Senior Tax Principal - High Net Worth
Baker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable #J-18808-Ljbffr Baker Tilly US
- ...Australia-Employment seeks a Senior Tax Manager for their New York office, focusing on tax compliance and advisory for high-net-worth individuals. This role requires expertise in complex taxation, client service skills, and the ability to manage multiple engagements....PrincipalSeniorTaxHigh net worthWork at office
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals...PrincipalSeniorTaxHigh net worthPermanent employmentWork at officeLocal areaFlexible hours$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorTaxHigh net worth- ...service law firm, seeks an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate matters. The...SeniorTaxHigh net worth
- Anchin in New York, NY, is seeking a Trust and Estates Tax Principal for the Private Client Group. This full-time, hybrid role leads the... ...fiduciary tax returns, and guides complex planning for high-net-worth clients. The ideal candidate has 15+ years in trust and estates...PrincipalTaxHigh 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- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ...a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...PrincipalSeniorHigh net worth
- ...A respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax expertise with exceptional client relationship... ...entertainment businesses, privately held companies, and high-net-worth individuals. They're looking for a relationship-driven professional...SeniorTaxHigh net worth
- ...AnnuallyIndustry Public AccountingSelling Points Lead impactful tax engagements and advise high-net-worth clients. Mentor teams and drive business development in... ...and complex tax planning.Job DescriptionTax Senior Manager OverviewThe Tax Senior Manager leads complex tax...SeniorTaxHigh net worth
- ...Our award-winning client is seeking a Senior Manager to join their team. We are a well... ...seasoned Senior Manager to lead our Federal Tax practice. In this role, you will play a... ...for corporations, partnerships, and high-net-worth individuals. Develop and implement comprehensive...SeniorTaxHigh net worth
- ...Accounting Services;Broker Dealer;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative, hybrid work environment with unlimited PTO. Lead a dynamic...SeniorTaxHigh net worthRemote work
- Baker Tilly Advisory Group, LP is seeking a Private Wealth Tax Principal to lead our Private Wealth practice. You will work with high-net-worth individuals, families, and family offices, delivering sophisticated tax planning and compliance services, with focus on estate...PrincipalTaxHigh net worthPrivate practice
- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology... ...Functions and Primary DutiesThe Tax Senior Manager is responsible for managing... ...development.Serve as a trusted advisor to high-net-worth individuals, multi-generational families...SeniorTaxHigh net worthWork at office
- 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
- Cerity Partners in New York seeks a Senior Associate for our wealth management team. You... ...review personal, business and fiduciary tax returns, including multi-state filings,... ...projects. CPA/CFP preferred; 5-7 years of high-net-worth tax experience required. #J-18808-...SeniorTaxHigh net worth
- ...Andsimple in the Greater New York Area is seeking a Tax Director to join the family office's executive... ...reports to the family office CFO and requires a senior-level leader with deep experience in tax for high-net-worth individuals and entities. Candidates should have...SeniorTaxHigh net worthWork at office
- ...autonomy to reach your goals.We are seeking a Senior Associate to join the Real Estate... ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorTaxHigh net worthFull timeLocal area
$150k - $210k
...What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international tax... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeFixed term contractLocal area- WhiteCap Search is seeking a dedicated and experienced tax professional in New York to prepare and review returns for high-net-worth individuals and entities. The role emphasizes meticulous detail, strong analysis, and delivering exceptional client service. The candidate...SeniorTaxHigh net worth
- Whitecap Search is seeking an experienced tax professional to lead and manage sophisticated tax engagements for high-net-worth individuals, families, family offices, trusts, and closely held businesses. The role serves as the primary relationship manager and trusted advisor...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- 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...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
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...SeniorTaxHigh net worth
- 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
- Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development... ...with clients, external advisors, and internal tax, legal, and wealth teams. The position emphasizes serving...SeniorTaxHigh net worth
$125k - $150k
...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, take...SeniorTaxHigh net worthWork at office- ...be Responsible For: Responsible for managing and coordinating tax compliance and advisory work for clients Review Federal, Multi... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeLocal area
$95k - $140k
...Offers in Compromise and Collection Due Process Hearings Perform tax research and draft tax memoranda on a broad range of federal... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorTaxHigh net worthFull timeWork at officeLocal area- PRICE WATERHOUSE COOPERS is seeking a Partner Tax Preparation Advisor Manager to provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. You will lead tax initiatives, coach teams, and guide clients through...SeniorTaxHigh net worth
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