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United States
Posted On Sep 15, 26
Full-time 12 views

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role requires the individual to: - Participate in tax and...

Full-time 2 views Experience : 3-5 yrs required

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business... succession, and execu...

Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required

high net-worth clients. The role involves managing tax and consulting engagements, identifying client needs, and exploring tax planning and consulting opportunities. The... manager works directly with clients and their advisors to collect necessary information for preparing tax returns. They re...

Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Senior Manager on the High Net Worth Tax team at the company, the successful candidate will be responsible for providing personalized, high-touch service to high net worth individuals and families with...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 10 yrs required

address client needs, tax planning, and consulting opportunities. - Acts... as the primary client contact for preparation and presentation of issues and resolutions, providing executive presence. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing...

Posted On Sep 22, 26
Full-time Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax, the candidate will be responsible for providing personal and private tax advice and compliance support to business owners, business-owning...

Posted On Sep 17, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with utilizing their educational background and professional experience to provide comprehensive tax compliance and consulting services to high net-worth clients. The...

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