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$100k - $110k
...International Tax Services ManagerChiampou Travis Besaw & Kershner (CTBK) is a locally... ...on our team, we provide businesses and high net worth individuals with assurance, accounting,... ...professional growth.As a member of the management team, this position leads the delivery of...High net worthApprenticeshipLocal area$120k - $165k
...Tax Manager - Public Accounting Firm Location: Buffalo, NY Work Style: Hybrid or In-Office Opportunities (flexible... ...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$110k - $210k
...What You'll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team , you'll provide personalized, high-touch service to high net worth individuals...High net worthContract workWork at office$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- ...firm is seeking an experienced Remote Tax Supervisor to join its team. This opportunity... ...relationships with business owners and high-net-worth individuals, provide thoughtful tax... ...leadership role through reviewing returns, managing deadlines, and serving as a trusted...High net worthRemote job
$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$135k - $170k
...(Hybrid) / Buffalo, New York (Hybrid)3 - Tax - General /Regular Full-time /HybridWHY we... ...people success).Summary of Role: The Tax Manager is responsible for the efficient,... ...of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.Minimum...Full timeLocal areaWorldwide$90k - $110k
...San Jose, California (Hybrid) / Denver, Colorado (Hybrid)3 - Tax - General /Regular Full-time /HybridGHJ is looking for a Tax Senior... ...growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future...High net worthFull timeLocal areaWorldwide$174.8k - $218.5k
...000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs... ...The Opportunities Of Tomorrow. As a Technical Senior Manager, Tax You’ll Work To: Through partnership with product and...Full timeWork at office$147.4k - $336.8k
...EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base. The role involves providing strategic outcomes for complex tax issues while collaborating with a motivated team. Candidates should have 7-10 years of experience in...Flexible hours- ...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
$140k - $170k
...Tax ManagerMoog is a performance culture that empowers people to achieve great things.... ...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 thrive...Fixed term contractLocal areaFlexible hours$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$145k - $200k
...leadership Job Details We are hiring an experienced applicant-side workers compensation attorney to join our team remotely. Youll manage a full caseload and lead a support team while enjoying the flexibility of a remote work environment. We will consider Workers Comp...Work at officeLocal areaRemote work$125k - $180k
...Job Description Job Description Tax Accountant, CPA Location: Buffalo Employment... ...with individuals, businesses, and high-net-worth clients Identify tax-saving... ...and communication skills ~ Ability to manage multiple deadlines during busy seasons...High net worthFull timeWork at officeLocal areaRelocationRelocation packageFlexible hours$80k
...Job Description Job Description Tax Compliance Specialist 100% Remote Role |... ...advisory firm that works with SMB owners and high-net-worth individuals who want more from their tax... ...Specialist to collaboratively manage an assigned client book, produce accurate...High net worthWork experience placementRemote work$120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $120,00... ...work, this opportunity is worth a conversation. We're... ...advisory role rather than compliance management ~ Established portfolio of... ...to business owners and high-net-worth clients, helping them make...High net worthRemote work$22.61 - $37.67 per hour
...aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined...High net worthHourly payWork experience placementImmediate start$85k - $115k
...Reputable Firm | High Compensation | Structured Development This Jobot Job is hosted by: Luke Moussalli Are you a fit? Easy Apply... ...attorney support on high-value cases. Responsibilities: Manage wrongful death and catastrophic injury files from intake through...Local area$120k - $160k
...Job Description Job Description Tax Manager – Public Accounting Firm (Confidential Search) Location: Buffalo NY Work Style: Hybrid (flexible in-office schedule) Compensation: $120,000 – $160,000 base + bonus (DOE) About the Opportunity Our client is a well...Work at officeFlexible hours- ...Job Description Job Description Tax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is... ...opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence...Local areaRemote workFlexible hours
$110k
...Description Job Description Senior Tax Advisor - Dental Practice Specialty Location... ...orthodontists, oral surgeons, and other high-net-worth business owners who need more than... ...This role is not centered around simply managing tax return production. The preparation team...High net worthFull timeRemote workFlexible hours$150k - $250k
...Our client, a well-established and highly respected AMLaw 200 law firm, is looking to add... ...Doctor from an accredited law school. LLM in tax law or estate planning is preferred, but... ...in estate planning, working with high-net-worth individuals and trust administration, including...High net worth$100k - $120k
...Estate & Trust Tax ManagerOur staff enjoy flexible hours, summer Fridays, hybrid remote... ...attire!Engagements for Estate & Trust Tax Managers include:Prepare and review complex estate... ...returnsLead estate and gift planning for high network clientsPerform tax researchRecognize...Summer workRemote workFlexible hours$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$125k
...Job Description Job Description Tax Manager Buffalo, NY This is not a 100% Remote role. This is a Hybrid role you MUST live... ...leadership team. Tax preparation and tax review experience is highly needed What You’ll Do ✅ Lead and mentor a high-performing...Full timeTemporary workLive inLocal areaRelocationRelocation package$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations...H1bLocal area- ...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
$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
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