Senior Tax Advisor — Ultra‑Wealth Tax, Hybrid Role
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Joel Isaacson & Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving ultra-wealthy families. The role emphasizes planning, advisory and compliance for gifts, trusts, estates, and closely held entities, with a base pay range and potential bonus. The position is hybrid with 2 days in the office and 3 days remote, offering collaboration with Partners and a focus on advanced tax issues for high net worth clients. #J-18808-Ljbffr Socket.dev
- ...in New York, NY, is seeking a Senior Tax Associate to focus on high net... ...estate planning engagements. The role includes research, client... ...review of tax workpapers, with a hybrid schedule (2 days in office / 3... ...and clients. #J-18808-Ljbffr Focus Partners Wealth, LLCSeniorWork at officeRemote work
- Atlantic Group is seeking a Senior Tax Accountant in Bergen County, NJ for our client. This role focuses on tax compliance, planning, and advisory services within a growing public accounting environment. Responsibilities include preparing and reviewing federal, state,...SeniorLocal area
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management... ...management, advanced tax planning, and... ...complex challenges for ultra‑high‑net‑worth and... .... About the Role: As a Senior Wealth... ...with clients and advisors to design and... ...work‑life balance Hybrid schedule with 2 days...SeniorFull timeWork at officeRemote workFlexible hours- ...-Davis, LLC is seeking a Senior Manager to join its Family... ...high-net-worth and ultra-high-net-worth individuals... ...across accounting, reporting, tax coordination, and wealth planning. The role blends advisory,... ...growth of the practice. Hybrid work arrangement in NYC....SeniorWork at office
- ...a Long Island accounting firm, seeks a Senior/Supervisor to lead the preparation and review of tax returns for a diverse client base. This role will be a key point of contact for clients... ...offers a laid back environment with a hybrid schedule, opportunities to review...Senior
- PwC seeks a Wealth Management Tax Services Senior Associate to provide strategic tax planning, compliance, and advisory services for clients, focusing... ...leadership skills while navigating complex tax scenarios. The role emphasizes collaboration, professional standards, and...Senior
- Ksmcpa, one of the top 50 independent advisory, tax, and audit firms in the U.S., is searching for a Tax Senior in New York. This role involves preparing complicated tax returns, performing diversified accounting tasks, and working closely with team members to ensure client...SeniorFlexible hours
$100k - $150k
...Senior Tax AssociateBased in New York, NY, Joel... ...America's Top Financial Advisors by several... ...compliance services for ultra-wealthy families... ...-generational wealth planning. The group... ...returns.This is a hybrid position: 2 days in... ...pay range for this role is expected to be...SeniorWork at officeImmediate startRemote work$96.88k - $127.15k
Oscar is hiring a Senior Tax Accountant to join their Finance Ops & Accounting team in New York City. The role focuses on income tax compliance and requires 4+ years of tax experience... ...in Accounting. The position offers a hybrid work schedule and a competitive salary...Senior$77k - $214k
...SectorNot ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior... ...Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic... ...the path forward isn’t clear. This role emphasizes relationship building, managing...SeniorFull timeH1b- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning... ...small team to deliver integrated family office services. The role emphasizes attention to detail, strong communication, and...SeniorWork at office
- ...years of payroll processing experience and a solid understanding of tax regulations. You will oversee quarterly tax filings and resolve discrepancies while ensuring compliance across systems. This hybrid role requires at least 3 days a week in the office. Competitive...SeniorWork at office3 days per week
- ...firm in New York is seeking a Business Development Senior Specialist for its Finance and Tax team. This role requires developing strong client relationships, conducting... ...of market trends. The position allows for a hybrid work schedule and offers a competitive salary...Senior
- A US-based accounting firm in New York seeks a Tax Senior specialized in international taxation. The role involves preparing complex tax returns and reviewing various... ...communication skills and the ability to work in a hybrid environment are essential. The company offers...Senior
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...At PwC, our people in tax services focus on providing advice and... ...objectives of your project or role and how your work fits into the... ...increased efficiencies. As a Senior Associate you shall analyze complex... ...about anticipated application deadlines: #LI-Hybrid...SeniorH1b$50 per hour
...place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing... ...with Microsoft Office productsThis role can be based in either our New York,... ...Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per...Full timeWork at officeLocal area3 days per week- ...You will evaluate IT controls and collaborate with senior leadership to drive risk mitigation. The role combines hands-on audit execution with team leadership... ...into actionable recommendations. The position is based in NYC with a hybrid work model. #J-18808-Ljbffr SwoonSenior
- Talnt, a leading wealth advisory firm in New York, seeks a Senior Associate to join its HNW tax practice. You will work on complex individual, trust, and fiduciary returns... ...collaborate with attorneys and investment advisors, develop proactive tax strategies, coordinate...Senior
$126.1k - $253k
...nowhere like RSM.Our Ultra High Net Worth... ...estate and income tax planning and compliance... ...attorneys, and other advisors, along with subject... ...’ goals. As a Tax Senior Manager, you will... ...services including wealth transfer, charitable... ...a same or similar role to the one for which...SeniorFull timeWork experience placementInternshipLocal area$53k - $80k
...financial services provider in New York seeks a Tax Associate to join their Farm Advisory Services team. The role involves preparing tax returns, providing financial... ...and customer service skills. The position offers hybrid work options and a competitive salary range of $5...- HireIQ in New York is seeking a Tax Manager or Senior Tax Manager to join its Business Tax Services practice. You will lead real estate investment... ..., and advisory services to a high-profile client base. The role requires CPA/license, 5+ years for Tax Manager or 8+ years...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Company (RIC) - Senior Manager, you will focus on... ...when to escalate.In this role, you will review and analyze... ...Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full timeSeniorFull timeH1b- EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...PCS) practice in New York. This role oversees multiple client... ...tax planning and compliance for ultra-high net worth individuals and... ...expertise. The position offers a hybrid work model with flexible office...SeniorPrivate practiceWork at officeFlexible hours
- New York Life Insurance Co. seeks a Senior Analyst for the Wealth Management Analytics team to deliver data... ...to pricing and capital decisions. The role emphasizes collaboration with data... ...drive Wealth Management growth, with a hybrid schedule and generous discretionary bonus...Senior
- ...City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting. You will...SeniorWork at office
- ...York law firm is seeking a Senior Trust and Estate Attorney... ...client matters in a hybrid New York, NY role. The successful candidate... ...sophisticated families and advisors, and contribute to a growing... ...and estates experience, tax knowledge, and wealth management expertise,...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...of your project or role and how your work... ...technology-enabled tax advisors who provide benefits... ...efficiencies. As a Senior Associate you... ...Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full...SeniorFull timeH1b- Golub Capital BDC, Inc. in New York seeks a Tax Accountant to support investor tax... ..., and assist with annual reporting. The role requires meticulous attention to detail... ...collaboration across internal teams and external advisors in a hybrid work environment within the financial...
- ...lead relationship management for ultra-high-net-worth families, family offices... ..., delivering integrated wealth solutions. You will mentor junior... ...coordinate wealth planning with tax, estate, and philanthropic goals, and play a key role in growing client ownership and the...Senior
- ...mentor junior attorneys, and collaborate with tax and financial professionals to design wealth-transfer strategies. The role emphasizes cross-border or multi-jurisdictional... ..., trust and tax matters, and a flexible hybrid work schedule in a supportive team environment...SeniorFlexible hours
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