Director of Wealth Strategy and Taxation

Job OverviewA specialized tax and wealth advisory firm is seeking a Senior Tax Manager to join its growing team. With clients ranging from multi-state pass-through entities to ultra-high-net-worth individuals with complex financial portfolios, this firm delivers both tax compliance and strategic planning services with a white-glove approach.The ideal...

About UsWe are a specialized tax and wealth advisory firm that provides high-quality tax compliance and strategic planning services to high-net-worth individuals and families. Our team is comprised of experienced professionals who are dedicated to delivering exceptional results and building long-term relationships with our clients.We are seeking a highly...

Director - Tax and Estate Strategy at Edward Jones summary:The Director of Tax and Estate Strategy at Edward Jones leads a team of tax and estate planning experts to provide tailored financial planning services for high net worth clients. This role involves strategic development, client engagement, and collaboration with internal and external stakeholders to...

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...

At Edward Jones, we are committed to partnering with clients for positive impact. As a Director of Tax and Estate Strategy, you will lead a team of experts in providing thought leadership and strategic development within our private client service. This includes building and leading a team of 8 experienced professionals that support the delivery of tax and...

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...

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...

Company OverviewA leading provider of tax and wealth advisory services is seeking a highly experienced Senior Tax Manager to join its team. The ideal candidate will have a proven track record of delivering high-quality tax compliance and strategic planning services to high-net-worth individuals and families.The successful candidate will be responsible for...

About the RoleWe are seeking a highly experienced Senior Tax Manager to join our team. The ideal candidate will have a strong background in tax compliance and planning, with a focus on high-net-worth individuals and families.The successful candidate will be responsible for reviewing complex tax returns, overseeing multi-state filings, and coordinating with...

About the RoleThe Director of Tax and Estate Strategy is a key position within Edward Jones' Wealth Management Advice and Solutions (WMAS) division. This role involves providing thought leadership and strategic development to support the delivery of tax and estate planning services for the firm's High Net Worth (HNW) segment.This team sits within WMAS, which...

About the RoleWe are seeking an experienced Sr Director, Software Engineering to lead the technical strategy and execution for our HCM and payroll platform. As a key member of our executive team, you will work closely with cross-functional teams to define product requirements, ensure alignment with business objectives, and drive innovation.

About the Role:We are seeking an experienced sales leader to join our team at Gen Digital. As Director of Sales and Strategy, you will be responsible for driving sales growth and developing effective sales strategies that align with company objectives.Responsibilities:Lead the Sales Team: Provide guidance, support, and coaching to the sales team to ensure...

Job Description What's Under the Hood DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables for DriveTime and other third parties. We service auto loans across a wide credit spectrum...

Required Skills and QualificationsA Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred.5+ years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting...

**Company Overview**A specialized tax and wealth advisory firm is seeking a Senior Tax Manager to join their growing team. With clients ranging from multi-state pass-through entities to ultra-high-net-worth individuals with complex financial portfolios, this firm delivers both tax compliance and strategic planning services.The ideal candidate brings deep...

Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing TeamThis Jobot Job is hosted by: Sydney WeaverAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $130,000 - $160,000 per yearA bit about us:A specialized tax and wealth advisory firm supporting high-net-worth...

Role OverviewWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our wealth management group, you will play a crucial role in helping clients achieve their financial goals.About the RoleYou will work closely with financial advisors and clients to develop customized investment plans that align with...

OverviewThe Sr Director of Software Engineering and Product Management will lead the technical vision, strategy, and execution for our HCM and payroll platform. This role will collaborate with the executive team to define and deliver product roadmaps, manage the engineering team, and ensure the delivery of high-quality, innovative solutions that meet...

& Requirements Forvis Mazars Washington National Tax Office (WNTO) exists to unlock the full potential of the Forvis Mazars tax practice and the clients they serve. We do this through thoughtful collaboration and an uncommon commitment to technical excellence, which allows us to provide unique insights on tax issues, develop innovative forward-thinking...