Tax Manager, High Net Worth

Our client, in metro Atlanta, has an opening for a Tax Manager. This individual will work with Partners on the High Net Worth Individual (HNWI) / Personal Financial Services team. As a Tax Manager, you will lead, mentor, and coach team members in various areas of tax compliance and consulting engagements. You will manage engagements and client communications...

Tax Principal (High Net Worth) Why Windham Brannon: Windham Brannon is a 250-person CPA firm headquartered in Atlanta, Georgia. Founded in 1957, Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients, both nationally and globally. The firm is nationally ranked in the U.S. as one of Inside Public Accounting’s...

Job OverviewWe are seeking a highly skilled High Net Worth Tax Planning Expert to join our team at Provision People. As a seasoned professional in tax planning, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families.

Regional CPA firm seeks Tax Manager / Sr. Tax Manager with High Net Worth experience. Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and...

Regional CPA firm seeks Tax Manager with High Net Worth experience. All potential applicants are encouraged to scroll through and read the complete job description before applying. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations,...

We are working with a top Wealth Management firm located in Atlanta. They have a need for an experienced Tax Senior. Here are the position details: Qualifications: Bachelor's Degree in Accounting or Business CPA or on track with parts of CPA exam passed MTAX or MACC is a plus Experience with High Net Worth Individuals is desired Preparation and Review of Tax...

Regional CPA firm seeks Tax Manager with High Net Worth experience. The information below covers the role requirements, expected candidate experience, and accompanying qualifications. This position can be located in NY Metro and is hybrid. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns...

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you! We serve clients of all...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

Summary: Part of a team of tax, financial, and legal professionals that provide consultation to advisors, and design plans and implement solutions for clients with complex planning needs. Provides in-depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth conceptual and practical knowledge and case consultation, reviews...

National CPA firm in NYC seeks Tax Senior with strong HNW experience to join their growing Wealth Management Division. Description: Major responsibilities include, but are not limited to: Prepare tax returns and income tax projections, estimated tax vouchers, and extension forms. Research and answer all related tax issues. Process filings for tax forms...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of tax, financial, and legal professionals that provide consultation to advisors, and design plans and implement solutions for clients with complex planning needs. Provides...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of tax, financial, and legal professionals that provide consultation to advisors, and design plans and implement solutions for clients with complex planning needs. Provides...

Overview:As a High Net Worth Relationship Manager at First Citizens Bank, you will play a crucial role in supporting the Wealth Management division's growth and profitability goals through new business development and client retention activities. You will develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository,...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...

Job Description CPA firm seeking a tax professional who is very strong in all aspects of High Net Worth personal income tax preparation. This position is Hybrid Responsibilities: Assume full responsibility for directing engagements and special assignments and supervise a number of engagements simultaneously. Implement tax strategies that align with...

Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

High Net Worth ProducerWe are seeking a highly skilled and experienced Senior High Net Worth Insurance Specialist to join our team at Novatae Risk Group.