Senior Tax Planning Advisor for High‑Net‑Worth Clients
$150k - $250kWall Street Alliance Group
Wall Street Alliance Group, an independent wealth management firm in New York, seeks an experienced CPA to lead tax planning for high net worth clients. This client-facing role collaborates with wealth advisors, estate attorneys, actuaries, and a CPA network. It offers a potential path to Vice President of the Financial Planning Division. The role focuses on planning, coordination, and reviewing recommendations for filings, with compensation in the $150,000–$250,000 range depending on #J-18808-Ljbffr Wall Street Alliance Group
- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
$80k - $95k
Senior Tax Associate - Private Client Services $80000 - $95000 per year | New York, NY | On-site | Permanent... ...accounting career by working with ultra-high-net-worth clients, hedge fund and private... ..., and vision insurance 401(k) plan and profit‑sharing program Flexible...SeniorHigh net worthPermanent employmentWork at officeLocal areaFlexible hours$385k
...Company by Top Echelon. Private Client Services Associate or Counsel... ...for an attorney to work with high-net-worth individuals on complex trust... ...in. ~ LL.M. and strong tax background required . ~5-7... ...in estate and tax planning for high-net-worth individuals...SeniorHigh net worthPrivate practiceWork at office- ...advisory firm is looking to add a Private Client Tax Partner to its New York Metro practice... ...specifically open to accomplished Tax Senior Managers and Tax Directors who are... ...who has built a strong career advising high-net-worth individuals, families, entrepreneurs and...SeniorHigh net worthFull timeFor contractorsPrivate practice
- ...Accounting Search in New York City seeks an Associate Attorney for its Private Client Services Practice Group. The role focuses on trust and estate matters for high-net-worth individuals, including sophisticated will and trust drafting and estate administration through...SeniorHigh net worthPrivate practice
$125k - $200k
...are seeking a technical tax professional to join... ...resource to partners and client service teams, providing... ...opportunity to join a high-performing, high-growth... ...estate practiceSupport tax planning and consulting... ...companies, as well as high net worth individuals, family offices...SeniorHigh net worthFull timeWork at officeLocal area$150k - $210k
...for:Review of international tax compliance forms such as Forms... ...positionsCollaborate with the Private Client Services and Trust & Estate... ...and activitiesDevelop tax planning opportunities arising from... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthFull timeFixed term contractLocal area- ...The private client services role is with a prominent AmLaw 100 firm... ...trust and estate matters for high-net-worth individuals and collaborate... ...waivable, an LL.M. with strong tax background, and 5–7 years of experience in estate and tax planning. Strong drafting,...SeniorHigh net worth
- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...SeniorHigh net worthFull time
$55k - $151.47k
...Partner Tax Preparation Advisor Senior Associate The Opportunity As a Partner Tax Preparation... ...will provide personalized tax planning and compliance services to high-net-worth individuals and privately-... ...advice and guidance to clients, helping them navigate complex...SeniorHigh net worth$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful... ...a long-term client service/operations role supporting ultra-high-net-worth client onboarding and transitions. What You’ll Do...SeniorHigh net worthWork at officeRemote workMonday to Friday- Jobot, a highly regarded law firm in New York, seeks an experienced Trusts & Estates... ...role involves sophisticated estate planning, trust and estate administration, tax matters, and related private-client work with high-net-worth clients and seasoned attorneys. Requirements...SeniorHigh net worthWork at office
- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- ...well-established regional CPA firm based in Woodbury, NY, seeks a Tax Senior Manager/Tax Manager to join its Private Client Group. This hands-on tax compliance role serves a sophisticated high net worth clientele, with meaningful ownership of client relationships under...SeniorHigh net worthWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...consulting services to our high net worth clients. Significant... ...directly with clients and their advisors Communicates with... ...developmentsIdentifies tax planning and consulting opportunitiesParticipates...SeniorHigh net worthWork at office
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...deadlines, and deliverables.Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- Distinct | North America is seeking a Tax Senior Manager in NYC to own key client relationships, lead complex tax engagements and mentor... ...partners, and help clients navigate compliance and planning with a focus on high-net-worth and entrepreneurial businesses. #J-18808-...SeniorHigh net worthRemote job
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...expertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.Possess...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Are you an experienced tax professional with a passion... ...exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family... ...'ll serve as a trusted advisor to successful... ...financial, and wealth planning needs. In this role, you...SeniorHigh net worthFull timeContract workWork at office
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and...SeniorHigh net worth
- ...Summary:Private Client Services at BDO... ...firm. Offering a high touch approach,... ...experience serving high net-worth individuals,... ...complicated tax and financial structures... ...life insurance planning.A Tax Experienced Senior, Private Client... ...and their advisors to gather information...SeniorHigh net worthPrivate practiceWork at office
- WithumSmith+Brown, PC is seeking a Tax Senior to lead all aspects of tax engagements from our Columbia, MD... ...supervise staff, mentor juniors, and build lasting client relationships while handling complex returns and planning opportunities. The role requires CPA-trajectory,...Senior
- ...Tax Senior Associate – Private Client Tax New York Metro | Hybrid If you're working in public accounting... ...through structures. Supporting high-net-worth individuals, families and business... ..., projections and year-round planning. Reviewing financial information...SeniorHigh net worthPrivate practice
- ...established accounting and advisory firm to add a Senior Manager to its Family Office practice in... ...Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting, tax, financial planning, and family office services while guiding...SeniorHigh net worthWork at office
$127.9k - $291.9k
...Function: Business Tax Services (BTS)... ...side with a range of clients from our most venerable... ...needs of the high-net worth tax industry. The... ...responsibilitiesA Senior Services Manager in... ...responsibilities, from technical planning and advising of... ...as a trusted advisor to maintain and...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced... .... In this role, you’ll provide strategic tax planning, compliance, and advisory services to high-net-worth individuals and families, helping them...SeniorHigh net worthLocal area
$75k - $105k
Aldrich is seeking a Senior Client Services Specialist, Family Office to support ultra-high-net-worth client relationships in a remote work setting. Responsibilities include managing client accounts, onboarding, and supporting alternative investments while providing exceptional...SeniorHigh net worthRemote jobWork at office- JPMorgan Chase & Co. is seeking a high‑caliber EEATeam Lead for the... .... You will advise Ultra High Net Worth clients on wealth management,... ...and retaining a local Client Advisor team and partnering with leadership to execute the market plan. You will lead by example, coaching...SeniorHigh net worthLocal area
- ...About the Opportunity A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on trusts and estates. Responsibilities...SeniorHigh net worthFull timeWork at office
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career... ...experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours
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