Tax Manager - High Net Worth
$80kBonadio
Tax Manager OpportunityWe have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees!Responsibilities:Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planningResponsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.Review and prepare clear and concise working papersWork on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trendsDevelop effective working relationships with internal and external clientsAssist clients with special projectsDeliver projects/engagements on time, within budget and to client's satisfactionManage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedbackRequired Qualifications:A minimum of a bachelor's degree in accountingCPA or EA certificationA minimum of five years of relevant CPA firm experienceAbility to develop and sustain business relationships for the purpose of increasing the client baseProficiency with tax software, Microsoft Office SuiteAbility and willingness to travel as requiredSalary range is between $80,000 and $100,000Hours Of Operation:Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on FridayWe pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak timesAt The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
$100k - $140k
Remote Tax Manager (Remote / Major US City Hub)Are you an experienced CPA looking for a high-impact remote leadership opportunity? We are seeking a dedicated Remote Tax Manager... ...a diverse portfolio of corporate and high-net-worth individual clients. In this fully remote...High net worthRemote workFlexible hours$80k - $150k
...Tax Manager Elite Way CPAs | Las Vegas, NV 89117 Position Type Full-time, Permanent Hours Monday–Friday, 8:30 AM–5... ...advisory services to small businesses, closely held companies, and high-net-worth individuals. Our work goes beyond tax compliance—we partner...High net worthPermanent employmentFull timeWork at officeRemote workMonday to Friday$192.9k - $347.1k
..., Colorado (Hybrid) / Buffalo, New York (Hybrid) / San Jose, California (Hybrid)3 - Tax - High Net Worth /Regular Full-time /HybridGHJ is looking for a High Net Worth (HNW) Tax Managing DirectorWHY we get up in the morningAt GHJ, we foster a flexible, entrepreneurial environment...High net worthFull timeLocal areaFlexible hours$120k - $165k
...Job Description Job Description Tax Manager – Public Accounting Firm Location: Buffalo, NY Work Style: Hybrid or In-Office... ...Accounting, or related discipline Prior experience working with high-net-worth individuals, trusts, or family offices Comfortable...High net worthWork at officeFlexible hours3 days per week$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits... ...Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical...High net worthImmediate startRemote workRelocation$118.2k - $171.4k
...(Hybrid) / Buffalo, New York (Hybrid)3 - Tax - General /Regular Full-time /HybridGHJ is... ...nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting... ...sustainability over size.Summary of Role: The Tax Manager is responsible for the efficient, accurate...Full timeLocal areaFlexible hours- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond... ...as a firm.KPMG is currently seeking a Tax Manager to join our Business Tax Services practice...Local area
$140k - $170k
...life inside and outside of work.Job Title:Tax ManagerReporting To:GVP - TaxWork Schedule... ...NYMoog’s Corporate Group is looking for a Tax Manager to join our team!As the Tax Manager, you... ...We are a tenured, established team, with high energy and a focus on collaboration. We...Full timeFixed term contractLocal areaFlexible hours- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax...Local area
- ...financial services industry—the Financial Services Organization (FSO). Our EDGE Private practice delivers specialized tax services to high‑net worth individuals, privately owned companies, and family offices with cross‑border scope. We offer a team‑led, leader‑enabled...High net worthPrivate practice
$79k - $142.3k
...(Hybrid) / Denver, Colorado (Hybrid)3 - Tax - General /Regular Full-time /HybridGHJ is... ...nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting... ...right candidate. We are developing a high net worth (HNW) practice to address the needs of...High net worthFull timeLocal areaFlexible hours$85k - $95k
...Tax Manager OpportunityThe Bonadio Group is seeking a Tax Manager to join our Tax Service Line. We work hard to develop and advance quality-focused tax professionals. You will enjoy the opportunity to learn, develop, and grow into well-rounded trusted advisors to clients...Summer workWork at officeMonday to FridayMonday to ThursdayFlexible hours- ...Our successful client in Richmond, VA offers a fully remote role for the experienced Senior Tax Manager with experience in fuel and excise taxes. They have a great team and the culture is collaborative and diverse. Duties: Lead tax team focusing on fuel and excise...Local areaRemote work
$150k - $250k
...National Tax Senior Manager – Quality Assurance & Risk Management (Remote) A nationally recognized CPA firm is seeking a National Tax Senior Manager – Quality Assurance & Risk Management to join its National Tax Team . This is a fully remote opportunity open to...Remote work$91.77k - $212.75k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...join our team.KPMG is currently seeking a Manager, Tax Accounting to join our Partner Tax... ...skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State...High net worthH1bLocal areaWeekend work- ...Tax AccountantPrepare federal and multi-state consolidated tax returns for multiple entity group.Prepare necessary work papers/schedules... ...personnel on special projects.Assist department with risk management and insurance functions as needed.Assist department with...Work at office
$160k - $220k
...firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory... ...portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with... ...opportunities with other top-tier CPA and Business Management firms that align with your career goals....High net worthLocal area- ...our growing team. This role is ideal for a highly motivated professional with a proven ability... ...cultivate relationships within the high net worth (HNW) community. As a trusted advisor, you will deliver tailored risk management and insurance solutions that reflect the unique...High net worthFull time
$200k
...ZACKS INVESTMENT MANAGEMENT: Born on Research In 1992, Zacks Investment Management was established as a wholly owned subsidiary... ...Opportunity: Present Zacks wealth management solutions to high-net-worth prospects. You will also be supported by sales support,...High net worthLocal areaRemote workHome officeOverseas3 days per week$112k - $210k
...borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the... ...on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with...High net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- About The RoleAre you an experienced tax leader seeking a high-impact directorial role with a firm that genuinely puts people and culture first... ...Operations: Oversee the tax department's project management systems to maximize operational efficiencies and workflow...Full timeLocal areaRemote workFlexible hours
$110k - $160k
...administration, probate, and federal estate and gift tax principles. Excellent legal research,... ..., and analytical skills. Ability to manage multiple matters and deadlines with... ...team. Experience working with high-net-worth clients and sophisticated estate planning...High net worthWork at officeLocal area- ...ServicesExperience: Bachelor's degree in Business Administration, Accounting, Finance, or equivalent. 5-7+ years of proven experience as a Payroll Manager or above. 3+ years of people leadership experience. Familiarity with unions and collective bargaining agreements. Working knowledge...Full timeWork experience placementWork at officeLocal areaFlexible hours
- ...We are seeking an experienced tax leader to oversee and grow a high-performing tax practice. This individual will lead complex... ...Responsibilities Lead, mentor, and develop tax managers and senior leaders. Advise high-net-worth individuals and businesses on complex tax...High net worthLocal area
$145k - $350k
...My client is seeking a U.S. federal tax attorney to join its growing and dynamic tax practice for its Buffalo, Rochester, New York... ...matters in connection with cross‑border issues involving both high‑net‑worth individuals and business entities. Our tax attorneys provide...High net worthWork at officeFlexible hours- ...full-service, holistic Wealth Management firm that has been serving the... ...under management and maintain high standards of fiduciary care.Key... ...financial plans for high-net-worth and mass-affluent clients, integrating... ...investment, retirement, tax, estate, insurance, and cash flow...High net worth
- ...Carta in New York is looking for a Technical Senior Manager, Tax to transform equity ownership through innovation. This role involves managing the tax team and ensuring connection between fund administration and tax products, enhancing client experience. The ideal candidate...
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ..., collaborating closely with colleagues, and engaging in a highly collaborative culture where listening to and sharing information...Seasonal workFlexible hours$132.7k - $303.2k
...the satisfaction that comes with producing high‑quality, valued work and advice. Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory... ...deliverables, developing internal team members, and managing the functional efforts of such tax processes...Work experience placementSummer holidayFlexible hours$60k - $85k
...SummaryAs a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience... ...new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the...High net worth
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