Tax Expert for Ultra-High-Net-Worth Clients

Job Summary:The Regional Vice President, UHNW is responsible for driving sales momentum for our financial planning teams by identifying, initiating, developing, and maintaining relationships with ultra-high net worth prospects. This role will support Mercer's efforts to attract new ultra-high net worth clients and families.Key Responsibilities:• Identify...

Job Title: Tax Director for Private Client ServicesJob Summary:We are seeking a highly experienced Tax Director to join our Private Client Services team. As a Tax Director, you will be responsible for leading a team of tax professionals in providing high-quality tax services to our clients.Key Responsibilities:Lead a team of tax professionals in providing...

Job Title: Tax Director - High Net Worth IndividualsAbout the Role:We are seeking a highly experienced Tax Director to join our team at Henderson Harbour Group. As a Tax Director, you will be responsible for providing high-quality tax advisory and estate planning services to our high net worth individual clients.Responsibilities:Provide tax compliance...

Job Title: Tax Manager - High Net Worth with International TaxJob Summary:A reputable Public Accounting firm, GPAC, is seeking a highly skilled Tax Manager to join their team. As a Tax Manager, you will be responsible for providing expert tax advice to high net worth clients with international tax complexities.Key Responsibilities:• Research and review tax...

OverviewBaker Tilly Advisory Group, LP, a leading advisory, tax, and assurance firm, is a global network of professionals offering a comprehensive range of services to clients across the globe. With offices in major financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston, we provide a genuine coast-to-coast and global...

Job Summary:The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of high net worth clients' individual, estate, gift, and fiduciary tax returns. This role requires advanced technical skills in tax and accounting areas, as well as well-developed management and supervisory skills. The Tax Manager may have input on any...

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve...

Personal Lines Account Executive PositionWe are seeking an experienced Personal Lines Account Executive to manage a portfolio of high-net-worth clients. In this role, you will be responsible for ensuring client satisfaction and utilizing the AMS360 agency management software to optimize operations.The ideal candidate will have a minimum of 5 years of...

Job Title: Tax Director, Private Client ServicesRegal Executive Search is seeking a highly skilled Tax Director to join our Private Client Services team. As a key member of our team, you will be responsible for leading and managing a team of tax professionals, providing expert tax advice to high net worth individuals, trusts, estates, and small...

Job Title: Tax Manager - HNW RoleJob Summary: We are seeking a highly skilled Tax Manager to join our team at CyberCoders. As a Tax Manager, you will be responsible for providing expert tax advice and guidance to high net worth individuals (HNW) and ultra-high net worth individuals (UHNW).Key Responsibilities:Preparing and managing complex tax returns for...

About the Role:Crowe is seeking a Managing Director to lead our Estate, Gift & Trust practice. This role requires expertise in estate, gift and trust taxation to provide consulting, compliance and controversy services to complex ultra-high net worth private clients.Key Responsibilities:Provide leadership and tax technical expertise for consulting, compliance...

Job Summary:We are seeking a highly skilled Personal Risk Advisor to join our team at USI Insurance Services. As a Personal Risk Advisor, you will be responsible for cultivating relationships with high net worth individuals and family offices, providing comprehensive risk management and insurance consultation services.Key Responsibilities:Develop and...

Unlock Your Potential as a Client Relationship Associate at Capital GroupAs a Client Relationship Associate, you will play a vital role in providing exceptional service to our high-net-worth individuals, trusts, and foundations nationwide. You will assist financial advisors with administrative tasks, such as handling calendars, expense reports, and client...

Tax Manager Job DescriptionWe are seeking a highly skilled Tax Manager to provide tax advice to our clients. This position requires an individual with advanced knowledge of tax laws, regulations, and procedures, and the ability to handle a large workload effectively.Key Responsibilities:Prepare and review corporate, partnership, S-Corp, C-Corp, and...

Join Baker Tilly US, LLP as a Tax Manager in Private WealthBaker Tilly US, LLP is a leading advisory, tax and assurance firm, providing 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. As a Tax Manager in our Private Wealth/High Net Worth team, you will be a valued...

Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

Job SummaryAs a Private Wealth Advisor at The Capital Group Companies, Inc., you will work closely with high-net-worth individuals and families to create customized wealth management plans that protect and grow their wealth across generations. You will help nonprofit foundations and endowments achieve their long-term financial objectives through effective...

About the RoleWe are seeking a highly skilled Tax Accountant to join our team at Ohm Systems, Inc. This is a full-time position that requires a strong background in tax preparation and a passion for delivering exceptional results.Key ResponsibilitiesPrepare and review personal, corporate, partnership, trust, and estate tax returns.Complete federal and...

Job SummaryWe are seeking a highly skilled Senior Tax Staff to join our team at Keller Executive Search. As a Senior Tax Staff, you will play a vital role in delivering comprehensive tax consulting and return preparation services to our clients.Key ResponsibilitiesConduct in-depth tax research and strategic tax planning to address client issues in accordance...

Tax Manager Job Description**About the Role**EisnerAmper is seeking a Tax Manager to join our Private Client Services (PCS) team. As a Tax Manager, you will be responsible for training, supervising, and ongoing development of associates and seniors. You will also prepare and review tax returns for individuals, partnerships, corporations, and other entities,...