Hybrid: Senior Manager, HNW Tax & Wealth Planning (Plymouth)
Frazier & Deeter
Frazier & Deeter in Minnesota is seeking a Senior Manager in HNW Tax. You will partner with partners and staff to plan, manage, and complete complex engagements for high net worth clients, guiding teams and advising on sophisticated tax and wealth planning matters.
The role emphasizes minimizing tax liability while staying compliant with evolving tax laws, including stock option planning and international tax considerations.
#J-18808-Ljbffr$150k - $220k
...life. Job Summary As a HNW Tax Senior Manager , you work closely with... ...clients and are responsible for planning, managing, reviewing, and... ...clients on sophisticated tax and wealth planning matters, and... ...and senior associates - hybrid Salary Range Salary Range...SeniorTaxHigh net worthFull timeWork at officeLocal area- ...Senior Wealth Advisor About the Company Expanding registered investment... ...to take on a lead role in managing and deepening high-net-worth... ...for providing holistic, tax-aware advice that encompasses investment, estate, and tax planning. This role involves leading client...SeniorTaxHigh net worthWork at office
$163.8k - $280.8k
...check on all new hires. The Senior Wealth Advisor is responsible for developing, leading, and managing relationships with high net worth (HNW) and ultra high net worth clients... ...strategies, business succession planning, sophisticated tax aware planning in coordination with...SeniorTaxHigh net worthHourly payFull timeWork experience placementShift work$150k - $220k
...Frazier & Deeter in Minneapolis is seeking a HNW Tax Senior Manager to lead complex tax engagements for high net worth clients. Responsibilities... ...8+ years of public accounting experience. The role offers a hybrid work environment and a competitive salary range of $150,000...SeniorTaxHigh net worthFull time$90k - $120k
...Family Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and... ...Family Office is seeking a full-time Senior Associate Wealth Planner to join our... ...care expenses Work-Life Balance : Hybrid schedule with at least three in-office...SeniorTaxHigh net worthFull timeWork at officeWork from homeFlexible hours3 days per week- ...Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research... ...hub for Aspiriant’s wealth planning innovation... ...-owned wealth management firm. Our core values... ...health insurance ~ Hybrid work arrangement... ...finance, economics, tax, or financial planning...SeniorTaxHigh net worthWork at office
- ...high-net-worth individual tax work Serve as the... ...primary client relationship manager for key accounts in a... ...Oversee tax planning, compliance, and review... ...120, 1120S, 1065, 1040 HNW) Manage client deliverables... ...and mentor tax staff, seniors, and managers across multiple...SeniorTaxHigh net worthRemote job
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re partnering with a fast‑growing, well‑... ...partnerships, and high‑net‑worth individuals Provide strategic tax planning and compliance services , identifying opportunities for...SeniorTaxHigh net worthFull timeRemote workFlexible hours
$120k - $205k
...seeking a client‑focused Senior Wealth Advisor to join our... ...goals through thoughtful planning, investment insight,... ...relationship management. Beyond advisory... ...Estate plan review Tax planning Lead client... ..., flexible schedules, hybrid work environment, paid...SeniorTaxFlexible hours$75k - $100k
...Associate, Private Wealth Client Services Minnetonka Office -... ...exposure to all aspects of wealth management. This role is ideal for... ...documentation, including tax and legal materials Partner... ...understanding of portfolio management, planning, and client relationships...TaxHigh net worthFull timeTemporary workWork at officeLocal area$139k - $209k
...Posting Type Hybrid Job Overview Join our dynamic Tax team, where strategic thinking meets operational excellence. As a Senior Manager, Tax, you will lead and support complex global tax... ...Compliance Taxes Tax Law Tax Planning Tax Provisions Tax Research...SeniorTaxFull timeFixed term contractLocal areaHome office- PACK Private Wealth: Private Wealth Advisor (High-Net‑Worth) Job Title: Private... ...for providing comprehensive financial planning, investment management, and wealth preservation strategies to... ...management, retirement planning, tax‑efficient strategies, estate planning...TaxHigh net worthWork at officeLocal area
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio... ...contextual advice at the intersection of Tax Planning, Financial Planning, and... ...environment including remote and hybrid options What's in it for you...TaxHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours$74k - $138k
...as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (... ...delivering a comprehensive wealth management experience that... ...strategies, and holistic financial planning. This role combines credit... ...(e.g. retirement, estate, tax optimization). Collaborates...TaxHigh net worthPart timeLocal area$150k - $220k
...help each other grow in every aspect of life. Job Summary As a Passthrough Tax Senior Manager , you work closely with partners, staff, and clients and are responsible for planning, managing, reviewing, and completing complex client engagements. You focus on partnerships...SeniorTaxFull timeWork at office$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector:... ...guidance to clients on tax planning, compliance, and strategy.... ...increased efficiencies. As a Senior Manager you are to lead large projects... ...information about anticipated application deadlines: #LI-Hybrid...SeniorTaxFull timeH1b- ...Wealth Management Associate — DSG Capital Advisors | Edina, MN DSG Capital Advisors is a boutique RIA based in... ...ll Do Build and run comprehensive financial plans in eMoney, including balance sheets, cash flows, and tax considerations — with the ability to make recommendations...TaxHigh net worthFull timeWork at office
$171.6k - $392.1k
...ServiceNow – ServiceNow AI Architect Senior Manager In the digital economy, it... ...are met. Developing resource plans and budgets for engagements,... ...team‑led and leader‑enabled hybrid model. Our expectation is for... ...in assurance, consulting, tax, strategy and transactions. Fueled...SeniorTaxSummer holidayWorldwideFlexible hours$75k - $100k
...goals. EisnerAmper is seeking Tax Senior Associate to join the Private... ...will have the flexibility to manage your days in support of our... ...Responsible For: Coordinate, plan, and supervise multiple... ...permitted by law. #LI-TW1 #LI-Hybrid Preferred Location: MinneapolisSeniorTaxHigh net worthTemporary workWork at officeLocal area- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-... ...new client opportunities Deliver holistic financial planning Support training initiatives and help scale best practices...SeniorHigh net worthWork at office
$110k - $250k
...strong culture, however the opportunities to expand are available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us? Do you want to work with some of the nations best...SeniorTaxHigh net worthLocal areaRemote workFlexible hours- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...responsible for providing comprehensive wealth management advice and building long-term... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and guidance to clients on tax planning, compliance, and strategy. These... ...implement creative tax solutions. As a Senior Associate you will analyze...SeniorTaxFull timeH1b$120k
...Wealth Advisor Minneapolis, Minnesota – Direct Hire • $120,000 Job Description A... ...Advisor to provide comprehensive financial planning, investment management, and wealth preservation strategies... ...investments, retirement planning, tax strategies, estate planning, and risk...TaxHigh net worthLocal area- ...A management services company in Golden Valley, MN is seeking an Executive... ...of Payroll Operations. This senior-level role involves providing... ...compliance with federal and state tax obligations, overseeing... ...benefits are offered, including hybrid work options. #J-18808-Ljbffr...SeniorTax
$110k
...Description Job Description Senior Tax Advisor - Dental... ..., and build long-term wealth. Our clients include... ...will lead proactive planning conversations, develop... ...centered around simply managing tax return production.... ...Flexible remote or hybrid work environment. Busy...SeniorTaxHigh net worthFull timeRemote workFlexible hours- ...Oxford Financial GRP is seeking a Managing Director to provide financial services to ultra-high-net-worth individuals and families. You will manage client relationships, participate in business development activities, and implement investment strategies. The ideal candidate...SeniorHigh net worthFull time
$146k - $200k
...Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building... ...change management and political navigation. Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax...SeniorTaxFull timeWork at office- ...EisnerAmper is seeking a Manager - FEMA in our Government Services... .... Support team strategic planning and growth by identifying and... ...one of the largest accounting, tax, and business advisory firms,... ...eisneramper.com #LI-LH1 #LI-Hybrid #LI-Remote Preferred Location...TaxHigh net worthWork at officeLocal areaRemote work
$25 - $32 per hour
...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...Schwab, Separately Managed Account, Private Investments... ...of advisory and financial planning. Track account transfers and... ...multiple Wealth Advisors and Senior Client Services...TaxHourly pay
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