Assistant Director- High Net Worth Tax Planning

Job DescriptionJob DescriptionOur Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join leadership. The candidate must either reside in Milwaukee, the Chicago area. They are open to NYC but have a strong preference for Milwaukee or Chicago area.Summary:Part of a team of financial professionals that design plans and...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities * Analyze income tax records and returns of individuals and flow through businesses to identity planning opportunities. * Partner with other highly-credentialed professionals on the team and NM...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM’s high net worth clients; directs all phases of team’s operations; contributes to...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM's high net worth clients; directs all phases of team's operations; contributes to development and drives execution...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM's high net worth clients; directs all phases of team's operations; contributes to development and drives execution...

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 tax and...

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,...

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 tax and...

Our Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join their leadership team. You will be part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth case consultation and strategy, reviews legal, tax and financial documentation, and...

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance. From hybrid schedules and...

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance. From hybrid schedules and...

Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...

We care and make a positive difference. Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NMs high net worth clients; directs all phases of teams operations; contributes to development and drives execution of tax planning strategy. Drives execution of tax planning strategy to differentiate...

Job DescriptionJob DescriptionTop 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office.Qualified candidates must have 4-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting...

Tax Manager or Director - Private Client Tax page is loaded Tax Manager or Director - Private Client Tax Apply locations Milwaukee, WI time type Full time posted on Posted Yesterday job requisition id R13815 CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our...

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the...

TWIN DISC INC RACINE Tax Director MILWAUKEE , Wisconsin Apply Now JOB REQUIREMENTS: OUR HERITAGE BENEFITS YOUR FUTURE! Here at TWIN DISC,we have a proud history of developing and pioneering transmission andpropulsion solutions for equipment that fuels the world. Over the years,we\'ve built a strong company that is centered on innovation andemployee ingenuity...

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

Our client who designs, manufactures and distributes power transmission equipment is seeking a Tax Director to join their team. The ideal candidate will have negotiation, analytical and communication skills which will align successfully in the organization. Job Title: Tax Director Pay Range: $165- $185k Up to 20% travel What’s the Job? Manage overall tax...

Our clientwho designs, manufactures and distributes power transmission equipmentis seeking a Tax Director to join their team. The ideal candidate will have negotiation, analytical and communication skillswhich will align successfully in the organization. Job Title: Tax Director Location: Milwaukee, WI Pay Range: $165- $185k Up to 20% travel What's the...