- Wipfli LLP (Minneapolis, MN)
- …state in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Wipfli LLP (Clayton, MO)
- …state in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Edward Jones (Scottsdale, AZ)
- …ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed client ... interpret how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and… more
- Wipfli LLP (Wausau, WI)
- …are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting and/or ... a career-defining opportunity. Responsibilities Responsibilities: + Lead and manage tax compliance engagements in accordance with firm and professional standards,… more
- Edward Jones (Scottsdale, AZ)
- …Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies ... answered yes to these questions, joining the Edward Jones High Net Worth team could...to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their ... Requirements Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their… more
- Wipfli LLP (Minneapolis, MN)
- …opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, ... Trust, and Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended… more
- Wipfli LLP (South Portland, ME)
- …opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, ... Trust, and Estate tax returns + Lead client relationships on day to day tax matters supporting partners with service execution and development of extended… more
- Robert Half Finance & Accounting (Albany, NY)
- …team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting ... 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Robert Half Finance & Accounting (Latham, NY)
- …tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and a CPA or ... wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Robert Half Management Resources (Melville, NY)
- … Accountant, your responsibilities will include tax return preparation for high net worth individuals, partnerships, corporations, and fiduciaries. You ... efficient task completion. Responsibilities: * Manage tax return preparation for high net worth individuals * Prepare tax returns for partnerships… more
- Robert Half Finance & Accounting (Lewes, DE)
- …Tax Preparer based in Lewes, Delaware. The role involves dealing with high net worth clientele, full tax return preparation, and potential for future ... managing Financial Records. Responsibilities: * Prepare and review tax returns for high net worth individuals * Utilize various tax software such as… more
- Robert Half Finance & Accounting (Woodbridge, NJ)
- …CPA firm in the Edison area is seeking a Senior Tax Accountant with experience in high net worth and partnership tax in a quality CPA firm. This ... to Edison several times a month. Responsibilities include extensive high net worth , corporate, and partnership tax preparation and planning on a national… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …Beach, Florida, 33409, United States. As a Tax Manager, you will manage high - net - worth client engagements, provide tax compliance, planning, and ... are also part of this role. Responsibilities * Lead high - net - worth client engagements, delivering tax compliance, planning, and consulting services… more
- Robert Half Accountemps (San Ramon, CA)
- …like QuickBooks and CCH Prosystem for tax planning and compliance. * Handle tax -related matters for high - net - worth individuals. * Manage partnership ... CCH ProSystem fx - Tax Planning * Proven ability to work with high - net - worth individuals * Experience in Partnership Tax and Partnership Tax … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …cross-selling among service lines. * Use skills such as CCH ProSystem Fx, High - net - worth individual, Federal Income Tax Return, and Income Tax ... ProSystem Fx is required. * The candidate must have experience working with high - net - worth individuals. * Experience in Federal Income Tax Return is… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... responsible for answering and researching legal/trust related tax inquiries, ensuring compliance with tax laws,...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- KeyBank (Cleveland, OH)
- …as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax , investment, estate planning, business ... of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients...responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs.… more
- Charles Schwab (San Francisco, CA)
- …is competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and ... private wealth and/or investment management industries. + Experience navigating " high stakes" transactions and serving multi-generational households or advisory… more
- Robert Half Finance & Accounting (Wayzata, MN)
- …offering top-quality tax compliance, consulting, and wealth management services to high - net - worth families, individuals, and their related entities. The ... trust tax returns, and individual tax returns. * Work with high - net - worth individuals, providing them with tax and wealth management services. *… more