Senior Tax Leader: High-Net-Worth

A leading advisory firm in Houston is seeking a Senior Tax Manager to provide strategic leadership for complex tax engagements. This role involves advising high-net-worth clients on tax planning strategies and reviewing complex tax returns. The ideal candidate will have at least 8 years of tax preparation experience, a CPA license, and strong expertise in...

A leading energy company in Houston seeks a Senior Tax Analyst to join its Family Office tax team. This role focuses on preparing tax returns and handling complex tax matters for high-net-worth individuals and related entities. Candidates should have a Bachelor's degree in Accounting, CPA certification preferred, and at least 2 years of experience in public...

Senior High Net Worth Lending Specialist The Senior High Net Worth Lending Specialist will support US Wealth Management field and management to help grow the High Net Worth (HNW) credit and liquidity business through serving as the key contact for financial advisors and their HNW and Ultra High Net Worth (UHNW) clients. This role will also assist Head of...

Overview Sales Executive - Personal Lines/ High Net Worth. World Insurance Associates is a financial services organization with a global network of brokers and specialists offering risk management, benefits programs, and retirement services. Primary Responsibilities Identify, prospect, and cultivate new business opportunities, focusing on High Net Worth and...

We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment.The Senior Tax Analyst's responsibilities include, but are not limited to:Prepare federal and state income tax returns for investment...

We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment. The Senior Tax Analyst's responsibilities include, but are not limited to: * Prepare federal and state income tax returns for investment...

DescriptionWe are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment.The Senior Tax Analyst's responsibilities include, but are not limited to:Prepare federal and state income tax returns for...

Join a top-tier CPA firm as a Senior Tax Manager, where you'll lead a dynamic team in delivering exceptional tax solutions to a diverse clientele. This role emphasizes client engagement, technical expertise, and business development, providing an exciting opportunity to shape the future of tax services. With a focus on middle-market companies and...

Join a top-tier CPA firm as a Senior Tax Manager, where you'll lead a dynamic team in delivering exceptional tax solutions to a diverse clientele. This role emphasizes client engagement, technical expertise, and business development, providing an exciting opportunity to shape the future of tax services. With a focus on middle-market companies and...

Our Client is a growing, high-quality CPA firm headquartered in Central Houston. Known for its strong reputation and family-friendly culture, the firm serves a diverse client base of small to mid-sized businesses across multiple industries, as well as high-net-worth individuals. With a highly developed tax practice, Our Client combines technical excellence...