- Deloitte (Houston, TX)
- …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
- Bank of America (Walnut Creek, CA)
- Wealth Strategies Advisor Palo Alto, California;San Jose, California; Walnut Creek, California **Job Description:** At Bank of America, we are guided by a common ... serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust,… more
- Bank of America (San Francisco, CA)
- Wealth Strategist San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on… 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
- Truist (Philadelphia, PA)
- …mentioned below. Specific activities may change from time to time. + 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
- BMO Financial Group (Chicago, IL)
- …direction of the Managing Director, US Tax Planning and Advisory, the Senior Manager , US Tax Advisory provides US tax advisory guidance for projects and initiatives ... & Commercial Banking (P&C), BMO Capital Markets, and BMO Wealth Management - as well as to Corporate Services...and relevant legal entity financial statements. Assists with BMO Taxation projects as required. Assists in implementing best practices… more
- Commerce Bank (Kansas City, MO)
- …Abilities Required + Advanced knowledge of wealth management services, such as wealth transfer planning, taxation , estate planning and wealth management ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...for some roles. This compensation range is for the Manager , Private Client Advisor job and contemplates a wide… more
- Bank of America (Houston, TX)
- Family Office Principal-Tax Manager Pennington, New Jersey;New York, New York; Houston, Texas; Iselin, New Jersey; Pennington, New Jersey; Mount Laurel, New Jersey ... **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...+ Bachelor's degree preferred; CPA or master's degree in accounting/ taxation is preferred + 5 to 10 years technical… more
- Cherry Bekaert (Virginia Beach, VA)
- …Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Senior Tax Manager ** to support our Virginia Beach, Virginia market on a hybrid ... for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in industries such… more
- Commerce Bank (Wichita, KS)
- …achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and ... and custody clients, and in their role as relationship manager is accountable for the overall client experience. The...knowledge of wealth management services, such as wealth transfer planning, taxation , estate planning and… more
- Charles Schwab (Sacramento, CA)
- …Director of the Charitable Strategies Group (CSG) at DAFgiving360, the Sr. Manager is primarily responsible for reviewing illiquid and other complex noncash asset ... contributions for gift acceptance. The Sr. Manager role sits within CSG, which is the team...agnostic guidance on charitable giving strategies to support comprehensive wealth management solutions to HNW and UHNW clients and… more
- Robert Half Finance & Accounting (Worcester, MA)
- Description We are looking for an experienced Tax Manager to join our team in Worcester, Massachusetts. This role involves overseeing tax compliance and preparation ... providing strategic advice to clients on tax planning and wealth transfer strategies. The ideal candidate will have a...in accounting or business administration; a master's degree in taxation or accounting is preferred. * A CPA license,… more
- Kelly Services (Dallas, TX)
- **Job Title:** Tax Manager **Location:** Dallas, TX **Job Type:** Full-Time (Direct Hire) **Industry:** Tax, Accounting, and Wealth Management **Client:** ... Dallas-based firm provides detailed tax planning, outsourced accounting services, and wealth management through a concierge/family office model. The firm is… more
- NBT Bank (Manchester, NH)
- …partner with regional law firms and tax professionals to enhance our Wealth Management presence and name recognition. Education and Experience: + Bachelor's degree ... Trust Schools to include coursework in estate administration, trust administration, and taxation required. + Previous experience in a leadership or supervisory role… more
- Cherry Bekaert (Austin, TX)
- …development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support our Austin, TX market on a hybrid schedule ... be responsible for training and developing less experienced professional staff. **As a Manager , you will:** + Solve problems for clients in industries such as real… more
- Cherry Bekaert (Tysons Corner, VA)
- …services to our clients for over 75 years. We are seeking a **Tax Manager ** to support our Washington, DC Metro market. The successful candidate will manage the ... for training and developing less experienced professional staff. **As a Tax Manager , you will:** + Solve problems for middle-market clients in industries such… more
- Takeda Pharmaceuticals (Bannockburn, IL)
- …**Job Description** Join our team as a **Tax Reporting and Forecasting (Senior) Manager ** in the Global Tax Reporting and Forecasting group. This position will play ... general ledger packages Preferred: + MS in Accounting or Taxation or JD preferred + Certified Public Accountant +...you a full range of benefits, such as: **Your Wealth ** + Competitive Salary + Annual Bonus + Referral… 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
- Deloitte (Indianapolis, IN)
- …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