Tax Supervisor- Private Client Group
Spartan Placements
Tax Supervisor- PCG
Work directly with clients to assess their financial situations, goals, and objectives.
Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws.
Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations.
Build and maintain strong client relationships, becoming a trusted advisor in tax matters.
Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations.
Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification preferred.
4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment.
Strong understanding of individual, partnership, trust, estate, and gift taxation.
Familiarity with tax software and technology for efficient compliance and research.
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Tax Supervisor- Private Client Group in New York, NY vacancy
- ...Tax Supervisor- PCG RESPONSIBILITIES: Work directly with clients to assess their financial situations, goals, and objectives. Prepare and review individual... ...planning and compliance, preferably within a private client or wealth management environment. ~ Strong...Private client
Spartan Placements LLC
New York, NY4 days ago $140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY, Boca Raton, FL, or Palm...Private clientFull timeLocal areaAnchin
New York, NY13 hours ago$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 Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca...Private clientFull timeAnchin
New York, NY18 hours ago$200k
...HNW Tax Partner/Director – Private Client Group New York, NY Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) About...Private clientFull timePrivate practiceWork at officeAnchin
New York, NY13 hours ago- ...Tax Manager [Private Client Services Group] Opportunity ID 9187 Department Tax Location(s) New York State New York Function Tax Job Description As CohnReznick grows, so do our career opportunities...Private clientWork experience placementInterim roleWork at officeLocal areaFlexible hours3 days per week
CohnReznick
New York, NY2 days ago $150k - $250k
...Tax Senior Manager [Private Client Services Group] Opportunity ID 9459 Department Tax Location(s) New York State New York Function Tax Job Description As CohnReznick grows, so do our career opportunities...Private clientPrivate practiceLocal areaFlexible hours3 days per weekCohnReznick
New York, NY2 days ago- ...manage your personal and professional life to focus on what matters most to you! We are looking for a Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be responsible for: Prepare and review federal and...Private client
Citrin Cooperman Advisors LLC
New York, NY4 days ago - Smart4 Energy is seeking a Tax Supervisor or Manager to enhance their Private Client Services team based in New York. This role provides a unique opportunity to work directly with high-net-worth individuals and entities across both compliance and advisory work. Candidates...Private clientRemote jobFlexible hours
- ...A leading investment management firm is seeking an experienced sales professional for their Private Client Group covering the Upper Midwest Region. The ideal candidate will have a minimum of 5 years in sales within asset or wealth management. Responsibilities include...Private client
PIMCO
Brooklyn, NY13 hours ago $110k - $175k
...Tax Manager [Tax & Family Office Group] Opportunity ID 8978 Department Tax Location... ..., solutions to address clients' unique business goals and risks, and... ...opportunity for a Tax Manager to join our Private Client Services Group team located...Private clientPrivate practiceWork at officeLocal areaFlexible hours3 days per weekCohnReznick
New York, NY2 days ago$205k - $240k
...active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit... ...experienced sales professional to join the firm's Private Client Group (PCG), within the U.S. Global Wealth Management (GWM)...Private clientWork at officeFlexible hoursShift workPIMCO
Brooklyn, NY13 hours ago$95.5k - $195.4k
...innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas,... ...future of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting...Private clientWork at officeLocal areaWorldwideCrowe
New York, NY17 hours ago- Anchin, Block & Anchin LLP, located in New York, is seeking an experienced HNW Tax Partner/Director for their Private Client Group. This full-time hybrid role involves delivering strategic tax planning and advisory services to high-net-worth individuals and families. The...Private clientFull time
- ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
New York, NY3 days ago - A leading professional services firm in New York is seeking a Temporary Tax Manager within their Private Client Services Group. This hybrid role involves managing tax engagements and advising clients, requiring a Bachelor's Degree and CPA or Enrolled Agent licensure. Candidates...Private clientTemporary workSeasonal work
$85k - $140k
...Tax Senior Associate [Private Client Services Group] Opportunity ID 9458 Department Tax Location(s) New York State New York Function Tax Job Description As CohnReznick grows, so do our career...Private clientPrivate practiceLocal areaFlexible hours3 days per weekCohnReznick
New York, NY2 days ago$85k - $140k
Tax Senior Associate [Private Client Services Group] Opportunity ID: 9458 Location: New York, State: New York YOUR ROLE. Responsibilities include but are not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre‑engagement...Private clientFlexible hours$90k - $135k
...Plus You - that’s the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team of tax specialists that... ...tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our Nashville, TN, New...Private clientFor contractorsWork at officeLocal areaWork visa$200k - $350k
...Job Description Job Description Title: Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City...Private clientFull timeWork at office$95k - $150k
...Trust And Estate Tax Supervisor Philadelphia, Pennsylvania, United States; Princeton, New... ...Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax... ...Credit, as well as International and Private Client services. You'll work alongside an integrated...Private clientLocal area$200k
...divh2Trust And Estates Tax Partner, Private Client Group/h2pNew York, NY/ppAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range...Private client$300k - $350k
...'s Managing Director, Financial Sponsors Group Huntington's Managing Director, Financial... ...diverse financial sponsors, including private equity firms and other multi-strategy asset... ...managers. Our new colleague will manage client coverage and strategy, collaborating...Private clientWork at officeRemote workWork from homeFlexible hoursHuntington
New York, NY17 hours ago- ...Tax Senior Manager, Private Client Group A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group. This role focuses on delivering comprehensive tax planning, compliance, and advisory...Private client
Spartan Placements
New York, NY17 hours ago $128.78k - $223.21k
Associate Group Director page is loaded## Associate Group Directorlocations: New York/1400 Broadway/114025time type: Full... ...will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and...Private clientWork at officeLocal area$125k - $175k
...are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your... ...Investment Banking - Financial Institutions Group What You’ll Be Doing: Our Investment Bank supports corporate and private capital clients with strategic advice and...Private clientShift workCIBC
New York, NY3 days ago- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated... ...with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain...Private clientWork experience placementInternshipPrivate practice
Andersen
New York, NY17 hours ago $75k - $105k
...Bookkeeper [Private Client Services Group] Opportunity ID 9352 Department Tax Location(s) New York State New York Function Tax Job Description As CohnReznick grows, so do our career opportunities...Private clientPrivate practiceWork at officeLocal areaFlexible hours3 days per weekCohnReznick
New York, NY13 hours ago- ...your goals. We are seeking a Tax Director to join our team, with... ...-for-profit tax, particularly private foundations. This is a highly... ...the firm's private foundation client base by delivering deep technical... ...the firm, EisnerAmper's Tax Group doesn't only provide trusted...Private clientWork at officeLocal area
EisnerAmper
New York, NY20 hours ago - ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities include but not limited to: Serving as the Engagement Manager...Private clientInterim rolePrivate practice
CPS
New York, NY2 days ago $125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Private clientFlexible hoursWeaver
New York, NY19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Supervisor- Private Client Group. Be the first to apply!
Related searches
- senior tax director New York, NY
- hedge fund private equity tax manager New York, NY
- tax manager public accounting New York, NY
- remote tax manager New York, NY
- senior international tax manager New York, NY
- transfer pricing tax manager New York, NY
- tax director New York, NY
- tax manager New York, NY
- sr tax manager New York, NY
- indirect tax manager New York, NY