Strategic Tax Manager — High-Net-Worth Wealth Advisory CPA
Mission Wealth Management Lp
Mission Wealth is seeking a Tax Manager to join our growth-minded team in one of our offices in Santa Barbara, Scottsdale, or Houston. You will review and prepare income, trust, and gift tax returns and collaborate with Wealth Managers to implement tax strategies aligned with client goals and values. The ideal candidate has 8+ years of tax accounting experience, a CPA, and a client-centric approach for high-net-worth clients; mentoring tax associates and leading tax projects is expected. #J-18808-Ljbffr Mission Wealth Management Lp
- Mission Wealth, a Barron’s Top 100 RIA firm, seeks a Tax Manager to join our award-winning team in Scottsdale... ...work with our tax and advisory teams to implement tax... ...and values, serving high-net-worth clients. The ideal... ...accounting experience and a CPA, with a proven track...High net worth
$110k - $160k
Job Opening: Tax ManagerLocation:... ...are seeking a strategic and technically... ...proficient Tax Manager to lead our tax... ...compliance, drive high-level tax... ...partnerships, and high-net-worth individuals.... ...technical guidance.Advisory Services: Act... ...: Active CPA license is required...High net worthFlexible hours$150k
...application process. Tax Manager Full Time... ...News, Mission Wealth is hiring a... ...clients and advisory teams to implement... ...Work with a high-performing & growth... ...and present strategic tax planning solutions... ...to high-net-worth clients Assist... ...required ~ CPA required ~ Experience...High net worthFull timeImmediate start$135k - $180k
...Job Description Job Description Tax Manager, CPA Tax Advisory | Client Relationships | Leadership... ...held businesses while delivering strategic tax guidance, leading engagements,... ..., or extensive experience managing high-net-worth and closely held business clients may...High net worthWork at officeFlexible hours- ...seeking experienced Senior Wealth Advisors to join... ...comprehensive wealth management advice and building... ...partners closely with high-net-worth individuals and families... ...an industry-leading strategic platform of one of... ...Beacon Pointe's wealth advisory services, please...High net worth
- ...Qualification: CPA or EA required Experience: 8–10 years About Us : Numera... ...solutions across accounting, payroll, tax, and advisory. Our unique US-India delivery model enables... ...and year-round tax planning Manage and mentor a team of tax professionals...Full timeWork at officeImmediate startMonday to Friday
- ...Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office... ...responsible for assisting in client advisory, investment management, and administrative aspects of... ...dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities...High net worthWork experience placementWork at office
- ...MESAAreas of Interest: Wealth ManagementPay... ...Cavanal Hill Investment Management, Inc. BOKF, NA operates... ...expanding relationships with high net worth individuals, families,... ...certification (JD, CPA, CFA, CFP, etc.), and... ...Experience in an investment advisory firm environment with...High net worthWork experience placementWork at office
$98.4k - $199k
.... We continually seek highly motivated and talented... ...ResponsibilitiesThe HNW Advisory group is a business... ...robust planning, asset management, estate or trust services... ...and building wealth. The Wealth Advisor is... ...and prospective High Net Worth clients. Wealth Advisors...High net worth- ...the search for a Wealth Advisor . This is... ...partner closely with Managing Advisors and... ...specifically with tax professionals, to... ...wealth strategies for high-net-worth individuals and families... ...prominent advisory team, this could be... ...required: CFP, CFA, CPA Bachelor’s...High net worth
$134.28k - $164.12k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients... ...capabilities in business-sale advisory and pre-transaction... ...Private Wealth Management's strategic partners in the region.This... ...interacting with High and Ultra High Net Worth clientsPreferred Skills/Experience...High net worthFull timeWork experience placementLocal area3 days per week$110k - $150k
...Scottsdale, AZ to find their next Tax Manager Candidates should take... ...meets comprehensive wealth planning. As our Tax Manager,... ...'ll lead tax engagements for high-net-worth individuals and business owners... ...What We're Looking For ~ CPA or EA (preferred) ~4+ years...High net worthSeasonal workWork at officeImmediate startFlexible hours- ...Job Details As a Tax Manager, you will play a key leadership... ...tax compliance, planning, and advisory services while handling complex... ..., real estate entities, and high net worth individuals. Prepare and... .... Master's degree and/or CPA designation preferred. 7+...High net worthLocal area
$170k - $225k
...SUMMARY We are seeking a high-performing Senior Director of Tax Services to own client... ...growing tax practice. You will manage a portfolio of client... ...delivery of compliance and advisory work at a high standard. This... ...are building generational wealth. SUCCESS LOOKS LIKE...Full timeLocal areaRemote workShift work- Mariner Wealth Advisors is seeking a Senior Manager, Tax to lead and implement tax strategies for high-net-worth clients while coordinating with wealth management teams. The role emphasizes client-centric service, strategic planning, and team leadership. You will guide...High net worth
- Levelociti seeks a Tax Manager or Senior Tax Manager to lead tax services for high-net-worth clients and affiliated businesses. You... ...a tax team, provide strategic advisory, and manage key client relationships... ...and 401k benefits. Active CPA and 5+ years of experience are...High net worthSummer workWork at office2 days per week
- ...Rockefeller Capital Management Rockefeller... ...financial advisory services firm. Originally... ...evolved to offer strategic advice to ultra- and high-net-worth individuals and... ...- including wealth planners, tax advisors, estate... ...Public Accountant (CPA), Certified Financial...High net worthWork at officeLocal area
- Numera is seeking a seasoned CPA to own tax engagements for individuals, small businesses, partnerships, S corps and nonprofits based in Scottsdale. You will review and sign off on complex returns and planning work, and lead IRS representations year-round. You will mentor...
- ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution... ...commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning...Full timeWork at office
- ...in the United States is seeking a senior wealth management leader responsible for the retention and growth of medium to large high net worth client relationships. You will... ...and Investment professionals to deliver strategic counsel and comprehensive solutions across...High net worth
$155k - $200k
Job details Senior Tax Manager, Construction Focus | Public... ...for delivering highly detailed, strategic work across tax planning, advisory, and audit and assurance... ..., whether that's your CPA, a specialty designation... ...corporations, LLCs, high-net-worth individuals,...High net worthLong term contractContract workFor contractorsLocal areaRemote work- As a Wealth Planning Consultant, Senior Specialist with... ...within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their... ...estate planning, income tax and financial planning analysis... ...encouraged.CFP, CPA, and/or active Law License...High net worthFull timeWork experience placementWork at officeRemote workRelocation package
- ...invites applications for a Private Wealth Advisor to build and grow a... ...within our Private Wealth Management (PWM) team. You will deliver holistic... ...strategies, maintaining high ethical standards and exceptional service for ultra-high-net-worth clients. #J-18808-Ljbffr The...High net worth
- Talent Edge Recruiting seeks an experienced Wealth Advisor to oversee 75-100 high-net-worth client households, delivering personalized financial planning and coordinating with the investment team for strategy and reporting. You will build relationships, assess assets and...High net worth
- ...Tax Advisor (EA/CPA)Client, the tax and accounting affiliate of a leading wealth management firm, is seeking a Tax Advisor (Enrolled Agent or... ...partners directly with our advisory team to deliver... ...planning and compliance for high-net-worth families, business owners...High net worthFull timeWork at office
- Alerus Wealth Advisors in Scottsdale, AZ, seeks seasoned professionals to deliver comprehensive financial guidance to high-net-worth clients. You will act as the primary advisor, coordinating a team to tailor solutions that secure clients’ financial wellness goals. Join...High net worth
- ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll... ...book of business—prioritizing high-impact activities, coordinating... ....g., concentrated positions, tax-aware strategies, multi-goal...Full timeWork at office
- Farther is seeking a Relationship Manager & Servicing Advisor to own a dedicated segment of high-net-worth clients within its E3 Financial Planning practice. This full... ...teams to scale service quality using AI tools and modern wealth tech #J-18808-Ljbffr MassMutual VenturesHigh net worthFull time
$60k
...: Alerus is a commercial wealth bank and national retirement... ...YOU'LL BE DOING: Manage and grow a portfolio of high-net-worth clients, providing advanced... ...charitable giving, trusts, and tax management. Pursue... ...accreditation(s) i.e. CFP, CFA, CPA. ~ Ability to attract...High net worthWork experience placementLive inWork at officeFlexible hours$140k - $180k
...service accounting and advisory firm specializing... ...edge approach to tax planning and wealth preservation... ...Senior Tax Manager oversees all aspects... ...part of a small, high-performing team... ...sophisticated high net worth and UHNW clients,... ...in Accounting CPA At least 7+...High net worthTemporary workLocal area
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