Top 19 David Morgan Jobs

Tax Manager (Private Wealth Management)
The Bahnsen Group LLC —Minnetonka, MN
- $120,000 - $160,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
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- Senior level
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Chief of Staff
David Joseph & Company —San Francisco, CA
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David Joseph & Company —San Francisco, CA
- $100,000 - $150,000 a year
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Operations Associate (Financial Services)
The Bahnsen Group LLC —Minnetonka, MN
- $70,000 - $90,000 a year
- Full-time
- Office
- 3 years
- Administrative experience
- Health insurance
- Dental insurance
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5d
Therapist (LMSW or MHC-LP or LCSW or LMHC )
LI Behavioral Health/ LI Anger Management —Stony Brook, NY
- $40 - $55 an hour
- Part-time
- Private practice
- Licensed Clinical Social Worker
- Adults
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- Flexible schedule
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Accounting Coordinator (Finance)
Overtime —New York, NY
- $54,000 - $58,000 a year
- Overtime
- Hybrid work
- Office
- Finance
- Analysis skills
- Health insurance
- 401(k)
6d
Founding Strategic Projects Lead
David Joseph & Company —Palo Alto, CA
- $130,000 - $175,000 a year
- Full-time
- 5 years
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- Senior level
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Senior/Staff Engineer
David Joseph & Company —San Francisco, CA
- $200,000 - $280,000 a year
- Full-time
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- Senior level
- Python
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2d
Head of Marketing
David Joseph & Company —New York, NY
- $250,000 - $350,000 a year
- Full-time
- Office
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2d
Before and After School Group Leader
AlphaBEST Education —Sparta, NJ
- From $17 an hour
- Part-time
- Classroom
- CPR Certification
- High school diploma or GED
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4d

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Tax Manager (Private Wealth Management)

The Bahnsen Group LLC
Minnetonka, MN

Quick Apply

Job Details

Full-time
$120,000 - $160,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Microsoft Excel
CPA
Research
Partnership tax expertise
Bachelor's degree
Productivity software
Enrolled Agent

Full Job Description

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 100 employees. The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in our Minnetonka, MN office.

The Tax Department is intentionally structured to deliver a low volume, high touch client experience. Professionals are expected to provide proactive planning, thoughtful advisory services, and technically sound compliance work for high-net-worth individuals and Family Office clients.

The Tax Manager will work closely with Private Wealth Advisors in a highly collaborative environment, regularly participating in wealth and tax planning meetings to support integrated client advice. From time to time, the role may also involve participation in prospect meetings alongside advisors, as appropriate. The Tax Manager is expected to serve as a trusted tax advisory resource across the firm and will be relied upon by both clients and advisors for thoughtful tax planning and consulting support. The role reports directly to the Tax Director and offers a clear path for increased responsibility as the Tax Department continues to scale.

RESPONSIBILITIES

Client ServiceAdvisory

Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities
Act as the primary day-to-day tax contact for assigned client relationships
Participate in client meetings to address tax matters, explain planning strategies, and respond to tax-related inquiries
Collaborate closely with Wealth Advisors and internal teams to ensure tax strategies align with broader financial objectives

Tax ComplianceReview

Review and file a wide range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120
Ensure accuracy, completeness, and timely filing across federal and multi-state jurisdictions
May serve as a tax return signer upon approval by the Tax Director
Identify technical issues, planning opportunities, and compliance risks during the review process

Technical ResearchPlanning

Research complex federal and state tax issues and prepare clear, well-documented analyses and recommendations
Assist in the design and implementation of tax planning strategies under the direction of senior tax leadership
Stay current on tax law developments impacting high net worth individuals, trusts, pass-through entities, and multi-state filers

Team CollaborationDevelopment

Provide guidance and mentoring to junior tax staff on tax engagements and best practices
Contribute to improvements in workflows, documentation standards, and the overall client experience
Continue developing technical expertise through ongoing learning and exposure to complex tax matters

QUALIFICATIONS

Minimum 5 years of experience in public accounting or an RIA-based tax environment
Prior experience as a Senior Associate / Senior Accountant or Tax Manager required
Designations: Active CPA or JD strongly preferred, minimum EA required
Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field
Strong working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates
Experience serving high-net-worth individuals and multi-entity family structures
Detail-oriented with strong organizational, time management, and prioritization skills
Experience with CCH Axcess and CCH Workflow; BNA Tax Planner
Proficiency in Microsoft Office (Word, Excel, PowerPoint)

CONSIDERATION

Salary commensurate with experience
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
Discretionary annual bonus

Quick Apply

Refine Your Search

David Morgan jobs

Tax Manager (Private Wealth Management)

CONTRACT - RN - EMERGENCY ROOM

Associate Private Wealth Advisor

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Chief of Staff

Strategy & Operations

Operations Associate (Financial Services)

Therapist (LMSW or MHC-LP or LCSW or LMHC )

Accounting Coordinator (Finance)

Founding Strategic Projects Lead

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Head of Marketing

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