Private Wealth Tax Manager — Trusted Advisor
Baker Tilly International
Baker Tilly seeks a Tax Manager for its Private Wealth/PCS team in Northern California to deliver tax compliance and advisory services to high-net-worth individuals and family offices. You will work closely with firm leadership to serve clients, build the business, and mentor staff to grow their technical and professional skills. As one of the fastest growing firms, Baker Tilly offers upward career trajectory, flexibility in where you work, and meaningful client relationships with teammates and #J-18808-Ljbffr Baker Tilly International
$177.95k
...build a better working world. Tax Advisor - Int Tax and Transaction Tax Services-ICTA-FSO-Manager - Multiple Positions - 1734589... ...engagements related to transactions for private equity and strategic corporate... ..., people and society and build trust in the capital markets....PrivateFull timeWork experience placementSummer holidayWork at officeMonday to Friday- ...family offices, and their private businesses and/or investment... ...individual, partnership, S-corp, trust, estate, gift, and state tax returns Deliver proactive... ...Experience in Private Wealth/Private Client Services preferred Demonstrated management, analytical, organization,...Private
$133.1k - $295.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...the tax aspects of multinational global private equity real estate investments, including... ...engagement process and other risk management activities; lead teams of tax professionals...PrivateLocal area$125k - $201.9k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...as leaders, colleagues and trusted advisors. We equip you with world-... ...variety of clients, including private equity, venture capital, real... ...hedge funds and family offices. Managers can expect to:Conduct primary...PrivateFull timeWork experience placementH1bLocal areaWork visa$112k - $150k
JOB DESCRIPTION The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Summary The Tax Manager, Alternative Investments assists in providing tax...PrivateWork at office- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area |... ...Trust taxation to join their growing Private Wealth practice. This is a high-impact... ...with clients Serve as a trusted advisor on both compliance and long-term...Private practiceWork at officeRemote workFlexible hours
$110k - $210k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work...Full timeWork at officeLocal areaRemote work$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...reach. Our Private Wealth Advisors (PWAs) deliver an... ...beyond, which may include tax and estate planning, philanthropic... ...by acting as a trusted advisor who delivers holistic...PrivateFull timeTemporary workPart time- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic wealth...PrivateFull timeWork experience placementWork at office
$120k
...elite boutique investment bank on Wall Street, plus numerous top private equity firms and hedge funds. Our track record is unmatched —... ...pipeline discipline, and written communication must be elite. Manage your pipeline with persistence: texts, emails, CRM notes, and consistent...Private- Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager for our Private Wealth/High Net Worth team. You will deliver tax and business advisory services and tax compliance to small business clients, partnering with firm leadership to guide engagements and growth. You...PrivateFlexible hours
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...to grow. Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal ! This is a great opportunity to be a valued advisor delivering tax compliance and business advisory...PrivateLocal areaWorldwide
- ...Trusts And Estates Associate Buchalter is seeking... ...in estate planning, wealth transfer strategies, and... ...-worth individuals, private foundations and family... ...generational wealth planning and tax optimization... ...clients and their outside advisors to manage large-scale planning...Private
$75k - $125k
...Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a critical... ...investment policy and program for all client assets managed by the team. The Director of Investments is responsible for...PrivateFull timeTemporary workWork experience placementWork visa$99k - $266k
At PwC, our people in tax services focus on providing... ...unique strengths, and managing performance to deliver... ...lead the way as tax advisors dedicated to innovation... ...meet the unique needs of private companies and their owners... ...teams to foster trust and innovation Coaching...PrivateContract workH1b$85k - $270k
...GSFO) is in search of a Trust Strategist to work... ...individual with background in wealth management and/or family office... ...financial goals. Our advisor-led wealth management... ..., data and design. Private Wealth Management (PWM... ...beyond, which may include tax and estate planning,...PrivateFull timeTemporary workPart timeWork at office- ...insights. Day-to-day responsibilities include managing deal pipelines, performing due diligence... ...Relevant experience in venture capital, private equity, or technology-focused investing,... ...) is beneficial. Ability to build trusted relationships with technical founders...PrivateFull time
- ...investment theses and build sector insights- Manage deal pipelines and perform due diligence-... ...Relevant experience in venture capital, private equity, or technology-focused investing,... ...degree is a plus- Ability to build trusted relationships with technical founders and...PrivateFull time
- ...diligence process with full autonomy. Manage relationships with software company founders... ...experience in mergers and acquisitions, private equity, investment banking, corporate... ...interactions with a high level of integrity and trust. Possesses a growth mindset,...Private
$160k - $230k
...closely held businesses, private equity, venture capital... .... Its services span tax, audit & attest, family... ...structure. If you are a Tax Manager with client facing... ...that comes with a trusted, experienced team Exceptional... ..., entity structuring, wealth transfer and other tax...PrivateWork at officeLocal areaRemote work- ...Overview We are seeking an Investment Manager to join our investment team and contribute... ...in investment banking, consulting, private equity, or operating roles in CPG or beverage... ...Relationship Building – Skilled at developing trust‑based relationships with founders and...PrivateFull timeTemporary workWork visaShift work
$147.4k - $336.8k
...Responsibilities There isn’t an average day for a Real Estate Tax Senior Manager - you’ll spend your time on a variety of tax planning... ...Researching current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating deep...Work at officeFlexible hours$132.7k - $303.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...financial institutions are trusted and flourish, and the... ...professionals providing dedicated tax technical services to both... .... Serve as a trusted advisor and role model across multiple...Work experience placementSummer holidayFlexible hours$71.1k - $145.9k
...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide pro-active and effective management of trust real estate and other special assets for the Private Bank, covering of trusts, estates, and guardianships. Responsible and accountable for risk by...PrivateFull timeFor contractors$250k
...00,00 - $500 000,00Category: Private Client Product Services, Executive... ...Grp Mgr is accountable for management of complex/critical/large... ...ideas. Credibility to cultivate trusting, productive relationships... ...contact and trusted investment advisor for clients, including direct...PrivateFull timeTemporary work$200k - $300k
...President, Portfolio ManagerWhittier Trust is the oldest privately owned multi-family office headquartered... ...of services including investment management, fiduciary, philanthropic, and family... ...several generations removed from the wealth creators. Our corporate culture is one...PrivateWork at office- ...empowering experienced financial advisors to build the practices... ...tools Serve as a trusted advisor across investment strategy, tax planning, retirement, estate... ...giving, and risk management Prepare and present comprehensive... ...RIAs in the country. Wealth management is a $545...PrivateWork at officeRemote work
- ...Managing Director, Investment Banking About the Company Leading middle-market M&... ...Industry Investment Banking Type Privately Held About the Role The Company... ...engagement to closing, and serving as a trusted advisor on strategic and financial matters. The...Private
$100 per hour
...research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced... ...range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others...PrivateHourly payContract workFreelanceRemote workFlexible hours$100k - $225k
VP Commercial Banking Relationship Manager - San Francisco About Hingham Institution for Savings... ...business, institutional, government, and private client banking relationships. SDG is co-... ...to effortlessly build relationships with trust and respect Strong self-management/drive...PrivateTemporary workWork at officeRemote work
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