Top 18 Registered wealth management client Jobs in Columbia, Md

Tax Manager
Everforth —Rockville, MD
- $130,000 - $200,000 a year
- Full-time
- Microsoft Excel
- CPA
- Research
Quick Apply
10d
Registered Client Relationship Analyst
Morgan Stanley —Bethesda, MD
- $33,280 - $88,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Analyst/Associate, Investments & Portfolio Management
RCLCO —Bethesda, MD
- $70,000 - $115,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Dental insurance
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Registered Wealth Management Client Associate
Bank of America —Towson, MD
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Sales Support Associate
Cetera Investors —Silver Spring, MD
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)
Medical Field Case Manager
Enlyte —Hyattsville, MD
- $79,000 - $95,000 a year
- Full-time
- Hybrid work
- Nursing
- Microsoft Outlook
- RN License
- Travel reimbursement
- Health savings account
Senior Client Service Manager
Merit Financial Advisors —Rockville, MD
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Northwestern Mutual —Hunt Valley, MD
- $50,000 - $500,000 a year
- Full-time
- Background check
- Bachelor's degree
- Criminal background check
- Paid training
- Health insurance
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Vice President, Investments & Portfolio Management
RCLCO —Bethesda, MD
- $130,000 - $160,000 a year
- Hybrid work
- Microsoft Excel
- Office
- Finance
- Health savings account
- Dental insurance
Quick Apply
3d
Associate Wealth Advisor
Stratos Wealth Partners —Silver Spring, MD
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Experienced Financial Advisor
Thompson Financial Group —Baltimore, MD
- $120,000 a year
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply

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Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as…
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$150,000 - $200,000 a year
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3d

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Tax Manager

Everforth -
Rockville, MD

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Job Details

Full-time
$130,000 - $200,000 a year
10 days ago

Qualifications

Accounting systems
Staff supervision
Team supervision
Mergers & acquisitions experience within finance
Automation software
Financial software
Partnership tax expertise
Bachelor's degree
Project management experience in finance
Managing accounting teams
Accounting firm experience
VBA
Tax preparation software
Macro/VBA editing
Query management
Financial data analysis tools
Corporate tax provisioning management
Data analysis software
Transfer pricing management

Full Job Description

Tax Manager

Tax Manager

Position Overview
We are seeking an experienced Tax Manager to lead delivery of tax compliance, planning, and advisory services for a diverse portfolio of clients including high-net-worth individuals, trusts and estates, partnerships, corporations, nonprofits, real estate and construction entities. The Tax Manager will supervise tax engagement teams, ensure accurate and timely preparation and review of federal, state and international tax returns and filings, drive technical research and tax planning, and support M&A and due diligence engagements. The ideal candidate will combine deep technical expertise (including experience with passthrough entities, trusts, estates, SALT and international tax) with strong client-facing skills and proven leadership in public accounting or professional services.

Key Responsibilities

Lead and manage tax engagements from planning through delivery, including supervision, review and sign-off of individual, fiduciary, partnership and corporate tax returns (1040, 1041, 706, 709, 1065, 1120, 1120S and related state filings).
Provide technical tax research, analysis and recommendations on complex issues such as passthrough entity planning, partnership allocations, gift and estate matters, SALT, international tax, transfer pricing and tax provision (ASC 740).
Deliver tax planning and structuring advice for high-net-worth individuals (HNW/HNWI), family offices, trustees, executors, and closely held businesses; collaborate with wealth planning, legal and financial planning teams as needed.
Oversee tax compliance and reporting processes including payroll and withholding tax, indirect tax (sales & use, VAT/GST), FATCA/CRS/FBAR requirements, and multi-jurisdictional state and local tax matters.
Support M&A tax and due diligence engagements, identify tax risks and opportunities in transactions, and prepare tax-related analyses and memos for buyers and sellers.
Manage and mentor tax staff: assign work, review deliverables, provide feedback, develop technical capabilities and ensure consistent quality and timely completion of engagements.
Implement and improve tax technology and workflow: leverage tax software (ONESOURCE, CCH, Vertex, CorpTax), ERP integrations (SAP, Oracle), tax provision tools, and data tools (Advanced Excel/VBA, Alteryx/Power Query, SQL) to increase efficiency and accuracy.
Coordinate with external advisors, legal counsel and tax authorities on audits, controversies and voluntary disclosures; prepare positions and support responses during examinations.
Maintain up-to-date knowledge of tax law changes, BEPS/OECD guidelines, nexus and apportionment studies, and apply insights to client engagements and internal training.
Drive client relationships: communicate complex tax concepts clearly, present tax strategies, manage expectations and contribute to business development efforts.
Ensure firm and client compliance with professional standards, ethical requirements and internal controls for tax accounting and reporting.

Qualifications

Bachelors degree in Accounting, Finance or related field; advanced degree (JD or LLM) or Masters in Taxation is a plus.
Certified Public Accountant (CPA) required; Enrolled Agent (EA) or equivalent tax designation is a plus. JD or LLM with tax focus desirable for certain trust & estate or international roles.
Minimum 68 years of progressive tax experience in public accounting or professional services, with demonstrated experience managing engagements and supervising staff.
Deep technical knowledge of individual, fiduciary, partnership and corporate tax (1040, 1041, 706, 709, 1065, 1120, 1120S) and passthrough entity issues.
Experience advising high-net-worth individuals, trusts and estates, family offices, real estate and construction clients, and professional services firms.
Strong experience with state & local tax (SALT), international tax, transfer pricing concepts, tax provision (ASC 740), and M&A tax and due diligence.
Proficiency with tax compliance and research software (ONESOURCE, CCH, Vertex, CorpTax) and familiarity with ERP systems (SAP, Oracle).
Advanced Excel skills (including VBA), experience with Alteryx/Power Query and SQL for data analysis and automation.
Proven ability to perform complex tax research, prepare technical memos, and present positions to clients and tax authorities.
Exceptional communication and client service skills, strong project management, and ability to manage multiple priorities and deadlines.
Demonstrated commitment to quality, integrity and continuous technical learning; experience with tax controversy and audit support preferred.
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/21/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$130000 - $200000 USD per year

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Refine Your Search

registered wealth management client jobs in columbia, md

Tax Manager

Registered Client Relationship Analyst

Analyst/Associate, Investments & Portfolio Management

Registered Wealth Management Client Associate

Sales Support Associate

Medical Field Case Manager

Senior Client Service Manager

Financial Advisor

Vice President, Investments & Portfolio Management

Associate Wealth Advisor

Experienced Financial Advisor

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