Director of Tax & Financial Planning for Wealth Clients
$115k - $160kBusey Bank
Busey Bank in Kansas City seeks a Director of Financial & Tax Planning to lead its financial planning team. This role involves mentoring, client advisory, and providing subject matter expertise on complex financial strategies. The ideal candidate will have 10+ years of experience in tax and financial planning, along with necessary certifications.
A competitive compensation package is offered, including a salary range of $115,000-$160,000 annually, plus bonuses and comprehensive benefits.
#J-18808-Ljbffr$103.6k - $189.7k
...in serving the global financial services marketplace and... ...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management and... ...professionals providing dedicated tax technical services to... ..., tax minimization planning, on-call advice, and...SuggestedSummer holidayWork at officeLocal areaFlexible hours$115k - $160k
...Position Summary The Director of Financial & Tax Planning will lead Busey Wealth Management's financial planning team and tax planning team, ensuring the... ...delivery of high quality, integrated advice to our clients. This role combines deep technical tax expertise with...SuggestedTemporary workLocal areaFlexible hours$76k - $125.3k
...the most technically demanding tax planning and compliance projects... ...contact for a wide range of clients and colleagues. This is an opportunity... ...by significant tax or financial planning experience Progression... ...understanding of estate and wealth planning Experience with federal...SuggestedWork experience placementSummer holidayLocal areaFlexible hours- ...As a tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies... ...clients that include a coordinated financial strategy that aligns with each... ...tax and financial planning projects ~ Review tax returns...Suggested
- ...Tax Manager About the Role We are seeking an experienced... ...to lead advanced tax planning, run client-facing tax strategy meetings... ...client strategy, and integrated financial planning. This role... ...You will work closely with wealth advisors, tax preparers, and...Suggested
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Requirements: Up to 20% A career in our Financial Services Tax practice, within... ...with the opportunity to help our clients meet their tax obligations while managing...Full timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...Requirements: Up to 20% A career in our Financial Services Tax practice, within... ...with the opportunity to help our clients meet their tax obligations while managing...Full timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...role in advising clients on their local and... ...tax strategies for our Financial Services clients. Your insights... ...of innovative tax planning solutions and methodologies...Full timeH1bLocal area$124.69k - $268.2k
...A financial services company in Kansas City seeks a Director for Private Wealth Management to lead business growth and practice development... ...include managing financial planning teams, developing strategic direction, and enhancing client engagement. The ideal candidate...$83.2k - $178.8k
...The Private Wealth team is a department of its own within UMB to help our clients plan and create financial and investment plans for their assets. Within the Private Wealth environment... .... Working as the Manager of Tax and Accounting Services, you will be overseeing...Work experience placementLocal areaFlexible hours$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...regulations. You will review and analyse financial data, prepare and file tax...Full timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...regulations. You will review and analyse financial data, prepare and file tax...Full timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...regulations. You will review and analyse financial data, prepare and file tax...Full timeH1b$91k - $321.5k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...with affluent individuals on tax and financial planning Thorough technical skills in partnership...Full timeH1bRemote work- ...& Young Oman is looking for a Senior Analyst in their FSO EDGE Wealth and Asset Management practice. This role, based in Kansas City, involves delivering tax compliance and consulting services for clients in the asset management industry. Candidates should have a Bachelor...
- ...a culture that puts its clients and associates first: a... ...Doing The Senior Estate & Tax Associate at Stifel,... ...supports the Estate & Tax Planning Services team, a component of Stifel\'s Wealth Planning Department. Estate... ...as simple and complex financial planning, estate planning...
$124.69k - $268.2k
...A leading financial institution in Leawood, Kansas is seeking a Director for its Private Wealth Management division. The role requires overseeing financial planning professionals, guiding growth strategies, and managing practice efficiencies. Candidates should have over...- ...EisnerAmper LLP is seeking a Senior Tax Manager – Private Client Services in Westwood, MA. This client-facing role involves managing workflow, delivering tax compliance and consulting services for high-net-worth clients. Qualified candidates will have a CPA, a Bachelor...Flexible hours
- ...A leading tax services company seeks a Block Advisor Tax Advisor for a remote role in Kansas... ..., generating business growth, and providing excellent client service. This role offers flexible hours and benefits focused on well-being and financial wellness. #J-18808-Ljbffr...Remote workFlexible hours
- ...Job Overview Senior Tax Manager – Private Client Services (PCS), Westwood, MA. A client‑facing role that manages and delegates workflow, collaborates... ...tax technical issues. Advise and provide guidance on tax planning and compliance matters. Delegate workflow to staff and...Local area
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This client‑facing position,... ...technical issues Advise and provide guidance on tax planning and compliance matters Delegate workflow to staff and...Private practiceLocal area
$140k - $160k
...A premier advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience...Remote workFlexible hours- e2E, LLC is seeking an Accounting Specialist in Kansas City, MO, to provide accurate bookkeeping for a diverse range of clients. This hybrid work position involves recording transactions, processing invoices, and collaborating with HR for payroll tasks. Ideal candidates...Remote job
- A leading tax preparation firm seeks a Tax Advisor to support clients with comprehensive tax services throughout the year. Candidates should have over 5 years of... ..., including individual tax return preparation and planning. This role emphasizes the importance of client...
$65k - $75k
...Associate , you will support financial operations, accounting... ...dynamic financial services and wealth management organization. You... ...compliance. Support budget planning and forecasting, assist with... ...planning team committed to helping clients pursue their life goals with...Full timeTemporary workWork at officeLocal areaImmediate start- A leading tax services company located in Kansas City seeks a Tax Advisor to provide year-round support for clients' diverse tax needs. Responsibilities include conducting face-to-face and virtual tax interviews, preparing individual tax returns, and generating business...
- A national tax services company is seeking a Tax Advisor in Kansas City, Missouri. The ideal candidate will provide extensive tax preparation and planning services, engage with clients year-round, and utilize virtual interaction tools. Strong qualifications include 5+ years...
- H&R Block is seeking a Tax Advisor in Kansas City, MO. You'll provide year-round tax preparation and planning services while fostering client relationships. Ideal candidates will have at least 5 years of tax experience, a bachelor's degree in accounting or related field...
- ...experience helping a broad base of clients achieve their financial goals. Our expertise spans... ..., including financial planning & analysis (FP&A),... ...controllership, treasury, tax, and financial reporting across... ...integrations within asset or wealth management Strong executive...Work at officeLocal areaFlexible hours
- A national accounting and advisory firm in Kansas City is looking for an experienced tax professional to lead corporate tax projects and manage client relationships. The ideal candidate will have 4-7 years of experience, an active CPA license, and comfort with a hybrid...
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