Tax Director: High-Impact, Remote-Ready Wealth Planning

A financial services firm in Washington is seeking an experienced Tax Director to build a modern tax practice. Apply (by clicking the relevant button) after checking through all the related job information below. This role requires managing compliance and delivering holistic tax strategies to high-net-worth clients. The ideal candidate will have over...

A financial services firm in Washington is seeking an experienced Tax Director to build a modern tax practice. This role requires managing compliance and delivering holistic tax strategies to high-net-worth clients. The ideal candidate will have over 10 years of tax experience, a CPA license, and a strong background in equity compensation and multi-state tax...

Tax Director - Trusts and Estate (Remote)Salary: $180,000 - 210,000/year - bonus, equity, benefits. The Tax Director Trusts & Estates will lead our firms fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical...

Remote Senior Tax Associate | High-Net-Worth Join to apply for the Remote Senior Tax Associate | High-Net-Worth role at LEVELOCITI. Location: Remote (must be based in the U.S.). Compensation: Competitive Salary ($80k-120k+) & Strong Annual Bonuses (~8-10%). Benefits 401k Match up to 5% Unlimited PTO Model Reduced Summer Hours (~35 hours/week) Lower Busy...

Join to apply for the Managing Director Wealth Management role at DataAnnotation We are looking for a Managing Director Wealth Management to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of...

A leading financial services firm is seeking a Tax Director – Trusts & Estates to oversee fiduciary and estate tax practice. The role involves managing complex tax compliance, mentoring team members, and providing strategic tax planning for high-net-worth clients. Ideal candidates should hold a CPA license and have over 10 years of experience in trust and...

Join to apply for the Tax Director role at Compound Base pay range $175,000.00/yr - $200,000.00/yr About Compound Compound Planning is a digital family office and tech-enabled RIA managing more than $4B for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help...

Who You\'ll Work WithBernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of...

Associate Manager, Deployment ReadinessAs an Associate Manager, Deployment Readiness you will lead stakeholders cross-functionally to make independent decisions with limited direction to drive ambiguous tasks to a collaborative and on-time outcome in Cutover and Hypercare. This role will be key to ensure readiness for the ERP deployment and bringing...

Join to apply for the Tax Director role at Compound The following information provides an overview of the skills, qualities, and qualifications needed for this role. Base pay range $175,000.00/yr - $200,000.00/yr About Compound Compound Planning is a digital family office and tech-enabled RIA managing more than $4B for high-net-worth founders, early...