HNW Tax Professionals - Boutique Wealth Management Firm

West Palm Beach, FL - USA

Monthly Salary: Not Disclosed

Posted on: 15-09-2025

Vacancies: 1 Vacancy

Job Summary

Due to exponential growth boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.

1) Tax Associate >> 3 yrs exp

Support preparation of HNW tax returns as well as tax compliance and planning projects
Opportunity to be trained in many areas of wealth management

2) Senior Tax Associate >> 6 yrs exp

Review and prepare complex HNW tax returns and participate in tax planning process
Requires CPA or JD

3) Tax Manager >> 7 yrs exp

Manage the preparation and review of HNW tax returns and communicate with clients and internal advisors
Experience must include minimum 3 yrs private client service; CPA or JD required in addition to strong leadership skills

Relocation Assistance Available

Required Experience:

Unclear Seniority

Due to exponential growth boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.1) Tax Associate >> 3 yrs expSupport preparation of HNW tax returns as well as tax compliance and planning projectsOpp...