Senior Tax Manager, High Net Worth & Family Wealth
Elliott Davis
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 accounting experience, a CPA certification, and exceptional leadership and communication skills. Benefits include generous paid leave and professional development opportunities. #J-18808-Ljbffr Elliott Davis
- ...Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory... ...acting as a primary advisor to high net worth families, managing investments, estate planning... ...have a minimum of 10 years in wealth management and a portable book of...SeniorHigh net worth
- ...years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-worth clients (minimum of $400k T12) Active Investment... ...advisor to high-net-worth individuals and families, managing complex portfolios and long-term client...SeniorHigh net worth
- ...Overview Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-... ...PLLC), a licensed CPA firm. We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate will...SeniorHigh net worthFull timeContract workWork at officeFlexible hours
- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...for providing comprehensive wealth management advice and building long-term relationships... .... The role partners closely with high-net-worth individuals and families to develop personalized financial...SeniorHigh net worth
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in... ...401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...SeniorH1bLocal areaOverseas- ...advice and complex portfolio management guidance to High Net Worth clients. Are you a... ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...individuals and families. Communicate Vanguard’s... ...related to investment advice, tax strategies, legacy &...SeniorHigh net worthWork at officeRemote workRelocationMonday to Friday
- ...responsibilities include independently managing low‑complexity... ...Underwriter II (CUII) / Senior Credit Underwriter (SCU)... ...with strategic wealth clients. This role supports... ...credit decisions for ultra‑high net worth clients—including individuals, family offices, trusts,...SeniorHigh net worthShift workDay shift
- ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...s Advice and Wealth Management division, you will... ...will help our Ultra High Net Worth clients achieve... ...influential individuals and families. By communicating... ...investment advice, tax strategies, legacy &...SeniorHigh net worthWork at officeLocal areaRemote workRelocationMonday to Friday
$98k - $162.5k
...responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and... ...requirements. The Global Wealth Investment Management‑Sr... ...approval of ultra‑high‑net‑worth clients (individuals, family offices, trusts, special wealth...SeniorHigh net worthBank staffWork at officeShift workDay shift$98k - $162.5k
...portfolio performance. The Senior Credit Underwriter (SCU)... ...with strategic wealth clients. This role supports... ...revenue growth while also managing a portfolio of existing... ...credit decisions for ultra‑high‑net‑worth clients—including individuals, family offices, trusts, and...SeniorHigh net worthShift workDay shift- ...Senior Credit Underwriter / Credit Underwriter II - Global Wealth & Investment Management Charlotte, North Carolina;Saint Louis, Missouri To proceed... ...credit decisions for ultra-high net worth clients-including individuals, family offices, trusts, specialized wealth...SeniorHigh net worthWork at officeShift workDay shift
$62.5k - $87.5k
Teachers Insurance and Annuity Association of America is looking for a Wealth Client Relationship Manager in Charlotte, NC. This role involves managing relationships with high-net worth clients, delivering exceptional service, and supporting the implementation of financial...SeniorHigh net worth- ...Citizens in Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences. The...SeniorHigh net worth
- ...and scrutinizing intricate tax returns for high-net-worth individuals, trusts, and... ...developing comprehensive wealth management strategies. You'll play a... ...for advancement into senior leadership positions within... ...strategies Experience with family office frameworks and...High net worthWork at office
- ...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Leading... ...Hybrid Schedule | 3 Days In-Office A highly respected boutique CPA firm in... ...Advanced tax planning for high-net-worth clients and families Relationship-driven advisory environment...SeniorHigh net worthWork at officeFlexible hours
- ...responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and... ...requirements. The Global Wealth Investment Management-Sr... ...approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth...SeniorHigh net worthBank staffWork at officeShift workDay shift
- Connect Search, LLC in Charlotte, NC is seeking a Tax Advisor to work closely with clients, lead tax planning... ...compliance. This role offers exposure to high-net-worth individuals, estates, trusts, and family wealth structures within a holistic advisory team. The leadership...High net worth
- ...responsibilities include independently managing low-complexity... ...Underwriter II (CUII) / Senior Credit Underwriter (SCU)... ...with strategic wealth clients. This role supports... ...credit decisions for ultra-high net worth clients—including individuals, family offices, trusts,...SeniorHigh net worthWork at officeShift workDay shift
- ...America seeks a Custom Credit Underwriter II/Senior Credit Underwriter in Charlotte, NC. This vital position involves managing complex credit relationships and performing detailed financial analyses for ultra-high net worth clients. Responsibilities include leading credit...SeniorHigh net worthFull time
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our... ...401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...SeniorH1b- ...Overview We are seeking a highly skilled and detail-oriented Senior Accounting Manager with a... ...for working with high‑net‑worth clients and complex... ...regulatory requirements. Tax Compliance: Work closely... ...accounting, private wealth management, or a family office is highly...SeniorHigh net worthWork at officeImmediate start
$120k - $165k
...Tax Manager – Public Accounting Firm Location: Charlotte, NC Work Style: Hybrid... ...Review returns prepared by staff and seniors for technical accuracy and... ...discipline Prior experience working with high-net-worth individuals, trusts, or family offices Comfortable working in a...High net worthWork at officeFlexible hours3 days per week- ...Brothers Harriman & Co. is hiring a Family Office Analyst in Charlotte. The role supports Relationship Managers by being the primary contact for ultra-high-net-worth clients and managing daily... ...degree and relevant experience in Wealth Management, alongside strong analytical...High net worthWork at office
- ...portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom mortgage... ...net worth clients of Global Wealth and Investment Management (... ...sheets, income statements, tax returns, and liquidity...SeniorHigh net worthShift workDay shift
$95k - $150k
...Job Description Job Description Tax Senior/ Manager Job Title: Tax Senior / Tax Manager (Hybrid... ...team. Whether you are a high-performing Senior ready for your next leap... ...state corporate, partnership, and high-net-worth individual tax returns. Client Relationship...SeniorHigh net worthOngoing contractPermanent employmentFull timeWork at officeLocal areaRemote workFlexible hours$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- ...successful individuals and families build, protect, and transfer wealth through... ...growing demand for high-touch, sophisticated... .... This advisor will manage and deepen relationships with high-net-worth clients while proactively... ...investments, estate, tax, risk, multigenerational...High net worthWork at office
$132.7k - $303.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...providing dedicated tax technical services to both US... ...satisfaction that comes with producing high-quality, valued work and... ...to investors and families, you’ll use your experience...SeniorFull timeWork experience placementSummer holidayFlexible hours- ## Family Office AnalystApplylocations: Charlottetime type: Full... ...will support the Relationship Managers (RMs) by serving as the primary contact point for ultra-high-net-worth clients. You will also manage... ...Demonstrated interest in the Wealth Management field* Client service...High net worthWork at officeLocal area
$130k - $160k
...Description Trust & Estate Tax Manager | 100% Remote $130-160K Base... ...ownership of a complex, high-net-worth client portfolio. This is a... ...for HNW and UHNW individuals, families, and entities. That includes... ...trust instruments to support wealth transfer goals and minimize...High net worthImmediate startRemote workRelocation
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