UNKNOWN

FEED

As a Tax Senior 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 family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

YEAR

RSM US LLP

Tax Senior Manager - Family Office

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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.

Deloitte

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

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As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

JPMorgan Chase & Co

U.S. Private Bank - AWM Program Analyst

OTHER

This client-facing role reviews the work of Staff Accountants, coordinates with outside legal, financial, and tax professionals, and escalates complex or sensitive matters to the Accounting Manager. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St.

Matter Family Office

Senior Accountant

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The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.

Westwood Holdings Group Inc

Senior Client Service Associate

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.

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.

Senior Trust Officer

The Leadership Runway: Field Manager & Trainer Track As you transition into field leadership, you will become the primary anchor for our technicians on the ground, with responsibilities including: Live In-Field Support: Serve as the go-to technical advisor, providing real-time diagnostic help and stepping in to assist with complex or escalated repairs. Master the Trade, Lead the Field: Garage Door Service & Sales Technician (Promotional Track to Field Manager) About the Company At Supreme Garage Door (SGD Garage Door), we are a people-first company driven by proven processes and measurable results.

Trustal Recruiting

Senior Garage Door Technician

ADAPTED_NOW

Extensive knowledge of cloud platforms (Azure, AWS GCP), AI platforms like OpenAI, Anthropic, DevOps practices, CI/CD pipelines, containerization (Docker, Kubernetes), and database technologies (SQL, NoSQL), preferred. The Engineering Director, Product Technical Lead is responsible for product engineering for cloud-based solutions for a Tax service line, including Partnership, Corporate, Indirect, and Strategic Tax Services within BDO.

Bdo Consulting

Engineering Director - Tax Product Development

Ivy Exec

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates, trusts and charitable entities.

Tax Senior Manager, Pass Through

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.

US Bank

Financial Advisor - Houston, TX

You''ll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.

Altruist Corp

Advisor Onboarding Specialist

Serve as the senior product point of contact for Wealth Management custodian and platform technology partnerships - representing Integrity's product capabilities, integration roadmap, and advisor platform strategy in technology-focused partner conversations. This role heavily influences direction of the Insurtech and Fintech through deep domain expertise, technology partnership with custodians and advisor platforms, and strategic collaboration with GPMs and Sales leadership.

Integrity Marketing Group, LLC

Director, Product Strategy Wealth

This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline.

HOUR

Integrity Marketing Group

Head Of Advisor Growth & Transitions

This role focuses on owning the client relationship and cultivating the relationship based on the client's journey and, in turn, performs proactive account management activities, promoting client satisfaction and product adoption, resulting in a referenceable client. Deliver an exceptional client experience with proactive communication, orchestrating the right internal resources, and effectively using the client engagement model to align, track and evolve client business goals.

Enterprise Bank & Trust

Client Experience Officer

With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. This leader partners with the Managing Partner, oversees the Marketing Engagement Program, supports firm-level and advisor-specific initiatives, and serves as liaison to corporate marketing while ensuring alignment with Northwestern Mutual brand and growth objectives.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Director of Marketing

[AW]-iCims

FULL_TIME

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

Brighton Jones

Advisor - Houston

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Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.

CORDA Investment Management

Senior Financial Advisor

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Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Vanguard Group

Certified Financial Advisor

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

Wealth Management Advisor Jobs in Texas

Tax Senior Manager - Family Office RSM US LLP

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte

U.S. Private Bank - AWM Program Analyst JPMorgan Chase & Co

Senior Accountant Matter Family Office

Senior Client Service Associate Westwood Holdings Group Inc

Senior Trust Officer BOK Financial Corp.

Senior Garage Door Technician Trustal Recruiting

Engineering Director - Tax Product Development Bdo Consulting

Tax Senior Manager, Pass Through Bdo Consulting

Financial Advisor - Houston, TX US Bank

Advisor Onboarding Specialist Altruist Corp

Director, Product Strategy Wealth Integrity Marketing Group, LLC

Head Of Advisor Growth & Transitions Integrity Marketing Group

Client Experience Officer Enterprise Bank & Trust

Director of Marketing Northwestern Mutual

Advisor - Houston Brighton Jones

Client Advisor Henley & Partners Holdings Ltd

Senior Financial Advisor CORDA Investment Management

Certified Financial Advisor Vanguard Group

Premier Advisor - Fort Worth / Tarrant County Truist Bank

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