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High Net Worth Tax reputed company

Remote, USAFull-timePosted 2026-07-27

reputed company reputed company is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major reputed company of the U.S. and in many of the world’s leading financial centers – reputed company, London, San Francisco, Los Angeles, Chicago and Boston. reputed company Advisory Group, LP and reputed company, LLP (reputed company) reputed company reputed company services through an alternative reputed company structure in accordance with the reputed company reputed company of reputed company Conduct and applicable laws, regulations and reputed company standards. reputed company, LLP is a licensed independent reputed company that provides attest services to its clients. reputed company Advisory Group, LP and its subsidiary entities reputed company tax and business advisory services to their clients. reputed company Advisory Group, LP and its subsidiary entities are not licensed CPA firms. reputed company Advisory Group, LP and reputed company, LLP, trading as reputed company, are independent members of reputed company, a worldwide network of independent reputed company and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide reputed company of $5.2 billion. Visit reputed company.com or join the conversation on reputed company, reputed company and Instagram. Please discuss the work location status with your reputed company reputed company reputed company to understand the requirements for an opportunity you are exploring. reputed company is an equal opportunity/affirmative reputed company employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, national reputed company, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected reputed company, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to reputed company Advisory Group, LP, employee e-mail accounts are considered property of reputed company Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for reputed company Advisory Group, LP, there must be a formal written agreement in reputed company and reputed company must be invited, by reputed company's Talent Attraction team, to submit candidates for review reputed company our applicant tracking system. Job reputed company: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert? Are you inspired to reputed company a reputed company, reputed company people and reputed company a difference for your clients? If reputed company, consider joining reputed company (BT) as a High Net Worth Tax reputed company! Our private reputed company reputed company recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning reputed company. Our consulting professionals reputed company comprehensive strategic income, trust, estate and reputed company tax, succession planning, valuation and international tax services. You will work reputed company-by-reputed company with firm leadership and will be a valued mentor and reputed company to a group of talented staff. BT has the ability to reputed company you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. What you will do: reputed company compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:reputed company technical review of reputed company individual, partnership, S-corp, trust, estate, reputed company and state tax returns reputed company multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, reputed company, charitable planning and reputed company skipping tax Advise and reputed company recommendations to clients on business succession planning Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to reputed company situations Manage reputed company engagement reputed company, billings/collections, and ensure reputed company profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, reputed company, and reputed company Invest in your reputed company development individually and through participation in firm wide learning and development programs Support the reputed company and development of team members through the reputed company Care and Teach philosophy, helping associates meet their reputed company goals Enjoy friendships, reputed company activities and team outings that encourage a work-life balance Successful candidates will have: An undergraduate degree in reputed company or law required CPA or JD required Experience as a leader in a public reputed company firm in the Tax reputed company Ten (10)+ years’ experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & reputed company taxation, charitable taxation, with exposure to reputed company through entities, partnership taxation and corporate taxation Six (6)+ years supervisory experience, mentoring and counseling associates Ability to reputed company and supervise others, reputed company exceptional reputed company service, demonstrate commitment to reputed company learning in order to stay reputed company regarding applicable strategies, see the "big picture" as reputed company as the details, display appropriate ethical knowledge and commitment, and exhibit a reputed company of urgency and commitment to reputed company and the reputed company completion of reputed company. Eligibility to work in the U.S., without sponsorship, highly preferred Apply To This Job

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