Remote Senior Tax Advisor for HNW/UHNW Clients
Exemplar Companies Inc.
- Remote job
Exemplar Companies is seeking a Senior Tax Advisor for the upcoming tax season. This remote, seasonal role supports high-net-worth and ultra-high-net-worth clients from January 4 to April 16, 2027, with a Monday–Friday schedule and 9:00 AM–5:00 PM hours. The ideal candidate has 5+ years of complex tax experience and holds a CPA or EA credential. Responsibilities include preparing a full range of federal and state returns, client communications, and collaboration with the tax leadership team. #J-18808-Ljbffr Exemplar Companies Inc.
- Exemplar Companies is seeking an experienced Senior Tax Advisor to support tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients during the upcoming tax season. This is a seasonal, full-time remote position for a tax professional with strong technical...Remote jobSeniorHigh net worthFull timeSeasonal work
- Exemplar Companies is seeking an experienced Senior Tax Advisor to support high-net-worth client engagements during the upcoming tax season. This is a remote, seasonal, full-time role with dates January 4, 2027 to April 16, 2027. The ideal candidate has 5+ years of tax...Remote jobSeniorHigh net worthFull timeSeasonal work
- ...Companies is seeking an experienced Senior Tax Advisor to support tax engagements for high-net-worth clients during the upcoming tax season... ...This is a seasonal, full-time remote position with a strong... ...include preparing returns for HNW/UHNW individuals, businesses, and trusts...Remote jobSeniorHigh net worthFull timeSeasonal work
- Exemplar Companies, PBC is seeking an experienced Senior Tax Advisor for the upcoming tax season, handling individual, business... ..., corporate, and trust returns for high-net-worth clients. This is a seasonal, full-time remote position running January 4, 2027 through April 16,...Remote jobSeniorHigh net worthFull timeSeasonal work
- ...Senior Tax Advisor Company: Exemplar Companies Employment Type: Seasonal, Full-Time Location: Remote – South Florida (between Miami and West Palm Beach) Seasonal... ...for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients during the upcoming tax season...Remote workSeniorHigh net worthFull timeSeasonal workMonday to Friday
- ...Experienced Tax Professional – Senior Tax Associate Company: Exemplar Tax Strategies... ...Companies Location: Remote – United States... ...tax professionals to provide clients with coordinated solutions... ...Build relationships with HNW/UHNW individuals, families, entrepreneurs...Remote workSeniorHigh net worthFull timeContract workFor contractors
$160k - $225k
...your resume directly!💰 Tax Manager / Senior Manager / Director “Flexible... ...CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax... ..., review, and filing for HNW and UHNW individuals and... ...familiesCollaborate with attorneys, wealth advisors, and investment...Remote workHigh net worthFlexible hours- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week in office Experience... ...closely with clients and their other professional advisors to provide coordinated tax compliance and planning...SeniorHigh net worthPrivate practiceWork at office3 days per week
$130k - $190k
...Job Description Senior Tax Manager | High Net Worth (HNW) & Ultra High Net Worth (UHNW) Clients Remote - Central or Eastern Time Zone Preferred Base Salary: $130,000... ...complex tax engagements, serve as a trusted advisor to clients, and mentor a team of tax professionals...Remote workSeniorHigh net worthLocal area1 day per week- Experienced Tax SeniorEarly Manager level also consideredHybrid or Remote | Illinois residents onlyThe more you understand a client's life, the more interesting the tax... ...as an experienced Senior or someone early in their... ...you'll have both here. HNW individuals, trusts and...Remote workSeniorHigh net worthWork from home
- ...could work on genuinely interesting tax clients, have the freedom to work remotely, and still feel like part of a team... ...now looking for an Experienced Tax Senior to join the team, and the good news... ...returns (1040s), including complex HNW clientsPartnerships (1065s) and...Remote workSeniorHigh net worthWork at officeWork from home
$70k - $100k
...currently seeking to add a Tax Advisor position to our team... ...experience providing clients with comprehensive tax... .... #LI-Hybrid Seniority level Seniority level... ...Manager, Asset Management (Remote Option) Manager, Corporate... ...Employer Services, HNW INCOME TAX SPECIALIST...Remote workSeniorHigh net worthFull timeWork at officeLocal areaWork from home$110k
...Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time... ...tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons,...Remote workSeniorHigh net worthFull timeFlexible hours$160k - $220k
...firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory... ...60–100 ultra-high-net-worth clients. This is a 100% advisory role... ...while working directly with UHNW individuals and families.... ...planning concepts clearly to HNW and UHNW clients. ~ CFP®,...SeniorHigh net worthLocal area- Pathstone is seeking a Tax Senior located in Newtown Square, Delaware County. This role involves driving the preparation of timely and compliant tax returns for high net worth clients and managing financial information effectively. The ideal candidate will have experience...SeniorHigh net worthWork at office
- ...Job Description Job Description Senior Tax Advisor / Senior Tax Manager Remote with Occasional Team Meet-Ups | Ohio Based Based in Summit County,... ...level tax professional who enjoys being involved with clients, not just reviewing returns and moving on to the next...Remote workSeniorHigh net worthLocal area
$180k - $250k
...Senior Tax Strategy Advisor Reports To: Director of Tax Strategy Location: Fully remote, US-based; preference for candidates in Eastern or Pacific time zones Compensation... ...Advisors, one supporting a Southeast client book and one supporting a West Coast client...Remote workSeniorHigh net worthFull timeSummer workWork at officeFlexible hours- Citigroup Inc. in Bethesda, MD seeks a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the needs of affluent clients including planning, research...SeniorHigh 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 competitive...SeniorHigh net worthWork at officeFlexible hours- ...Tilly in the United States seeks a Contract Tax Senior Manager to provide US individual tax... ...planning and consulting for high-net-worth clients. The role is an internal contract,... ...performed from any location with fully remote work allowed. The firm supports upward career...Remote jobSeniorHigh net worthContract work
- ...We are looking for a Senior Tax Client Manager who is ready to move beyond tax compliance and become a trusted advisor to clients. This is a client-facing advisory role for a... ...client service Work effectively in a fully remote, technology-driven environment...Remote workSeniorHigh net worthFlexible hours
$77.4k - $100k
...Tax Senior Associate In Private Wealth Moss Adams and Baker Tilly... ...opportunity to be a valued business advisor delivering industry-focused... ...and compliance services to HNW individuals and flow-throughs... ...relationships with clients, teammates and leadership who...SeniorHigh net worthLocal area- ...Job Description Senior Tax Accountant – Family Office Location: Phoenix, AZ | Hybrid Reports To: Controller Experience... ...held businesses Family Office, private investment, or HNW/UHNW client exposure Tax planning and quarterly estimated payment experience...SeniorHigh net worthWork at office
$10k
...Senior Client Tax Accountant Are you looking to carve a lasting impression in a company with room to grow? Start building your legacy by joining... ...and teams. The Day-to-Day: Consult with High-Net-Worth (HNW) clients on end-to-end tax needs Lead the preparation of...SeniorHigh net worthWork at officeLocal areaWork from home$220k - $280k
...Remote — Travel to NE | Full-Time $220,000–$28... ...Total Comp. $300K+ Senior Wealth Advisor Remote — Travel to... ...ultra-high-net-worth clients, including business owners... ...select portfolio of HNW and UHNW families. Lead... ...retirement, estate and tax considerations, and...Remote workSeniorHigh net worthFull timeWork at officeLocal areaRelocation package- ...Personal Lines High Net Worth Producer to grow the Private Client Group by serving affluent individuals and leveraging... ..., and personal wealth protection, building trusted advisor relationships. The role emphasizes remote work with ETZ support, with on-site needs possible...Remote workSeniorHigh net worthWork at office
- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorHigh net worthWork at office
- ...Charles Schwab in Palm Beach, FL is seeking a Senior Client Relationship Specialist to support Ultra High Net Worth clients with complex financial needs. You will listen, investigate concerns, and coordinate solutions that balance client, branch, and firm priorities, working...SeniorHigh net worth
- ...Job Description Job Description HNW Tax Manager / Senior Manager – Private Client Services Nashville / Brentwood, TN | Exceptional Hybrid Flexibility... ...memberships. Meaningful work: Sophisticated HNW/UHNW clients, complex planning opportunities, and direct client...SeniorHigh net worthPrivate practiceWork at officeFlexible hours
- ...Tiger Connections is seeking a staff-level tax accountant to lead preparation of... ...monthly accounting. You will grow into greater client ownership and technical responsibility, collaborating with a people-first team in a remote setting. A CPA license or progress toward...Remote jobSenior
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