Senior High Net Worth Tax Principal — Advisory Leader
Baker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable
#J-18808-Ljbffr- Crowe is seeking a Senior Tax Manager for the IronSpire Group in the United States. You will advise ultra-high-net-worth individuals, families, and family offices on sophisticated... .... The role emphasizes strategic client advisory, leadership, and development of staff,...SeniorTaxHigh net worth
$165k - $400k
...CLA is seeking a Tax Principal or Signing Director to support our Southern California offices. The role involves leading a tax team... ...mentoring staff, and expanding services to existing clients in a high-level advisory capacity. The ideal candidate has CPA licensure, 10+...PrincipalTax$135k - $160k
...MGO is a top 50 CPA and advisory firm of 500+... ...Work” and is ranked as a leader by Accounting Today and... ...Job Details The Tax Manager is responsible... ...mentors and supervisory, senior and staff accountants... ...S-Corp, Partnership, High Net Worth individual, C-Corp and...TaxHigh net worthWork at officeLocal areaRemote work$95k - $120k
A respected public accounting and advisory firm is seeking a Senior Tax Associate to join its growing tax practice. This is an excellent opportunity... ...role, you’ll work with privately held businesses, high-net-worth individuals, and entrepreneurial clients across a variety...SeniorTaxHigh net worthWork at officeLocal area- Mercer Advisors in Newport Beach, CA seeks a Senior Financial Planner to join our Financial Planning... ...plans and support the client experience for high-net-worth individuals. The role emphasizes detailed, analytical planning, tax planning with Holistiplan, and using eMoney,...SeniorTaxHigh net worth
- ...About the Role: We are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals, families, trusts, estates, gift tax matters... ...looking to advance their career in tax advisory and compliance. Responsibilities: Prepare...SeniorTaxHigh net worthLocal area
$77k - $214k
...with a range of business advisory needs such as audit, tax compliance, and planning... ...entities, entrepreneurs, and high net worth individuals. You’ll be... ...purpose-led and values-driven leader at every level. To help... ...and in the future.As a Senior Associate, you'll work as...SeniorTaxHigh net worthFull timeH1b$124k - $335k
...with a range of business advisory needs such as audit, tax compliance, and planning... ...entities, entrepreneurs, and high net worth individuals. You’ll be... ...purpose-led and values-driven leader at every level. To help... ...and in the future.As a Senior Manager, you'll work as...SeniorTaxHigh net worthFull timeH1b$126.1k - $253k
...team is looking for a dynamic Tax Senior Manager to join our... ...professional may also support ultra-high net worth individuals and small family... ...tax planning, business advisory and compliance workA customized... ...related fieldCPA license in one’s principal place of business/home state...SeniorTaxHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area$165k - $400k
...CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to lead a team of tax professionals in Southern California. You will oversee client engagements, ensure high-quality tax compliance and consulting services, and cultivate new business opportunities...PrincipalTax- ...a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients...SeniorTaxHigh net worthWork at officeRemote workShift work
- ...rolling basis** We are seeking a highly experienced, client-facing Senior Tax Strategist to drive our company’s... ...serves as the lead advisor for high net worth clients, turning sophisticated tax... ...Tax Strategist will lead a Tax Advisory pod, under the direction and supervision...SeniorTaxHigh net worthImmediate startRemote work
$95k - $130k
..., CA; Salt Lake City, UTState and Local Tax /Full-time /HybridCome for the Challenge... ...Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our... ...which include private and public companies, high-net-worth individuals, and family offices. We also...SeniorTaxHigh net worthFull timeWork at officeLocal areaRemote work2 days per week$100k - $150k
...review of personal and fiduciary income tax returns including multi‑state filings Preparation... ...statements Provide strategic tax advisory services to clients on equity... ..., and advisory services 5 - 7 years of High‑Net‑Worth tax experience with CPA firm or wealth management...SeniorTaxHigh net worthLocal areaFlexible hours$123k - $150k
...Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management... ...private and public companies, high-net-worth individuals, and family... ...possible.About the RoleThe Senior Data & Analytics Specialist... ...with business and technology leaders, the position transforms enterprise...SeniorTaxHigh net worthFull timeWork at officeRemote work$150k - $170k
...Accounting Today magazine. The firm provides tax and accounting services including cost... ...work–life balance. Access to a modern, high-tech training center that goes beyond standard... ...is a summary of responsibilities for Tax Leaders with our firm... Lead client...SeniorTaxHigh net worthWork at officeLocal areaImmediate startRemote work$195k - $275.5k
...UHY-US is seeking a Tax Principal who will drive growth and excellence within our tax practice in Irvine, California. This strategic leadership... ...role involves developing innovative tax strategies, managing high-level client relationships, and overseeing engagement progress...PrincipalTax$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...SeniorTaxHigh net worth- ...EPWA) is a wealth management advisory firm with$49.1 billion as of... ...026, , serving predominantly high net worth individuals. EPWA fosters an... ...their professional careers. The Senior Financial Planner works... ...customized financial plans, including tax planning,retirement planning,...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
$115k - $145k
A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, alongside a CPA credential or in progress...SeniorTax$179k - $262k
Baker Tilly US is seeking an experienced professional for transaction advisory services in Irvine, California. The role involves managing due diligence, client communication, and financial analysis, making it essential to have at least 8 years of relevant experience and...Senior$90k - $115k
...professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services... ...quarterly estimates; Assists with year-end projections for high-net-worth individuals.• Respond to inquiries from the Internal Revenue...SeniorTaxHigh net worthWork at officeLocal areaRemote workFlexible hours$90k - $110k
...Boundless Horizons of Tax, Valuation, and Business... ...Valuation, and Business Advisory. We stand as a... ...helping you flourish as leaders, colleagues and trusted... ...and business entities. Senior Associates can expect to... ...successfully in a fast-paced, high-pressure environment;...SeniorTaxFull timePrivate practiceH1bLocal areaWork visa$182.1k - $232.5k
...Boundless Horizons of Tax, Valuation, and Business... ...Valuation, and Business Advisory. We stand as a... ...helping you flourish as leaders, colleagues and trusted... ...evaluate Managers and Seniors Associates;Engage in business... ...(CFA), or similar, are highly desirable;At least 8 years...SeniorTaxFull timeWork experience placementH1bLocal areaWork visa$115k - $145k
...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen... ...world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with... ...your development helping you flourish as leaders, colleagues and trusted advisors. We...SeniorTaxFull timeWork experience placementH1bLocal areaWork visa$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects...SeniorTaxHigh net worthFull timeH1bRemote work$79k - $125k
...and supportive people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage... ..., and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC...SeniorTaxFull timeContract workWork experience placementLocal areaFlexible hours- Job Description The Senior Tax Planner is responsible for overseeing our firm’s tax planning... ...approach. Responsibilities Client Advisory and Tax Planning Meet directly with clients... ...(i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe...SeniorTaxHigh net worth
$185k - $250k
...Description Job Description Tax Director / Senior Tax Manager – (Partner Fast-... ...Office) About Us: We are a highly respected, growth-focused... ...sophisticated tax strategies and advisory services to closely held businesses, high-net-worth individuals, and complex...SeniorTaxHigh net worthFull timeWork at officeLocal areaImmediate startFlexible hours- ...Senior Tax Manager Talley LLP Orange, California... ..., their owners, and high net worth individuals, to manage... ...a clear pathway to Principal or Partner. This position... ...Strategic Client Advisory Serve as the... ...Develop and mentor future leaders within the Tax...SeniorTaxHigh net worthFull timeFor contractors
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