Senior Tax Manager - Private Wealth & Family Office
The Bahnsen Group
The Bahnsen Group in Minnetonka, MN is seeking a Tax Manager to join our Tax Services Department in-office. You will deliver proactive tax planning, advisory services, and compliant work for high-net-worth individuals and Family Office clients. Collaborating with Private Wealth Advisors in a highly collaborative environment, you will participate in wealth and tax planning meetings, support integrated client advice, and mentor junior staff as the department scales. #J-18808-Ljbffr The Bahnsen Group
- ...quality provider of wealth management services to those... ...Group is a private wealth management... ...Bahnsen Group has offices in twelve locations... ...running and added a Tax Services department... ..., a comprehensive Family Office offering, and... ...the direction of senior tax leadership Stay...Work at officePrivateFull time
- A wealth management firm in Wayzata, MN is seeking a Senior Family Accountant. This role involves preparing financial statements, trust administration, and direct... ...retirement plans, with a hybrid work model requiring in-office presence on select days. #J-18808-Ljbffr...Work at officeSenior
$120k - $150k
...firms. With several offices across the U.S.,... ...of life. As a HNW Tax Manager , you work closely... ...savings strategies, and wealth preservation... ...tailored to individuals, families, and closely held... ...services and private foundation... ...work of staff and senior associates Work arrangement...Work at officePrivateLocal area- ...Join to apply for the Tax Senior Associate role at EisnerAmper... ...Associate to join the Private Client Services (PCS)... ...out of our Minneapolis office. We are seeking someone... ...the flexibility to manage your days in support of... ...Services Team connects family owned, closely held businesses...Work at officeSeniorPrivateTemporary workLocal area
- ...goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team... ...out of our Minneapolis office. We are seeking someone... ...will have the flexibility to manage your days in support of... ...Client Services Team connects family owned, closely held...Work at officeSeniorPrivateTemporary workLocal area
$90k - $120k
Carlson Inc. in Minnetonka, MN, is seeking a Senior Associate Wealth Planner to join their Wealth Planning team. This full-time role focuses on... ...and investment portfolio support for ultra-high-net-worth families. Ideal candidates will have over four years of relevant experience...Work at officeSeniorFull time$150k - $230k
...Job Summary As a Transaction Senior Manager , you will lead tax advisory services for mergers, acquisitions, divestitures, reorganizations, and other... ...tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite. Compensation Hybrid work model. Salary Range: $150...Work at officeSenior$120k - $160k
...page! Hybrid Role - Focused on Individual Taxes and working for an innovative, cutting... ...those expenses. Flexible Work Models. In-office, work-from-home, or hybrid, depending on... ...candidate will be responsible for reviewing, managing, and signing individual tax returns,...Work at officeSeniorLocal areaRemote workWork from homeFlexible hours$145k - $217k
...professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic... ..., education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell...SeniorTemporary workLocal areaFlexible hours$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US ABOUT US Carlson is a family-owned financial and investment company and... ...provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its...Work at officeSeniorFull timeWork from homeFlexible hours3 days per week$150k - $230k
Job Summary As a Transaction Senior Manager , you will lead tax advisory services for mergers, acquisitions, divestitures, reorganizations, and other... ...tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite. Compensation Hybrid work model. Salary Range: $1...Work at officeSenior$120k
...title. You are stepping into a private equity environment where the... ...meaningful first step. This firm manages a multi‑strategy private... .... They opened their Minnesota office in late 2024 and are now building... ...works in close partnership with senior Finance leadership in New York...Work at officeSeniorPrivateLocal area$210k - $270k
...OVERVIEW Cercano Management LLC (Cercano) is... ..., such as a family foundation. Cercano... ...Bellevue, WA, with offices in Minneapolis, MN... ...venture capital, private equity, private credit... ...The Director of Tax provides firmwide... ...governance; serves as the senior tax advisor on...Work at officePrivateLocal areaFlexible hours- ...At Arctic Wolf, the Senior People Business Partner plays a pivotal... ...relations, performance management, leadership coaching and development... ...: Proficiency in Microsoft Office applications. Benefits Equity... ...development programs. Comprehensive private benefits plan including...Work at officeSeniorPrivateLocal areaFlexible hours
$90k - $110k
...Work With You will join the Private Alternatives Marketing team supporting... ...marketing automation, file management, video production and hosting... .... Advanced Microsoft Office skills, with a strong focus on... ...retail investors and private‑wealth clients in major markets around...Work at officeSeniorPrivateTemporary work$73.5k - $83.9k
...Admin Support Assistant III Responsibilities Manage daily calendars, demonstrating... ...Coordinate all catering, audiovisual, rooming and private dining contracts, and run‑of‑show items... ...least 2 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)...Work at officeSeniorPrivateLocal area$43k - $47k
...Family Accounts Representative At Yellow Brick Road, we're on... ...This role is responsible for managing family accounts, applying payments... .... Maintain knowledge of private-pay and subsidized childcare... ...Proficiency in Microsoft Office, particularly Excel, and financial...Work at officePrivate$55k - $65k
...Associate role based in Wayzata, MN. Work with Private Wealth Management to support ultra high net worth individuals and families by delivering excellent service to clients... ...nothing gets past you. Proficient in Microsoft Office Suite. EEO Statement UBS is an Equal...Work at officePrivateFull time$75k - $100k
...Associate, Private Wealth Client Services Minnetonka Office - Minnetonka, MN 55402 Overview... ...independent, award-winning multi-family office and private... ...to all aspects of wealth management. This role is ideal... ...documentation, including tax and legal materials Partner...Work at officePrivateFull timeTemporary workLocal area- ...organization in the Midwest is seeking a Senior Structural Engineer to lead... ..., keep, and process your private information, please review... ...Revit, AutoCAD, and Microsoft Office Strong problem-solving and... ...making skills Proven ability to manage multiple projects and meet...Work at officeSeniorPrivateFor contractorsFlexible hours
$95k - $130k
...Minneapolis, MN Work Arrangement: In‑office, or Hybrid Typical Day in the Life A typical day as a Tax Manager in Minneapolis, MN might... ...duties to associate and senior associate level staff. Provides... ...success, and benefits that put your family’s needs first. Hear what our...Work at officeLocal areaVisa sponsorship$50 - $60 per hour
...services. We serve public and private clients throughout the country with office locations in Minnesota... ...is currently seeking a Senior Water Resources Engineer... ...design, and stormwater management systems Serve as a... ...covered under Minnesota Paid Family & Medical Leave (PFML),...Work at officeSeniorHourly payFull timeTemporary workFlexible hours$89.9k - $121.62k
...today—and tomorrow. Job Summary The Senior Investment Operations Analyst is an... .... This highly experienced middle office Investment Operations professional... ...classes such as bank loans, collateral management, corporate actions, and private assets. Analyze and report on...Work at officeSeniorPrivateHourly payFull timeLocal areaFlexible hours3 days per week$140k - $160k
...high‑net‑worth individuals and families—many of whom span multiple... ...generations and have their own Family Offices. These clients count on the... ...strategies around income tax, estate planning, charitable giving... ...for an experienced Tax Manager or Director who’s ready to move...Work at officeRemote work3 days per week- ...nationwide. We partner with over 230 private clubs all over the country to implement... ...into their weekly schedules. As you manage campers, their families, club logistics, your small staff... ...supported by the KE Camps Year-Round Office all the way. Camp Director Qualities...Work at officePrivateSummer workFlexible hours
- Job Title: Private Wealth Advisor Location: Wayzata, MN Reports... ...planning, investment management, and wealth... ...worth individuals and families. This role requires deep... ...retirement planning, tax‑efficient strategies,... ...estate attorneys, trust officers) to ensure integrated...Work at officePrivateLocal area
- ...Waycrosse Waycrosse, Inc. is a single-family office based in Wayzata, MN. Waycrosse provides comprehensive wealth management services including facilitating legal services, tax, insurance, and investments. We... ...culture. General Overview The Senior Family Accountant supports the...Work at officeSenior
- ...Job Description Job Description Senior Electrical Project Manager Twin Cities, MN Area | Hybrid... ...valued Work Environment Primarily office-based with regular jobsite visits... ...with strong historical performance Private ownership opportunities Vehicle allowance...Work at officeSeniorPrivateFor contractorsFor subcontractorRemote workFlexible hoursNight shift
- American Family Insurance Agency Staff is seeking a Senior Product Analyst based in Minnesota. The role involves leading... ...complex analytical tasks and manage projects related to product lifecycle... ...at least 10 days a month from the office, and candidates must live within a...Work at officeSenior
$90k - $160k
...Wealth Management Consultant (WMC) The Wealth Management Consultant (WMC) provides the primary... ...service and support areas within RBC's Private Client Group to ensure a coordinated support... ...include a variety of in-field and home office based specialists that are divided by...Work at officePrivateFull timeImmediate startHome officeFlexible hours
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