Senior Tax & Wealth Planning Advisor
Talnt
Talnt, a leading wealth advisory firm in New York, seeks a Senior Associate to join its HNW tax practice. You will work on complex individual, trust, and fiduciary returns and expand into broader financial planning responsibilities. You will collaborate with attorneys and investment advisors, develop proactive tax strategies, coordinate multi-state filings, and help clients manage cash flow and budgets throughout the year. #J-18808-Ljbffr Talnt
- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will navigate complex tax regulations and optimize client positions while leading...SeniorTax
- ...firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP...SeniorTax
- ...partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market.... ...deliver comprehensive financial planning and investment solutions. The role... ...-team collaboration with estate, tax and lending specialists, and a...SeniorTax
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech,... ...the client base, delivering high-impact planning and investment advice, and partnering cross... ...planning across investment strategy, tax aware planning, retirement, estate...SeniorTaxRemote work
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first... ...spanning investment management, advanced tax planning, and multi‑generational wealth strategies... ...will partner directly with clients and advisors to design and implement advanced...SeniorTaxFull timeWork at officeRemote workFlexible hours- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You... ...personalized wealth strategies built on planning, tax, estate, and investment management. Join a collaborative...SeniorTax
$120k - $185k
...professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning... ...in developing sophisticated wealth strategies for high-net-worth... ...framework that integrates tax-efficient investing, risk management... ...closely with affiliated advisors and internal Cetera teams,...SeniorTaxWork at office- ...BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with... ...running smoothly Be the trusted advisor — guiding clients through financial plans fulfilling their dreams, cash... ..., investment strategy, tax planning, insurance, and estate...SeniorTaxWork at office2 days per week3 days per week
- ...Management, LLC is a client-centered wealth management firm serving high-net-worth... ...investment management, financial planning, tax strategy, and estate planning in one... ...resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence...SeniorTaxPermanent employmentWork at office
- New York City Economic Development Corporation is seeking a Senior Associate to join the Incentives team within the Strategic Investments Group. The role focuses on managing projects related to tax incentives, bond financing, New Markets Tax Credit financing, and other...SeniorTax
- Neuberger Berman's Advice, Planning & Fiduciary Services Team in New... ...experienced attorney to lead tax, trust and estate planning for... ...You will work within Neuberger Wealth, engage in thought leadership,... ...help expand the firm's trusted advisor capabilities across our nationwide...SeniorTax
$77k - $202k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor others...SeniorTaxFull timeH1b$77k - $202k
...on budgeting, forecasting, and financial planning processes to drive operational efficiency... ...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ..., and AI-driven technologies. As a Senior Associate, you will analyze complex business...SeniorTaxFull timeH1b- BCG Attorney Search is seeking a Project Finance Associate or Senior Associate for its New York office. The ideal candidate will have 4... ...transactional project finance experience, with emphasis on debt finance and tax equity transactions. You will review and negotiate complex...SeniorTaxWork at office
$235k
...top law firm in New York is seeking experienced associates for various positions across Corporate, Finance, Litigation & Trial, and Tax departments. Candidates must have a minimum of three years of experience from another Large Firm. The firm offers competitive salaries...SeniorTax$69.8k - $132k
...industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and... ..., new accounting pronouncements, evolving tax regulations and the acceleration of... ...development and execution of the consulting work plan and client deliverablesDevelop an...SeniorTaxFull timeWork experience placementInternshipLocal areaFlexible hours$130k - $185k
...prepare and execute separation and integration plans, identify ideas and sources of value... ...formal learning.Your key responsibilitiesAs a Senior Associate-Consultant in EY-Parthenon’s... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorTaxWork experience placementSummer holidayWork at officeFlexible hours- FTI Consulting seeks a Senior Consultant for Financial Reporting & Accounting within the IA&R Real Estate Solutions practice in New York... ...to ledgers, and support financial statements under US GAAP and tax basis. The role is full-time and hybrid, with potential travel to...SeniorTaxFull time
- Job Overview A law firm seeks a Project Finance Associate or Senior Associate for its New York office. The ideal candidate will have 4... ...in project finance, with a focus on debt project finance and/or tax equity transactions. Duties Prepare, review, and negotiate credit...SeniorTaxWork at office
$110.5k - $202.7k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...challenges and pursue growth. As a Senior Consultant, you be right at... ...U.S. statutory, GAAP, and tax reporting frameworks, and awareness... ...coverage, pension and 401(k) plans, and a wide range of paid time...SeniorTaxWork experience placementSummer holidayFlexible hoursShift work$77k - $214k
...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior... ...by aligning their state tax plan with the business strategy. You... ..., now and in the future.As a Senior Associate, you'll work as part... ...way as technology-enabled tax advisors who provide significance through...SeniorTaxFull timeH1bLocal area- ...of luxury furnishings. As our Senior Associate of Strategic Finance... ...streamline receivables, payables, taxes, and the month-end close... ...Accounting/Auditing, and Strategy/Planning Industries Wholesale Luxury... ...110,000.00 5 days ago Asset & Wealth Management, Portfolio Management...SeniorTaxFull timeTemporary work
$121.44k - $154.84k
...seeking a Financial Due Diligence Senior Associate to join our team in... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA firm),... ...-attest offerings, including tax and advisory services. In 2025... ...in the firm’s 401(k) savings plan and employee retirement plan...SeniorTaxWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$86.66k - $164.3k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...system.Job Description:We are currently searching for a Senior Consultant to join our Financial Advisory Services practice within...SeniorTaxFull timeLocal areaImmediate startWorldwideShift work- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...SeniorTaxRemote jobFlexible hours
$93.6k - $128.5k
...expedition into the world of Tax, Valuation, and Business Advisory... ..., colleagues and trusted advisors. We equip you with world-class... ...success!The RoleWe are seeking a Senior Associate to join our team, where... ...enroll in the firm’s 401(k) plan upon hire. We offer 160 hours...SeniorTaxFull timeContract workH1bWork at officeLocal areaWork visa$110k - $130k
...coach motivating them to take action to progress their financial plan Build trust and credibility in order to foster strong relationships... ...on member risk/goals, coordinating member withdrawal needs and tax strategies for assets Effectively and ruthlessly manage your calendar...SeniorTaxTemporary workRemote workFlexible hoursNight shift- ...Senior Associate, Project FinanceSince 2008, we've been driving the... ...structures across senior debt, tax equity, mezzanine, HoldCo... ...lenders, investors, and third-party advisors to negotiate and finalize... ...milestones and capital deployment plans.Translate complex financial...SeniorTaxWork at officeRemote workRelocation
- ...Senior Financial PlannerAt Range, we're building towards a world where... ...together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google...SeniorTaxWork at officeRelocationMonday to Friday
$165k
...Yards, Manhattan, BlackDiamond Wealth Management is a boutique,... ...referral‑only Registered Investment Advisor (RIA) with a strong... ...integrates investment management, tax planning, estate planning, insurance,... ...than selling. Position Summary Senior Financial Advisor...SeniorTaxSummer workWork at officeFlexible hours
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