📑 National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division Description: Major responsibilities include, but are not limited to: Prepare tax returns and income tax projections, estimated tax vouchers, and extension forms Research and answer all related tax issues Process filings for tax form ...
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📑 At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance. From hybrid schedules ...
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📑 Towson, MD, CPA Firm This is where challenge and professional growth meet. Smart, genuinely friendly, creative and inspiring team members. Our diverse client groups include Diverse Businesses, High Net-Worth, Real Estate Investors, Professionals, and more. In addition to competitive salary, bonuses and generous vacation time, we offer an incredi ...
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📑 At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance. From hybrid schedules ...
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📑 A professional services firm in Florida is actively seeking an experienced Tax professional to join their in a Senior, Manager, or Senior Manager role.Responsibilities:The Tax Senior / Manager / Senior Manager will be responsible for:Addressing client concerns and problemsLeading and developing the Tax team in a fast-paced, dynamic environmentNetwo ...
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📑 Market Leader, Managing Director Multi-Family OfficeOverview Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.Extremely Competitive Payouts - Immediate Equity opportunityHighlights Multi Billion Plus in Asse ...
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📑 Senior Client Service AssociateBillion+ Independent Wealth Management FirmStamford, CT OverviewMulti-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment managem ...
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📑 National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division Description: Major responsibilities include, but are not limited to: Prepare tax returns and income tax projections, estimated tax vouchers, and extension forms Research and answer all related tax issues Process filings for tax form ...
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📑 The Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minimize liability a ...
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📑 At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients; directs all phases of team’s operations; contributes to development ...
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📑 Job DescriptionThe Senior Tax Manager for ultra high net worth individuals is responsible for overseeing and managing all aspects of tax planning and compliance for clients with significant wealth. This individual will work closely with high net worth individuals, family offices, and other advisors to develop and implement tax strategies that minim ...
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📑 Job Description Senior Tax Manager / Tax Partner - HNWI / Private Client Services Job description Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.The successful candidate will join a well-established firm and be well-versed in high net worth individual, tr ...
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📑 Marcum LLP offers a great career with exceptional benefits.There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and suppor ...
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📑 Full Service Multi-Family OfficeOverviewBoutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership.HighlightsHigh Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax ...
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📑 Well established mid-market CPA firm in Watchung seeks a Senior Tax Accountant for an outstanding career opportunity. This is an opportunity with exceptional professional growth, training & development with a firm that values its employees. Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment ...
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📑 Job DescriptionJob DescriptionA prestigious accounting firm seeks a highly skilled and experienced Tax Senior Manager specializing in high net-worth clients.In this role, you will provide strategic tax planning and compliance services to our esteemed high-net-worth clients.Your expertise will ensure our clients optimize their tax positions while co ...
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📑 Title: Financial Advisor (CFP)Type: Full-time / Perm / On-siteLocations: San Francisco, CASan Mateo, CALos Gatos, CAWalnut Creek, CASalary Range: 125K - $250K (depending on location and relevant experience)Summary:Our client is seeking talented, experienced, senior-level Financial Advisors to join their rapidly growing Wealth Management and Tax (RI ...
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📑 Job Purpose:The primary focus of a Private Client Officer is to provide exceptional service to clients and to create an experience that goes above and beyond that of the traditional banking atmosphere. We believe in having open, honest, and genuine conversations with our clients to make sure we are helping them to make the right financial decisions ...
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📑 Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With ...
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📑 Our client is a planning first RIA with offices across the United States. They focus on holistic planning services for high net worth private clients with a team structure that allows for more tailored care. With more than $8 billion in assets under management, their mission is to help their clients, colleagues, and global community to live richer ...
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📑 The Tax Manager for High Net Worth services is responsible for the efficient, accurate, complete and timely preparation of all assigned client's tax returns, other projects and occasional consulting. Essential Functions: Performs technical tax review of all high net worth tax returns, including individual and fiduciary returns. Competently reviews ...
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📑 Tax Senior Associate - High Net Worth TaxJob LocationsUS-CA-Sherman Oaks | US-WA-Gig HarborID2023-6721CategoryTax ServicesPosition TypeFull-TimeWork Option(s)Hybrid / In-OfficeWho We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States an ...
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📑 JCW is recruiting for a Senior Wealth Advisor for a rapidly growing bank in the Greater Houston area. The ideal candidate will have strong experience selling bank products to High Net Worth clients.Responsibilities:Provide Premier Clients with banking products, such as financial planning, investment management and retirement support.Represent the b ...
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📑 At Wipfli, people countThe way you think makes you different. At Wipfli, we embrace that.Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.We're also focused on helping you achieve success with balance. From hybrid schedules and ...
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📑 Achieve your career goals with us! We deliver top-tier technical and interpersonal service to High Net-Worth clients in Technology, Private Equity, Real Estate, Service, Manufacturing and more. Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary ...
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📑 Looking to work at a firm that encourages a work life balance and a path to Partner?WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their acc ...
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📑 Senior Tax Manager - High Net Worth page is loaded Senior Tax Manager - High Net Worth Apply locations Chattanooga, TN time type Full time posted on Posted 8 Days Ago job requisition id R190 WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace cultu ...
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📑 Job DescriptionJob DescriptionTax Senior Manager - High Net WorthDue to recent growth in our Family, Executive, & Entrepreneur Advisory Services (FEAS) group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in high net worth individuals. Qualified candidates will also have ...
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📑 At Wipfli, people countThe way you think makes you different. At Wipfli, we embrace that.Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.We’re also focused on helping you achieve success with balance. From hybrid schedules and ...
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📑 WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help pos ...
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📑 Looking to work at a firm that encourages a work life balance and a path to Partner?WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their account ...
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📑 About this JobTax compliance, preparation, & review of: complex multi-state returns, consolidated returns & foreign reporting for both businesses and entitiesTax compliance, preparation, & review of tax returns for high-net worth individualsDirect interaction with partners & clients, along with mana ...
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📑 Our established client is looking for a Tax Manager to join their growing team! You'll be leading tax engagements, managing client relationships, and crafting tax strategies for high-net-worth individuals and businesses. If this sounds like a team you would be interested in joining, Apply Now!Title: Senior Tax ManagerLocation: 5x on-site in Forth W ...
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📑 Summary of Responsibilities:The Tax Senior Manager for High Net Worth is responsible for the efficient, accurate, complete and timely preparation of all assigned client's tax returns, research and consulting projects.Essential Functions: Performs technical tax review and approval of all tax returns Performs technical tax review of all high net wor ...
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📑 About CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment ad ...
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📑 Job DescriptionEisnerAmper is seeking an experienced, team oriented tax manager to join their Private Client Services (PCS) practice in New York. We are seeking someone who works well on a distributed team and provides exceptional client service. Our practice specializes in providing family office and tax services to high net worth individuals and ...
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📑 Private Wealth Services Senior Manager (Philadelphia, PA) Title: Private Wealth Services Senior Manager @ Philadelphia , P A Terms of Hire: Full Time. Role Description The Tax Senior Manager in the General Tax Private Wealth Service group is responsible for leading the practice and provi ...
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📑 Senior Tax Accountant (CPAs or CPA Candidates) Direct Hire Onsite (3 days a week) Must Haves:Bachelor’s degree in accounting from an accredited college or university4-12 years CPA firm experienceCurrently licensed CPA (or candidate, with commitment to complete CPA exam before being promoted to Manager with subsequent obtaining of licensure), Enrol ...
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📑 Why Choose RKL?RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:Hybrid working environmentFull medical, dental, and vision coverageCommitment to work life balanceInvestment and complete buy-in to your career progress, through trainings, mentorships and advancementCPA reimbursement el ...
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📑 Please Note: No relocation assistance provided CPA (Required) About the Job: We have an immediate opening for a Tax Manager. Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, clo ...
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📑 Hire Resolve is currently seeking a talented and experienced Tax Manager specializing in High Net Worth clients for our esteemed client in Chicago,IL. This is a unique opportunity to join their dynamic team and work with affluent individuals, families, and organizations to provide comprehensive tax planning and compliance services.< ...
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📑 Job DescriptionJob DescriptionHire Resolve is currently seeking a talented and experienced Tax Manager specializing in High Net Worth clients for our esteemed client in Chicago,IL. This is a unique opportunity to join their dynamic team and work with affluent individuals, families, and organizations to provide comprehensive tax planning and complia ...
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📑 Job DescriptionJob DescriptionTax Manager/Director - High Net WorthOur client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services. This role provides an opportunity to join a high performing practice where you will use your expertis ...
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📑 Looking to work at a firm with an unbeatable culture?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs ...
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📑 Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!We serve clients ...
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📑 Looking to work at a firm with an unbeatable culture?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs ...
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📑 Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!We serve clients ...
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📑 TAX MANAGER- HIGH-NET-WORTH Location:Colorado Springs, CO or Denver, COCompensation:$98,000-$127,400Who We Are:Stockman Kast Ryan + Co is a well-established CPA firm based in Colorado Springs. We are rapidly growing and expanding into the Denver market! This position could work out of either COS or Denver location.At SKR+CO we work hard and play ha ...
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📑 Looking to work at a firm with an unbeatable culture?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs ...
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📑 Looking to work at a firm that encourages a work life balance and a path to Partnership?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSMin today’s modern business landscape.Withumempowers clients with innovative tools and solutions to address their accounting, tax an ...
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