Senior Tax Advisor - High Net Worth Planning (Hybrid)
BreakPoint Talent
BreakPoint Talent is a boutique search firm partnering with a financial services client in Great Neck, NY. The role is hybrid, requiring three days on-site and two days remote, with a focus on proactive tax planning for high net worth individuals and entities. You will own client relationships, work directly with leadership, and see the planning side of tax. CPA-eligible candidates with 3+ years in high net worth taxation are encouraged to apply. #J-18808-Ljbffr BreakPoint Talent
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...Description Title: Tax Senior Associate, Private Client... ...: New York, NY (Hybrid) ABOUT THE COMPANY:... ...management services from tax planning and audits to the most... ...: We are seeking a highly skilled and motivated... ...tax services to high-net-worth individuals, trusts,...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area$100k - $150k
...owners, professionals and high net worth families. The firm's... ..., estate and tax planning and preparation, insurance... ...'s Top Financial Advisors by several publications... ...immediate opening for a Senior Tax Associate . Our... .... This is a hybrid position: 2 days in office...SeniorHigh net worthWork at officeLocal areaImmediate startRemote work$85k - $125k
...read first: this role is hybrid in Great Neck, NY, three... .... The firm focuses on tax planning and wealth management for high net worth individuals and privately... ...and serve as a trusted advisor Conduct tax research and... ...are further along than a Senior, we still want to hear...SeniorHigh net worthWork at officeRemote work3 days per week- GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in a fiduciary,... ...comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal...SeniorHigh net worth
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...Feldman is seeking a Senior Tax Staff Accountant, ideally... ...role operates on a hybrid schedule out of our White... ...tax research and planning, as needed, to solve client... ...that may include net worth statements, cash flow... ...in a similar role is highly preferred Experience...SeniorHigh net worthWork experience placementWork at officeLocal area- ...respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax... ...and corporate tax returns Provide tax planning and advisory services Build and maintain... ...businesses, privately held companies, and high-net-worth individuals. They're looking for a relationship...SeniorHigh net worth
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The Opportunity As a Partner Tax Preparation Advisor Senior Associate, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Within our Tax practice, you will focus on delivering strategic advice...SeniorHigh net worthH1b$150k - $250k
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...are partnering with a highly respected Top 10... ...division is seeking a Tax Family Office Senior Associate to join its... ...tax compliance, tax planning, financial administration... ...administration services to high-net-worth individuals and... ...serving as a trusted advisor Collaborate with...SeniorHigh net worthWork at officeFlexible hours$90k - $125k
...Senior Tax Staff Accountant Gelfand, Rennert & Feldman... ...role operates on a hybrid schedule out of our White... ...tax research and planning, as needed, to solve client... ...that may include net worth statements, cash flow... ...in a similar role is highly preferred Experience...SeniorHigh net worthWork experience placementWork at officeLocal area- ...Description Job Description Most Senior Tax roles have you preparing... ...' financial lives. A highly respected wealth management... ...position—you'll serve as a trusted advisor to high-net-worth individuals and families, working across tax planning, financial administration,...SeniorHigh net worthWork at office
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## Senior Tax AssociateApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full... ...your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a... ...development of quality, practical income tax planning services. Working within a small...SeniorHigh net worthPermanent employmentTemporary workWork experience placementWork at officeFlexible hours- ...based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience.... ..., supporting sophisticated tax planning initiatives, and collaborating with... ...business development responsibilities. Hybrid NYC role with strong work/life...SeniorHigh net worthWork at office
- Overview Senior Tax Accountant - Manhattan CPA Firm. Do all the sophisticated... ...firm in a more personalized, high-energy, positive environment.... ..., Investment Entities, High Net-Worth Individuals, Fiduciary... ...Non-Profits. Assist with Tax Planning and Projections. Conduct tax...SeniorHigh net worthImmediate start
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..., growth-focused accounting, tax, and advisory firms. Our mission... ...seeking an experienced Tax Senior to join its growing team.... ...assist with tax compliance, tax planning support, client communications... ...closely held businesses and high-net-worth individuals. Exposure to tax...SeniorHigh net worthLocal areaFlexible hours$80k - $90k
Senior Tax Associate The Senior Tax Associate will support the tax planning and compliance functions for ultra‑high‑net‑worth individuals and their families, with a focus on financial services clients such as hedge funds, private equity, and other investment‑related individuals...SeniorHigh net worthFull timeLocal areaFlexible hours3 days per week- Philadelphia, PA | Hybrid | Am Law 100 Firm 6+ Years of Experience | Competitive Am... ...attorney to work on sophisticated estate planning, wealth transfer, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and...SeniorHigh net worthPrivate practiceWork at office3 days per week
- New York City, Hybrid (2 days in office / 3 days remote) An established... ...RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net-worth clients and families in a... ..., investment strategy, tax, estate, risk, cash flow, and...SeniorHigh net worthWork at officeRemote work
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...Senior Tax Associate – Manhattan / Remote $100,000–$110,000 | Hybrid or Remote | 55-Hour Max Busy Season If you’re working in Public Accounting and wondering whether... ...ideally be focused on either: Entity taxation High-Net-Worth individuals Or a combination of both You’ll...SeniorHigh net worthWork at officeLocal areaRemote work$150k - $250k
...Step into a senior-level role handling... ...estate planning and taxable estate... ...with clients on high-value, complex... ...expertise in estate tax planning,... ...planning. Enjoy a hybrid work... ...Advise high-net-worth individuals and... ...professionals, and other advisors on complex planning...SeniorHigh net worth- New York / New Jersey | Hybrid or Remote Considered A sophisticated... ...seeking an experienced Senior Estate Planning Paralegal to work... ...estate and gift tax planning for high-net-worth families. Our practice offers... ...accountants, financial advisors, valuation professionals...SeniorHigh net worthFull timeContract workPart timeWork at officeRemote workFlexible hours
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...Job Title Support the planning and execution of high-touch client events and experiences... ...high-profile clients, senior stakeholders and external... ...the expectations of high-net-worth clients. Proficiency in... .... Experience Level: AssociateWorkplace Type: Hybrid...SeniorHigh net worthWork at officeWeekend workAfternoon shift$145k
...deliver comprehensive planning, and build long‑term... ...seeking an experienced Senior Financial Advisor to join our growing... ...wealth management to high‑net‑worth individuals and families... .... We operate on a hybrid schedule (2 days in‑office... ...strategies spanning: Tax planning Estate and...SeniorHigh net worthWork at officeRemote workFlexible hours
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