Senior Tax Manager, UHNW Private Client & Trusts
Jobot
Jobot is a growing CPA firm located in West Palm Beach, Florida, seeking an experienced professional with over 7 years of expertise working with high net worth individuals and closely held businesses. An active CPA is required, and a Master's in Accounting or Taxation is preferred. The position offers a highly competitive base salary, great benefits, including 401(k) matching, and 216 hours of PTO. Join a firm that values exceptional client services and provides a diverse range of family office services. #J-18808-Ljbffr Jobot
- Job Details UHNW, Trusts, Estates, Gift tax About Us We are a growing CPA firm that... ...is to provide exceptional client services. Our professionals... ...pay, payroll, and expense management, philanthropic advising,... ...mentoring and managing staff and senior staff Active CPA required...SeniorPrivate clientWork at officeLocal area
- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application Notice... ...helping you flourish as leaders, colleagues and trusted advisors. We equip you with world‑class education, immersive...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$160k - $220k
Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... ...overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax...SeniorPrivate clientFull time$170k - $185k
LRP Media Group is seeking a Tax Experienced Manager for Private Client & Family Office Services in West Palm Beach, Florida. This role requires managing the full lifecycle of finance and accounting outsource engagements and maintaining client relationships. The ideal...SeniorPrivate clientWork at office- ...your leadership, strategic vision, and client expertise are recognized and rewarded?... ...action every day.” Kaufman Rossin is a privately owned, independent public accounting... ...Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientWork at office
$146k - $200k
Job Summary The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing exceptional...SeniorPrivate clientWork at officeImmediate start- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule will... ...-state tax returns for individuals, trusts, estates, non-profit organizations, and... ...information via phone or email directly to clients Research Federal, state, and cross-...SeniorWork at office
- Energy Jobline ZR is looking for a Private Client International Trusts & Estates Planning Associate / Attorney with at least 4 years of sophisticated... ...ideal candidate will possess strong skills in international tax structuring and pre-immigration planning, alongside a...Private clientPart timeWork at office
- Avior Executive Search is looking for a Senior Advisor/Banker in West Palm Beach. This role involves managing and retaining full-service relationships with UHNW and HNW clients, generating substantial assets under management, and providing comprehensive financial services...Senior
$125k - $250k
...have the flexibility to manage your days in support of... ...various federal income tax issues, including real... ...workpapers and tax returns for clients in the real estate... ..., REITs, real estate private equity, and debt fund... ...with Delaware Statutory Trusts * Strong analytical...SeniorLocal area- ...the Boundless Horizons of Tax, Valuation, and Business Expertise... ...with extraordinary clients spanning every industry,... ...as leaders, colleagues and trusted advisors. We equip you with... ...pSenior Associates in our Private Client Services practice, manage and support their team on...SeniorPrivate clientPrivate practiceLocal area
$200k - $245k
Private Client International Trusts & Estates Planning Associate / Attorney Locations: Boca Raton; Boston; Greenwich... ...exposure to international tax structuring, pre-immigration planning... ...solving skills Ability to independently manage sophisticated private client matters...Private clientPart timePrivate practiceWork at officeFlexible hours$110k - $140k
Alvarez & Marsal is seeking a Manager in Federal Tax within their Private Client Services team in West Palm Beach, Florida. This role focuses on providing tailored tax planning services to high net worth clients, ensuring accurate compliance, and supervising junior staff...Private client$105.56k - $247.9k
...innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...has been created for a Senior Manager to join our high... ...supports M&A activities of our Private Equity clients and strategic... ...integrity, collaboration, trust, and mutual respect The...SeniorPrivate clientWork experience placementLocal areaRemote work$110k - $140k
LRP Media Group is seeking a Manager for Federal Tax (Private Client Services) in West Palm Beach, FL. The role involves providing tax and consulting services to high-net-worth individuals, supervising junior staff, and conducting complex tax issue analyses. The ideal candidate...Private client$150k - $200k
...Tax Senior Manager - Construction Grassi has redefined what it means to... ...strategically positioned to serve clients locally and globally. In 202... ...and individual/ trusts ~ Strong tax accounting skills... ...many other ESOPs, Grassi's is privately funded, with no outside investors...SeniorSummer workWork at officeLocal areaRemote workFlexible hours- EisnerAmper seeks a Tax Senior Associate for its Private Client Services team in West Palm Beach. This role involves preparing tax returns, building client relationships, and mentoring junior staff. Ideal candidates have a Bachelor’s in Accounting, 2+ years of tax compliance...SeniorPrivate client
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private client
- ...We are seeking a Tax Director to join our... ...tax, particularly private foundations. This is... ...private foundation client base by delivering... ...the flexibility to manage your days in support... ...facing partners, and senior stakeholders to... ...doesn’t only provide trusted and innovative tax...Private clientWork at officeLocal area
- We're looking for a seasoned Senior Client Executive with a specialty in... ...This role involves becoming a trusted advisor to clients,... ...business opportunities. You'll also manage existing relationships and actively... ...for direct calling with private sector and institutional clients...SeniorPrivate clientPermanent employmentWork experience placementLocal area
- Tax Senior Associate - Private Client Services (PCS) page is loaded## Tax Senior Associate - Private Client Services (PCS)locations: West Palm Beachtime... ...firms in the industry* You will have the flexibility to manage your days in support of our commitment to work/life...SeniorPrivate clientTemporary workPrivate practiceLocal area
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorPrivate client
$120k - $250k
...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...You will have the flexibility to manage your days in support of our commitment... ...EisnerAmper’s Tax Group doesn’t only provide trusted and innovative tax solutions to its...Private clientWork experience placementPrivate practiceLocal area- A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
$90k - $125k
LRP Media Group is looking for a Tax Manager, Private Client & Family Office Services in West Palm Beach, Florida. This role involves managing finance and accounting engagements, client relationships, and developing integrated solutions. Ideal candidates should have a Bachelor...Private clientWork at office- A leading accounting and advisory firm in West Palm Beach is seeking a Tax Manager for its Private Client Services practice. This role involves overseeing client engagements, preparing and reviewing tax returns, and fostering the professional growth of staff. The ideal...Private clientPrivate practiceWork at officeRemote work
$115k - $142k
...divh2Tax Supervisor, Private Client Group/h2pPalm Beach Gardens, FL... ..., consulting and business management services from tax planning and audits to the... ...high-net-worth individuals, trusts, private foundations,... ...liliCollaborate with partners and senior management to develop and...Private clientPrivate practiceWork at officeLocal area- ...company in West Palm Beach is looking for a Trust Officer Senior. The role involves overseeing account administration, ensuring client satisfaction, and involves policy... ...leadership experience, a background in wealth management, and strong organizational skills. The position...Senior
$350k
Our client is a growing super regional full-service... ...bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and... ...client is seeking a Senior Advisor/ Banker who... ...Responsibilities Manage, develop and retain... ...relationships with both UHNW & HNW clients....Senior- LRP Media Group is seeking a Tax Senior Manager to lead the Private Client & Family Office Services (PCS-FOS) group in West Palm Beach, Florida. The ideal candidate will have a robust background in client service delivery and a strong understanding of tax planning. Responsibilities...SeniorPrivate clientFull timeWork at office
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