Senior High-Net-Worth Tax Principal
Baker Tilly US
Baker Tilly US is seeking a High Net Worth Tax Principal in San Francisco to lead compliance and consulting services for wealthy individuals and families. The ideal candidate will possess a CPA or JD, with over 10 years of experience in tax planning and a successful track record in public accounting. You will mentor staff and manage complex tax engagements, ensuring exceptional client service and strategic consulting. This role provides a unique opportunity to join one of the fastest-growing firms in the U.S. #J-18808-Ljbffr Baker Tilly US
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior High-Net-Worth Tax Principal in San Francisco, CA vacancy
- ...management firm seeking an experienced Senior Wealth Manager to lead complex client relationships... ...to support affluent and ultra-high-net-worth clients. This position offers a collaborative... ...needsLead financial planning across tax, estate, retirement, insurance, and...SeniorTaxHigh net worthFlexible hours
- ...A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff...SeniorTaxHigh net worthRemote work
Jobot
San Francisco, CA1 day ago - ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ...a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...PrincipalSeniorHigh net worth
$220k
...HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San... ...independent CPA firms is looking for a Senior Tax Manager with a clear path to partnership... ...your corner with you. You’ll work with high-net-worth individuals and families ($20M to $1B+)...SeniorTaxHigh net worthFaycroft Search
San Francisco, CA1 day ago- ...between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans....SeniorTaxHigh net worth
DELAGNES, LINDER & DUEY, LLP
San Francisco, CA3 days ago - ...Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered. Responsibilities: Review complex... ...years experience ~ Recent or current experience servicing High Net Worth and/or Family Office clients ~ Proficient with use of GoSystem...SeniorTaxHigh net worthWork at office
Spartan Placements LLC
San Francisco, CA4 days ago - BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...SeniorTaxHigh net worth
- Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping...SeniorTaxHigh net worth
- BCG Attorney Search seeks a Senior Trusts And Estates Attorney in San Francisco, CA. The ideal candidate has a JD and at least 10 years’ experience with high-net-worth trusts, estate planning, and tax considerations. The role focuses on complex wealth transfer strategies...SeniorTaxHigh net worth
- ...Baker Tilly Advisory Group, LP, a leading advisory and tax firm, seeks a High Net Worth Tax Managing Director to lead a growing private wealth practice in the United States. You will oversee complex tax planning for wealthy individuals, families and family offices, delivering...SeniorTaxHigh net worthPrivate practice
$150k - $210k
...What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international tax... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeFixed term contractLocal area- ...to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated... ...advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and...SeniorTaxHigh net worth
$140k
A respected advisory and accounting firm seeks a Sr. Tax Associate in San Francisco. The role, offering a competitive salary of... ...public accounting and an active CPA license. You'll work with high-net-worth clients on complex tax matters and have a hybrid schedule. This...SeniorTaxHigh net worth- Jobot, based in California, is seeking a Senior Tax Manager with 7+ years of public accounting experience serving ultra-high-net-worth individuals. The role is hybrid and located in San Francisco or San Jose, with a strong client base including pre-IPO and executives. Candidates...SeniorTaxHigh net worth
$210k - $250k
...The role requires designing and drafting irrevocable trusts, managing trust administrations, and expertise in Federal and California tax law. Candidates should have at least 5 years of relevant experience, a Juris Doctorate, and be an active member of the California State...SeniorTaxHigh net worth- ...autonomy to reach your goals.We are seeking a Senior Associate to join the Financial Services... ...is one of the largest accounting, tax, and business advisory firms, with approximately... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-...SeniorTaxHigh net worthFull timeLocal area
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorTaxHigh net worthWork at office- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...US - one where you will be the "go to" high net worth tax expert?Are you inspired to lead a practice... ...Tilly (BT) as a High Net Worth Tax Principal! Our private wealth practice recognizes...PrincipalTaxHigh net worthFull timePrivate practiceLocal areaWorldwide
$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeWork at officeLocal area- ...a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients and grow the practice through referrals,... ...Mercer’s in-house experts in portfolio management, tax, and estate planning. The role requires strategic...SeniorTaxHigh net worth
- ...is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree... ...include onboarding clients, providing investment and tax planning advice, and managing client relationships....SeniorTaxHigh net worth
- Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our High Net Worth Seattle/San Francisco tax practice. You will lead engagements for wealthy individuals, families, and family offices, focusing on estate, gift, trust, and international tax planning...SeniorTaxHigh net worth
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities... ...professionals by training and working together to serve our high net worth clients with timely responses to their needsSupervises...SeniorTaxHigh net worthWork at office
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits...PrincipalTaxHigh net worthFull timePrivate practiceLocal areaWorldwide
- ...active globally-they provide comprehensive tax, financial and consulting services. The... ...worldwide. They are seeking an on-site Senior Tax Accountant , capable of rapid... ...quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations,...SeniorTaxHigh net worthFull timeWork at officeWorldwide
Res Consultant Group / Recruiting Edge Staffing
San Francisco, CA4 days ago $135k - $230k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...and Private Client services. This Tax Senior Manager role will be based out of one of... ...time: Leading the review of complex high-net-worth individual, fiduciary, gift and estate and...SeniorTaxHigh net worthFull timeLocal area- Senior Trusts And Estates Attorney Job Overview: A distinguished law firm based in San... ...comprehensive trust administration matters for high-net-worth clients Draft a wide range of estate... ...other attorneys and advisors on complex tax and fiduciary issues Maintain compliance...SeniorTaxHigh net worth
- ...family office, is seeking a Family Office Accountant to support High‑Net‑Worth individuals and related entities. You will maintain financial... ..., oversee bookkeeping, prepare reporting, and coordinate with tax advisors to ensure timely information. Ideal candidates have 5...SeniorTaxHigh net worthWork at office
- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance... ..., and Corporations). This role involves high-level technical review, tax planning,... ...sophisticated tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered...SeniorTaxHigh net worth
PRO SOLUTIONS GROUP INC.
San Francisco, CA3 days ago - Krohn, Watters & Hicks, LLP in San Francisco, CA seeks a Senior Tax Accountant for full-time, hybrid work. You will handle tax compliance and preparation for closely-held businesses and high-net-worth individuals, ensuring accurate filings and proactive tax planning. The...SeniorTaxHigh net worthRemote jobFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High-Net-Worth Tax Principal. Be the first to apply!
Related searches
- senior technical analyst San Francisco, CA
- senior associate attorney San Francisco, CA
- senior developer San Francisco, CA
- sr industrial security specialist San Francisco, CA
- senior aws cloud engineer San Francisco, CA
- senior manager business development San Francisco, CA
- remote senior salesforce administrator San Francisco, CA
- senior control systems engineer San Francisco, CA
- senior clinical trials manager San Francisco, CA
- senior marketing operations manager San Francisco, CA