Tax Manager - Private Client & Family Office
RSM US LLP
RSM US LLP seeks a Tax Manager in Chicago to lead tax engagements for single-family, multi-family and virtual-family offices, delivering structuring, wealth transfer and compliance services. The role emphasizes mentorship, client service, and collaboration with tax specialists across the firm. You will manage engagements, ensure timely delivery, and help expand services with existing clients while maintaining high professional standards and client satisfaction. #J-18808-Ljbffr RSM US LLP
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within... ...-worth individuals, their families, family offices, C-Suite executives,... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is...Work at officePrivate clientPrivate practice$110k - $180k
...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin,... ...position offers flexibility in terms of office location, as EisnerAmper follows a... ...net worth individuals and their families, with a particular emphasis on...Work at officePrivate clientTemporary workPrivate practiceLocal area$126.1k - $253k
...change, empowering our clients and people to realize... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...family education, risk management, privacy/data security... ...Exposure to strategic tax planning, business advisory... ...with an emphasis on private client taxation...Work at officePrivate clientFull timeWork experience placementInternshipLocal area$95.4k - $180.4k
...change, empowering our clients and people to realize... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...family education, risk management, privacy/data security... ...Exposure to strategic tax planning, business advisory... ...: Experience with private client or business taxation...Work at officePrivate clientFull timeWork experience placementInternshipLocal area$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within... ...‑worth individuals, their families, family offices, C‑Suite executives,... ...other people with complicated tax and financial structures. The... ...insurance planning. A Tax Manager in Private Client Services...Work at officePrivate clientPrivate practice$137.4k - $240.4k
...successful individuals, families, and institutions by... ...’s most sophisticated clients using leading technology... ...market development officer (sales representative)... ...office, business owner and private investment office... ...trust and investment management solutions.Utilizes business...Work at officePrivate clientLocal areaFlexible hours$125k - $228k
...Anything. Aprio has 40 U.S. office locations, as well as international... ...industries, Aprio ensures clients are prepared for wherever... ...move with Aprio. Join Aprio's Tax team and you will help clients... ...firm looking for a Senior Tax Manager, Private Client Services/HNWI to join...Work at officePrivate clientFull timeWork experience placementLocal areaRemote workFlexible hours$166k - $280k
...Boundless Horizons of Tax, Valuation, and... ...with extraordinary clients spanning every industry... ...RoleAs a member of the Private Client Services... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...with clients to manage expectations, ensure...Work at officePrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$154k - $219k
...the Boundless Horizons of Tax, Valuation, and Business... ...with extraordinary clients spanning every industry,... ...success!The RoleSenior Managers in our Private Client Services (PCS) practice... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$110k - $180k
...have the flexibility to manage your days in support of... ...a team, foster strong client relationships, prospect... ...exceptional client service and tax expertise. Responsible... ...individuals and their families, with a particular... ..., such as hedge funds, private equity, and other...Private clientLocal area$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...high‑net‑worth individuals, families, family offices, C‑Suite executives,... ...entertainers, and others with complex tax and financial structures.... .... Job Summary A Tax Managing Director, Private Client Services...Work at officePrivate client- A leading financial institution is seeking a Lead Market Development Officer to focus on U.S.-based family offices and private investment clients. The role involves sourcing new business opportunities and leading the sales process. The ideal candidate will have 8-10 years...Work at officePrivate client
- ...assigned customers and/or policies within Private Client Services. Supports Producer in... ...ESSENTIAL DUTIES AND RESPONSIBILITIESFoster and manage overall relationship with clients, ensuring... ...renewalSKILLSProficient in Microsoft Office SuiteKnowledge of a wide array of private...Work at officePrivate clientImmediate start
$70k - $100k
...Family Office Analyst At BBH, partnership is more than a form of ownership... ...is the best way to help our clients and advance our business. We... ...and preferred advisor for private businesses, their owners, and... ...will support the Relationship Manager (RM) by serving as the...Work at officePrivate clientLocal area- A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...Private client
$130k - $160k
Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the Chicago, IL area. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of...Private clientSummer workLocal areaFlexible hours- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...Private client
$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your career path. This... ...multi entity high net worth clients and family offices.... ...Partner with external advisors (tax, legal, investment... ...enhances Armanino's brand in the private client and family office community...Work at officePrivate clientContract workLocal areaFlexible hours$172.5k - $187.5k
As the Transaction Tax Manager you’ll lead innovative tax planning, consulting... ...A projects for your multiple clients - all with the resources,... ...to IRC Section 382 for both private and public clients Other... ...in revenues and more than 50 offices spanning the U.S., Ireland and...Work at officePrivate clientInternshipSeasonal workLocal areaFlexible hours3 days per week$110k - $250k
...Ruby Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW)... ...Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully...Private clientLocal areaRemote workFlexible hours- Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex... ...projects and provide exceptional client service to ultra-high-net-worth clients.... ...environment for candidates located near a Crowe office, allowing you to balance your career...Work at office
$126.1k - $253k
...world of change, empowering our clients and people to realize their... ...there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business... ...net worth individuals and small family offices. We take a holistic approach...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area- Senior Tax Manager - HybridPosition OverviewWe are seeking an experienced Senior Tax Manager to... ..., and strategy for a sophisticated private family office with significant real estate holdings. This hybrid role combines client-facing advisory work, hands-on technical...Work at officeLocal areaRemote work
$110k - $210k
...Are you an experienced tax professional with a passion for exceptional client service and sophisticated... ...planning? As a Senior Manager on our High Net Worth... ...worth individuals and families with complex tax needs.... ...research tools, and Microsoft Office Eligibility to work in...Work at officeFull timeContract work$130k - $200k
...About the Organization Our client is a respected professional services and tax advisory organization specializing... ...solutions to individuals, families, and privately held businesses. The organization... ...experienced Private Client Tax Manager / Senior Manager to lead tax engagements...Private clientFull timeLocal area$95.4k - $180.4k
...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their... ...origin; ancestry; familial or marital status; age;...Private clientFull timeWork experience placementInternshipLocal area- ...Attorney to join its Chicago office.This opportunity is... ...net-worth individuals, families, family offices,... ...skipping transfer, and income tax planning... ...drafting, analytical, and client counseling skillsExcellent... ...OpportunitySophisticated private client and wealth planning...Work at officePrivate client
$67k - $159.92k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...accounting, and advisory services Manage production of monthly, quarterly,... ...and streamlined in and between offices and in and between audit and tax functions...Work at officeLocal areaWorldwide$130k - $170k
...We are looking for a Tax Manager to work remotely to join... ...‑worth individuals, families, and closely held... ...to work directly with clients, firm leaders, and play... ...of tax software and MS Office Ability to provide... ...Big 4 experience from a private client service group...Private clientRemote work$150k - $190k
...solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we... ...and build strong relationships. By managing responsibilities effectively and aligning... ...high-net-worth individuals, family offices, multi-entity groups, and cross-border...Private clientFull timeLocal areaShift work
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