UHNW Tax Principal — Wealth & Estate Advisory Leader
Bancroft Staffing Partners (BSP)
Bancroft Staffing Partners in Fort Worth, TX, seeks an experienced Tax Principal / Senior Tax Manager – UHNW to lead tax planning and compliance for ultra-high-net-worth clients, family offices, executives, trusts, estates, and closely held businesses. You will deliver sophisticated strategies and act as a trusted adviser on complex tax matters.
You will mentor Tax Managers, Seniors and Staff, manage client relationships, and collaborate with attorneys, wealth planners, and leadership to grow
#J-18808-Ljbffr- ...CLA is currently seeking a Tax Principal or Signing Director to support our M&D/AFB clients in one of our Texas offices. This role contributes... ...at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership....PrincipalTax
$185k - $225k
...Description Job Description Tax Principal / Senior Tax Manager –... ...Ultra High Net Worth (UHNW) Fort Worth, TX |... ...public accounting and advisory firm dedicated to... ..., trusts, estates, and closely held businesses... ...strategies focused on wealth preservation, estate planning...PrincipalTaxFor contractorsPrivate practiceWork at officeImmediate startRemote work- ...A leading tax and advisory firm in Fort Worth is seeking a seasoned tax professional with over 10 years of experience to provide top-level reviews of various tax returns. The ideal candidate will have a CPA or JD, excellent leadership skills, and proficiency in tax preparation...PrincipalTaxWork at officeRemote work
- A leading financial advisory firm in Fort Worth is seeking experienced Financial Advisors to provide high-level service to clients with substantial investment needs. Responsibilities include onboarding clients and driving new business in a collaborative environment. Candidates...Tax
$100k - $250k
...relevant experience, a four-year degree, and a CFP designation. Responsibilities include sales proficiency and integration of advanced Wealth Management techniques. The compensation is competitive, with a salary range of $100,000 - $250,000 and full benefits paid by the...Tax- ...CLA is a top 10 national professional services firm seeking a Tax Principal or Signing Director to join our San Antonio, TX Private... ...The Principal/Signing Director will provide high-level client advisory, leadership, and service delivery, with responsibility for a...PrincipalTax
- ...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...communities, and each other.CLA is currently seeking a Tax Principal or Signing Director to join our San Antonio, TX Private...PrincipalTaxFull time
- ...Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services... ...: Private Equity, Real Estate & Hospitality, Media & Entertainment... ...for senior manager and principal level candidates in tax... ...outcomes, including estate and wealth transfer planningRepresent...PrincipalTaxFull timeWork at officeLocal areaRemote work
- Northern Trust in Fort Worth, Texas, is seeking an experienced financial professional to develop and manage complex wealth management client relationships. The ideal candidate should have a minimum of 5 years in financial analysis or client servicing, possess advanced...
- ...CliftonLarsonAllen (CLA) is seeking a Tax Principal or Signing Director in Texas to lead a tax team serving M&D/AFB clients. You will manage... ..., and drive service delivery with a focus on compliance and advisory work. The role requires CPA licensure (JD or EA may be...PrincipalTax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a... ...- Leading tax compliance and advisory projects for financial services clients...TaxFull timeH1bLocal area- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to... ...industries: Private Equity, Real Estate & Hospitality, Media & Entertainment,... ...a commitment to excellence. As a Tax Principal in our Tax practice, you’ll have the opportunity...PrincipalTaxFull timeWork at officeRemote work
- EY is seeking a Real Estate Tax Manager in Fort Worth, Texas, to manage complex tax issues and deliver exceptional advice to clients. You will analyze evolving tax operations and develop strategic plans to enhance clients' tax activities. The role requires a Bachelor’s...TaxFlexible hours
- ...Overview We are currently seeking a very experienced tax accounting professional at the Tax Principal level within our Tax Service line at our Dallas,... ...and expatriate compliance services, and transaction advisory services. Required Qualifications A minimum of...PrincipalTaxSummer workWork at officeMonday to FridayMonday to Thursday
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a... ...system.Job Description:We are seeking a Principal to lead and grow our Oil and Gas / Energy... ...Managed Services practice. This leader will be responsible for building the vertical...PrincipalTaxFull timeLocal areaWorldwide
- EY EDGE offers a path to leadership in tax delivery across compliance, advisory, and related services. You will learn, grow, and contribute while building relationships and delivering high-quality advice for clients worldwide. The role emphasizes leading large teams, guiding...TaxWorldwideFlexible hours
- ...employee experience. What We Do And Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which... ...clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth...PrincipalTaxWork at officeRemote work
- Bank of America in Fort Worth, TX is seeking a tax professional responsible for planning, advisory, forecasting, and compliance across multiple jurisdictions. You will lead projects, coordinate resources, and manage partner relationships to support enterprise objectives...TaxLocal area
- CLA is seeking a Sales Tax Consulting Senior to join our State & Local Tax practice. You will research and advise on multistate sales and use tax issues while leading compliance engagements and driving tax savings opportunities for diverse clients. In this senior role,...TaxLocal area
- CliftonLarsonAllen LLP is seeking a Tax Senior Associate to join our Fort Worth Tax practice. You will prepare, supervise, and review... ...engagements while partnering with clients to deliver tailored advisory services. Qualified candidates have a Bachelor's in accounting/finance...Tax
- CLA (CliftonLarsonAllen) is seeking a Tax Senior Associate to join our Fort Worth Tax practice. You will supervise and review engagements... ..., and collaborate with clients to deliver tailored tax advisory services. We value collaborative, high-performing professionals...Tax
- ...The Bonadio Group is seeking an experienced Tax Principal in Texas. This role involves reviewing complex tax returns and developing strong client relationships. Successful candidates will have a minimum of eight years of tax experience, a relevant bachelor’s degree, and...PrincipalTax
$150k - $200k
A Top 50 CPA firm in the Fort Worth, TX area is looking to add a HNW Senior Tax Manager or Principal to their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for...PrincipalTaxFull time- Alcon MX is seeking a Senior Principal in Patient Safety & Experience. This role involves evaluating safety signals from clinical trials and ensuring compliance with regulatory standards while communicating findings to internal teams and external bodies. The ideal candidate...Principal
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their...TaxFull timeH1bLocal area- TPG in Fort Worth, TX seeks an Identity Governance and Administration (IGA) Principal to lead the ground-up redesign and maturation of the firm’s IGA program. This is a hands-on role focused on strategy, execution, and governance across the identity landscape. The position...Principal
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...TaxFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career in our Financial... ...us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC...TaxFull timeH1bLocal areaOverseas- Texans Can Academies seeks a Principal to serve as campus instructional leader and drive systemic school improvement. The role requires building authentic relationships with stakeholders and implementing a clear vision focused on student achievement. The ideal candidate...Principal
- ...Senior Wealth Advisor Apply ( locations Charlotte, NC Dallas/Ft. Worth... ...career and make a lasting impact with a leader in the financial industry! As a... ...goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate...TaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
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