Wealth Tax Advisory Manager - Private Wealth Planning
Ernst & Young
EY’s Wealth Tax Advisory Practice is expanding in the U.S. We seek a Manager to lead high-net-worth engagements, mentor staff, and deepen client relationships across multijurisdictional families and private wealth structures. You will deliver tailored tax advice, planning, and compliance for estate, trust, and gift tax Returns to business-owning families. The role requires strong leadership, technical knowledge, and willingness to travel for client sessions. #J-18808-Ljbffr EY
$106.5k - $195.1k
...shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly... ...services, including estate planning, structuring, and transactional... ...expand, we are looking for a Manager to join our team and work on... ...relationships. As a Manager in Private Tax, you will be at the...PrivateSummer holidayFlexible hours$100.35k - $205k
...Summary Are you a trusted tax leader who enjoys solving... ...? If so, Deloitte’s growing Private Wealth practice may be the right fit... ..., 2027Work You’ll DoAs a Tax Manager in our Private Wealth Tax practice... ...helping clients identify tax planning opportunities and understand...PrivatePrivate practiceWork at officeLocal areaVisa sponsorship- EY Private Tax is seeking a Manager to lead delivery of tailored tax advice and compliance for high-growth private clients, focusing on wealth transfer, succession planning, and governance. You will manage a team, interface with senior stakeholders, and drive cross-border...Private
- EY Private Tax is seeking a Manager to lead tailored tax advice and compliance for high‑growth private clients and their owners. You’ll oversee wealth transfer, governance and cross‑border matters, acting as a trusted advisor across multiple teams. You’ll coach and develop...Private
$65k - $80.2k
Wealth Management Advisor-Douglas Square page is loaded## Wealth Management... ...position is the investment planning and investment and insurance... ...administration, investment advisory and insurance. WMAs partner... ...services - Extensive knowledge of private banking products and...PrivateTemporary workWork experience placementLocal area$126.1k - $253k
...there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding... ...through:Exposure to strategic tax planning, business advisory and compliance workA... ...including succession planning, wealth transfer planning, and tax complianceManage...PrivateFull timeWork experience placementInternshipPrivate practiceLocal area$200k - $275k
...FNBO) is a legacy-driven, privately held, financial... ...regional bank. We believe wealth should feel personal, purposeful... ...Head of Private Wealth Advisory , you will be the senior... ...spanning investment management, fiduciary solutions, advanced planning, private banking, specialty...PrivateTemporary workFor contractorsWork at office$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Tax - Real Estate Senior Manager, you will play a pivotal... ...tax compliance and advisory projects for financial services... ...strategic tax planning initiatives to address client...Full timeH1bLocal area$106.5k - $195.1k
...will the future shape you? EY Private Tax is a growing practice within... ...technically demanding tax planning and compliance projects around... ...leadership and business acumen. As a Manager in Private Tax, you will be... ..., and owners of private wealth. You’ll advise on matters...PrivateSummer holidayImmediate startFlexible hours$115k - $175k
...Private Wealth Advisor At FNBO, our employees are the heart of our story—and we're committed... ..., achieve their banking, long term planning, and wealth preservation needs. The Private... ...solutions to customers to effectively manage and preserve their overall wealth. The...PrivateContract workTemporary workWork at officeLocal area$96.1k - $135.7k
...Yourself.The Premier Wealth Advisor will be an... ...serving Empower Private Clients with $5M... ...more in assets under management. In partnership... ...thoughtful, strategic planning conversations... ...financial planning, tax and income optimization... ...to 6%), financial advisory services,...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- FNBO is seeking a Sr. Manager, Client Relationship Associates to lead a team of 25+ Client Relationship Associates within the Advisory Services program. This role focuses on people leadership... ..., and regulatory compliance in wealth management. The ideal candidate will...
- First National Bank of Omaha (FNBO) seeks a Head of Private Wealth Advisory to lead growth and reputation for our most... ...oversee a team-driven model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family governance...Private
$100k - $150k
...Description Job Description Wealth Management Advisor (CFP®) Location:... ...succession and leadership plan. This is an excellent opportunity... ...investment advice, including tax-aware strategies, estate... ...in a client-facing advisory role ~ Proven credibility with...- First National Bank of Omaha seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client segment. You will drive growth,... ...reinforce the One FNBO approach across investment, fiduciary, planning, private banking, and family governance. You will champion...Private
$93k - $123.5k
Product Manager - Wealth Management page is loaded## Product Manager - Wealth Managementlocations: MO - Kansas... ...management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our...PrivateFull timeShift work- ...ultra-affluent clients, building, growing, and preserving wealth with a dedicated team of experts. The role emphasizes... ...education, education, guidance, and solutions across investment management, trusts, estate planning, and business succession planning. The ideal candidate...Private
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions.In private tax at PwC, you will focus on... ...the owners of PwC. As a Senior Manager you are expected to lead large...PrivateFull timeH1bRemote work$105k - $123.5k
...competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management...PrivateFull timeShift work- ...on advising ultra-affluent clients with $5M+ investible assets, leveraging a team-based approach to deliver comprehensive wealth management, planning and fiduciary services. A strong record in business development and client-relations is required. The ideal candidate...PrivateWork at office
$60k - $80k
...Overview: Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven...Work at office$105.38k - $215.38k
...Summary Are you a tax professional who... ...tax compliance and planning, including complex... ...gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...tax compliance and advisory engagements involving... ...individuals or private clients.Strong client...Work at officeLocal area$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- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships with a diverse client base, offer advised solutions, and leverage Chase referrals...
$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...team focus on key issues like wealth management, compliance, cash flow...PrivateFull timeH1b- ...Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private Clients with $5M+ in assets.... ...guiding complex financial planning and investment strategy in partnership... ..., and strong wealth-management knowledge. CFP preferred; excellent...
- As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either... ...-attest offerings, including tax and advisory services. In 2025, Grant Thornton...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$128k - $252.5k
...end-to-end support and advisory services, covering areas... ...with corporate and private equity clients, this role... ...readiness, integration planning, separation planning, and... ...considerationsSupport Managers and engagement teams in... ...compliance, treasury, and tax coordination3+ years of...PrivateLocal area- ...firm is seeking an experienced Private Wealth Associate to join its... ...strong background in estate planning and private wealth matters to... ...Federal and state estate and gift tax matters. Charitable... ...offices and practice areas. Managing multiple client matters while...PrivatePrivate practiceWork at officeImmediate start
- Wealth Management Advisor At TIAA, Wealth Management Advisors help clients achieve confidence in retirement by building deep relationships... ...business. Have strong knowledge of investment solutions and planning expertise. Thrive in environments of empowerment,...Work experience placement
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