Senior Tax Manager — Wealth Management for HNW Clients

Description Annex Wealth Management – Know the Difference Join Our Growing Team at Headquarters in Brookfield, WI! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top...

About Annex Wealth Management Join Our Growing Team at Headquarters in Brookfield, WI! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees...

:Annex Wealth Management – Know the DifferenceJoin Our Growing Team at Headquarters in Brookfield, WIAre you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our...

A financial advisory firm in Brookfield, WI, is seeking a seasoned Tax Manager to join their team. This role involves participating in individual income tax preparation and developing strategies for high-net-worth clients. Ideal candidates will have a CPA, EA, or equivalent, with a minimum of 5 years' experience in tax preparation and a focus on wealth...

OverviewKaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm Beach office. This important role includes client relationships, technical tax compliance and consulting work, and managing staff.As one of the top accounting firms in the country, our foundation is “people...

Are you an organized, client-focused individual ready to be a primary point of contact for clients?Client Service ManagerWe are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily...

Step into a role where your organization and client-service instincts make you the trusted point of contact for high-net-worth clients.Client Service ManagerWe are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, WI. In this role, you'll combine your financial knowledge with your excellent...

Annex Wealth Management – Know the DifferenceAre you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams...

Executive Recruiter, Accounting & Finance @ Abacus Group Our client is a consumer products company. They seek a Tax Manager to join their Woodbury, NY office. Base pay range $150,000.00/yr - $215,000.00/yr Direct message the job poster from Abacus Group, LLC Responsibilities Monitor and interpret changes in federal, state, and local tax legislation Research...

OverviewAnnex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance,...