HNW Tax Manager: Lead Planning & Wealth Strategies
Frazier & Deeter
Frazier & Deeter in Charlotte, NC, seeks a Tax Manager focused on high net worth clients. You will lead tax engagements and develop tailored tax solutions. The ideal candidate will have extensive knowledge of tax regulations and at least 5 years of public accounting experience. This is a unique opportunity to join a top-tier firm that values growth and offers various services including tax planning and compliance. Join us and help clients minimize tax liabilities while ensuring compliance with evolving tax laws. #J-18808-Ljbffr Frazier & Deeter
$157.2k - $326.6k
Forvis Mazars US is seeking a Wealth Strategist in Charlotte, NC. This role focuses on delivering integrated... ...and families, involving advanced estate and family planning. Responsibilities include developing complex tax and estate plans, advising on governance, and maintaining...High net worth- Vanguard’s Investment Strategy Group seeks a Senior Specialist to lead wealth planning research and define innovative approaches to investment advice. You will guide quantitative analyses, develop insights for client guidance, and mentor analysts across the organization...Suggested
- ...Tax Manager, High Net Worth Charlotte, North Carolina, United... ...opportunity for our people. As a HNW Tax Manager, you work... ...high net worth clients, leading the planning, management, review, and... ...tax planning, savings strategies, and wealth preservation solutions tailored...High net worthWork at officeLocal area
$62.5k - $87.5k
...Nuveen, as part of TIAA, is seeking a Wealth Client Relationship Manager to enhance relationships with high-net worth clients in Charlotte, NC. This role involves working closely with Wealth Management Advisors to provide tailored financial solutions. The ideal candidate...High net worth$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior... ...complex business issues from strategy to execution. PwC Professional skills... ...and engagements. Initiate and lead open conversations with teams, clients...SuggestedH1bLocal areaOverseas$62.5k - $87.5k
Teachers Insurance and Annuity Association of America is seeking a Wealth Client Relationship Manager in Charlotte, NC to enhance client relationships and support high-net-worth individuals through tailored financial solutions. The role demands strong interpersonal skills...High net worth$62.5k - $87.5k
...Insurance and Annuity Association of America is looking for a Wealth Client Relationship Manager in Charlotte, NC. This role involves managing... ...service, and supporting the implementation of financial plans. Candidates should have at least 2 years of financial services...High net worth- Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in Charlotte, North Carolina. This role involves delivering... ...clients, and supporting the implementation of financial plans. The ideal candidate will have 2+ years of experience, a...High net worth
- ...Strategy And Planning Team Position The Strategy and Planning Team within the US Firms Tax (USFT) group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring...Local area
- EY is seeking a Transaction Tax Manager in the United States to advise on tax aspects of acquisitions, dispositions, restructurings, and... ...transactions. You will develop and implement transaction strategies and provide counsel on U.S. domestic and cross-border tax issues...
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...Firm. You are expected to lead with integrity and...Full timeH1b- ...who are interested in wealth planning services to address their... ...developing planning strategies while focusing on the... ...appropriate. Responsibilities Leads the wealth planning... ...and wealth transfer tax planning, investments,... ...Networking Issue Management Prioritization...High net worthWork experience placementLocal areaShift workDay shift
$116.2k - $212.9k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...FSO team! EY’s FSO tax practice provides... ...structuring, tax minimization planning, on-call advice, and... ...practice, you will lead tax compliance and... ...issues, implement tax strategies aligned with client...Work experience placementSummer holidayLocal areaFlexible hours- ...client engagements from initial planning to final delivery,... ...and scrutinizing intricate tax returns for high-net-worth individuals... ..., and craft proactive strategies that extend beyond mere compliance... ...developing comprehensive wealth management strategies. You'll play a crucial...High net worthWork at office
- ...About the job Senior Tax Manager The Opportunity: We... ...and estate tax compliance, planning, and consulting, and will play... ...providing proactive guidance on tax strategies, compliance matters, and... ...in public accounting, wealth management, or a specialized...High net worthLocal areaImmediate start
- A leading professional services firm in Charlotte, NC is seeking a Senior Tax Manager for its High Net Worth tax practice. This role involves consulting on complex tax matters for high-net-worth individuals and overseeing a team. Candidates should have over 7 years of public...High net worth
$99k - $266k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...our Firm. You are expected to lead with integrity and authenticity...Full timeH1b$119k - $206k
...Lead Wealth Underwriter At Wells Fargo, we are looking... ...Wealth & Investment Management (WIM) is one of the United... ..., investment, planning, and retirement products... ...solutions, and highly tuned strategies to address clients'... ...specialty trusts, custody, tax, specialty assets,...High net worthWork experience placement$130k - $160k
...Description Trust & Estate Tax Manager | 100% Remote $1... ...areas of personal HNW/UHNW tax and are... ...advisory and tax planning firm is looking... ...Work You will lead tax planning and... ...tax planning strategies across personal, fiduciary... ...to support wealth transfer goals and...High net worthImmediate startRemote workRelocation$157.2k
...multigenerational families manage financial complexity with... ...approach that integrates wealth management, tax planning, and family office services... ...Mazars delivers personalized strategies aligned with each client’s... ...relationship partners. Lead and participate in multi‑advisor...High net worthWork at office$170k - $300k
The Program Senior Group Manager manages multiple teams through other... ...for executing functional strategy in area managed. Determines approach... ...for end results, budgeting, planning, policy formulation and... ...alignment to business goals. Leads the facilitation, coordination...Full time- A recruitment firm is seeking an experienced Director of Tax to oversee tax compliance and strategy. The role involves managing a team, ensuring compliance with federal and state laws, and collaborating with various departments to support company growth. The ideal candidate...Full time
$79.8k - $168k
BDO USA is seeking a GES Manager - Expat to advise clients on international assignment structuring and supervise client relationships. The role includes conducting tax meetings, managing expectations of expatriate services, and reviewing tax returns for international assignees...Work at office- Charles Schwab in Charlotte, North Carolina, is seeking a Sr. Manager, Wealth Advisor to manage client relationships and provide tailored... ...role emphasizes relationship management and holistic financial planning while collaborating with an advisory team. The ideal...
$120k - $130k
MDAEdge is hiring a Junior Tax Manager in Charlotte, North Carolina. This mid-level role involves tax compliance, planning, and advisory functions under the guidance of senior professionals. The ideal candidate will have a Bachelor's degree, 2-4 years of tax experience,...- MDAEdge in Charlotte, NC, is seeking a Tax Consultant to manage multiple client services teams and provide tax planning and consulting expertise. The ideal candidate will have a Bachelor's degree in Accounting and at least six years of experience in tax compliance and...Local area
- ...focuses on delivering data-driven insights to enhance marketing strategies in Personal Wealth Marketing. The ideal candidate will leverage strong... ...Responsibilities include analyzing data, creating visualizations, and leading projects with key stakeholders. Candidates should have at...
$75 - $105 per hour
Interim Tax Manager, Strategic Resources United States Job Description... .... This role manages tax planning, preparation, and filing activities... ...as a key resource for tax strategy, risk management, and decision... ...employees the chance to grow their wealth over time as their shares...Contract workInterim roleWork at officeLocal area- ...opening for a Private Wealth Advisor (PWA) . This... ...organization’s Private Wealth Management team, helping clients... ...on wealth and estate planning, investments, banking,... ...wealth management strategies, including investment... ...management, estate planning, tax optimization, and...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...National Bank and Trust Co. seeks a Regional Wealth VP to guide client strategies, deliver comprehensive financial planning, and partner with our wealth team and broker dealer... ...will leverage deep wealth experience, lead regional growth initiatives, and ensure top-tier...High net worth
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