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About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes.

Hub International Ltd

Client Onboarding Specialist

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As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

YEAR

Tax Manager - Family Office

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Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. At Deloitte Tax LLP, our Individual Tax Services professionals support high-net-worth individuals, families, trusts, and estates with complex tax compliance and planning needs.

Deloitte

Seasonal Tax Delivery Senior, Individual Tax Services (Global Employer)

The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

10+ years' progressively responsible experience in business development, client development, marketing, strategy, or related professional services leadership roles, including substantial experience within a global law firm, financial services organization, investment management firm, consulting firm, or other professional services environment serving private capital clients. The role requires a highly strategic and relationship-oriented business development professional who can identify market opportunities, connect lawyers across disciplines, drive revenue-generating client initiatives, and ensure the firm's private markets strategy is translated into tangible client engagement and business growth.

DLA Piper LLP (US)

Director, Global Private Markets

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp

Trust Officer

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.

BOK Financial Corp.

Senior Trust Officer

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

BDO USA PC

Vice President, BDO Capital - Investment Banking

The Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. As a Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients' leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments.

Tax Senior Manager, Accounting Methods

Bachelors degree from an accredited college/university required; licensed CPA, EA or JD/LLM, in addition to others on KPMGs approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Minimum eight years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm.

KPMG International Cooperative

Manager / Senior Manager, Family Enterprise Tax

BDO International Ltd

The STS Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. As an STS Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients' leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments.

Senior Manager, Accounting Methods

If you are a California resident or reside outside the United States then by submitting your application you confirm that you have read, understood, agree and - where applicable - grant your prior, free, informed and express consent for the processing of your personal information, including sensitive personal information, as described in our California Applicant Privacy Notice or International Applicant Privacy Notice (as applicable). Certified Employee Benefit Specialist (CEBS), Professional in Human Resources (PHR), Senior Professional in Human Resources (SPHR), Society for Human Resource Management Senior Certified Professional (SHRM-SCP), Certified Compliance and Ethics Professional (CCEP), or similar credentials.

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People Compliance Lead

GreenHouseAPI

The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Wealth Management Advisor Jobs in Austin, TX

Client Onboarding Specialist Hub International Ltd

Tax Manager - Family Office RSM

Seasonal Tax Delivery Senior, Individual Tax Services (Global Employer) Deloitte

Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte

Director, Global Private Markets DLA Piper LLP (US)

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte

Trust Officer BOK Financial Corp

Senior Trust Officer BOK Financial Corp.

Vice President, BDO Capital - Investment Banking BDO USA PC

Tax Senior Manager, Accounting Methods BDO USA PC

Manager / Senior Manager, Family Enterprise Tax KPMG International Cooperative

Tax Senior Manager, Accounting Methods BDO International Ltd

Senior Manager, Accounting Methods BDO USA PC

People Compliance Lead Playlist

Manager, Tax - Private Client FORVIS, LLP

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