Senior Tax Consultant in Wealth Management

About Us:At BankTalent HQ, we prioritize our people and culture, recognizing that our diverse workforce is our greatest asset. We believe in the principle that "everyone counts" and strive to create an environment where all employees can flourish.Role Overview:Wealth Management is a vital segment of our organization, dedicated to providing extensive...

Position Overview:The Junior Wealth Management Consultant will collaborate closely with Senior Wealth Management Consultants, acting as a key intermediary in identifying high net worth clientele.Key Responsibilities:Formulate strategies alongside Senior Wealth Management Consultants and Regional Directors for both local and remote events.Supervise the...

About the RoleAs a Senior Property Tax Manager at Industrial Tax Consulting, you will play a critical role in maximizing property tax savings for our industrial clients. This position requires a strong understanding of property tax laws and regulations, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesSupervise a team of Tax...

Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA manages banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of...

Position OverviewVeritas Consulting Group is seeking a Senior Tax Consultant with a minimum of five years of experience in Private Client Services (PCS) or working with Ultra High Net Worth (UHNW) individuals. This role presents a distinctive opportunity that encompasses elements of public accounting while providing a comprehensive perspective on tax...

About Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...

About Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Linscomb Wealth. As a key member of our Wealth Advisory team, you will play a critical role in supporting our Wealth Advisors and contributing to the growth and success of our clients.Key ResponsibilitiesAssist Wealth Advisors in drafting and...

Position Title: Senior Client Relationship Manager Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relationship Manager (Senior CRM) exemplifies a high degree of expertise in all Client Service functions, engaging with both new and established client partnerships, as well as collaborating with...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at Linscomb Wealth. As a Wealth Associate, you will play a critical role in supporting our wealth advisory team in developing financial plans and recommendations for our clients.Key ResponsibilitiesParticipate in client meetings and provide support to wealth...

Job Summary:We are seeking a highly skilled Wealth Management Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their long-term financial goals.About the Role:Provide comprehensive...

Position Overview:This job posting isn't available in all website languages.At Amegy Bank, our people and culture are central to our mission. We embrace the philosophy of "everyone counts" and appreciate the diverse values and experiences each employee contributes to our team.About Us:We believe that our growth is directly tied to the support and success of...

Position Title: Senior Client Relations Coordinator Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: CLTSRV Overview The Senior Client Relations Coordinator (Senior CRC) exhibits a superior level of expertise in all Client Relations Coordinator responsibilities, collaborating with both new and established client partnerships, as well as...

Pannell Kerr Forster of Texas, PC is currently in search of a Senior Tax Consultant. This role will report directly to our Tax Managers, Senior Tax Managers, and Directors, and will work closely with our growing tax team. The Senior Tax Consultant will be responsible for executing and reviewing tax compliance projects for both corporate and individual...

General OverviewPosition Title: Senior Manager | Property TaxJob Category: Tax SpecialtyOffice: SALT (Forvis)Role Summary:Forvis Mazars is on the lookout for a Senior Manager to lead our expanding property tax compliance and advisory services. The ideal candidate will possess a robust background in multi-jurisdictional property tax compliance for large...

Position Overview:We are looking for a Tax Senior Consultant to manage tax compliance projects, tax strategy development, and tax provisions for a diverse range of clients, including both corporate and individual entities. Key Responsibilities:As a Tax Senior Consultant, your responsibilities will encompass:Corporate taxation, including consolidated returns...

Position OverviewSenior Tax ConsultantAre you an experienced tax expert seeking a fulfilling and dynamic role? This position offers an excellent opportunity for growth and professional development.As a Senior Tax Consultant at Veritas Consulting Group, your responsibilities will encompass a variety of tasks, including:Overseeing and mentoring Tax...

About the RoleWe are seeking a highly experienced Tax Senior Manager to join our team at RSM US LLP. As a key member of our Ultra High Net Worth Multi-Generational Families team, you will be responsible for providing exceptional tax services to our clients, including wealth transfer, charitable and retirement planning, and tax compliance.Key...

Senior Tax Consultant - Veritas Consulting Group, LLCAre you enthusiastic about taxation and eager to elevate your professional journey? We are thrilled to invite a committed Senior Tax Consultant to our organization. In this role, you will be instrumental in coordinating and preparing a diverse array of tax filings.Qualifications:Bachelor's degree in...

Job SummaryRSM US LLP is seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be responsible for providing exceptional tax services to our ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance.Key ResponsibilitiesAdvise clients on a full spectrum of tax...