Wealth Tax Senior: Strategic Compliance & Planning
CyberCoders
CyberCoders is seeking a Tax Senior to enhance its wealth management team in Rockville, Maryland. This role emphasizes collaborative wealth preservation strategies and involves preparing complex tax returns for high-net-worth clients, multi-generational families, trusts, and closely held businesses. The ideal candidate has a Bachelor's degree, CPA or EA credentials, and 3-5 years of relevant experience. The position includes a competitive salary with performance bonuses, exceptional work-life balance, and support for professional growth. #J-18808-Ljbffr CyberCoders
- The Senior Director, Jewish Community Foundation plays a strategic and operational leadership role... ...charitable gift planning and donor advised... ...navigate complex tax laws and estate planning... ...and regulatory compliance. Advise and help... ...attorneys, wealth managers, CPAs, and...SeniorTax
$110k - $175k
...Australia-Employment in Rockville, MD is seeking a Tax Supervisor / Tax Manager to join their dynamic team. This role offers a competitive... ...10,000 to $175,000 per year and is focused on providing tax and wealth management services. The firm values integrity and offers a...SeniorTax- ...TryApplyNow is seeking a Lead Product Manager for AI & Strategic Initiatives, located in Rockville, Maryland. This contract role involves overseeing the product lifecycle from planning to execution and requires collaboration with various stakeholders to develop and prioritize...SeniorContract work
- ...organization in Rockville, MD is looking for a Senior Director to lead the Jewish Community... ...successful candidate will implement strategic plans to increase donor relationships, manage... ...-net-worth individuals while upholding compliance with charitable regulations. This role...Senior
- ...Director of Financial Planning & Wealth Management Full time |... ...This role is ideal for a senior financial planning... ...while helping shape the strategic direction of the... ...implement retirement, tax, and risk management strategies... ...management Maintain compliance and documentation...TaxFull timeWork at officeFlexible hours
- Carlsbad Tech is looking for a Tax Senior in Rockville, MD, with expertise in handling individual, corporate, and partnership tax returns. This role offers flexibility with in-office, hybrid, or remote work options. The ideal candidate will have a Bachelor's Degree, 3...SeniorTaxRemote jobWork at officeFlexible hours
$80k - $95k
...Senior Tax Operations Associate ISS STOXX is seeking a Senior Tax Operations Associate... ...reporting, tax provision support, tax compliance activities, and tax filings across US and... ...issue resolution. Support tax planning initiatives and ad-hoc U.S. income tax...SeniorTaxLocal area- ...Senior Director, Corporate Counsel Financial Services... ...activities and strategic initiatives. Specifically... ...with the CFO and tax counsel, provide guidance... ...CHRO on employment, compliance, and other corporate matters... ...detail. Excellent planning, organizational and...SeniorTaxImmediate start
- ...Walker Bowen Talent Partners is seeking a Director of Financial Planning & Wealth Management in Chevy Chase, MD. This onsite role offers flexible scheduling and the opportunity to build a client-centered financial planning platform. The ideal candidate has over 7 years...SeniorFlexible hours
- ...Strategic Account Manager About the Company Guardian Fire Protection... ...Develop strategic account plans for each assigned client,... ...to guide customers on compliance, operational efficiency, and... ...Life and AD&D insurance ~ Pre-tax accounts for health and dependent...TaxContract workTemporary workWork at officeLocal area
- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning. You will ensure compliance with KYC/AML regulations and effectively manage client interactions to provide a positive...Senior
$88.9k - $128.4k
...transfer pricing policies and procedures, preparation of compliance documentation for U.S. or foreign jurisdictions,... ...review of transfer pricing processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations,...SeniorTaxWork experience placementWork at officeLocal area$80k - $95k
...#BrilliantTogether ISS STOXX is seeking a Senior Tax Operations Associate to support the U.S... ...reporting, tax provision support, tax compliance activities, and tax filings across US... ...issue resolution. Support tax planning initiatives and ad-hoc U.S. income tax...SeniorTaxLocal areaWorldwideFlexible hours- A leading satellite communications company seeks an experienced Senior Financial Planning Manager to lead the financial planning cycle, drive operational efficiency, and provide strategic insights to support executive decision-making. The role demands strong analytical...SeniorWork at office3 days per week
$133k - $180k
...Senior Treasury Operations Manager Location: Silver... ...subject‑matter expert and strategic resource within the... ..., and liquidity planning across the company and... ...assessments and 1940 Act compliance calculations. Maintain... ...incorporating inputs from FP&A, Tax, Accounting and AP,...SeniorTaxTemporary workWork at officeLocal areaRelocation package3 days per week$100k
...Senior Wealth Advisor The Baldwin Group Wealth Advisors, LLC is an independent... ...RIA firm offering financial planning and investment advice for... ...accumulation, insurance, tax-aware strategies, and estate... ...Adhere to fiduciary standards, compliance policies, and documentation...SeniorTaxContract work- A global professional services firm is seeking a Senior in Indirect Tax to advise on tax regulatory changes and support compliance for various clients. This role involves analyzing complex tax operations and identifying optimization opportunities. Candidates should have...SeniorTax
- A prominent CPA firm in Maryland seeks a skilled Senior Tax Accountant to provide tax planning and compliance for high-net-worth clients. This role involves managing client engagements, resolving tax issues, and offering business development insights. The ideal candidate...SeniorTax
$40 per hour
...supplier diversity, and responsible sourcing goals. As a Senior Manager, FF&E Strategic Sourcing, you will support the team in partnering with all... ...and other internal and external partners to guide the planning, development, implementation, and ongoing maintenance of...SeniorWork at officeWorldwideNight shift- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full... ...contribute to the firm’s continued strategic growth. This is an outstanding opportunity... ...individuals Provide strategic tax planning and compliance services , identifying opportunities...SeniorTaxFull timeRemote workFlexible hours
$123k - $185k
...this role is your next step. This Senior Manager role requires a unique blend of strategic business sense, strong attention... ...Curate Bespoke Experiences: Plan and execute a premium portfolio... ...managing shared goals and co-marketing compliance. Qualifications Minimum...SeniorTemporary workWork experience placementLocal area3 days per week$231.1k - $363.1k
...Build, lead, and develop a high‑impact Strategic Customer Engagements team; set clear objectives... ...improvement. Strategic Growth Planning: Architect multi‑year strategic engagement... ...President, Executive Leadership Team, and other senior leaders; deliver precise, timely...SeniorFor contractorsRelocation packageShift work- ...leading global professional services firm is seeking a Senior Manager for International Tax Advisory to guide clients on complex tax operations. This... ...CPA license, and around eight years of experience in tax planning and consulting. Join this dynamic environment where you...SeniorTax
$95k - $120k
Job Title: Tax Senior Position Overview We are seeking a Tax Senior to join our premier wealth management firm. You will work alongside financial advisors and... ...estate planners to deliver integrated tax compliance and sophisticated planning strategies. This role is highly...SeniorTax- ...Leadership Team and provides strategic and operational... ...integrity, regulatory compliance, and efficient administrative... ...long-term strategic planning and drives financial... ...strategic advisor to senior leadership on... ...organizational decisions Audit, Tax & Regulatory...TaxLocal area
$147.4k - $336.8k
...Country The opportunity Our tax function is constantly evolving... ...day for a Real Estate Tax Senior Manager - so you're likely to... ...your time on a variety of tax planning projects, responsibilities and... ...partnership allocations, tax compliance, due diligence, acquisition/...SeniorTaxSummer holidayFlexible hours$90 - $110 per hour
...Columbus Technologies and Services Inc. is a strategic supplier and business partner to the... ...and developing future strategic plans. Prepares and provides educational materials... ...organizational and time management skills Research conduct and compliance Writing #J-18808-Ljbffr...SeniorFull time$64k - $72.07k
...is exempt from federal income tax under section 501(c)(4) of the... ...Department and/or other departments. Strategic Work with Organizers Support... ...education materials, and plan and implement “Train the Trainer... ...reasonable accommodations in compliance with the Americans with...TaxPermanent employmentFull timeTemporary workPart timeInternshipLocal areaImmediate start$70k - $90k
...Rockville, MD, specializing in personalized tax planning, compliance, and financial advisory services for... ...and state regulations, and provide strategic tax planning advice. The ideal... ...audits, and resolutions Collaborate with senior staff on tax planning strategies (e.g....Tax$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location... ...returns, income tax planning for high‑net‑worth... ..., partnership tax compliance, and S Corp tax compliance... ...for success A strategic eye toward prioritizing... ...understanding of estate and wealth planning Experience...SeniorTaxHourly paySeasonal workRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Tax Senior: Strategic Compliance & Planning. Be the first to apply!




