Tax Manager, Integrated Wealth Planning for HNW Clients
Burney Wealth Management
Burney Wealth Management in Brentwood, TN is on the lookout for a talented tax professional who is ready to break from traditional tax roles. This position offers the chance to collaborate closely with wealth advisors, delivering integrated tax and financial planning for high-net-worth clients. Applicants should have at least 2 years of tax experience, particularly with complex fiduciary returns, and a desire to learn and grow in a supportive and dynamic environment. Competitive salary with bonus potential and comprehensive benefits add to the appeal of this fulfilling role. #J-18808-Ljbffr Burney Wealth Management
- At Burney Tax Advisors, we're looking for a tax... ...genuinely curious about clients, and ready to work at... ...tax and comprehensive wealth management, where your advice directly... ...and financial plans. This is not a traditional... ..., collaborating on integrated planning for high-net-...High net worthWork at office
- Job Summary The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...income, estate and gift tax and wealth retention strategies, as well as taxation... ...tax developments Identifies tax planning and consulting opportunities...High net worthWork at office
- ...Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role... ...clients, lead complex tax planning initiatives, and act as a senior partner to Wealth Advisors across the firm.... ...accounting, family office, or integrated wealth management...High net worthFull timeWork at office
- ...Public Tax Manager Who: A CPA-certified tax professional with at least... ...through entities, identifies tax planning opportunities, oversees... ...development, and serves as the primary client contact. When: Full-time... ..., inclusive, high-integrity culture focused on professional...High net worthFull timeWork at officeImmediate start
$140k - $170k
...Complex pass through business tax with world-class clients! This Jobot Job is hosted... ...partner! If you are a Tax Manager looking for career growth while... ...and Partnerships and their HNW owners. This is a remote... ..., consulting, and planning for a portfolio of clients,...High net worthLocal areaRemote workFlexible hours$150k - $250k
...behalf of a successful Wealth Management firm seeking an experienced... ...advisor for UHNW/HNW clients, delivering highly personalized financial planning and advice. Build and oversee... ...and risk profile. Develop integrated strategies across retirement, tax, estate, and multi‑...High net worthFull timeRemote workFlexible hours$130k - $160k
...Description Trust & Estate Tax Manager | 100% Remote $130-16... ...areas of personal HNW/UHNW tax and are looking... ...keep reading. Our client, a well-established CPA... ..., advisory and tax planning firm is looking for a Trust... ...instruments to support wealth transfer goals and...High net worthImmediate startRemote workRelocation- Jobot is seeking a strategic tax professional based in Nashville, TN, to provide proactive... ...advisory services to high-net-worth clients. With a focus on relationship building... ...expertise and the ability to develop integrated planning solutions. Successful candidates will...High net worth
$95.5k - $195.4k
...Tax Manager Opportunity at Crowe At Crowe, you can build... ...investment and estate planning vehicles. Our... ...key role in advising clients, managing sophisticated... ...manage, and transfer wealth efficiently while aligning... ...act ethically and with integrity at all times. The application...High net worthWork at officeRemote work$215k - $270k
...Tax Managing Director, Private Client Services Job Description Job Summary: Private Client Services at BDO is... ...flow, retirement, and life insurance planning. A Tax Managing Director, Private Client... ...employees the chance to grow their wealth over time as their shares vest and...High net worthPrivate practiceWork at office$215k - $270k
Job Summary: Private Client Services at BDO is a boutique practice within our firm.... ...well as other people with complicated tax and financial structures. The Private... ...‑flow, retirement, and life insurance planning. A Tax Managing Director, Private Client Services (PCS...High net worthPrivate practiceWork at office- United Community Bank is looking for a Wealth Management Portfolio Manager in Brentwood, Tennessee. The role involves constructing and managing investment portfolios for high-net-worth clients, ensuring they align with financial goals. Candidates should have a strong background...High net worthFull timeRemote work
$105.1k - $192.6k
...build a better working world. Tax - Indirect - Unclaimed... ...Property and Escheat Services - Manager Will you shape the future... ...Join our globally integrated team of dedicated indirect... ...identify risks and sustainable planning opportunities for our clients. You\'ll help us provide...Work experience placementSummer holidayLocal areaFlexible hours- Private Client Advisor - Nolensville, TN J.P. Morgan Wealth Management seeks a dedicated advisor to provide comprehensive financial planning and advisory services to individuals and families. The... ...judgement. Exhibit unwavering integrity, putting clients first. Educate...
- ...Us Seven Springs Wealth Group is an independently... ...operated wealth management firm based in... ...financial planning to affluent families... ...a sophisticated HNW and UHNW client base, collaborate... ...investment strategy, tax, estate, and cash... ...— serve as the integrating intelligence layer...High net worthWork at office10 hours per week
$100k - $135k
...in the Plus! Withum’s Tax Services Group is made... ...International and Private Client services. This Tax... ...You’ll work alongside an integrated team of seasoned, well‑... ...audit engagements, from planning to completion, and include... ...Ability to manage multiple engagements and...High net worthWork at officeLocal area- ...is partnering with a growing wealth management and family office platform in its search for a Tax Manager. The Tax Manager opportunity... ...tax compliance and proactive planning within a modern, institutional... ...returns for high-net-worth clients Assist with proactive tax...High net worthFull timeWork at office
- A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with...High net worthFull time
- U.S. Bank is hiring a Wealth Management Advisor in Brentwood, TN, focused on investment products, client needs assessment, and financial planning. This position combines strong client interaction with comprehensive financial services to deliver exceptional experiences....Flexible hours
- ...Client Support Specialist To be eligible for consideration of... ...Support Specialist, you will be an integral part of a fast-paced, team... ...of general financial planning concepts Proven customer service... ...influence others Robust time management and organizational skills...High net worthFull timeRemote work
$135k - $175k
...Rennert & Feldman is seeking a Tax Manager to join our team of... ...aspects related to assigned client accounts. This position can... ...research and multi-jurisdictional planning, and foreign touring clearances... ...services firm comprised of integrated wealth management, family office,...Work experience placementWork at officeLocal area3 days per week- ...Tax Manager - Nashville, TN (Hybrid) Who: A CPA-certified tax professional... ...engagements, identifies tax planning opportunities, leads staff... ...provisions, and serves as the main client point of contact. When: Full-... ...A collaborative, inclusive, integrity-driven culture that promotes...Full timeWork at officeImmediate start2 days per week3 days per week
- ...the need to work in an integrated manner with other members... ...of complex income tax returns including but not... ...tax returns Assist in planning and compliance regarding... ...procedures Assign, track and manage tasks and projects to... ...returns Assist in client invoicing for tax services...
- A prominent financial advisory firm based in Nashville is looking for a Tax Managing Director for its Private Client Services. This role requires leading tax compliance and consulting engagements with high net-worth clients. Candidates should possess extensive experience...High net worth
- A wealth management firm in Nashville, Tennessee, is looking for a Tax Manager. The ideal candidate has 5+ years of tax experience, a bachelor'... ...preparing tax returns for high-net-worth clients and assisting with proactive tax planning. This full-time position offers...High net worthFull time
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Nolensville, TN. The role involves providing comprehensive financial planning and tailored investment solutions. The... ...competitive rewards package, emphasizing integrity and client-first service. #J-18808-Ljbffr...
- ...a spot for you! We serve clients of all sizes across the United... ...life. Job Summary: A Tax Manager works closely with partners,... ...clients. They are responsible for planning, managing, reviewing, and... ...~5+ years of experience in HNW tax planning, compliance, and...High net worthWork at officeLocal area
- ...leading accounting and advisory firm in Nashville seeks a Manager, Tax specializing in high-net-worth clients. This role involves providing technical reviews,... ...comprehensive benefits package including medical, dental, and a 401(k) plan. #J-18808-Ljbffr Carr, Riggs & IngramHigh net worth
- Job Description A Manager in the Exempt Organizations Tax Services (EO) practice at Crowe... ...unique needs of tax‑exempt clients. Our EO team combines... ...practice groups to provide integrated solutions to clients Engagement... ...process, including planning, execution, quality review...Local area
$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups... ...Artificial Intelligence Manager leads the engineering... ...async processing, AI integrations, cloud, data, and security... ...code review, delivery planning, and career... ...governance, approved tooling) Client‑facing and leadership...Work at officeLocal area
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