Director, Tax Services - High-Net-Worth Client Leader

NorthRock Partners

NorthRock Partners is seeking an experienced, client-focused Director, Tax Services to lead planning, compliance and client service for high-net-worth individuals and related entities, partnering with financial advisors to deliver integrated tax strategies within our Personal Office experience. You’ll oversee complex engagements, mentor a Tax Services team, and ensure accurate, timely, and sound tax guidance while strengthening relationships with clients and cross-functional teams across our #J-18808-Ljbffr

Apply

Vacancy posted 9 hours ago

Similar jobs that could be interesting for youBased on the Director, Tax Services - High-Net-Worth Client Leader in Minneapolis, MN vacancy

Senior Manager - International Tax (Private Client Services)
$150k - $210k
...responsible for:Review of international tax compliance forms such as Forms 3520, 35... ...positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...
Tax
High net worth
Full time
Fixed term contract
Local area
EisnerAmper
Minneapolis, MN
4 days ago
Tax Manager - Private Client Services
$110k - $140k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...
Tax
High net worth
Full time
Temporary work
Private practice
Work at office
Local area
EisnerAmper
Minneapolis, MN
7 days ago
Tax Senior Manager - Private Client Services
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely,...
Tax
High net worth
Full time
Temporary work
Private practice
Work at office
Local area
Remote work
EisnerAmper
Minneapolis, MN
6 days ago
Tax Senior Manager, Private Client Services
Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial structures... ...find meaningful work, leaders invested in your...
Tax
High net worth
Private practice
Work at office
BDO International
Minneapolis, MN
4 days ago
Director of Tax Services - HNW Wealth & Leadership
...NorthRock Partners is seeking a Director, Tax Services to lead tax planning, compliance, and client service for high-net-worth individuals and related entities. You’ll partner with financial advisors to deliver integrated tax strategies within our Personal Office experience...
Tax
High net worth
Work at office
Northrock Financial Services LLC
Minneapolis, MN
4 days ago
Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client Services
$160k - $200k
...reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted... ...developing professionals, and work closely with leaders who are invested in both client service and...
Tax
High net worth
Full time
Local area
EisnerAmper
Minneapolis, MN
5 days ago
Tax Experienced Senior, Private Client Services
Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial structures... ...find meaningful work, leaders invested in your...
Tax
High net worth
Private practice
Work at office
BDO International
Minneapolis, MN
4 days ago
Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth
$105.38k - $215.38k
...Summary Are you a tax professional who... ...trusted relationships with high-net-worth individuals, families,... ...our Individual Tax Services - High Net Worth group... ...when needed.Build strong client relationships through... ...with engagement leaders and other tax professionals...
Tax
High net worth
Work at office
Local area
Deloitte
Minneapolis, MN
4 days ago
Manager/Controller - Outsourced Accounting Services (Nonprofit)
$99.64k - $129.46k
...role. This team helps our clients transform their... ...Nonprofit Industry is highly preferredAn understanding... ...law.About our Outsourced Services Team: The EisnerAmper Outsourcing... ...largest accounting, tax, and business advisory... ..., as well as high net worth individuals, family offices...
Tax
High net worth
Full time
Temporary work
Local area
Remote work
EisnerAmper
Minneapolis, MN
6 days ago
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible
$105k - $180k
...Day in the LifeA typical day as a Wealth Transition Services Tax Manager might include the following:Advising and consulting... ...tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients.Technical research on estate, gift, GST, tax...
Tax
High net worth
Work at office
Local area
Remote work
Visa sponsorship
Eide Bailly
Minneapolis, MN
9 days ago
Government Services Manager Consultant- FEMA
...Manager - FEMA in our Government Services Practice. This role is ideal... ...annual evaluations.Evaluate client needs and engagement scope,... ...one of the largest accounting, tax, and business advisory firms,... ...market companies, as well as high net worth individuals, family offices,...
Tax
High net worth
Full time
Work at office
Local area
EisnerAmper
Minneapolis, MN
7 days ago
Hybrid Tax Principal: Growth Leader & Client Advisor
Frazier & Deeter is seeking a Tax Principal in Minnesota to lead tax engagements, drive... ...work environment. You will partner with clients and firm leadership to minimize tax liabilities... ...evolving tax laws and offering advisory services on international tax, mergers, and...
Tax
Frazier & Deeter
Minneapolis, MN
4 days ago
Director of Client Services
...Description Job Description Director of Client ServicesCox Insurance... ...Director of Client Services to lead and evolve our... ...a strong operator and leader who can build scalable... ...models, develop high-performing teams, and... ...experience serving High-Net-Worth (HNW) or Private...
High net worth
Local area
Cox Insurance Associates Inc
Saint Paul, MN
a month ago
Tax Manager
Job Title: Tax ManagerLocation: Minneapolis, MN HYBRID Job Type... ..., planning, and advisory services across a diverse portfolio. This... ...federal and state filings for high-net-worth individuals, trusts, and... ...junior staff and managing key client relationships.Key ResponsibilitiesCompliance...
Tax
High net worth
CyberCoders
Minneapolis, MN
5 days ago
Private Banking Assistant: Client Portfolio Support
...Associated Bank is seeking a Private Banking Associate to support Private Bankers and Specialists in delivering exceptional service to high net worth clients. You will coordinate loan and deposit documentation, manage portfolio maintenance, and ensure compliance with...
High net worth
Associated Banc-Corp
Minneapolis, MN
4 days ago
VP Sales Private Client Group - Minneapolis, MN
$100k
...global investment firm to put our clients first and better the investment... ...wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you... ...supported by sales support, client services, marketing, research and more....
High net worth
Work at office
Local area
Remote work
CNI Consulting
Minneapolis, MN
8 days ago
Certified Financial Planner
...you will serve as a trusted advisor to high net-worth clients, delivering comprehensive financial planning... ...comprehensive financial management services on an ongoing basis. Prepare... ...Prepare and review personal income tax returns and develop tax planning strategies...
Tax
High net worth
Local area
Relocation
Relocation package
Jobrapido
Minneapolis, MN
4 days ago
Wealth Manager
...financial advice and portfolio management for high-net-worth individuals and families. The Wealth Manager will build and maintain client relationships, develop tailored financial... ...investment strategies, and coordinate with tax, legal, and estate professionals to help...
Tax
High net worth
CyberCoders
Minneapolis, MN
7 days ago
Lead Wealth Architect
$150k - $300k
...Architects is a forward-thinking, high-touch wealth management firm serving high-net-worth families and business owners. We... ..., precision, and white-glove client service. Our firm is closely integrated... ...planning across retirement, estate, tax, and investment disciplines,...
Tax
High net worth
Work at office
Boyum Barenscheer
Saint Paul, MN
5 days ago
International Estate Planning Attorney
...Planning Attorney is to help clients with cross-border estate planning... ...multiple countries. A highly successful attorney in this role... ...beneficiaries, residency, and tax considerations Collaborates... ...Experience working with high-net-worth or ultra-high-net-worth clients...
Tax
High net worth
Work at office
Jobrapido
Minneapolis, MN
2 days ago
Managing Director- Client Portfolio Leader
$250k - $330k
...currently seeking a Consulting Client Industry Portfolio Leader for our North Central... ...are doer-sellers. They are highly aware of the delivery work... ...thrives in professional services, is eager to sell business... ...pay range for a Managing Director is $250,000 - $330,000. In...
Temporary work
Local area
Slalom
Minneapolis, MN
8 days ago
Senior Wealth Tax Advisor
$160k - $220k
...representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with no tax compliance responsibilities,...
Tax
High net worth
Local area
Jobrapido
Minneapolis, MN
2 days ago
Tax Manager or Director Individuals, Trusts & Estates
...national professional services firm where our purpose... ...opportunities every day, for our clients, our people, and our... ..., digital, audit, tax, consulting, and... ...seeking a Tax Manager/Director - Individual & Trust to... .../Director role:Review high net worth individual income tax...
Tax
High net worth
Full time
Work at office
CliftonLarsonAllen
Minneapolis, MN
5 days ago
Sales Tax Consulting Manager
$115k - $165k
...goals. EisnerAmper is seeking a Sales Tax Consulting Manager to join our State... ...environment and at providing clients with exceptional services. What it Means to Work for EisnerAmper... ...middle-market companies, as well as high net worth individuals, family offices, not-for...
Tax
High net worth
Full time
Local area
EisnerAmper
Minneapolis, MN
4 days ago
Tax Senior Manager - Ultra High Net Worth
$126.1k - $253k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families... ...estate and income tax planning and... ...approval from regional tax leader)Minimum of 8 years of...
Tax
High net worth
Full time
Work experience placement
Internship
Local area
RSM International
Minneapolis, MN
7 days ago
Tax Controversy Manager - National Tax Office (JD Required)
$120k - $160k
...to Work for EisnerAmper: As a Tax Controversy Manager, you will... ...tax issues. Contact the IRS Service Center and correspond on various... ...tax solutions to its clients, but it creates new opportunities... ...market companies, as well as high net worth individuals, family offices,...
Tax
High net worth
Full time
Work at office
Local area
EisnerAmper
Minneapolis, MN
6 days ago
Manager, Accounting Advisory Services - Nonprofit Industry Clients
$107k - $160k
...defining opportunity.Wipfli’s client accounting advisory practice is... ...closely with a supportive, high‑performing team that lives the... ...entities provide professional services. Wipfli LLP and Wipfli Advisory... ...Wipfli Advisory LLC provides tax and business consulting services...
Tax
Temporary work
Local area
Remote work
Flexible hours
Wipfli
Minneapolis, MN
7 days ago
Private Bank Market Leader
$210k - $307.2k
...Responsible Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education, or a... ...a sales practitioner and/or sales leader Deep understanding of high net worth clients’ needs and solutions Strong...
High net worth
Work at office
Local area
Flexible hours
Shift work
Day shift
Bank of America
Minneapolis, MN
3 days ago
Senior Tax Manager - State and Local Tax (SALT) - Hybrid
$150k - $250k
...Manager to join our State and Local Tax (SALT) practice. We are seeking someone... ...a growing environment and provides clients with exceptional services. What it Means to Work for... ...middle-market companies, as well as high net worth individuals, family offices, not-for...
Tax
High net worth
Full time
Local area
EisnerAmper
Minneapolis, MN
5 days ago
Tax Partner- M&A and Transactions
...your goals. Our National Tax Office team is seeking a highly skilled and experienced Partner... ...the organization and its clients.Collaborate with legal,... ...for additional services.Lead and mentor a team of... ...companies, as well as high net worth individuals, family offices...
Tax
High net worth
Full time
Work at office
Local area
EisnerAmper
Minneapolis, MN
6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director, Tax Services - High-Net-Worth Client Leader. Be the first to apply!