High Net Worth Tax Specialist

Job SummaryAlvarez & Marsal Tax, LLC is seeking a highly skilled Tax Manager to join our Private Client Services Tax practice. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.Key...

A professional services firm in New York City is seeking a Tax Associate to join their team and work with High-Net-Worth clients. The ideal candidate will be responsible for contributing to client satisfaction by providing timely and effective responses to client needs and concerns.Key Responsibilities:Preparing and self-reviewing work products for...

Investment Opportunities for Ultra High Net Worth IndividualsLeah Yosef International seeks an experienced Alternative Investments Specialist to join our team in NYC. This role involves building and leading the investment packaging and distribution arm within an endowment model approach to investing.Key Responsibilities:Participate in idea generation,...

Job Title: Tax Manager - High Net Worth with International TaxManagement Business Solutions is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for managing complex tax matters and providing expert guidance to clients in the financial services industry.Key Responsibilities:Develop and implement tax strategies...

Job Summary:The USI Insurance Services Personal Risk Practice is seeking a highly skilled and experienced High Net Worth Risk Management Specialist to join our team. As a key member of our team, you will be responsible for providing comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex...

Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Inc. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.Key Responsibilities:Meet revenue...

Job Title: Senior Tax ManagerWe are seeking a highly experienced Senior Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for managing complex tax returns and providing expert advice to our clients. Key Responsibilities:Manage complex tax returns for high net worth individuals and familiesProvide expert advice on tax planning and...

Job SummaryWe are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal Tax, LLC. As a key member of our team, you will be responsible for providing tax and consulting services to high net worth individuals, including individual income tax, wealth transfer and succession planning, and international...

Job Title: Executive Assistant to High Net Worth IndividualJob Summary: We are seeking an experienced Executive Assistant to support a High Net Worth Individual and their family in a collaborative team setting.Responsibilities:Manage Outlook calendar and contacts for the familyExecute task list of miscellaneous requestsOnline research and purchasesManage...

Job SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citi Global Wealth at Work. As a Private Banker, you will be responsible for providing exceptional wealth management services to ultra-high-net-worth individuals and their families.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients,...

Private Wealth Advisor Job DescriptionWe are seeking a skilled Private Wealth Advisor to join our team at The Capital Group Companies, Inc. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...

Role OverviewIn this senior role, you will provide high-level tax and estate planning advice to clients with complex financial situations. This involves analyzing client needs, developing tailored strategies, and implementing tax-effective solutions.

Tandym Group Tax Accountant Job DescriptionA boutique firm, focusing on tax services for high-net-worth individuals and families with a primary investment interest in real estate, is seeking a qualified tax professional to join our team.Responsibilities:Provide tax planning and compliance services for high-net-worth individuals, partnerships, corporations,...

Job SummaryAlvarez & Marsal Tax, LLC is seeking a skilled Tax Manager to join our Federal Tax-Private Client Services practice. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax.Key...

At White Oak Fund Services, LLC, we need a skilled Private Equity Tax Specialist to join our team. Here's what you should know about the role.Responsibilities:Prepare private equity partnership and individual tax returns.Conduct basic tax research.Qualifications:Bachelor's degree or equivalent in Accounting.Experience in private equity accounting...

Citi Global Wealth at Work is a strategic partner to lawyers, accountants, asset managers, and management professionals, offering a comprehensive range of banking, investing, and wealth management services.As a Private Banker, you will be responsible for identifying and establishing relationships with ultra-high-net-worth individuals and families, providing...

Our client is a leading financial services organization seeking a Senior Tax Professional to join their team. As a key member, you will work closely with Principals and high-net-worth clients with substantial holdings, managing tax compliance and planning for designated clients. Key responsibilities include preparation of individual, corporate, partnership,...

Tax Manager Job DescriptionA leading wealth management firm in New York City is seeking an experienced Tax professional to join their team as a Tax Manager. In this role, the Tax Manager will work closely with a Managing Director to provide accounting and family office services to a large client.Responsibilities:Conduct a detailed review of Federal and...

About the JobWe are seeking an experienced Senior Tax Accountant to work collaboratively with our team of professionals. The ideal candidate will have a strong focus on high net worth individual returns and partnership returns.Key Responsibilities• Lead the preparation of complex partnership and high net worth individual tax returns.• Contribute to the...

Beacon Hill Staffing Group is seeking a seasoned Tax Manager to join their team. The ideal candidate will possess a bachelor's degree in accounting and 10+ years of tax experience, including expertise in tax provisions.The Tax Manager will be responsible for ensuring compliance with domestic and federal tax laws and regulations, as well as preparing...