Top 887 Financial planning manager Jobs in San Antonio Tx

Manager, Tax
Forvis Mazars —San Antonio, TX
- Full-time
- CPA
- 5 years
- Research
Quick Apply
Project Director (Power)
W. G. Yates & Sons Construction Company —San Antonio, TX
- Full-time
- 8 years
- Analysis skills
- Organizational skills
Quick Apply
Physical Therapist (PT) Home Health
TheraCare Home Health —San Antonio, TX
- Full-time
- CPR Certification
- Doctoral degree
- Surgery
- Continuing education credits
- Mileage reimbursement
Quick Apply
Mgr Plant Engineering
CPS Energy —San Antonio, TX
- Bachelor of Science
- Engineering
- Travel
Engineer
CPS Energy —San Antonio, TX
- Weekends as needed
- Management
- Bachelor of Science
- System design
Mgr Plant Engineering
CPS Energy —San Antonio, TX
- Bachelor of Science
- Engineering
- Travel
Product Portfolio Manager - Hydraulics
Dexter —Texas
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Program Manager, BBG Advanced Therapies
BioBridge Global —San Antonio, TX
- $96,221 - $126,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- OSHA
- 5 years
Quick Apply
2d
Product Portfolio Manager - Fenders & Springs
Dexter —Texas
- Full-time
- Remote
- 7 years
- Engineering
- Product management
- Profit sharing
- Health savings account
Quick Apply
Dir Power Plant
CPS Energy —San Antonio, TX
- Bachelor of Science
- Engineering
- Travel
4d
Data Center Construction Project Manager (RCDD)
MP NEXLEVEL LLC —Texas
- Microsoft Outlook
- High school
- 5 years
- Employee stock purchase plan
- Paid holidays
Quick Apply
Dir Power Plant
CPS Energy —San Antonio, TX
- Bachelor of Science
- Engineering
- Travel
4d
Engineer
CPS Energy —San Antonio, TX
- Weekends as needed
- Management
- Bachelor of Science
- System design
1d
CT Tech II
Methodist Hospital —San Antonio, TX
- Weekends only
- Mid-level
- Radiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Refrigeration Manager – Industrial Ammonia / PSM
kpg99.INC —San Antonio, TX
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- Background check
- Construction site
- System design
- Health insurance
- Dental insurance
Quick Apply
3d
Registered Nurse PRN Transition Labor and Delivery
Methodist Children's Hospital —San Antonio, TX
- PRN
- Mid-level
- Children
- Organizational skills
- Employee stock purchase plan
- Disability insurance
Quick Apply
Director of Specialty Surgical Services PCU
Methodist Hospital —San Antonio, TX
- Full-time
- Surgery
- Bachelor of Science
- 3 years
- Employee stock purchase plan
- Disability insurance
Quick Apply
Director of Emergency Services
SHR Talent —San Antonio, TX
- Acute care
- Nursing
- RN License
- Tuition reimbursement
- Retirement plan
Quick Apply
11d
Clinical Nurse Coordinator RN - Medical Telemetry
Methodist Hospital Stone Oak —San Antonio, TX
- Full-time
- Mid-level
- Telemetry
- Employee stock purchase plan
- Disability insurance
Quick Apply
Registered Nurse II NICU
Methodist Hospital Stone Oak —San Antonio, TX
- Full-time
- Mid-level
- Organizational skills
- No travel
- Employee stock purchase plan
- Disability insurance
Quick Apply
9d

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financial planning manager jobs near san antonio tx

Manager, Tax

Forvis Mazars -
San Antonio, TX

Quick Apply

Job Details

Full-time

Qualifications

Research
Partnership tax expertise
Bachelor's degree
Managing projects

Full Job Description

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.

The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.

What You Will Do:

Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
Developing, building, and managing client relationships as part of the proposal process
Participating in networking activities to further expand business opportunities and client relationships
As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
Assisting with managing, developing, and coaching professional tax staff
Reviewing and managing projects prepared by tax associates and seniors
Effectively delegating responsibilities to others and monitoring efforts of engagement teams
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Minimum Qualifications:

5 years or more of related experience in public accounting, law firm, or trust department
Bachelor or graduate degree in accounting, finance, or a related field
CPA license or J.D. degree and bar admission
Experience managing multiple client engagements

Preferred Qualifications:

Master's degree in Taxation or Law degree
Experience with OneSource tax software

Quick Apply

Refine Your Search

financial planning manager jobs in san antonio tx

Manager, Tax

Project Director (Power)

Physical Therapist (PT) Home Health

Mgr Plant Engineering

Engineer

Mgr Plant Engineering

Product Portfolio Manager - Hydraulics

Program Manager, BBG Advanced Therapies

Product Portfolio Manager - Fenders & Springs

Dir Power Plant

Data Center Construction Project Manager (RCDD)

Dir Power Plant

Engineer

CT Tech II

Senior Refrigeration Manager – Industrial Ammonia / PSM

Registered Nurse PRN Transition Labor and Delivery

Director of Specialty Surgical Services PCU

Director of Emergency Services

Clinical Nurse Coordinator RN - Medical Telemetry

Registered Nurse II NICU

I want to receive the latest job alert for financial planning manager in san antonio tx

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