Tax Senior: High-Net-Worth & Estate Planning
$50k - $110kNepsis, Inc.
Nepsis, Inc. in Minneapolis is seeking a Tax Senior to oversee the preparation and review of intricate tax returns, focusing on compliance with federal, state, and local laws. The ideal candidate will have a deep understanding of tax regulations, excellent analytical skills, and a background in public accounting or tax preparation. Responsibilities include collaborating with clients, identifying tax planning opportunities, and supporting internal teams during tax season. The role offers competitive benefits and a salary range of $50,000 to $110,000 per year. #J-18808-Ljbffr Nepsis, Inc.
$50k - $110k
Nepsis, a financial advisory firm in Minneapolis, is hiring a Tax Senior responsible for preparing and reviewing complex tax returns and ensuring compliance with tax laws. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have 3-5 years...SeniorTaxHigh net worth$50k - $110k
...investment management and tax services firm founded... ...integrates financial planning, estate planning, advanced tax... ...Role Overview The Tax Senior plays a key role... ...team members to deliver high‑quality tax services.... ...Experience with high‑net‑worth individuals, trusts, and...SeniorTaxHigh net worthPermanent employmentTemporary workWork at officeLocal area$90k - $125k
Senior Associate - Wealth Management Full Time Milwaukee... ...to deliver financial plans, investment advice and potentially basic estate planning to clients of... ...management firm serving ultra‑high‑net‑worth individuals, families,... ..., investment strategy, tax‑aware planning, estate...SeniorTaxHigh net worthFull timeWork at office- ...partnering with a long-standing, highly respected law firm in the... ...metro to identify an experienced Estate Planning Attorney to join their... ...will work closely with high-net-worth individuals and families, providing... ...Advise clients on tax-efficient wealth transfer, business...TaxHigh net worthTemporary workLocal area
- ...Senior Wealth Advisor About the Company Expanding registered... ...role in managing and deepening high-net-worth client relationships. The... ...responsible for providing holistic, tax-aware advice that encompasses investment, estate, and tax planning. This role involves leading...SeniorTaxHigh net worthWork at office
- ...MN. This role involves leading client trust and tax matters, engaging with high net worth clients, and overseeing planning strategies. Candidates must possess a bachelor'... ...or accounting and substantial experience in estate and multi-generational planning. This hybrid position...TaxHigh net worth
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity... ...work with a strong middle-market and high-net-worth client base while playing a key role in... ...relationships Provide strategic tax planning and consulting recommendations...SeniorTaxHigh net worth
- ...leading global professional services firm is seeking a tax professional for their St. Paul office. In this... ...will prepare and review complex tax returns for high-net-worth individuals and develop comprehensive tax planning strategies. The position requires a bachelor's degree...SeniorTaxHigh net worthWork at office
$72k - $102k
Boulay is seeking a Senior Associate to join the Estate & Trust team in Eden Prairie, Minnesota. Responsibilities include preparing complex tax returns and assisting with estate planning. Candidates should have a Bachelor's degree in Accounting and 2+ years of relevant...SeniorTaxFlexible hours$105.6k - $181k
Tax Manager or Director Individuals, Trusts & Estates page is loaded## Tax Manager or Director Individuals, Trusts & Estateslocations... .../Director role:*** Review high net worth individual income tax returns... ...in trusts and individual tax planning and compliance.* CPA license...TaxHigh net worthFlexible hours- ...Senior Tax Associate CAPTRUST is seeking a Senior Tax Associate to work with team members to provide high net worth families, individuals, and their related entities with tax compliance... ...in all client relations including planning, directing, and executing all tax projects...SeniorTaxHigh net worthLocal area
- Ernst & Young Oman is seeking a Real Estate Tax Senior Manager based in Saint Paul, Minnesota. In this role, you'll lead diverse tax planning projects and teams, providing reliable tax advice to clients in real estate, hospitality, and construction. Required qualifications...SeniorTaxFlexible hours
$167k - $213k
...Wipfli Tax Compliance And Advisory Role At Wipfli, people count. Our people are... ...disciplined client service teams for account planning Prepare and review client... ...10+ years of job related experience High Net Worth tax experience required Requires prior...SeniorTaxHigh net worthTemporary workLocal areaFlexible hours$92k - $160k
...Wealth Transition Services Tax Manager might include the following... ...and consulting on the estate planning process to create plans based... ...services to the firm's high net worth and ultra-high net worth clients... ...Wealth Transition Services Senior Manager will interact with clients...TaxHigh net worthWork at officeLocal areaRemote workVisa sponsorship- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services , identifying opportunities...SeniorTaxHigh net worthFull timeRemote workFlexible hours
- ...Description Job Description Tax Senior– Remote | Public Accounting Firm... ...growth while working with a high-caliber client portfolio. Key... ...corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services,...SeniorTaxHigh net worthRemote jobFull timeFlexible hours
$72k - $102k
We are currently seeking a Senior Associate to join our Estate & Trust team! The Senior Associate is responsible... ...a variety of advanced accounting and tax assignments. Tasks are conducted... ...returns Assist with drafting estate plans Assist with probate and estate administration...SeniorTaxWork at officeFlexible hours- Tax Senior Associate page is loaded## Tax Senior Associatelocations... ...Responsible For:* Coordinate, plan, and supervise multiple... ...returns for individuals, trust/estates, and or entities## ## Preferred... ...closely held businesses and high net worth individuals with the...SeniorTaxHigh net worthTemporary workWork at officeLocal area
$170.26k - $200.3k
...Description**Serves as client lead for trust, tax and planning matters and as primary liaison between... ...families as a subject area expert in estate planning, multi-generational planning,... ...of planning/strategy experience with high net worth clients Preferred Skills/Experience -...TaxHigh net worthTemporary workLocal area3 days per week$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere... ...owned companies, all high‑growth private companies.... ...individual tax returns, income tax planning for high‑net‑worth individuals and families,... ...thorough understanding of estate and wealth planning...SeniorTaxHigh net worthHourly paySeasonal workRemote workFlexible hours$70k - $130k
What is the opportunity? The Senior Associate Wealth Strategist... ...focus on making wealth transfer planning a primary component of the... ...experience at RBC for its high net worth ("HNW") and ultra‑high net worth... ...Wealth Strategists on tax and estate planning, business succession...SeniorTaxHigh net worthFull timeTemporary workFlexible hours- ...EisnerAmper is seeking a Senior Consultant - CDBG-DR in our... ...consulting engagements, including planning, execution, and delivery... ...one of the largest accounting, tax, and business advisory firms,... ...market companies, as well as high net worth individuals, family offices,...SeniorTaxHigh net worthWork at officeLocal areaRemote work
$122k - $170k
...office or Hybrid A Day in the Life As a Senior Tax Manager, you will be responsible for... ...include the following: Reviewing gift, estate and fiduciary tax returns. Working with... ...relation to estate and business succession planning. Assisting clients who may have varied...SeniorTaxWork at officeLocal areaVisa sponsorship- ...forward‑thinking approach to financial planning to translate wealth into fulfillment. With... ...various roles, serving a client base of high‑net‑worth families and business owners. In this... ...assignments Basic knowledge of income taxes and the effects of portfolio transactions...SeniorTaxHigh net worthWork at office
$89.25k - $105k
...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team... ...Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of...TaxHigh net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$76k - $125.3k
...most technically demanding tax planning and compliance projects around... ...planning and advising of high net worth individuals and families, allowing... ...A thorough understanding of estate and wealth planning... ...the confidence to challenge senior colleagues and stakeholders...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$147.4k - $336.8k
...Country The opportunity Our tax function is constantly evolving... ...'t an average day for a Real Estate Tax Senior Manager - so you're likely to... ...time on a variety of tax planning projects, responsibilities and... ...leading teams and working in a highly collaborative culture, where...SeniorTaxSummer holidayFlexible hours$110k - $150k
Description Description Senior Financial Planner &... ...by shifting day-to-day planning execution and project... ...is focused on serving highly successful women, often... ...per year with $3-15M in net worth. They value thoughtful... .... Explain complex tax, estate, insurance, and investment...SeniorTaxHigh net worthWork at officeShift work3 days per week$175k - $250k
Banking & Finance Senior Associate/Lateral Attorney Minneapolis Overview... ...Litigation, Corporate and Estate Planning, Commercial Real Estate and... .... Requirements A highly motivated individual with significant... ...understanding of banking and finance/tax laws. You must have excellent...SeniorTaxWork at office$163.8k - $280.8k
...on all new hires.***The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth... ...investments, banking, trust, and planning. This role acts as the... ...client needs including estate planning, business succession, and tax-aware strategies. The...SeniorTaxHigh net worth
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