Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid: Senior Manager, HNW Tax & Wealth Planning (Plymouth)

Full-time

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
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Hybrid: Senior Manager, HNW Tax & Wealth Planning (Plymouth) in Plymouth, MN vacancy
  • $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... 
    Senior
    Tax
    High net worth
    Full time
    Work at office
    Local area

    Frazier & Deeter

    Plymouth, MN
    3 hours ago
  •  ...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... 
    Senior
    Tax
    High net worth
    Work at office

    Confidential

    Minneapolis, MN
    2 days ago
  • $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... 
    Senior
    Tax
    High net worth
    Hourly pay
    Full time
    Work experience placement
    Shift work

    Associated Banc-Corp

    Minneapolis, MN
    3 days ago
  • $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... 
    Senior
    Tax
    High net worth
    Full time

    Frazier & Deeter

    Minneapolis, MN
    3 hours ago
  • $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... 
    Senior
    Tax
    High net worth
    Full time
    Work at office
    Work from home
    Flexible hours
    3 days per week

    Carlson Inc

    Hopkins, MN
    3 days ago
  •  ...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... 
    Senior
    Tax
    High net worth
    Work at office

    ASPIRIANT LLC

    Hopkins, MN
    20 days ago
  •  ...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... 
    Senior
    Tax
    High net worth
    Remote job

    Solid Rock Recruiting LLC

    Minneapolis, MN
    8 days ago
  •  ...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... 
    Senior
    Tax
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Maple Grove, MN
    1 day ago
  • $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... 
    Senior
    Tax
    Flexible hours

    Boulay

    Eden Prairie, MN
    4 days ago
  • $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... 
    Tax
    High net worth
    Full time
    Temporary work
    Work at office
    Local area

    Cresset Capital

    Minnetonka, MN
    2 days ago
  • $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... 
    Senior
    Tax
    Full time
    Fixed term contract
    Local area
    Home office

    Relativity

    Minneapolis, MN
    3 hours ago
  • 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... 
    Tax
    High net worth
    Work at office
    Local area

    PACK Companies

    Wayzata, MN
    2 days ago
  • $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... 
    Tax
    High net worth
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Minneapolis, MN
    3 days ago
  • $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... 
    Tax
    High net worth
    Part time
    Local area

    BMO U.S.

    Minneapolis, MN
    5 days ago
  • $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... 
    Senior
    Tax
    Full time
    Work at office

    Frazier & Deeter

    Plymouth, MN
    3 hours ago
  • $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... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Minneapolis, MN
    5 days ago
  •  ...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... 
    Tax
    High net worth
    Full time
    Work at office

    DSG CAPITAL ADVISORS, LLC

    Minneapolis, MN
    2 days ago
  • $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... 
    Senior
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Minneapolis, MN
    3 days ago
  • $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: Minneapolis
    Senior
    Tax
    High net worth
    Temporary work
    Work at office
    Local area

    EisnerAmper

    Hopkins, MN
    2 days ago
  •  ...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... 
    Senior
    High net worth
    Work at office

    New Day Executive Search

    Minneapolis, MN
    4 days ago
  • $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... 
    Senior
    Tax
    High net worth
    Local area
    Remote work
    Flexible hours

    Jobot

    Minneapolis, MN
    13 hours ago
  •  ...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... 
    Senior
    High net worth

    Beacon Pointe Advisors

    Minneapolis, MN
    5 days ago
  • $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... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Minneapolis, MN
    2 days ago
  • $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... 
    Tax
    High net worth
    Local area

    Mohr Talent

    Minneapolis, MN
    3 days ago
  •  ...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... 
    Senior
    Tax

    Orion Associates, Incorporated

    Golden Valley, MN
    1 day ago
  • $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... 
    Senior
    Tax
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Minneapolis, MN
    24 days ago
  •  ...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... 
    Senior
    High net worth
    Full time

    Oxford Financial GRP

    Minneapolis, MN
    3 hours ago
  • $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... 
    Senior
    Tax
    Full time
    Work at office

    BDO USA

    Minneapolis, MN
    3 hours ago
  •  ...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... 
    Tax
    High net worth
    Work at office
    Local area
    Remote work

    EisnerAmper

    Minneapolis, MN
    2 days ago
  • $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... 
    Tax
    Hourly pay

    CliftonLarsonAllen

    Minneapolis, MN
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid: Senior Manager, HNW Tax & Wealth Planning (Plymouth). Be the first to apply!