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
- 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...PrivateFull timeWork at office
$95.4k - $180.4k
...there's nowhere like RSM. We are seeking a Tax Manager for our Real Estate group. We serve a... ..., and investors including public and private companies, homebuilders, real estate opportunity... ...of corporate tax services, including planning, research, compliance, and general...PrivateWork experience placementInternshipLocal area$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private... ...have in common is they are high growth private companies. As... ...most technically demanding tax planning and compliance projects around... ...understanding of estate and wealth planning Experience...PrivateHourly paySeasonal workRemote workFlexible hours- As a tax manager, you will work directly with clients and wealth management teams to review and implement... ...professionals, driving a high-degree of skill and... ...charitable giving calculations, private foundation minimum... ...tax and financial planning projects Review tax returns...Private
$105.1k - $192.6k
...to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will the... ...economics, and implement resource plans and budgets. Guide teams, drive improvement... ...information. EY focuses on high‑ethical standards and integrity...SuggestedSummer holidayLocal areaFlexible hours$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...PrivateWork experience placementInternshipWork at officeLocal areaImmediate start- 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...PrivateWork at office
$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 officeImmediate startWork from home$147.4k - $336.8k
...Country The opportunity Our tax function is constantly evolving... ...for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning projects, responsibilities and... ...leading teams and working in a highly collaborative culture, where listening...Summer holidayFlexible hours- Relationship Manager - Advice & Wealth Management Our Client is expanding... ...with ultra-high-net-worth clients . This... ...expertise across advanced planning, investment solutions... ...a consistent, high-touch experience. Build... ...of wallet expansion, private equity, trusts, margin...PrivateWork at officeRemote workMonday to Friday
$147.4k - $336.8k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...FSO team! Handling tax in such a large, sophisticated... ...your time on a variety of tax planning projects, responsibilities... ...leading teams and working in a highly collaborative culture,...Summer holidayFlexible hours- 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...PrivateWork at officeLocal area
- Asset Protection Manager Work where you matter at Dollar General, our mission is Serving... ..., Store Support Center or with our Private Fleet Team, we are proud to provide a... .... Implement and manage the company's High Shrink Action Plan program within designated stores. Audits...PrivateWork experience placementSeasonal workWork at officeNight shift
- ...Director of Tax About the Company Well-established private equity firm Industry Venture... ...on S Corp, Partnerships, High Net Worth Individuals, and... ...for overseeing and managing all tax-related matters... ...entities. This includes tax planning, compliance, and strategy...PrivateWork at office
- ...highest quality provider of wealth management services to those... ...Bahnsen Group is a private wealth management firm... ...years running and added a Tax Services department,... ...deliver a low-volume, high-touch client experience. Team... ...support proactive tax planning for high-net-worth...PrivateFull timeWork at office
- Tax Manager - Real Estate Our tax practice is growing! We are seeking a proactive and self-motivated Tax Manager to join our Real Estate... ...Tax Manager will be responsible for providing comprehensive tax planning and compliance services. This role requires a deep...
- 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 practiceWork at office
$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...PrivateTemporary workWork experience placementLocal area$65k - $80.2k
Job Description The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth... ...environment with a high‑performing team. Work/life balance... ...products and services. Knowledge of private banking products and services,...PrivateTemporary workWork experience placementLocal areaFlexible hours- ...Senior Tax Manager Growing CPA firm in Scottsdale, Arizona is looking to add a Senior Tax Manager focusing on Estate... ...staff. Job Responsibilities: Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques...Immediate start
- A leading public accounting firm in Phoenix, Arizona is seeking a proactive Tax Manager for their Real Estate team. The successful candidate will manage tax planning and compliance, supervise professional staff, and ensure accurate preparation of tax returns. Required qualifications...
- Colorado Railroad Museum is seeking a Tax Senior Associate based in Phoenix, AZ, to manage high net worth tax clients and ensure smooth transitions of wealth. Responsibilities include preparing complex tax returns and ensuring all tax-related information is accurate to...
- 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
- Payroll Tax Manager The Payroll Tax Manager will develop and implement the organization’s tax... ..., or extensions. Prepares tax planning reports and estimates the organization’s... ...ability to read, understand, and analyze highly complex regulatory payroll tax information...Temporary workLocal areaImmediate startWork from homeRelocation packageFlexible hours
$99k - $266k
...Sector Not Applicable Specialism Domestic Tax Compliance Management Level Manager Job Description &... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... .... The Opportunity As part of the Wealth Management Tax Services team you are going...Full timeH1b- 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
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ Arizona... ...comprehensive wealth management plans for ultra high net worth individuals and families,... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning...PrivateFull timeWork at office
- ...include leading the Client Management Process and partnering... ...to the full array of Private Bank and the bank's... ..., and overall wealth strategy, being responsive... ...Private Bank platform High touch, client‑focused individual... ...Prospecting Wealth Planning Analytical Thinking...PrivateWork at officeShift workDay shift
$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to support private client services from anywhere in the United States. This role involves reviewing individual tax returns, planning for high-net-worth clients, and ensuring compliance with tax laws. Qualified...Remote jobHourly paySeasonal work$105.1k - $192.6k
...better working world. Handling tax in such a large, sophisticated... .... As a State Income Tax Manager, we'll look to you to apply your... ...a variety of tax consulting, planning, and compliance services to a... ...of related work experience. High level of proficiency in state...Work experience placementSummer holidayFlexible hours
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