- Jobleads-US (Costa Mesa, CA)
- Tax Experienced Manager , Corporate/ASC740 Job Description Job Summary: The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising ... and ASC 740 tax issues. In this role, the Core Tax Services Experienced Manager is charged with applying knowledge to understand potential tax issues and recognizing… more
- Vaco by Highspring (Boulder, CO)
- …Strong track record in tax preparation, review, and planning (public accounting or wealth management setting). Preferred: Master's in Taxation or MBA. Experience ... Tax Manager (CPA) Vaco/Highspring is conducting a search on...($1,000-$4,000+ per referral) for successful introductions to the firm's wealth management division. Long-Term Incentives: Employees who remain with… more
- Deloitte (St. Louis, MO)
- …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 (Chicago, IL)
- 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 (San Francisco, CA)
- 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
- JPMorgan Chase (Palo Alto, CA)
- 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
- Neuberger Berman (New York, NY)
- …trust and estate planning, tax strategy, or related fields + JD required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and ... considered a plus). Technical Knowledge: Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to… 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 (San Diego, CA)
- …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
- Robert Half Finance & Accounting (Worcester, MA)
- Description We are looking for a skilled Tax Manager to oversee compliance, planning, and preparation of complex tax filings for trusts and estates. Based in ... * Offer strategic advice on trust and estate planning, wealth transfer, and tax-saving opportunities. * Mentor, train, and...in accounting or business administration; a master's degree in taxation or accounting is preferred. * Possession of a… 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
- Truist (Fort Lauderdale, FL)
- …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
- Robert Half Accountemps (Woodland Hills, CA)
- …and internal control maintenance and regulatory reporting. You will bring a wealth of knowledge in accounting principles, auditing standards, and taxation , ... a proven track record of success in public accounting. Reporting to the Manager or Partner, the Senior Accountant will lead client engagements, manage staff, and… more
- Edward Jones (Tempe, AZ)
- …The posting may close early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ... tax return preparation, under the direction of the Trust Tax Manager . Responsibilities include:"> + Reviewing and understanding trust documents; assimilating the… more
