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Senior Tax Planning Advisor for High‑Net‑Worth Clients

$150k - $250k

Wall 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

Vacancy posted 2 days ago
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