Tax Senior Manager, High Net Wealth

About the RoleBaker Tilly US, LLP, a leading advisory, tax, and assurance firm, is seeking a highly skilled Tax Senior Manager to join our growing Private Wealth practice. As a key member of our team, you will provide exceptional tax planning and consulting services to high-net-worth individuals, families, and their businesses.Key Responsibilities:Provide...

OverviewBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm is committed to delivering exceptional client service and providing innovative solutions to help our clients achieve their...

Senior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Leah Yosef International. As a key member of our multi-family office, you will be responsible for managing ultra-high net worth client relationships, providing comprehensive wealth management, complex tax and estate planning strategies, investment management,...

Job Title: High Net Worth Tax Senior ManagerWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum Smith+Brown P.C. as a High Net Worth Tax Senior Manager. In this role, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key Responsibilities:Provide tax...

About the RoleWe are seeking a highly experienced Tax Managing Director to lead our high net worth client engagements. As a key member of our team, you will be responsible for developing and executing tax strategies that meet the complex needs of our high net worth clients.Key ResponsibilitiesLead client engagements for high net worth individuals and...

About the RoleWe are seeking a highly skilled Senior Manager to join our High Net Worth Tax team at Lindquist LLP. As a Senior Manager, you will be responsible for leading tax reviews, researching and drafting tax memorandums, and identifying tax planning opportunities for our high net worth clients.Key ResponsibilitiesLead tax reviews for individual,...

Job Title: Tax Associate - Wealth ManagementWe are seeking a highly motivated and detail-oriented Tax Associate to join our Wealth Management team. As a Tax Associate, you will play a critical role in providing tax advisory and compliance services to our high-net-worth clients.Key Responsibilities:Prepare personal, partnership, corporate, trust, foundation,...

About the RoleWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesProvide tax planning and compliance services to high net worth individuals and...

About Cresset CorporationCresset Corporation is a leading provider of wealth management and private investment services. Our mission is to deliver exceptional results and unparalleled service to our clients.Job DescriptionWe are seeking a highly skilled and experienced Tax Director to join our team. As a Tax Director, you will be responsible for providing...

Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth individuals and their families, businesses, and nonprofit organizations.Key...

Job Title: Senior Wealth AdvisorWe are seeking an experienced Senior Wealth Advisor to join our team at Care Dynamics, LLC. As a Senior Wealth Advisor, you will be responsible for cultivating and maintaining high-net-worth client relationships, developing and nurturing a referral network, and providing strategic investment planning advice.About the RoleThis...

Job DescriptionPosition Overview:We are looking for a skilled and client-oriented Senior Wealth Management Advisor to enhance our services. The successful candidate will oversee and expand a portfolio of affluent clients, offering customized financial guidance and crafting strategies to assist clients in reaching their financial aspirations. This position...

Job Summary:We are seeking a Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key Responsibilities:Client Acquisition:...

About the RoleMercer Global Advisors Inc. is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for deepening relationships with high net worth clients and growing their practice through referrals.Key ResponsibilitiesPartner with affluent clients to identify...

Join Our Team as a Tax ManagerCPS, a leading regional CPA firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects for high-net-worth individual clients.Key Responsibilities:Review and analyze complex tax returns to ensure accuracy...

Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our distinguished Private Client team. This role is pivotal in managing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key ResponsibilitiesClient Engagement: Act as the main...

Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our esteemed Private Client division. This role is pivotal in establishing and nurturing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key Responsibilities:Client Engagement:...

Job Summary:We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals.Key Responsibilities:Provide...

About CressetCresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way individuals experience wealth. With a strong focus on delivering exceptional client service, Cresset offers personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a...

About the RoleCitigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with new and...