Private Client Tax Strategist | High-Net-Worth & Hybrid Seaport
Creative Financial Staffing, LLC
Creative Financial Staffing, LLC in Boston Seaport is seeking a Private Client Tax Accountant to prepare and review 1040 and 1041 returns for high-net-worth individuals and families. This hybrid role offers collaboration with attorneys and advisers, tax planning support, and opportunities to advance within a prestigious professional services environment in the Seaport district. Competitive compensation aligns with 105k–145k salary plus bonus; 3–4 days in office in Boston. #J-18808-Ljbffr Creative Financial Staffing, LLC
- ...leading New England regional public accounting firm, seeks a Tax Manager for its Boston Private Client Services Team on a flexible hybrid basis. You will plan and advise on tax strategies for high-net-worth clients and their entities, ensuring timely returns and responsive...TaxPrivate clientHigh net worthFlexible hours
- ...firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical... ...planning and advising for high-net-worth individuals, preparing and reviewing... ...team collaboration in a flexible hybrid environment. With over 4 years of...TaxPrivate clientHigh net worthFlexible hours
$155k - $190k
...And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services for high-net-worth individuals, families, trusts, estates, and... ...base salary range is $155K-$190K with a flexible hybrid schedule. The role offers advanced tax work, leadership...TaxPrivate clientHigh net worthSummer workFlexible hours$350k - $400k
Daley And Associates, LLC is seeking a Tax Partner with deep Private Client Services experience to lead engagements with ultra-high-net-worth clients on the East Coast. This is a senior... ...compliant and innovative tax solutions. Hybrid work with relocation optional; base...TaxPrivate clientHigh net worthRelocation$185k
...Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A... ...(10+ years) to join its growing private client practice in Boston. This... ...The Role Advise clients on estate, tax, and wealth transfer planning...TaxPrivate clientHigh net worthPrivate practice$105k - $145k
...CFS Opportunity: Private Client Tax Accountant Location: Boston, MA (Seaport District, 3-4 Days In Office) Salary: $105,0... ...Tax Accountant will work with high-net-worth individuals, families, trusts,... ...Sophisticated tax engagements Hybrid schedule in Boston's Seaport district...TaxPrivate clientHigh net worthWork at office- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team.... ...tax and estate planning, specifically advising high-net-worth international families. The ideal candidate will possess...TaxPrivate clientHigh net worth
- ## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote type... ...to introduce and onboard clients for trustee appointment and... ...planning (e.g., retirement, tax, estate planning, other) inquiries... ...clients and staff (both Private Client Group and Mass...TaxPrivate clientHigh net worthTemporary workWork at officeLocal areaWork from homeFlexible hours
$180k - $230k
DescriptionOur client, a well-established law firm,... ...level Attorney to join a private client practice... ...estate administration, tax-sensitive wealth transfer... ...experience)Schedule: Hybrid (3 days in, 2 days remote... ...:Advise high-net-worth individuals, families,...TaxPrivate clientHigh net worthPrivate practiceRemote work- ...Tax ManagerAt EisnerAmper, we look for individuals who welcome... ...Tax Manager to join our Private Client Services (PCS) team in Boston... ...closely held businesses and high net worth individuals with the solutions... ...@eisneramper.com#LI-Hybrid#LI-MG1Preferred Location:Boston...TaxPrivate clientHigh net worthTemporary workLocal area
- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate /... ...planning, with a focus on advising high-net-worth international families and their... ...collaborate effectively. Benefits Hybrid work environment with remote work options...TaxPrivate clientHigh net worthRemote work
- ...KLR delivers assurance, tax, and business advisory services to private and publicly held companies... ...to join our Private Client Services Team in our Boston... ...office on a flexible hybrid basis. Job Responsibilities... ...and advising of high-net-worth clients that include high...TaxPrivate clientHigh net worthWork experience placementWork at officeFlexible hours
- ...Planning Specialist for its High Net Worth Planning Services team. The role... ...on estate, business, and tax planning, translating complex... ...guidance for high-net-worth clients. Ideal candidates have CFP designation... .... The position supports a hybrid work model, with multiple U.S...TaxHigh net worthRemote work
$190k
Senior Tax Manager - Private Client Services / HNW $155K-$190K Base| Flexible Hybrid | Boston A leading top 100 CPA and business advisory firm is seeking a Senior Tax... ...its Private Client Services team, supporting high-net-worth individuals, multi-generational families,...TaxPrivate clientHigh net worthSummer workFlexible hours$140k - $160k
...Planning Specialist, High Net Worth Planning Services Location... ...to the office on a hybrid schedule requiring a minimum... ...Financial Planning Strategist to join our High Net... ..., Business Planning & Tax Planning strategies.... ...their high-net-worth clients. Education Requirements...TaxHigh net worthFull timeWork at officeRemote work$200k - $245k
...Description Job Description Private Client Trusts & Estates Associate... ...handling sophisticated high-net-worth estate planning, trust and estate... ...transfer strategy, and tax-efficient succession planning... ...structures The firm offers a hybrid schedule with two remote...TaxPrivate clientHigh net worthPrivate practiceRemote work2 days per week$350k - $400k
Tax Partner - Private Client Services This is a unique opportunity for a senior-level tax professional... ...who has worked with ultra-high-net-worth clients. This is a client-facing leadership... ...Relocation is also an option. This is a Hybrid opportunity. Responsibilities:...TaxPrivate clientHigh net worthRelocationFlexible hours- Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver... ...advisory services. You will engage with high-net-worth individuals, expand the client base, and work within a hybrid setup that balances client service with collaboration...Private clientHigh net worth
- ...your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is... ..., closely held businesses and high net worth individuals with the solutions they... ...please email: #LI-MA1 #LI-Hybrid Preferred Location: Boston...TaxPrivate clientHigh net worthTemporary workLocal area
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a... ...compliance services tailored exclusively to high-net-worth individuals, closely held business... ...hours and locations: in office and hybrid. What You Will Do: Prepare and...TaxPrivate clientHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$112.68k - $169.02k
...Noyes (BNN) is a top 100 tax, assurance, and... ...recognition for superior client service. BNN was founded... ...Requirements ~Dedicated to high-caliber client service... ...services to high net worth individuals and family... ...based on business needs ~Hybrid work option ~Supportive...TaxPrivate clientHigh net worthCasual workWork at officeFlexible hours$106.5k - $195.1k
...FY27 - Financial Services - Private Client Services - Tax ManagerLocation: New York... ...companies. These clients are high-growth private companies,... ...management, including High Net Worth Individuals' personal business... ...-led and leader-enabled hybrid model. Our expectation is for...TaxPrivate clientHigh net worthWork experience placementSummer holidayImmediate startFlexible hours- ...experience in estate planning, tax planning, and trust/estate... ...administration. The role involves advising high-net-worth clients and collaborating with a skilled team in a private firm setting. The successful... ...in MA/NH (or waiver). A hybrid in-office/remote schedule,...TaxHigh net worthWork at officeRemote work
$90k - $120k
...Private Client Advisor Joining Henley & Partners as the... ...Join us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ...wealth managers, lawyers, tax advisors, and other referral... ...~15 days of PTO; ~ Hybrid setting; ~ Career...TaxPrivate clientHigh net worthLocal areaFlexible hours- ...perform examinations of our clients' financial statements.... ...both public and private client engagements. We... ...availability to work in a hybrid setting 32 hrs/wk, Mon... ...largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family...TaxPrivate clientHigh net worthInternshipSummer internshipLive inWork at officeLocal area3 days per week
- ...collaborative, fast-paced environment with a hybrid in-office/remote schedule. The ideal candidate... ...has 3-5 years of experience in estate planning, tax planning, and trust and estate administration, with high‑net‑worth client experience, excellent writing and...TaxHigh net worthWork at officeRemote work
- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology... ...delivers actionable insights to help clients anticipate what is next and discover new... ...use of applicable technologyOur High Net Worth practice one of the largest practices in...TaxPrivate clientHigh net worthWork at office
- A leading tax and advisory firm in Boston is seeking a Tax Senior. The role involves preparing individual... ...benefits like paid time off, health insurance, and a hybrid work option. This position emphasizes teamwork and superior client service. #J-18808-Ljbffr Baker Newman NoyesTaxPrivate client
- ...in Boston is seeking a Tax Staff Accountant to... ...experience, with exposure to clients and mentorship from... ...base, including privately held businesses, partnerships... ..., entrepreneurs, high-net-worth individuals, trusts, and... ...collaboration within a hybrid work model. #J-18808-...TaxHigh net worth
- ...and expertise in accounting, tax, advisory, benefits, insurance... ...delivers actionable insights to help clients anticipate what is next and... ...and externallyProven high level of business integrity, client... ...consultative service to high-net-worth individuals and familiesMarket...TaxPrivate clientHigh net worthWork at office
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