Senior Private Client Tax Partner for High-Net-Worth
Citrin Cooperman
Citrin Cooperman in Durham, NC is seeking an experienced tax professional to lead reviews of tax returns and manage client accounts. The ideal candidate will have a CPA, JD, or EA license along with a master’s degree in tax or LLM, and over 12 years of public accounting experience, including supervisory roles. Responsibilities involve mentoring staff, conducting tax research, and providing planning and compliance services. Successful candidates will demonstrate strong technical skills in individual and fiduciary tax and experience with high-net worth clients. #J-18808-Ljbffr Citrin Cooperman
- ...Responsibilities Top‑side/detail review of tax returns, income tax projections and tax... ...team and have direct contact with clients while managing all aspects of client accounts... ...preferred. Proven expertise serving high‑net worth clients. Prior expertise with trust and...TaxPrivate clientHigh net worthWork at office
- ...years. Our firm has 19 partners and 250+... ...relationships with our clients that has in turn allowed... ...community. TJT serves privately held businesses from... ...profit agencies, and high net worth individuals. Inside Public... ...TJT is seeking a Senior Tax Associate become an...SeniorTaxHigh net worthRemote jobFull timeLocal areaRelocation packageFlexible hours
$120k - $165k
...Tax Manager – Public Accounting Firm Location:... ...public accounting, we partner with multiple CPA firms... ...a trusted advisor to clients. The firm values collaboration... ...prepared by staff and seniors for technical accuracy... ...working with high-net-worth individuals, trusts, or...TaxHigh net worthWork at officeFlexible hours3 days per week- ...Senior Client Account Executive, Employee Health & Benefits Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...SeniorPrivate clientWork at officeLocal areaFlexible hoursNight shift
- ...Senior Pension Administrator - Defined Benefit page is loaded## Senior... ....* Supporting internal Client Service teams while developing... ...skills and attention to detail* High integrity and discretion to ensure the confidentiality of private client and participant data* Strong...SeniorPrivate clientWork experience placement
- ...Senior Account Manager, Employee Health & Benefits Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...SeniorPrivate clientLocal areaFlexible hoursNight shift
$70k - $85k
...Client Accounting Manager in Training Durham, NC (on site) Salary: $70,000 - 85,000... ...nonprofit clients. You’ll lead a team, provide tax and accounting oversight, and build... ..., and client-facing work - A corporate, high-drama environment - Burnout culture What...SeniorTaxWork at officeLocal areaNight shiftWeekend work$95k - $186k
...The Director, Advanced Planning is a client-facing role that serves primarily as an... ...subject matter authority for Fidelity's high net worth clients and their advisors as a member of... ...years of trusts and estate planning, income tax planning or succession planning work...TaxHigh net worthWork experience placementRemote workWork from home- ...their team. Responsibilities include preparing S Corporation, partnership, and individual income tax returns, along with providing bookkeeping services for small business clients. The ideal candidate will have a minimum of 5 years of experience, strong proficiency in...SeniorTax
- ...Required during peak tax seasons (3/1–4/15 and... ...support a professional, client-focused firm where exceptional... ..., assisting Durham partners with assigned tasks,... ...community. TJT serves privately held businesses from... ...-profit agencies, and high net worth individuals. Inside...TaxHigh net worthFull timePart timeSeasonal workWork at officeLocal area10 hours per week
- Upstream Rehabilitation is seeking a Senior Payroll Administrator to manage the payroll process and ensure compliance with all regulations... ...be responsible for the end-to-end payroll process, including tax setup and reporting, while providing support to associates. Benefits...SeniorTaxRemote job
- Job Overview A law firm seeks a Senior Trusts and Estates Attorney in Durham, NC. The role involves meeting with clients to analyze estates and prepare appropriate plans, ensuring... .... Knowledge of income, gift, and estate tax laws. Notary Public certification preferred....SeniorTax
- ...Job Description Job Description Tax Senior – Public Accounting Are you... ...outside of work is respected? We’re partnering with a well-established and highly respected public accounting firm that... ..., down-to-earth culture, strong client relationships, and commitment to...SeniorTaxFlexible hours
- A leading tax services provider in North Carolina is looking for a Tax Advisor to build year-round client relationships and provide comprehensive tax preparation and planning services. The ideal candidate will have over 5 years of tax experience, capability in effective...SeniorTax
- Vaco by Highspring is seeking a Senior Corporate Tax Accountant in Durham, North Carolina. This role is crucial for tax compliance, planning, and reporting activities. You will prepare corporate tax returns, perform analyses, and assist with audits. Ideal candidates have...SeniorTax
- ...Durham, North Carolina. This role involves processing bi-weekly payroll accurately and ensuring compliance with all federal and state tax regulations. Ideal candidates will have at least 7 years of experience in payroll processing, a Bachelor’s degree in a relevant field...SeniorTax
$140k - $170k
...Description Job Description Description Alta is looking for a Senior Civil Engineering Project Manager to join our growing... ...of study. Experience managing large projects for both private and public clients. Experience using Deltek VantagePoint. Active...SeniorPrivate clientFull timeTemporary workWork at officeWork from homeFlexible hours3 days per week- Investors Title Company and Affiliates in Chapel Hill, NC is seeking a Senior Financial Planner to play a key advisory role for high-net-worth clients. This position involves strategic relationship management and guiding complex financial decisions to ensure client success...SeniorHigh net worth
$110k - $175k
...services firm in Chapel Hill, NC, is seeking a Lead Advisor to enhance client relationships and support senior leadership. This role requires 6-10+ years of financial advisory experience with high-net-worth families. Responsibilities include coordinating financial plans,...SeniorHigh net worthFlexible hours- ...The People Operations Senior Analyst, Compensation owns... ...integrity. Operating with a high degree of autonomy, the role partners with Compensation, People... ...location but generally include private medical, life, and... ...the relationship between tax and tech. We've already...SeniorTax
- ...Senior Tax Accountant Durham, NC Toshiba Global Commerce Solutions is seeking a Senior Tax Accountant – Flex to join our corporate... ...environment. Strong sense of ownership and accountability. High level of professionalism, integrity, and discretion....SeniorTaxLocal areaFlexible hours
- ...closely with Verizon and our brand partners to deliver exceptional product... ...JOB DESCRIPTION The Senior Accountant is responsible for... ...with Accounting, FP&A, Tax, and other teams to ensure accurate... ...technical accounting foundation High ownership and accountability...SeniorTaxFlexible hours
- Job Overview The Senior Corporate Tax Accountant is responsible for supporting our client's tax compliance, planning, and reporting activities. This role will play a key part in preparing and reviewing corporate tax returns, performing tax research and analysis, and assisting...SeniorTaxLocal area
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized...SeniorHigh net worth
$55k - $65k
Overview Join to apply for the Senior Staff Accountant role at Chemtek, Inc. Get AI-powered advice on this job and more exclusive features... ...someone with 3-5 years of general accounting including sales tax, property tax, accounts receivable and accounts payable experience...SeniorTaxFull timeRelocation package$76k - $90k
Overview The Senior Accountant will assist with the day-to-day accounting activities, monthly... ...status) Setup Unemployment and payroll taxes with new states as needed. Prepare and/or... ...Comfortable in a fast-paced environment Highly organized Trustworthy, discreet and...SeniorTaxFull timeContract workWork experience placement$115.92k
...need to do what you do best—serve your clients. Our managers are here to support your success... .... Nautilus Members work with affluent, high net worth and business owner clients, professional... ...and employees thereof do not provide tax, legal or accounting advice. Individuals...TaxHigh net worthContract workFixed term contract$125k - $145k
...Job Overview: The Executive Compensation Senior Manager is responsible for supporting the... ..., and longterm incentives. The role partners with internal specialists and external consultants... .... Partner with Legal, Accounting, Tax, Audit, and external advisors to ensure...SeniorTaxFull timePart timeWork at officeFlexible hours- ...Global Commerce Solutions is seeking a Senior Manager, Services Delivery Partner Strategy to lead the commercial... ...models A scalable, transparent, and high-performing partner ecosystem... ...Employee Assistance Programs Pre-tax spending accounts 401(k) plan (with...SeniorTaxFor contractors
- Overview The Senior U.S. and Canada Payroll Specialist is responsible for managing and processing... ..., and provincial payroll regulations, tax laws, and reporting requirements. The... ...different geographic regions simultaneously. High level of integrity and commitment to...SeniorTaxHourly payFull timeWork at officeFlexible hours3 days per week
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