Tax Advisory Manager — Private Clients & Family Groups
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 owners, family groups and high-net-worth individuals on complex tax matters, including restructures, succession planning and wealth transfer. You will lead advisory projects, mentor junior staff and partner with senior leaders to deliver practical, compliant solutions aligned to client objectives. #J-18808-Ljbffr William Buck
- Are you looking for a tax role that's more than... ...accounting and advisory firms, we're known for helping privately owned businesses, family groups and entrepreneurs achieve... ...looking for a Tax Advisory Manager or Senior Manager to... ...team and help clients navigate increasingly...Private clientFlexible hours
- The Bahnsen Group in Minnetonka, MN is seeking a Tax Manager to join our Tax Services Department in-office... ...proactive tax planning, advisory services, and compliant work... ...-net-worth individuals and Family Office clients. Collaborating with Private Wealth Advisors in a highly...SuggestedWork at office
$130k - $160k
..., and high-volume client work? This is a rare... ...of complex tax planning and compliance... ...multi-generational family. This is not a... ...planning, investment management, tax, insurance, and... ...(1065), and Private Foundation (990-PF... ...Planning, Projections & Advisory Execute proactive...SuggestedWork at office3 days per week- ...At the Bahnsen Group, our vision is... ...provider of wealth management services to... ...we have on our clients' financial lives... ...Bahnsen Group is a private wealth... ...running and added a Tax Services department... ...comprehensive Family Office offering... ..., thoughtful advisory services, and...SuggestedFull timeWork at office
$75k - $100k
...Associate, Private Wealth Client Services Minnetonka... ...award-winning multi-family office and... ...serving a select group of high-net-worth... ...aspects of wealth management. This role is... ...grow into a broader advisory capacity. Key... ...documentation, including tax and legal...Private clientFull timeTemporary workWork at officeLocal area- Carlson Inc in Minnetonka is seeking a senior tax professional to own end-to-end compliance and planning for a multi-generational family. This is not high-volume work; it’s a high-... ..., high-accountability role with long-term client engagement and collaboration with internal...Work at office
$210k - $270k
...OVERVIEW Cercano Management LLC (“Cercano”)... ...high net worth clients and the... ...clients, such as a family foundation.... ...venture capital, private equity, private... ...Director of Tax provides firmwide... ...the investment advisory and investment... ...throughout operational groups and with...Work at officeLocal areaFlexible hours$125k - $200k
...Director, Tax Manager Salary Range $125,000.00 - $200,000.00... ...Cresset is a firm built by clients, for clients. As an independent... ..., award-winning multi-family office and private investment firm, we are... ...strategic tax planning and advisory support. This position is...InternshipWork at officeLocal area$112.7k - $193.2k
...UnitedHealth GroupUnitedHealth Group is a health care and well-... ...to step into a highly visible advisory role where accounting expertise... ...&A, controllership, treasury, tax, legal and moreBuild a career... ...end-to-end Proven ability to manage competing priorities and to meet...Minimum wageFull timeWork experience placementWork at officeLocal area$90k - $110k
...Associate Director, Private Wealth Client Services Minnetonka Office - Minnetonka... ..., award-winning multi-family office and private investment... ...with 5+ years of experience managing the administrative and... ...and attorneys (FO) Manage tax document facilitation with client...Private clientFull timeTemporary workWork at officeLocal area$138k - $165k
...is extraordinary power in the self-expression. That’s why our family of brands helps customers create products and capture moments... ...uniquely are.We are seeking a highly skilled and detail-oriented Tax Manager lead key income tax processes, including provision and...Local area$140k - $160k
...Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with... ...-worth individuals and families—many of whom span... ...strategies around income tax, estate planning, charitable... ...for an experienced Tax Manager or Director who’s ready...Work at officeRemote work3 days per week$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!...Work at officeLocal area$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... ...opening for a Tax Manager within the U.S.-based International Group. The International Group is currently comprised of 20 U.S....Work at office
- ...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....
- UnitedHealth Group is a health care and well-being company that’s dedicated to improving the health outcomes of millions around... .... Connecting. Growing together. As State Income/Franchise Tax Controversy Manager, you will manage the day-to-day aspects of state tax audits,...Remote job
$19 - $24 per hour
...improvement Any additional tasks assigned by management Full Time Benefits & Perks Include:... ...producing remarkable results for our clients. Messerli Kramer serves individuals... ...individuals seeking divorce and family law or estate planning services. Our clients...Hourly payFull timeWork at officeRelocation package- 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...
$159.3k - $273.2k
...accounting and finance re-engineering and/or advisory services in the accounting and finance... ...Belto Master Black Belto Big 4 Senior Manager experience in the AI re-engineering space... ...will be required to adhere to UnitedHealth Group's Telecommuter Policy.Pay is based on several...Minimum wageFull timeWork experience placementLocal areaRemote work- JPMorgan Chase is seeking a Private Client Banker located in Eden Prairie, Minnesota. In this... ...serve as the primary contact for a select group of affluent clients, ensuring their... ...have a strong background in relationship management and financial services, with over a...Private client
$91.7k - $163.7k
...FinanceCompany: UnitedHealth GroupUnitedHealth Group is a health care and well-being company... ...the broader UHG Internal Audit and Advisory Services (IAAS) team. This position... ...regulatory examiners, as well as executive management of the organization.This position follows...Minimum wageFull timeWork experience placementWork at officeLocal areaShift work$26 - $30 per hour
...and proudly serves public and private sector clients through its Construction and... ...: Ensure you and your family receive the services and... ...and partnerships with Veteran groups, to ensure we are building with... .... Operate responsibly by managing risk, safety, and...Private clientHourly payPermanent employmentFull timeWork at officeAfternoon shift$91.7k - $163.7k
...FinanceCompany: UnitedHealth GroupUnitedHealth Group is a health care and well-being company... ...with data driven insights and a risk management framework, increasing the scope and... ...audit standards and the Internal Audit & Advisory Services CharterExecutes Internal Audit'...Minimum wageFull timeWork experience placementLocal area$112.7k - $193.2k
...Senior Capability Manager Optum is a global organization that delivers care, aided by... ...responsible for leading the strategic alignment of client implementation activities with RxClaim... ...be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on...Remote jobMinimum wageFull timeWork experience placementWork at officeLocal area$21 - $35 per hour
...Haven Homes , a Cassia community, is hiring a Business Office Manager/ Payroll to join our team in Maple Plain, MN. In this role,... ...with free confidential counseling/coaching for self and family members About Us: Haven Homes moved into a premier 149-unit...Full timeWork at office- The Bernard Group, Inc. is seeking a Project Manager to oversee high-value custom print projects in Chanhassen, Minnesota. This role involves managing... ...tasks from concept through delivery, ensuring quality and client satisfaction. The ideal candidate has a college degree...Flexible hours
$90k - $120k
...Wealth Planner The Carlson Family Office is seeking a full-time... ...partner with colleagues across tax, investment, accounting, and other... ...thoughtful analysis, and help clients achieve their personal and... ...technical expertise with relationship management and is excited to grow in a...Full timeWork at officeWork from homeFlexible hours3 days per week$25 - $31 per hour
...full-time or part-time Client Accounting Specialist to... ...coordination, sales tax workflows, budgeting, nonprofit... .... Key Responsibilities Manage recurring weekly and... ...from The Table Group. C² is particularly looking... ...beneficial to you, your family, your career, and C² Accounting...Hourly payFull timePart timeWork at officeImmediate start$112.7k - $193.2k
...team that serves as a critical bridge across Account Management, Operations, Implementation, Product, and client stakeholders to drive operational readiness, issue... ...will be required to adhere to UnitedHealth Group's Telecommuter PolicyPay is based on several factors...Minimum wageFull timeWork experience placementSeasonal workLocal areaRemote work
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