High Net Worth Tax Leadership Position

About the RoleWe are seeking a highly skilled and experienced High Net Worth Personal Lines Marketer to join our team at Jobot. As a key member of our insurance team, you will be responsible for developing and managing insurance programs tailored to affluent individuals, families, and high-profile clients.Key ResponsibilitiesDevelop customized insurance...

Job SummaryThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables. The ideal candidate will have strong client relationships, ensuring coverage needs are met, and working closely with carriers to provide superior...

Role OverviewWeaver is seeking a highly skilled Tax Director to join our team. As a key member of our Private Client Services group, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.Key ResponsibilitiesProvide expert tax compliance and planning services to high-net-worth...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team.About UsWe are a dynamic and innovative company that values talent, innovation, and success. Our team is dedicated to providing exceptional service to our clients and we are looking for a skilled Tax Manager to join our ranks.Job SummaryThe Tax Manager will be...

Job Title: Tax ManagerWe are a dynamic and growing CPA firm seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for overseeing all aspects of tax management, including compliance, provision, and multi-state income tax returns.Key Responsibilities:Manage all aspects of tax compliance, including preparing and...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team. As a Tax Manager, you will be responsible for overseeing all aspects of tax management, including compliance, provision, and multi-state income tax returns.Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team. As a Tax Manager, you will oversee all aspects of tax management, including compliance, provision, and multi-state income tax returns.Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax returns, multi-state...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team. As a Tax Manager, you will oversee all aspects of tax management, including compliance, provision, and multi-state income tax returns.Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax returns, multi-state...

Private Wealth Services Tax DirectorAs a key member of our Private Wealth Services team, you will lead the production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You will collaborate with the Private Wealth Services...

About the RoleAs a Private Wealth Services Tax Director at Grant Thornton, you will lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.You will collaborate with the Private Wealth Services Tax...

About the RoleWe are seeking a highly skilled Tax Director to lead our Private Wealth Services team. As a key member of our team, you will be responsible for providing tax planning and consulting services to our high net worth clients, focusing on estate, wills and trusts taxation, and individual income taxes.Key ResponsibilitiesProvide tax planning and...

Tax Manager/Senior Tax Manager - High Net Worth Individuals - Trusts & EstatesJob Overview:We are seeking a seasoned Tax Manager to lead our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values...

Job OpportunityHaystack Consultants is expanding its presence in Long Beach and seeking a Tax Senior Manager to lead our newest location.The Tax Senior Manager will be responsible for managing client tax implications, internal tax staff, and tax compliance and strategy.Key qualifications for this position include CPA certification, 5 or more years of...

Job Title: Tax ManagerAre you a highly skilled and experienced Tax Manager looking for a new challenge? We are a 55+ year comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.About UsWe offer a robust range of service offerings to help our clients reach their goals, including: Financial...

Tax Manager/Senior Tax Manager - Wealth ManagementWe are seeking a highly skilled Tax Manager to join our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and seeks individuals...

Job Description:We are seeking a highly skilled Tax Senior Associate to join our team at Geometric Wealth Advisors. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our high-net-worth clients. Your primary responsibilities will include preparing and reviewing federal and state tax...

Job Title: Senior Tax Accounting ManagerWe are seeking a highly skilled and experienced Senior Tax Accounting Manager to join our finance team at Jobot. As a key member of our team, you will play a crucial role in managing the organization's tax operations, ensuring accuracy, timeliness, and compliance with local, state, and federal tax...

Senior Tax Accounting ManagerJobot is seeking a highly skilled Senior Tax Accounting Manager to join our team. As a key member of our finance team, you will play a crucial role in managing our tax operations and ensuring compliance with local, state, and federal tax laws.Responsibilities:Oversee the preparation and filing of all corporate tax returns,...

Job Title: Senior Tax Accounting ManagerJobot is seeking a highly experienced Senior Tax Accounting Manager to join our team. As a key member of our finance team, you will play a crucial role in managing our tax operations and ensuring compliance with local, state, and federal tax laws.Responsibilities:Oversee the preparation and filing of all corporate tax...

Job SummaryWe are seeking a highly skilled Tax Compliance Specialist to join our Sales and Use Tax division. The ideal candidate will have a strong background in state and local tax, with experience in indirect tax compliance and consulting.The successful candidate will work on complex tax engagements, providing consulting services to corporate clients and...