Senior Tax Associate, Private Wealth - In-Office
The Bahnsen Group
The Bahnsen Group seeks a Senior Tax Associate for its Tax Services Department, based in Phoenix, AZ or Newport Beach, CA. This role demands a proactive approach to client service, focusing on tax compliance for high-net-worth individuals. Candidates should have a Bachelor's degree in Accounting or Finance, with 2–4 years of public accounting experience. The position includes a benefits package and a clear path for professional growth within a recognized wealth management firm. #J-18808-Ljbffr
- ...highest quality provider of wealth management services to... ...Bahnsen Group is a private wealth management firm... ...The Bahnsen Group has offices in twelve locations... ...years running and added a Tax Services department,... .... OPPORTUNITY The Senior Tax Associate will join a growing Tax...Work at officeSeniorPrivateFull time
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves... ...hybrid position generally requires three days a week at the office with flexible work arrangements. #J-18808-Ljbffr Hong Kong Study...Work at officeSeniorPrivateFlexible hours3 days per week
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management... ...providing dedicated tax technical services to both... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...responsibilities A senior analyst in FSO EDGE WAM...Work at officeSeniorPrivateSummer holidayLocal areaFlexible hours$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...and specialized tax assistance tailored to... ...alongside our practice office professionals who are knowledgeable... ...facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM...Work at officeSeniorPrivateSummer holidayLocal areaFlexible hours- ...Relationship Manager – Advice & Wealth Management Hybrid | Financial Services Our... ...with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable... ...follows a hybrid schedule , with in-office collaboration Tuesday through Thursday...Work at officeSeniorPrivateRemote workMonday to Friday
$77k - $214k
...to 20% A career within PwC Private will provide the opportunity... ...advisory needs such as audit, tax compliance, and planning to help... ...focus on key issues like wealth management, compliance, cash... ...now and in the future. As a Senior Associate, you'll work as part of a team...SeniorPrivateFull timeH1b- ...Location : Phoenix, AZ Work Arrangement : In-Office/Hybrid A Day in the Life As a Tax Senior Associate in our high net worth tax practice, you will be... ...clients to assist them with the transition of wealth from one generation to the next. A typical day as...Work at officeSeniorLocal areaVisa sponsorship
- A leading global financial services firm is seeking a Private Banker to provide holistic wealth management solutions to clients. The role involves managing client relationships, advising on balance sheet aspects including investments and financial strategies, and generating...SeniorPrivate
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others,...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorFull timeH1b$80k - $240.35k
...company’s success. Role: Wealth Strategist Senior within PNC’s Private Bank organization, based... ...Job Profile PNC is an in‑office company that fosters a supportive... ...on, and implements tax, estate and financial... ...to wealth strategists and associates. Retains and grows assets...Work at officeSeniorPrivateFull timeTemporary workWork experience placement- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...SeniorPrivate
- Join a forward-thinking financial services firm as a Private Wealth Advisor, where your expertise will directly impact the financial success of high net worth clients. This role offers the unique opportunity to work within an open architecture environment, allowing you...SeniorPrivate
- ...Answered by: Taylor Describe your experience with paid parental leave Answered by: Caitlin Wealth Management Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth...SeniorPrivate
- The Senior Tax Manager is responsible for providing tax... ...estate and gift tax and wealth retention strategies,... ...needs Supervises associates and senior associates... ...or public accounting, private industry accounting or... ...Proficient in Microsoft Office Suite, preferred Other...Work at officeSeniorPrivate
- The Bahnsen Group is seeking a Tax Manager to join its Tax Services Department. This full-time, in-office role, located in Phoenix, AZ, or Newport Beach, CA, offers a chance... ...oversight, and close collaboration with Wealth Advisors. Candidates must have at least 5 years...Work at officePrivateFull time
- HireneXus is seeking a Senior Wealth Advisor for their multi-family office in Phoenix/Scottsdale Area. The role involves leading client teams and providing personalized wealth management services to UHNW clients with assets between $20M and $50M+. The ideal candidate is...Work at officeSenior
- ...quality provider of wealth management... ...Bahnsen Group is a private wealth management... ...Bahnsen Group has offices in twelve locations... ...running and added a Tax Services department... ...the direction of senior tax leadership... ...experience as a Senior Associate / Senior Accountant...Work at officePrivateFull time
$77k - $214k
...Tax Senior Associate - Private Companies The Opportunity: As a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions within our Tax practice. You will focus on validating...SeniorPrivateFull time- ...Job Description #LI-Onsite #LI-EM1 Responsibilities Tax Senior Associate | Generalist Essential Functions and Primary Duties... ...obtain ~ Software Experience - CCH Axcess Tax, Microsoft Office 365 Qualifications Minimum Qualifications ~ Bachelor...Work at officeSenior
- ...Corporate Tax Senior Associate Grant Thornton is seeking a Corporate Tax Senior Associate to join our team. As the Corporate Tax Senior Associate... ...in our tax practice, including our Washington National Tax Office (WNTO), to support all areas of the client's tax functions,...Work at officeSenior
- ...Senior Trust Officer - Private Bank Scottsdale, Arizona To proceed with your application, you must... ...awareness and education of clients, associates, and Centers of Influence. Job... ...and retention, assisting clients with wealth planning needs, and managing risk....Work at officeSeniorPrivateShift workDay shift
$143.91k - $169.3k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SeniorPrivateTemporary workWork experience placement3 days per week- Tax Experienced Senior, Core Tax Services Phoenix, AZ, United States... ...of Core Tax Services Associates. Job Duties: Tax... ...accordance with Firm and office policies (by creating... ...public accounting, private industry accounting or... ...chance to grow their wealth over time as their...Work at officeSeniorPrivate
- ...Senior Tax Associate DBMG Headquarters - Phoenix, AZ 85016 Job Description Job Title: Tax Senior Reports to: Director of Tax... ...Environment Work is generally performed in a climate controlled office area. Ability to sit or stand for long periods of time...Work at officeSeniorFull timeWork experience placementInterim roleLocal area
- Atlasfirms is seeking a detail-oriented Senior Tax Associate in Phoenix, AZ. The role involves preparing Federal and State tax compliance reports... ..., along with proficiency in QuickBooks and Microsoft Office. The company offers comprehensive benefits including medical...Work at officeSenior
- ...highest quality provider of wealth management services to... ...The Bahnsen Group is a private wealth management firm... ...The Bahnsen Group has offices in 12 locations around... ...running and added a Tax Services department, Risk... ...Bahnsen Group is hiring an Associate Private Wealth Advisor...Work at officePrivateWork experience placement
$145.8k - $194.4k
...and outside of a company office. Together, Silicon... ...business, commercial and wealth clients build financial... ...science and healthcare, private equity, venture capital... ...goals. Partner with senior managers in the Commercial... ...meet the needs of our associates. More information can...Work at officeSeniorPrivate- Fortitude Family Office is seeking an experienced Operations Manager to lead its operations team in Phoenix, Arizona. This role involves... .... The ideal candidate has 10+ years of experience in a wealth management or RIA environment and is proactive in optimizing workflows...Work at officeSenior
- ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for... ...our culture, inside and outside of our office walls. If you are looking for a company... ...seeking a detail-oriented and proactive Senior Tax Associate to join our NW Phoenix team. The ideal...Work at officeSeniorTemporary workLocal areaFlexible hours
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