Private Wealth Tax MD — Lead High Net Worth Strategy
Baker Tilly US
Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead the private wealth practice. You will guide tax planning for wealthy individuals and family offices, manage large engagements, and mentor staff. The role requires CPA or JD, 8+ years in tax, and US work eligibility. You will work with firm leadership to deliver strategic tax services, estate planning, charitable planning, and cross-border considerations, while building client relationships and driving growth. #J-18808-Ljbffr Baker Tilly US
$201.81k - $382.6k
...Overview Baker Tilly is a leading advisory, tax and assurance firm,... ...you will be the "go to" high net worth tax expert? Are you inspired... ...Managing Director ! Our private wealth practice recognizes the unique... ...regarding applicable strategies, see the "big picture" as...PrivateTaxHigh net worthPrivate practiceLocal areaWorldwide$99k - $266k
...Entrepreneurial & Private Business (EPB) - General... ...such as audit, tax compliance, and... ...focusing on business strategy. You’ll have the... ..., and high net worth individuals. You’ll... ...on key issues like wealth management, compliance... ...business conduct. We lead the way as tax advisors...PrivateTaxHigh net worthFull timeH1bRemote work- EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate... ...tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients achieve financial...High net worth
$80k - $144k
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business... ...proactive planning strategies across investments, retirement, tax considerations, estate... ...opportunities to the lead advisor. Provide coaching...TaxHigh net worthWork at office3 days per week- ...accounting firm is seeking an Executive Recruiter with expertise in tax compliance and a strong client focus. The ideal candidate will... ...an impact in the community while managing tax compliance for high-net-worth individuals and businesses. #J-18808-Ljbffr DeWinter GroupTaxHigh net worthFull time
$10k
...Senior Regional Consultant - Wealth ManagementApplylocations: California... ...RIA firms, Bank Trust, and Private Bank intermediaries in... ...Develops and implements sales strategies and ensure these align with MFS... ...into the Health Savings Account* Tax deferred commuter benefits & flexible...PrivateTaxLocal areaRemote workHome officeFlexible hours$115k
...hold a JD and have substantive experience in trusts & estates, probate, and fiduciary litigation. The roles seek to accommodate high-net-worth clients with intricate planning and litigation matters. Competitive compensation ranges from $115,000 to over $750,000,...PrivateHigh net worthRemote job- Fund Accountant - Private Equity (Los Angeles, hybrid) Join to apply for the Fund... ...strong track record. They work with leading institutional and high‑net‑worth investors globally and are committed... ...party administrators, auditors, and tax advisors Maintain internal records...PrivateTaxHigh net worthFull time
$275k - $325k
Location: Los Angeles, CA A highly regarded law firm is... ...administration matters for high net worth individuals and families. Key... ...on estate planning strategies Draft sophisticated estate... ...finish Provide guidance on wealth transfer and tax‑efficient planning structures...TaxHigh net worth- ...LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”... ...-service financial, tax, legal, and consulting... ...businesses, their owners, and high net worth individuals, to manage... ...rapidly, becoming a leading Orange County... ...tax-efficient growth strategies, succession planning,...TaxHigh net worthFor contractors
- ...JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build lasting client relationships, rely on leadership and referrals, and provide...Private
$130k - $215k
A leading advisory firm based in California is seeking a mid-senior level professional to join their team. This full-time position involves client interaction, tax risk assessment, and detailed financial analysis. Ideal candidates will have a Bachelor's or graduate degree...TaxFull time- (REMOTE) - Tax Senior Manager Opportunity (Tax & Accounting) Our client is a highly respected public accounting firm specializing in UHNW, HNW, multifamily and Commercial... ...tax experience Trusts, estate tax returns, and/or private foundations #J-18808-LjbffrPrivateTaxHigh net worthRemote work
$100k - $120k
...lSpecialist in Staffing Family Offices & Private Residences for HNW & UHNW Clients Across…... ...Assistant to work remotely, supporting the MD of Research. You will be within... ...notes during executive calls, meetings, and strategy sessions. Confidently translate unstructured...PrivateHigh net worthFull timeWork at officeRemote work$85k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory... ...serving predominately high net worth individuals. EPWA... ...Plan Creation: Lead the creation of detailed... ...financial plans, including tax planning,retirement... ...planning, investment strategies, and more. Plan Review...TaxHigh net worthTemporary workWork at officeLocal areaFlexible hours- A well-established CPA firm in Los Angeles is seeking an experienced Senior Tax Director to lead a team of tax preparers and manage client communications. This position offers a competitive compensation package starting at $225k, with additional bonuses and benefits. Candidates...TaxWork at officeRemote work
$200k - $250k
Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team that serves clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with onsite client meetings and a flexible schedule. The position...Remote jobFlexible hours$10k
...distance. You will contact qualified leads provided and meet with prospective... ...Fisher Investments Canada's wealth management solutions to high-net-worth investors. Our dedicated portfolio... ...variety of FI's offerings Help qualified private investors become Fisher Investments...PrivateHigh net worthLocal areaRemote work- ...Associate Financial Advisor / Paraplanner for a female-led, boutique wealth management firm serving high-net-worth clients. This position offers direct mentorship from senior leadership and a clear path to Lead Advisor and eventual client ownership. You will support...High net worth
- ...reporting, and investment coordination within a high-net-worth family office. This position requires a... ...cash flow and financial reporting, and wealth management. RESPONSIBILITIES Treasury &... ...and gifts Track lifetime exemptions for tax purposes Coordinate funding of capital...TaxHigh net worthTemporary workWork at office
$10k
...the Major Gifts Officer will lead United Way of Santa Barbara... ...manager for relationships with private and family foundations,... ...support prospecting and step‑up strategies for donors that fall within... ...foundation and individual High Net Worth donors. In collaboration with...PrivateHigh net worth$250k - $325k
...Staffing is recruiting for a senior litigation and estate planning attorney for a leading AM LAW 200 law firm in Los Angeles. The role focuses on high‑net‑worth client advising, tax strategy, and advanced trust documents. The incumbent will work closely with partners to...TaxHigh net worthFull time$230k - $300k
...litigation law firm, focused on guiding its global, ultra-high-net-worth individual and institutional clients through the... ...attorneys’ practices and cement their reputations as leading litigators in the private wealth industry. The firm further solidifies its attorneys’...PrivateHigh net worthWork at officeFlexible hours$190k - $220k
## Senior Tax ManagerApplyremote type: Hybridlocations... ...Reston, VA: Baltimore, MD: Cincinnati, OHtime type... ...office and real estate private equity sponsors with tax... ...peers, and clients with a high degree of integrity and... ...training programs.• Lead and execute other tax-related...PrivateTaxWork at officeLocal areaRemote workFlexible hours$1,800 - $2,750 per month
...Position Overview We are seeking a high-level Real Estate Lead Manager to oversee the distribution,... ...) is required to interact with high-net-worth clients and corporate partners. Reliability... ...trends and improve conversion strategies. A calm-under-pressure demeanor...High net worthFull timeRelocation- ...Management seeks a Senior Regional Consultant - Wealth Management to sell MFS products through Enterprise RIAs, Bank Trusts, and Private Banks in California, Nevada, and Hawaii. You will drive territory sales, develop strategies, and collaborate with the Sales team to meet...Private
$83.92k - $125.88k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in La Canada Flintridge, California, to deepen relationships with affluent and High Net Worth clients. This full-time position emphasizes financial planning, compliance with regulations, and proactive client...High net worthFull time- ...design and deliver sophisticated estate and business plans for high-net-worth clients. You will provide strategic guidance, evaluate legal... ...advisors and clients. Collaboration with attorneys, CPAs, and wealth managers is essential to deliver integrated planning #J-18808...High net worth
- ...A leading private investment firm in the San Francisco Bay Area is seeking a CFO to join its senior... ...platform and influence firm-wide strategy. This role offers the chance to work closely... ...Reporting Direct all accounting, finance, tax, and treasury operations. Oversee the...PrivateTax
$82k - $125k
...GRF, is seeking a Senior Tax Staff Accountant with... ...reports that may include net worth statements, cash flow... ...years in a similar role is highly preferred Familiarity... ...Management is a leading full-service business management... ...organization offering wealth management, family...TaxHigh net worthWork at officeLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax MD — Lead High Net Worth Strategy. Be the first to apply!
- private house and office cleaning California, MO
- private equity California, MO
- private events California, MO
- private duty California, MO
- private intelligence California, MO
- private label California, MO
- private family California, MO
- private wealth advisor California, MO
- private wealth California, MO
- private sector California, MO


