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
$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients, and... ...range of $100,000 to $120,000 annually, with remote work flexibility and a comprehensive benefits package...Remote jobSeniorHigh net worth- 慨正橡扯 is seeking experienced Wealth Advisors to provide advanced financial advice to High Net Worth clients... ...to ensure client satisfaction. This position is hybrid, requiring in-office presence Tuesday to Thursday, with remote work available Monday and Friday. Join a...Remote workSeniorHigh net worthWork at officeMonday to Friday
- Huntington is seeking a Wealth Planner to provide financial planning services to clients with a net worth of $1-10M. This role requires 8+ years in financial planning and a Bachelor's degree, ideally with CFP designation. The Wealth Planner will develop financial strategies...Remote jobSeniorHigh net worthWork at officeFlexible hours
- ...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
$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) We are seeking an experienced Senior... ...on retirement, income optimization, tax‑advantaged savings, and education... ...BRGs) for inclusion and collaboration. Remote or hybrid work option - requires high‑speed...Remote jobSeniorHigh net worth16 hoursTemporary workCasual workPrivate practice- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...Remote jobSeniorHigh net worthFlexible hours
- TIAA is seeking a Wealth Management Advisor in New York to cultivate and manage a high‑net‑worth client book. You will deliver tailored... ...with affluent clients, licensure, and CFP/CFA consideration. A hybrid work model, strong compensation, and professional development are...SeniorHigh net worthFlexible hours
$115k - $160k
...-Employment is looking for an experienced Tax Manager to join their team. This hybrid role offers flexibility in both on-site and remote work, focusing on tax management for high... ...have a strong background in tax planning and wealth management. With a competitive salary...Remote jobHigh net worth- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The... ...designation such as CFA or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits package. #J-18808-Ljbffr...SeniorHigh net worth
$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships... ...to drive business growth. A Bachelor's degree is required, and a hybrid work schedule is offered. Benefits include healthcare, life insurance...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$85k - $130k
Australia-Employment is looking for a Tax Senior to join their team in Tampa, FL. This hybrid role offers a competitive compensation package ranging from $85,000 to $130,000 per year and includes 100% paid health, dental, and vision benefits. The ideal candidate will be...Remote jobSeniorHigh net worth$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- ...A premier professional services firm is seeking a Tax Senior to provide tax compliance and consulting services. This role involves managing... ...opportunities. The role offers flexibility with partial remote work and competitive benefits, including bonuses and health plans...Remote workSenior
$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- Prosperity, an EisnerAmper Company, is seeking a Senior Wealth Advisor based in Pennsylvania to join its wealth management... ..., and acquiring new clients. You will work in a hybrid environment, combining onsite and remote work. Candidates should have over 10 years of experience...Remote workSenior
- A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial...Remote jobSeniorFull time
- Merceradvisors in Radnor Township, Ohio is seeking a Wealth Advisor focused on deepening client relationships and... ...relevant certifications such as CFP. The position supports a hybrid work schedule, offering a blend of remote and office work. #J-18808-Ljbffr MerceradvisorsRemote workSeniorWork at office
- ...this role. Provides wealth planning consultations... ...Wealth Planning Consultant, Senior Specialist with... ...estate planning, income tax and financial planning... ...Other Considerations Remote is available for candidates... ...will follow a hybrid three-day in office work...Remote workSeniorHigh net worthWork experience placementWork at office
- Hightower Advisors in the Chicago area seeks a Wealth Advisor to manage high-net-worth client relationships... ...designations such as CFP or CFA. The role offers a hybrid schedule with three days in the office and two days remote. #J-18808-Ljbffr Hightower AdvisorsRemote workSeniorHigh net worthWork at office
- Providence Staffing LLC is seeking an experienced Tax Manager to lead engagements for high-net-worth individuals... ...family groups in Austin/Round Rock, TX. The role supports remote work for the right candidate, with hybrid flexibility and clear emphasis on compliance and...Remote workSeniorHigh net worth
- ...Team in Newtown Square, PA, to deliver comprehensive wealth management services to ultra-high-net-worth clients. Responsibilities... ...+ years of experience in wealth management. This is a hybrid position, blending in-office and remote work, and offers a range of competitive benefits. #J-...Remote workSeniorHigh net worthWork at office
- Huntington-Bank is seeking a Wealth Advisor III located in Atlanta, Georgia. This role is central to managing client relationships and... ...essential. Huntington offers a flexible workplace approach, combining in-office and remote work opportunities. #J-18808-Ljbffr Huntington-BankRemote workSeniorHigh net worthWork at officeFlexible hours
- MBC Talent Connections is looking for a Senior Financial Advisor who is experienced and... ...a strong client base. This role offers remote/hybrid work options and aims to help advisors grow... ..., and have at least 10 years of wealth management experience. A strong payout structure...Remote jobSeniorHigh net worth
- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients... ...years of experience in financial planning. This full-time, non-remote position requires strong analytical skills and a deep...Remote workSeniorHigh net worthFull time
- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while... ...relevant professional designations. This position offers hybrid working opportunities, combining in-office and remote work. Comprehensive benefits include healthcare,...Remote workSeniorHigh net worthWork at office
- ...team! The ideal candidate can work onsite, in office, but there could be flexibility for hybrid or remote options if seen fit! We are looking for a Senior Tax Associate with public accounting experience to support clients with complex tax returns. Duties:...Remote workSeniorHigh net worthWork at office
- U.S. Bank is looking for a Private Wealth Advisor in Las Vegas, NV, responsible for supporting high net worth clients. The role involves... ...met while growing your client base. Join U.S. Bank and enjoy a hybrid work model along with extensive benefits. #J-18808-Ljbffr U.S....SeniorHigh net worth
$185k - $215k
...You will lead a team focused on client needs and provide expert Wealth Management advice. This role requires over 10 years of wealth management experience and NMLS registration. The offer includes a hybrid work schedule with competitive salaries ranging from $185,000 to...SeniorHigh net worth
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