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 LifeAs a Tax Manager in our high-net-worth tax practice... ...with the transition of wealth from one generation... ...create wealth transition plans based on cash flow... ...through entities and private foundations.You enjoy... ...StepsWe'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
$95.4k - $180.4k
...there’s nowhere like RSM.We are seeking a Tax Manager for our Real Estate group. We serve a... ...developers, and investors including public and private companies, homebuilders, real estate... ...of corporate tax services, including planning, research, compliance, and general mergers...PrivateFull timeWork experience placementInternshipLocal area- ...Tax Manager Location: Phoenix, AZ (Onsite) Job Type... ...nationally recognized private wealth management firm... ...exceptional financial planning, investment management... ...family office services to high-net-worth individuals... ...committed to providing a high-touch client experience...PrivateFull timeWork at office
$105k - $180k
...the LifeA typical day as a Wealth Transition Services Tax Manager might include the... ...consulting on the estate planning process to create plans based... ...consulting services to the firm’s high net worth and ultra-high... ...program.Next StepsWe'll be in touch! If you look like the...SuggestedWork at officeLocal areaRemote workVisa sponsorship- 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....Flexible hours
- ...What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family... ...timelines and budget guidelinesOversee planning and scheduling of client...PrivateFull timeWork at officeRemote work
- ...What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family... ...staff, seniors and managersOversee planning and scheduling of engagementsCreate...PrivateFull timeWork at officeRemote work
$82.4k - $155.7k
...nowhere like RSM.We are seeking a Tax Supervisor for our Real Estate... ...including public and private companies, real estate opportunity... ...client and the service team while managing the risk for both the client... ...clients handling questions, planning, concerns, etc.Develop, motivate...PrivateFull timeWork experience placementInternshipWork at officeLocal area$126.1k - $253k
...there’s nowhere like RSM.Our Private Equity Portfolio Company... ...opportunity to join the Partnership Tax team, a high-performing, high-growth team... ...role as Tax Senior Manager with RSM, you will be responsible... ...tax services, including planning, research, compliance, allocations...PrivateFull timeWork experience placementInternshipPrivate practiceLocal area- Bancroft Staffing Partners in Phoenix, AZ, seeks an experienced Tax Manager/Senior Manager to lead the High Net Worth & Private Client Services practice. This hybrid role focuses on sophisticated wealth planning for affluent individuals, families, and closely held...Private practice
- Job Summary:The Senior Tax Manager is responsible for... ...Job 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
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...guidance to clients on tax planning, compliance, and... ...their tax positions.In private tax at PwC, you will focus... ...compliance services to high-net-worth individuals and... ...of PwC. As a Senior Manager you are expected to lead...PrivateFull timeH1bRemote work$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... ...tax CPA strongly preferred Self-motivated High ethical standards and integrity Client-...Work at officeWork from home$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Tax - Real Estate Senior Manager, you will play a pivotal... ...judgment, and developing high-performing, diverse, and inclusive... ...strategic tax planning initiatives to address client...Full timeH1bLocal area- ...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
$99k - $266k
...SummaryA career within PwC Private will provide the... ...advisory needs such as audit, tax compliance, and planning to help improve their operational... ..., entrepreneurs, and high net worth individuals. You... ...focus on key issues like wealth management, compliance, cash flow management...PrivateFull timeContract workH1b$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...PwC, our people in tax services focus on... ...guidance to clients on tax planning, compliance, and... ...to develop and sustain high performing, diverse, and... ...outcomes. As a Senior Manager you are expected to lead...PrivateFull timeH1b$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$145k - $200k
...Description Job Description Tax Manager / Senior Manager – High Net Worth & Private Client Services (PCS) Phoenix,... ...build, preserve, and transition wealth with confidence. Our Private Client... ...practice combines sophisticated tax planning with personalized advisory...PrivateFor contractorsPrivate practiceWork at officeImmediate startVisa sponsorship$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$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These individuals... ...member’s unique strengths, and managing performance to deliver on client...Full timeH1b$116.2k - $212.9k
...in Country The opportunity Our tax function is constantly... ...average day for a Real Estate Tax Manager - so you're likely to spend your... ...happen, you'll be working in a highly collaborative culture, where listening... ...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
- ...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
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...Services Tax - Real Estate Manager, you will play a pivotal role within... ...client accounts, focusing on strategic planning and mentoring junior staff. You are...Full timeH1bLocal area$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...'s unique strengths, and managing performance to deliver on... ...to meet the unique needs of private companies and their owners, thriving...PrivateContract workH1b- ...Job Description Job Description Tax Manager – Real EstateOur tax practice is growing!We are seeking a proactive and self-motivated... ...Tax Manager will be responsible for providing comprehensive tax planning and compliance services. This role requires a deep understanding...
- ...Description As a Digital Asset Manager you will act as the Bank’s... ...training, documentation, and support planning to ensure a seamless launch... ...in managing complex, high-risk initiatives. The Product... ...collect, keep, and process your private information, please review Insight...Private
- 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
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