Senior Private Wealth Tax & Planning Manager
Grant Thornton LLP
Grant Thornton LLP is seeking a Private Wealth Services Tax Manager in Milwaukee, WI. In this role, you will conduct reviews of complex tax returns and provide tax planning strategies for high net-worth clients. You will mentor staff, manage client service teams, and engage in business development activities. The ideal candidate will have strong analytical and communication skills, a Bachelor's degree in Accounting, and significant experience in tax compliance and consulting. The position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr
$124k - $335k
...Competency: Entrepreneurial & Private Business (EPB) - General... ...needs such as audit, tax compliance, and planning to help improve their operational... ...focus on key issues like wealth management, compliance, cash flow... ...and in the future. As a Senior Manager, you'll work as part...SeniorPrivateFull timeH1b$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for providing... ...Job Duties: Performs tax planning, preparation and research for... ...income, estate and gift tax and wealth retention strategies, as... ...experience and/or public accounting, private industry accounting or...SeniorPrivateWork at office$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... ...progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem...SeniorFull timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...- Renewable Energy Tax Senior Manager, you will play a pivotal... ...the development of innovative tax planning solutions and methodologies Coaching...SeniorFull timeH1bLocal area- ...opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff. Employees... ...and benefits, including health insurance and a 401(k) plan, in a collaborative environment that prioritizes...SeniorPrivate
$138k - $150k
...Private Wealth Services Tax Manager As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family...PrivateFull timeWork at office$116.2k - $212.9k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...FSO team! EY’s FSO tax practice provides... ...facets of hedge fund, private equity fund and mutual... ...structuring, tax minimization planning, on-call advice, and... ...to the partner or senior manager – and consult...PrivateWork experience placementSummer holidayLocal areaFlexible hours$160k - $215k
...Bank of Commerce is seeking a Relationship Manager in Milwaukee to focus on retaining and... ...bachelor’s degree and extensive experience in wealth management. The expected salary range is... ...by a range of benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr...SeniorPrivate$91k - $321.5k
...20% At PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy.... ...optimise their tax positions. In private tax at PwC, you will focus on... ...to the owners of PwC. As a Senior Manager you are expected to lead...SeniorPrivateFull timeH1bRemote work$76k - $125.3k
...and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...providing dedicated tax technical services to... ...of hedge fund, private equity fund and mutual... ...structuring, tax minimization planning, on-call advice, and... ...A senior analyst in FSO EDGE WAM...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$79.8k - $168k
...BDO USA Experienced Career Site is looking for a Tax Manager specializing in State and Local Tax. This role involves advising clients on tax implications, managing client relationships, and supervising junior staff. The ideal candidate will have strong analytical skills...SeniorLocal area$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity...Full timeH1bLocal areaOverseas$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...SeniorFull timeH1b$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC,... ...on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b$77k - $214k
...20% A career within PwC Private will provide the opportunity... ...needs such as audit, tax compliance, and planning to help improve their operational... ...focus on key issues like wealth management, compliance, cash flow... ...and in the future. As a Senior Associate, you'll work as...SeniorPrivateFull timeH1b$99k - $266k
...Requirements: Up to 20% A career within PwC Private will provide the opportunity to... ...advisory needs such as audit, tax compliance, and planning to help improve their operational... ...the team focus on key issues like wealth management, compliance, cash flow management,...PrivateFull timeContract workH1b- ...strategic, and client-focused Senior Wealth Management Advisor to join a collaborative... ...future direction of the firm's Private Client segment while serving as... ...standards for advanced wealth planning, integrating investment, estate, tax, philanthropic, business, and risk...SeniorWork at officeFlexible hours
- ...experience is put to its highest use? Senior Wealth Manager - Annex Private Client Do you have experience... ...decisions, delivering advanced planning, and serving as a trusted partner to... ...certifications, and achievements in investment, tax, insurance, estate planning, and...SeniorSummer workCasual work
- ...Holdings, an industry-leading wealth management platform for independent... ...Establish operational goals and work plans, and delegate assignments to... ..., encroachment requests and tax preparation. Respond on time... ...officers. Background within private banking, wealth management, or...SeniorPrivate
$130k - $140k
...long-term growth. We're hiring multiple experienced Senior Tax Managers to lead client engagements, provide strategic tax guidance,... ...state business and individual tax returns Provide tax planning, projections, and strategic guidance to clients Manage...Senior$197.8k - $215k
...Corporate Tax Senior Manager As the Corporate Tax Senior Manager, you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support)...SeniorWork at officeLocal area$105k - $169.45k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...firms? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor...SeniorLocal areaWorldwide- ...Senior Manager – International Tax & Transfer Pricing Our work is guided by our purpose: creating an energy-resilient world for a better future... ...and public CBCR requirements. Assist with modeling and planning for US international tax and transfer pricing impacts of...SeniorLocal area
$150k
...Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/... ...advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency... ...the team focus on key issues like wealth management, compliance, cash flow management,...PrivateFull timeH1b$131.25k
...Tax Manager (Milwaukee, WI/Hybrid) Position Summary Reporting to the... ..., including supervising tax planning and business succession planning... ...staff. Assist principles and senior leaders with generating new... ...Sikich offers the public and private sectors a diverse platform of...PrivateFull timeWork at officeLocal areaRemote workFlexible hours- .... Our client in the Milwaukee area is looking for a Tax Manager . This client is looking for someone with 10+ years of tax experience... ...business and individual tax returns Deliver proactive tax planning strategies and advice to clients throughout the year...Senior
- ...Ernst & Young Oman is seeking a Senior Technical Product Manager to join our Tax Technology and Transformation team. This role requires leadership in developing innovative technology solutions for client-serving tax professionals, applying advanced technologies like AI...SeniorFlexible hours
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The... ...competencies focused on advising corporate and private equity clients on all aspects of... ...various responsibilities, from technical planning and advising to global project...SeniorWork experience placementSummer holidayFlexible hours$107k - $166k
...Our client in the greater Milwaukee area is looking for a Senior Tax Manager . This client is looking for someone with 5+ years of related... ...authority inquiries and audits. Global Tax Strategy & Planning Assist with tax planning initiatives related to mergers...Senior- ...Senior Domestic Income Tax Manager Work Model: You'll work in a hybrid model, onsite at your designated Regal Rexnord location at least three days... ...drive the team's strategic initiatives focused on tax planning, business support, management of tax controversy and M&A...SeniorRemote workWorldwideShift work3 days per week
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