Private Client Tax Senior Manager - Wealth & Estate Strategy
Forvis Mazars, LLP
Forvis Mazars, LLP is seeking a Private Client Tax Senior Manager in Louisville, Kentucky. In this role, you will provide tax compliance and advisory services while managing client relationships and team dynamics. Candidates should have over 7 years in public accounting or law plus a relevant degree and CPA or J.D. The position requires proficient use of technology and the ability to research complex tax issues. A Master's in Taxation or experience with OneSource is preferred. #J-18808-Ljbffr
$120 - $150 per hour
...Ernst & Young Oman is seeking a Seasonal Tax Senior Manager in Louisville, KY, to support our Private Client Services, reviewing complex individual tax returns and ensuring compliance for high-net-worth clients. You will leverage your expertise to assist clients while...SeniorPrivate clientHourly paySeasonal workRemote work- ...Forvis Mazars, LLP seeks a seasoned tax advisor in Louisville, Kentucky. Responsibilities include providing tax compliance and consulting services to individuals and entities, managing client relationships, and coaching tax staff. Candidates must have 7+ years of experience...SeniorPrivate clientFlexible hours
$124k - $335k
.../Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description... ...to help our clients meet their tax obligations... ...issues from strategy to execution. PwC Professional... ...As part of the Real Estate team you are...SeniorH1bLocal areaOverseas$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (... ...tax A thorough understanding of estate and wealth planning Experience researching... ...to develop effective tax planning strategies and translate complex data from a range...Private clientHourly paySeasonal workRemote workFlexible hours- ...Forvis Mazars' Private Client tax advisors provide sophisticated... ...financial planners, Wealth Strategists, and Innovation... ...Private Client Tax Senior Manager serves as a trusted... ..., partnership, trust, estate, gift, and wealth retention strategies as well as charitable...SeniorPrivate clientFlexible hours
$103.1k - $188.9k
...with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...providing dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...relationship matters to senior management and... ..., tax, strategy and transactions...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements:... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate...Full timeH1b- WealthBridge Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial strategies, leveraging your expertise in wealth management. The ideal candidate has a Bachelor's degree in finance...Private client
$76k - $125.3k
...technically demanding tax planning and... ...wide range of clients and colleagues... ...tax and asset management to deliver... ...fund and Private equity K-1s Researching... ...tax planning strategies and translate... ...of estate and wealth planning Experience... ...to challenge senior colleagues and...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours- ...an opening for a Private Wealth Advisor (PWA) .... ...Private Wealth Management team, helping clients identify and achieve... ...on wealth and estate planning,... ...wealth management strategies, including investment... ...planning, tax optimization, and... ...such as a PWA, Senior Wealth Manager,...Private clientTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...seeking a results-oriented Private Wealth Advisor to join our team. In... ...position, you will engage with clients to understand their... ...them with tailored advice and strategies that align with their goals.... ...retirement planning, and wealth management strategies. As a Private Wealth...Private client
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to help our clients meet their tax obligations... ...complex business issues from strategy to execution. PwC... ...tax compliance for Real Estate Trusts Knowledge of...Full timeH1bLocal areaOverseas$133k - $333.5k
...DNA across our audit, tax, and consulting groups... ...Washington National Tax Senior Manager focused on... ...pivotal role in advising clients on the tax implications... ...computational modeling across private partnerships, private... ...tax matters Strategy & Innovation Contribute...SeniorWork at officeLocal area- ...simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Partners with... ...banking, risk management, and trust services.... ...AUM, Loans, Deposits, Estate Planning, and Wealth... ...investment products, trading strategies and market dynamics....Private clientWork experience placementPrivate practiceWork at office
$91k - $321.5k
...At PwC, our people in tax services focus on providing... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...their tax positions. In private tax at PwC, you will... ...the owners of PwC. As a Senior Manager you are expected to lead...SeniorFull timeH1bRemote work$147.4k - $336.8k
...Anywhere in Country The opportunity Our tax function is constantly evolving, and... ...There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time... ...responsibilities and tasks for a diverse client base. Whatever you're working on, our...SeniorSummer holidayFlexible hours$124k - $335k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...to solve our clients' needs. As a Senior Manager you are expected to lead large projects...SeniorFull timeH1b$116.2k - $212.9k
...by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...dynamic FSO team! Handling tax in such a large, sophisticated... ..., consulting, tax, strategy and transactions. Fueled...Summer holidayFlexible hours- WealthBridge Financial Group in Clarksville, Indiana, is seeking a results-oriented Private Wealth Advisor to engage with clients and provide tailored financial advice. In this role, you will leverage your financial expertise to offer solutions, including investment opportunities...Private client
- Fifth Third is seeking a Wealth Management Advisor in Louisville, KY to serve as a trusted advisor for Private Bank clients. The role involves managing client relationships, identifying opportunities for growth, and collaborating with specialists to achieve client goals...Private client
- ...Tax Manager Opportunity Grow your expertise. Expand... ...meaningful ways for clients? Do you want your career... ...of comprehensive wealth strategy. As one of the largest... ...closely with investment, estate, and financial... ...~ Experience with private equity, executive compensation...Work at officeLocal areaRemote workRelocation packageFlexible hours
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves offering comprehensive financial planning and advice to clients, building a book of business, and delivering personalized investment...Private client
- A leading financial institution is seeking a Wealth Management Advisor in Louisville, Kentucky. The role involves advising clients on wealth goals, utilizing a structured process to assess their needs, and collaborating with specialists to provide comprehensive financial...Private client
- Gilder Search Group is seeking a Private Wealth Advisor (PWA) in Louisville, Kentucky. This role... ...on helping high and ultra high-net-worth clients achieve their financial objectives through customized wealth management strategies. Candidates should have a bachelor's degree...
- JPMorgan Chase is seeking a Private Client Investment Associate to deliver exceptional client service and operational support for Wealth Management Advisors. This role involves managing account operations, enhancing client relationships, and ensuring regulatory compliance...Private client
$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services. This remote role involves reviewing individual tax returns and tax planning for high-net-worth clients. Candidates must have a valid CPA license, a Bachelor's degree in Accounting or Finance...Private clientRemote jobSeasonal workFlexible hours$76k - $125.3k
...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management and Insurance.... ...dedicated tax technical services... ...facets of hedge fund, private equity fund and... ...responsibilities A senior analyst in FSO... ...consulting, tax, strategy and transactions....SeniorSummer holidayWork at officeLocal areaFlexible hours- ...professionals who are trusted to lead their clients and teams properly. This role sits... ...current role feels stable? Because senior roles in tax can slowly turn into something else.... ...meaningful client work. More time managing noise than actually advising. This...Senior
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Senior Manager - Wealth & Estate Strategy. Be the first to apply!
- client services supervisor Louisville, KY
- client relationship manager Louisville, KY
- engagement manager Louisville, KY
- client engagement manager Louisville, KY
- client executive Louisville, KY
- client services coordinator Louisville, KY
- client service manager Louisville, KY
- client experience manager Louisville, KY
- client manager Louisville, KY
- engagement director Louisville, KY

