Senior Tax Advisor - HNW Wealth & Client Leadership
talntNew York, NY
Senior Tax Advisor - HNW Wealth & Client Leadership
talntNew York, NYSenior L5
Portfolio Management and Investment AdviceOffices of Certified Public AccountantsTax Preparation Services
APPLY NOW (opens in a new tab)Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall financial planning.
You will plan ahead for clients, oversee financial affairs, coordinate with attorneys and investment advisors, and take ownership of engagement economics.
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Level
Senior L5
Location
New York, NY
Occupation
Tax Preparers
Industry
Portfolio Management and Investment Advice
Posted
11 days ago