Senior Tax Manager - Private Client & Wealth Planning
Forvis Mazars, LLP
Forvis Mazars, LLP seeks a seasoned tax advisor in Louisville, Kentucky. Responsibilities include providing tax compliance and consulting services to individuals and entities, managing client relationships, and coaching tax staff. Candidates must have 7+ years of experience in public accounting or law, a Bachelor's degree in a related field, and a CPA or J.D. Preference for candidates with a Master’s degree in Taxation. Offers a flexible working environment and a robust rewards program. #J-18808-Ljbffr Forvis Mazars, LLP
- ...Requirements Forvis Mazars' Private Client tax advisors provide... ..., consulting, and planning services to individuals... ...financial planners, Wealth Strategists, and Innovation... ..., building, and managing client relationships... ...by tax associates and seniors Effectively...SeniorPrivate clientFlexible hours
- Fifth Third Bank, National Association seeks a Senior Wealth Strategist to serve high-net-worth clients with complex financial needs. You will partner with Wealth Management Advisors and the Private Bank to lead discovery, develop integrated wealth strategies, and support...Senior
- Fifth Third is seeking a Wealth Management Advisor in Louisville, KY, to serve as a trusted advisor for Private Bank clients. The role requires developing client opportunities and... ...specialists to provide comprehensive wealth planning services. The ideal candidate should...Private client
- ...J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...Private client
$121.9k - $262.1k
...About The Role The Senior Wealth Strategist serves... ...ultra-high-net-worth clients and prospects (... ...closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead... ...through advanced planning expertise. Your Responsibilities... ...estate, income tax, gift and estate...SeniorBank staffShift work- ## Wealth Management AdvisorApplylocations: Louisville, KY: Lexington, KYtime type: Full timeposted... ...to simplify complexity for Private Bank clients by challenging and collaborating with... ...credentialed specialists to provide wealth planning, investments, private banking, risk...Private clientWork experience placementPrivate practiceWork at office
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...Private client
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....Private client
$130k - $145k
Jobot is searching for a highly motivated Tax Manager to join their Accounting team in Louisville, Kentucky. The successful candidate will manage tax compliance and planning for corporations, high net worth individuals, and real estate entities, with a focus on federal...Senior- A leading accounting firm in Louisville, Kentucky, is seeking a Senior Tax Manager to join their dynamic team. This role involves client management, tax consulting, and team leadership. The ideal candidate will have at least 8 years of public accounting experience, including...SeniorFlexible hours
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....Private client
- ...financial services firm in Louisville is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional investment solutions. This role... ...focusing on client acquisition and relationship management. The selected candidate will support a diverse...Private client
- Jobtailor in Louisville, KY is seeking a Private Banker who serves as a trusted advisor and... ...to simplify complexity for Private Bank clients. You will develop and prospect influential... ...standards, and drive personal business plans to meet revenue objectives #J-18808-Ljbffr...Private client
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life...Private clientSeasonal workWork at officeWork from homeShift workDay shift
$48k - $100k
...portable practice with a minimum production of $1MM. Responsibilities include delivering comprehensive financial planning and wealth strategies, maintaining client relationships, and fostering new client development. The role offers a competitive salary range of $48,000 to...Senior- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to clients. In this role, you will build strong client relationships and provide personalized investment solutions. Qualified candidates...Private client
- EY is seeking a Real Estate Tax Senior Manager, located preferably in Louisville, Kentucky. The role involves leading various tax planning projects and managing a team of professionals while providing strategic advice to clients in the real estate sector. Successful candidates...Senior
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the... ...expert for high‑net‑worth clients with complex needs. You will partner with WMAs and Private Bank teams to lead... ...role focuses on advanced planning across estate, tax, investment, and cash flow...
- ...has an opening for a Private Wealth Advisor (PWA) . This... ...'s Private Wealth Management team, helping clients identify and achieve... ...on wealth and estate planning, investments,... ...management, estate planning, tax optimization, and... ...title such as a PWA, Senior Wealth Manager,...Private clientTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax advice that...SeniorSeasonal workFlexible hours- ...substantially more than tax compliance. Our... ...work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction... ...• Multi-generational wealth transfer strategies •... ...services • Business management and consulting • Accounting...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
$95.5k - $195.4k
...across our audit, tax, and consulting groups... ...and estate planning vehicles. Our multidisciplinary... ...are seeking a Tax Manager with deep... ...role in advising clients, managing sophisticated... ..., and transfer wealth efficiently while... ...to public and private entities while also...Work at officeLocal areaRemote workWorldwide$66k
...banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed... ...with appropriate personnel and clients; and maintaining suitable documentation of...SeniorLocal area- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management. Demonstrate... ...Demonstrated ability and commitment to goals‑based planning and advice. A valid and active Series 7...Private client
- ...New Albany, Indiana is looking for a motivated Private Wealth Advisor to join our team. This role involves engaging clients to understand their financial objectives and... ...investment opportunities and wealth management strategies. Successful candidates will have a...Private client
- ...Financial Group is looking for a Private Wealth Advisor in New Albany,... ...Indiana. You'll work closely with clients to provide tailored... ...leveraging your expertise in wealth management. The ideal candidate has a... ..., a 401(k) retirement plan, and ongoing career growth opportunities...Private client
$73.5k - $212.28k
...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions. In private tax at PwC, you will focus on... ...member's unique strengths, and managing performance to deliver on...Full timeH1bWork at officeRemote work- Choreo is a wealth management firm built on an interconnected network of financial... ...approach to financial planning to translate wealth into... ...country, we are here to serve our clients beyond what is expected.... ...Leverage planning, investment, tax, and estate capabilities to...Local area
- LeoForce in Louisville, KY, is looking for a Tax Supervisor to oversee the company's tax planning and ensure compliance with tax laws. The ideal candidate should have a strong background in various tax areas, including S Corp and real estate tax, and at least 5 years'...Senior
$130k - $145k
...seeking a highly motivated, detail-oriented Tax Manager to join our dynamic Accounting team.... ...diverse tax matters for a wide range of clients. The successful candidate will be responsible... ...and coordinating tax compliance, planning, and strategy for corporations, S corps,...Work at officeLocal area
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