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We are a top rated Wealth Management firm looking for a High Net Worth Focused Tax Manager or Tax Senior who is located near Pittsburgh, Blue Bell, or Hermitage, Pennsylvania.
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Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Due to the complexity of this portfolio, experience in working with ultra-high net worth (UHNW) clients is preferred. The Senior Relationship Advisor role manages complex wealth management client relationships usually in excess of $20 million in MV and delivers high quality fiduciary and administrative services.
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As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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CAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.
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As our Manager of Tax Planning, you'll be responsible for participating in individual income tax preparation, developing, and implementing tax planning strategies, and collaborating with the wealth management team to provide comprehensive tax advice to high-net-worth clients.
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The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert. Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations.
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Assisting with managing, developing, and coaching professional tax staff. Reviewing and managing projects prepared by tax associates and seniors. Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.
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Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.
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Proficient in CCHs suite of products, ideally Axcess and Engagement, Microsoft Office (particularly Word and Excel), other applicable software applications, and CRM software+ Experience with high-net-worth individuals and familiarity with tax matters, a plus.
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The role involves working with high-net-worth families and individuals, providing tax compliance, consulting, and wealth management services. Our growing client is looking for a Sr. Manager Tax position offering $150K to $175K plus bonus, with a hybrid remote arrangement in Phoenix, AZ. The ideal candidate will have 10+ years of public accounting experience, CPA or EA certification, and supervisory experience.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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LaSalle Network is partnered with a renowned business management firm serving high-net-worth clients in the sports and entertainment industry. This firm provides financial and advisory services including accounting, tax, tour management and wealth preservation strategy.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
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