HNW Tax Senior Manager: Lead Complex Tax & Wealth Planning
Frazier & Deeter
Frazier & Deeter, a Top 50 accounting and advisory firm with locations across the U.S., is seeking a HNW Tax Senior Manager in Charlotte to lead high net worth engagements. You will plan, review, and complete complex tax projects for wealthy individuals and families, guiding teams and advising on estate, gift, and trust tax considerations, while nurturing client relationships and ensuring compliance. #J-18808-Ljbffr Frazier & Deeter
- Senior Tax Manager High Net Worth & Family WealthIf you are a seasoned... ...professional ready to lead complex estate and family wealth engagements and step into... ...generation-skipping transfer planning.Serve as the primary... ...leaders.Expand the firms HNW practice by cultivating referral...SeniorHigh net worthWork at officeFlexible hours
$145k - $175k
...Senior High Net Worth Tax Manager A premier accounting and consulting... ...elite Family Wealth Services... ...role, you will lead a private client... ...technical advisor on complex federal, state,... ...identify proactive tax planning and quarterly... ...High Net Worth (HNW), family limited...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hours- Grant Thornton is seeking a Private Wealth Services Tax Manager in the US to lead reviews of complex returns and provide income, estate, and gift tax planning for high net worth families and closely held businesses. You will collaborate with the Private Wealth Services...High net worth
- ...life. Job Summary: As a HNW Tax Senior Manager , you work closely... ...and are responsible for planning, managing, reviewing, and completing complex client engagements.... ...sophisticated tax and wealth planning matters, and... ...authority, and conclusions Lead tax engagements from...SeniorHigh net worthWork at officeLocal area
$160k - $180k
...Senior Tax ManagerCharlotte, North Carolina, United States... ...Senior Tax Manager with a specialized focus... ...the ability to manage complex client relationships.... ...estate tax compliance, planning, and consulting, and will... ...in public accounting, wealth management, or a specialized...SeniorHigh net worthLocal area- ...About the job Senior Tax Manager The Opportunity: We are seeking... ..., and the ability to manage complex client relationships. The... ...and estate tax compliance, planning, and consulting, and will play... ...in public accounting, wealth management, or a specialized...SeniorHigh net worthLocal areaImmediate start
- ...pairs forward-thinking tax, assurance and... ...services with industry-leading workplace culture.... ...are looking for a Senior Tax Manager to join our High... ...Worth (aka Family Wealth Services) tax practice... ...candidate will consult on complex gifting and estate planning, as well as oversee...SeniorHigh net worthFull timeContract workWork at officeFlexible hours
$160k - $190k
...Senior Tax ManagerAsheville, NC; Charlotte, NC... ...for an Senior Tax Manager that can be based... ...GAWhy work at Modera Wealth?Modera Wealth... ...comprehensive financial planning and intelligent... ...Provides guidance on complex tax issues while... ....Responsibilities:Lead the preparation and...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaRemote work$138k - $172.5k
As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...complicated lives. Their tax advisor should... ...an experienced HNW Tax Manager to join a... ...family groups Review complex individual,... ...partnership returns Lead sophisticated tax planning engagements... ...estate, gifting and wealth-transfer... ...Manage and develop Seniors and Staff Research...High net worthPrivate practice
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ....Influence resource planning and business priorities... ...experience with HNW or UHNW client relationships... ...Worth (UHNW) clients with complex investment and wealth management...SeniorHigh net worthFull timeWork experience placementWork at office
- A leading professional services firm in Charlotte, NC is seeking a Senior Tax Manager for its High Net Worth tax practice. This role involves consulting on complex tax matters for high-net-worth individuals and overseeing a team. Candidates should have over 7 years of public...SeniorHigh net worth
- ...seeking an experienced HNW Tax Manager to join our private client... ...family groups, review complex returns, and lead advanced planning engagements. This relationship... ...skills. You will mentor seniors and staff, work with... ...with attorneys and wealth advisors. #J-18808-Ljbffr...High net worthPrivate practice
- ...to preserve their wealth for future generations... ...level of financial planning and investment... ...investment reports, tax and estate analysis... ...forth observations to Lead Advisors regarding... ...Observing and learning complex planning Attends... ...non-bank wealth manager focused on serving...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- Elliott Davis is seeking a Tax Senior to join our High Net Worth practice. You will prepare... ...regulations. The role includes preparing complex returns, reviewing engagements,... ...quarterly estimates, and providing year-end tax planning. You will mentor tax associates and drive...SeniorHigh net worth
- ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...'s Advice and Wealth Management division, you will... ...providing financial planning solutions using our time... ...to investment advice, tax strategies, legacy &... ...wellbeing of our clients. To lead through product and...SeniorHigh net worthFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$100.35k - $205k
...providing solutions to complex tax issues? Do you not... ...s growing Private Wealth practice!... ...You’ll Do As a Tax Manager in our Private Wealth... ...well prepare and lead client meetings on... ...projects related to tax planning opportunities and... ...and Tax Seniors; you will begin taking...Private practiceWork at officeLocal area$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice... ...frequently changing and complex national and international... ...engagements.Initiate and lead open conversations with teams... ...As part of the Asset and Wealth Management team you are...SeniorLocal areaOverseas- ...of experience in investment advisory or wealth management ~ Proven, transferable book of... ...facing presence with the ability to manage complex financial relationships independently... ...opportunities Deliver holistic financial planning Support training initiatives and...SeniorHigh net worthWork at office
$77k - $214k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...clients on tax planning, compliance, and... ...navigate complex tax regulations... ...learning how to manage and inspire others... ...experiences you need to lead and deliver... ...efficiencies. As a Senior Associate you...SeniorFull timeSecond jobH1b$77k - $214k
...ApplicableSpecialismDomestic Tax ComplianceManagement... ...SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services... ...clients, helping them navigate complex tax regulations and optimize...SeniorFull timeH1b$125k - $150k
Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead and manage tax compliance, planning, and consulting for a diverse portfolio of clients... ...and K-1s, supervising complex allocations and basis... ...audit, accounting, and wealth management-you will...High net worthWork at officeLocal area3 days per week- ...Tax Manager - Charlotte, NCAn experienced tax professional... ...tax preparation and planning for high-net-worth individuals... ...and trusts while leading, developing, and... ...growth of a specialized HNW tax practice in a collaborative... ...creative solutions to complex tax matters.Key...High net worthFull timeWork at officeImmediate start
- ...seeking an experienced Senior Vice President / Managing Director to join its... ...trusted advisor to HNW and UHNW families,... ...delivering fully integrated wealth management solutions... ...advisor managing complex relationships with... ..., estate and tax planning, family governance,...High net worthFull timeWork at office
- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced... ..., financial planning, and taxation. This individual will lead and conduct original... ...expertise in household tax planning, estate planning... ...ability to translate complex research into...SeniorFull time
- ...North Carolina, is seeking a Junior Tax Manager specializing in trusts and estates.... ...technical skills in tax compliance and planning. Key responsibilities include preparing complex tax returns, managing client relationships, and leading junior team members. This is an...High net worth
$105.38k - $215.38k
...delivery-focused tax leader who... ...this Tax Delivery Manager role in Global Employer... ...High Net Worth (HNW) individual... ...compliance engagements (planning through post-... ...requirements.Lead and collaborate... ...) across large, complex engagements.Quality... ...employees to senior leaders, we believe...High net worthWork at officeLocal area- Senior Estate and Tax SpecialistThe Senior Estate and Trust... ...estate and tax planning services to Vanguard... ...net-worth and most complex clients, and influences wealth planning strategy.... ...and relationship management skills.Deliver expert... ...(ISG) content. Lead planning discussions...SeniorHigh net worthFull time
- Insite US is seeking an experienced HNW Tax Senior for their growing private client tax... ...clients. You’ll prepare and review complex individual returns, provide tax planning, and mentor junior staff while collaborating with managers and partners on engagements. Hybrid...SeniorHigh net worthPrivate practice
- ...growing private client tax practice is looking for an experienced HNW Tax Senior to work with high-net-worth... ...On Prepare and review complex individual tax returns... ...Support tax planning for high-net-worth clients... ...team members Support Managers and Partners on complex...SeniorHigh net worthPrivate practice
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