Senior Tax & Wealth Planning Associate
Talnt
Talnt is seeking a Senior Associate for its New York team, focused on high-net-worth tax within a wealth management context. You will work on sophisticated individual, business, trust, and fiduciary returns while advising clients on broader financial matters. You will plan ahead, coordinate with attorneys and advisors, manage client relationships, and contribute to engagement economics, billing, and profitability throughout the year. #J-18808-Ljbffr Talnt
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorTaxWork at office
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorTaxWork at office
- A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra-high-net-worth... ...allocation, wealth simulations, income tax planning, estate planning, and risk...SeniorTax
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and... ...clients, adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr...SeniorTax
- 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
$200k - $260k
## Senior Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted Todaytime... ...clients to develop and implement wealth planning as part of CIBC Private Wealth’s... ...clients understand their estate planning, tax planning, philanthropic vehicles, life...SeniorTaxRemote work$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ...in‑house services spanning investment management, advanced tax planning, and multi‑generational wealth strategies. This opportunity...SeniorTaxRemote jobFull timeWork at officeFlexible hours- Vaco by Highspring in New York City is seeking an experienced Tax Planning Specialist to deliver high‑quality strategic tax guidance for clients and work with financial planners on tax strategies, projections, and compliance. The role requires a CPA or EA, 7+ years of...SeniorTax
- Cerity Partners in New York seeks a Senior Associate for our wealth management team. You will prepare and review personal, business and fiduciary tax returns, including multi-state filings, and provide tax planning and planning projections for clients. You will also handle...SeniorTax
$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development... ...sales executive role. As a senior member of the Northern Trust... ...approach to wealth management planning. With the support of our local... ...of wealth transfer and tax planning strategies. And you'll...SeniorTaxLocal areaFlexible hours$80k - $160k
...professional with a passion for financial planning? The GS PFO planning advisory team are... ...financial planning solutions, including tax planning and preparation, estate planning... ...this role.OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients...TaxFull timeTemporary workPart timeWork at office$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key... ...institutions, and other entities. As a senior member of the team, you will... ...approach to wealth management planning. You will identify prospective... ...of wealth transfer and tax planning strategies, and check...SeniorTaxLocal area- Capital Group in New York is seeking an Associate Wealth Planner II to support Private Wealth Advisors... ...rigorous analyses and tailored wealth planning guidance. You will work with PWAs to... ...circumstances and goals, applying asset allocation, tax, retirement, and estate planning...Tax
- ...service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position...SeniorTax
- ...partnering with a highly respected global wealth management firm to hire a Wealth Advisor... ...book and deliver comprehensive financial planning and investment solutions. The role requires... ..., cross-team collaboration with estate, tax and lending specialists, and a...SeniorTax
- Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and...SeniorTax
- Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship... ...and endowments, delivering integrated wealth solutions. You will mentor junior staff... ...implementation, coordinate wealth planning with tax, estate, and philanthropic goals, and...SeniorTax
- ...Financial Services Tax Practice Senior ManagerA career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...and business conduct.The OpportunityAs part of the Asset and Wealth Management team you are expected to join a growing team with...SeniorTaxLocal areaOverseas
- ...Job Description The senior wealth advisor position at Mariner will lead... ...create comprehensive wealth plans that include a coordinated financial... ...levels Train and mentor associates across the wealth advisory... ...with fee-based consulting, tax, mutual funds, money manager...SeniorTax
- ...beneficiaries Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and... ...guardianship proceedings Draft ancillary estate planning documents Provide training and feedback... ...other paralegals in the New York Private Wealth Group Create and maintain effective...SeniorTax
$77k - $214k
Industry/SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients...SeniorTaxFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you analyze complex problems,...SeniorTaxFull timeH1b- Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with... ...with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis,...SeniorTax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Investment Company (RIC) - Senior Manager, you will focus on providing... ...and guidance to clients on tax planning, compliance, and strategy within our...SeniorTaxFull timeH1b$150k - $200k
...Tax Planning Specialist Location: Onsite NYC Salary: $150,000-200,000 plus equity About the... ...Our client is building a next-generation wealth platform that uses technology to... ...but not limited to traits historically associated with race such as hair texture and hair...SeniorTaxFor contractorsWork at officeLocal area$174k - $261k
...stronger community of associates united by our mission.... ...“I can succeed as the Senior Trust, Estate & Fiduciary... ...offering comprehensive wealth management, and overseeing... ...as a trust and estate planning attorney but do away... ...advisors, and our internal tax, legal, trust and...SeniorTaxFull timeTemporary workWork at officeLocal areaFlexible hours- ...a future team member for the role of Senior Director to join our Wealth Services Compliance team, supporting... ...client-specific requirements such as tax management, portfolio customization,... ...terms and conditions of the applicable plans then in effect, eligible employees may...SeniorTaxWorldwideFlexible hours
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...and defining their financial planning and investment needs and objectives.... ...able to advise on investment strategy, tax planning, retirement planning, estate planning...SeniorTaxWork at officeImmediate start- ...Tax Planning Specialist At Range, we're building towards a world where anyone can live the financial life they imagine for themselves... ...part of, let's create it together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all...SeniorTaxWork at officeLocal areaRelocationMonday to Friday
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer... ...sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE... ...loss harvesting to enhance tax efficiency, portfolio customization... ...employees in saving and planning for retirement, offer financial...SeniorTaxFull timeTemporary workWork at office
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