Current jobs related to HNW Tax Manager - Portland OR United States - Brewer Morris
-
Tax Manager
4 weeks ago
Woodbury, NY, United States CPA firm Full timeRegional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight and direction to team of tax specialists in the delivery of tax...
-
Tax Manager- Global Employer Services, HNW
2 days ago
Los Angeles, CA, United States Deloitte Full timePosition Summary Are you a leader and strategic thinker who is able to integrate strategic business knowledge with market-leading experience to design talent, mobility, and rewards programs? Do you have an in-depth technical knowledge of the regulatory landscape and business environments in which global clients operate around the world? If you said...
-
Tax Manager
2 months ago
Albany, NY, United States Cpa firm Full timeRegional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff. Have you got what it takes to succeed The following information should be read carefully by all candidates. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and...
-
Tax Manager
7 days ago
Bethesda, MD, United States Regional CPA firm Full timeRegional CPA firm seeks Tax Manager / Tax Senior with High Net Worth experience. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations....
-
Tax Manager
4 weeks ago
Harrison, NY, United States CPA firm Full timeRegional CPA firm seeking to add a Sr. Tax Manager to its staff. This is a partnership track opportunity. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight and direction to team of tax specialists in...
-
Tax Manager
4 weeks ago
Harrison, NY, United States CPA firm Full timeRegional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff. This is a Partner Track opportunity. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight and direction to team of...
-
Tax Manager – High Net Worth Tax
4 weeks ago
Shelton, CT, United States Regional CPA firm Full timeRegional CPA firm seeks Tax Manager with significant High Net Worth experience. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations....
-
Tax Manager – High Net Worth
4 weeks ago
Woodbury, NY, United States Regional CPA firm Full timeRegional CPA firm seeks Tax Manager with High Net Worth experience. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations. Strategizing...
-
Tax Manager – High Net Worth
4 weeks ago
Providence, RI, United States Regional CPA firm Full timeRegional CPA firm seeks Tax Manager with High Net Worth experience. This position can be located in NY Metro and is hybrid. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth...
-
Tax Manager
2 months ago
Bethesda, MD, United States Regional CPA firm Full timeRegional 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,...
-
Tax Manager
1 month ago
Providence, RI, United States Regional CPA firm Full timeRegional 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...
-
Tax Manager
4 weeks ago
Harrison, NY, United States CPA firm Full timeRegional CPA firm seeking to add a Tax Manager / Director to its staff. This is a hybrid position. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight and direction to team of tax specialists in...
-
Tax Manager
2 weeks ago
Portland, United States Jobot Full timeJob DescriptionJob DescriptionThis Jobot Job is hosted by: Tyler MayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $175,000 per yearA bit about us:Our company, a leading player in the Accounting and Finance industry, is seeking a seasoned Tax Manager to join our dynamic and high-performing team....
-
Financial Analytics Manager, Tax Credit
6 days ago
Portland, OR, United States The PNC Financial Services Group Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Tax Manager, SALT
1 week ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax Manager, SALT (Direct Tax) Portland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and...
-
Tax Manager
2 months ago
Portland, United States Delap LLP Full timeTax Manager Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT...
-
Tax Manager
3 weeks ago
Portland, United States Robert Half Full timeJob DescriptionJob DescriptionKevin Wong with Robert Half is offering an exciting opportunity for a Tax Manager in the public industry, located in Portland, Oregon. As a Tax Manager, your role will be to manage and review tax returns, ensuring the accuracy and efficiency of the process. Your function will be crucial to maintaining the financial health of our...
-
Tax Manager-2633979
1 week ago
Portland, United States AMS Staffing, Inc. Full timeJob DescriptionJob DescriptionPlease send resume if you are interested in a Tax Manager opening located in Portland, OR 97204. Salary is in the $130K-$140K range with AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.Job Title: Tax Manager (CPA Preferred;...
-
Tax Manager
2 weeks ago
Portland, United States Delap LLP Full timeDelap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client...
-
Tax Manager
2 weeks ago
Portland, United States Delap LLP Full timeDelap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, Managed IT Services, and Client...
HNW Tax Manager
1 month ago
Are you a tax professional with a passion for providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients? If so, we have an exciting opportunity for you to join our client, a top 100 CPA firm, as a HNW Tax Manager.
Role and Responsibilities- Work directly with clients on new initiatives and manage follow through with team members and clients
- Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients’ objectives
- Manage and further leverage established network with referral professionals
- Develop relationships with clients and demonstrate capacity to earn client’s respect and trust, managing all aspects of the client relationship, providing opportunities to increase new services for existing clients and attract new business to the firm
- Perform technical tax reviews and governmental tax examinations of any complexity
- Develop and mentor Seniors and Staff through training and effective performance feedback
- Manage risk and financial performance of engagements including billing, collections and project budgets
- Ownership of service plan delivery to clients, including conducting review meetings
- Recent experience in public accounting with a primary focus on high-net-worth individual tax planning, preparation and review (4+ years for manager, 7+ years for senior manager)
- Ability to supervise others
- Licensed CPA or JD (EA acceptable for manager level)
- Licensed Certified Financial Planner with estate planning skills a bonus
- Excellent verbal and writing skills
- Willingness to take “ownership” of the client
- Ability to build and retain client relationships
- Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
- Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
- Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
