Senior Tax Advisor, Private Wealth
RWA Wealth Partners, LLC
RWA Wealth Partners is seeking a Private Wealth Senior Tax Associate to lead preparation and timely filing of complex individual and fiduciary returns in Newton, MA. You will analyze information to determine the lowest lawful tax burden and maintain client confidentiality while collaborating with advisers and trustees. The role requires five years of tax experience, CPA or MS in Taxation is a plus, and proficiency with tax software. #J-18808-Ljbffr RWA Wealth Partners, LLC
$110k - $140k
...for an accommodation or an alternative application process. Private Wealth Senior Tax Associate FullTime Newton, MA, US 3 days ago Requisition... ...client. The ability to maintain positive contact with clients, advisors, trustees, and client officials and to observe the...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursShift work- Simmons Bank seeks a Private Wealth professional to administer and optimize client accounts, coordinating with portfolio managers to ensure... ...for major relationships. You will work with clients, their advisors, and professionals to grow a robust trust and investment management...SeniorPrivate
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- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people...SeniorPrivate
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...their tax positions.In private tax at PwC, you will focus on... ...businesses.Growing as a strategic advisor, you leverage your influence,... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorPrivateFull timeH1bRemote work- ...bringing passion and customer focus to the business. This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager. Essential Duties and...SeniorPrivate
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...creative tax solutions. As a Senior Associate you will analyze complex... ...as tax technical business advisor- Demonstrating familiarity with CRM...SeniorFull timeH1b$86.5k - $164.5k
...RSM.Understanding the impact of existing tax laws is hard enough, and new legislation,... ...and interest abatements, missed election private letter ruling requests, IRS examinations,... ...procedure issues. Responsibilities: Assist senior professionals with IRS examinations, IRS...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area$116.25k - $159.64k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...is a great opportunity to be a valued advisor delivering tax and business advisory services... ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert...PrivateWork at officeLocal areaWorldwide- Take Your Tax Career Beyond Public Accounting Are you a tax professional... ..., partnering with external advisors and fund accounting teams from... ...firm; investment management, private equity, credit, or alternative... ..., work directly with senior professionals, and build experience...SeniorPrivate
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ..., now and in the future.As a Senior Manager, you'll work as part of a... ...complex problems- Serve as a strategic advisor, leveraging specialized knowledge...SeniorFull timeH1bLocal areaOverseas- UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with... ...candidate will have at least 7 years of experience in wealth management or private banking and will possess strong interpersonal...SeniorPrivate
$80k - $115k
...solutions in civil, environmental, structural, mechanical, electrical, and instrumentation engineering. Since 1993, weve helped public and private clients across the U.S. bring projects to lifeeverything from water and wastewater systems to full-scale site development. Located...SeniorPrivateLocal area- ...Senior Vice President, Head of Compliance About the Company... ...Financial Services Type Privately Held, Private Equity-backed... ...compliance function, serve as a key advisor to the Chief Risk Officer,... ...SEC, investment adviser, and wealth management regulations, and a...SeniorPrivate
- TwinThread is seeking a Private Banker in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service. Qualified candidates should possess a Bachelor...Private
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- ## Senior Client Advisor, Private BankApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted 30+ Days Agotime... ...or equivalent • At least 7 years of experience in wealth management, investment banking, asset management or private...SeniorPrivateOverseas
- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...portfolio management and fiduciary tax services, we deliver... .... Job Description The Senior Investment Manager manages... ...Committee. Consults with Wealth Advisors and/or Trust Officers (if...SeniorPrivateWorldwide
$70k - $90k
...leadership training. We provide on-the-job training that offers a wealth of varied experiences with a strong level of contact and... ...firm. Basic Purpose: Prepare and review Federal and State income tax returns. Must be an adaptable self-starter with ability to work...SeniorFull timeLocal areaRelocationMonday to FridayWeekend work$70k - $90k
...region, delivering tailored solutions across tax planning and compliance, audit and assurance, consulting, business outsourcing, and wealth services. Our team combines deep local... ...commitment to professional development Job Details Senior Tax Accountant Key Responsibilities...SeniorLocal areaRelocation package- ...| Position Type: Full Time | JOB TITLE: Senior Revenue Accountant – Upstream Oil & Gas Firm... ...Warwick Investment Group is a private equity firm focused on investing in real... ...regulatory reporting related to production taxes and/or government royalties. Process Improvement...SeniorPrivateFull time
$10 per hour
...Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be... ...strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new...SeniorPrivateWork experience placementWork at office- Forvis Mazars Wealth Advisors, LLC is offering a 10-week paid Wealth Advisor Intern program to support senior advisors working with high-net-worth families in the Private Client practice. Interns gain exposure to financial planning, portfolio management, and operations...InternshipPrivate practiceLocal area
- ...sourcing services to public and private companies of all sizes by... ...and detail‑oriented IT Audit Senior Associate to support the execution... ...leading professional services advisor to middle‑market businesses nationwide... ...and expertise in accounting, tax, advisory, benefits, insurance...SeniorPrivateWork experience placementWork at office
$88k - $110k
...relationships. You will ensure service quality while preparing complex financial reports. The ideal candidate has 5+ years of experience in private equity or public accounting, alongside a solid accounting degree. The role offers a hybrid work schedule, generous benefits, and a...SeniorPrivate- ...documentation, ensuring accuracy, and liaising with legal and compliance departments. Candidates should have 5-8 years of experience in Private Bank credit documentation and must demonstrate strong negotiation skills and independence in their work. UOB offers an inclusive...SeniorPrivate
- ...Senior Director & Head of Tax About the Company Innovative real estate crowdfunding platform Industry Investment Management Type Privately Held Founded 2010 Employees 201-500 Categories Investment Management Technology Internet...SeniorPrivateRemote workFlexible hours
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build trusted relationships and deliver tailored investment solutions, coordinating...
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