Private Client Tax Manager for HNW Estates & Trusts
BDO USA
A leading financial services firm in South Carolina seeks a Tax Manager for its Private Client Services. The role involves managing tax compliance and consulting engagements, supervising a team, and providing expertise to high-net-worth clients. A Bachelor's degree in a relevant field and CPA or equivalent certification are required. This position offers a competitive salary and is integral to enhancing client relationships. #J-18808-Ljbffr BDO USA
$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for Private Client Services, focusing on serving privately held companies and their owners. This role involves reviewing complex individual tax returns and providing income tax planning for high-net-worth individuals. The ideal candidate...Private clientHigh net worthRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager - Private Client Services to join their growing practice. You will review complex tax returns and provide tax planning for high-net-worth individuals, all while managing client relationships in a high-performing...Private clientHigh net worthRemote jobHourly paySeasonal work$147.4k - $336.8k
...Country The opportunity Our tax function is constantly... ...t an average day for a Real Estate Tax Senior Manager - so you're likely to spend... ...responsibilities and tasks for a diverse client base. Whatever you're... ...maintain your credibility as a trusted advisor Building client...SuggestedSummer holidayFlexible hours- ...Job Description We are seeking a Trust and Estate focused Tax Senior Accountant at Suggs Johnson with... ..., and works well with high-net-worth clients. The role is available in either our... .... Key Responsibilities: Client Management: - Prepare and review fiduciary...High net worth
- ...unique opportunity as a Corporate Tax Director for a reputable... ...compliance with all regulations, managing tax reporting, and conducting... ...Services-Wealth and Asset Management Client Delivery Services-EDGE... ...Option) Senior Tax Manager - Private Clients (CHB) We’re unlocking...Private clientFull timeLocal areaRemote work
- ...WealthJob Description:The Private Client Specialist (PCS) II... ...Junior Relationship Manager and as a Private... ...point of contact for HNW clients across banking... ...Investment Advisors and Trust Advisors to provide... ...coordinates specialists (Taxes, Trust and Estate) to provide...Private clientHigh net worthWork at officeLocal areaWork from homeFlexible hours
$76k - $125.3k
...technically demanding tax planning and... ...for a wide range of clients and colleagues. This... ...to develop into a trusted advisor role to... ...local tax and asset management to deliver... ...handling hedge fund and Private equity K-1s Researching... ...understanding of estate and wealth...Private clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading... ...people, customers, and our communities. Our Real Estate Practice is searching for a Real Estate Tax Manager to help lead the group forward. This role could be...Contract workWork at officeLocal areaFlexible hours
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Private clientWork at office$82k - $135.2k
...Requisition ID: 1709073 Tax - Business Tax Services Private Tax - Financial... ...side with a range of clients from venerable... ...Markets, Wealth and Asset Management, and Insurance. Our... ...financial institutions are trusted and flourish, and... ...understanding of estate and wealth planning...Private clientHigh net worthWork experience placementSummer holidayFlexible hours$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...Private clientWork at office- Tax Manager - Real Estate - Greenville, SC Who: An experienced tax professional with 5+ years of public accounting experience and deep real estate industry knowledge. What: Lead complex real estate tax engagements, develop staff, manage workflow, and advise customers...Full timeWork at officeLocal area
- ...opportunity awaits with a forward-thinking firm seeking a Real Estate Tax Manager. In this pivotal role, you will lead a team to provide... ...on collaboration, you will develop strong relationships with clients and help them navigate complex tax scenarios. This role not...Flexible hours
- ...prominent professional services firm is looking for a Real Estate Tax Manager to join their dynamic Financial Services Organization team.... ...managing diverse projects, and ensuring top-notch compliance for clients in the real estate sector. The ideal candidate will possess...
- A leading tax consulting firm in Greenville, South Carolina is seeking a Senior Manager to lead client relationships and manage real estate tax projects. You will develop team members and collaborate across functions to grow business while ensuring compliance. The ideal...Flexible hours
- ...leading financial services firm in Greenville, South Carolina, is seeking a Senior Manager to lead their tax team. This position involves developing strong client relationships in the real estate sector, overseeing technical reviews of tax returns, and mentoring team...Flexible hours
- Senior Tax Manager - Real Estate - Greenville, SC Who: An experienced tax professional with 7+ years in public accounting and deep real estate industry... ...engagements, develop staff, manage workflows, and support clients with strategic, forward‑thinking tax advisory. When: Full‑...Full timeWork at office
$25.75 - $38.5 per hour
TD Bank is looking for a Private Client Specialist I in Greenville, SC. In this role, you will support Relationship Managers and Investment Advisors serving high-net-worth clients by managing the onboarding process and providing administrative support. Ideal candidates...Private clientHigh net worthHourly pay$133k - $206.9k
...largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide... ...Cherry Bekaert professionals and their clients to provide federal tax expertise related... ...integrity, collaboration, trust, and mutual respect The opportunity to...Work experience placementWork at officeLocal areaRemote work- ...for an experienced corporate tax specialist to join the team in... ...final filing while guiding clients on planning opportunities and... .... Responsibilities: • Manage the preparation and review of... ...taxation Familiarity with trusts and estates is a plus but not required....
- A leading recruitment firm is seeking an experienced Tax Manager to lead real estate tax engagements in Greenville, SC. The candidate must have more than 5 years of public accounting experience, especially with real estate taxation. Responsibilities include developing staff...Full timeWork at office
- ...CPA firm in Greenville, SC, is seeking a Senior Manager to drive client relationships and team leadership in the real estate sector. The role requires a Bachelor's in... ...experience. Responsibilities include managing complex tax projects, motivating team members, and...
$72.28k - $117.52k
...and scalable compliance risk management function. As part of our team... ...Institutional and Mass Affluent clients of TD Bank, N.A. encompassing... ...entities (TD Bank N.A., TD Private Client Wealth LLC and TD... ...-licensed. Additionally, the Trust Advisors support both personal...Private clientHigh net worthWork experience placementLocal areaWork from homeFlexible hours- EY is seeking a Real Estate Tax Senior Manager to provide expert tax advice while leading a collaborative team in Greenville, SC. The ideal candidate... .... You will manage diverse tax projects, build strong client relationships, and develop team members. The role offers competitive...
- ...” and a commitment to long‑term client loyalty, we bring together technical... ...of individual and business tax returns, including multi‑state and... ...clients. Client Relationship Management: Act as a primary firm ambassador, fostering trusted, "white‑glove" relationships through...Summer workSeasonal workWork at office
$105.1k - $192.6k
...better working world. Handling tax in such a large, sophisticated... .... As a State Income Tax Manager, we'll look to you to apply your... ...services to a diverse range of clients operating in various sectors,... ...and the planet, while building trust in capital markets. Enabled by...Work experience placementSummer holidayFlexible hours$105.1k - $192.6k
...build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or... ...projects for EY’s largest clients. It’s here you’ll find everything... ...maintain your credibility as a trusted advisor Develop clear, intelligent...Summer holidayFlexible hours- ...Personal Lines Account Manager HUB International Limited ("HUB") is one of the largest global insurance and employee benefits... ...will manage a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of independent...Private clientHigh net worthFull timeTemporary workWork at officeLocal area
- ...broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management... ...manage a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of...Private clientHigh net worthFull timeTemporary workWork at officeLocal area
- ...Investment Management And Trust Relationship Specialist Develops new investment management... ...of accounts on behalf of our clients while delivering exceptional client... ...advice in areas of personal trust, estate and tax planning, private banking and investments. Serves...Work at office
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