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

Private Wealth Tax Manager — High-Touch Planning

The Bahnsen Group

The Bahnsen Group is seeking a Tax Manager to join its Tax Services Department. This full-time, in-office role, located in Phoenix, AZ, or Newport Beach, CA, offers a chance to shape the tax strategy for over 400 clients. Responsibilities include tax planning, compliance oversight, and close collaboration with Wealth Advisors. Candidates must have at least 5 years of relevant experience, hold a CPA or equivalent, and possess strong analytical skills. A comprehensive benefits package and a discretionary bonus are included. #J-18808-Ljbffr The Bahnsen Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Tax Manager — High-Touch Planning in Phoenix, AZ vacancy
  •  ...Day in the Life As a Tax Manager in our high-net-worth tax practice...  ...the transition of wealth from one generation to...  ...create wealth transition plans based on cash flow...  ...through entities and private foundations. You enjoy...  ...Steps We'll be in touch! If you look like the... 
    Private
    Work at office
    Local area
    Visa sponsorship

    Colorado Railroad Museum

    Phoenix, AZ
    1 day ago
  • OPPORTUNITY The Tax Manager will join a growing Tax Services Department...  ...to deliver a low volume, high touch client experience....  ...expected to provide proactive planning, thoughtful advisory services...  ...Manager will work closely with Private Wealth Advisors in a highly... 
    Private
    Full time
    Work at office

    The Bahnsen Group

    Phoenix, AZ
    2 days ago
  • $130k - $150k

    Australia-Employment in Scottsdale is seeking a Senior Tax Manager to lead tax planning for high-net-worth clients. The role requires 5+ years of experience...  ...K-1 forms, and provides opportunities for strategic wealth management. You will oversee complex tax returns,... 
    Suggested
    Permanent employment

    Australia-Employment

    Scottsdale, AZ
    4 days ago
  • $95.4k - $180.4k

     ...investors including public and private companies, homebuilders, real...  ...with a focus on implementing tax strategies that align with the...  ...businessobjectives. As a Tax Manager for RSM you willbe responsible...  ...tax services, including planning, research, compliance, and general... 
    Private
    Work experience placement
    Internship
    Local area

    RSM US LLP

    Phoenix, AZ
    1 day ago
  • EY is looking for a Real Estate Tax Senior Manager in Phoenix, Arizona. You will lead tax planning projects and apply your extensive knowledge across various tax areas. Your role includes collaborating with teams and providing trusted advice to our diverse client base.... 
    Suggested
    Flexible hours

    EY

    Phoenix, AZ
    9 hours ago
  • $105.1k - $192.6k

     ...to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or...  ...economics, and implement resource plans and budgets. Guide teams, drive improvement...  ...information. EY focuses on high-ethical standards and integrity among... 
    Summer holiday
    Local area
    Flexible hours

    EY

    Phoenix, AZ
    3 days ago
  •  ...Relationship Manager – Advice & Wealth Management Hybrid | Financial...  ...with ultra-high-net-worth clients ....  ...expertise across advanced planning, investment solutions...  ...delivering a consistent, high-touch experience. Build...  ...of wallet expansion, private equity, trusts,... 
    Private
    Work at office
    Remote work
    Monday to Friday

    Kyler Professional Search

    Scottsdale, AZ
    2 days ago
  •  ...Join The Phoenix Tax Team! Come for the challenge. Stay...  ...Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family...  ...income tax issues and tax planning Develop and maintain... 
    Private
    Work experience placement
    Work at office
    Remote work

    HCVT

    Phoenix, AZ
    8 days ago
  • $73.5k - $212.28k

     ...At PwC, our people in tax services focus on providing...  ...to clients on tax planning, compliance, and strategy...  ...their tax positions. In private tax at PwC, you will...  ...compliance services to high-net-worth individuals...  ...unique strengths, and managing performance to deliver... 
    Private
    Full time
    H1b
    Work at office
    Remote work

    PwC

    Phoenix, AZ
    4 days ago
  • The Senior Tax Manager is responsible for providing tax...  ...Duties: Performs tax planning, preparation and research...  ...and gift tax and wealth retention strategies,...  ...together to serve our high net worth clients with...  ...or public accounting, private industry accounting or... 
    Private
    Work at office

    BDO USA

    Phoenix, AZ
    3 days ago
  • $141.9k - $284.9k

    Tax Senior Manager - Accounting Methods and Periods - Washington National Tax page...  ...instruments, international tax planning and accounting methods, inventory, private equity, real estate / contracting...  ...work product* Ability to work in high pressure environments and maintain... 
    Private
    Work experience placement
    Internship
    Work at office
    Local area
    Immediate start

    Rsm Us Llp.

    Phoenix, AZ
    3 days ago
  • $103.1k - $188.9k

     ...and Capital Markets, Wealth and Asset Management, Insurance, Real Estate...  ...providing dedicated tax technical services to...  ...EY's FSO EDGE Private practice provides comprehensive...  ...unique needs of the high-net worth tax...  ...technically demanding tax planning and compliance projects... 
    Private
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Phoenix, AZ
    1 day ago
  • $147.4k - $336.8k

     ...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide...  .... You will be expected to lead tax planning projects for a diverse client base, providing...  ...with colleagues, and engaging in a highly collaborative culture where listening to... 
    Seasonal work
    Flexible hours

    EY

    Phoenix, AZ
    18 hours ago
  • $100k - $150k

     ...looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2...  ...quality tax preparation, research, planning, and consulting services for a variety of...  ...preferred CPA strongly preferred Self-motivated High ethical standards and integrity Client-... 
    Work at office
    Immediate start
    Work from home

    Southwest Accounting Resources, Inc

    Phoenix, AZ
    4 days ago
  • $116.2k - $212.9k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...dynamic FSO team! Handling tax in such a large,...  ...happen, you'll be working in a highly collaborative culture, where...  ...Developing clear, intelligent plans and approaches to improve our... 
    Summer holiday
    Flexible hours

    EY

    Phoenix, AZ
    4 days ago
  • Overview The Digital Assets Tax Manager assists in providing tax compliance...  ...-up on open items). Deliver high-quality federal, state, and...  ...projects related to tax planning opportunities and the tax implications...  ...and/or public accounting, private industry accounting, or... 
    Private
    Work at office
    Local area

    BDO USA

    Phoenix, AZ
    1 day ago
  • $105.1k - $192.6k

     ...a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the future or...  ...identify risks and sustainable planning opportunities for our clients....  ...can expect to be working in a highly collaborative culture, where listening... 
    Full time
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Phoenix, AZ
    1 day ago
  •  ...in Scottsdale, AZ is hiring a Private Wealth Advisor to cultivate and maintain relationships with high net worth clients, offering...  ...collaborating with financial planning teams. Ideal candidates will...  ...relevant experience in wealth management. Skills in investment strategy... 
    Private

    Itlearn360

    Scottsdale, AZ
    3 days ago
  • $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 time
    H1b

    PwC

    Phoenix, AZ
    18 hours ago
  •  ...Director of Tax About the Company Well-established private equity firm Industry Venture Capital...  ...on S Corp, Partnerships, High Net Worth Individuals, and...  ...responsible for overseeing and managing all tax-related matters...  .... This includes tax planning, compliance, and strategy... 
    Private
    Work at office

    Confidential

    Phoenix, AZ
    2 days ago
  • $99k - $266k

     ...Competency: Entrepreneurial & Private Business (EPB) - General Industry...  ...20% At PwC, our people in tax services focus on providing...  ...and guidance to clients on tax planning, compliance, and strategy. These...  ...'s unique strengths, and managing performance to deliver on client... 
    Private
    Full time
    Contract work
    H1b

    PwC

    Phoenix, AZ
    18 hours ago
  •  ...Tax Director Private Equity-Backed Professional Services Platform Multiple...  ...for overseeing strategic tax planning, compliance, and tax structuring across a highly complex multi-entity environment...  ...multi-tier entity structure Manage allocation methodologies, 704(... 
    Private
    Local area
    Remote work
    Flexible hours

    Primary Recruiting Services

    Phoenix, AZ
    1 day ago
  •  ...Tax Manager – Real Estate Our tax practice is growing! We are seeking a proactive and self-motivated Tax Manager to join our Real...  ...Tax Manager will be responsible for providing comprehensive tax planning and compliance services. This role requires a deep understanding... 

    BeachFleischman

    Phoenix, AZ
    1 day ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career...  ...their skills and performance Oversee successful planning, budgeting, and execution of projects Foster a... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Phoenix, AZ
    18 hours ago
  • JOB DESCRIPTION Private Client Services at BDO...  ...firm. Offering a high touch approach, we have extensive...  ...with complicated tax and financial...  ...and life insurance planning. Job Summary A Tax Experienced Manager, Private Client Services...  ...to grow their wealth over time as their... 
    Private practice
    Work at office

    BDO USA

    Phoenix, AZ
    2 days ago
  • $65k - $80.2k

     ...Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products...  ...Extensive knowledge of private banking products and services,...  ...Posting may be closed earlier due to high volume of applicants. #J-18808... 
    Private
    Temporary work
    Work experience placement
    Local area

    Us Bank

    Sun City, AZ
    2 days ago
  • $65k - $80.2k

     ...our clients and employees. At Wealth Management from U.S. Bank, we are...  ...the investment, investment planning, and insurance products lead...  ...collaborative environment with a high‑performing team Work/life balance...  ...and services Knowledge of private banking products and... 
    Private
    Temporary work
    Work experience placement
    Bank staff
    Local area
    Flexible hours

    U.S. Bank

    Phoenix, AZ
    1 day ago
  • BeachFleischman is seeking a proactive and self-motivated Tax Manager for their Real Estate team in Phoenix, Arizona. This role involves comprehensive tax planning and compliance services, requiring deep knowledge of tax laws and regulatory requirements. The ideal candidate... 

    BeachFleischman

    Phoenix, AZ
    9 hours ago
  • Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. You will provide advisory services across real estate, hospitality, and construction sectors, ensuring excellent service delivery. The ideal candidate will possess... 

    Ernst & Young Oman

    Phoenix, AZ
    4 days ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select...  ...beyond, which may include tax and estate planning, philanthropic... 
    Private

    Goldman Sachs

    Scottsdale, AZ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Tax Manager — High-Touch Planning. Be the first to apply!