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.
$140k - $175k
...REMOTE + Complex pass through business tax with world-class clients! This... ...! Job Details We are seeking a highly motivated and experienced Remote Tax Manager to join our team. The ideal candidate... ...for S Corp, Partnerships and high net worth individuals. Experience supporting...High net worthLocal areaRemote workFlexible hours- ...excellent at what they do. BFJ’s mission is to make public accounting the career of choice in the financial industry. Tax Manager - High Net Worth This individual is responsible for organizing and managing client assignments and projects, including the completion of...High net worthTemporary workWork at office
$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- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... .... Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery...High net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Job Description Job Description The Tax Advisor Relationship Manager supports and provides tax preparation, review, and analysis for Stevens Foster’s high net worth and executive clients. This role assists in preparing individual, fiduciary, trust, estate, gift, and...High net worthFull timeWork at officeLocal areaImmediate startMonday to Friday
$182k - $250k
...Strategic Tax Expert: You bring deep expertise in complex tax planning... ...‑Focused Leader: You develop high‑performing teams through... ..., and client service for high‑net‑worth individuals and related entities... ...and professional development. Manage client and advisor...High net worthWork at officeLocal area- ...Tax Manager Augeo is seeking a Tax Manager to own day-to-day tax compliance across our multi-entity organization. The role is hands-on... ...large-dataset reconciliation). ~ Proven ability to manage a high volume of recurring deadlines across multiple entities and jurisdictions...Local area
$160k - $185k
...Title: Tax Manager, Mutual Funds Company: Investment Management / Asset Management Compensation: $160K - $185K base salary Location... ...with the ability to self-review work product and maintain a high level of accuracy ~ Excellent communication, analytical, and...For contractorsRemote work- ...We are seeking an Accounting Manager focused on tax to add to our team. Join us as we live out our core values, serving our communities as a trusted... .... The Manager plays a key leadership role in delivering high-quality tax services to our clients. This position is...Temporary workLive outWork at officeLocal areaMonday to FridayFlexible hours
$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$105k - $195k
## International Tax ManagerApply: Hybrid: St Louis Park, MN, US: Full time: Posted Today... ...skills, and the ability to effectively manage multiple projects simultaneously (prioritizing... ...manufacture, market, install and service high performance products and solutions that...Minimum wageFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours$150k - $200k
...compliance to lead the next chapter of its tax and accounting business. The firm is... ...integrated platform encompassing tax, wealth management, investment advisory and financial... ...Managing Director or Practice Leader is highly valued, as is experience with an RIA/wealth...High net worth$60 - $90 per hour
...Senior Tax Advisor (EA or CPA) Location: Shoreview, MN (Onsite Preferred,... ...About the Opportunity Our client, a highly regarded wealth management and financial planning firm, is... ...comprised of business owners, retirees, high-net-worth individuals, and families with...High net worthFull timeWork at office- ...CPA firm creates uncommon access to tax and business advisory expertise.... ...specialists, and other experts. High-touch client relationships. Serve high-net-worth families, business owners, executives... ...recommendations work together. Manage relationships with judgment. Anticipate...High net worth
- ...Tax Manager Opportunity A well-respected client is seeking a Tax Manager due to the growth in their firm. Are you an experienced individual with a knack for numbers? Then look no further, because we have the perfect opportunity for you! As a Tax Manager, you will...
$130k
...Our client is seeking an experienced Senior Tax Manager to lead complex tax engagements and provide strategic tax planning and consulting... ...Versique: /ver-seek/ adj. being both versatile and unique; n. a high-performance recruiting firm specializing in executive...Interim roleLocal areaImmediate startRemote workWork from homeFlexible hours$109k - $136k
...Tax Manager A typical day as a Tax Manager in Minneapolis, MN might include the following: Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries. Working with the tax team to...Local areaVisa sponsorship- ...Hey, tax pros. If you’ve spent a decade-plus doing tax work you’re proud of and want... ...entrepreneurial clients, we might be worth a conversation. Who We Are Humm Accounting... ...term, we’re building a team of tax managers, and each one chooses how large a book they...Full timeFor contractorsFlexible hoursShift work
$79.04k
...to payroll team members. Responsible for a high level of guest service as described in... ...standards. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage end-to-end payroll processing for all... ...wages, benefit deductions, garnishments, and tax withholdings Collaborate with Finance to...Hourly payWork at officeAll shiftsFlexible hours$250.25k - $305.86k
...of unique and multi-faceted concepts. Project and Budget Management: Initiate and approve projects to improve payroll efficiency and... ...and career growth. Mentor and coach team members to build a high-performing and motivated payroll team. Recognize and reward outstanding...Full timeContract workH1bRelocationFlexible hours- ...and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand... ...or equivalent experience. ~8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with...High net worth
- ...Fortune 100 companies, financial institutions, non-profits, and high-net-worth individuals. The firm operates with boldness, creativity,... ...participating in mediation, and communicating with clients Manage a caseload of commercial litigation matters pending in state...High net worthWork at officeRemote work
$100k
...for business owners and families, and working comfortably with high-net-worth individuals, this position is for you. We are looking for a... ...Strategize with Partner on how to build efficiencies in law firm management and growth Create wills, trusts, and powers of attorney...High net worthWork at office- ...Partnership Tax Senior Manager Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly... ...Duties & Responsibilities: Lead and conduct high-level review of complex partnership and passthrough tax engagements...Work at officeLocal area
- ...Description Oxford Financial Group is seeking Managing Directors in any of our offices.... ...them into solutions Responsible for highly organized practice management activities... ...knowledge of investment consulting and high net worth wealth planning techniques Proven...High net worthNight shift
$150k - $220k
...help each other grow in every aspect of life. Job Summary As a Tax Senior Manager , you'll lead complex corporate tax engagements, providing... ...and liquidations. Duties/Responsibilities Manage and conduct high level review of complex tax returns for our individual...Work at officeLocal area- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and...High net worth
- ...trusted accounting firm with 50 years of experience providing audit, tax, and advisory services to businesses across a variety of... ...Caring and Thoughtful | Get Things Done | Work with Purpose Tax Manager Position Summary The Tax Manager plays a critical role in overseeing...Full timeWork at officeLocal areaRemote work
$47 per hour
...attorney who values client relationships, solving complex problems for business owners and families, and working comfortably with high-net-worth individuals, this position is for you. We are looking for a highly engaging candidate with some knowledge of estate planning...High net worth
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