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
- ...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...PrivateWork at officeLocal areaVisa sponsorship
- 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
$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,...SuggestedPermanent employment$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...PrivateWork experience placementInternshipLocal area- 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....SuggestedFlexible hours
$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 holidayLocal areaFlexible hours- ...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,...PrivateWork at officeRemote workMonday to Friday
- ...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...PrivateWork experience placementWork at officeRemote work
$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...PrivateFull timeH1bWork at officeRemote work- 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
$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$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...PrivatePrivate practiceSummer holidayLocal areaFlexible hours$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 workFlexible hours$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$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 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
$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 timeWork experience placementSummer holidayFlexible hours- ...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
$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- ...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...PrivateWork at office
$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...PrivateFull timeContract workH1b- ...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(...PrivateLocal areaRemote workFlexible hours
- ...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...
$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 timeH1bLocal areaOverseas- 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
...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...PrivateTemporary workWork experience placementBank staffLocal areaFlexible hours- 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...
- 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...
- 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
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