Executive Tax Director, Wealth Management
PricewaterhouseCoopers
PwC in Los Angeles seeks an Asset & Wealth Management Tax Director to guide clients through complex tax planning, compliance, and strategy. You will lead the practice, direct engagements, and set the tone for delivery while maintaining executive-level client relations. You will validate adherence to tax laws, review financial data, and file returns, while mentoring teams and driving growth. A strong emphasis on integrity, innovation, and technology-enabled tax processes shapes this role. #J-18808-Ljbffr PwC
- Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice, manage complex engagements, and mentor a team of professionals. You will work with firm leadership to deliver sophisticated tax planning for wealthy individuals, families...SuggestedPrivate practice
$150k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary The Opportunity As an Asset & Wealth... ...overseeing multiple projects while maintaining executive-level client relations. Translating the...SuggestedH1b$124k - $335k
...career in our Financial Services Tax practice, within Corporate Tax... ...their tax obligations while managing the impact tax has on their... ...business issues from strategy to execution. PwC Professional skills and... ...Opportunity As part of the Asset and Wealth Management team you are...SuggestedH1bLocal areaOverseas- ...Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving high-net-worth individuals, family offices, and private businesses. You will oversee complex individual, trust, estate, and gift tax engagements and drive strategic...SuggestedPrivate practice
- Job Summary:The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal... ...and regional Business Development Managers to develop and execute an effective marketing planBuilds effective go-to-market strategies...SuggestedWork at officeLocal area
$201.81k - $382.6k
## High Net Worth Tax Managing DirectorApplylocations: USA CA Los Angeles 11150 Santa... ...as a **High Net Worth Tax Managing Director**! Our private wealth practice recognizes the unique... ...held business owners. We help company executives, business owners, affluent families...Private practiceLocal areaWorldwide- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Executive Officer (CEO)...
$130k - $230k
...Wilshire’s presence within the intermediary wealth channel by developing enterprise... ...relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key... ...and distribution partnersDevelop and execute a regional growth strategy focused on expanding...Work at officeWorldwideHome office$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre you looking to join an entrepreneurial firm... ...BT) as a High Net Worth Tax Managing Director! Our private wealth practice recognizes the unique challenges... ...business owners. We help company executives, business owners, affluent families...Private practice- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different...Work at officeLocal area
$190k - $335k
BDO USA is looking for a Tax Managing Director in Los Angeles, California, responsible for advising clients on tax implications and managing compliance while supervising teams. This role also involves significant client interaction and development of tax strategies to minimize...- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services Type Privately Held About the Role The Company is in search of a VP of Wealth Management to join their team. The successful candidate...
- Goldman Sachs Private Wealth Management in Los Angeles is seeking an Administrative Assistant to provide dedicated support to top Private Wealth Advisors in a dynamic, fast-paced team environment. You will manage highly detailed calendars, coordinate internal/external meetings...
- ...seeking a seasoned Client Solutions professional to serve as the primary contact for assigned clients, coordinating services across wealth and retirement channels. The role focuses on building strong relationships, growing assets, and ensuring timely, accurate client...
$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...ensuring their successful planning, budgeting, execution, and completion. Partner with team...H1b$110k - $175k
...asset classes, spanning both public and private markets, with a primary focus on wealth and retirement channels. Responsibilities include coordinating with internal stakeholders, managing client activities, staying informed about market trends and providing thought leadership...Work at officeWorldwide$225k - $275k
...Brewer Morris Recruiting Tax, Audit, and Accounting... ...US CPA and Business Management Firms Nationwide -... ...Coast, US Division Tax Director - Largest Business Management... ...as well as athletes, executives, entrepreneurs, and... ...tax services, private wealth services, tax...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...billion in assets under management, has hired Melissa Nims,... ...a former Morgan Stanley executive, as its chief solutions... ...most recently as managing director and chief operating... ...role, she’ll lead Mercer’s wealth solutions platform, which includes tax, estate, trust, insurance...Immediate start
$190k - $335k
The Tax Managing Director is responsible for applying industry-specific knowledge to advise clients on the tax implications of their business... ...Capability to develop and maintain client relationships. Executive presence and ability to act as primary client contact for preparation...Work at officeLocal area$165k - $400k
CLA is seeking a Tax Principal or Signing Director to support our Southern California offices. You will lead tax and industry professionals to deliver tax compliance and consulting services, mentor staff, and develop client relationships. Required: CPA licensure; 10+ years...$250k - $350k
JOB DESCRIPTION The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (...Work at officeWorldwide- ...President to join its client relationship team, delivering world‑class wealth and investment guidance to ultra‑high‑net‑worth clients. The VP... ...to meet deadlines. Requires 5-7+ years in investment/wealth management and willingness to travel for client #J-18808-Ljbffr...
$68k - $120k
...coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales... ...orchestrates all business operations and execution for the team. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution...Temporary workWork experience placementLocal area$197.8k - $255.9k
As the Corporate Tax Director, you’ll be a member of our Corporate Tax Solutions Family and... ...and you will help with the engagement management for multiple clients for your service line... ...teams on client engagements; planning, executing, directing, and completing tax projects...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Tax Manager Looking to level up? We're hiring a mentor! Lead and develop a high-performing tax services team, oversee the preparation and review of complex tax engagements, drive operational efficiency and workflow management, ensure exceptional quality and client service...Local area
$110k - $135k
Work Arrangement: Hybrid Tax Manager - Top Tier Wealth Management Firm - Various Locations (Colorado, California, Georgia)Rare opportunity: join... ...while collaborating cross-functionally with managers and executive leadership.Proven people-management skills, with a strong...Work at officeLocal area$190k - $335k
...practice assists in providing tax compliance & consulting services... ...with Principals, Senior Managers, Managers, Tax Seniors, and Associates... ...client relationships Executive presence and ability to act as... ...employees the chance to grow their wealth over time as their shares vest...Work at office$190k - $335k
BDO USA, LLP is hiring a Tax Managing Director responsible for advising clients on tax strategies and compliance. The ideal candidate will lead engagements, supervise staff, and maintain critical client relationships. With over 10 years of tax experience required and a...$185k - $220k
...reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with... ...time zone preferred. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations...Casual workWork at officeLocal area- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and...
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