciary tax matters. Candidates must be licensed to practice...SeniorTaxHigh net worthPrivate practice- ...planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family offices, and closely held businesses on complex estate, gift, generation...SeniorTaxHigh net worthPrivate practice
- Associated Bank seeks a Senior Wealth Planner to work with high-net-worth individuals, business owners, and executives to craft sophisticated planning strategies... ...concepts, estate and wealth transfer planning, and tax considerations, with opportunities to present solutions...SeniorTaxHigh net worth
$110k - $250k
A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive salary ranging...SeniorTaxHigh net worthRemote jobFlexible hours$300k - $400k
...candidate will handle sophisticated wealth transfer planning, trust and estate administration, and fiduciary income tax matters for high- and ultra-high-net-worth individuals and families. Candidates must be licensed to practice law in Illinois. The Chicago salary range for...SeniorTaxHigh net worthPrivate practice- gpac is seeking a Tax Manager with a strong Trust & Estate background in the Chicago Metro area. This role focuses on complex engagements for high-net-worth individuals, families, trusts, estates, and privately held businesses, offering opportunities to lead from start...SeniorTaxHigh net worth
- Jobot is seeking a Tax Senior for our Chicago-area practice. Join an independent, fast-growing accounting and advisory firm with a strong... ...for partnerships and corporations, you will contribute to high-net-worth tax planning and compliance, and enjoy a competitive base...SeniorTaxHigh net worthSummer work
$122.3k - $231.87k
...Senior Tax ManagerAn experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. Provide tax compliance, consulting, planning, and technical review services for internal individual clients while...SeniorTaxHigh net worthFull timeWork at officeImmediate startRemote work$100k - $140k
...Tax Senior | Hybrid (Fridays remote) | $100,000 to $140,000 base + bonus The short version: A boutique CPA firm with an unusually sophisticated... ...partnership group with roughly 100 K-1s and 200+ partners High net worth 1040s, trust returns, and private foundation filings Business...SeniorTaxHigh net worthTemporary workLocal areaRemote work$150k - $250k
Strategic Employment helps a large accounting firm recruit for a Senior Tax Manager/Principal focusing on high-net-worth individuals. You will guide strategy and compliance for complex federal and multi-state filings, including trusts and estates. The position is remote...SeniorTaxHigh net worthRemote jobFull time- Sherwood Staffing Partners is seeking a Tax Senior for a hybrid schedule (Fridays remote) at a boutique CPA firm with a sophisticated... ...progress are required. You will handle multi-state partnerships, high-net-worth 1040s, trusts, and real estate/business returns, with direct...SeniorTaxHigh net worthRemote jobFlexible hours
- ...Partner. The ideal candidate will have a significant portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers a hybrid work schedule, allowing for flexible work environments. Strong leadership...TaxHigh net worthFlexible hours
- Ocorian in Chicago seeks a tax compliance professional to support partnership and private client portfolios, including high-net-worth individuals and private equity structures. You will manage engagements, identify risks, and build strong client relationships. Responsibilities...SeniorTaxHigh net worthLocal area
- ...Chicago seeks an Investment Counselor Principal to deepen relationships with ultra-high net worth clients, delivering investment advice and solutions across traditional and alternative assets, tax planning, and private banking services. You will work with internal partners...SeniorTaxHigh net worth
- ...a Top 25 public accounting firm in the Midwest to recruit a Senior Tax Manager for the Chicago office. The role focuses on corporate... ...companies, family-owned businesses, real estate operators, and high-net-worth individuals. The Senior Tax Manager will oversee engagements...SeniorTaxHigh net worthWork at office
- PwC Private in Chicago seeks a Senior Manager to lead tax advisory projects for private companies, guiding activity from strategy to execution... ...-functional teams. You will work with entrepreneurs and high-net-worth individuals, manage complex partnership structures, and drive...SeniorTaxHigh net worth
- CyberCoders is seeking an experienced CFO / Tax Director to guide high-net-worth families and private businesses through proactive tax planning and strategic financial leadership. This role emphasizes advisory work, client relationships, and long-term planning rather than...TaxHigh net worthRemote job
$90k - $120k
...Senior Tax AssociateSenior Tax AssociateProsperity Partners ("Prosperity") is a Chicago-... ...finance services to dynamic businesses, high net-worth individuals, and family offices. With offices... ...ability to work directly with company leaders. Candidates that work hard, are...SeniorTaxHigh net worthWork experience placementWork at office3 days per week$150k - $230k
...generated inline style */ Department Tax/*generated inline style */... ...Together, the firm provides leaders with deep industry knowledge... ...career opportunity for a Tax Senior Manager to join our Trust &... ...and tax consulting to ultra high net worth clients;Research and consult...SeniorTaxHigh net worthWork at officeLocal areaRemote workFlexible hours$126.1k - $253k
...s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team... ...complex estate and income tax planning and compliance. Our... ...our clients’ goals. As a Tax Senior Manager, you will be responsible... ...approval from regional tax leader)Minimum of 8 years of experience...SeniorTaxHigh net worthFull timeWork experience placementInternshipLocal area$150k - $250k
...client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area. In... ...compliance for complex federal and multi‑state tax returns for high-net-worth individuals, partnerships, S‑corporations, trusts, estates,...SeniorTaxHigh net worthFull timeRemote work
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