Senior Tax Manager, Private Client & Family Office
BDO USA
BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years of accounting experience, supervisory experience, and proficiency in MS Office and accounting software. A CPA certification is preferred. The position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr BDO USA
$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, providing exceptional client service, supervising work products, developing new business, mentoring team members...Work at officeSeniorPrivate client- ...expertise in accounting, tax, advisory,... ...insights to help clients anticipate what... ...certificationAbility to manage all aspects of... ...needsThe Private Client Services (... ...Primary DutiesThe Tax Senior Manager is responsible... ...-generational families, family offices, trustees, and...Work at officeSeniorPrivate client
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...position offers flexibility in terms of office location, as EisnerAmper follows a... ...net worth individuals and their families.Possess comprehensive knowledge of...Work at officeSeniorPrivate clientFull timeTemporary workPrivate practiceLocal areaRemote work
- 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 focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...Work at officeSeniorPrivate client
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...BNA Tax Planner, preferredExperience with the Microsoft Office Suite, preferredLanguage:N/AOther Knowledge, Skills & Abilities...Work at officeSeniorPrivate client
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high... ...filings for individuals, trusts, family investment partnerships, private foundations...Work at officePrivate clientLocal areaRemote work$135k - $250k
...Job Description:Withum’s Tax Services Group is made up... ...well as International and Private Client services This Senior Manager role will be based out of... ...City, or Philadelphia office. You'll work alongside an... ...domestic partnership status, familial status, affectional or...Work at officeSeniorPrivate clientFull timeLocal area$145k - $248.2k
...Boundless Horizons of Tax, Valuation, and... ...with extraordinary clients spanning every industry... ...!The RoleSenior Managers in our Private Client Services (PCS... ...of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...Trusts and Estates.Senior Managers can expect...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...services firm in New York is seeking a Senior Manager in Private Client Services. The role involves... ...teams for affluent clients, including family offices and trusts, with responsibilities in... ...development, client communication, and tax return review. Candidates should have...SeniorPrivate client
- Job Summary:Private Client Services at BDO is a boutique... ...worth individuals, their families, family offices, C-Suite executives,... ...with complicated tax and financial structures... ...planning.A Tax Manager, Private Client Services... ...Supervises associates and senior associates on all...Work at officePrivate clientPrivate practice
- Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical...Work at officeSeniorPrivate client
$112k - $150k
...Private Client Services at BDO is a boutique practice within... ...individuals, their families, family offices, C-Suite executives,... ...people with complicated tax and financial... ...insurance planning. A Tax Manager, Private Client Services... ...associates and senior associates on all projects...Work at officePrivate clientPrivate practice$112k - $150k
Private Client Services at BDO is a boutique practice within... ...individuals, their families, family offices, C‑Suite executives,... ...people with complicated tax and financial... ...insurance planning. A Tax Manager, Private Client... ...Supervises associates and senior associates on all projects...Work at officePrivate clientPrivate practice$85k - $170k
Our client is a public accounting firm. They seek a Tax Senior/Manager to join their Manhattan, NY office.ResponsibilitiesReview federal and state tax filings for tax-exempt organizations... ..., public charity classification, and private foundation mattersGuide clients through...Work at officeSeniorPrivate clientRemote work- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax... ...license preferred Software: Proficient in Microsoft Office SuiteLanguage: N/A Other Knowledge, Skills &...Work at officeSeniorPrivate client
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorPrivate client
$85k - $125k
...consulting and business management services from tax planning and audits to the... ...restructuring. Title: Senior Associate, Family Office Department: Family Office... ...a trusted resource to clients and internal teams, managing... ..., financial planning, private client services, or a...Work at officeSeniorPrivate clientFull time- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorPrivate clientHourly payContract work
- A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of...Work at office
$135k - $250k
...Description:Withum’s Tax Services Group is made... ...as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager based out of our California... ..., or New York City offices, you'll work alongside... ...domestic partnership status, familial status, affectional or...Work at officeSeniorPrivate clientFull timeLocal area- EisnerAmper is seeking a Tax Manager to join its Private Client Services (PCS) practice in New York. This role oversees multiple client engagements, reviews... ...position follows a hybrid schedule with 3 days in the office and requires commuting to offices as needed. #J-18808-...Work at officePrivate clientPrivate practice
- ...Greater New York Area is seeking a Tax Director to join the family office's executive team. The role reports to... ...the family office CFO and requires a senior-level leader with deep experience in... ...accounting with high-net-worth clients, or trust & estates advisory, plus a...Work at officeSenior
$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. This role... ...tax experience, ideally within private client services, family office, or HNW...Work at officePrivate clientLocal area- ...where you’ll flourish. As the Sr. Manager of Client Development for the Private Sales Region, you will be instrumental... ...data protection regulations. Office/Location: Hybrid 3x a week based out... ...health support resources, fertility and family building programs. Financial...Work at officeSeniorPrivate clientFull timeLocal area
$130k - $175k
...to solving our clients' problems and assisting... ...growing Our Private Client Services... ...Oversee and manage the accounting... ...for specific families that includes;... ...preparation of annual tax package and... ...Associates, Senior Associates and... ...Services/Family Office/High Net Worth...Work at officePrivate clientPart timePrivate practiceFlexible hours$126.1k - $253k
...change, empowering our clients and people to realize... ...Worth Multi-Generational Families team focuses on post... ...estate and income tax planning and compliance... ...clients’ goals. As a Tax Senior Manager, you will be... ...accounting with an emphasis on private client taxation including...SeniorPrivate clientFull timeWork experience placementInternshipLocal area$150k - $210k
...have the flexibility to manage your days in support... ...Review of international tax compliance forms and... ...Collaborate with the Private Client Services and Trust & Estate... ...for individuals and families with global holdings... ...worth individuals, family offices, not-for-profit...SeniorPrivate clientFull timeFixed term contractLocal area$100k - $150k
...top-ranked accounting, tax, and advisory firm with offices across the U.S. and... ...delivering real value to our clients.Our mission is to... ...seeking an experienced Tax Manager to join our growing Private Client Services... ...net-worth individuals, families, and closely held businesses...Private clientFull timePrivate practiceLocal area3 days per week$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location: New York,NY, US Date Posted:... ...-worth individuals and families. This position requires... ...partnership, corporate, and private foundation tax returns... ..., and Microsoft Office Suite ~ Excellent analytical...Work at officeSeniorFlexible hours- ...public accounting and advisory firm in New York, is seeking an experienced Tax Manager to lead private client engagements and deliver strategic tax solutions for high-net-worth individuals, family offices, trusts, and privately held businesses. You will oversee tax planning,...Private client
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