Principal Tax Manager - HNW Family Office Advisory
SR Staffing
SR Staffing partners with a leading Top 10 wealth management firm in New York to recruit a Principal Tax Manager. This client-facing role focuses on sophisticated tax matters for high-net-worth families, including individuals, trusts, and international tax planning. You will review complex tax returns, guide planning opportunities, and collaborate with a multidisciplinary wealth management team to deliver exceptional client service. #J-18808-Ljbffr SR Staffing
$126.1k - $253k
...like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ..., family education, risk management, privacy/data security and... ...:Exposure to strategic tax planning, business advisory and compliance workA customized... ...license in one’s principal place of business/home state...Work at officeHigh net worthFull timeWork experience placementInternshipLocal area- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily OfficeOn-siteLocationNew York, United... ...(GSFO), part of the Private Wealth Management division, is seeking a Vice... ...investment reporting, wealth planning, tax and estate advisory, and philanthropic...Work at officeHigh net worth
- Brown Brothers Harriman is looking for a Head of Investment Advisory to enhance their client services for Single Family Office clients. This role entails providing investment advisory, engaging clients, and leading team initiatives. The ideal candidate will possess over...Work at officeHigh net worth
- Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses on strategic implementation and... ...include leading consolidated reporting platforms, managing vendor relationships, and overseeing a reporting team. Candidates...Work at officeHigh net worth
$140k - $180k
...accounting firm. They seek a Tax Manager, Private Client Group,... ...their Manhattan, NY office.... ...for individuals, trusts, family investment partnerships... ...personalized tax planning and advisory services tailored to individual... ...consultingExperience with HNW clientsStrong knowledge...Work at officeHigh net worthLocal areaRemote work$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal, financial, and administrative needs. Successful candidates will have a...Work at officeHigh net worth- ...A multi-billion dollar single family office in the Greater New York Area is hiring a Tax Director to report to the family office CFO. A senior tax leadership... ...serving high-net-worth clients, or a trust & estates advisory background. Compensation of $500k-$800k. We are...Work at officeHigh net worth
$110k - $210k
...you an experienced tax professional with a... ...planning? As a Senior Manager on our High Net... ...worth individuals and families with complex tax... ...Client Experience & Advisory Serve as a primary... ...efforts across the HNW Tax practice. Who You... ..., and Microsoft Office Eligibility to work...Work at officeHigh net worthFull timeContract work$80k - $150k
What You’ll DoAre you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized, high-touch service to high net worth individuals and families with...Work at officeHigh net worthFull timeContract work- ...Description Job Description Tax Manager: UHNW/Private Client Services... ...-high-net-worth individuals, families, and investment professionals... ...Client Services, Family Office, or High-Net-Worth taxation.... ...in complex tax planning and advisory work. Build lasting client...Work at officeHigh net worth3 days per week
$204k - $276k
DescriptionKforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function.... ...private client services, family office, or HNW-focused environments; CPA and/or MST strongly...Work at officeHigh net worthLocal area$110k - $120k
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate... ...and families. You will help clients manage the personal, financial, and administrative... ...transfers, bill pay, cash movements, tax payments, and documentation with accuracy...Work at officeHigh net worth- Are you a tax and accounting professional looking... ...quickly growing client advisory firm providing hands-on... ..., this high-impact Tax Manager role offering direct access... ...in accounting, CPA. • HNW and/or Real Estate... ...Checkpoint, Microsoft Office Suite and Intuit products...Work at officeHigh net worth
- RSM US LLP seeks an experienced Tax Partner for the Family Office Enterprise practice in New York. You will lead tax engagements for ultra high net worth families, advise on complex tax matters, and collaborate across service lines to deliver innovative solutions. The role...Work at officeHigh net worthLocal area
- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology,... ...equivalent certificationAbility to manage all aspects of client engagementsAbility... ...individuals, multi-generational families, family offices, trustees, and closely held business...Work at officeHigh net worth
$120k - $160k
...Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the... ...largest and fastest growing accounting and advisory firms in the industry You will have... ...well as high net worth individuals, family offices, not-for-profit organizations, and...Work at officeHigh net worthFull timeLocal area- ...fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our... ...for managing and coordinating tax compliance and advisory work for... ...as high net worth individuals, family offices, not-for-profit organizations,...Work at officeHigh net worthFull timeLocal area
$116.25k - $159.64k
...Tax ManagerJoin Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients... ...ultra high net worth families, closely held businesses...Work at officeHigh net worthLocal area$100k - $130k
...yr Direct message the job poster from Open Systems Inc. Tax Manager Brooklyn, NY, 11229 About the job A rapidly expanding CPA... ..., NY $250,000.00-$350,000.00 2 weeks ago Director, Tax (HNW Tax) - (Hybrid) Family Office, Midtown - $600k-$800k all-in pkg New York City...Work at officeHigh net worth16 hoursFull timeContract work- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client... ...with 3 days a week spent in office. Candidates must be able to commute... ...growing accounting and advisory firms in the industryYou will... ...Client Services Team connects family owned, closely held businesses...Work at officeHigh net worthFull timeTemporary workPrivate practiceLocal area3 days per week
- ...net-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... ...provides assurance, tax, and advisory services to clients across the...Work at officeHigh net worthPrivate practice
- A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role... ...tax matters. Ideal candidates will have 10+ years of HNW/UHNW tax experience, strong tax review expertise, and a...Work at officeHigh net worth
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice... ...supervisory experience. Consultative or business advisory experience, and experience with outsourced/delivery...Work at office- ...Davis, LLC seeks an experienced Tax Director to join its High Net... ...senior, client-facing role manages a multi-million-dollar book of... ...sophisticated tax planning and CFO-level advisory services to high-net-worth and... ...-high-net-worth individuals, families, and business owners,...High net worth
- ...Description Job Description Tax Manager/Director - High Net Worth... ...traditional tax, accounting and advisory services. This role provides... ...multi-generational wealthy families and their private businesses... ...investment entities, and family offices. Candidates must be...Work at officeHigh net worthLocal area
$116.25k - $159.64k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing... ...Responsibilities Join Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be... ...including ultra high net worth families, closely held businesses and trust...Work at officeHigh net worthLocal areaWorldwide- ...Tax Services ProfessionalJoin a team that values... ...-worth individuals and families to enjoy a full life, while... ...as estate planning advisory servicesDevelop and implement... ...in Microsoft Office applications requiredExperience... ...fastest-growing wealth management platforms in the United...Work at officeHigh net worthPermanent employmentTemporary work
$120k - $240.9k
...national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant... ...opportunities. We advise private equity firms, family offices, privately held companies and... ...written communicationDemonstrated project management skills, including managing multiple...Work at officeFull timeWork experience placementInternshipLocal area- ...Job Description Most Senior Tax roles have you preparing... ...A highly respected wealth management and advisory firm is seeking a Senior Associate... ...-net-worth individuals and families, working across tax planning... ...individuals and family offices ~ Bachelor's degree in Accounting...Work at officeHigh net worth
- ICONIQ seeks an Early Careers Client Service Analyst for its Family Office Advisory Team. The role delivers bespoke client services to ultra‑... ...clients in a fast-paced environment, supporting lifestyle management, philanthropy, investments, and wealth planning. Start in Summer...Work at officeHigh net worthSummer work
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