Tax Expert with Wealth Management Experience

Job SummaryCareer Opportunities: Wealth Management AssociateWe are seeking a talented individual to join our wealth management team as a Wealth Management Associate at Carlson Capital Management. As a key member of our team, you will assist wealth advisors in providing exceptional client service and support.Main Responsibilities:Support wealth advisors in...

About This RoleWe are seeking a highly skilled Wealth Management Professional to join our team. As a key member of our Wealth Management team, you will be responsible for building strong relationships with clients, providing expert advice on investments and financial planning, and identifying new business opportunities.ResponsibilitiesYour key...

Baker Tilly is a leading advisory, tax and assurance firm that provides 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.We are seeking a Private Wealth Tax Director to join our team of industry-focused professionals. As a key member of our advisory group, you will...

Job SummaryCX Institutional LLC is seeking a skilled Wealth Management Associate to provide high-quality support to our clients. As a Wealth Management Associate, you will be responsible for building strong relationships with clients and delivering tailored solutions to meet their financial needs.Compensation: $70,000 - $90,000 per year, depending on...

About the RoleWe are seeking a skilled Relationship Manager - Wealth Management to help us build and maintain strong relationships with our clients. In this role, you will work closely with our team to understand client goals and objectives, and provide tailored financial solutions to meet their needs.The ideal candidate will have 3-5 years of experience in...

Key ResponsibilitiesAs a Wealth Management Associate, you will be responsible for preparing account paperwork, processing money movements, and updating client balance sheets and custody spreadsheet audits. You will also be expected to monitor firm email, phone calls, and mail, as well as complete ongoing data checks within our CRM system.If you have a...

About Trust Point Inc.We are committed to delivering exceptional client service and helping our clients achieve their financial goals. Our team of experts provides personalized support and guidance, ensuring that every client receives tailored solutions.We are proud to be an equal opportunity workplace, cultivating a culture of inclusion where everyone feels...

We are looking for a seasoned Senior Business Analyst to join our Wealth Management Technology Solutions team at ShiftCode Analytics.The ideal candidate will possess a strong background in Wealth Management and Banking/Financial sectors, with a focus on Client. They will be responsible for planning and executing UAT projects, managing requirement changes,...

About the RoleBaker Tilly is seeking an experienced Private Wealth Tax Director to join their team. As a trusted advisor, you will work closely with clients to deliver industry-focused tax advisory and compliance services.ResponsibilitiesProvide federal tax compliance and consulting services to middle market and multinational clients.Lead client...

Wealth Management Representative OpportunityJoin Trust Point Inc.'s Sales team as a Wealth Management Representative in Minneapolis, MN.About the Position:This is a full-time hybrid position working in a Sales role with an estimated salary of $80,000 - $120,000 per year.The successful candidate will be responsible for providing exceptional client service and...

Job Overview:We are seeking a highly motivated and experienced Business Tax Expert to join our team at Intuit. As a Business Tax Expert, you will be responsible for managing complex business tax returns for Partnerships and S Corporations.About the Role:This is a virtual, customer-facing role that requires strong business tax preparation experience and...

We're seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Support Specialist. In this role, you'll play a critical part in ensuring the seamless delivery of our Private Wealth Management services to our clients.ResponsibilitiesClient Onboarding: You'll be responsible for facilitating the onboarding...

We're looking for a skilled Private Wealth Management Support Associate to join our team. In this role, you'll provide top-notch service and support to clients, working closely with Wealth Management, Trust, Banking, or Investment teams. As the primary point of contact, you'll handle daily client calls, transactions, and problem resolution, escalating issues...

About the RoleThis PWM Client Services Team Associate position plays a vital role in supporting Private Wealth Management clients, providing top-notch service, and ensuring seamless transactions. If you're passionate about delivering exceptional client experiences, this might be the perfect fit for you.

About Garry Executive SearchGarry Executive Search is a leading recruitment firm specializing in wealth management and finance.We have a long-standing relationship with a respected Registered Investment Advisory (RIA) firm that offers a unique opportunity for a talented Financial Planning Associate to join their Advanced Planning Team.This is a chance to...

Are you a seasoned tax professional looking for a remote opportunity? Intuit is seeking a highly motivated Business Tax Expert to join our team. This role requires 3+ years of experience preparing federal and state business tax returns using commercial tax preparation software. As a Business Tax Expert, you will provide expert guidance and tax advice to...

About the RoleThe successful candidate will have a strong background in investment consulting and high net worth wealth planning, with a proven track record of consistent business development. As a Senior Investment Director, you will be responsible for leading client engagements and delivering effective investment advice. You will also be expected to grow...

Internship Opportunity in Wealth ManagementTrust Point Inc. is seeking a highly motivated and detail-oriented individual to join our Wealth Management team as an intern. This 18-to-24-month internship offers a unique opportunity to gain hands-on experience in the field of wealth management and develop valuable skills in a dynamic and supportive...

Tax and Accounting Expert WantedKennedy & Fitzgerald, Ltd. is a small CPA firm seeking an experienced Tax and Accounting Expert to join our team. If you have a passion for numbers and a desire to work in a dynamic environment, we offer a competitive salary and benefits package. About the PositionThis is a full-time position responsible for tax preparation,...

Wealth Management Opportunity:As a Wealth Strategies Advisor at Disability Solutions, you'll be responsible for developing comprehensive wealth management strategies for our high- or ultra-high net worth clients and prospects. This role offers a unique blend of financial planning, wealth transfer, and estate planning expertise, allowing you to make a...