Senior Tax Specialist for High-Net-Worth Clients
Lmw-Financial-LLC
Lmw-Financial-LLC in Studio City, California is seeking an experienced tax professional to prepare high level tax returns for our clientele. The role includes delivering comprehensive tax services, coordinating staff, and ensuring compliance with tax regulations. The ideal candidate must possess at least 6 years of tax experience along with US work authorization. Competitive salary, health insurance, and opportunities for advancement are included in the benefits. #J-18808-Ljbffr Lmw-Financial-LLC
$84k - $110k
BDO in Los Angeles seeks a Tax Senior for the Private Client Services. This role involves preparing complex tax returns and mentoring associates while serving high net-worth clients. Ideal candidates have a relevant Bachelor's degree, two years of experience, and excellent...SeniorHigh net worth$84k - $110k
BDO USA in Los Angeles is seeking a Tax Senior for its Private Client Services team. The role involves providing tax compliance and consulting services to high-net-worth individuals and families. Ideal candidates will have a bachelor’s degree in accounting or finance, with...SeniorHigh net worth- ...recruitment agency in Los Angeles is seeking a Senior Tax Accountant to prepare tax returns and assist clients with various tax matters. The ideal candidate will... ...federal and state tax returns and working with high-net-worth clients. Attractive benefits are included with...SeniorHigh net worth
$96k - $125k
BDO USA is looking for a Tax Experienced Senior in Private Client Services based in Los Angeles. This role involves providing tax compliance and consulting for high net-worth clients, requiring strong leadership, communication, and technical skills. The ideal candidate...SeniorHigh net worthWork at office$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorHigh net worth- ...This role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong collaborative environment and competitive platform for advisors. The ideal candidate will...SeniorHigh net worth
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The...SeniorHigh net worth
$84k - $110k
A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting...SeniorHigh net worth$170k - $190k
A recruitment division of a national firm is in search of a Senior Business Manager. This challenging role focuses on tax leadership, client advisory, and support of financial processes for high-net-worth individuals. Ideal candidates will be CPA certified, possess over...SeniorHigh net worthRemote work- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorHigh net worth
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...SeniorHigh net worth- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorHigh net worth
- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorHigh net worthWork at office
$141k - $290k
...selves. Our goal is to balance high development with high... ...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager... ...and planning services to high-net-worth individual clients and privately...SeniorHigh net worthImmediate startFlexible hours$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...SeniorHigh net worth$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of...SeniorHigh net worth- ...Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in-class tools and industry expertise to provide insightful recommendations...SeniorHigh net worth
- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...SeniorHigh net worth
$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...SeniorHigh net worth- Baker Tilly International is looking for a Senior Manager in Client Accounting Services for Family Offices in Los Angeles. This role involves... ...dynamic team and providing exceptional service to ultra-high-net-worth individuals and their related entities. The ideal...SeniorHigh net worthWork at office
$250k - $300k
...law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join... ...on estate planning for high-net-worth individuals. This position is client-facing, involving the drafting of... ...documents and providing strategic tax guidance. The salary range is...SeniorHigh net worth- ...California seeks a Private Risk Advisor to provide risk management consultation to high net worth individuals. You will cultivate partnerships with trusted advisors and attract new clients while designing tailored insurance solutions. The ideal candidate has over five...SeniorHigh net worth
- MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes efficient system development, client interaction, and operational support for advisors. Successful...SeniorHigh net worthWork at office
- Armanino Advisory LLC, located in Los Angeles, is seeking a tax professional to prepare and review tax returns for clients in the Entertainment Industry and high-net-worth individuals. The role requires a Bachelor's degree, CPA license, and at least 4 years of U.S. tax...SeniorHigh net worthFlexible hours
- ...EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a... .... ~ Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$84k - $110k
Private Client Services at BDO is a boutique practice... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ...planning. A Tax Senior, Private Client Services...SeniorHigh net worthPrivate practiceWork at office- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles... ...trust administration, fiduciary services, tax coordination, and investment performance. With...SeniorHigh net worth
$90k - $125k
...prestigious business management firm seeks a Senior Tax Accountant to join their dynamic team.... ...of preparing tax returns and assisting clients with various tax matters. The Tax... ...income tax returns. Partner closely with high-net-worth individuals, large family groups, and...SeniorHigh net worthWork at officeFlexible hours- ...About the job Senior Tax Accountant About the Role: The Senior Tax Accountant... ...compliance, financial reporting, and client advisory services. This role is ideal... ...partnership taxation, real estate tax, high-net-worth individuals, and closely held businesses...SeniorHigh net worthWork at office
$100k - $135k
...Senior Tax Accountant needed for established West LA Firm! This Jobot... ...per year A bit about us: Our client is a well-established public... ...standing reputation for delivering high-quality tax, audit, and... ...privately held businesses, high-net-worth individuals, and closely held...SeniorHigh net worthLocal area
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