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
- ...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
- 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
$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 worth- ...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
- ...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
- 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
$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- 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
- ...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
- ...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
$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- 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
- LeoForce's tax practice seeks an UHNW Senior Tax Manager (CPA required) to lead complex returns and proactive planning for ultra-high-net-worth individuals. The role demands 7+ years in public accounting and a California CPA license, with hybrid work in San Francisco or...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$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- ...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
- ...Advisors seeks a Wealth Advisor and Relationship Manager to lead a book of high-net-worth clients in San Francisco. You quarterback all facets of their financial lives, from equity compensation and tax strategy to investment management and generational planning, partnering...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
- ...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
- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving...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
$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- ...experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a Bachelor's degree in...SeniorTaxHigh net worthWork at office
$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,000.00 - $200,000.00 per year Note: This is a remote role, but the... ...closely held companies, family businesses, entrepreneurs, and high-net-worth individuals across California and beyond. With decades of...SeniorTaxHigh net worthWork at officeRemote workRelocationFlexible hours$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Consider joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the... ...tax matters in the state and local, high net worth, international, research and development...SeniorTaxHigh net worthFull timeLocal areaWorldwide$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of...SeniorTaxHigh net worthFull timeH1b$77k - $214k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team...SeniorTaxHigh net worthFull timeH1b- ...In-Office Classification Paralegal Summary The Senior Trusts & Estates Paralegal must have at least five... ...in Trusts & Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally...SeniorTaxHigh net worthHourly payRemote work
- ...their financial goals through proactive tax planning, consulting, and... ...consult with closely-held businesses and high-income, high-net worth individuals and their related trusts,... ...This is a full-time, hybrid role for a Senior Tax Accountant, located in San Francisco...SeniorTaxHigh net worthFull timeWork at officeWork from home
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