Senior UHNW Wealth Tax Strategist
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Premier Financial Search seeks a Senior Wealth Tax Advisor to join its advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with no tax compliance responsibilities, focusing on sophisticated tax mitigation, wealth transfer, estate planning, and balance sheet strategies.
You’ll be the team’s technical expert on complex planning opportunities, partnering with other advisors to evaluate strategies, present recommendations, and
This opening is for the Senior UHNW Wealth Tax Strategist role at Premier Financial Search.
We would love to welcome a new Senior UHNW Wealth Tax Strategist to our group in San Diego, CA, United States.
For the Senior UHNW Wealth Tax Strategist position at Premier Financial Search, we are reviewing applications now.
Step into the Senior UHNW Wealth Tax Strategist role at Premier Financial Search in San Diego, CA, United States and grow with us.
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