Private Tax Leader — Wealth & Family Governance (Hybrid)
EY
EY is seeking a seasoned professional to lead tailored tax advice and compliance solutions across various family and business structures. This role requires a minimum of 5 years' experience, a CPA certification, and a thorough understanding of tax planning. The ideal candidate will engage closely with clients, guiding teams in delivering comprehensive solutions, while adhering to high standards of quality and risk management. Hybrid work model with flexible vacation policy included. #J-18808-Ljbffr EY
- ...professional services firm seeks a Manager in Private Tax to provide personalized tax advice... ...tax planning and advising on wealth management issues for family-owned businesses and high-net-worth... .... Competitive compensation and a hybrid work model are offered. #J-18808-...PrivateTax
- Ernst & Young Oman seeks a Manager in Private Tax to provide personal tax advice and... ...compliance support to business owners and families. You'll lead the delivery of tailored... ...navigate challenges involving family governance and wealth transfer. This role requires a...PrivateTax
- EY is seeking a Manager in Private Tax in New York to provide personal tax advice to private... ...tailored tax solutions, support clients in wealth transfer and succession planning, and... ...competitive salary, comprehensive benefits, and a hybrid work model. #J-18808-Ljbffr EYPrivateTax
$30 per hour
...department as a Senior Family Wealth Strategist. The... ...is a thought leader in wealth strategy... ...the potential for hybrid or remote work arrangements... ...on estate, tax, philanthropic, and... ...family partnerships, private foundations, and... ...family governance, educating and advising...PrivateTaxWork at officeRemote work$115k - $270k
...IMPACT Goldman Sachs Family Office is seeking... ...and advise private clients and family... ...operational setup and governance, evaluating outsourcing... .... OUR IMPACT Wealth Management Across... ...which may include tax and estate planning... ...firm as a thought leader. Team Leadership...PrivateTaxFull timeTemporary workPart timeWork at office$106.5k - $195.1k
..., Los Angeles Manager - Private Tax (Financial Services Organization... ..., business‑owning families, and owners of private wealth. You’ll advise on matters... ...individuals, succession, governance, cross‑border matters, and... ...and additional leaves. Hybrid work model: 60% in‑person...PrivateTaxRemote workFlexible hours- ...About the job CEO - Single Family Office We are representing... ...across public markets, private equity, real estate and direct... ...investment strategy, risk management, governance, and operational... ...managers Supervise finance, tax, legal and reporting functions...PrivateTaxWork at office
$190k - $215k
...elaborate estate plans for ultra-high-net-worth families. The role involves drafting wills and trusts, advising on tax strategies, and benefiting from private wealth summits to enhance your professional profile. With a hybrid work model and strong career advancement...PrivateTax$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice Lead, Vice... ...and entrepreneurial leader to grow a national insurance... ..., which may include tax and estate planning,... ...compliance frameworks governing insurance products and...PrivateTaxFull timeTemporary workPart timeWork at office- ...seeking experienced Senior Wealth Advisors to join their... ...-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments,... ...in firm direction Hybrid schedule with flexibility... ...plus Background in RIA, private bank, or wirehouse...PrivateTaxFull timeWork at officeLocal areaRemote work
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing... ...candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with...PrivateTaxFull time$100k - $120k
...join our Latin America private banking team in our New... ...primary support to multi‑family office (MFO) LATAM... ...client questions (e.g., tax checks, wire transfers,... ...client support role within wealth management/private... ...Location & Compensation Hybrid: 4 days per week in the...PrivateTaxWork at officeLocal area- Liberty Personnel Services, Inc. is seeking a Director of Tax to lead and expand a sophisticated tax advisory practice. The ideal candidate will oversee tax guidance for businesses and high-net-worth individuals, while managing client relationships and team development....PrivateTax
- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily... ...Office (GSFO), part of the Private Wealth Management division, is... ...relationships. Guide operational setup, governance frameworks, and technology... ...reporting, wealth planning, tax and estate advisory, and...PrivateTaxWork at office
$200k - $250k
...Manager (RM) to join our multi‑family (MFO) team in New York, NY. In... ...- integrating estate and tax planning Ensure all clients are... ...Familiarity and comfort engaging with private business owners Strong team... ...our people. Our long‑tenured leaders are experts in their areas and...PrivateTaxWork at officeLocal area$125k - $275k
Relationship Manager, Wealth Advisory Full Time Exempt... ...a trusted partner for private wealth, endowment & foundation... ...will operate in a hybrid work environment, 3... ...officers on large, complex family relationships and also... ..., gift and estate taxes, financial and wealth transfer...PrivateTaxFull timeWork at office3 days per week- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers... ...trusts & estates, individual tax rules (both transfer and... ...working with individuals and families ranging from affluent to high... ...can work closely with market leaders & practice partners without daily...PrivateTaxWork at office
$116.2k - $212.9k
...opportunity EY is a leader in serving the... ...Capital Markets, Wealth and Asset Management... ...team! EY’s FSO tax practice provides comprehensive... ...of hedge fund, private equity fund and... ...and leader-enabled hybrid model. Our... ...Summer breaks, Personal/Family Care, and other leaves...PrivateTaxWork experience placementSummer holidayLocal areaFlexible hours$190k - $220k
...York, we are recruiting a Wealth Planner to support the Senior... ...estate, philanthropic, and tax guidance to our Private Banking clients. This role... ...Regional Trust Heads, Team Leaders, and event planners across... ...flexibility to enjoy personal and family experiences at every career...PrivateTaxPart timeLocal areaRemote workFlexible hours$87.03k - $138.97k
...PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in... ...and ultra-high-net-worth individuals and families within a specific region. Partners with... ...planning analyses. Collaborate closely with Tax and Financial Planning team. Lead...PrivateTaxBank staffRemote workShift work- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...ultra high net worth individuals and families, as well as select institutions,... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...PrivateTax
$250k - $290k
...partner with CEOs, Boards, Private Equity and Governments every step of the way... ...and internal leaders on AI strategy, product... ...led and leader-enabled hybrid model. Our... ...Summer breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and transactions...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company... ...with a passion for helping families achieve their long‑term financial... ...with top fiduciary, tax and wealth management professionals... ...and related documents governing each account, using senior...PrivateTaxFull timeTemporary workPart timeWork at office- ...comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess... ...estate planning, tax optimization strategies,... ...real estate management, and family governance support Regularly review...PrivateTaxWork at office
- Wealth Management, Product Development, Vice President... ...helps individuals, families and foundations take a... ...products for use in the Private Bank (PB), Chase Wealth... ...objectives. Partner with leaders across the company on designing... ..., risk, finance, tax, operations and...PrivateTax
$95k - $160k
...York, New York. Create comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions,... ...product and service offerings, including tax and estate planning, philanthropic planning, and private banking and lending services....PrivateTax$180k - $350k
...within J.P. Morgan Wealth Management... ...asset solutions for Family Offices, Endowments... ...with International Private Bank Advisors to deliver... ...a customized tax‑aware investment strategy... ...policy and governance, ensuring clients... ...Act as a thought leader by sharing J.P. Morgan...PrivateTaxWork at officeFlexible hours- ...Family Office Advisory Manager We are the... ...and growing their wealth. Whether derived... ...family dynamics, governance structures, succession... ...operations, tax, technology, risk,... ...into a market-facing leader, actively engaging... ...asset management, private equity, or family...PrivateTaxTemporary workWork at office
$192.2k - $356.9k
...Greater NY City/Tri-state area of Wealth Management. Represents... ...the Commercial, Business and Private Banking teams to expand brand... ...individuals, business owners and families. Work closely with families and... ...experience working with complex tax and legal issues, or in lieu...PrivateTaxWork experience placement- Asset & Wealth Management, Private Wealth Management, Marketing and Client... ...partner with key leaders across the business,... ...individuals, as well as family offices, foundations... ..., which may include tax and estate planning,... ...with company policies. Governance : Ensure all event...PrivateTaxFull timeWork at office
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