Tax Manager, Private Client Services
BDO USA Experienced Career Site
Diverse backgrounds, deeper insights. Beyond a career, a place to thrive. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other classification protected by law. Please follow the link "Know Your Rights" to the Know Your Rights: Workplace Discrimination is Illegal poster from the EEOC and the link "Pay Transparency" to the Pay Transparency Nondiscrimination Provision poster from OFCCP. BDO USA, P.C. endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Tina Bradshaw, People & Culture Sr. Administrator, Talent Acquisition at View phone number on click.appcast.io or View email address on click.appcast.io. #J-18808-Ljbffr
$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ..., and life insurance planning. A Tax Manager, Private Client Services is responsible...Private clientFull timePrivate practiceWork at office$100k - $135k
...We are seeking an experienced Tax Manager to join our Private Client Services practice. This role focuses on providing tax compliance, planning, and consulting services to high‑net‑worth individuals, families, and closely held businesses. The ideal candidate is a strategic...Private clientFull timePrivate practiceLocal areaFlexible hours3 days per week- ...A prominent tax and advisory firm is seeking a Senior Tax Manager for its Private Client Services (PCS) practice in Greenwich, CT. This hybrid role involves overseeing teams, engaging in business development, and managing client communications with wealthy families and...Private clientPrivate practice
$150k - $200k
...Tax Manager This is a newly created, in-house role within Verition's Tax Department supporting... ...related to investments and private transactions. Maintain tax calendars... ...years of relevant experience in Private Client Services, High Net Worth Tax, Family Office, or...Private clientWork at officeLocal area$91.7k - $168.1k
...Join EY and help to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice is made up... ...professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine...SuggestedSummer holidayFlexible hours- ...you can make your mark as a Client Advisor. Marsh McLennan Agency... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...information about their risk management needs and financial loss...Private clientLocal areaNight shift
$160k - $285k
...Estates & Tax Planning Associate Attorney § Practice... ...§ The Firm : Our client is a well-established, full-service and middle-market law firm... ...high-net-worth clientele, managing sophisticated wealth preservation... ...manage sophisticated private client matters. ⨖ Juris...Private clientFull timePart timeLocal area- ...you. We need your talent and expertise. Cross Private Client- Greenwich Personal Lines Account manager Account Manager Position overview: Account Managers... ...program. In order to pro-actively and re-actively service our accounts, they must have exemplary...Private clientWork at office
- ...the Greenwich, CT area that is seeking a Tax Manager or Senior Tax Manager to join its... ...This is an excellent opportunity for a client-facing tax professional interested in long... ...retail, energy, technology, and professional services clients . What You’ll Do Review and prepare...
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers... ...payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years... ...and claims resources appropriately. Manage the renewal process to ensure maximum...Private clientWork at officeImmediate startFlexible hours$245k - $375k
...Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New... ...intricate familial transitions. ⨖ Managing sophisticated matrimonial portfolios... ...with broader wealth preservation and tax planning objectives. ⨖ Mentoring junior...Private clientFull timeContract workLocal areaFlexible hours$135k - $160k
...Leadership Opportunity Tax Manager / Future Tax Leader Stamford... ...Challenging, sophisticated client work A clear path for... ...work with a broad mix of: Privately held businesses Pass-through... ...tax planning and advisory services Researching and resolving...Temporary work- ...Bankwell in New Canaan, Connecticut seeks a Private Client Group Support Associate to aid in managing client relationships and supporting day-to-day operations. In this full-time role, you will work closely with clients and internal teams to deliver exceptional banking...Private clientFull timeWork at office
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...relationships are at the heart of everything we do. As a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth...Private clientLocal area
$137.2k - $240.3k
...Chief Financial Officer (CFO) – Marsh McLennan Agency Private Client Services Marsh McLennan Agency (MMA) Private Client Services (PCS)... ...the firm's strategic goals and objectives and the overall management of the organization. Focus leaders, through use of metrics...Private clientMinimum wage$260k - $385k
Private Client Services Attorney | Senior Associate § Practice Area : High-Net-Worth Estate Planning... .../ Wealth Preservation & Tax Strategy § Location : New York, NY (Hybrid... ...worth and ultra-high-net-worth clientele, managing sophisticated wealth preservation, asset...Private clientFull timePrivate practiceWork at officeLocal area- ...administration. Experience with estate and tax compliance matters. Strong organizational... ...Significant responsibility for client matters Direct interaction with sophisticated... ...long-term expertise within a well-regarded private client practice Application To apply, send...Private clientPrivate practice
$100k - $150k
...top-ranked accounting, tax, and advisory firm with... ...delivering real value to our clients. Our mission is to provide exceptional service while fostering long-... ...family office clients, while managing a team and contributing... ...investments, including private equity, hedge funds, and...Full timeWork at officeLocal areaFlexible hours3 days per week- ...: IBKR) is a global financial services company headquartered in Greenwich... ...cutting-edge technology and client commitment. IBKR affiliates... ...Interactive Brokers Global Tax Team serves an important role... ...identifies, develops, implements, and manages tax strategies to help...Temporary workFixed term contractWork at officeLocal areaRemote workFlexible hours
- ...Tax Manager Position Overview We are seeking an experienced Tax Manager to lead the tax function for a dynamic real estate organization... ...information such as eligible basis calculations, placed-in-service dates, and tax credit allocations is accurate and complete....Local area
- ...Tax Manager Due to continuing growth, we are seeking a Tax Manager to join our team. In... ...traditional roll-up your sleeves tax review and client advisory, the role requires a strong... ...Group is a rapidly growing professional services firm providing tax, accounting,...Work at officeLocal areaFlexible hours
$120k - $140k
...partnership with direct exposure to firm leadership and client strategy. This is a high-impact Senior Tax Manager role built for professionals ready to elevate their... ...• Hands-on involvement across operations, client service, and firm initiatives • Exposure to billing,...- ...Position Description: Tax Compliance Management: # Work with the Tax Director and other tax staff... ...rules). Ownership of property service questionnaire process. Development... ...account policy. FATCA and Client Documentation: Assist in the maintenance...Local area
- ...at one of the worlds top tax firms. Enjoy a... ...team helping high-profile clients understand, analyze, and... ...is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities... ...industry specifically funds/private equity and real estate...Local area
- ...Tax Manager Gerald Group is one of the world’s oldest and largest commodity trading companies focused on the merchanting of non-ferrous... ...within or familiarity with commodity trading or financial services operations is highly desirable. Responsibilities Domestic...Permanent employmentTemporary workWork at officeLocal areaMonday to FridayFlexible hours
- 1 week ago Be among the first 25 applicants International Tax Manager | Hybrid (3 days in-office) A leading global financial services firm is seeking an International Tax Manager to join its dynamic global tax team. This is a hybrid role with 3 days in the office and 2...Full timeFixed term contractWork at officeLocal areaRemote work
- ...EY is seeking a Senior Manager in Customer Tax Operations and Reporting to drive regulatory tax reporting... ...documents under FATCA/CRS, update client records, and provide guidance on WHT,... ...deliver compliant tax solutions and client service excellence, with regular travel to...
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-... ...Responsibilities: Deliver wealth management services to clients with guidance from... ...experience Job Family Group: Private Client Coverage Job Family: Client...Private clientFull time- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You...Local areaOverseas
$120k - $140k
...as a reasonable work-life balance? Our client, a prestigious financial services organization with a storied history, is seeking a Manager of Accounting Policy. This multi-faceted... ...accounting firm or a combination of public and private. Experience in the financial services,...Full timeWork at office
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