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 - $250k
What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely... ...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$200k - $250k
...Responsibilities As a Senior Wealth Strategist you will: Support Relationship Managers and high‑net‑worth (HNW) clients to develop and implement comprehensive wealth plans as part... .... Help clients understand estate planning, tax planning, philanthropic vehicles, life‑...SeniorTaxHigh net worthFull time- 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
- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorTaxHigh net worth
- ...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
- W3Global is looking for an experienced tax professional in New York to manage high-net-worth tax returns for individuals and small corporations. The ideal candidate will have over 5 years of experience, exhibit exceptional organizational skills, and be proficient in handling...SeniorTaxHigh net worth
$110k - $130k
A leading financial services firm in the US seeks a Tax Advisor to manage and coordinate tax activities for high-net-worth individuals. This role requires a CPA, EA, or JD with at least 5 years of relevant experience in tax preparation, alongside superb communication skills...SeniorTaxHigh net worth- Jobot is seeking a Senior Tax Associate to deliver tax compliance, planning, and family office services to high-net-worth individuals. You will work with clients and wealth-management teams to provide comprehensive financial support and superior service. The role combines...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
- A leading tax advisory firm in New York seeks a Tax Senior Manager specializing in fiduciary taxation and estate planning for high-net-worth clients. This... ...leadership capabilities, and a Bachelor's degree in law or finance. This position offers an opportunity to work closely...SeniorTaxHigh net worth
$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- 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
$90k - $115k
...quality and brand reputation including client statement reporting, tax generation, compliance, cash reconciliation, etc. Support the... ...multi-task (often changeable workload). Strong understanding of HNW and Financial Advisor operating model. Knowledge of alternative...SeniorTaxHigh net worth- ...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
- ...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra-high...SeniorTaxHigh net worthWork at officeRemote 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$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- 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
$190k
Tax Senior Manager/Partner - High Net Worth - Remote Tax Senior Manager/Partner - High Net Worth - Remote 20 hours ago Be among the first... ...platform is seeking a Senior Manager or Partner to lead their HNW segment. The firm partners with Founders and C-Level Executives...SeniorTaxHigh net worthRemote job16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours$125k - $150k
...A well-established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Accountant to join its Private Client Group. This is a hands‑on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager,...SeniorTaxHigh net worthWork at office$80k - $120k
...Prepare and review corporate, partnership, estate, and individual tax returns Accurately compile and analyze financial information to... ...tax obligations Requirements Bachelor’s degree in accounting or finance 3-5 years of tax preparation experience at a private company,...SeniorTaxHigh net worth- EisnerAmper is seeking a dynamic Tax Manager to join their Private Client Services team in Pennsylvania. This role involves supervising a team, overseeing tax planning and compliance, and engaging directly with clients to provide innovative solutions. The ideal candidate...SeniorTaxHigh net worthWork at office
- Mission Staffing is seeking a skilled tax professional to join their growing team in New Jersey. You will prepare and review tax returns for high-net-worth clients and facilitate client communications on various tax matters. This role offers the opportunity to work closely...SeniorTaxHigh net worth
$85k - $100k
Current is seeking a detail-oriented Senior Tax Accountant to join its team in New Jersey. The ideal candidate will have public accounting experience and a strong background in preparing and reviewing federal and multi-state tax returns. This role offers the opportunity...SeniorTaxHigh net worth- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorTaxHigh net worthHourly payContract work
$250k
...& Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’s degree in law, accounting, finance, or a related field, along with CPA certification and over 10 years...SeniorTaxHigh net worth- BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise staff, and deliver timely tax work product. Responsibilities include guiding clients through...SeniorTaxHigh net worth
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