Senior Tax Associate — HNW Wealth, Remote/Hybrid
Proven Recruiting
- Remote job
Proven Recruiting is seeking a Senior Tax Associate for wealth management clients, focusing on high-net-worth individuals with exposure to individual and entity tax. The role emphasizes a collaborative culture, work-life balance, and flexible hybrid/remote options depending on location. Ideal candidates have 2+ years of public accounting or equivalent tax experience, a degree in Accounting, and CPA/EA credentials preferred. Compensation ranges with market-driven pay and comprehensive benefits. #J-18808-Ljbffr Proven Recruiting
- ...in Portland, OR is seeking an experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a... ...clients, executives, and business owners. Hybrid schedule—In-office Mon-Thu, Remote Fridays—offers flexibility. #J-18808-...Remote workSeniorHigh net worthWork at office
- Joel Isaacson & Co in New York, NY is seeking a Senior Tax Associate to join the Tax Practice serving ultra-wealthy families... ...pay range and potential bonus. The position is hybrid with 2 days in the office and 3 days remote, offering collaboration with Partners and a focus...Remote workSeniorHigh net worthWork at office
- Godsey and Gibb Wealth Management seeks a Senior Tax Associate to deliver tax services to high-net-worth individuals, including preparing... ...advisory approach. This full-time remote role is based in Richmond, VA with a hybrid option. Applicants must reside in Virginia...Remote jobSeniorHigh net worthFull timeWork at office
$90k - $110k
...dynamic team as a Permanent Senior Tax Accountant in the... ...Experience with High Net Worth (HNW) or Ultra High Net Worth (... ...combination of tax, accounting, wealth management, and financial... ...health benefits package Hybrid (2 days in office /3 days remote) Unlimited PTO Half day...Remote workSeniorHigh net worthPermanent employmentSummer workWork at officeLocal area- A premier wealth management firm in Midtown Atlanta is seeking an experienced Tax Associate to join their team. This role includes preparing tax returns for businesses... ...and managing multiple assignments within a hybrid remote work environment. Ideal candidates will have...Remote workHigh net worthWork at office
$80k - $100k
Location: Remote - Must reside in Virginia. Hybrid work option also available. Base Salary: $80,000 to $10... ...related events About the Role As a Senior Tax Associate , you'll deliver tax services to... ...tax strategies, generational wealth transfer, Roth conversions, required...Remote jobSeniorHigh net worthFull timeH1bWork at office- LEVELOCITI is seeking a Tax Senior/Tax Supervisor for high-net-worth entertainment clients in Los Angeles. The role blends advisory... ...mentor junior staff, and partner with clients and advisors. Hybrid to remote work, with competitive pay and strong benefits. #J-18808-Ljbffr...Remote jobSeniorHigh net worth
- ...based in New York, NY, is seeking a Senior Tax Associate to focus on high net worth... ...review of tax workpapers, with a hybrid schedule (2 days in office / 3 days remote). Requirements include a Bachelor... ...managing engagements and clients. #J-18808-Ljbffr Focus Partners Wealth, LLCRemote workSeniorHigh net worthWork at office
- ...seeking an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their team in Providence, RI.... ...planning independently. The firm offers a hybrid work environment with remote options. #J-18808-Ljbffr BCG Attorney SearchRemote workSeniorHigh net worth
- ...experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their esteemed... ...complex international issues. A hybrid work environment is offered, facilitating... ...a balance between on-site and remote work. #J-18808-Ljbffr BCG Attorney...Remote workSeniorHigh net worth
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm... ...staff, and drive strategic advisory in wealth transfer and estate planning. This role... ...rewards initiative. Based in a flexible hybrid environment, you’ll collaborate with multi...SeniorHigh net worthFlexible hours
- Jobot is seeking a Senior Tax Manager in a hybrid Florida role to work with high-net-worth clients on wealth transition, estate planning, and comprehensive tax strategies. You will lead a team, mentor staff, and collaborate with clients to deliver proactive advisory services...SeniorHigh net worthFlexible hours
- ...lead and implement sophisticated estate and wealth transfer strategies for ultra-high-net-worth... ...The role collaborates with wealth advisers and tax experts to ensure seamless execution of wealth plans. The position is hybrid, based in Orange County and San Diego, requiring...SeniorHigh net worth
- ...Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and... ...The role is based in Providence with hybrid opportunities. You will work with internal partners on estate and tax strategies, model scenarios in...SeniorHigh net worth
$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...investment management, advanced tax planning, and multi‑... ...with true work‑life balance Hybrid schedule with 2 days in office... ...strong benefits Direct impact on HNW/UHNW client strategy at a nationally...Remote jobSeniorHigh net worthFull timeWork at officeFlexible hours- Aprio, a Top 20 CPA and advisory firm, is seeking a Senior Associate to join its Tax group in the Washington, DC area. You will work with middle to large sized tax clients, deliver innovative tax planning strategies, and oversee returns with managers. The role requires...Remote jobSeniorHigh net worth
- Keystone CPAs LLC in Austin, Texas, is seeking a Senior Tax Accountant to manage tax engagements for closely held businesses... ...planning, and mentor junior staff. This role offers a hybrid work model, starting remote and moving to in-office, with a clear path toward Tax Manager...Remote workSeniorHigh net worthWork at office
- Mercer Advisors is seeking a Sr. Tax Associate I to join our Tax Team. The role focuses on preparing and delivering income tax returns, projections, and analyses for high-net-worth clients, with a strong emphasis on client service and clear communication. You will work...Remote jobSeniorHigh net worthWork at officeWork from homeFlexible hours
- Frank, Rimerman + Co. LLP seeks a Tax Senior Associate with 3-5 years of corporate tax experience in public accounting.... ...role can be based in San Francisco or San Jose with hybrid work options blending in-office and remote work. #J-18808-Ljbffr Frank, Rimerman + Co. LLPRemote workSeniorHigh net worthWork at office
$100k - $150k
...Senior Tax AssociateBased in New York, NY, Joel Isaacson &... ...opening for a Senior Tax Associate. Our Tax Practice focuses... ...and multi-generational wealth planning. The group specializes... ...returns.This is a hybrid position: 2 days in office / 3 days remote.Primary...Remote workSeniorHigh net worthWork at officeImmediate start- Krohn, Watters & Hicks, LLP in San Francisco, CA seeks a Senior Tax Accountant for full-time, hybrid work. You will handle tax compliance and preparation for closely-held businesses and high-net-worth individuals, ensuring accurate filings and proactive tax planning. The...Remote jobSeniorHigh net worthFull time
- ...Bailly LLP, located in Phoenix, AZ, is seeking a Tax Senior Associate to assist individual tax clients with wealth transition practices. The ideal candidate will prepare... ...experience. The role offers an in-office/hybrid work arrangement with a range of generous benefits...SeniorHigh net worthWork at office
$80k - $100k
...Job Description Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate. Our client is a growing wealth... ...Location and structure Richmond, VA. Hybrid, three days onsite and two days remote per week. Compensation $80,00...Remote workSeniorHigh net worth2 days per week$85k - $105k
Senior Tax Associate - Wealth Management Firm - Various Locations (CA, NY, CO, IL, OR, GA) Looking for... ...entity tax with majority exposure to HNW individuals, while enjoying... ...emphasis on work/life balance Flexible hybrid and remote work options depending on location...Remote workSeniorHigh net worthFlexible hours- ...Century City/Los Angeles is seeking a Senior Estate Planning Attorney for a hybrid remote role. You will handle sophisticated estate planning and wealth transfer matters for high-net-worth... ...with a trusts and estates focus; associate through of counsel levels considered...Remote jobSeniorHigh net worth
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated... ...client acquisition and mentorship within the advisor team, with a hybrid schedule requiring three days in the office. Candidates should have...SeniorHigh net worthWork at office
- Crowe is seeking a Senior Tax Manager for the IronSpire Group to advise ultra-high-net-worth... ..., estate and gift strategies, and wealth transfer opportunities. You will lead engagements... ...-enabled solutions. The role offers a hybrid work model and a competitive rewards...Remote jobSeniorHigh net worth
- Crowe's IronSpire Group is seeking a Senior Tax Manager with deep UHNW tax experience to advise ultra‑high... ...knowledge across estates, trusts, and wealth planning. Hybrid role near a Crowe office with potential remote arrangements; active CPA or JD required, eight...Remote workSeniorHigh net worthWork at office
$85k - $145k
Mercer Advisors is searching for a Wealth Advisor in Portland, Oregon to deepen relationships with clients and grow their... ...7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work, emphasizing client-first fiduciary responsibility...Remote workSeniorWork at office$74.2k - $126.2k
Northern Trust is looking for a Senior Auditor for its Asset and Wealth Management team. This role involves leading audits, providing... ...financial institution. The position operates in a hybrid model, balancing office and remote work, with a competitive salary range of $74,20...Remote workSeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Associate — HNW Wealth, Remote/Hybrid. Be the first to apply!
- tax examiner Denver, CO
- sales & use tax accountant Denver, CO
- entry level tax accountant Denver, CO
- tax preparers Denver, CO
- international tax associate Denver, CO
- tax associate Denver, CO
- international tax accountant Denver, CO
- income tax preparer Denver, CO
- tax advisor Denver, CO
- entry level tax associate Denver, CO


