Senior Tax Strategy Lead for High-Net-Worth Clients
Mariner
Mariner in Scottsdale, Arizona is seeking a Tax Manager to work with clients and manage a team of professionals. The candidate will be responsible for implementing tax strategies, mentoring staff, and maintaining client relationships. Required qualifications include a Bachelor's degree, over 5 years of tax experience in relevant firms, and a preference for CPA or EA. The position emphasizes a collaborative culture and supports professional growth, offering a dynamic work environment with a focus on work-life balance. #J-18808-Ljbffr Mariner
$76k - $125.3k
...technically demanding tax planning and compliance... ...for a wide range of clients and colleagues. This is... ...planning and advising of high net worth individuals and... ...effective tax planning strategies and translate complex... ...confidence to challenge senior colleagues and stakeholders...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to support private client services from anywhere in the United States. This role involves reviewing individual tax returns, planning for high-net-worth clients, and ensuring compliance with tax laws. Qualified...SeniorTaxHigh net worthRemote jobHourly paySeasonal work- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...SeniorTaxHigh net worth
- A leading tax consulting firm is seeking a Partnership Tax Senior Manager in Phoenix, Arizona. In this role, you will lead the production of primary and secondary... ...returns, provide consulting services, and manage client relationships. With a strong emphasis on accuracy...SeniorTax
- A full-service CPA firm in Phoenix is seeking a Tax Senior with over 3 years of public accounting tax experience. The role involves preparing and reviewing complex tax returns for high net worth individuals and corporations. Strong communication and analytical skills are...SeniorTaxHigh net worthRemote job
- A leading financial consultancy in Arizona is seeking a Valuation Senior Manager to drive client engagements related to equity compensation valuation. The role involves technical leadership, client management, mentoring junior staff, and contributing to strategic initiatives...SeniorFull time
$91.8k - $171k
...to provide customized advice and specialized planning for high-net-worth clients. Responsibilities include engaging clients in goal-based discovery... ...university degree and the ability to manage complex wealth strategies. The position offers a salary range of $91,800 to $171,000...SeniorHigh net worth- A leading global financial services firm is seeking a Private Banker to provide holistic wealth management solutions to clients. The role involves managing client relationships, advising on balance... ...investments and financial strategies, and generating new business. Candidates...Senior
- ...financial operations in Phoenix, AZ. This full-time, onsite role includes managing accounting progress, ensuring compliance with GAAP and tax regulations, and providing forecasts for business growth. The ideal candidate has a degree in accounting or finance, CPA...SeniorTaxFull time
$100k - $350k
Our client, a highly successful, nationally recognized Wealth... ..., is seeking to add a Senior Wealth Management Client... ...directly with high-net-worth clients while supporting... ...senior advisors Lead and participate in client... ...management and investment strategy discussions...SeniorHigh net worthTemporary workFlexible hours- BDO USA, LLP is seeking a Tax Manager in Phoenix, Arizona. The role involves advising clients on tax implications, ensuring compliance, and supervising a team. Candidates... ...a solid understanding of tax regulations and strategies to minimize client tax burdens. #J-18808-Ljbffr...SeniorTax
$140k - $160k
A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorTaxHigh net worthRemote job- The Bahnsen Group seeks a Senior Tax Associate for its Tax Services Department, based in Phoenix, AZ or Newport... ..., CA. This role demands a proactive approach to client service, focusing on tax compliance for high-net-worth individuals. Candidates should have a Bachelor's...SeniorTaxHigh net worthWork at office
- ...serving predominately high net worth individuals. EPWA... ...careers. The Senior Financial Planner... ...financial plans to clients within the region.... ...Financial Plan Creation: Lead the creation of... ...plans, including tax planning,... ...planning, investment strategies, and more. Plan Review...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
- A leading personal injury law firm in Arizona is looking for an experienced attorney to join their litigation team. This... ...through effective legal representation, developing strategies, and maintaining strong client communication. The ideal candidate will have 5-10 years...Senior
$90k - $120k
Tax Manager / Senior Manager / Director Onsite | Phoenix, Arizona A seasoned tax professional will lead client engagements or internal tax functions, reviewing... ..., and providing high‑level tax planning guidance... ...proactive tax planning strategies and risk mitigation guidance...SeniorTaxHigh net worthFull timeLocal area$58k - $72k
...specializing in complex tax and estate planning, business owner strategies, and multi-generational... ...business owners and high-net-worth individuals navigate intricate... ...to excellence and a client-first approach, we... ...the firm's owner and our senior Client Relationship & Operations...TaxHigh net worthFull timeWork at officeImmediate startRemote workTrial period$115.4k - $251.6k
...Database Partnerships Strategy Lead Location: Bay Area Highly Preferred Travel: 10%... ...partner relationships at a senior level. ~ Proven ability... ...Certain US customer or client-facing roles may be required... ...Spending Accounts # Pre-tax commuter and parking benefits...TaxTemporary workVisa sponsorshipFlexible hoursShift work- ...Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain client interactions. Ideal candidates will...SeniorHigh net worth
- Regal Executive Search true Tax Senior Manager Address: 2355 E... ...relationships and attract new clients or business for the Firm. Prepare... ...returns for Real Estate, High Net-Worth Individuals, and... ...to take on the challenge of leading a team of high-performing individuals...SeniorTaxHigh net worth
- A leading financial services company is seeking an experienced banking professional to lead client acquisition and deepen relationships. In this role, you will manage client processes to identify opportunities, advocate for client needs, and ensure retention. The ideal...Senior
- ...CPA firm that specialises in tax services for partnerships, trusts, business entities, and high-net-worth individuals. With a small, high... ...-knit firm. The Role The Senior Tax Accountant will play a key... ...supporting tax compliance and client service across a sophisticated...SeniorTaxHigh net worthWork at office
- ...impact we have on our clients' financial lives.... ...as one of the leading firms in the industry... ...running and added a Tax Services department... ...experience. OPPORTUNITY The Senior Tax Associate will... ...a low-volume, high-touch client... ...planning for high-net-worth individuals and Family...SeniorTaxHigh net worthFull timeWork at office
$90k - $125k
BDO USA is seeking a Tax Manager for its Private Client & Family Office Services in Phoenix, Arizona. The role involves managing finance and accounting outsource engagements, providing client relationship management, and delivering tax expertise. Ideal candidates should...SeniorTaxWork at office- ...: Phoenix, AZ Work Arrangement: In-Office/Hybrid A Day in the Life As a Tax Senior Associate in our high net worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next...SeniorTaxHigh net worthWork at officeLocal areaVisa sponsorship
$71.65k - $94.05k
Tax Senior Associate page is loaded## Tax Senior Associatelocations: USA... ...**Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide- Senior/Lead Data Analyst - CX Strategy & Insights Location: Anywhere Type: Contract | Category: Data | Industry... ...0 to $70.00/hr. w2 Description Our client seeks a Senior Analyst, CX Strategy... ...Product, Technology, and Operations. High ownership, execution rigor, and...SeniorContract workLocal areaRemote work
$65k - $75k
Overview The Senior Major Gifts Officer is a... ...relationship manager for high-capacity individual... ...the ability to lead cross-functional fundraising strategies will be considered... ...strategy that moves tax credit donors,... ...philanthropy and high-net-worth giving CRM/database...SeniorTaxHigh net worth$124k - $280k
...techniques to help clients optimise their operations... ...and sustain high performing, diverse... ...experiences you need to lead and deliver value... ...to specific PwC tax and audit guidance)... ...of innovative data strategies that drive business growth. As a Senior Manager, you will serve...SeniorTaxFull timeH1b$135k - $160k
Senior Financial Planning Strategist - High Net Worth Planning Services Opportunity: Senior Advanced Financial Planning... ...Planning, Business Planning & Tax Planning strategies. The person in this role... ...advisors for their high-net-worth clients. Responsibilities Provide...SeniorTaxHigh net worthFull timeWork at officeRemote work
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