Private Client Tax Manager: Wealth & Trust Advisory
Forvis Mazars US
Forvis Mazars US is looking for a Private Client Tax Manager in Austin, Texas. This role requires strong expertise in tax compliance and consulting services for ultra-high net worth clients. You will provide comprehensive tax advisory services, manage client relationships, and lead tax staff. A minimum of 5 years of experience and a CPA license or J.D. degree are required, alongside a collaborative and flexible work environment. The company offers a robust rewards program to support employee well-being and career growth. #J-18808-Ljbffr Forvis Mazars US
- Forvis Mazars, LLP is seeking a Private Client Tax Manager in Austin, Texas. This role involves providing sophisticated tax compliance and advisory services to ultra-high net worth individuals and entities. You will manage client relationships and lead a team of tax professionals...Private clientFlexible hours
$95.5k - $195.4k
...moments, you're trusted to deliver... ...across our audit, tax, and consulting... ...seeking a Tax Manager with deep expertise... ...in advising clients, managing sophisticated... ..., and transfer wealth efficiently... ...to public and private entities while... ...with tax, advisory, risk and performance...SuggestedWork at officeLocal areaRemote workWorldwide- Fartherfinance is seeking a Relationship Manager in Austin, Texas. You will be responsible for managing the day-to-day client relationships and serving as the primary liaison... ...service team. This role involves building trust with high-net-worth individuals and ensuring...Suggested
- ...exclusively with a reputable Wealth Advisory firm based in Austin,... ...for a Director of Tax. The firm has a loyal and sophisticated client base consisting of high... ...such as estate planning, trust administration, income... ...asset protection & risk management, transactional tax...SuggestedWork at officeRelocation package
- Crowe is seeking a Tax Manager to join the IronSpire Group, focusing on estate, gift, and trust tax planning for ultra-high-net-worth clients. This role involves delivering high-level consulting and compliance support while managing complex engagements in a hybrid work...Suggested
$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal... ..., investment partnerships, estates, and trusts Preferred Qualifications Master’s degree in Accounting...Private clientFlexible hours$200k - $300k
...national accounting, advisory and consulting firm with... ...looking for talented tax leaders at the Director... ...our growing firm! A Private Client Services Director provides... ..., estates, and trusts Technical knowledge sufficient... ...Proven ability to manage, mentor, and develop staff...Private clientFlexible hours- ...full-service national accounting, advisory and consulting firm with... ...Weaver is looking for a Transaction Tax Advisory Senior Manager to join our growing firm. The team at Weaver helps private equity, strategic, and founder-owned clients identify potential tax exposures...Private clientLocal areaFlexible hours
- ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...solution built on trust, personalized service,... ...our clients. As a Sr. Manager, Wealth Advisor , you’ll... ...concentrated positions, tax‑aware strategies, multi‑...Work at office
- ...'ll be the person clients trust to know their lives... ...the Relationship Manager for a well-established Austin-based advisory practice, you're the... ...asset allocation, tax strategy,... ...relationship role at a wealth management or financial... ...or large private wealth firm (JP Morgan...
$105.56k - $247.9k
...Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...created for a Senior Manager to join our high performing... ...M&A activities of our Private Equity clients and... ...integrity, collaboration, trust, and mutual respect The...Private clientWork experience placementLocal areaRemote work- ...specified location(s). As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help... ...digital wealth advisory experience for clients and advisors. In this highly... ...continuous learning, and a culture of trust and collaboration—so you can build the...Work at office
$95.4k - $180.4k
...change, empowering our clients and people to... ...they are along their wealth journey and assist to... ...family education, risk management, privacy/data... ...Exposure to strategic tax planning, business advisory and compliance work... ...Qualifications Experience with private client or business...Private clientWork experience placementInternshipWork at officeLocal areaVisa sponsorship- ...Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...advisory solution providing clients with a personal relationship... ...Group addresses complex wealth management needs of clients through our... ...learning, and a culture of trust and collaboration—so you can...Work at office
- A leading professional services firm seeks a Tax Experienced Manager in Austin, Texas, to lead client engagements in Transaction Advisory Services. The role involves managing project timelines, conducting due diligence, and supervising staff. Candidates must have a Bachelor...
$130k - $160k
...Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team!... ...Us A specialized tax and wealth advisory firm supporting high-net-... ...Manager to its growing team. With clients ranging from multi-state... ...filings for individuals, trusts, and entities Serve as a trusted...Work at officeLocal areaRemote work3 days per week$120k - $140k
Job Summary The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure... ...are executed timely and that client expectations are met, if not exceeded... ...engagements related to transactions that private equity and strategic corporate...$155k - $172k
Job Description The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work... ...are executed timely and that client expectations are met, if not exceeded... ...related to transactions that private equity and strategic corporate entities...Work at office- ...institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships. The ideal candidate will have a... ...opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialPrivate client
$132.7k - $303.2k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...institutions are trusted and flourish, and the... ...providing dedicated tax technical services to... ...Leader across compliance, advisory or annuity tax...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
...Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving... ..., and providing up‑to‑the‑minute advisory services to a diverse client base across the real estate,... ...trends and maintain credibility as a trusted advisor. Build client relationships...Flexible hours- ...detail‑oriented Experienced Tax Associate to join our... ..., planning, and advisory services to a diverse portfolio of clients, including individuals,... ...corporations, partnerships, and trusts. You will work closely with... ...senior accountants and managers to support client...Work at office
$200k - $300k
Weaver, a national accounting firm in Austin, TX, is seeking a Tax Director to provide federal tax compliance and planning services for high-net-worth clients. Ideal candidates are CPAs with over 9 years of experience in tax consulting. The role focuses on business development...Private client$180k - $220k
...Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our... ...solution area, through deep, trust-based executive relationships, high-impact... ...leadership, and executive relationship management, this leader shapes how capabilities are...Work at office$120k - $160k
...to Work for EisnerAmper As a Tax Controversy Manager, you will get to be part of one... ...growing accounting and advisory firms in the industry. You will... ...Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities...Local area$115k - $145k
Audit Manager - Client Advisory, LLCs, S-Corps Apply online now Position Description... ...that do complex business tax and assurance work and also... ...accounting experience in a firm / wealth management / public... ...review with C-Corps, S-Corps, Trusts and Partnerships, as well as...Full timeFlexible hours$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...Private clientFlexible hours$132.7k - $303.2k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...institutions are trusted and flourish, and the... ...providing dedicated tax technical services to... ...Leader across compliance, advisory or annuity tax...Full timeWork experience placementSummer holidayFlexible hours$365k - $420k
...seeking an experienced associate specialized in trust and estate planning with a minimum of five... ...experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues, trust administration, and planning. The...Private client- ...Texas is inviting applications for a Tax professional role focused on compliance and advisory services. Candidates will have responsibilities including managing tax returns, conducting complex... ...Opportunities for business development and client engagement are integral to this...
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