Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
RK Partners
60 Rk Partners Jobs Hiring Near You
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Financial Planner-Irvine, CA
Chicago, IL · On-site
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
Chicago, IL · On-site
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Quick apply
Financial Planner-Irvine, CA
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$81K - $109K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$81K - $109K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Client Relationship Manager-Nashville
$75K - $100K/yr
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
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Client Relationship Manager-Nashville
$75K - $100K/yr
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Quick apply
Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Financial Planner | Austin, TX
Chicago, IL · On-site
$78K - $105K/yr
Job|Financial Planner We are currently seeking a Financial Planner to join our wealth management firm in Austin, TX. This is an excellent opportunity for someone looking to build a career in ...
Financial Planner | Austin, TX
Chicago, IL · On-site
$78K - $105K/yr
Job|Financial Planner We are currently seeking a Financial Planner to join our wealth management firm in Austin, TX. This is an excellent opportunity for someone looking to build a career in ...
Wealth Advisor-New York
New York, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Quick apply
Wealth Advisor-New York
New York, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Client Service -Las Vegas
Chicago, IL · On-site
$17.50 - $23.25/hr
Client Service Assciate This is a full-time, in-office position What You'll Do: As a Client Service Specialist , you will be assisting the advisors in the office ensuring a smooth professional ...
Client Service -Las Vegas
Chicago, IL · On-site
$17.50 - $23.25/hr
Client Service Assciate This is a full-time, in-office position What You'll Do: As a Client Service Specialist , you will be assisting the advisors in the office ensuring a smooth professional ...
Associate Advisor | Pittsburgh, PA
Chicago, IL · On-site
$60K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
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Associate Advisor | Pittsburgh, PA
Chicago, IL · On-site
$60K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planner-Irvine, CA
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Advisor-Seattle
Chicago, IL · On-site
$125K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Advisor-Seattle
Chicago, IL · On-site
$125K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Senior Tax Manager
Newport Beach, CA · On-site
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Quick apply
Senior Tax Manager
Newport Beach, CA · On-site
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Associate Advisor -Newport Beach, CA
Chicago, IL · On-site
$65K - $85K/yr
This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more ...
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Associate Advisor -Newport Beach, CA
Chicago, IL · On-site
$65K - $85K/yr
This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
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Posted 20 days ago
Job description
Senior Tax Manager
Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients achieve their goals of long-term financial security. The firm offers a robust range of service offerings to help our clients reach their goals, including: Financial Planning, Wealth Management, Business Planning, Insurance Planning and Tax Planning.
 Who We are Seeking:
- Someone looking to take the tax services to the next level for their clients
- Possesses excellent interpersonal skills
- Someone who demonstrates determination and commitment
- Someone who has an entrepreneurial mindset
What You'll Do:
The essential functions include, but are not limited to the following:
As the Tax Manager, you will:
- Establish and grow the firms tax services department, including managing and training other highly capable and qualified team members
- Prepare and review tax returns for our clients, including returns for individuals, business entities, trusts and estates
- Provide audit support and represent clients before tax authorities
- Conduct research on complex tax issues and ensure that clients are in compliance with all applicable tax laws and regulations
- Collaborate and coordinate with the firms financial advisors and our Financial Planning department to provide tax planning advice that is consistent with the client's financial plan and goals
- Regularly communicate important changes or potential changes in tax laws and regulations to advisors and clients
Experience:
- Must meet background check and fingerprinting requirements
- 5+ years of prior experience in tax compliance and broad knowledge of tax issues
- Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies.
- Demonstrated management skills and desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
- Proficiency in LaCerte, Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
- Bachelor's degree in accounting, finance, or related field
- Certified Public Accountant license in California active and in good standing required.
Compensation:
The expected pay for this role is up too 210K annually. The actual compensation will be determined based on experience.