Lead Tax Professional for High-Net Worth Clients

Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...

Regional CPA Firm Seeking Tax ManagerWe are seeking a highly experienced Tax Manager / Sr. Tax Manager to join our team at a Regional CPA firm.About the Role:The successful candidate will have extensive experience in high net worth tax planning, preparation, and advisory services. Key responsibilities include managing multiple client engagements, reviewing...

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...

About the Company">We're a leading public accounting firm offering tax and advisory services to businesses and high net worth individuals. Our clients span various industries including real estate, construction, manufacturing, technology, private equity, and e-commerce.">Opportunity Overview">This is a remote Senior Tax Manager position with a focus on...

Job DescriptionWe are seeking a Senior Tax Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services organization, you will have the opportunity to work closely with Principals and high-net-worth clients with substantial holdings.This is a great opportunity to move out of public accounting and into an organization...

About the RoleWe are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...

Job Description: High-Net-Worth Individual LiaisonCompany Overview: We are a premier provider of luxury support services to high-net-worth individuals. Our clients require top-notch assistance with their daily lives, and we are seeking a highly skilled and experienced individual to fill this role.Key Responsibilities:Manage complex calendars and coordinate...

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 Senior Job DescriptionKforce's client is a highly respected Tax Boutique firm based in New York City. We are seeking highly skilled Tax Seniors to join our team and contribute to the success of our clients. As a Tax Senior, you will have the opportunity to work on complex individual and high net worth tax returns, providing exceptional service to clients...

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.

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.

Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on high-stakes cases and clientele.We seek well-organized, self-motivated, and reliable NYS admitted attorneys to handle complex Matrimonial, Family, and Litigation matters.The ideal candidate will have 3+ years of experience in handling caseloads with ease.About the RoleHandle high net...

Job OverviewMintex Technology seeks an experienced Tax Partner to lead our Private Client Services (PCS) and Trusts & Estates (T&E) practice. This is a full-time opportunity with a hybrid work arrangement, requiring three days of in-office presence per week in NYC.Key ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients,...

Job OverviewWe are seeking an experienced Senior Sales Director to join our team at Exclusive Resorts LLC. In this role, you will be responsible for cultivating high net worth clientele and driving sales revenue through effective relationships and presentations.

OverviewCrate Professionals Alliance is a dynamic and innovative company that seeks a highly skilled Senior Tax Professional to join our team.Job Summary:We are looking for an experienced tax professional to oversee and manage all aspects of our clients' tax compliance and planning needs. The ideal candidate will have a strong background in tax regulations,...

Job OverviewA leading financial services organization is seeking a Senior Tax Accountant to join their team in New York City, NY. This is an excellent opportunity for a public tax accountant looking to transition into a company that offers a better work-life balance and professional growth.Salary and BenefitsThe estimated salary range for this position is...

About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...