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Keywords: Senior Wealth Strategy Associate, Location: USA

Page: 11

Senior Manager, Prospect Research

, and operational workflows. · Ensure data integrity across prospect records, working with the Senior Associate to manage constituent...Position Title: Senior Manager, Prospect Research Department: Development Location: Remote in CT, DC, FL...

Company: Americares
Location: USA
Posted Date: 08 Jan 2026
Salary: $81850 - 93000 per year

Tax Senior Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Senior Tax Manager is responsible for providing tax... income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...

Company: BDO
Location: Phoenix, AZ
Posted Date: 07 Jan 2026

Tax Senior Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Senior Tax Manager is responsible for providing tax... income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...

Company: BDO
Location: Phoenix, AZ
Posted Date: 07 Jan 2026

Senior Tax Manager - Private Client Services (Hybrid)

; Draft technical tax memoranda; Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive.... Join us at Andersen, and together, let's write the story of your success! The Role: Senior Managers in our Private Client Services (PCS...

Company: Andersen
Location: Greenwich, CT
Posted Date: 28 Dec 2025

Corporate, Senior Analyst – Strategic Initiatives & Operations

presentations for senior stakeholders Work directly with the team’s leadership (from Directors to the Chief Strategy Officer... Chief Strategy Officer. Our team focuses on high-impact projects that span corporate functions (e.g., HR, Finance...

Posted Date: 19 Dec 2025

Senior Analyst, FP&A

and provide direct support to the Associate Finance Director and senior finance leadership on an as-needed basis. Compensation... will report to the Associate Director of Finance. The Impact: This position will assist in and contribute to the month-end close...

Company: S&P Global
Location: New York City, NY
Posted Date: 19 Dec 2025

Tax Senior, State and Local Tax - Property Tax

regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax...Job Category: Generalist Job Description: Job Summary: The STS Tax Senior, State and Local Tax - Property Tax...

Company: BDO
Location: Houston, TX
Posted Date: 10 Dec 2025
Salary: $73500 - 131250 per year

Tax Senior, State and Local Tax - Property Tax

regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax...Job Category: Generalist Job Description: Job Summary: The STS Tax Senior, State and Local Tax - Property Tax...

Company: BDO
Location: Houston, TX
Posted Date: 10 Dec 2025
Salary: $73500 - 131250 per year

Senior Tax Manager - Private Client Services

; Draft technical tax memoranda; Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive.... Join us at Andersen, and together, let's write the story of your success! The Role: Senior Managers in our Private Client Services...

Company: Andersen
Location: Tampa, FL
Posted Date: 10 Dec 2025

Director of Client Services & Senior Advisor

/Wealth Planning) and with external advisors. Senior Client Service Advisor (Assigned Household) Serve as the primary...Role Overview: Position: Director of Client Services & Senior Advisor Department: Client Services Reporting...

Location: Denver, CO
Posted Date: 07 Dec 2025

Tax Senior, State and Local Tax - Property Tax

regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax...Job Category: Generalist Job Description: Job Summary: The STS Tax Senior, State and Local Tax - Property Tax...

Company: BDO
Location: Detroit, MI
Posted Date: 22 Nov 2025
Salary: $73500 - 131250 per year

Tax Senior, State and Local Tax - Property Tax

regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax...Job Category: Generalist Job Description: Job Summary: The STS Tax Senior, State and Local Tax - Property Tax...

Company: BDO
Location: Detroit, MI
Posted Date: 22 Nov 2025
Salary: $73500 - 131250 per year

Senior Compliance Analyst

achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways... Goals Optimization Engine offering and Franklin Managed Options Strategy (“Franklin MOST”) businesses...

Location: USA
Posted Date: 21 Nov 2025
Salary: $100000 - 120000 per year

Tax Senior Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Senior Tax Manager is responsible for providing tax... income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...

Company: BDO
Location: Seattle, WA
Posted Date: 20 Nov 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Senior Tax Manager is responsible for providing tax... income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...

Company: BDO
Location: Seattle, WA
Posted Date: 20 Nov 2025
Salary: $146000 - 200000 per year

Senior Product Manager - Dynamic Batching (P4512)

business through development of products that improve operational efficiency while optimizing both customer and associate... Director to understand the broader Product Strategy & Vision and create a product roadmap that achieves that Strategy & Vision...

Posted Date: 15 Jan 2026
Salary: $97000 - 166750 per year

Senior Client Engagement Specialist

-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience... and client experience expectations to win, retain and delight these referral clients from “Retail” Wealth Managers...

Company: H&R Block
Location: New York City, NY
Posted Date: 20 Dec 2025
Salary: $11 - 29 per hour

Talent Development Process Lead

a best-in-class, globally integrated talent process strategy, leveraging industry-leading practices to assess, develop, and elevate... Reports to: Head of Talent Development Supervises: Associate, Talent Development Primary functions & responsibilities...

Posted Date: 10 Jan 2026

Sr. Attorney - Trusts and Estates - Hybrid/Remote

Senior Trusts & Estates Attorney / Private Client Leader (Senior Associate or Senior Counsel Level) | Pasadena..., CA (Hybrid) | Remote Potential A highly respected, growth-oriented law firm is conducting a confidential search for a Senior...

Company: Scion Staffing
Location: Pasadena, CA
Posted Date: 29 Jan 2026

Lead Application Architect

, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting... in this Lead Solutions Architect role: The Senior Application Architect’s role is to plan, coordinate, architect, and supervise...

Location: Hudson, WI
Posted Date: 28 Jan 2026