Private Client Tax MD — Wealth & Compliance Leader
Forvis Mazars US
A leading tax advisory firm in Atlanta is looking for an experienced Managing Director of Private Client Tax. The role involves providing sophisticated tax compliance and advisory services to ultra-high net worth clients. The ideal candidate will have at least 11 years of experience in public accounting or law, a related degree, and a CPA or J.D. license. Responsibilities include managing client engagements, developing relationships, and leading a team of tax professionals. This position offers significant opportunities for professional growth and leadership in a dynamic environment. #J-18808-Ljbffr Forvis Mazars US
- Private Wealth Client Relationship Manager job at Bank of America Corporation. Atlanta, GA. Merrill... ...the daily operations ensuring compliance to industry regulations, and policies... ...knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual...TaxPrivate clientContract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
- Overview Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi‑generational families... ...and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your...TaxPrivate client
- Overview Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...technology, data and design. Private Wealth Management (PWM)... ...and beyond, which may include tax and estate planning,...TaxPrivate clientApprenticeship
- Job Description Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative... ...between Cresset and client CPA’s and attorneys (FO) Manage tax document facilitation with client CPA’s (FO) Identify new technology...TaxPrivate clientFull timeTemporary workWork at officeLocal area
- A leading financial services firm in Atlanta seeks a Vice President, Wealth Planner to provide comprehensive wealth planning for clients. This position requires a deep understanding of tax and trusts, focusing on personalized financial strategies. The ideal candidate will...Tax
$74.66k - $134.38k
...matter expert across various banking and Wealth Management systems, products,... ...with an emphasis on the Brokerage & Private Banking and Wealth client segments. # Knowledge of Operational... ...accidental death and dismemberment, tax-preferred savings accounts, and a 401...TaxPrivate clientFull timePart timeWork at officeShift workDay shift- ...development. The role collaborates with PWM executives and partners across Legal, Compliance, and Finance to enhance client experience and drive growth. Ideal candidates bring a Private Wealth Management background, strong interpersonal skills, and a proven ability to...Work at office
$112k - $150k
Job Summary: Private Client Services at BDO is a boutique... ...people with complicated tax and financial... ...trust tax consulting and compliance; charitable giving and... ...chance to grow their wealth over time as their shares... ...experiences to middle market leaders by sharing insight-...TaxPrivate clientFull timePrivate practiceWork at office$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation... ...knowledge to develop tailored wealth management strategies. Private Bankers... ...credibility with clients Compliance Oversight and Controls Comply...Private clientFull time- ...will also work closely with Private Wealth’s Senior Management Team, along... ...Goldman Sachs helps empower clients and customers around the world... ...beyond, which may include tax and estate planning, philanthropic... ...partners in Operations, Compliance, Legal, Human Capital Management...TaxWork at officeLocal area
- ...Description Job Description Wealth Advisor Wealth Advisor... ...We are seeking a client-focused Wealth Advisor... ..., retirement planning, tax strategies, estate... ...tax, trust, insurance, private banking) and external advisors... ...and reviews. Ensure compliance with regulatory...TaxOngoing contractLocal area
- ...primary goal is to serve our clients, one another, and our... ...We aren’t your typical wealth management firm. Our... ...grow as a person and leader in your field and transform... ..., alongside estate, tax and philanthropic planning... ...policies to maintain compliance with SEC regulations....TaxLocal area
- NextGenEnergyJobs is looking for a Senior Tax Associate in Atlanta to work with a Top 20 CPA and advisory firm. The role involves providing tax planning, consulting, and compliance services while collaborating closely with partners on innovative strategies. The ideal candidate...TaxPrivate client
- ...Lead Accountant with deep tax expertise to join our... ...the accounting, tax compliance, and strategic planning... ...returns S-Corporations Private foundations and charitable... ...Support Support wealth transfer strategies with... ...family office, private client services, or public accounting...TaxPrivate clientWork at officeLocal area
- Senior Leader, Financial Reporting & Technical Accounting Atlanta,... ...Corporate Accounting, FP&A, Treasury, Tax, Legal, Investor Relations,... ..., footnotes, disclosures, and MD&A in accordance with U.S. GAAP... ...Supporting continued compliance with U.S. GAAP, SEC regulations...TaxCurrently hiringWork at officeLocal area
- ...Proposition; these partnerships include Wealth, Insurance, and Small Business. Define and... ...or segments. Ensure all regulations and compliance requirements are met for the Premier... ...disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k...TaxFull timePart timeShift workDay shift
$100k - $120k
...Description The Associate Director, Wealth Strategy (ADWS) is a junior... ...office and Cresset Catalyst clients. The ADWS will also serve as... ...additional planning, running tax projections, modeling advanced... ...environment as a participant or leader Versatile, flexible, and a willingness...TaxFull timeTemporary workWork at officeLocal areaFlexible hours- Bank of America Corporation is seeking a Merrill Private Wealth Client Relationship Manager to lead client service and supervision of staff in a highly regulated wealth management environment. The role emphasizes relationship building, coaching, and delivery of a digital...Private client
- A leading tax consultancy in Atlanta seeks an experienced tax professional to oversee client engagements and manage complex tax returns for high-net-worth individuals. You... ...opportunities and build strategies that go beyond compliance. The ideal candidate will have a US CPA...Tax
- ...Premier Financial Planning Leader is an enabler for deepening client relationships and... ...engagements with clients in compliance with all internal policies... ...but not limited to: income tax, investments, debt management... ...financial planning and wealth management or affiliated...TaxFull timePart timeWork at officeShift workDay shift
$120k
...accounting firm is seeking a Principal Accountant to manage client relationships and lead a tax team. The role offers full-time, remote work... ...and centers on personal and corporate tax planning and compliance. The ideal candidate is a CPA with over 8 years of experience...TaxRemote jobFull timeWork at office- ...high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening... ...regulatory controls to manage risk and compliance. Works within the existing audit, compliance... ..., accidental death and dismemberment, tax‑preferred savings accounts, and a 401k...TaxFull timePart timeWork at officeLocal areaShift workDay shift
- ...full responsibility for client engagements from... ...scrutinizing intricate tax returns for high-net-worth... ...individuals, trusts, and private entities. Your role will... ...that extend beyond mere compliance. Your responsibilities... ...developing comprehensive wealth management strategies....TaxPrivate clientWork at office
$60k - $80k
...services to a wide range of clients including some of the world’s... ...for various bank, REIT, and Private Equity clients. The position... ...collaboratively with Servicing, Insurance, Tax, and other related servicing... ...to maintain proper Loan compliance and lien position security...TaxPrivate clientLocal area$145k - $170k
...; Atlanta, GA; Potomac, MD; Winter Park, FL; Denver... ...Pathstone is a growing wealth management firm serving... ...clear purpose: to help clients pursue their Preferred Life... ...across key areas such as tax strategy, risk... ...or asset management ~ Private equity or investment banking...TaxWork at officeRemote workFlexible hours- A leading technology firm in Atlanta seeks an experienced Indirect Tax Manager. This role involves managing the indirect tax compliance cycle, leading audit defense activities, and utilizing tax technology and analytics tools. The ideal candidate will have over five years...Tax
- Southwire Company, LLC is seeking a Vice President, Tax to lead the global tax function, drive strategic tax planning, and oversee all tax compliance and reporting. This role interfaces with the executive team and board, guiding tax initiatives and mitigating risk. The...Tax
- EY is seeking a Real Estate Tax Manager based in Atlanta, Georgia. This role involves managing diverse tax consulting and compliance projects, providing clients with up-to-date tax advice, and working in a collaborative culture. The ideal candidate will have a bachelor...Tax
- U.S. Bank seeks a State Tax Reporting and Compliance Leader to manage multi‑state tax matters, including tax provision, compliance, planning and legislative monitoring. You will partner with the Corporate tax team and collaborate cross‑functionally to ensure compliance,...TaxWork at office
- Ernst & Young Oman is seeking a Tax Functional Leader to support clients in achieving their business objectives in Atlanta, Georgia. You will lead tax processes, manage teams, and serve as a trusted advisor across multiple teams. The ideal candidate will have a Bachelor...TaxRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax MD — Wealth & Compliance Leader. Be the first to apply!
- team lead data science Atlanta, GA
- clinical team leader Atlanta, GA
- assistant team manager Atlanta, GA
- quality assurance team leader Atlanta, GA
- group product manager Atlanta, GA
- leader Atlanta, GA
- member team lead Atlanta, GA
- application team lead Atlanta, GA
- helpdesk team lead Atlanta, GA
- disability team leader Atlanta, GA


