Senior Tax Strategist for HNW Finance
$80k - $90kPKF O'Connor Davies
PKF O'Connor Davies in New York is seeking a Senior Tax Associate to support tax planning and compliance for ultra-high-net-worth clients. This role requires collaboration with senior team members to provide high-quality client service and assistance with complex tax issues. The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license, and 3+ years of relevant experience. The position compensates between $80,000 and $90,000 with comprehensive benefits. #J-18808-Ljbffr PKF O'Connor Davies
$200k - $260k
...visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and... ...Relationship Managers and high net worth (HNW) clients to develop and implement... ...clients understand their estate planning, tax planning, philanthropic vehicles, life...SeniorTaxHigh net worthFull timeRemote work- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...SeniorTaxHigh net worthRemote jobFlexible hours
- Cerity Partners in New York seeks a Senior Associate for our wealth management team. You will prepare and review personal, business and fiduciary tax returns, including multi-state filings, and provide tax planning and planning projections for clients. You will also handle...SeniorTaxHigh net worth
- PRICE WATERHOUSE COOPERS is seeking a Partner Tax Preparation Advisor Manager to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will lead tax initiatives, coach teams, and guide clients through...SeniorTaxHigh net worth
- ...prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax... ...on complex tax matters. Ideal candidates will have 10+ years of HNW/UHNW tax experience, strong tax review expertise, and a background...SeniorTaxHigh net worthWork at office
- ...Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals, families, family offices, and their trusted... ...transfer strategies, trust administration guidance, and advanced tax planning while helping drive new business and strengthen existing...SeniorTaxHigh net worth
- SR Staffing in New York, NY, seeks a Tax Family Office Senior Associate to join its High Net Worth & Family Office Services group. The role blends tax compliance, planning, financial administration, and client advisory for affluent clients. You'll prepare complex returns...SeniorTaxHigh net worthWork at office
- Our Family Office client is seeking a Senior Tax Accountant is responsible for the preparation and review of various reports in support of... ..., and trust tax returns for preferably entertainment and HNW individuals Bachelor's degree is required Master's degree, with...SeniorTaxHigh net worthWork at office
$110k - $210k
What You’ll Do Are you an experienced tax professional with a passion for exceptional client... ...and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you... ...and knowledge sharing efforts across the HNW Tax practice. Who You AreQualifications CPA...SeniorTaxHigh net worthFull timeContract workWork at office- A well-established NJ- based CPA firm is seeking a Senior Tax Manager to join its growing tax practice. This role will serve as a key leader... ...of public accounting tax experience Strong experience with HNW individuals, partnerships, and closely held entities Proven leadership...SeniorTaxHigh net worthLocal area
- Most HNW tax roles keep you focused on one piece of the client relationship. This one puts you at the center of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team. This is an opportunity for someone with...SeniorTaxHigh net worthWork at office
$200k - $220k
Cerity Partners in New York City is seeking a skilled tax professional with a CPA designation and at least 7 years of experience in preparing tax returns for high-net-worth clients. The role involves complex tax preparation, research, and developing client relationships...SeniorTaxHigh net worth- Remote High‑Net‑Worth Tax Senior Manager - High‑Net‑Worth Corporate Team Career Staffing Talent... ...leadership role is ideal for experienced HNW tax professionals who enjoy complex... ...time Job function Accounting/Auditing and Finance Industries Business Consulting and Services...SeniorTaxHigh net worthRemote jobFull timeWork at officeLocal area
$90k - $125k
Senior Tax Accountant Our client, a CPA firm with offices in midtown Manhattan, is seeking a... ...Responsibilities Preparation of Individual, HNW, Partnership, and Corporate Income tax... ...Requirements Bachelor’s degree in accounting, finance, or related field CPA/EA and/or master’s...SeniorTaxHigh net worthFull time$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA... ...investment management, advanced tax planning, and multi‑... ...will serve as the lead strategist on sophisticated... ...progressive experience in Finance and Accounting CPA and... ...Direct impact on HNW/UHNW client strategy at...SeniorTaxHigh net worthRemote jobFull timeWork at officeFlexible hours- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns...SeniorTaxHigh net worth
- Anchin, a New York 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...SeniorTaxHigh net worthWork at office
$174k - $261k
...existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client... ...clients/prospects, their external advisors, and our internal tax, legal, trust and wealth advisory teams. Although you...SeniorTaxHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hours- ...align solutions with asset allocation views, and deliver actionable recommendations to end clients. You will present to clients, adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr NeubergerSeniorTaxHigh net worth
$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...development sales executive role. As a senior member of the Northern Trust team, you will... ...your knowledge of wealth transfer and tax planning strategies. And you'll check-in...SeniorTaxHigh net worthLocal areaFlexible hours$80k - $200k
Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.ResponsibilitiesAct as the primary point of contact for high-net-worth individuals and partnership clientsCultivate and maintain strong, long-term client relationshipsDeliver...SeniorTaxHigh net worthWork at officeLocal areaRemote work$80k - $90k
Senior Tax Associate The Senior Tax Associate will support the tax planning and compliance functions for ultra‑high‑net‑worth individuals and their families, with a focus on financial services clients such as hedge funds, private equity, and other investment‑related individuals...SeniorTaxHigh net worthFull timeLocal areaFlexible hours3 days per week- ...A respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax expertise with exceptional client relationship skills. This is a rare opportunity to join an established practice with a clear path to future partnership and firm leadership. Responsibilities...SeniorTaxHigh net worth
- ...AnnuallyIndustry Public AccountingSelling Points Lead impactful tax engagements and advise high-net-worth clients. Mentor teams and... ...alternative investments and complex tax planning.Job DescriptionTax Senior Manager OverviewThe Tax Senior Manager leads complex tax...SeniorTaxHigh net worth
- ...Summary: Our award-winning client is seeking a Senior Manager to join their team. We are a well-established New York CPA firm seeking a seasoned Senior Manager to lead our Federal Tax practice. In this role, you will play a pivotal role in guiding our team and providing...SeniorTaxHigh net worth
- ...Accounting & Accounting Services;Broker Dealer;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative, hybrid work environment with unlimited PTO....SeniorTaxHigh net worthRemote work
- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...individual returns.Essential Functions and Primary DutiesThe Tax Senior Manager is responsible for managing complex tax engagements, advising...SeniorTaxHigh net worthWork at office
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorTaxHigh net worth
- ...in the Greater New York Area is seeking a Tax Director to join the family office's... ...to the family office CFO and requires a senior-level leader with deep experience in tax... ...advisory, plus a BA in accounting, taxation, or finance and a CPA certification. #J-18808-...SeniorTaxHigh net worthWork at office
- WhiteCap Search is seeking a dedicated and experienced tax professional in New York to prepare and review returns for high-net-worth individuals and entities. The role emphasizes meticulous detail, strong analysis, and delivering exceptional client service. The candidate...SeniorTaxHigh net worth
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