- Unknown (El Paso, TX)
- … review, compliance, and research, particularly in Gift, Trusts & Estates, and High - Net Worth Individual tax returns. Strong interpersonal, communication, ... Tax Director About the Company Prestigious accounting firm...a minimum of 7 years of experience in a tax manager or public accountant role, and...7 years of experience in a tax manager or public accountant role, and a strong background… more
- Unknown (Minneapolis, MN)
- …candidate will be a key domain expert in personal insurance planning for high - net -worth and ultra- high - net -worth individuals and their families. ... planning, communicating planning research, and establishing the company's brand in the high - net -worth channel. Applicants for the Director of Insurance Planning… more
- Unknown (Fontana, CA)
- …to join their team. The successful candidate will be the primary relationship manager for affluent and ultra- high - net -worth clients, delivering comprehensive ... wealth strategies that encompass investments, estate planning, tax efficiency, and risk management. This role also involves...candidate with the ability to deliver holistic solutions for high - net -worth and ultra- high - net -worth… more
- Unknown (St. Paul Park, MN)
- …track to equity partnership. This role involves serving as the lead advisor for ultra- high net worth households, providing them with the highest level of service ... its team. The successful candidate will be responsible for transitioning the highest net worth relationships from the Founding Partner over a 2-3 year period and… more
- Unknown (Fargo, ND)
- …mitigation. The role also involves supporting client-facing efforts, particularly in high - net -worth estate planning opportunities, and requires a strong ... The role demands superior knowledge of trusts and estates planning, fiduciary tax and accounting principles, and the legal and regulatory requirements applicable to… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX ... or local laws. What You'll Be Doing As a tax manager , you will lead client ...providing tax consulting and compliance services to high - net -worth individuals and family groups including personal,… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Denver, CO)
- …career-defining opportunity. Responsibilities Responsibilities: + Lead and manage complex tax compliance engagements in accordance with firm and professional ... and answer questions of other Wipfli associates relating to clients' accounting and tax situations + Participate in and provide leadership for firm initiatives and… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... opportunity. Responsibilities Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Federal… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …firm located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net -worth businesses or individuals. The ... and transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Edward Jones (Tempe, AZ)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management - ... channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions,...product partners + Broad and some advanced knowledge of High Net Worth products and services +… more
- Edward Jones (St. Louis, MO)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management - ... channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions,...industry networks and centers of influence + Experience in High Net Worth client wealth management +… more
- General Dynamics Information Technology (Rockville, MD)
- …a career that is challenging, impactful, and mission-critical. Join our team as a **. NET Software Development Project Manager ** and make an impact on the ... career. At GDIT, people are our differentiator. As a **. NET Software Development Project Manager ** supporting NIAID...support to develop and maintain an optimal portfolio of high value software applications in a timely and cost-effective… more
- Truist (Atlanta, GA)
- …a small team. 8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage ... education and work experience 2. Truist-specific knowledge, process, and skills 3. . Net , HTML5, CSS, JavaScript, Angular, ReactJS, Java, Python, . Net , SQLServer,… more
- Truist (Atlanta, GA)
- …companies, this position is often aligned at the same level as an entry level manager . This creates a career path for an individual contributor to remain as an ... an Agile environment: Act as an Agile champion. Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and… more
- Truist (Atlanta, GA)
- …a small team. 8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage ... software design with strong analytical and debugging skills 4. Professional experience building high -quality apps or services from the ground up and scaling at an… more
- Grant Thornton (Philadelphia, PA)
- … returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with ... As the Private Wealth Services Tax Manager , you'll conduct primary and... tax planning and consulting to our firm's high net worth clients for estate, wills… more
- MillerMusmar CPAs (VA)
- …Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust, and High - Net -Worth About Us MillerMusmar ... Virginia, serving closely held businesses, government contractors, high - net -worth individuals, and nonprofit organizations. Our Tax ...right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040… more
