High Net Worth Tax Managing Director
Baker Tilly US
Baker Tilly US in California is seeking a High Net Worth Tax Managing Director to lead a growing private wealth practice. You will guide complex gift, estate and succession planning for executives, business owners and family offices while managing engagements and developing new client opportunities. Eight+ years in tax, CPA or JD required, with supervisory leadership experience. Travel as needed; you will mentor staff and collaborate with firm leadership to uphold the highest professional #J-18808-Ljbffr Baker Tilly US
$201.81k - $382.6k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...compliance and consulting services to high-net-worth individuals, multi-generational affluent... ...applying them to complex situations Manage client engagement staffing, billings/...High net worthLocal areaWorldwide$172k - $227k
...questions that lead to innovation. As a Tax Director within BPM's Private Client Services (... ...you will serve as a strategic advisor to high-net-worth individuals, multi-generational... ...variety of entities and industries.Able to manage multiple complex projects and deliver in...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$130k - $140k
Folsom, CaliforniaActively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software.We are an independent investment financial advisory firm that specializes in retirement planning...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours$110k - $170k
...only client base of centimillionaires and high-net-worth individuals with a reputation for... ...CPAs thrive here Focused on domestic tax (no international entanglements) Transparent... ...This isn’t just another Tax Manager position. It’s a rare opportunity to join...High net worthFull time$140k - $175k
...Tax Manager - Hybrid Complex pass through business tax with world-class clients! This Jobot... ...Education! Job Details We are seeking a highly motivated and experienced Remote Tax Manager... ...for S Corp, Partnerships and high net worth individuals. Experience supporting clients...High net worthLocal areaRemote workFlexible hours$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...High net worthFull timeH1bRemote work- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ...each other.CLA is currently seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role...Full time
$90k - $150k
...foreign entities, has engaged us to bring them a Tax Manager. This position reports to the Tax Director who we have known for many years. The company is located... ...will have the unique opportunity to manage the High Net-Worth Individual tax returns, planning and research for...High net worthFull timeLocal areaRemote work$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting... ...best selves. Our goal is to balance high development with high performance in... ...compliance and planning services to high-net-worth individual clients and privately-held...High net worthImmediate startFlexible hours$128k - $168k
...selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices,...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately 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, equity...High net worthFull timeH1b$115k - $150k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with... ...Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and... ...) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits...High net worthWork at officeLocal area$165k - $400k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ...other. CLA is currently seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role...- ...thought leadership across various donor segments, including high-net-worth individuals, strategic foundations, and institutions. This role... ...feedback in a proactive and iterative manner. Hiring Manager Title CEO Functions Marketing Sales/Revenue Business...High net worth
$130k - $160k
Job Title: Tax ManagerLocation: Sacramento, CAHours: Full-TimeWork Model: HybridBase Salary Range: $130,000 to $160,000/year (Based... ...more. Due to our growth, we are looking for an experienced Tax Manager to come join our team. You will be working on a variety of our clients...High net worthTemporary workSummer work- We are looking for an accomplished tax leader to join a growing organization in the Greater... ...create a scalable tax infrastructure.• Manage capacity planning, scheduling, and quality... ...standards to balance workload and maintain high service levels.• Build trusted...Immediate start
- ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...looking for a Tax Manageror Director to support our tax practice!How... ...create opportunities in this Tax Manager/Director role: Consult with... ...you’re ready to join a team of high-performing people.You have a...Full time
- ...After Five Years of ServiceRyan is growing our Federal Income Tax Consulting practice—focused on Accounting for Income Taxes... ...the U.S. We’re seeking exceptional professionals at the Director and/or Senior Manager levels who are currently working in public accounting and...Full timeFlexible hours
$150k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelDirectorJob... ...& SummaryThe OpportunityAs a Tax Director - Global Information Reporting, you will... ...Detroit; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston;...Full timeH1b$215k - $390k
...year Associate in the U.S. State and Local Tax (SALT) Practice of our Sacramento or San... ...; and private individuals, including high net worth individuals. Given our team’s diverse backgrounds... .... Additionally, we counsel senior management and business owners on tax issues...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours- ...Tax Manager (CPA) Position Overview We are seeking an experienced Certified Public Accountant (CPA) to join our team as a Tax... ...is detail-oriented, client-focused, and committed to delivering high-quality tax and advisory services. Key Responsibilities...Local areaImmediate startFlexible hours
- ...A bit about us: Join a highly respected advisory firm that has... ...client base navigate complex tax, accounting, and business challenges... ...a Tax Senior, you will: 1. Manage multiple and complex tax... ...entities and their associated high net worth owners. 6. Strong...High net worthLocal area
$165k - $400k
...CLA is seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role leads a team of tax and industry professionals to deliver tax compliance and consulting services, while actively developing new business and expanding services...- ...about the chemistry field Industry Non-Profit Organization Management Type Non Profit Founded 1876 Employees 1001-50... ...be responsible for maintaining a select portfolio of ultra-high-net-worth and high-net-worth donors, directly engaging in all aspects...High net worthRemote workAfternoon shift
- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting and advisory firm in the US; now,... ...commitment to quality and the timely completion of projects ~ Highly developed software and Microsoft Suite skills ~ Eligibility...Local area
$39.2k - $72.9k
...business policies. While working alongside a Client Advisor Manager or Client Advisor, you will quote coverage via carrier websites... .../or prior insurance experience Previous experience servicing High Net Worth Clientele Proficiency in the daily use of carrier websites...High net worthMinimum wageWork at officeLocal areaFlexible hoursNight shift$150k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance... ...in financial services- Leading project management initiatives in banking and capital...Full timeH1b$155.71k - $426.42k
...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...as we are, join our team. KPMG is currently seeking a Managing Director to join our Business Tax Services practice. Responsibilities:Play...Local area$155k - $410k
...related to human resources, talent management, and organisational... ...standards (e.g. refer to specific PwC tax and audit guidance) the Firm's... ...of trust and innovation. As a Director, you will demonstrate thought... ...; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX...Full timeTemporary workH1b- ...firm in Sacramento is currently seeking a highly engaged and forward-thinking Senior... ...preparing and submitting quarterly sales tax returns, annual property tax returns, and... ...consulting services to small businesses and high net worth individuals. Company Description...High net worthWork at office
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