Senior Tax Advisor for High Net Worth Clients

Job OverviewWe are seeking an experienced and skilled High Net Worth Tax Advisor to join our Private Client Services team as a leadership role. The ideal candidate will have a strong background in tax consulting, excellent communication skills, and the ability to lead high-profile engagements.The successful candidate will be responsible for providing tax...

Tax Expert PositionWe are seeking a seasoned Senior Tax Accountant to enhance our tax services at Blue Signal, an award-winning executive search firm specializing in professional services. This role is integral to supporting complex tax processes and delivering precise, compliant, and timely filings for high-net-worth (HNW) clients.Key...

High Net Worth Tax SpecialistWe are a relationship-oriented CPA firm established in 1995, specializing in high net worth individuals and closely held growing businesses in diverse fields such as real estate, services, retail, and wholesale trades.**Job Overview:**This is a fantastic opportunity to join our team as a High Net Worth Tax Specialist. In this...

Job OverviewIrvine Technology Corporation seeks a qualified Tax Preparer for a remote or hybrid position. As a key member of our wealth advisory firm, you will contribute to high-net-worth tax preparation and planning engagements.Key ResponsibilitiesSupport clients with quarterly/periodic estimated tax calculations.Prepare and review personal federal and...

We are seeking a seasoned Tax Senior to provide expert tax services to our clients. The successful candidate will have a strong background in tax compliance and tax planning, as well as experience working with complex entities such as S Corporations, Partnerships, C Corporations, and Trusts and Estates.Main ResponsibilitiesTax Return Preparation and Review:...

Role ResponsibilitiesThe Private Wealth Services Associate will be responsible for providing comprehensive support to high net worth clients, including assistance with client accounts and transactions, ensuring compliance and reporting, and providing operational and client support. The ideal candidate will have a bachelor's degree, FINRA registration (Series...

About the RoleWe are seeking a Corporate Tax Manager to join our team in High Net Worth Individuals. This role is responsible for providing tax compliance and consulting services to high net worth clients.Key Responsibilities:Manage tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities.Provide executive presence...

We are seeking a highly skilled High-Net-Worth Tax Associate to join our team at Jobot in Century City (Los Angeles), CA. As a key member of our tax department, you will work closely with high-end clients, providing expert tax services for real estate and entertainment industries.About the RoleWe are offering a competitive salary of $80,000 - $110,000 per...

Job Opportunity: Tax Expertise for HNWIsWe are a reputable CPA firm based in San Francisco, CA, with a focus on serving privately-held businesses and high-net-worth individuals.Our clients include influential leaders across various sectors such as technology, real estate, and investment.Key Responsibilities:Develop and implement effective tax strategies for...

Company OverviewCyberCoders is a top 50 CPA advisory firm seeking an experienced tax professional to join our dynamic team. As a leading provider of tax services, we pride ourselves on delivering exceptional client service and building strong relationships with our high-net-worth individual clients.

**Job Overview**Avior Executive Search seeks an exceptional Sr. Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with tailored investment solutions and exceptional service.As a Senior Relationship Manager, you will be part of...

Key ResponsibilitiesBuild relationships with high-net-worth and ultra-high-net-worth individuals and families to expand the pre-qualified client base through referrals.Sell exclusive proprietary private equity investment products to high-net-worth and ultra-high-net-worth individuals and families.Originate and complete sales calls and presentations remotely...

We are seeking an experienced insurance professional to join our team in Los Angeles. As a Personal Lines Account Executive, you will be responsible for building and maintaining strong relationships with high-net-worth clients.The ideal candidate will have experience working with high-net-worth clients and a deep understanding of their unique needs. You will...

About Us: Offit Kurman is a nationally recognized law firm known for its dynamic culture and focus on delivering exceptional client service. We're seeking a seasoned trusts and estates attorney with a passion for serving high-net-worth clients.Key Responsibilities:First-chair draft basic and sophisticated estate planning documents, incorporating estate and...

Company OverviewInsurance Search Specialists is a leading insurance brokerage firm dedicated to connecting talented professionals with top insurance companies. With over 25 years of experience, we specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits.Salary and BenefitsWe offer an attractive compensation package,...

Key ResponsibilitiesThe successful candidate will be responsible for managing an established book of high net worth clients, including:Educating customers/clients on their policy coveragesCollaborating with Quality Managers to address any questions or discrepancies on customer accountsProactively soliciting increases in coverages for accounts at every...

About the OpportunityEstimated Salary: $120,000 - $180,000 per year.We are seeking a seasoned Senior Relationship Manager to join our team at Avior Executive Search. The ideal candidate will have a proven track record of developing new clients and maintaining close relationships with existing ones.The Senior Relationship Manager will work closely with High...

About the Role:We are a leading CPA advisory firm seeking an experienced Tax Sr. Manager or Director to join our dynamic team. As a Tax Director, you will be responsible for leading tax planning and compliance for individual, gift, pass-through entities, and estate taxes for high-net-worth clients. You will also manage trust and estate tax matters, ensuring...

Job SummarySought after Senior Tax Manager to provide expert tax guidance to high-net-worth individuals and entities in a fully remote setting. This position offers a competitive salary of $175,000 - $200,000 per year, commensurate with experience.About UsWe are a highly respected CPA firm based in San Francisco, CA, known for our focus on privately-held...

Role OverviewThe Tax Manager role at Jobot involves leading and managing a team of tax professionals to deliver exceptional tax services to our high net worth clients. As a Tax Manager, you will be responsible for developing and implementing tax strategies, managing client relationships, and ensuring timely delivery of tax services.Key...