Wealth Tax Planning Manager - High Net Worth
Grant Thornton (US)
Grant Thornton (US) is seeking a Private Wealth Services Tax Manager to lead complex tax reviews and provide income, estate, and gift tax planning for high net worth and closely held family clients. You’ll collaborate with the Private Wealth Services Tax team to optimize return preparation and tax savings opportunities, leveraging strong client service and leadership to drive outcomes. From day one, you’ll be supported by high-quality tools and resources, focused on accuracy and quality. #J-18808-Ljbffr Grant Thornton (US)
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Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$95.4k - $180.4k
...team is looking for a dynamic Tax Manager to join our expanding... ...professional may also support ultra-high net worth individuals and small family... ...:Exposure to strategic tax planning, business advisory and... ...including succession planning, wealth transfer planning, and tax complianceManage...High net worthFull timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management,...High net worthFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...an Asset & Wealth Management - Renewable Energy... ..., and developing high-performing, diverse... ...of innovative tax planning solutions and methodologies... ...Park; TX-Fort Worth; PA-Philadelphia;...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...Florham Park; OK-Oklahoma City; TX-Fort Worth; PA-Philadelphia; AZ-Phoenix; CT-...Full timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...-Detroit; NJ-Florham Park; TX-Fort Worth; CT-Hartford; TX-Houston; MI-Grand...Full timeH1bLocal areaOverseas$100.35k - $205k
...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private Wealth Tax... ...practice, you will perform high-level reviews of tax... ...projects related to tax planning opportunities and the...Private practiceWork at officeLocal area- TD Wealth is seeking a Private Client Relationship Manager II in Tampa to lead high-net-worth client engagements across banking, lending, and wealth investing. You will collaborate with investment and trust advisors to tailor proactive solutions and grow wallet share while...High net worth
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...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...here. Job Summary: The Wealth Strategy team is part of our Wealth... ...planning strategies for our high-net-worth clients. We are a collaborative...High net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...to clients on tax planning, compliance, and strategy... ...’s unique strengths, and managing performance to deliver on... ...NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-...Full timeH1b- Job Summary As a HNW Tax Senior Manager , you work closely with partners, staff, and high net worth clients and are responsible for planning, managing, reviewing, and completing complex client... ...clients on sophisticated tax and wealth planning matters, and playing a key...High net worthWork at officeLocal area
$95.5k - $195.4k
...across our audit, tax, and consulting groups... ...and estate planning vehicles. Our multidisciplinary... ...are seeking a Tax Manager with deep... ...: Deliver high-level tax consulting... ...affecting ultra-high-net-worth clients. Engagement... ...manage, and transfer wealth efficiently while...High net worthWork at officeLocal areaRemote workWorldwide- EP Wealth Advisors seeks a Vice President, Client Development in Tampa to drive organic growth and manage strategic referral partnerships. You will engage high-net-worth clients and collaborate with Advisors to ensure a seamless client transition and exceptional experience...High net worth
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- Bank of America is hiring for a fiduciary and investment management lead handling high-net-worth accounts in a trust-focused role. You will oversee... ...compliance and risk-aware growth while delivering personalized wealth solutions and maintaining top-tier client experiences....High net worth
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- ...global leader in innovative wealth management, asset servicing, asset management... ...to wealth management planning. With the support of our local... .... You’ll work with ultra high net worth (UHNW) individuals, families... ...knowledge of wealth transfer and tax planning strategies.You’ll...High net worthFull timeH1bLocal areaWorldwideFlexible hours
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...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy.... ...planning and compliance services to high-net-worth individuals and privately-... ...owners of PwC. As a Senior Manager you are expected to lead...High net worthFull timeH1bRemote work- ...Tampa, FL, is seeking a seasoned professional responsible for managing and growing high net worth client relationships. This role includes building a talented team to meet client needs and handling complex wealth management issues. The ideal candidate will have over 10...High net worth
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