Senior Tax Manager - High‑Net‑Worth & Family Office
PKF O'Connor Davies
PKF O'Connor Davies is looking for an experienced Tax Manager to join their Private Client Services practice in Harrison, NY. This role involves leading compliance and consulting engagements for high-net-worth clients, reviewing complex tax returns, and providing advanced tax planning strategies. The ideal candidate will have 7+ years of tax experience, a Bachelor’s degree in Accounting, and an active CPA license. The firm offers a comprehensive benefits package, including medical and retirement plans. #J-18808-Ljbffr PKF O'Connor Davies
- PKFOD is seeking a Director for Family Office Accounting Services in New York. The ideal candidate will manage a team and deliver comprehensive services to high-net-worth clients. Key responsibilities include overseeing financial management, ensuring compliance with accounting...Work at officeHigh net worth
- ...Connor Davies in Harrison, NY seeks an experienced Director for its Family Office practice. The role involves leading comprehensive accounting and financial services for high-net-worth clients and managing a team while fostering growth in the practice. The ideal candidate...Work at officeHigh net worth
$100k - $150k
...ranked accounting, tax, and advisory firm with offices across the U.S. and... ...to join our growing Family Office practice.... ...administrative services to high-net-worth individuals and... ...clients, while managing a team and contributing... ...team of managers, seniors, and staff. Review...Work at officeHigh net worthFull timeLocal areaFlexible hours3 days per week$100k - $135k
...We are seeking an experienced Tax Manager to join our Private Client Services practice... ..., and consulting services to high‑net‑worth individuals, families, and closely held businesses. The ideal... ...high‑net‑worth individuals, family offices, and closely held entities. Review...High net worthFull timePrivate practiceLocal areaFlexible hours3 days per week- ...seeking an experienced Trust & Estate Partner to join its Private Client Services practice in the United States. You will advise high-net-worth families on sophisticated estate, gift, fiduciary, and multigenerational wealth planning, while shaping the growth of the practice....SeniorHigh net worthPrivate practice
$300k - $400k
...determine how significant family wealth is... ...experienced Trust & Estate Tax Partner to its... ...leader to advise high-net-worth and ultra-high-net... ...Serve as a senior advisor to high-net... ...advisors, family offices, investment professionals... ...Directors, Managers, and other professionals...Work at officeHigh net worthPrivate practice$100k - $135k
We are seeking an experienced Tax Manager to join our Private Client Services practice... ..., and consulting services to high‑net‑worth individuals, families, and closely held businesses. The ideal... ...high‑net‑worth individuals, family offices, and closely held entities. Review...High net worthFull timePrivate practiceLocal areaFlexible hours3 days per week- ...Bring your tax expertise to a firm where... ...independent wealth management firms. Moneco... ...” nationwide. The Senior Tax Associate is a... ...or EA designation highly preferred. Minimum... ...SurePrep; Microsoft Office Suite; QuickBooks... ...multigenerational client families, and have a clear...Work at officeSeniorFull time
- Hilb Group is seeking a Senior Client Placement Lead Associate in Harrison, NY, a hybrid role. The candidate will manage placement and marketing of new and renewal business with premier carriers and support ADP Workforce Now configurations and ACA modules. Ideal candidates...SeniorHigh net worth
- .... We promote a service-driven culture of high performance that encourages career and professional... ...seeking a motivated and ambitious Senior Client Placement Lead Associate to join... ...and renewal business with premier High Net Worth carriers, including Chubb, PURE, Berkley...SeniorHigh net worthTemporary workWork experience placementLocal area
- ...is seeking an experienced attorney specializing in matrimonial/family law in Harrison, NY. The ideal candidate will have at least 5 years... ...divorces and custody disputes. Responsibilities include managing litigation phases, advising clients on complex family law issues...Senior
$123.5k - $206.75k
...experienced Revenue Growth Management leader. This role... .... This is a highly consultative and... ...will consult with senior leadership teams in... ...Purchase, NY HQ office 3 days/week. Responsibilities... ...the Gross-to-net P&L Net structure... ...and their families, subject to elections...Work at officeSeniorWork experience placement3 days per week$95k - $115k
...‑ranked accounting, tax, and advisory firm with offices across the U.S. and... ...play a key role in managing tax engagements for... ...partners to deliver high‑quality client service... ...tax associates and senior associates, providing... ...Experience with high‑net‑worth individual taxation...High net worthFull timeLocal areaFlexible hours3 days per week$80k - $90k
Harrison Office 500 Mamaroneck Ave Harrison, NY 10528, USA Harrison... ...Davies is a top-ranked accounting, tax, and advisory firm with... ...Davies is the place for you! The Senior Audit Associate will be... ...communication with clients to manage expectations and ensure satisfaction...Work at officeSeniorLocal areaVisa sponsorshipWork visaFlexible hours3 days per week- ...Legal Department in Harrison, NY. This role manages executive schedules, travel, expense... ...professionalism. The ideal candidate has 7+ years of senior administrative experience, preferably... ..., and strong proficiency with Microsoft Office. This onsite, full-time position offers...Work at officeSeniorFull timeContract work
$21 per hour
...Senior Accounting Specialist For the life you choose... .... Assists finance managers with account research,... ...requested. Provides a high level of internal and... ...sales, use, and property tax compliance issues and... ...Experience with Microsoft Office suite including Excel,...Work at officeSeniorHourly payWork experience placement- PKF O’Connor Davies is seeking a Tax Supervisor to lead tax engagements for middle-market clients... ...expertise, a CPA/EA track record, and the ability to manage client relationships and deadlines in a fast-paced environment. Office-based with collaboration across teams. #J-1880...Work at office
- IMA Financial Group, Inc. is seeking a seasoned claims professional to lead executive risk and property coverage matters in a client-focused environment. You will guide complex claims, mentor staff, and collaborate with carriers and TPAs. The role emphasizes client advisory...Senior
- Moneco Advisors is a modern, full-service wealth management firm with an integrated tax advisory practice. We seek a Senior Tax Associate to handle tax compliance and planning at the intersection of tax and holistic financial planning. The role offers a full-time salaried...SeniorFull time
- ...and organizational skills, able to work independently while effectively communicating with ownership and external parties. You will manage the general ledger, prepare monthly management reports, and assist in treasury functions while collaborating with third parties for...Work at office
- ...for business and productivity initiatives, tax and bottle deposit filings, statutory and... ...based in our Purchase, NY or Chicago, IL office. Responsibilities Field Financial Reporting... ...analytics Work with PBUS Region teams to manage timely submission of periodic results Maintain...Work at office
$18.44 - $19.69 per hour
...Family Service Advocate Are you interested in engaging with and supporting families? We are... ...regularly lift, bend, carry and perform other high-energy activities; a valid driver's license; competency with Microsoft Office; ability to function autonomously and as part...Work at office$110k - $150k
...computer systems/programs Assists Claim Manager with claim staff onboarding,... ...platforms preferred Experience with MS Office products preferred/required (... ...Plans Prescription Drugs Dental Vision Family Assistance Program FSA HSA Pre-Tax Parking Plan 401(k) Life/AD&D Accident...Temporary workWork experience placementInternshipLocal areaFlexible hours$20 - $28.9 per hour
...Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 6... ...responsibilities of both a Senior Teller and a Personal Banking... ...adhering to procedures. Education High school diploma or equivalent... ...skills; familiarity with Microsoft Office (Word, Excel, Outlook)....Work at officeSeniorFlexible hours- ...and annual closes, ensuring accuracy and GAAP compliance across the general ledger. You will partner with Supply Chain, Commercial, Tax, and Treasury to translate financial results into actionable insights, drive process improvements, and support audits and system implementations...Senior
$1,400 - $1,600 per week
...Steady regional freight ~ Newer, well-maintained equipment ~24/7 office & maintenance support ~ Consistent miles and dependable... ...Insurance Up to 3% 401(k) company match Paid time off Family-first culture Fuel card & paid toll fees Passenger ride-along...Work at officeWeekly pay- ...business-oriented solutions to cultivate high-functioning workforces that are engaged and... ...Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® “Best Law... ...of strategic BD efforts across the firm’s offices, practices, and industries. The ideal candidate...Work at office
$14.45 - $18 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in... ...role is in-person at a local H&R Block tax office. Meet with clients to gather... ...based tools like Copilot and ChatGPT High school diploma / GED/ equivalent Preferred...Work at officeHourly payMinimum wageTemporary workSeasonal workLocal areaWeekend workAfternoon shift$120k - $205k
Role Overview Morgan Stanley Wealth Management's Legal and Compliance Division is seeking to... ...on complex trading strategies by high net worth and ultra‑high net worth clients Advising... ...related experience with applicable ERISA and tax issues. Candidates should have experience...High net worthTemporary work$93.5k - $156.45k
...technical accounting guidance to Control teams globally, executing management representation letters, and preparing elements for SEC filings... ...benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision...Flexible hours
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