Tax Manager - Private Client Services (Family Office)
CohnReznick
CohnReznick seeks a Tax Manager for its Private Client Services team in the New York Metro area. You will oversee complex individual, fiduciary, and entity tax matters, collaborating with clients and partners to deliver comprehensive tax solutions. The role requires strong technical knowledge, supervisory experience, and a commitment to client service. Hybrid work model with in-office collaboration about 3 days per week is encouraged. #J-18808-Ljbffr CohnReznick
$110k - $175k
...top professional services firms,... ...assurance, and tax with team members... ...optimize performance, manage risk, and... ...solutions to address clients' unique... ...opportunity. With offices nationwide, the... ...Manager to join our Private Client Services... ...services for Family Offices and UHNWIs...Work at officePrivate clientPrivate practiceLocal areaFlexible hours3 days per week$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice within our... ...-worth individuals, their families, family offices, C-Suite executives,... ...other people with complicated tax and financial structures.... ...insurance planning. A Tax Manager, Private Client Services is...Work at officePrivate clientPrivate practice- Job Summary:Private Client Services at BDO is a boutique practice within our... ...-worth individuals, their families, family offices, C-Suite executives, athletes... ...people with complicated tax and financial structures.... ...insurance planning.A Tax Manager, Private Client Services is...Work at officePrivate clientPrivate practice
- ...style */ Department Tax /*generated inline... ...top professional services firms, CohnReznick... ...performance, manage risk, and maximize... ...solutions to address clients’ unique business... ...opportunity. With offices nationwide, the firm... ...will support our Private Client Services Group...Work at officePrivate clientWork experience placementInterim roleLocal areaFlexible hours3 days per week
$150k - $250k
...style */ Department Tax /*generated inline... ...top Professional Services and Business... ...for a Tax Senior Manager to join the team in... ...our New York Metro offices.CohnReznick is a hybrid... ...rooted within the Private Client Services practice... ...tax services for Family Offices and UHNWIs...Private clientPrivate practiceLocal areaFlexible hours3 days per week- ...Job Description Job Description Private Client Services: Jr. Account Manager Port Chester, NY (Hybrid)... ...Zachys Zachys is a fourth-generation family-owned business with a rich history... ...Chester, NY , with an international office in Hong Kong. Our commitment to...Work at officePrivate client
$100k - $150k
...ranked accounting, tax, and advisory firm with offices across the U.S.... ...real value to our clients.Our mission is to... ...exceptional service while fostering long... ...experienced Tax Manager to join our growing Private Client Services practice... ...individuals, families, and closely held...Private clientFull timePrivate practiceLocal area3 days per week$105.38k - $215.38k
...Are you a tax professional who... ...worth individuals, families, and their advisors... ...so, this Tax Manager opportunity... ...Individual Tax Services - High Net Worth... ...needed.Build strong client relationships... .../primary office if eligible to... ...individuals or private clients.Strong...Work at officePrivate clientLocal area$130k - $165k
...Description Job Description Most Tax Manager roles give you more returns... ...much broader role in your clients' financial lives. A... ...firm is looking to add a Private Client Services Tax Manager to its growing... ...-net-worth individuals, families, business owners, trusts, and...Private clientPrivate practice- ...AnnuallyIndustry Hedge Fund;Private EquitySelling Points Lead impactful tax strategies for high-... ...and compliant tax management.Oversee tax compliance... ...special projects related to family office operations.Provide... ...experience in Private Client Services, High Net Worth Tax,...Work at officePrivate client
$100k - $150k
...ranked accounting, tax, and advisory firm with offices across the U.S.... ...value to our clients.Our mission is to... ...provide exceptional service while fostering... ...our growing Family Office practice.... ...clients, while managing a team and contributing... ..., including private equity, hedge...Work at officeFull timeLocal area3 days per week$190k - $250k
...Description At the Director level, Private Client Services should be about more than... ...a Private Client Services Tax Director to work with high-... ...high-net-worth individuals, families, business owners, trusts,... ...technical resource for Managers, Seniors, and other members...Private clientPrivate practice$110k - $190k
...Vice President Product Manager: Client Platform Multi-Factor Authentication... ...a leading global financial services firm providing investment... ...Fraud Operations, Chief Data Office/Risk, Legal, Compliance, and... ...support our employees and their families at every point along their...Work at officeFull timeTemporary workWorldwide$245k - $375k
...Junior Partner | Matrimonial & Family Law Advocacy ⚖️ Practice... .../ Domestic Relations / Private Client Services § Location: Greenwich,... ...intricate familial transitions. ⨖ Managing sophisticated matrimonial... ...broader wealth preservation and tax planning objectives. ⨖...Private clientFull timeContract workLocal areaFlexible hours- ...Job Description: Private Client Services: Junior Account Manager Port Chester, NY (Hybrid) Zachys Wine International The Job Zachys is one... ...but preferred • Must be proficient with Microsoft Office, especially Excel & Outlook • Experience in...Work at officePrivate clientFull timeWeekend workAfternoon shift
$60k - $80k
...Secretary Opportunity Our client is a premier, well... ...recognized private client practice... ...sophisticated individuals, families, and businesses on... ...to client service. Job Description Prepare... ...to detail. Manage schedules, including... .... Support general office operations, including...Work at officePrivate clientPrivate practiceLocal area$85k - $140k
...top professional services firms,... ...assurance, and tax with team members... ...optimize performance, manage risk, and... ...solutions to address clients’ unique... ...opportunity. With offices nationwide, the... ...rooted within the Private Client Services... ...tax services for Family Offices and...Private clientPrivate practiceLocal areaFlexible hours3 days per week$90k - $125k
...Feldman is seeking a Senior Tax Staff Accountant,... ...business management experience, to join our... ...reports in support of servicing clients, preparation of simple... ...Plains, NY or New York, NY office. Job Description Prepare... ...industries, as well as multi-family office services for...Work at officeWork experience placementLocal area- ...Tax Manager Or Senior Tax ManagerA well-established CPA... ...prioritizes long-term client relationships. The firm... ...businesses, restaurants, private equity groups, hedge... .... This is a full-service firm offering a long-term... ...dues coveredDaily in-office lunch providedFlexible...Work at officeRemote workFlexible hours
- ...Tax Manager Or Senior Tax ManagerA well-established CPA... ...prioritizes long-term client relationships. The firm... ...businesses, restaurants, private equity groups, hedge... .... This is a full-service firm offering a long-term... ...dues coveredDaily in-office lunch providedFlexible...Work at officeRemote workFlexible hours
- Overview Family Law Attorney needed for a high-end firm in White... ...complex legal issues and advise clients accordingly. Conduct... ...strong organizational and case management skills. Qualifications Juris... ...research software and Microsoft Office Suite. Excellent interpersonal...Work at officeLocal area
- ...than 1,400 attorneys across 46 offices nationwide, we are recognized... ...collaboration, innovation, client service, and mutual respect. We are committed... ..., public entities, and private clients in complex, high-... ...Responsibilities: Independently manage a litigation caseload,...Work at officePrivate clientFlexible hours
- ...SUMMARY/OBJECTIVE The Family Office Accounting Manager selected for this position will focus on preforming... ...department. •Display customer service and professional etiquette. • Classify... .... • Generate K1's, 1099's, and tax returns. Experience: •5+ Years...Work at officeFull time
$238.3k - $327.66k
...contributions. The Head of Tax – Diagnostics is a... ...internal requirements. Manage external auditors, tax... ..., distribution, and service models. Leadership &... ...ability, marital status, family responsibilities, pregnancy... ...Department through the Office of Foreign Assets...Work at officeTemporary workLocal area- ...Description Insurance Personal Lines Account Manager Location: Sparkill, NY Salary: 70K... ...account manager or personal lines CSR to service a book of personal insurance accounts.... ...lines account manager to respond to client calls about policy changes, updates and coverage...Private client
$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our TurboTax... ...Your primary focus will be full-service tax preparation for both... ...key role in growing TurboTax’s client base within the local community... ...environment independently while managing multiple priorities. \n Proficient...Local area$130k - $170k
...Tax Manager - ConstructionWe are currently seeking a Tax Manager to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY; Park Ridge, NJ; Chelmsford... ...the budgeted timeInteracting with clients to discuss issues with regard to tax...Work at officeLocal areaRemote work$17.75 - $23.5 per hour
...Seasonal Tax Associate As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from day... ...is in-person at a local H&R Block tax office. Meet with clients to gather...Work at officeHourly payMinimum wageTemporary workSeasonal workLocal areaWeekend workAfternoon shift- ...Cross Private Client- Greenwich Personal Lines Account Manager Account Manager Position Overview: Account Managers in the... ...to pro-actively and re-actively service our accounts, they must have exemplary... ...work Knowledge of Microsoft Office (Outlook, Calendar, Word, Excel)...Work at officePrivate client
- ...Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021... ...out of the Private Client Group of Wells... ...Private Wealth has offices in Greenwich, CT, New... ...touts individuals, families and non-profits as... ...a title of Senior Tax Associate. The role...Work at officePrivate clientFull timeTemporary workImmediate startFlexible hours
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