Wealth Tax Strategist for High‑Net‑Worth Portfolios
Goldman Sachs Group, Inc.
Goldman Sachs Group, Inc. in Miami, Florida, is seeking an Associate Sales professional for their Wealth Services team. This role involves executing tax planning strategies, compliance management, and working closely with high-net-worth individual clients. The ideal candidate will hold a Master’s or Bachelor’s degree in a relevant field along with experience in federal and state tax returns, estate planning, and client communication. This position allows for a significant contribution to client wealth management and tax strategy alignment. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- ...planning techniques across the Elements of Wealth to deliver advanced estate and financial planning... ...for clients. Ability to effectively handle highly complex situations at all levels of wealth, and keeps current on estate, tax and planning trends and their application to...TaxHigh net worthFull timePart timeWork experience placementWork at officeShift workDay shift
- ...Associate Sales Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review (US and foreign) high-net-worth portfolios, including preparation of annual tax planning strategies, proactive tax mitigation...TaxHigh net worth
- ...comprehensive, tailored wealth management experience. Farther... ...to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll... ...estate planning, tax optimization strategies,... ...Regularly review client portfolios and recommend adjustments...TaxHigh net worthWork at office
- ...express investment views for clients' portfolios, fielding questions for clients on... ...lending. Create comprehensive wealth management plans for ultra-high net worth individuals and families predominantly... ...and beyond, which may include tax and estate planning, philanthropic...TaxHigh net worth
- ...Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial solutions... ...’s financial objectives and preferences. Advise on wealth planning, succession, tax-efficient structures, and asset protection....TaxHigh net worth
- ...Miami, Florida. Create comprehensive wealth management plans for ultra-high net worth individuals and families... ...express investment views for clients' portfolios, fielding questions in English and... ...authorization and beyond, which may include tax and estate planning, philanthropic...TaxHigh net worthLocal area
- ...America). Position Summary A Legal Wealth Advisor is responsible for... ..., and non‑interest income portfolio from attorneys and small to mid... ...planning considerations for high‑net‑worth individuals and wealth... ...accidental death and dismemberment, tax‑preferred savings accounts,...TaxHigh net worthFull timePart timePrivate practiceWork at officeLocal areaShift workDay shift
$135k
...US Wealth Regional Director, Miami, FL Country: United... ...and is evolving from a high‑impact brand into a... ...the broker‑dealer’s High Net Worth (HNW) and International... ...lines including managed portfolios, structured solutions,... ...international accounts, tax considerations, product...TaxHigh net worthContract workWork experience placementWork at officeShift work- Fartherfinance is seeking an experienced Wealth Advisor to deliver exceptional service to ultra-high-net-worth clients in Miami. This role focuses on sophisticated planning... ...experience in wealth management, specializing in tax optimization, estate planning, and complex...TaxHigh net worth
- ...a Center of Excellence (COE) Wealth Management Professional (WMP)... ...leading point for onboarding high-net-worth individuals including setting... ...movements, along with other portfolio requests such as general portfolio... ...such as statements, tax documents, trade confirms, and...TaxHigh net worth
- ...Wealth Management Across Wealth Management, Goldman Sachs helps... ...of clients, including ultra-high net worth and high net worth individuals... ...beyond, which may include tax and estate planning, philanthropic... ...to build and monitor client portfolios as well as exposure to...TaxHigh net worth
- ...to think outside the box? Our Wealth Management Professionals... ...of clients, including ultra-high net worth and high net worth individuals... ...and beyond, which may include tax and estate planning, philanthropic... ...Oversee asset movements, portfolio implementations and leverage...TaxHigh net worthLocal area
- Dormont Manufacturing Co is seeking an experienced Wealth Advisor to provide exceptional service to ultra-high-net-worth clients. This role involves leveraging elite... ...management, with a strong focus on estate planning and tax optimization. The position offers a competitive...TaxHigh net worth
- ...Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client...TaxHigh net worth
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...TaxHigh net worth
- ...Florida. Create comprehensive wealth management plans, asset... ...location strategies for ultra-high net worth individuals and families, as... ...investment views for clients' portfolios, fielding questions on what is... ...and beyond, which may include tax and estate planning, philanthropic...TaxHigh net worthWork at office
- ...primary relationship advisor for high net worth and ultra‑high net worth wealth clients. Responsible for developing... ...framework for a high‑quality, compliant portfolio of relationships. Use sound... ...accidental death and dismemberment, tax‑preferred savings accounts and a 4...TaxHigh net worthWork at officeLocal area
- ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management... ...Wealth Planner. In this high-impact role, you will partner... ...trusts & estates, individual tax rules (both transfer and income... ...affluent to high- and ultra-high net worth. The successful individual...TaxHigh net worthWork at office
- ...Miami, Florida. Create comprehensive wealth management plans for ultra-high net worth individuals and families... ...express investment views for clients' portfolios, fielding questions in English and... ...authorization and beyond, which may include tax and estate planning, philanthropic...TaxHigh net worthFull timeTemporary workWork at officeLocal area
- Goldman Sachs Bank AG is seeking an Associate Sales professional in Miami, Florida. This role involves tax planning, projections, and compliance for high-net-worth portfolios. Candidates need a Master’s or Bachelor’s degree in relevant fields and experience with tax returns...TaxHigh net worth
$116.25k - $210k
...financial services company in Miami is seeking a Director, HNW Wealth Planner to provide advanced financial planning for high-net-worth clients. This role requires expertise in U.S. and international tax strategies, collaboration with financial advisors, and developing...TaxHigh net worth$200k - $400k
...Senior Wealth Advisor At Guerra Wealth Advisors, we're on a mission... ...planning for middle to high-net-worth and complex clients, including... ...present advanced strategies for tax planning, estate planning,... ...manage diversified investment portfolios focused on risk-adjusted...TaxHigh net worthFull timeWork at officeHome officeAfternoon shiftWeekday work$200k
Miami | Hybrid Private Wealth Associate Attorney Future Opportunities Compensation $200,000 - $450,000+ Aligned... ...& estates, estate planning, wealth transfer, or tax planning experience Experience advising high-net-worth individuals, ultra-high-net-worth families,...TaxHigh net worth- ...Tax Senior Manager Company Overview Ranked nationally... ...firm More than 600 highly qualified employees serve... .... We offer a complete portfolio of services including assurance... ..., private client wealth, and technology... ...through entities and high net worth individuals Work additional...TaxHigh net worthFull timeLocal area
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen...TaxHigh net worthWork at officeLocal area
- ..., Sales Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work alongside... ...financial planning, investment planning and tax services to corporate employees, executives, and other high-net worth individuals. Prepare various reports and analyses...TaxHigh net worth
- ...financial planning solutions, including tax planning and preparation, estate planning... ...to meet the needs of our sophisticated high net worth clientele. We are seeking professionals... ...success in this role. Our Impact Wealth Management Across Wealth Management, Goldman...TaxHigh net worthWork at office
- A large US wealth management firm with offices across... ...large city. The role is a highly entrepreneurial front-... ...generating sustainable Net New Assets (NNA) and... ...investment, wealth structuring, tax and succession experts)... ...specifically. Portfolio stewardship: Conduct...TaxHigh net worthFor contractorsLocal area
$250k
...Miami, Florida is seeking a Private Client Services Attorney. This role will involve supporting high-net-worth individuals and multinational families in comprehensive estate and tax planning. The ideal candidate should have a minimum of six years’ experience in estate and...TaxHigh net worth- ...Description SUMMARY: The Senior Wealth Management Fiduciary Advisor... ...for managing complex high-net-worth and ultra-high-net-worth client... ...applicable trust and estate laws, tax considerations, estate... ...ability to manage a complex portfolio involving substantial assets...TaxHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Tax Strategist for High‑Net‑Worth Portfolios. Be the first to apply!

