HNW Tax Manager — Client Relationships Lead
Mercer Advisors
Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses. You will mentor a team of Tax professionals, stay current on tax law changes, and communicate effectively with clients and wealth advisors in a fast-paced environment. Strong public accounting background and CPA/EA are required. #J-18808-Ljbffr Mercer Advisors
- ...they become available. The Private Client Services (PCS) Manager will provide tax and consulting services to high... ...PCS Manager will maintain client relationships, assist the firm’s leadership in identifying... ...of financial information and lead client and internal meetings....High net worthWork experience placementCasual workLocal areaWeekend workAfternoon shift
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- ...Tax Manager - High Net Worth & Private Client Services Location: Columbus, Ohio Lead. Advise. Grow. Our client, a well-established and highly respected public accounting... ...firm that values innovation and client relationships, we'd like to hear from you. Key...High net worthWork at office
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- Tax Manager - Lead Tax Services As a Tax Manager in Lead Tax Services , you will play a critical... ...innovative tax solutions to clients across industries. This position requires... ...leadership and ability to build client relationships Our Benefits Your exceptional people...Local area
- ...financial services firm in Columbus, Ohio, is seeking a PCS Manager to provide tax and consulting services to high net worth individuals... ...requires managing complex tax engagements, maintaining client relationships, and overseeing teams. Candidates should have a Bachelor...High net worth
- ...importantly, the flexibility to manage your personal and... ...Director, Global Private Client Services/Ultra HNW, to join our Global Private... ...Responsibilities Serve as the lead tax advisor to ultra‑high net... ...and sustaining client relationships and high-quality client service...High net worth
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship growth, client education, and leveraging technology to...High net worth
- K2M Design is seeking a Project Manager in Columbus, Ohio to provide strong leadership for substantial projects while ensuring client satisfaction. The ideal candidate will have... ...Join K2M to build trust and impactful relationships in a fun and flexible work environment...Flexible hours
- RES Consultant Group is seeking a Remote Tax Manager to provide proactive tax planning and advisory services for high-net-worth clients. This role focuses on strategizing and building deep relationships, while also managing and mentoring associates. The firm offers a competitive...High net worthRemote jobFlexible hours
$105.38k - $215.38k
...you a delivery-focused tax leader who thrives on individual... ...to interact with clients on their personal tax matters... ...so, this Tax Delivery Manager role in Global Employer... ...of High Net Worth (HNW) individual compliance engagements... ...regulatory requirements.Lead and collaborate with...High net worthWork at officeLocal area$120k - $125k
...Description This isn't just a tax job. It's the one you'... ...waiting for..... Our client, a boutique tax... ...seeking a Remote Tax Manager. The firm provides tax... ...firm, drive industry-leading work, and collaborate... ...complying Build deep, trusted relationships with sophisticated...High net worthRemote jobNight shift- ...fits. What You'll Do Manage and prepare federal and state returns, including Gift Tax (Form 709), Fiduciary Income... ...planning and consulting to clients and their advisors on estate,... ...administrative team supporting your client relationships Opportunities for...High net worthFull timeSecond jobWork at officeLocal areaFlexible hours
- AEP Service Corporation in Columbus, OH seeks a Tax Manager / Tax Senior Manager to lead the accounting and reporting of income taxes. You will oversee the monthly/ quarterly/ annual tax provisions, tax disclosures, and SOX controls, while developing staff and driving...
- Fifth Third Bank in Columbus seeks a Financial Center Manager Associate to participate in a comprehensive onboarding program with rotations... ...Center upon program completion. You will deepen customer relationships, gain product knowledge, and master consultative sales to meet...
- ...delivering comprehensive tax compliance, fiduciary... ...services to a diverse client base, including high-net... ...hours during tax season, leading to a lighter summer... ...Preparation & Compliance: Manage and prepare federal and... ...your work and client relationships. #J-18808-Ljbffr Nichols...High net worthSummer workWork at officeLocal area
$60k - $85k
Manning & Napier, Inc in Columbus, OH is seeking a detailed and proactive Relationship Manager. You will serve as the primary client advocate, overseeing their experience and contributing to business development activities. This position requires collaboration with a Wealth...$116k - $216k
...Bank (KPB) is dedicated to serving our clients' financial needs through expert advice... ...and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise... ...client achieve their financial goals. Leads, coordinates, and assembles the...High net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$110k - $160k
Veeva Systems, Inc. is seeking a Corporate Tax Manager in Columbus, Ohio. The role involves managing day-to-day domestic tax operations, overseeing tax provisions, and compliance functions. You'll collaborate with finance teams and manage audit processes. The ideal candidate...Flexible hours$110k - $130k
Job Title: Tax Supervisor or Manager Location: Columbus, OH (Hybrid)Compensation... ...offers the complex, high-level client work of a large firm with... ...hybrid capacity. You will lead tax engagements, mentor... ...Build and maintain strong relationships with clients, responding to...High net worthSummer holidayWork at officeFlexible hours- ...commercial bankers and sales leadership by managing portfolios and advancing new business... ...will coordinate across credit, operations, client service, and treasury partners while... ...accurate financial analysis, onboard new relationships, and drive timely decisions. #J-18808-Ljbffr...
- A leading IT consulting firm is seeking an experienced Information Technology Business Relationship Manager to steer strategic technology initiatives. You will drive alignment between business goals and technical execution, oversee vendor relationships, and manage contracts...Full time
- Mutual of America Financial Group is seeking a Client Relationship Manager to engage and strengthen our regional client base. You will report to the Director, Senior Client Relationship Manager and lead efforts with plan sponsors and executives across Ohio, Indiana, and...Remote job
$99k - $266k
...ApplicableSpecialismIndustry Tax PracticeManagement... ...advice and guidance to clients on tax planning,... ...unique strengths, and managing performance to deliver... ...Firm. You are expected to lead with integrity and authenticity... ...adverse, and negative relationship to responsibilities...Full timeH1b$115k - $130k
...of federal, state, and local tax filings.Ensure compliance with... ...tax laws and regulations.Lead tax planning initiatives designed... ...provide recommendations to management.Review income tax provisions... ...reporting.Coordinate and manage relationships with external auditors, tax...Local area$100.35k - $205k
...strategic and creative federal tax professional who likes... ...large global and dynamic midsize clients across a variety of industries... ...027. What You’ll Do As a Tax Manager within the Business Tax Services... ...and developing strong client relationships on various federal tax...Work at officeLocal area- A recruiting firm is seeking a Senior Tax Manager in Columbus, OH, to lead tax planning and compliance for a dynamic organization. The ideal candidate will oversee compliance, manage audits, and provide strategic guidance to business leaders. Applicants should have a CPA...
$127.7k - $269.3k
...our DNA across our audit, tax, and consulting groups. That... ...highly accomplished Senior Tax Manager to join our Lead Tax Services team. This... ...thrives on leading multiple client service teams, managing... ...building long-term client relationships and driving excellence in service...Full timeWork at officeLocal areaRemote workWorldwide
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