Senior Tax Strategy Advisor for Wealth Clients
SAVANT
Savant is seeking a Tax Strategy Advisor to deliver proactive tax planning and complex return preparation for high-net-worth individuals, families, and business owners. The role collaborates with tax counsel, lead advisors, and planning specialists to align strategies with client goals. You will analyze sophisticated transactions, mentor staff, and contribute to promotional materials while providing exceptional service. A CPA or EA is required, with significant tax planning experience. #J-18808-Ljbffr SAVANT
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategy Advisor for Wealth Clients in Westwood, MA vacancy
- Savant Wealth Management is seeking a Tax Strategy Advisor to guide high-net-worth individuals, families, and business owners through complex tax matters and... ...for some of the firm’s largest and most intricate clients. Collaborating with clients, their tax counsel, lead...Suggested
- CMC Recruiting is seeking an experienced wealth management advisor to support high-net-worth individuals and families... ...CPAs and other professionals to enhance clients' financial outcomes. The role emphasizes tax-efficient strategies across retirement, estate, investments,...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...increased efficiencies. As a Senior Associate you shall analyze...SeniorFull timeSecond jobH1b- Gray, Gray & Gray is seeking a self-motivated Client Development & Portfolio Manager in Canton, MA. The ideal candidate will have 8-10 years of experience in financial advisory, capable of delivering financial planning and investment advice while developing new client...SeniorFull time
$10 per hour
Join our collaborative team as a Tax Strategy Advisor , where you'll help high-net-worth individuals... ...tax planning and advisory services to clients with sophisticated financial needs. You... ...helping create a seamless, integrated wealth management experience. The Tax Strategy...SuggestedWork experience placementSummer workWork visaFlexible hours$10 per hour
Join our collaborative team as a Tax Strategy Advisor, where you'll help high-net-worth individuals... ...tax planning and advisory services to clients with sophisticated financial needs. You... ...helping create a seamless, integrated wealth management experience.The Tax Strategy...Work experience placementSummer workWork visaFlexible hours- ...CPAs, LLC. in Norwood, Massachusetts, is seeking an experienced Senior Tax Associate to join their tax team. The ideal candidate will... ...work closely with managers and partners to deliver exceptional client service. This position offers a flexible hybrid work environment...SeniorFlexible hours
- Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative...SeniorFull time
- ...impactful solutions to our clients and investing partners... ...be used as needed.The Senior Associate, Client... ...HarbourVest’s Global Private Wealth business. This role... ...plansDefine audience strategies across global wealth... ...bank, and financial advisor groupsPartner with Commercial...SeniorFull timeWork at officeLocal areaRemote workHome office1 day per week
$50 per hour
...personal goals is the best way to help our clients and advance our business. We take that... ...to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing... ...to the development of tax planning strategies to various internal and external...Full timeWork at officeLocal area3 days per week$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions...SeniorPwC (US)
Boston, MA2 days ago$137.4k - $240.4k
...most sophisticated clients using leading... ...exceptional service. Wealth Strategist/Client... ...role. As a senior member of the Northern... ..., solutions sales strategy, and execution of... ...wealth transfer and tax planning... ...and professional advisors. You understand...SeniorLocal areaFlexible hoursNorthern Trust
Boston, MA22 hours ago$63k - $95k
..., Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization.... ...Finance, and Marketing - to identify data-driven strategies that improve client performance, enhance value,...SeniorWork experience placementLocal areaIndeed
Boston, MA2 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...- Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and... ...risks and structuring tax strategies for our Financial Services...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...to help our clients meet their tax obligations... ...in the future.As a Senior Manager, you'll... ...issues from strategy to execution. PwC Professional... ...as a strategic advisor, leveraging...SeniorFull timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Investment Company (RIC) - Senior Manager, you will focus on providing... ...advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice. You...SeniorFull timeH1b$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth... ...solutions designed to help clients grow and protect their wealth... .... Role Overview Senior Tax Accountants are responsible for... ...positive contact with clients, advisors, trustees, and client...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift work$155k - $210k
...Boundless Horizons of Tax, Valuation, and... ...extraordinary clients spanning every industry... ...and trusted advisors. We equip you with... ...Trusts and Estates.Senior Managers can expect... ...comprehensive tax strategy to prospective and... ...legislative changes, wealth transfer...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- EisnerAmper is seeking a Senior Tax Manager to join their Private Client Services team in Westwood. This pivotal role involves tax compliance and consulting for high net-worth individuals and their businesses. The candidate should possess a CPA and have at least 8 years...Senior
$200k - $250k
...financial services clients is seeking highly... ...smarter retirement tax planning decisions... ...financial advisor role. You will... ...retirement tax planning strategies. This is a high... ...tax planning and wealth strategy solutions... ...Position Overview: As a Senior Wealth Strategy...SeniorFor contractorsRemote workFlexible hours$77k - $214k
...needs such as audit, tax compliance, and... ...focusing on business strategy. You’ll have the... ...team helps our clients design and implement... ...on key issues like wealth management,... ...in the future.As a Senior Associate, you'll... ...lead the way as tax advisors dedicated to innovation...SeniorFull timeH1b- EisnerAmper is looking for a Tax Senior Manager to enhance its Private Client Services practice. Based in Westwood, MA, the role involves overseeing tax compliance and providing consulting services to high net-worth individuals. The position requires significant experience...SeniorPrivate practice
$110k - $150k
...About the Opportunity: Our client is a boutique, tax-focused wealth management firm serving high-net-worth... ...questions, and becoming a trusted advisor to clients over many years. This... ...investment, and tax-aware planning strategies Adapt to evolving systems and processes...SeniorFlexible hoursClaire Myers Consulting
Wellesley, MA4 days ago$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...-enabled tax advisors who provide benefits... ...efficiencies. As a Senior Associate you analyze...SeniorFull timeH1b- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...building long-term relationships with clients. The role partners closely with high-... ...to develop personalized financial strategies and help clients make the most informed...Senior
Beacon Pointe Advisors
Boston, MA3 days ago - ...TAX SENIOR About Our Firm: Gray, Gray & Gray is one of New England's fastest growing independent full-service consulting, accounting... ..., Manager and Partner support. This role requires direct client contact and relationship management. The ideal candidate will review...SeniorWork at officeRemote work
Gray Gray & Gray
Canton, MA22 hours ago - ...Senior Tax Accountant We are a respected and growing public accounting firm dedicated to delivering exceptional tax, accounting, and... ...experienced tax professional who enjoys working directly with clients, collaborating with an experienced team, and building a long-term...SeniorCasual workRemote workFlexible hours
South Shore Staffing
Norwood, MA1 day ago $91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ....Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected...SeniorFull timeH1bRemote work- ...A leading fiduciary wealth management firm is seeking a full-time Client Portfolio Manager in Boston, MA. This role requires over 15 years of experience in investment management, excellent communication abilities, and a collaborative approach to manage high-value client...SeniorFull time
Focus Financial Partners Inc.
Boston, MA22 hours ago $125k - $150k
Senior Consultant, Tech Strategy Advisor - Healthcare & Life Sciences - ElevateIn the United States -Boston | ChicagoSimon-Kucher is a global consultancy... ...that drives measurable revenue and profit for our clients. As a trusted commercial advisor, we combine deep consulting...SeniorFull timeWork experience placementWork at officeWork from homeFlexible hours2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategy Advisor for Wealth Clients. Be the first to apply!
Related searches
- remote senior business analyst Westwood, MA
- senior leadership Westwood, MA
- senior manager automotive Westwood, MA
- senior application administrator Westwood, MA
- senior manager accenture Westwood, MA
- remote senior project manager Westwood, MA
- senior performance engineer Westwood, MA
- srs Westwood, MA
- senior vice president of operations Westwood, MA
- senior manager m&a tax Westwood, MA