Senior Tax Manager — High-Net-Worth Wealth Advisory
Mission Wealth
Mission Wealth, a Barron’s Top 100 RIA and Best Places to Work recipient, seeks a Tax Manager to lead tax strategy for high-net-worth clients. You will review returns, implement planning, and collaborate with advisory teams while guiding junior staff and ensuring client satisfaction. The role requires 8+ years in tax accounting, CPA certification, and a track record of client-centric tax consulting. Based in Scottsdale, AZ, with a comprehensive benefits package and growth opportunities. #J-18808-Ljbffr Mission Wealth
$130k - $150k
Jobot is seeking a Senior Tax Manager located in Scottsdale, Arizona. This permanent role involves... ...complex tax planning and filings for high-net-worth individuals. The successful candidate... ..., guiding clients in optimizing their wealth management strategies. The position...SeniorHigh net worthPermanent employment- ...Financial Corporation is seeking a Private Wealth Advisor in Scottsdale, Arizona, to develop and maintain relationships with high net worth individuals. You will manage client portfolios and provide tailored investment advisory services while collaborating across...SeniorHigh net worth
- ...preserve, and transfer wealth? Our client, a... ...leader in investment management and wealth advisory services, is seeking... ...Wealth Advisors and Senior Wealth Advisors to join... ...to work with ultra-high-net-worth clients while leveraging... ...financial planning, tax‑efficient strategies...SeniorHigh net worth
$155k - $200k
...Description Experience: Manager Salary: $155,000 - $2... ...and multi‑state tax returns for partnerships... ...C corporations, LLCs, high‑net‑worth individuals, construction... ...develop tax staff, seniors, and managers Review... ...across tax planning, advisory, and audit and assurance...SeniorHigh net worthLong term contractContract workFor contractorsRemote work- Vanguard is seeking a Wealth Planning Consultant, Senior Specialist to provide tailored wealth planning consultations for our ultra-high net worth clients. This role is integral to advising clients... ...advanced estate planning, income tax, and financial planning analysis. The...SeniorHigh net worthRemote job
- ...leading financial institution seeks an experienced individual to manage high net worth client relationships, driving retention and growth. The ideal candidate will have over 10 years of experience in wealth management, possess exceptional relationship management skills,...SeniorHigh net worth
- ...lead a portfolio of loans, deposits, and assets under management while delivering comprehensive wealth management services. You will build trusted client... ...a strong background in lending, underwriting, and high-net-worth client management, with 10+ years in business...SeniorHigh net worth
- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have...SeniorHigh net worthWork at officeFlexible hours3 days per week
- ...America is looking for a skilled professional to manage fiduciary and investment management accounts for high-net-worth clients. Responsibilities include providing... ...compliance, and building client relationships to enhance wealth management. The ideal candidate will have a...SeniorHigh net worthFull time
- ...Pointe is seeking an Associate Wealth Advisor in Scottsdale, AZ.... ...client service and supporting Senior Wealth Advisors in financial planning and investment management. Ideal candidates will have a... ...Investment Advisor firm serving high-net-worth clients and has received...High net worth
$150k
...Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning... ...directly with clients and advisory teams to implement tax... ...Tax Manager: Work with a high-performing & growth-oriented... ...solutions to high-net-worth clients Assist clients with...High net worthFull timeWork at officeImmediate start- Provides wealth planning consultations and support to Vanguard... ...Planning Consultant, Senior Specialist with Vanguard... ...the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their... ...estate planning, income tax and financial planning analysis...SeniorHigh net worthWork experience placementWork at officeRemote work
$143.91k - $169.3k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all...SeniorHigh net worthTemporary workWork experience placement3 days per week$130k - $150k
Senior Tax Manager Salary: $130,000 - $150,000 per year. Overview A highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate... ...include managing tax planning, wealth transfer, investment income, and...SeniorHigh net worthPermanent employmentWork at officeLocal area$143.91k - $169.3k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all...SeniorHigh net worthTemporary workWork experience placement3 days per week$90k - $180k
...Description Job Description Senior Tax Associates to Tax Manager – Public Accounting Firm (... ...0 + Large Bonus Potential A highly respected and growth-oriented CPA... ...role Support tax planning and advisory services for high-net-worth individuals, family-owned businesses...SeniorHigh net worthWork at officeFlexible hours- Alerus Financial is seeking a Financial Advisor to grow a portfolio of high-net-worth clients and deliver comprehensive financial guidance. You will serve as the primary contact, recommending suitable Alerus solutions while nurturing client relationships. Expect to spend...SeniorHigh net worth
$105k - $140k
Busey-Bank-2 in Scottsdale, Arizona is seeking a Private Banker II to build and maintain relationships with high net-worth clients. This role involves engaging with business partners, providing exceptional client experience, and driving deposit growth. Candidates should...SeniorHigh net worth$105k - $140k
A financial services institution seeks a Private Banker II in Scottsdale, Arizona, to manage personal and business banking relationships for high-net-worth clients. The role includes driving deposit and growth opportunities while ensuring exceptional client service. Candidates...SeniorHigh net worth- ...have over 10 years of experience in commercial or wealth management credit, strong communication skills, and the... ...This role demands relationship-building with ultra-high-net-worth clients and collaboration with Advisory teams to ensure a seamless client experience. Join...High net worth
- Job Description Responsible for managing fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries,... ...development, trust education, and wealth planning. Responsibilities... ...Experience Branding Client Solutions Advisory Decision Making Presentation...SeniorHigh net worthShift workDay shift
- ...seeking a dynamic and experienced Tax Senior to join our elite team in Scottsdale, Arizona. You will manage and execute tax projects,... ...strategies. With a focus on high net worth individuals and S-... ...growing boutique financial advisory. Competitive salary with great...SeniorHigh net worth
- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We... ...tax engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance...SeniorHigh net worthFull timeRemote workFlexible hours
- ...Private Banker II to build and maintain relationships with high-net-worth individuals, their families, and businesses. The role focuses... ...experience, referral networks, and growth in deposits and wealth management opportunities, with a commitment to service excellence and...SeniorHigh net worth
- ...Advisors as an Associate Wealth Advisor in our Scottsdale,... ...responsible for assisting in client advisory, investment management, and administrative... ...in coordination with Senior Wealth Advisors and a talented... ...servicing sophisticated, high net worth individuals and families....High net worthWork experience placementWork at office
- ...Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application... ...maintaining, and expanding relationships with high net worth individuals, families, family... ...experience. Experience in an investment advisory firm environment with significant background...High net worthWork experience placementWork at office
$115k - $125k
Relationship Manager / Senior Tax Manager Location: Scottsdale AZ - Small CPA Firm, Hybrid potential... ...culture Excellent benefits package High bonus potential tied to client growth and... ...Manage relationships and provide advisory guidance Assist with tax work during filing...Senior$125k - $150k
...Tax Manager – Scottsdale, AZ | Onsite with Hybrid Potential Confidential Opportunity via Solid... ...’re representing a well-established and highly respected public accounting firm that is... ...a variety of clients, including high-net-worth individuals, partnerships, S corps, and...High net worth- Mission Wealth is actively seeking a Risk Management Associate in Scottsdale, AZ, to support a team committed to high-net-worth clients. This role combines mentorship and collaboration for professional growth within wealth management. The associate will analyze insurance...High net worth
- ...Financial in Scottsdale, AZ is hiring a Private Wealth Advisor to cultivate and maintain relationships with high net worth clients, offering tailored investment... ...possess 5-7 years of relevant experience in wealth management. Skills in investment strategy, portfolio design...High net worth
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