High Net Worth Tax Manager
3 weeks ago
New Haven, CT • Seattle, WA • Atlanta, GA • Bellevue, WA • Houston, TXRemote Available Full-time $175,000.00 - $220,000.00Posted 04/17/2024We're a highly rated RIA/Family Offices firm in Bellevue, WA. We are looking for a Director/Partner level Tax Executive who is experienced in overseeing tax engagements from start to finish including budgeting, staffing, planning, production, first-level or final review, total work quality, and profitability. At our firm, we care about your work-life balance. We offer a flexible work schedule along with half days off in the summer. If you are a High Net Worth Individuals focused Director or Partner with 8+ years of experience and you're looking for a position that offers a MUCH better quality of life, please send your resume to alex.acevedo@cybercoders.com to get the ball rollingWhat You Will Be Doing- Oversee tax engagements from start to finish including budgeting, staffing, planning, production, first-level or final review, total work quality, and profitability- Hold primary client responsibility, and, in some cases, oversee specific areas of client service- Complete preparation of more complex tax returns, reviewing easy to medium returns and researching technical issues- Aid business development with clients and non-clients to expand our practice, and beginning to develop prospects- Concentrate on practice development with both prospective and existing clientsWhat You Need for this Position- 5+ years of Public Accounting experience- Bachelors Degree in Accounting - Experience preparing and reviewing complex returns high wealth individuals, Trusts, Estates, Gift Tax, etc. - Strong working knowledge of tax law and other professional standards/regulationsWhat's In It for You- 175k-220k Base Salary- Bonus- Medical- Dental- 401K Match- Unlimited Paid Time Off- Flexible work schedule- Summer Hours - Friday half daysSenior Tax Managers, Tax Directors, and Partners are encouraged to apply ASAP and / or you can send your resume to me directly at: alex.acevedo@cybercoders.comBenefitsColorado employees will receive paid sick leave. For additional information about available benefits, please contact Alex AcevedoApplicants must be authorized to work in the U.S.Preferred SkillsTax ManagerEATax AccountingCPACertified Public AccountantTax Supervisor
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High Net Worth Insurance Advisor
1 week ago
Houston, United States 2H Talent Full timeJob DescriptionJob DescriptionA High Net Worth Insurance Advisor is a specialized insurance professional who focuses on providing tailored insurance solutions to individuals with substantial assets and unique insurance needs. These advisors work closely with high net worth clients to understand their risk exposures and develop comprehensive insurance...
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High Net Worth Insurance Advisor
1 day ago
Houston, United States 2H Talent Full timeJob DescriptionJob DescriptionA High Net Worth Insurance Advisor is a specialized insurance professional who focuses on providing tailored insurance solutions to individuals with substantial assets and unique insurance needs. These advisors work closely with high net worth clients to understand their risk exposures and develop comprehensive insurance...
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High Net Worth Branch Manager
1 week ago
Houston, United States Wells Fargo Full time**High Net Worth Branch Manager** Location: Houston, Texas **Job ID** R-133530 **High Net Worth Branch Manager** **Summary Job Description:** Overall responsibilities include coaching, leading, and managing Financial Advisors and Private Wealth Advisors in identified Wealth Locations in a defined geographic market area. Primary activities include HNW...
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High Net Worth Branch Manager
3 hours ago
Houston, United States Wells Fargo Full time**High Net Worth Branch Manager** Location: Houston, Texas **Job ID** R-133530 **High Net Worth Branch Manager** **Summary Job Description:** Overall responsibilities include coaching, leading, and managing Financial Advisors and Private Wealth Advisors in identified Wealth Locations in a defined geographic market area. Primary activities include HNW...
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Senior Tax Manager
2 weeks ago
Houston, United States Mary Ann Markowitz & Associates Full timeJob Description Job Description A prestigious accounting firm seeks a highly skilled and experienced Tax Senior Manager specializing in high net-worth clients. In this role, you will provide strategic tax planning and compliance services to our esteemed high-net-worth clients. Your expertise will ensure our clients optimize their tax positions while...
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Senior Tax Manager
2 months ago
Houston, United States MaryAnn Markowitz & Associates Full timeJob DescriptionJob DescriptionA prestigious accounting firm seeks a highly skilled and experienced Tax Senior Manager specializing in high net-worth clients.In this role, you will provide strategic tax planning and compliance services to our esteemed high-net-worth clients.Your expertise will ensure our clients optimize their tax positions while complying...
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Senior Tax Manager
18 hours ago
Houston, United States MaryAnn Markowitz & Associates Full timeJob DescriptionJob DescriptionA prestigious accounting firm seeks a highly skilled and experienced Tax Senior Manager specializing in high net-worth clients.In this role, you will provide strategic tax planning and compliance services to our esteemed high-net-worth clients.Your expertise will ensure our clients optimize their tax positions while complying...
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Tax Manager
4 weeks ago
Houston, TX, United States Robert Half Full timeDescriptionWe are looking for a Senior Tax Manager to step into the leadership team of top, Houston Accounting firm in their Estate and Trust Tax Department. This position comes with a comprehensive compensation package that is based off experience. Major Duties and Responsibilities:Manage a book of business mainly consisting of individual, trusts and gift...
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Tax Manager, High Net Worth
3 weeks ago
Houston, United States UHY LLP Full timePosition Summary: Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization. May supervise and/or train Internal Accountants. Tasks: Prepare, examine, or analyze accounting records, financial statements, or other...
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Tax Manager
2 weeks ago
Houston, United States Recooty Full timeOur well-established boutique supports their clients of ultra-high-net-worth families and small/medium-sized businesses in the Houston region. They are an ideal-sized team of professionals with taxation, business, and financial consulting expertise. Who takes pride in offering proactive solutions and being responsive to their client's needs. As a result of...
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Tax Manager
23 hours ago
Houston, United States Recooty Full timeOur well-established boutique supports their clients of ultra-high-net-worth families and small/medium-sized businesses in the Houston region. They are an ideal-sized team of professionals with taxation, business, and financial consulting expertise. Who takes pride in offering proactive solutions and being responsive to their client's needs. As a result of...
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Tax Manager
2 weeks ago
Fort Worth, TX, United States CyberCoders Full timeFort Worth, TX • Dallas, TXHybrid Full-time $120,000.00 - $160,000.00Posted 02/17/2024 Job Title: Tax Manager or Senior Tax Manager Location: Must be located in the Greater Dallas/Fort-Worth Area Salary: $120k-160k + Bonuses Requirements: Must currently be a Tax Manager at a CPA or Wealth Management firm and have minimum 5-7 years of experience with active...
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High Net Worth Service Associate
3 weeks ago
Houston, United States Fidelity Investments Full timeJob Description:To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), KatyChampion ForestHigh Net Worth Representative We have an exciting opportunity for a remote,...
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Senior Tax Manager
4 weeks ago
Houston, United States Whitman Transition Advisors Job Community Full timeOur premiere Top 20 fastest growing CPA firm is seeking exceptional professional with relevant experience for the position of Senior Manager Taxation in our Houston office. A career within Tax services will provide you with the opportunity to help our clients meet their tax obligations while managing the impact of tax on their portfolio. Key...
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Senior Tax Manager
4 weeks ago
Houston, United States Whitman Transition Advisors Job Community Full timeOur premiere Top 20 fastest growing CPA firm is seeking exceptional professional with relevant experience for the position of Senior Manager– Taxation in our Houston office. A career within Tax services will provide you with the opportunity to help our clients meet their tax obligations while managing the impact of tax on their portfolio.Key...
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Senior Tax Manager/ Practice Director
1 month ago
Houston, United States KNAV Advisory, Inc. Full timeJob DescriptionJob DescriptionKey Responsibilities:Responsible for managing a portfolio of clients of varying size and scope and act as the point of contact for these clients. Your portfolio of clients will primarily be operating partnerships and high net worth individuals.Responsible for timely final review and delivery of the pass-through entity and...
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Senior Tax Manager/ Practice Director
1 week ago
Houston, United States KNAV Advisory, Inc. Full timeJob Description Job Description Key Responsibilities : Responsible for managing a portfolio of clients of varying size and scope and act as the point of contact for these clients. Your portfolio of clients will primarily be operating partnerships and high net worth individuals. Responsible for timely final review and delivery of the pass-through entity and...
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Tax Manager
4 weeks ago
Houston, United States Harper & Pearson Company Full timeHarper & Pearson was founded in 1962 and celebrates 62 years in business this year! We are a mid-market full-service CPA firm located in the Galleria area of Houston. Our client base is mostly local as we have a long-standing reputation in the Houston area. Qualifications & Responsibilities **Must be a CPA for 6 plus years of recent public accounting...
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Tax Manager
3 weeks ago
Fort Worth, TX, United States CyberCoders Full timeFort Worth, TX • Portland, OR Full-time $120,000.00 - $175,000.00Posted 05/14/2024Tax Manager (CPA or JD) for a Wealth Management FirmAll-in Compensation: $120,000 - $175,000On-site Position: Monday through FridayWe are seeking a highly motivated Tax Manager to join our team. This individual will be responsible for providing tax compliance, planning, and...
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Senior Tax Manager
1 week ago
Houston, United States Whitman Transition Advisors Job Community Full timeOur premiere Top 20 fastest growing CPA firm is seeking exceptional professional with relevant experience for the position of Senior Manager– Taxation in our Houston office. A career within Tax services will provide you with the opportunity to help our clients meet their tax obligations while managing the impact of tax on their portfolio. Key...
