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
$100.35k - $205k
PowerToFly is looking for a Tax Manager specializing in Private Wealth Tax in the United States, Arizona. The role involves managing high-level tax research, leading client meetings, and supervising Tax Consultants and Seniors. The ideal candidate will have over 5 years...Private- ...Typical Day in the Life As a Tax Manager in our high-net-worth tax practice, you... ...them with the transition of wealth from one generation to the next... ...to create wealth transition plans based on cash flow... ...with flow-through entities and private foundations. You enjoy keeping...PrivateWork at officeLocal areaVisa sponsorship
$100.35k - $205k
...solutions to complex tax issues? Do you not only... ...with Deloitte's growing Private Wealth practice! Recruiting... ...You'll Do As a Tax Manager in our Private Wealth... ...practice, you will perform high‑level reviews of tax... ...projects related to tax planning opportunities and the...PrivatePrivate practiceWork at officeVisa sponsorship2 days per week3 days per week$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...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....Flexible hours
- ...What We Do And Who We Serve: We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family... ...on income tax issues and tax planning Develop and maintain strong client...PrivateFull timeWork experience placementWork at officeRemote work
$105.1k - $192.6k
...build a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the future or will... ...identify risks and sustainable planning opportunities for our clients.... ...can expect to be working in a highly collaborative culture, where listening...Work experience placementSummer 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- ...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... ...store. Implement and manage the company's High Shrink Action Plan program within designated stores....PrivateWork experience placementSeasonal workWork at officeNight shift
$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... ...CPA strongly preferred Self-motivated High ethical standards and integrity Client-...Work at officeWork from home$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
- Eide Bailly in Phoenix, Arizona is seeking a Tax Manager for their high-net-worth tax practice. The role involves preparing complex tax returns and advising clients on wealth transition strategies. Ideal candidates will have a Bachelor's in Accounting, CPA certification...
$105k - $180k
Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess...Remote jobWork at office$100k - $350k
Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client... ...of comprehensive financial plans. This is not a traditional “book... ...client relationships through a high-touch service model Qualifications 3...Temporary workFlexible hours- BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...Private
- ...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
...Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These...PrivateContract workH1b- ...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...
- 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
$105.38k - $215.38k
...strategic and creative Unclaimed Property Tax professional who enjoys working on... ...What you’ll do As an Unclaimed Property Tax Manager within the Indirect Tax group, you will provide... ...including state tax compliance, tax planning, tax analysis, and tax research. Previous...Work at officeLocal areaVisa sponsorship2 days per week3 days per week- Forvis Mazars, LLP is looking for a Private Client Tax Manager in Phoenix to provide tax compliance and advisory services. This role focuses on high-net-worth clients and involves managing client relationships. Candidates should have at least 5 years of related experience...
- 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
- Eide Bailly LLP is seeking a tax professional primarily focused on preparing and reviewing complex tax returns for individuals and various... .... Along with tax preparation, the role also emphasizes managing client relationships and supporting business development activities...Work at office
$130k - $170k
...Something Bigger Than a Traditional Tax Role At Trueline, we believe... ...an opportunity to step into a highly visible position where you’ll... ...You’ll Do Lead advanced tax planning and advisory engagements for... ...especially appealing to: Tax Managers or Senior Tax Managers at regional...Remote workFlexible hours- ...About The Role We're seeking an exceptional Tax Manager to join our Tax team. The ideal... ...internal and external stakeholders. Lead tax planning initiatives, research, and analysis to develop... ...internal teams and external partners. High level of ethics, integrity, and...Work at officeLocal areaMonday to Friday
$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...Remote work$120k - $160k
...with experience) Shape Complex Wealth Strategies in a Quality-... ...Environmen t We’re partnering with a highly respected, client-facing... ...services firm in Phoenix to add a Tax Manage r to their growing team. This... ...s, providing strategic tax planning and guidance that directly...Work at office
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!
- wealth management consultant Phoenix, AZ
- wealth management advisor Phoenix, AZ
- wealth manager Phoenix, AZ
- tax manager Phoenix, AZ
- remote tax manager Phoenix, AZ
- state tax manager Phoenix, AZ
- sales & use tax manager Phoenix, AZ
- senior international tax manager Phoenix, AZ
- senior tax director Phoenix, AZ
- property tax manager Phoenix, AZ

