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
$191k - $305k
...administration, specialty trusts, custody, tax, specialty assets, regulatory,... ...Trust advisors discuss the needs of HNW and UHNW clients and provide... ...this role: Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo | Jobs...SeniorTaxHigh net worthFull timeWork experience placementWork at office- 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
$200k - $260k
...visit CIBC.com What you’ll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...Managers and high net worth (HNW) clients to develop and implement wealth... ...clients understand their estate planning, tax planning, philanthropic vehicles, life...SeniorTaxHigh net worthRemote 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
- ...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
- ...About the job Senior Tax Associate 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...SeniorTaxHigh net worthWork at office
- ...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
- 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
- ...ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. tax accountant with public accounting... ...will include: Preparation of Individual -HNW, Partnership and Corporate Income tax returns... ...Requirement: Bachelor's degree in accounting, finance or related field CPA and/or master's in taxation...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
$85k - $120k
Senior Tax Accountant — Support Tax Director Across 3 NJ Offices West Caldwell / Meadowlands / Andover, NJ $85K-$120K depending on experience... ...is mainly small businesses and business owners , with some HNW / individual tax work. Typical work will include Preparing 1040...SeniorTaxHigh net worthWork at office- Osaic is seeking a technically skilled Senior Financial Planning Strategist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning strategies and requires communicating planning solutions to financial advisors for high-...SeniorTaxHigh net worthRemote job
$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$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
$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- ...We’re partnering with a growing tax advisory team that supports complex, closely held businesses and high‑net‑worth individuals. The team is expanding and looking for a Tax Manager, Senior Manager, or Director who wants real client impact, leadership opportunities, and...SeniorTaxHigh net worthFull time
- ...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
$100k - $110k
...Senior Tax Associate – Manhattan / Remote $100,000–$110,000 | Hybrid or Remote | 55-Hour Max Busy Season If you’re working in Public Accounting and wondering whether every tax season has to take over your life, this firm takes a different approach. We’re working with...SeniorTaxHigh net worthWork at officeLocal areaRemote work$110 - $120 per hour
...Job Description We are a growing firm seeking a Tax Senior with at least 5 years of CPA-firm tax experience. CPA preferred, not required with strong skills in reviewing and preparing complex returns for commercial real estate partnerships, construction companies, manufacturers...SeniorTaxHigh net worthFor contractors- ...Parsippany, NJ A growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead... ...will lead sophisticated planning engagements across estate, tax, retirement, investment, and wealth-preservation strategies while...SeniorTaxHigh net worth
$180k - $240k
...00/yr - $240,000.00/yr This role is designed for an experienced tax professional who enjoys building long-term client relationships,... ...real influence on both engagements and firm direction. The Tax Senior Manager will work closely with partners and clients, maintaining...SeniorTaxHigh net worthFull time$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- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorTaxHigh net worthWork at office
- ...quality service and strategic, cost-effective tax solutions. Our team provides proactive... ...individuals. We are currently seeking a Senior Tax Accountant to join our growing tax... ...time Job function Accounting/Auditing and Finance Industries Accounting Referrals increase...SeniorTaxHigh net worthFull timeWork at office3 days per week
- Brewer Morris in New York, NY is seeking a Tax Family Office Senior Associate to join its high net worth and family office services team. The role blends tax compliance, planning, financial administration, and client advisory for affluent individuals and families. Ideal...SeniorTaxHigh net worthWork at office
- ...financial services client in Great Neck, NY. The role is hybrid, requiring three days on-site and two days remote, with a focus on proactive tax planning for high net worth individuals and entities. You will own client relationships, work directly with leadership, and see the...SeniorTaxHigh net worthRemote work
- Kforce Inc., a leading New York-based wealth management and tax advisory firm, seeks a Senior Tax Professional with 5+ years of experience. The role involves preparing and reviewing individual, trust, corporate, and employee benefit tax returns and advising clients on tax...SeniorTaxHigh net worthWork at officeWork from home
$190k - $220k
SR Staffing is seeking a Senior Tax Manager for a fully remote role anywhere in the U.S. The position offers a base salary of $190,000-$220,000, plus a semi-annual bonus and a partnership track within a growing tax, accounting, and advisory practice serving family offices...SeniorTaxHigh net worthRemote job- ...families. We bring together investment management, financial planning, tax strategy, and estate planning in one integrated, proactive... ...we serve. If our work resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without...SeniorTaxHigh net worthPermanent employmentWork at office
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