Tax Manager - High Net Worth
Current USA
Tax Manager – High Net WorthThis individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.Job Responsibilities:• Manage multiple client engagements simultaneously, ensuring overall success of each project• Maintain relationships with executives at multiple family offices• Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns• Strong Trust Accounting skills• Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews• Supervise and review team members' work for accuracy and compliance with professional standards• Review of Individual returns that include:o Multiple, complex partnership K-1so Stock optionso Multi-state K-1s• Ability to research, interpret, and apply tax code to unique circumstances.• Ability to read, understand, and apply directions contained in trust documents prepared by others• Ability to read, understand, and apply directions contained in estate plans.• Maintain active communication with clients to manage expectations and ensure satisfaction• Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm• Participate in firm wide initiatives including recruitment• Work with partners on proposals and business developmentRequirements Include:• 5+ years of current or recent public accounting experience providing related tax experience• Previous experience leading Trust and Estate tax teams preferred• Minimum of a Bachelor's Degree in Accounting or similar• Current CPA license• Experience leading teams and mentoring staff#LI-LC1Compensation & BenefitsThe total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term & Short-Term Disability InsuranceAncillary Benefits such as supplemental life insurance, critical illness, and accident insuranceClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn LearningEqual OpportunityWe are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
$130k - $180k
...Base pay range ~$130,000.00/yr - $180,000.00/yr This Tax Director position will report to the President of the company.... ...experience. Public accounting is preferred Individual, high net worth, or partnership experience Seniority level ~ Director...High net worthFull time$106k - $160k
...Wipfli Tax ManagerAt Wipfli, people count. At Wipfli, our people are core to everything... ...:Lead and manage tax compliance engagements in accordance... ...at 5+ years of job related experienceHigh Net Worth Individual tax experience requiredRequires...High net worthTemporary workLocal areaFlexible hours$110k - $140k
...Tax ManagerAt EisnerAmper, we look for individuals who welcome new ideas, encourage... ...your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS... ...family owned, closely held businesses and high net worth individuals with the solutions they need...High net worthTemporary workPrivate practiceWork at officeLocal area- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We... ...tax engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance...High net worthFull timeRemote workFlexible hours
- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm:... ...accurate filings for corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance...High net worthFull timeRemote workFlexible hours
$140k - $160k
...Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier... ...forward-thinking strategies around income tax, estate planning, charitable giving, and... ...opportunity for an experienced Tax Manager or Director who’s ready to move beyond...High net worthWork at officeRemote work3 days per week- ...Description We are looking for a versatile tax specialist to join a family office in... ..., support portfolio reporting, and manage tax matters for individuals, trusts, partnerships... .... • Familiarity with the needs of high-net-worth individuals, business owners, or complex...High net worthWork at officeShift work
$110k - $250k
...due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW... ...Company Culture Flexible Hours Large net but regional focus = growth opportunity... ..., 1+ year as a Tax Manager High Net Worth experience CPA Interested in hearing...High net worthLocal areaRemote workFlexible hours$70k - $90k
...Senior Tax Associate Advance your tax career with a Top 25 Twin... ...Tax Associate to join our high-performing Tax team. In this client... ...expertise to advise high-net-worth individuals, private businesses... ...and multi-state tax returns Manage client engagements, ensuring quality...High net worth$145k - $170k
Exciting Fully Remote Opportunity: Tax Supervisor / Tax ManagerLocation: 100% REMOTESalary... ...our Top 100 CPA firm, where we serve high-net-worth clients across industries such as... ...on the hunt for a Tax Supervisor or Tax Manager who is passionate about delivering exceptional...High net worthRemote work- ...Tax ManagerThis individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components... ...expectations. Tax managers should exhibit a high level of integrity and drive.Job Responsibilities...Temporary work
$100k - $120k
...Tax ProfessionalAre you a highly motivated and detail-oriented Tax Professional with a CPA license? Our growing Accounting Firm is seeking a dynamic... ...communication and interpersonal skillsAbility to manage multiple clients and deadlines effectivelyExperience working...Work at officeLocal area$120k - $150k
A top locally owned CPA and advisory services firm in Minneapolis has engaged with us to find a Tax Manager with experience in various business entities and high net worth clients. Caliber Recruiting Group partners with locally owned CPA and advisory firms that are progressive...High net worthFlexible hours$126.1k - $253k
...why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses... ...have or require complex estate and income tax planning and compliance. Our team of... ...achieve our clients’ goals. As a Tax Senior Manager, you will be responsible for the...High net worthFull timeWork experience placementInternshipLocal area$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring... ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong...High net worthWork at officeLocal area$150k - $250k
...to reach your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in... ...firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...High net worthFull timeLocal area$106k - $160k
...defining opportunity.ResponsibilitiesResponsibilities: Lead and manage tax compliance engagements in accordance with firm and... ...practicingRequires at 5+ years of job related experienceHigh Net Worth Individual tax experience requiredRequires prior accounting and...High net worthTemporary workLocal areaFlexible hours$120k - $160k
...details Hybrid Role - Focused on Individual Taxes and working for a innovative, cutting... ...candidate will be responsible for reviewing, managing, and signing individual tax returns,... ...communication and interpersonal abilities. High level of integrity and professionalism....High net worthRemote jobFull timeWork at officeLocal areaWork from homeFlexible hours- ...Description Job Description We are looking for an experienced Tax Manager to support a public accounting firm serving clients in... ...engagements, organize filings, and maintain efficient workflow during high-volume periods. • Support sales and use tax compliance by...Part timeSeasonal work
$110k - $140k
...Complex pass through business tax! This Jobot Job is hosted by:... ...Job Details Responsibilities Manage multiple and complex tax engagements... ..., positive attitude, and high ethical standards. Qualifications... ...and their associate high net worth owners. Strong interpersonal and...High net worthLocal areaRemote workFlexible hours$120k - $160k
...your goals. What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...High net worthFull timeWork at officeLocal area$160k - $200k
...the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax professional...High net worthFull timeLocal area- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...deliverables.Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$20 - $35 per hour
Commercial Roofing Company This Jobot Job is hosted by: Heather Burnach Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $20 - $35 per hour A bit about us: South Carolina branch is seeking a motivated individual...Hourly payLocal areaRemote workAll shifts- ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families,... ...other people with complicated tax and financial structures. The... ...planning.A Tax Senior Manager, Private Client Services (PCS)...High net worthPrivate practiceWork at office
- ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...each other.CLA is currently seeking a Tax Manager/Director - Individual & Trust to join... ...opportunities in this Manager/Director role:Review high net worth individual income tax returns and...High net worthFull timeWork at office
- Tax Central is Gradient Financial Group's dedicated tax planning and preparation division... ..., investors, small business owners, and high-net-worth clients with K-1s, rental properties,... ...— Roth conversion analysis, bracket management, RMD strategy, and estimated payment calculations...High net worthWork at officeRemote work
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring... ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte's Tax practice may...High net worthWork at officeLocal area$97k - $132k
...Description Join the Abdo team where your expertise makes a lasting impact. As a Tax Manager specializing in Trusts, Estates, and Individual Tax Services, you'll serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries, helping them navigate complex...High net worthTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours$95.4k - $180.4k
...Tax ManagerWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence... ...requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business. You'll advise clients on...Work experience placementInternshipLocal area
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