Senior Tax Manager - Private Client Services / HNW
$160k - $199kJobot
About the Role We are seeking a seasoned tax professional to join our Private Client Services group, focused on Ultra High Net Worth (UHNW) clients and specialized in trusts, estates, and gift tax. Qualifications 7+ years of experience working with high net worth individuals and closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Master’s degree in Accounting or Taxation preferred Salary & Benefits Base salary $160,000 - $199,000 per year. 216 hours of PTO (5.5 weeks), highly competitive base salary, great benefits, annual raises, 401(k) matching. About the Company We are a growing CPA firm that provides a full suite of family office services, including tax compliance, bill pay, payroll, expense management, philanthropic advising, and estate planning. Equal Opportunity Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. #J-18808-Ljbffr Jobot
$160k - $199k
...Trusts, Estates, Gift tax This Jobot Job... ...suite of services customized to fit... ...provide exceptional client services. Our professionals... ..., and expense management, philanthropic... ...position is part of our Private Client Services... ...staff and senior staff Active CPA...SeniorPrivate clientHigh net worthWork at officeLocal area$160k - $199k
...Employment, located in West Palm Beach, seeks a Senior Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management... ...staff and providing exceptional client service. The role offers a competitive salary in the range...SeniorPrivate clientHigh net worth- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private Client Group... ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis...SeniorPrivate clientHigh net worthFull time- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...supervising and ongoing development of associates and seniors. Develop a working knowledge of the client's business...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
- EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development. The ideal candidate has at...Private clientPrivate practice
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client engagements, reviewing... ...team. Train, supervise, and develop associates and seniors. Analyze clients’ businesses and complete tasks...Private clientPrivate practiceWork at officeLocal area3 days per week
- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientHigh net worthWork experience placementPrivate practiceLocal area
$160k - $199k
Jobot is looking for a seasoned tax professional for their Private Client Services group, focusing on Ultra High Net Worth (UHNW) clients. The role requires experience in trusts, estates, and gift tax. Candidates should have over 7 years working with high-net-worth individuals...Private clientHigh net worth- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private clientHigh net worth
$140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager, Private Client Group Department... ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientHigh net worthFull timeLocal area- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...about their risk management needs and financial loss tolerance...SeniorPrivate clientHigh net worthLocal areaNight shift
$170k
...Job Title : Tax Manager/ Sr. Tax Manager Location: Fort Lauderdale or West Palm Beach Experience... ...role for someone comfortable owning client relationships, handling complex tax... ...returns (Partnerships, S Corps, C Corps, HNW Individuals), identifying planning opportunities...SeniorHigh net worthWork at office- ...schedule position focused on providing exceptional client service. Ideal candidates will have at least 4 years in a public accounting tax role and a BS/BA in accounting or a related... ...work/life balance. You'll work with HNW clients and face complex challenges in a supportive...High net worthSummer workFlexible hours
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorPrivate client
- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...information via phone or email directly to clients Research Federal, state, and cross-... ...~ Recent or current experience servicing High Net Worth and/or Family Office clients...SeniorHigh net worthWork at office
- ## Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations... ...assurance firm, providing clients with a genuine coast-to-... ...a Senior Associate in our Private Client Services... ...collaborate closely with managers and partners to provide international...SeniorPrivate clientHigh net worthLocal areaWorldwide
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...SeniorPrivate clientHigh net worth
- ...business and individual income tax returns by providing direction... ...schedules, perform customer service duties, and enhance the team's... ...differences. This includes reviewing client documents, prior-year returns,... ...and assigning projects and managing workflow. Excellent...SeniorPermanent employmentFull time
$110k - $140k
Australia-Employment is seeking a Tax Supervisor in West Palm Beach, FL, to ensure compliance for high net worth clients. This role requires researching complex tax issues and collaborating with various professionals. Ideal candidates should possess a BS/BA in accounting...SeniorHigh net worthFlexible hours- First Horizon is seeking a Sr. Private Client Relationship Manager based in Boca Raton, FL. This role focuses on providing tailored financial solutions... ...ten years of experience in private banking or financial services and a Bachelor's degree, along with a proven sales...SeniorPrivate clientHigh net worth
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL... ...with high-net-worth clients on tax and succession planning. Collaborate... ...technical, professional, and client service skills. Excellent written and...SeniorPrivate clientHigh net worthWork at officeRemote work
$110k - $140k
...Tax Supervisor $110000 - $140000 per year | West Palm Beach, FL | On-Site | Permanent... ...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...of PTO in the first year Job Details Our HNW clients require more than just compliance...High net worthPermanent employmentSummer workLocal areaFlexible hours$110k - $140k
...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...PTO first year! Job Details Our HNW clients require more than just compliance... ...related field 4+ years in public accounting tax role Experience with strong tax...High net worthSummer workLocal areaFlexible hours- ...your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...You will have the flexibility to manage your days in support of our commitment... ...Mentor, coach, and develop senior-level professionals, fostering the...Private clientHigh net worthPrivate practiceLocal area
- Sr. Private Client Relationship Manager Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL Summary: The Private Client Relationship... ...of work experience in Private Banking or Financial Services Bachelor's Degree required Proven sales success and...SeniorPrivate clientHigh net worthTemporary workWork experience placementLocal area
$65k - $110k
...significant risk, workforce, wealth management and retirement challenges through custom... .... The Account Executive will service an existing private client book of business and interacts with... ...Typically more than 5 years of industry and HNW Personal Lines experience....Private clientHigh net worthFull timeWork at officeImmediate start2 days per week- ...entrepreneurial minded Senior Wealth Advisor... ...UHNW) prospective clients into long-term... ...diligence, meeting management, and adhering to all... ...knowledge of investments, tax and estate planning and/or banking services. Proven track... ...focused on private wealth management...SeniorHigh net worthTemporary workWork at officeRemote work
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