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
- JCW Group is seeking a Tax Specialist to join its growing tax function in New York. This role offers exposure to private investments, family office structures, and tax-exempt entities across a diverse investment platform. You will manage U.S. tax compliance and planning...SeniorTaxHigh net worthWork at office
$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- PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-net-worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax regulations...SeniorTaxHigh net worth
- 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
- ...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
- Jobot is seeking a Sr. Tax Manager to advise ultra-high-net-worth clients on complex equity compensation, IPOs, and high-impact tax strategy within a growth-focused advisory environment. You will lead complex engagements, guide ISO/NSO/RSU elections, QSBS planning, and...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
- ...Senior AssociateA highly respected wealth management and advisory firm is looking to add a... ...for someone with a strong high-net-worth tax foundation who wants to move beyond being... ...someone who enjoys the technical side of HNW tax but wants a much broader client relationship...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
- A reputable CPA firm is seeking an experienced Senior Tax Accountant for its New York City or Jericho office. This role involves leading the preparation of complex tax returns and coordinating multi-state filings. Candidates should have 3-5 years of tax experience, preferably...SeniorTaxHigh net worthWork at office
- Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall...SeniorTaxHigh net worth
- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will navigate complex tax regulations and optimize client positions while leading...SeniorTaxHigh net worth
- 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
$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a...SeniorTaxHigh net worthWork at officeFlexible hours$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- ...5 DAYS PER WEEK IN MIDTOWN MANHATTAN. tax accountant with public accounting experience... ...include: · Preparation of Individual -HNW, Partnership and Corporate Income tax returns... ...: · Bachelor's degree in accounting, finance or related field · CPA and/or master's in...SeniorTaxHigh net worth
$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$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- Cohen & Co in New York, NY seeks an experienced tax professional to lead the Family Office Tax team. You will manage complex individual returns, review trusts and estates, and coordinate multi-entity filings for high net worth clients. You’ll guide tax planning, stay current...SeniorTaxHigh net worthWork at office
- ...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
$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$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$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$140k - $160k
...Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning... ...-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services... ...on Estate Planning, Business Planning & Tax Planning strategies. The person in this...SeniorTaxHigh net worthFull timeWork at officeRemote work- ...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
- ...Senior Tax Manager, you will be involved both in new business opportunities and in servicing existing long-standing clients in a compliance and consulting role. This is a partner-track position, and the successful candidate will be positioned to become a co-head of the...SeniorTaxHigh net worth
- ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join our growing team! The position is open to hybrid, only NJ/ NYC candidates will be considered. RESPONSIBILITIES INCLUDE:...SeniorTaxHigh net worthFull time
$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$90k - $125k
Job Description Summary Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant, ideally with entertainment business... ...is highly preferred Experience working with entertainment and HNW individuals is highly preferred Familiarity with CCH Axcess or...SeniorTaxHigh net worthWork experience placementWork at officeLocal area$65 - $75 per hour
.../hr - $75.00/hr Overview Our client, a growing Management Consulting firm with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation in high-net-worth individual tax compliance...SeniorTaxHigh net worthContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategist for HNW Finance. Be the first to apply!
- design strategist New York, NY
- communications strategist New York, NY
- senior strategy consultant New York, NY
- account strategist New York, NY
- media strategist New York, NY
- digital strategist New York, NY
- strategy consultant New York, NY
- investment strategist New York, NY
- strategist New York, NY
- business strategist New York, NY


