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 growing Tax Services Department... ...planning, thoughtful advisory services, and technically... ...-worth individuals and Family Office clients. You will collaborate with Private Wealth Advisors, participate...SuggestedFull timeWork at office
$130k - $160k
...services. We serve public and private clients throughout the country with... ...experienced and driven Traffic Group Lead to grow and lead a team... ...projects. In this role, you’ll manage project development from... ...covered under Minnesota Paid Family & Medical Leave (PFML), providing...Private clientFull timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours- 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
...seeking an Associate, Private Wealth Client Services to support... ...serving a select group of high‑net‑worth families. This individual... ...aspects of wealth management. This role is ideal... ...grow into a broader advisory capacity. Key Responsibilities... ..., including tax and legal materials...Private clientFull timeTemporary workWork at officeLocal area$210k - $270k
...OVERVIEW Cercano Management LLC ("Cercano")... ...high net worth clients and the... ...clients, such as a family foundation. Cercano... ...capital, private equity, private... ...The Director of Tax provides firmwide... ...the investment advisory and investment... ...throughout operational groups and with...Work at officeLocal areaFlexible hours- Cercano Management LLC seeks a Director of Tax to lead firmwide tax strategy across the investment advisory and investment management platforms. Based in Wayzata, MN or Bellevue, WA, you will guide tax governance for families, foundations, and funds, partnering with Finance...Work at office
$75k - $105k
...developing wealth management strategies? Does financial... ...advisors in client conversations,... ...worth individuals and families meet their... ...collaborative team, Private Wealth Management... ...the most desirable groups to work with in the... ...Category: Client advisory / Relationship management...Full timeFlexible hours$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
...Tax Manager Opportunity with Olsen Thielen: Grow Your Career with a Firm That Invests in You... ...: Based in Minnesota, we proudly serve clients across the Twin Cities and beyond, operating... ...videos for a closer look at Client Advisory Services, Tax, and Audit opportunities!...Work at officeLocal area- ...Tax ManagerWe 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 of tax returns... ...Departments (most typically audit and accounting advisory) to effectively accomplish projects and tasks....
- ...excellent communication, organization, and time management skills. You will play a key role in managing client engagements, reviewing complex tax work, and mentoring staff while... ...tax planning, projections, and strategic advisory services to clients • Oversee preparation...
- ...Tax Manager, Cargill Global Tax & CustomsThe 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. tax...Work at office
$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- 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
- We 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 the opportunity...
$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$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$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$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- 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
$26 - $30 per hour
...and proudly serves public and private sector clients through its Construction and... ...we: Ensure you and your family receive the services and benefits... ...partnerships with Veteran groups, to ensure we are building... ...culture. Operate responsibly by managing risk, safety, and...Private clientHourly payPermanent employmentFull timeWork at officeAfternoon shift- Company Description The Oak Ridge Financial Group, Inc. is an independent, full-service financial services firm that provides Private Client and Investment Banking services to individual, institutional, and corporate clients. The firm focuses on building long-term relationships...Private clientFull timeWork at office
$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- 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...
$159.3k - $273.2k
...strategic relationship management for a pool of large,... ...strategically important Provider clients - typically... ...mentor within the role family, helping to elevate standards... ..., consulting, or advisory services8+ years... ...adhere to UnitedHealth Group's Telecommuter PolicyPay...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work$90k - $130k
...attend in person key business, client, and project related meetings,... ...services to public and private clients. Key responsibilities... ...on projects with other project managers. Essential Tasks And Duties Preparing... ...enthusiasm. Apex Engineering Group believes that every employee plays...Private clientTemporary workWork at officeRemote workFlexible hours$45 - $55 per hour
...environmental services. We serve public and private clients throughout the country with office... ...design, culvert design, and stormwater management systems Serve as a technical lead for MnDOT... ...will be covered under Minnesota Paid Family & Medical Leave (PFML), providing paid,...Private clientHourly payFull timeTemporary workWork at officeFlexible hours- ...Senior Tax AssociateCAPTRUST is seeking a Senior Tax Associate... ...members to provide high net worth families, individuals, and their... ...compliance and consulting, and wealth management services. The Senior Tax... ...to the team's efforts in all client relations including planning,...Local area
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