Senior HNW Tax & Wealth Advisory Lead
DHJJ
A leading accounting firm in Naperville is seeking a licensed CPA with over 5 years of experience in managing complex tax strategies for high-net-worth clients. The role requires technical expertise in tax compliance, advising services, and strong analytical skills. Candidates should be proficient in CCH Axcess Tax and Excel, with a commitment to exceptional client service. This position offers opportunities for career advancement while contributing to firm growth, and it entails leading engagements and mentoring junior staff. #J-18808-Ljbffr
$150k - $220k
...planning, estate planning, tax planning, risk... ...experienced and motivated Senior Financial Advisor to join... ...proven track record of leading client relationships and... ...throughout the wealth planning process to identify... ...associates across the wealth advisory team. Qualifications...SeniorTaxHigh net worthLocal areaRemote workFlexible hours- ...be a part of a dynamic wealth management team. We are... ...Together. JOB TITLE: SENIOR TRUST & WEALTH ADVISOR... ...brand and reputation. Leads the effort in the acquisition... ...clients to develop an advisory relationship and gather... ...plans, investments, taxes, insurance, cash flow,...SeniorTaxHigh net worthFull timeWork experience placementMonday to Friday
$80 - $120 per hour
...is hiring experienced Wealth Transfer Specialists on... ...trust structures, and tax-efficient asset transitions... ...on experience advising HNW/UHNW clients with the... ...estate planning, or trust advisory. Strong expertise in... ...tools. Collaborate with leading AI researchers and...TaxHigh net worthRemote jobHourly payPart timeWork at office10 hours per week- ...prestigious law firm in Wheaton, Illinois, seeking an Estate Planning Attorney / Senior Associate. This role demands 5-10 years of estate planning experience and focuses on sophisticated estate planning, tax strategy, and administration for high-net-worth clients. The position...SeniorTaxHigh net worth
- ...Mercor is seeking experienced Wealth Transfer Specialists to work with an AI research lab... ...evaluating model reasoning on trusts and tax strategies, and collaborating with researchers... ...tax planning knowledge, and direct experience with HNW clients. #J-18808-Ljbffr...TaxHigh net worth
$140k - $160k
...Senior Manager, Trust & Estate Tax (Remote | Midwest Preferred) There are roles where... ...intention. What You Will Lead Fiduciary Tax Expertise Prepare... ...multi‑generational wealth with technical precision and... ...clear communication Client Advisory & Relationship Stewardship...SeniorTaxHigh net worthWork at officeRemote work- ...A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers... ...initiatives Coordinate with external tax, legal, and advisory partners Assist with...TaxHigh net worthWork at office
- A respected firm is seeking a Senior Manager for Trust & Estate Tax. This remote role, with a Midwest preference, involves overseeing complex fiduciary tax returns and advising high-net-worth clients. Ideal candidates will have an active CPA and 8+ years of relevant experience...SeniorTaxHigh net worthRemote work
$85k - $110k
...Job Description Job Description Senior Tax Associate Senior Tax Associate Location... ...Opportunity We are a premier tax and advisory firm dedicated to the financial success... ...to execute legal tax minimization and wealth preservation strategies. Entity Structuring...SeniorTaxHigh net worthOngoing contractFull timeLocal area$127.7k - $269.3k
...Senior Tax Manager Your journey at Crowe starts here: At Crowe, you can build a meaningful... ...Senior Tax Manager to join our Lead Tax Services team. This role is ideal for... ...helping clients reach their goals with tax, advisory, risk and performance services. Crowe is...SeniorTaxLocal areaRemote workWorldwide$127.7k - $269.3k
...core part of our DNA across our audit, tax, and consulting groups. That's why... ...are seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This role is ideal... ...clients reach their goals with tax, advisory, risk and performance services....SeniorTaxLocal areaRemote workWorldwide$78.08k - $117.12k
...Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment, providing tailored financial solutions through excellent discovery skills...SeniorHigh net worth- ...accounting firm is seeking experienced tax professionals with deep technical... ...high-quality client service Lead tax planning, business consulting, and advisory engagements by evaluating transactions... ...and learning Mentor and develop Senior Associates and Managers in both technical...SeniorTaxHigh net worthLocal area
- ...seeking an experienced professional in Lisle, Illinois to provide advisory-based sales and relationship management for a diverse client... ...experience, preferably dealing with high-net-worth clients, and will lead strategic business initiatives and client engagement efforts. A...SeniorHigh net worth
$105.56k - $247.9k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert... ...opportunity has been created for a Senior Manager to join our high performing... ...has demonstrated experience leading the execution of engagements and is equally...SeniorTaxWork experience placementLocal areaRemote work- ...reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems... ...and fastest growing accounting and advisory firms in the industry ~ You will... ...our clients, from general accounting and tax planning to outsourced services and investor...SeniorTaxHigh net worthLocal area
- ...A modern accounting firm in Naperville, Illinois seeks a Senior Tax Accountant to manage various tax projects and ensure quality tax services. This role involves preparing and reviewing both federal and state tax returns while applying strong technical skills to deliver...SeniorTax
$80.7k - $121.1k
H&R Block is looking for a Senior Tax Strategist in Naperville, Illinois. This role involves managing federal tax returns, strategic tax planning, and mentoring tax team members. Candidates should have a Bachelor's degree and five years of related experience. Preferred...SeniorTax$72k - $145k
...purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we...TaxInterim roleWork at officeFlexible hours$152.2k - $251.4k
...Technology Advisory Consulting Senior Manager Your Journey at Crowe Starts Here: At Crowe, you can... ...core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...Advisory Consulting Senior Manager to lead complex technology advisory engagements...SeniorTaxWork at officeLocal areaRemote workWorldwide$110k - $180k
...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in... ...part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage...SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area$74k - $138k
A leading financial institution in Illinois seeks an experienced relationship manager to provide advisory-based sales and client solutions. You will develop business strategies, manage client relationships, and collaborate with experts to enhance service delivery. Ideal...Senior- ...Our top 20 Public CPA firm is seeking a Tax Manager to join our Private Client Services (PCS) practice. They are looking for a dynamic... ...One of the largest and fastest growing accounting and advisory firms in the industry flexibility to manage your days in support...SeniorTaxHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours
- As a wealth advisor you will work directly with the wealth management team to create comprehensive... ...potential client solutions Cultivate and lead client relationships to ensure we are... ...experience with fee-based consulting, tax, mutual funds, money manager programs, insurance...TaxHigh net worth
- ...services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business... ...flexibility and autonomy to build out the HNW - Individual Tax - Trust, Gift... ...(HNW) Tax Partner to join our leading public accounting firm. The...TaxHigh net worthLocal area
$151k - $203k
...anywhere in the US. Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level, delivering strategic financial... ...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory...SeniorTaxTemporary workLocal areaRemote workFlexible hours- ...Planning Primary Objective To lead the firm’s financial planning... ...comprehensive client advisory services, managing planning staff... ...driving strategic growth through wealth management, exit planning, and... ...and estate planning Tax optimization and cash flow management...SeniorTaxWork at officeWork from homeFlexible hours3 days per week
$90k - $160k
...A well-established financial institution is seeking a Wealth Advisor to join its high-performing wealth management team. This... ...customized financial plans including retirement, estate, investment, tax, and insurance strategies Collaborate with internal experts...TaxHigh net worthWork at officeLocal areaMonday to Friday- Gpac is seeking a Senior Associate for Trusts & Estates / Estate Planning in Naperville, Illinois. This role is ideal for a mid- to senior... ...estate planning and trust administration and be proficient in tax planning. The position emphasizes client service and...SeniorTaxHigh net worth
- Mercor is hiring a Wealth Transfer Specialist to contribute expertise on estate planning... ...wealth management and work directly with HNW/UHNW clients, providing critical feedback... ...while contributing to groundbreaking AI tools for financial advisory. #J-18808-Ljbffr MercorHigh net worthFlexible hours
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