Senior Tax Strategist for Wealth & Estate Planning
The Mather Group
The Mather Group in Dallas, TX is seeking a Tax Senior Associate to advance tax compliance, planning and client service for high net worth individuals and businesses.
You will lead tax return reviews, develop strategies, mentor Tax Associates, manage timelines, and collaborate with client service teams to deliver accurate, timely guidance and growth opportunities.
This role emphasizes independence, urgency, and ongoing professional development in a fast‑paced advisory practice.
#J-18808-LjbffrVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategist for Wealth & Estate Planning in Dallas, TX vacancy
- ...services including holistic financial planning, tax and estate planning services via trusted 3rd... ...and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of... .../projects within and across Wealth Management Advice & Solutions (WMAS...SeniorTaxTemporary workWork at officeHome officeFlexible hours
Edward Jones
Dallas, TX3 days ago - Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high net worth... ...retention, developing and delivering advanced estate, tax and financial planning strategies, and ensuring financial solutions are...SeniorTax
- ...experienced professionals – including wealth planners, tax advisors, estate attorneys, and other experts –... ...holistic, personalized wealth planning and family office solutions. This... ...family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private...SeniorTaxWork at officeLocal area
Rockefeller Financial
Dallas, TX4 days ago - ...SENIOR WEALTH STRATEGIST This position may work from our Nashville, Dallas, Summerville, or Sarasota... ...integrated solutions across trust and estate administration, retirement and custodial... ...ensure seamless execution of complex planning strategies, with a focus on preserving...SeniorTemporary workH1bWork at officeLocal areaFlexible hours
Carr Riggs & Ingram
Dallas, TX2 days ago - Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate new business through partnerships across the family of companies and assist...SeniorWork at office
- Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies...SeniorTax
$101.2k - $129.03k
Job-ID: 116167Category: Specialty Tax - Personal Financial ServicesLocation... ...: 2026-10-16As the Private Wealth Services Tax Senior Associate, you’ll perform compliance... ...complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth...SeniorTaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Dallas, TX6 days ago$102k - $208k
DescriptionSummary:The Wealth Strategist III is responsible for delivering Huntington Private... ...succession, transactional advisory, estate, and financial plans to high net worth clients.Ensuring... ...knowledge on estate planning, tax planning, and financial planningCompetency...TaxFull timePrivate practiceWork at officeRemote workWork from homeFlexible hoursCadence Bank
Dallas, TX7 days ago- ...Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning & Compliance to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance functions. The role collaborates with internal teams and external advisors...Senior
Ultipro
Dallas, TX2 days ago - ...Job Description Merrill Wealth Management is a leading... ...management, including planning for retirement, education... .... The Private Wealth Strategist, part of Merrill’s Strategic... ...aligning financial and estate strategies with their... ...individuals. Strong Tax, legal research and writing...TaxPrivate practiceWork at officeWork from homeShift workDay shift
Bank of America
Dallas, TX2 days ago - Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive...Senior
- ...Recruitment Solutions is partnering to place a Senior Trust & Estates Tax Paralegal in a fully remote role supporting a sophisticated Private Wealth practice. The ideal candidate has deep... ..., and advisors on complex wealth planning and estate matters while handling multi...SeniorTaxPrivate practiceRemote work
LHH
Dallas, TX10 hours ago $159.97k - $188.2k
...from Day One. Job Description The PWM Wealth Strategist is responsible for working with... ...relationship team to meet all of client's wealth planning, estate planning and wealth transfer needs.... ...matter expert in estate and income tax planning, protection planning, business...TaxTemporary workWork experience placementLocal area- ...Merit Advisors, LLC is seeking a tax consultant who thrives on autonomy and delivers exceptional client service in a dynamic environment. You will manage client engagements, plan for sales and use tax issues, and provide high-level tax analysis with support from a collaborative...SeniorTax
Merit Advisors, LLC
Dallas, TX2 days ago - ...Senior Wealth ManagerDallas, Texas, United StatesAbout the JobPosition: Senior Wealth ManagerLocation: Dallas... ...development efforts.Provide holistic financial planning, including investment strategy, tax, retirement, estate, insurance, and charitable giving.Analyze...SeniorTaxFull time
Highspeed Staffing Inc
Dallas, TX5 days ago - ...Senior Estate and Tax SpecialistThe Senior Estate and Trust Specialist deepens client relationships... ..., delivers exceptional estate and tax planning services to Vanguard's highest-net-... ...most complex clients, and influences wealth planning strategy. This role serves as...SeniorTax
Vanguard Services Inc
Dallas, TX4 days ago - ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams... ...success by providing financial planning solutions using our time-tested... ...related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...SeniorTaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
Vanguard
Dallas, TX6 days ago $124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...an Asset & Wealth Management Tax Senior Manager, you will play a pivotal... ...-compliance through strategic tax planning- Crafting and conveying clear,...SeniorTaxFull timeH1bPwC
Dallas, TX6 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal areaPwC
Dallas, TX5 days ago- ...team at one of the worlds top tax firms. Enjoy a collaborative,... ...net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory servicesLead... ..., and multi-generational wealth planningBuild, manage, and...SeniorTaxWork at officeLocal area
KPMG
Dallas, TX7 days ago - ...to institutional investors, private wealth clients and financial intermediaries... ...deeply personalized. The SVP, Wealth Strategist, Director of Planning & Compliance serves as a trusted... ...prospects across cash flow, retirement, estate, tax, wealth transfer, philanthropy, risk...TaxWork at officeVisa sponsorship
$90k - $130k
Senior Trust & Estates Tax Paralegal | Fully Remote | $90K-$130K+ LHH Recruitment Solutions is partnering... ...supporting a sophisticated Private Wealth practice. This is an exceptional... ...fiduciaries on complex estate and wealth planning matters. What You’ll Do Prepare...SeniorTaxPrivate practiceLocal areaRemote work$240k
...Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year... ...Job Purpose As a Senior Wealth Advisor, you will work... ...will create comprehensive wealth plans that include a coordinated financial... ...experience with fee-based consulting, tax, mutual funds, money manager...SeniorTaxFull timeWork experience placementLocal areaHUB International
Dallas, TX1 day ago$200k - $250k
Join to apply for the Senior Wealth Advisor role at District Partners... .... The firm offers top-tier planning, investment, and technology... ..., financial planning, tax, estate, charitable giving, and risk... ...planning teams, investment strategists, trust & estate specialists...SeniorTaxImmediate start- ...RSM US LLP seeks a seasoned Tax Partner to lead engagement execution for family office and multi-family office clients, driving complex tax strategy and compliance. You will mentor teams, develop new business, and deepen client relationships across regions. The role...SeniorTaxWork at office
RSM US LLP
Dallas, TX2 days ago - ...Tax Senior / Tax ManagerLocation: Las Colinas, Irving, TX (Toyota Music Factory Area) Schedule: Hybrid – Monday & Tuesday onsite |... ...The firm provides integrated tax, accounting, consulting, and estate planning services with a relationship-driven and client-focused...SeniorTaxRemote workMonday to FridayFlexible hours
Kaav Inc.
Irving, TX4 days ago - ...Description What is the opportunity? As a Wealth Strategist, your role will be focused on... ...and driving the adoption of financial planning as part of the core client experience,... ...worth clients, such as: complex financial, estate, gift and charitable planning, personal...SeniorFull timeTemporary workWork at officeFlexible hours
- ...Description J.P. Morgan Asset & Wealth Management delivers industry-... ...The Global Trusts & Estates Practice is an integral part of... ...estate of the decedent for estate tax purposes. JP Morgan Chase... ...recognized for our succession planning, advice and trust services....SeniorTaxLocal area
JPMorgan Chase & Co.
Dallas, TX20 days ago - ...investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help... ...seeking a high-performing, growth-oriented Senior Associate Advisor to step into a critical...SeniorTaxFull timeContract workPart timeFor contractorsInternshipFlexible hours
$117.5k - $222.99k
...Summary: Milliman MedInsight is seeking a Senior Product Strategist to lead product strategy and... ...offerings. This role translates health plan customer needs, market trends, and client... ...contributionsFlexible Spending Accounts (FSA) - Pre-tax savings for dependent care,...SeniorTaxFull timeWork experience placementRemote workFlexible hoursMilliman
Dallas, TX5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategist for Wealth & Estate Planning. Be the first to apply!
Related searches
- design strategist Dallas, TX
- digital strategist Dallas, TX
- brand strategist Dallas, TX
- technology strategist Dallas, TX
- communications strategist Dallas, TX
- investment strategist Dallas, TX
- media strategist Dallas, TX
- account strategist Dallas, TX
- senior strategy consultant Dallas, TX
- business strategist Dallas, TX