Private Wealth Tax Manager & Senior Advisor
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to high-net-worth individuals and private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for professional development through firm programs. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
$133.1k - $295.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...aspects of multinational global private equity real estate investments... ...process and other risk management activities; lead teams of tax... ...Additional Responsibilities for Senior Manager: Manage risk and financial...SeniorPrivateFull timeLocal area$160k - $253.9k
...Boundless Horizons of Tax, Valuation, and Business... ...colleagues and trusted advisors. We equip you with world... ...success!The RoleSenior Managers in our Alternative... ...of clients, including private equity, venture capital... ...funds and family offices. Senior Managers can expect to:...SeniorPrivateFull timeWork experience placementH1bLocal areaWork visa- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver...SeniorPrivateFull timeWork experience placementWork at office
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$142.7k - $214.03k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ...like being your client’s personal advisor and collaborating with their other...SeniorPrivatePrivate practiceLocal areaWorldwide- Whittier Trust, headquartered on the West Coast, seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash and alternatives within guidelines. This role involves presenting to clients, prospects and referrals, and...SeniorPrivate
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Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax obligations while managing the impact tax has on... ...now and in the future.As a Senior Manager, you'll work as part... ...- Serve as a strategic advisor, leveraging specialized...SeniorFull timeH1bLocal areaOverseas- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting... ..., estate and gift tax and wealth retention strategies, as... ...toolsActs as a Career Advisor to associates and senior associatesSchedules... ...and/or public accounting, private industry accounting or...SeniorPrivateWork at office
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...on key issues like wealth management, compliance, cash flow... ...and in the future.As a Senior Manager, you'll work as... ...lead the way as tax advisors dedicated to innovation...SeniorPrivateFull timeH1b$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Consider joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San... ...great opportunity to be a valued business advisor delivering industry-focused tax advisory...SeniorFull timeLocal areaWorldwide$126.1k - $253k
...within RSM’s Corporate Tax services will provide you... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their... ...operations. As a Tax Senior Manager for RSM you will... ...): · Serve as a Career Advisor, mentor or coach to one...SeniorFull timeWork experience placementInternshipLocal area- ...our Alternative Investments practice, the Tax Manager will assist in providing tax compliance... ...services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients... ...processEffectively teams with Principal, Tax Seniors, and Associates on completion of project...PrivateWork at office
$100.35k - $205k
...strategic and creative federal tax professional who likes... ...Tax practice as a Tax Manager. What You’ll Do... ...Investment Trusts, Real Estate Private Equity Funds, and real... ...:Chartered Financial Advisor (CFA)Certified... ...entry-level employees to senior leaders, we believe there...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week$189.29k - $331.2k
...service.Northern Trust’s Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO relationships with... ...includes nonprofit organizations, public and private philanthropic entities, healthcare systems, community...SeniorPrivateFull timeFlexible hours$105.4k - $207.8k
...ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible... ...separation engagements for corporate and private equity clientsAnalyzing financial,... ...with cross-functional teams to manage deliverables, track milestones, and support...SeniorPrivateLocal areaVisa sponsorship$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive... ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ...Sachs and beyond, which may include tax and estate planning, philanthropic...PrivateFull timeTemporary workPart time$240k - $280k
...Senior Tax Manager Senior Tax Manager - High Net Worth, CPA, Senior Tax... ...will act as a true peer and advisor to some of the world's most... ...sophisticated tax planning, wealth transfer, and estate structuring... ...returns, trusts, and private foundations. Mentor a small...SeniorPrivateFull timeCasual workWork at office- RSM US LLP is seeking an experienced tax professional for a senior role in San Francisco focused on asset management clients, including private equity funds and hedge funds. You will lead complex engagements, manage client relationships, and drive growth across the tax...SeniorPrivate
$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast... ...Net Worth client base in the United States.Manage accounts of high net worth investors and...SeniorPrivateFull time$190k - $220k
...About the job Senior Tax Manager A sophisticated tax, accounting, and advisory practice is adding a Senior Tax Manager after another... ...The practice specializes in family offices and real estate private equity sponsors , with significant exposure to complex...SeniorPrivateWork at officeLocal areaRemote workFlexible hours$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...their tax positions.In private tax at PwC, you will focus on... ...businesses.Growing as a strategic advisor, you leverage your influence,... ...to the owners of PwC. As a Senior Manager you are expected to lead...SeniorPrivateFull timeH1bRemote work$124k - $335k
...seasonal employee, you'll join our Tax Compliance team to deliver... ...their financial planning and wealth transfer goals. In this role,... ...high-net-worth individuals and privately-owned businesses Leading strategic... ...positions and strategies Managing and coaching teams to solve...SeniorPrivateFixed term contractSummer workSeasonal workH1bRemote work$150k - $200k
...partnering with not-for-profits, private developers, and state and... ...projects through the issuance of tax-exempt and taxable bonds. We... ...Director to join the public finance Senior Living team. This role can be... .... This individual will manage day-to-day client relationships...SeniorPrivateFull timeLocal area$128k - $252.5k
...transactions with corporate and private equity clients, this role... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...model considerationsSupport Managers and engagement teams in... ...and compliance, treasury, and tax coordination3+ years of experience...SeniorPrivateLocal area- PwC Private is seeking a Senior Manager to lead large projects and innovate processes for operational excellence. You will interact with clients at a senior level and leverage your network to deliver quality results. The role focuses on applying strategic advising and providing...SeniorPrivate
$119k
...the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth &... ...Marketing, Growth, Product, and Data to manage marketing budget, evaluate growth initiatives... ...in Strategic Finance, investment banking, private equity, consulting, venture capital or a...SeniorPrivateFull timeWork at officeLocal areaRemote work$139.2k - $293.5k
...Senior Manager, Tax Accounting ServicesYour journey at Crowe starts here:At Crowe, you can build... ...engagements as well as serve as a business advisor to the clientResearch and consult on... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateWork at officeLocal areaRemote workWorldwide- Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have...SeniorPrivate
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