Tax Advisory Manager Private Clients
William Buck
Are you looking for a tax role that's more than just compliance? William Buck, more than advisors We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'just-right' model – a top-tier firm that's perfectly sized to ensure every employee has a tangible impact. As one of Australia's most respected accounting and advisory firms, we're known for helping privately owned businesses, family groups and entrepreneurs achieve their goals. As our Tax Advisory Group continues to grow, we're looking for a Tax Advisory Manager or Senior Manager to join our Melbourne team and help clients navigate increasingly complex tax and business challenges. Description of the role We're seeking an experienced Tax Advisory Manager / Senior Manager – Private Clients & Family Groups to join our Melbourne Tax Advisory team. In this role, you'll work closely with business owners, family groups and high-net-worth individuals on complex tax advisory matters including restructures, succession planning, intergenerational wealth transfer, asset protection and strategic business planning. You'll help clients understand evolving tax legislation, assess the impact on their structures and implement practical solutions aligned to their commercial and family objectives. What makes you ‘just right’ CA, CTA, Master of Tax or equivalent qualification preferred. 5+ years' experience in tax advisory for private clients within a Big 4, mid-tier or specialist tax consulting firm. Strong technical expertise across private groups taxation, trusts, Division 7A and small business CGT concessions. Experience advising business owners, family groups and high-net-worth individuals. Excellent interpersonal, communication and relationship management skills. Proven project management capability and client engagement experience. What your day might look like Advising privately owned businesses and family groups on restructures, succession planning, trust taxation and governance strategies while helping clients respond to evolving legislation and ATO guidance. Leading advisory projects from planning through to implementation, managing ATO reviews, mentoring junior team members and collaborating with Partners and colleagues to deliver practical outcomes. Building trusted relationships with clients and enjoying the culture that comes from working with a collaborative, high-performing team. What makes us ‘just right’ Diverse and interesting private client portfolio. Significant client contact and advisory responsibility. Genuine partnership pathway for the right candidate. Flexible working arrangements that support work-life balance. Supportive and collaborative team culture. Ongoing professional development and technical learning opportunities. Direct access to Partners and senior leadership. More about us William Buck is a leading network of Chartered Accountants and Advisors, established in 1895, with over 150 Partners and 1,200 professional staff across 10 offices in Australia and New Zealand. We focus on deeply understanding our clients' needs and delivering tailored solutions that go beyond traditional accounting and advisory services. If you want to join a company where friendships are forged and careers are made, come on over to a place that's delivering more than just advice. William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated and everyone feels valued. Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you require any reasonable adjustments to participate fully in our recruitment process. #J-18808-Ljbffr William Buck
- William Buck is seeking a Tax Advisory Manager or Senior Manager to join our Melbourne Tax Advisory team. You will work closely with business... ...partner with senior leaders to deliver practical, compliant solutions aligned to client objectives. #J-18808-Ljbffr William BuckPrivate client
- ...Group in Minnetonka, MN is seeking a Tax Manager to join our Tax Services Department... ...deliver proactive tax planning, advisory services, and compliant work for high... ...individuals and Family Office clients. Collaborating with Private Wealth Advisors in a highly collaborative...SuggestedWork at office
- ...quality provider of wealth management services to those... ...impact we have on our clients' financial lives. Consistently... ...The Bahnsen Group is a private wealth management firm... ...running and added a Tax Services department,... ...proactive planning, thoughtful advisory services, and...SuggestedFull timeWork at office
$125k - $200k
...Director, Tax Manager Salary Range $125,000.00 - $200,000.00 Salary... ...Cresset is a firm built by clients, for clients. As an independent... ...winning multi-family office and private investment firm, we are... ...providing strategic tax planning and advisory support. This position is...SuggestedInternshipWork at officeLocal area$110k - $130k
...Job Description Job Description Tax Manager Opportunity with Olsen Thielen: Grow Your Career... ...: Based in Minnesota, we proudly serve clients across the Twin Cities and beyond,... ...department videos for a closer look at Client Advisory Services, Tax, and Audit opportunities!...SuggestedWork at officeLocal area$112.7k - $193.2k
...professional to step into a highly visible advisory role where accounting expertise directly... ...to M&A, controllership, treasury, tax, legal and moreBuild a career path that combines... ...projects end-to-end Proven ability to manage competing priorities and to meet tight deadlinesProven...Minimum wageFull timeWork experience placementWork at officeLocal area$130k - $160k
...deadlines, and high-volume client work? This is a rare... ...ownership of complex tax planning and compliance... ...wealth planning, investment management, tax, insurance, and... ...(1065), and Private Foundation (990-PF) returns... ...Planning, Projections & Advisory Execute proactive income...Work at office3 days per week- ...Tax Manager We are looking for a skilled and client-focused Tax Manager to join our team as a key leader. The Tax Manager is responsible for the review... ...Boulay Departments (most typically audit and accounting advisory) to effectively accomplish projects and tasks....
$75k - $100k
...Associate, Private Wealth Client Services Minnetonka Office - Minnetonka,... ...exposure to all aspects of wealth management. This role is ideal for... ...to grow into a broader advisory capacity. Key Responsibilities... ...documentation, including tax and legal materials Partner...Private clientFull timeTemporary workWork at officeLocal area$90k - $110k
...Associate Director, Private Wealth Client Services Minnetonka Office - Minnetonka, MN 55402 Overview... ...Services with 5+ years of experience managing the administrative and private banking... ...CPA's and attorneys (FO) Manage tax document facilitation with client CPA's...Private clientFull timeTemporary workWork at officeLocal area$210k - $270k
...OVERVIEW Cercano Management LLC (“Cercano”) is an SEC... ...ultra-high net worth clients and the entities associated... ...of venture capital, private equity, private credit,... ...The Director of Tax provides firmwide tax leadership... ...across the investment advisory and investment...Work at officeLocal areaFlexible hours- DescriptionWe are looking for an experienced Tax Manager. This role is ideal for a tax specialist who can oversee complex compliance work, provide practical guidance to clients, and support a growing portfolio of business and individual accounts. The position also offers...
$138k - $165k
...customers create products and capture moments that reflect who they uniquely are.We are seeking a highly skilled and detail-oriented Tax Manager lead key income tax processes, including provision and compliance, and serve as a primary reviewer to ensure accuracy,...Local area$140k - $160k
...Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier... ...-thinking strategies around income tax, estate planning, charitable giving... ...opportunity for an experienced Tax Manager or Director who’s ready to move beyond...Work at officeRemote work3 days per week$75k - $100k
...ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes....Private client- ...Tax Manager, Cargill Global Tax & Customs The Global Tax & Customs function employs approximately 200 professionals. The function is headquartered in Wayzata, Minnesota. Sixty U.S. tax professionals work at the headquarter offices. Other tax professionals are located...Work at office
- ...that shares your passion for helping others. Join us to start Caring. Connecting. Growing together. As State Income/Franchise Tax Controversy Manager, you will manage the day-to-day aspects of state tax audits, appeals, litigation and other controversies with state taxing...Remote job
- Avior Wealth Management LLC in Minnetonka, MN, seeks a Senior Manager for Avior Tax & Accounting to lead high‑impact tax engagements and provide strategic planning for... ...tax guidance, stay current on laws, and support client relationships through #J-18808-Ljbffr Avior Wealth...
$110k - $165k
Overview Boulay is currently looking for an Audit Manager (Quality Review) who will be responsible for managing technical accounting... ...'s risk. Responsibilities Review financial statements of private company clients, as well as SEC issuer filings for compliance with...Private clientRemote workWork from homeFlexible hours- Procare HR is seeking a Payroll Account Manager for a remote role. You will manage payroll processes, act as the main client contact for payroll inquiries, and ensure accuracy, timeliness, and compliance while building positive relationships. Ideal candidates have an Associate...Remote job
$19 - $24 per hour
...implement process improvement Any additional tasks assigned by management Full Time Benefits & Perks Include: ~ Medical,... ...pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through...Hourly payFull timeWork at officeRelocation package- Carlson Inc in Minnetonka is seeking a senior tax professional to own end-to-end compliance and planning for a multi-generational family... ...; it’s a high-trust, high-accountability role with long-term client engagement and collaboration with internal and external advisors...Work at office
- Boulay is seeking an Assurance Manager to lead audit, review, and attestation engagements for a diverse client base in the Twin Cities metro area. You will oversee engagement teams, review financial reporting processes, and mentor staff while maintaining high-quality client...
- JPMorgan Chase is seeking a Private Client Banker located in Eden Prairie, Minnesota. In this role, you will serve as the primary contact... ...ideal candidate will have a strong background in relationship management and financial services, with over a year of direct Branch...Private client
$159.3k - $273.2k
...experience in the accounting and finance re-engineering and/or advisory services in the accounting and finance spaceMust possess one of... ...following:o Six Sigma Black Belto Master Black Belto Big 4 Senior Manager experience in the AI re-engineering space2+ years of AI re-...Minimum wageFull timeWork experience placementLocal areaRemote work$91.7k - $163.7k
...governance processes within the broader UHG Internal Audit and Advisory Services (IAAS) team. This position assists with the scoping,... ...external auditors and regulatory examiners, as well as executive management of the organization.This position follows a hybrid schedule...Minimum wageFull timeWork experience placementWork at officeLocal areaShift work- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the... ...boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead...Full timeRemote workFlexible hours
- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the... ...culture of a boutique environment. The firm serves a diverse client base and is seeking a Tax Manager (CPA) to join their team and...Full timeRemote workFlexible hours
$91.7k - $163.7k
...to enable Internal Audit with data driven insights and a risk management framework, increasing the scope and depth of risk monitoring across... ...accordance with IIA audit standards and the Internal Audit & Advisory Services CharterExecutes Internal Audit's segment specific...Minimum wageFull timeWork experience placementLocal area$112.7k - $193.2k
...Senior Capability Manager Optum is a global organization that delivers care, aided by technology to help millions of people live healthier... ...Manager is responsible for leading the strategic alignment of client implementation activities with RxClaim intake, prioritization,...Remote jobMinimum wageFull timeWork experience placementWork at officeLocal area
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