- Robert Half Finance & Accounting (Houston, TX)
- Description Our client is a wealth management firm in... Tax Manager looking for a new challenge. Tax Manager Responsibilities: Tax Planning and ... and implement strategies for clients. + Advise clients on tax planning strategies to minimize tax...maximize financial outcomes. + Stay updated on changes in tax regulations and ensure compliance across all client… more
- Coldstream Wealth Management (Kirkland, WA)
- …Excellent organizational skills, including the ability to juggle multiple client engagements Keyword: Senior Tax Associate From: Coldstream Wealth Management ... We recently merged with Coldstream, an employee-owned, independently operated wealth management firm providing personalized client services...to explore different areas such as estates and trusts, tax planning , and international tax .… more
- GRF CPAs & Advisors (Bethesda, MD)
- …accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable ... efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical...Proficiency in use of computer tax preparation, tax research, tax planning software… more
- Deloitte (San Diego, CA)
- …tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business ... international tax compliance and consulting, and transfer tax planning . The tax group...Consulting, Audit & Assurance, and Advisory colleagues regularly on client planning projects. Some of our team… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …clients while driving strategic financial planning . This role focuses on tax planning , compliance, estate planning , financial statement preparation, and ... Manager Lead, Strategize, and Make an Impact! Our client is on the hunt for experienced Tax...junior staff. What You Bring: + 7+ years in tax planning , compliance, and financial analysis. +… more
- Robert Half Finance & Accounting (Chicago, IL)
- …and maintenance of client files and documentation procedures. * Support tax planning activities by providing detailed analyses and insights. * Respond ... Collaborate with Tax Managers and Partners on client engagements, including planning and administration tasks....efficiency. * Provide tax -related support to affiliated wealth management teams to ensure comprehensive client … more
- Robert Half Finance & Accounting (Wilmington, DE)
- …and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a ... trust tax returns, as well as providing tax planning and advisory services, reviewing trust...Identify and mitigate potential risk issues . Assist with client tax filing . Initiate the auditing… more
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Manager - HNW / Partnerships. Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works closely ... to hear from you. Responsibilities: * Manage and oversee tax planning and compliance for high-net-worth individuals...individuals and partnerships. * Provide expert guidance on complex tax strategies to optimize client outcomes. *… more
- S&P Global (New York, NY)
- …of the S&P Tax Solutions suite of services and work collaboratively with Tax subject matter experts to position client solutions that solves customer's ... Director will be a member of the high growth Tax Solutions team, which is responsible for delivering and...of managing a sales plan. + Experience of managing client meetings and navigating stakeholders at clients and prospects.… more
- Wipfli LLP (Denver, CO)
- …respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide… more