Tax Senior, Private Client Services for HNW Estates
BDO USA Experienced Career Site
A leading financial services firm, based in St. Louis, seeks a Tax Senior in Private Client Services, responsible for tax compliance and consulting for high net-worth individuals and families. Ideal candidates have a Bachelor's degree, CPA certification, and at least two years of relevant experience. This role involves preparing complex tax returns and providing strategic advice, requiring strong communication, leadership, and technical skills. A collaborative work environment with mentorship opportunities is offered. #J-18808-Ljbffr BDO USA Experienced Career Site
- A leading financial services firm in St. Louis seeks a Tax Senior for Private Client Services. The role involves preparing complex tax returns for high net-worth individuals and provides opportunities to enhance client relationships and engage in consulting services. Candidates...SeniorTaxPrivate clientHigh net worth
- Thompson Coburn seeks an attorney with 6+ years of experience to join its Private Client practice in St. Louis, focusing on tax and estate planning for high-net-worth individuals and families. You will draft and review estate documents, shareholder agreements, advise on...SeniorTaxPrivate clientHigh net worthPrivate practice
- RubinBrown, a leading accounting firm in St. Louis, is seeking a Private Client Services Tax Manager to deliver exceptional service to high net worth individuals and business owners. This role requires a CPA and a bachelor’s degree in Accounting, along with five or more...SeniorTaxPrivate clientHigh net worth
- A prominent financial services firm seeks a Tax Consultant to join their Private Client Services team in St. Louis, Missouri. The role involves preparing complex tax returns and engaging with high-net-worth clients. Candidates should possess a Bachelor's degree in relevant...SeniorTaxPrivate clientHigh net worth
- Lathrop GPM LLP in St. Louis seeks an associate for its Private Client Services group. The ideal candidate has at least two years of estate planning experience and a strong interest in family, financial, business and tax matters, including gift and estate tax planning,...TaxPrivate client
- ...actively seeking an associate to join our Private Client Services practice group in St. Louis .... ...need to have a minimum of two years of estate planning experience. The ideal candidate... ...clients’ family, financial, business and tax matters, including gift and estate tax...TaxPrivate clientHigh net worthPrivate practice
$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for... ...providing tax and consulting services to business clients with pass through entities... ..., which may include estates, trusts and charitable entities... ...and/or public accounting, private industry accounting or...SeniorTaxPrivate clientHigh net worthWork at office$84k - $110k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have... ...Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable...SeniorTaxPrivate clientHigh net worthPrivate practiceWork at office$93k - $163k
...provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust... ...collaborate to ensure each client’s financial journey is uniquely... ...Client Advisor II, III & Senior job and contemplates a wide...TaxPrivate clientHigh net worthFull timeShift work- ...Associate Attorney to join its Private Client practice in St. Louis. This is... ...a sophisticated trusts and estates practice with seasoned peers for... ...strategies, and fiduciary income tax planning, along with document drafting and client service. #J-18808-Ljbffr Permanent...TaxPrivate clientHigh net worthPermanent employmentPrivate practice
- ACC Recruiters seeks an experienced estate planning attorney for a highly regarded Missouri law firm. You will advise high-net-worth individuals... ...owners on sophisticated estate planning, wealth transfer, and tax strategies, with opportunities to deepen technical expertise and...SeniorTaxHigh net worth
- Armanino LLP in St. Louis seeks a Tax Senior Manager to lead private client advisory engagements, including high-net-worth individuals, trusts, and closely held businesses. You will review returns, provide strategic tax planning, and supervise a team. The role requires...SeniorTaxPrivate clientHigh net worth
- ...Search is seeking an associate attorney to join its Private Client practice group in St. Louis, Missouri, focusing on estate planning, wealth transfer strategies, and... ...assisting with estate and trust administration, tax planning, and drafting and reviewing legal documents...TaxPrivate clientPrivate practice
- ## Tax Senior Manager, Private Client AdvisorsApplylocations: St. Louis, Missouritime type: Full timeposted... ...businesses (pass through entities), trust, estate, and gift tax returns.* Provide... ...entities, provide professional services in an alternative practice structure...SeniorTaxPrivate clientHigh net worthContract workLocal areaFlexible hours
- RubinBrown LLP in St. Louis seeks a Private Client Services Tax Manager to provide outstanding service to high net worth clients. Responsibilities include managing client engagements, reviewing documentation, and mentoring team members. The ideal candidate will have a CPA...TaxPrivate clientHigh net worthWork at office
$175k - $205k
Our client is seeking a talented Associate Attorney to join its growing Private Client practice in St. Louis. This is... ...sophisticated trusts and estates practice alongside... ...and fiduciary income tax planning Charitable... ...providing exceptional client service Qualifications J.D....TaxPrivate clientHigh net worthPermanent employmentInternshipPrivate practice$137k - $163k
...provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust... ...collaborate to ensure each client’s financial journey is uniquely... ...while serving as a senior advisor on complex estate...TaxPrivate clientHigh net worthFull timeShift work- ...Tax Senior Manager RSM's Private Company team is looking for a dynamic Tax Senior Manager... ...what matters most to our clients. Our team of first choice... ...to excellent client service, and business development:... ...RSM specialists regarding Estate and Gift Planning, State and...SeniorTaxPrivate clientHigh net worthPrivate practiceLocal area
- ...Stifel strives for a culture that puts its clients and associates first: a culture where... .... What You'll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus &... ...") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department...SeniorTax
$80k - $107k
...Estate Settlement Advisor The main purpose of the estate... ...advisor (ESA) is to serve our clients and partner with our private client advisors (PCA's) in... ...of wealth management services, such as wealth transfer planning... ...of fundamental legal, tax, and financial concepts....TaxPrivate clientHigh net worthFull time- ...seeking an Associate Attorney with 3+ years of experience in estate planning and tax for the Trusts & Estates Practice Group in St. Louis. Ideal... ...on estate administration and working with corporate clients on succession issues. Strong communication and analytical skills...SeniorTax
$20.88 per hour
...property for the purpose of calculating tax assessments and analyzing collected data... ...Government is a qualified agency for the Public Service Loan Forgiveness program managed by the... ...in residential appraisal or real estate sales, or one year of experience working...TaxHourly payWork at office$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients. This role involves analyzing complex tax operations, building client relationships, and supervising a motivated team of professionals. Candidates should have seven to...SeniorTax- ...building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with... ..., Kansas City, Las Vegas, Nashville, and St. Louis. A Private Client Services Tax Manager is a key participant in client service, team member...TaxPrivate clientHigh net worthWork at officeWeekend workAfternoon shift
- SR Staffing is seeking a Tax Senior (HNW expert) to join a nationally recognized investment advisor firm in St. Louis, MO. This role offers a flex-hybrid schedule and compensates well with a bonus plan and comprehensive healthcare benefits. The ideal candidate is CPA licensed...SeniorTaxHigh net worthWork at officeFlexible hours
$140k - $160k
A premier advisory firm is seeking a Tax Senior Manager or Director ready to transition into an advisory-focused role. You’ll work closely with high-net-worth clients and oversee complex tax solutions while managing and mentoring teams. The position offers flexible work...SeniorTaxHigh net worthFlexible hours$23.8 - $27.65 per hour
...provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust... ...collaborate to ensure each client's financial journey is uniquely... ...range is for the Senior Sales Support Representative...SeniorTaxHourly payFull timeWork at officeShift work- ...seeking an associate attorney with 0-2 years of experience to join its Private Client practice. The ideal candidate has a strong interest in estate planning, wealth transfer strategies, and related tax planning. Exposure to estate and fiduciary income tax returns is a...TaxPrivate clientPrivate practice
- RubinBrown LLP in St. Louis, MO is offering a Winter/Spring 2028 Private Client Services Tax Intern position. The internship provides hands-on experience as a first-year tax staff member, with close collaboration with partners, managers and team members. The role begins...TaxPrivate clientFull timeInternship
- Our client is a well-established (four decades) Nationally Recognized Fee-Only Registered... ...a select search for a talented Tax Senior (HNW expert) to join their team on a Flex-Hybrid... ...financial planning and investment advisory services for individuals, families, business...SeniorTaxHigh net worthTemporary workWork at officeFlexible hours
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