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Private Wealth Management jobs in Dallas, TX

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PRIVATE WEALTH SERVICES TAX MANAGER

Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset ma...

CompanyGrant Thornton
AddressDallas, TX
CategoryInformation Technology
Salary$138K - $174K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Private Wealth Services Tax Manager

Grant Thornton

Dallas, TX

$138K - $174K a year

Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and financial asset ma...

3 weeks ago seen See more...

Asset & Wealth Management, Associate - Change Management (Dallas)

Goldman Sachs

Dallas, TX

$89.8K - $114K a year

Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfol...

a month ago seen See more...

Senior Tax Manager - Private Client Services

Andersen

Dallas, TX

Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...

a month ago seen See more...

AVP, Tax Manager, Private Equity & Real Estate Practice

Lri Invest

Dallas, TX

$128K - $162K a year

Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions. Determine all information required to ensure/complete acc...

a month ago seen See more...

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Deloitte

Dallas, TX

$129K - $163K a year

Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings. Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax imp...

a month ago seen See more...

Tax Manager - Private Companies

Price Waterhouse Coopers

Dallas, TX

$122K - $154K a year

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

a month ago seen See more...

Private Partnership Solutions (PPS) - Tax Manager

Price Waterhouse Coopers

Dallas, TX

$123K - $156K a year

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

a month ago seen See more...

Audit Manager - Private Company

Weaver And Tidwell L L P

Dallas, TX

$116K - $147K a year

Bachelors degree in Accounting or related field. Masters degree in Accounting or related field preferred. CPA with 5+ years or more of public accounting experience or its equivalent. Strong relationship management and practice d...

2 months ago seen See more...

Audit Manager - Internal Audit Quality Assurance - US Personal Banking & Wealth

Citi

Irving, TX

$114,720 - $172,080 a year

Operate independently as a QA partner across the assigned subject matter expert (SME) audit teams, forming partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering a strong QA...

a month ago seen See more...

Onboarding Product Manager, Asset Wealth Management

Jpmorgan Chase & Co

Plano, TX

Working with product owner, product users, control partners, designers, and engineers to understand the pain points, collaborate on opportunities, prototype and test solutions, craft epics and stories, and ensure sprint inputs (e....

3 weeks ago seen See more...

Private Wealth Advisor

Bok Financial

Plano, TX

You will develop and expand client relationships while also servicing internally referred bank clients. You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your client's needs....

a month ago seen See more...

Onboarding Product Manager, Asset Wealth Management

Jpmorgan Chase Bank, N.a.

Plano, TX

Working with product owner, product users, control partners, designers, and engineers to understand the pain points, collaborate on opportunities, prototype and test solutions, craft epics and stories, and ensure sprint inputs (e....

2 months ago seen See more...

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