- Deloitte (Denver, CO)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... thinker with extensive first-hand knowledge across multiple areas of taxation ? Do you excel at delivering compliance and consulting...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Grant Thornton (Baltimore, MD)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...high net worth clients for estate, wills and trusts taxation , and individual income taxes. Interact closely with client's… more
- JPMorgan Chase (Boston, MA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- Bank of America (San Francisco, CA)
- Wealth Strategist San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Wealth -Strategist\_25024971) **Job Description:** Merrill Wealth Management is… more
- Robert Half Finance & Accounting (Lufkin, TX)
- Description Senior Tax Manager Lead, Strategize, and Make an Impact! Our client is on the hunt for experienced Tax Manager to join their growing CPA practice as ... a Senior Tax Manager in Lufkin, TX! Bring your tax expertise to...to clients, with a focus on estate planning and wealth management. + Oversee financial statement preparation and ensure… more
- Deloitte (Seattle, WA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the… more
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Manager - HNW / Partnerships. Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works closely ... exciting opportunity to lead and manage high-net-worth tax strategies, oversee partnership taxation , and ensure compliance with financial regulations. If you are an… more
- Truist (Raleigh, NC)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- City National Bank (Irvine, CA)
- …business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's ... customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform… more