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
$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$100.35k - $205k
...strategic and creative federal tax professional who likes... ...Real Estate Investment Trust qualification rules?... ...Tax practice as a Tax Manager. What You’ll Do... ...Investment Trusts, Real Estate Private Equity Funds, and real... ...:Chartered Financial Advisor (CFA)Certified Financial...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week$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...SuggestedFull 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
$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...PrivateFull timeLocal area$75k - $160k
Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...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 timeWork at office$100.35k - $205k
...individual clients and their trusts, estates, family... ...solutions to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...What You’ll Do As a Tax Manager in our Private Wealth... ...:Chartered Financial Advisor (CFA)Certified Financial...PrivatePrivate practiceWork at officeLocal area- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership... ..., coordinating with clients and advisors, reviewing returns, and guiding staff while...
$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- ...Client Advisor In The Institutional Advisor Channel J.P. Morgan Asset Management is committed to providing exceptional... ...Advisors, Bank & Trusts, and Family Offices.... ...J.P. Morgan Asset & Wealth Management delivers industry... ...management and private banking solutions. Asset...Private
- Job Summary:As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties:Tax ComplianceEnsures both that (...PrivateWork at office
$142.7k - $214.03k
...Tilly is a leading advisory, tax and assurance firm,... ...opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net... ...family offices, estates, and trusts in managing, preserving and... ...being your client’s personal advisor and collaborating with their...PrivatePrivate practiceLocal areaWorldwide$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$125k - $201.9k
The Role Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and...PrivateFull timeWork experience placementH1bLocal areaWork visa- ...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
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax obligations while managing the impact tax has on... ...and stakeholders to build trust.Uphold the firm's code of... ...problems- Serve as a strategic advisor, leveraging specialized...Full timeH1bLocal areaOverseas- Job Summary:The Senior Tax Manager is responsible for... ...may include estates, trusts and charitable entitiesManages... ...and gift tax and wealth retention strategies,... ...toolsActs as a Career Advisor to associates and senior... ...or public accounting, private industry accounting or...PrivateWork at office
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...’s unique strengths, and managing performance to deliver on... ...tax technical business advisor- Familiarity with CRM... ...establish a secure and trusted workplace for all....Full timeH1b$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- ...Financial Group is seeking an accomplished banking professional to manage and grow a portfolio of high and ultra-high-net-worth clients in... ...will design and execute solutions that protect and grow client wealth while maintaining risk controls and regulatory compliance. In...Private
- ...Financial Advisor Services Analyst Our Sales teams help our clients... ..., establishing and managing client relationships, educating... ...Team J.P. Morgan Asset & Wealth Management delivers industry-... ...leading investment management and private banking solutions. Asset Management...Private
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...on key issues like wealth management, compliance, cash flow... ...stakeholders to build trust.Uphold the firm's code... ...to lead the way as tax advisors dedicated to innovation...PrivateFull timeH1b$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...PwC, our people in tax services focus on... ...unique strengths, and managing performance to deliver... ...shall lead the way as tax advisors dedicated to innovation... ...Supervising teams to foster trust and innovation-...PrivateFull timeContract workH1b$173k - $231.87k
...Tilly is a leading advisory, tax and assurance firm, providing... ...Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the... ...to be a valued business advisor delivering industry-focused tax... ...serveYou can see yourself as a trusted business advisor, working face...Full timeLocal areaWorldwide- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...with specific needs including real estate private equity funds, public and private REITs,... ...EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its...PrivateFull timeLocal areaRemote work
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...their tax positions.In private tax at PwC, you will focus... ...Growing as a strategic advisor, you leverage your... ...owners of PwC. As a Senior Manager you are expected to... ...establish a secure and trusted workplace for all.Applications...PrivateFull timeH1bRemote work$99k - $266k
...SummaryAt PwC, our people in tax services focus on providing advice... ...’s unique strengths, and managing performance to deliver on client... ...knowledge in corporate M&A and private equity- Proficiency in tax... ...thoughtfully to establish a secure and trusted workplace for all....PrivateFull timeH1b- ...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
$200k - $300k
...00.00 - $300,000.00Category: Private Client Product Services, Executive... ...at establishing, growing and managing investment relationships with... ...the credibility to cultivate trusting relationships with existing... ...alternative investments with wealth planning and private banking...PrivateFull timeLocal area
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