Private Client Tax Director — Wealth Planning & Leadership
CBIZ
CBIZ in Boston is seeking a leader for its high net worth tax practice. You will serve as the primary contact for affluent clients, crafting tax strategies and overseeing a team to ensure compliant, timely delivery of tax services. The role requires CPA or equivalent certification, strong leadership, and a track record in tax planning and client development. Hybrid work options are available in the Boston area. #J-18808-Ljbffr CBIZ
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...Functions and Primary Duties Client Management Serve as the... ...objectives. Provide personalized tax planning and advisory services... ...efficiency. Advise clients on wealth preservation, estate planning... ...and regulations. Excellent leadership and interpersonal skills. Proven...Private client$181.5k - $246.8k
...& foundations, pension plans, and ultra‑high net worth private clients implement and manage custom... ...Summary The Client Director will be an active partner... ...annual business plan. Team Leadership & Collaboration Mentor... ...investment consulting, wealth management, or related fields...Private clientWork at officeLocal areaWorldwide$170k - $200k
...someone who prefers to focus on client service vs worrying about... ...available. If you have a strong tax background, take initiative,... ..., team-oriented environment, leadership that values work-life balance... ...Support sophisticated tax planning efforts for closely held businesses...Private clientLocal areaImmediate start- ...is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs... ...knowledgeable about banking and investments. Benefits include an incentive plan and industry-leading support resources. #J-18808-Ljbffr Bank of...Private client
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Job Overview The Private Client Service Senior Tax Manager role requires the oversight of multiple client... ...service teams and the proven ability to plan, direct, execute and complete tax... ...gift tax experience is a plus. Strong leadership and mentorship experience. Effective...Private clientWork at officeLocal areaRemote work- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing... ...net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private client
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Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...Private client$125k - $200k
...services firm specializing in wealth management is seeking a... ...on developing wealth planning strategies for high-net... ...ultra-high-net-worth clients. Responsibilities... ...needs Collaborate with the Private Client team on client... ...financial planning, trust, tax & estate planning...Private client$350k - $400k
Tax Partner - Private Client Service (Hybrid) This is a unique opportunity for a senior-level tax professional with significant... ...-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax...Private clientRelocationFlexible hours$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level... ...with the opportunity to help our clients meet their tax obligations while... ...the PwC Professional; our global leadership development framework. It gives us...H1bLocal areaOverseas$200k - $225k
Overview Ready to lead an elite wealth planning team at one of Boston's most respected private wealth management firms? We are... ...and help drive exceptional client outcomes in a highly collaborative... ...to take the next step in your leadership career with a top-tier organization...- ...enthusiasm for helping our clients, taking care of our... ...investment product and thought leadership platform along with... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...comprehensive financial planning and advice to individuals...Private client
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Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary... ..., estate, and gift tax planning strategies for your high net... ...and family business clients - all with the resources,... ...client relationships. Strong leadership, business development, recruiting...Local area$89k - $133k
The Senior Associate, Client Marketing will shape and deliver coordinated... ...for HarbourVest’s Global Private Wealth business. This role... ...Investor Relations (IR), business leadership, and product marketing into... ...frameworks, and channel plans Define audience strategies across...Private clientLocal areaRemote workHome office- ...enthusiasm for helping our clients, taking care of our... ...investment product and thought leadership platform along with... ...financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals...Private clientLocal area
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J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job... ...broad investment product and thought leadership platform along with cutting‑edge... ...will offer comprehensive financial planning and advice to individuals and families...Private clientFull time- A leading financial institution is looking for a Private Banker to advise clients in wealth management. The ideal candidate will have over 15 years of experience in financial services, strong sales success and a focus on client relationships. You will manage client portfolios...Private client
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...in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment... ...closely with investment professionals, estate planning attorneys, and relationship managers to support a sophisticated private wealth client base. Why This Role Is For You:...Private clientWork at office- Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role involves handling client inquiries, processing money movements, and maintaining client records with accuracy. The...Private client
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...hire a full-time Client Portfolio Manager... ...Services (IS), and Private Client Group (PCG)... ...with PCG Managing Directors on complex client... ...experience. Thought Leadership & Communication... ...SCS is a fiduciary wealth and investment management... ...wealth and estate planning, next‑generation...Private clientFull timeWork at officeLocal area- A leading engineering firm is seeking a Client Director for their Water Business in Boston, MA. The ideal candidate will have over 15 years of experience in water/wastewater management, leading project execution and business development efforts. You will manage multi-discipline...Contract work
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