- TD Bank (Manchester, NH)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Income Tax Advisor is responsible for timely and ... Form 1041 for Trusts and Estates, Form 990-PF for Private Foundations, Form 1042, Form 1042-S, Forms 1099-DIV, INT,...Evaluates the impact of current trends and events on Client income tax situations, alerts… more
- TD Bank (Coral Gables, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the ... a regular basis + Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to findings and develops… 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 ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client 's other… more
- Deloitte (Boston, MA)
- …complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge ... tax consulting and compliance services to a diverse client set. You will work directly with the ...state and local tax needs. Our Multistate Tax Service's overall practice includes state income … more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director, you'll lead all aspects of client relationships including matters related to tax reporting across a ... a team of tax professionals to deliver tax services to clients associated with the Private...clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client 's other… more
- Deloitte (New York, NY)
- …week + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + Bachelor's degree in ... on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth ...Do As a Tax Senior in our Private Wealth Tax practice, you will perform...to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses… more
- Deloitte (Cincinnati, OH)
- …field + 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + 3+ years' experience ... assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by… more
- Deloitte (Dallas, TX)
- …+ 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + Experience with investment ... assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by… more
- Citizens (Osterville, MA)
- …and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income… more
- Commerce Bank (Wichita, KS)
- …Bank. About This Job The main purpose of this job is to support the Private Client Advisors (PCA's) who are accountable for the delivery of wealth management ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and...for some roles. This compensation range is for the Private Client Advisor Specialist job and contemplates… more
- Deloitte (Boston, MA)
- …accounting, finance, MIS, or related field required + Practical knowledge in fixed income financial products, income tax principles, debt instruments and/or ... to work with some of the leading hedge and private equity firms, insurance companies, and banks in the...team, developing a game plan to execute on the client engagement and reviewing deliverables. + Performing tax… more
- Deloitte (San Diego, CA)
- …not an expert in technology, but you can offer profound insight about how US federal income tax models and computations work. If you have a passion for improving ... by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas,...+ Create cutting-edge technology that evolves around US federal income tax principles for partnership tax… more
- Deloitte (Dallas, TX)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... tax services that are relevant for public and private companies, including tax compliance, tax...and compliance data gathering. + Performing detailed review of income tax provisions in accordance with ASC… more
- Wells Fargo (Minneapolis, MN)
- …managed fixed income portfolios. The FIST team provides taxable, and tax advantaged SMA strategies with a focus on investment grade securities across most ... on behalf of high-net-worth clients, trusts, and institutions + Implementation of tax sensitive income strategies, with somewhat broad investment authority and… more
- Neuberger Berman (New York, NY)
- … tax payments, and communication with NBSH unit holders. + Oversee all local non- income tax filings and payments + Manage requests from internal and external ... of the non-GAAP and US GAAP quarterly and annual income tax provisions and disclosures under ASC...required) + 10+ years of working experience (combination of private and public tax experience is preferrable)… more
- Deloitte (Tulsa, OK)
- …tax receivable agreements. + Create cutting-edge technology that evolves around US federal income tax principles for partnership tax , data analytics, and ... really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions,...+ Determine and solve complexities with the US federal income tax impact of public offerings. +… more
- Bank of America (Wilmington, DE)
- …impact. Join us! **Job Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on ... + Reviews and prepares complex federal and state individual income tax returns and gift tax...resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and… more
- Deloitte (Austin, TX)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income...tax consulting and compliance services to a diverse client base in various industry sectors. You will work… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …existing and new clients, maintaining strong client relationships. * Advise clients on income tax issues and related tax planning. * Maintain proficiency ... are seeking a Tax Manager and Sr Tax Manager to join our client 's dynamic...thorough understanding of both accounting and income tax compliance issues associated with private equity.… more
- Neuberger Berman (New York, NY)
- …(as of March 31, 2025) across a range of strategies-including equity, fixed income , quantitative and multi-asset class, private equity and hedge funds-on behalf ... employee-owned global investment management firm with $509 billion in assets under management. The private markets group of the firm, NB Private Markets, is a… more