Tax Manager - Private Client Services
Citrin-Cooperman-Advisors-LLC
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are seeking a Private Client Services (PCS) Manager in the Tax Department. As a Manager in PCS, you will be responsible for:Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporationsProvide effective consulting, planning and compliance for your clientsOversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issuesPerform tax research to resolve issuesMaintain strong relationships with a highly proactive approach to serving clientsCoordinates with Partner and staff to ensure timeliness and effective communication for proper planning of projectCoaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practiceMaintaining knowledge of new tax issues and general business trends impacting clientBachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred7+ years of progressive public accounting experienceKnowledge of hedge fund and private equity K1sExcellent written and verbal communication skillsCapable of managing multiple client engagementsA track record of building and sustaining client relationships and high-quality client serviceOutstanding analytical, organizational and project management skills #J-18808-Ljbffr
$125k - $191k
...Weaver is looking for a Private Client Services Tax Manager to provide federal tax compliance and planning to high-net-worth individuals and businesses. The role involves collaboration with firm leadership and mentoring less-experienced staff. Required qualifications include...Private client$125k - $191k
...Overview Weaver is seeking a Private Client Services Tax Manager to join our growing firm. A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Responsibilities A...Private clientFlexible hours$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Private clientFlexible hours- ...focus on what matters to you ! We are looking for a Private Client Services/High Net Worth Tax Director to join our Florham Park office. Our Private Client... ...tax research to resolve issues Oversee and manage the day-to-day needs of your clients and tax return process...Private clientSummer workPrivate practiceWork at officeRemote workFlexible hours
- ...compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are seeking a Private Client Services (PCS) Manager in the Tax Department. As a Manager in PCS, you will be responsible for:...Private clientFlexible hours
$98.5k - $175k
...growing industries, Aprio ensures clients are prepared for wherever life... ...with Aprio. Join Aprio's Tax team and you will help... ...growing firm looking for a Tax Manager - Technology Industry to join... ...committed to exceptional client service and developing and implementing...Full timeWork at officeLocal areaRemote workFlexible hours- KPMG Careers is looking for a Manager/Senior Manager in Business Tax Services in Short Hills, New Jersey. The role involves managing client portfolios, overseeing tax teams, and providing high-quality tax advice. Candidates should have at least five years of experience...
- ...Overview Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office strategy provides a diverse array of service offerings to support high/ultra-high net worth...Work at officeWork visa
$135k - $210k
...Tax Manager Withum is a place where talent thrives - where who you are matters. It's a... ...the power in the plus! Withum's Tax Services Group is made up of a brilliant team of... ...Tax Credit, as well as International and Private Client services. As a Healthcare Tax...Private clientWork at officeLocal area$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where who you are matters... ...the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team... ...Credit, as well as International and Private Client services This Senior Manager role...Private clientWork at officeLocal area$120k - $180k
...Not-for-Profit Tax Manager Withum is a place where talent thrives - where who you are... ...Career Starts with You. Withum's Tax Services Group is made up of a brilliant team of... ...Tax Credit, as well as International and Private Client services. As a Not-for-Profit Tax...Private clientWork at officeLocal area- ...Wiss is hiring a Manager for its Client Accounting Advisory Services team in Florham Park, NJ. This hybrid role involves overseeing financial operations for high net worth clients, managing client relationships, and providing actionable financial insights. Candidates should...Work at office
$110k - $215k
...is responsible for expanding client relationships by identifying... ...needs and the full array of Private Bank capabilities, establishing... ...includes executing the Client Management Process and partnering across... ...or equivalent financial services/business experience Excellent...Private clientShift workDay shift$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...North America, we combine the personalized service model of a local consultant with the... ...important information about their risk management needs and financial loss tolerance,...Private clientLocal areaNight shift$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where... ...Career Starts with You. Withum's Tax Services Group is made up of a brilliant team... ...Credit, as well as International and Private Client services. As a Tech & Emerging Growth...Private clientWork at officeLocal area$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...North America, we combine the personalized service model of a local consultant with the... ...important information about their risk management needs and financial loss tolerance,...Private clientMinimum wageLocal areaNight shift$46.8k - $87.4k
...different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA).... ...North America, we combine the personalized service model of a local consultant with the... ...declarations and provide support to your manager/team with event planning, scheduling,...Private clientMinimum wageWork at officeLocal areaNight shift- JPMorgan Chase & Co. is seeking a Private Client Banker to manage the financial relationships of affluent clients. You will provide tailored financial... ...include client acquisition, promoting self-service banking options, and ensuring compliance with regulatory...Private client
$137.2k - $240.3k
...Chief Financial Officer (CFO) – Marsh McLennan Agency Private Client Services Marsh McLennan Agency (MMA) Private Client Services (PCS)... ...the firm's strategic goals and objectives and the overall management of the organization. Focus leaders, through use of metrics...Private clientMinimum wage- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves providing exceptional service and support... ...relationships through effective communication and client management. The ideal candidate will have strong interpersonal skills,...Private client
- ...Private Client Producer At Gallagher, we help clients face risk with... ...high net worth individuals, managing their personal insurance programs... ...clients. Provides service to clients according to their... ...insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA...Private clientInternshipLive outWork at officeLocal areaFlexible hours
- ...Summary As a Client Advisor you will deliver a world-class luxury experience, build lasting... ...tools, and represent the boutique at private and in-store events. The role requires a... ...driven approach and a focus on personalized service. Responsibilities Deliver a seamless, personalized...Private client
- hackajob is seeking an Onboarding Manager to enhance the client experience in Whippany, NJ. You will drive a comprehensive onboarding strategy for... ...workplace culture. You are expected to have experience in client service and significant knowledge of regulatory frameworks....
$100k - $135k
...Tax Supervisor Withum is a place where talent thrives - where... ...with You. Withum's Tax Services Group is made up of a brilliant... ...as well as International and Private Client services. This Tax... ...relationships Ability to manage multiple engagements and competing...Private clientWork at officeLocal area$98.5k - $160k
...growing industries, Aprio ensures clients are prepared for wherever life... .... Join Aprio's Enterprise Tax team and you will help clients... ...growing firm looking for a Tax Manager to join their dynamic team.... ...committed to exceptional client service and developing and implementing...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$60k - $98k
...Work180 is seeking an experienced Account Manager in Morristown, NJ. This role involves client servicing, managing accounts, and building relationships with clients and carriers. The ideal candidate should have over 3 years of client service experience and possess a P...- ...impact every day. Learn more about what makes us different and how you can thrive as a Business Development Specialist at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Private clientLocal areaNight shift
- A leading insurance firm in Morristown is seeking an Account Manager for client account servicing. Responsibilities include developing relationships with clients and carriers, preparing proposals, and maintaining client files. The ideal candidate should have over 3 years...
$165k - $190k
...experienced, talented and proven Director of Client Management with at least 15 years of related... ...Senior Executive Director and Head of Fund Services, North America and oversee the North... ...finance; MBA preferred Experience in Private Equity Fund Accounting Proven inspirational...Full timeWork at officeWorldwideMonday to Friday- ...Unicity Care Management in Essex Fells, New Jersey is seeking a Care Manager to manage a small caseload of private pay clients, providing coordination of services and ongoing support in their homes. The role requires a Licensed Social Worker with 7-10 years of experience...Private clientFlexible hours
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