Tax & Estate Planning Advisor for High‑Net‑Worth Clients
Neil Jesani Advisors, Inc.
Neil Jesani Advisors, Inc. is a boutique tax and accounting firm seeking a Tax or Estate Planning professional to join the team. This role focuses on developing sophisticated tax and estate planning strategies for high-net-worth clients, while supporting the continued growth of the practice. Note: This position does not involve practicing law or representing clients in a legal capacity. You will apply legal training and technical expertise alongside our CPAs and financial professionals. #J-18808-Ljbffr Neil Jesani Advisors, Inc.
$100k
...(CFP®) to conduct in-depth assessments and develop strategic financial plans for high-net-worth clients. The ideal candidate will have expertise in investment management, tax strategy, and estate planning, alongside proficiency in financial planning software. This full...TaxHigh net worthFull time$25 - $38.46 per hour
...Private Client Banker Location: 5 Maple Avenue... ...solver, trusted advisor, and partner to the... ...with a plan-based approach to financial... ...Education: High School Diploma, GED... ...retirement planning, and tax optimization. This... ...relationships with high-net-worth clients, providing...TaxHigh net worthHourly payWork experience placementDay shift- ...involves preparing personal and fiduciary income tax returns and providing strategic tax advisory services for high-net-worth clients. The ideal candidate will have a Bachelor's... ..., and strong capabilities in income-tax planning. The role offers a competitive salary and comprehensive...TaxHigh net worth
- ...is partnering with a renowned public accounting firm to find a Private Client Services Tax Manager for its South Florida practice. The ideal candidate will manage tax engagements for high-net-worth individuals and businesses, ensuring compliance and providing proactive...TaxHigh net worth
$160k - $220k
...professional to join their Private Client team. In this role, you will work closely with high net worth individuals and families,... ...providing strategic advice on complex tax matters. With a competitive... ..., particularly in trust and estate planning, along with strong...TaxHigh net worth- ...Alliance is seeking a Financial Planning Strategist / Relationship... ...to support our Private Client division. The role... ...delivering sophisticated, tax-aware planning for high-net-worth individuals and families,... ...meetings, and collaborate with advisors to scale the firm's...TaxHigh net worth
- ...services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is...TaxHigh net worth
- ...to drive growth across its Tax, Assurance, and Advisory... ...role focuses on developing client relationships and identifying... ...understanding of wealth planning, and proven relationship-... ...communicate effectively with high-net-worth clients and their advisors. #J-18808-Ljbffr Baker...TaxHigh net worth
- PKF O'Connor Davies in Town of Florida is seeking a motivated Tax Associate to prepare tax returns for clients including high-net-worth individuals and entities. The ideal candidate will possess strong organizational and analytical skills, and a desire to develop technical...TaxHigh net worth
$95.5k - $195.4k
Crowe LLP in New York is seeking a Tax Manager to join the IronSpire Group. The role involves providing high-level tax consulting for ultra-high-net-worth clients, managing complex engagements, and ensuring compliance with established standards. Qualified candidates will...TaxHigh net worth- ...services firm is seeking a Client Services Associate to... ..., Florida. This is a high-touch client service... ...with Financial Advisors and their high-net-worth individual clients. What... ...reporting, and tax reporting Ongoing relationship... ...Familiarity with estates preferred Strong...TaxHigh net worth
- ...Wealth Offices provides client families with... ...family-office or ultra-high-net-worth environment. Key Responsibilities... ...oversight, tax-efficient trading, and... ...distributions, contributions, or planned investment activity.... ...Serve as the primary advisor for an assigned group...TaxHigh net worthWork at office
- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview... ...engagements for high-net-worth individuals,... ...provide strategic tax planning and advisory services... ..., trusts, estates, and closely held businesses... ...as a trusted advisor. Assist with IRS and...TaxHigh net worthFull timeWork at officeLocal area
$165k - $200k
...U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate... ...'s degree. The position also offers benefits such as healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr...High net worth$155.8k - $233.32k
...across the firm’s Tax, Assurance, and Advisory... ...within the Private Client sector in an... ...solutions that support high-net-worth individuals, family... ...offices, trusts, estates, foundations, and the advisors who serve them. This... ...of tax planning, estate and trust matters...TaxHigh net worthPrivate practiceWork at officeLocal area- Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service...TaxHigh net worthRemote job
$300k
...As a Senior Wealth Advisor on the Mariner Ultra... ...relationships with ultra-high-net-worth families, delivering... ...full scope of each client’s financial life.... ...go beyond portfolios—estate structures, tax strategy, and family... ...Navigate complex planning scenarios, including...TaxHigh net worthWork at office- ## Regional Wealth Advisor, Family Office... ...most sophisticated clients using leading technology... ...for ultra-high net worth clients ($100 million... ...disciplinary wealth plan. The Regional... ...wealth transfer and tax efficiency goals.3... ...planning, taxation, estate planning solutions...TaxHigh net worthWork at officeLocal areaFlexible hours
$100k
...Responsibilities Conduct in-depth financial assessments for high‑net‑worth clients Develop strategic financial plans aligned with client goals and values Incorporate investment, estate, insurance, tax, and cash flow strategies Execute trades and monitor client portfolios...TaxHigh net worthFull timeImmediate startRelocation packageMonday to Friday$139.7k - $232.9k
M&T Bank in New York is looking for a Wealth Advisor to lead client relationships and manage the acquisition of new clients. Responsibilities include developing sales strategies and coordinating resources to achieve client goals. The ideal candidate has a strong sales...High net worth$100k
...000 - $100,000 per year. Our client, a dynamic and growth-oriented... ...depth financial assessments for high-net-worth clients Develop strategic financial plans aligned with client goals and... ...Incorporate investment, estate, insurance, tax, and cash flow strategies Execute...TaxHigh net worthFull timeImmediate startRelocation packageMonday to Friday- ...Banker in the Town of Florida, NY. The role involves providing premier client experiences and managing the mortgage loan process from start to finish. You will collaborate closely with Financial Advisors to offer tailored mortgage solutions, ensuring client objectives are...High net worthFull time
- Wealth Advisor | Palm Beach, FL Company hiring a Wealth Advisor to join... ...team serving existing clients + warm referrals. As a Wealth Advisor, you’ll lead planning, reviews, and service — not build... ...Interested in training a CPA with HNW tax experience or JD with T/E...TaxHigh net worthLocal area
$140k - $220k
...Not just with clients, but with employees... ...be joining a highly respected... ...closely with high net worth individuals, families... ..., trusts, estates, and family offices... ...a trusted advisor to sophisticated... ...navigate complex tax matters, wealth... ...and estate planning considerations,...TaxHigh net worthWork from homeFlexible hours- ...seeking an experienced Private Client Services (PCS) Tax Manager to join its growing... ...who enjoys serving high-net-worth individuals, closely held businesses, trusts, estates, and family groups while building... ..., providing proactive tax planning and advisory services....TaxHigh net worthLocal area
- Marsh McLennan Agency is seeking a Senior Client Advisor to dive into client exposures and recommend tailored insurance solutions. The role involves maintaining strong client relationships, addressing their needs proactively, and creating proposals for renewals. Ideal...High net worth
- Job Overview A law firm seeks a Real Estate and Estate Planning Associate in Palm Beach, FL. This... ...sophisticated real estate transactions for high-net-worth clients, focusing on private client and... ...attorneys on wealth transfer strategies and tax‑efficient structuring. Advise...TaxHigh net worth
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...High net worth
$63.25k - $121.2k
...provides sophisticated planning advice to clients on a wide range of... ...and business owners; estate planning; financial planning; income tax planning for founders,... ...charitable giving. We are highly collaborative, client‑... ...planners. Client and Advisor Support . Participate...TaxHigh net worthWork at officeLocal areaDay shift$145k - $350k
My client is seeking a U.S. federal tax attorney to join its growing and dynamic tax practice for its Buffalo... ...cross‑border issues involving both high‑net‑worth individuals and business entities.... ..., 401(k), Paid Time Off, pension plan, and more. At this time, the good faith...TaxHigh net worthWork at officeFlexible hours
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