Head of Tax - High-Net-Worth - 350k plus - Philadelphia, PA

We are looking for a High Net Worth Tax Leader to join our top Tax Advisory practice. · Advise on complex U.S. individual and fiduciary taxation. · Architect integrated plans across entities, investments, philanthropy. · Partner with clients on succession, estate, and wealth tran ...

A top advisory firm in Philadelphia is hiring a Tax Manager to work with high-net-worth individuals. · ...

We have a client-first mentality that we live and breathe every day through our mission. You'll be the trusted professional clients turn to during their most sensitive moments. · Serve as the primary point of contact for Personal Investor clients during the onboarding and change ...

Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele. · ...

Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast. · Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele · ...

We are seeking a detail-oriented and highly skilled Tax Accountant to join our team. · Prepare and review federal and state tax returns for high net worth and ultra-high net worth clients. · Conduct thorough tax research to ensure compliance with current tax laws and regulations. ...

Join an established and growing planning-centric wealth management firm serving high net worth families. · ...

This role supports both the Blue Bell and Philadelphia offices as Trust & Estate Planning Associate Attorney. · ...

A Multi-Billion AUM Multi-Family Office has created a High Net Worth division and is seekinga Senior WealthAdvisor to provide comprehensive wealth management advice in Greater Philadelphia. · ...

A well-established law firm in Center City Philadelphia is seeking an experienced tax professional to join its growing team. · ...

NexWealth seeks an experienced Estate and Trust Attorney to support the firm's high-net-worth client base. · Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, · and income taxation. ...

NexWealth seeks a Senior Research Analyst to lead investment due diligence and portfolio construction for high-net-worth families. · ...

We are seeking an experienced tax professional with a background in servicing high net worth and family office clients to join our growing team. · ...

At Citizens Private Client provides personalized financial planning and advice to affluent clients. · Engage with high-net-worth clients through long-term thinking and collaboration with colleagues. · ...

Be a part of a fast-growing, purpose-driven financial and tax advisory organization that is scaling rapidly and expanding its leadership team. · ...

We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. · Serve as a primary point of contact for clients, delivering a warm, ...

+Nurture relationships with existing clientele and support Senior Advisors with complex cases · The Firm focuses on comprehensive wealth planning to ensure that their clients' holistic needs are met. · + · +CFP or other advanced industry designation preferred · ...

We are looking for a highly skilled and detail-oriented High Net Worth Individual (HNWI) Tax Manager to join our Tax Department in Philadelphia. This role requires a deep understanding of tax planning strategies for individuals with complex financial portfolios, estate planning, ...

A nationally recognized law firm is seeking a Trust & Estate Associate for its Philadelphia office. · ...

We are seeking a detail-oriented and highly skilled Tax Accountant to join our team.The ideal candidate will have experience in tax accounting and a strong understanding of the needs of high net worth and ultra high net worth individuals, · particularly in family office settings. ...