- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... thinker with extensive first-hand knowledge across multiple areas of taxation ? Do you excel at delivering compliance and consulting...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Grant Thornton LLP (Arlington, VA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...high net worth clients for estate, wills and trusts taxation , and individual income taxes. Interact closely with client's… more
- JPMorgan Chase (Boston, MA)
- Wealth Planning & Advice is a group of professionals with expertise in trusts & estates, tax planning, financial planning and planning in related areas for ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- KPMG (Chicago, IL)
- **Business Title:** Manager /Senior Manager , Asset Management International Tax **Requisition Number:** 112416 - 32 **Function:** Tax Services **Area of ... for as a firm KPMG is currently seeking a Manager /Senior Manager to join our International Tax...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more
- Plante Moran (East Lansing, MI)
- …LLCs, etc. + Research specific technical issues relating to estate, gift, or trust income taxation + At the Manager level: + Work with Family Legacy team to ... Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing...most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to… more
- Robert Half Finance & Accounting (Coppell, TX)
- Description Robert Half's client in the Wealth Management space is looking for a talented tax detail oriented to work in tandem with their wealth management and ... investment departments. In this role, the tax manager will help design and implement business tax strategies...various team members by cross selling our services for wealth management, insurance, and retirement plans. The ideal candidate… more
- Cherry Bekaert (Louisville, KY)
- …**Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Senior Tax Manager ** to support our Louisville, Kentucky market on a hybrid schedule ... for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in industries such… more
- Commerce Bank (St. Louis, MO)
- …Abilities Required + Strong knowledge of wealth management services, such as wealth transfer planning, taxation , estate planning and wealth management ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...and custody clients, and in their role as relationship manager is accountable for the overall client experience. The… more
- TD Bank (Hartford, CT)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship ... Manager to provide comprehensive investment services including sophisticated investment...Relationship Managers to ascertain potential investment needs of TD Wealth clients to increase wallet share + May work… more
- Cherry Bekaert (Charlotte, NC)
- **Description** **Sales Tax Manager ** **Description** Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great ... Tax (https://www.cbh.com/services/tax/state-local-tax/#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a **Sales Tax Manager ** with a background in Sales & Use Tax… more
- Truist (Baltimore, MD)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- Cherry Bekaert (Louisville, KY)
- …Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support our Louisville, Kentucky market on a hybrid schedule ... be responsible for training and developing less experienced professional staff. **As a Manager , you will:** + Solve problems for clients in industries such as… more
- Cherry Bekaert (Cincinnati, OH)
- …to our clients for over 75 years. We are seeking a **Tax Senior Manager ** to support our **Cincinnati, OH** market. The successful candidate will manage the client's ... for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in industries such… more
- Plante Moran (Auburn Hills, MI)
- Community Tax Manager or Senior Manager + Location: United States, Michigan, Auburn Hills + Location: United States, Michigan, Southfield + Location: United ... is preferred + Experience with S-corporations, C-corporations, Partnerships, and Individual taxation is required + Experience with Fiduciary, Estate and Gift, and… more
- Cherry Bekaert (Nashville, TN)
- …Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a **Tax Manager ** to support our Nashville, Tennessee market on a hybrid schedule ... for training and developing less experienced professional staff. **As a Tax Manager , you will:** + Solve problems for middle-market clients in varied industries… more
- Plante Moran (Columbus, OH)
- Healthcare Reimbursement - Consulting Sr. Manager + Location: United States, Ohio, Columbus + Location: United States, Ohio, Cleveland Make your mark. Our senior ... Finance required.150 credit hours or Masters in Accounting (or Taxation ) is highly preferred + CPA highly preferred +...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the… more
- Deloitte (Minneapolis, MN)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Plante Moran (Denver, CO)
- State and Local Tax (SALT) Manager + Location: United States, Colorado, Denver Tech Center + Location: United States, Michigan, Southfield + Location: United States, ... activities. The qualifications. + 5-7+ years of experience in taxation in public accounting + CPA or Bar License...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more
- Plante Moran (Denver, CO)
- Corporate Senior Tax Manager + Location: United States, Colorado, Denver Tech Center Make your mark. Go beyond the numbers, do something different by developing ... activities. The qualifications. + Bachelor's Degree in accounting or taxation + CPA or bar license required + 8+...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and… more