Senior Tax & Estate Planning Manager for HNW Clients
Beahired
A leading tax advisory firm in New York seeks a Tax Senior Manager specializing in fiduciary taxation and estate planning for high-net-worth clients. This role involves managing client relationships, ensuring compliance with tax laws, and developing strategies to preserve and transfer wealth efficiently. Qualified candidates should have 8+ years of relevant experience, strong leadership capabilities, and a Bachelor's degree in law or finance. This position offers an opportunity to work closely with clients and their financial advisors. #J-18808-Ljbffr
$150k - $225k
...Senior Tax Manager / Director This range is provided by Atlas Search. Your actual pay will be... ...yr - $225,000.00/yr. One of my best clients is seeking strong tax managers / senior... ...worth individuals and their trusts and estates. Seniority level ~ Director Employment...SeniorTaxHigh net worthFull time$150k - $225k
...Atlas Search is looking for a Senior Tax Manager / Director in Teaneck, NJ, to manage tax strategies for... ...net worth individuals, their trusts, and estates. The ideal candidate will have extensive experience with private client services and a robust background in taxation...SeniorTaxHigh net worthFull time- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorTaxHigh net worth
- ...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...SeniorTaxHigh net worthHourly payContract work
- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a team. You will leverage your extensive tax compliance experience to deliver innovative solutions for ultra-high net worth...SeniorTaxHigh net worth
- 6AM City, LLC is seeking a highly motivated Tax Manager for their Individual Services team. This role involves managing a diverse portfolio of clients, ensuring compliance with various tax regulations, and providing strategic tax consulting services. Candidates must possess...SeniorTaxHigh net worth
- ...Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree, CPA or EA certification, and at least 8 years of tax experience in either private or...SeniorTaxHigh net worth
- ...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in the United States to join the Private Client Services team. This role involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals. Candidates must have a...SeniorTaxHigh net worthHourly paySeasonal workRemote workFlexible hours
- ...A leading accounting and advisory firm in New York is seeking a Tax Senior Manager for the Private Client Services practice. The role involves overseeing tax planning and compliance for high net worth individuals, leading a team, and fostering client relationships. Candidates...SeniorTaxHigh net worthPrivate practiceWork at officeFlexible hours
- ...Description Job Description Tax Director- PCG... ...primary point of contact for clients, addressing their... ...inquiries while overseeing tax planning and compliance for... ...expert advice on trust and estate planning strategies... ...advisors, and investment managers to coordinate comprehensive...TaxHigh net worth
$250k
NPAworldwide is seeking a Trust & Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families.... ...relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving,...SeniorTaxHigh net worth$20 - $30 per hour
Snelling Staffing Services is seeking a Tax Review professional in New York, NY, offering $20 - $30 per hour. The role requires reviewing tax updates, assisting clients with tax questions, and managing correspondence with the IRS. Candidates must have 8+ years of experience...SeniorTaxHigh net worthHourly pay- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...Responsible for overseeing tax planning and compliance functions for ultra... ...working understanding of trusts, estates, gifts, and charitable entities....SeniorTaxHigh net worthPrivate practiceWork at officeLocal area
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title... ...business management services from tax planning and audits to the most detailed... ...specialty in fiduciary taxation and estate planning to service high-net-worth individuals...SeniorTaxHigh net worthFull time- EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects while providing crucial advice to clients in the real estate, hospitality, and construction sectors. This role requires a bachelor's degree in a relevant field, CPA certification, and7-10 years...SeniorTax
- A leading CPA and Advisory firm in New York is seeking a motivated Senior Tax Manager to join their tax team. The ideal candidate will manage client relationships, provide innovative tax planning, and lead team members. Candidates should have at least 8 years of experience...SeniorTax
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...Senior Associate to join the Private Client Services (PCS) practice. This role is... ...industry You will have the flexibility to manage your days in support of our commitment...SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...consulting firm is seeking a full-time Senior Tax Manager with Trust and Estate experience. This role requires leadership within the Private Client Service team, emphasizing significant experience in tax compliance and planning for high-net-worth individuals. Candidates...SeniorTaxHigh net worthFull time
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...Responsible for overseeing tax planning and compliance functions for ultra... ...working understanding of trusts, estates, gifts, and charitable entities....SeniorTaxHigh net worthTemporary workPrivate practiceWork at officeLocal area
$195k - $235k
...office in New York, is seeking an experienced Senior Tax Manager to deliver comprehensive tax compliance and planning services. In this role, you will manage complex... ...develop actionable tax strategies for high-net-worth clients. The ideal candidate has extensive...SeniorTaxHigh net worthWork at office$132.1k - $301.6k
...side with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...team! Private Tax is a growing... ...business acumen. As a Senior Manager in Private... ..., succession planning, and governance strategies...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$76k - $125.3k
...technically demanding tax planning and compliance projects... ...for a wide range of clients and colleagues. This is... ...and local tax and asset management to deliver... ...thorough understanding of estate and wealth planning Experience... ...to challenge senior colleagues and stakeholders...SeniorTaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$125k - $250k
...* You will have the flexibility to manage your days in support of our commitment... ...analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations... ...tax workpapers and tax returns for clients in the real estate industry...SeniorTaxHigh net worthLocal area$225k - $250k
...Hightower is a wealth management firm that... ...and retirement planning services to individuals... ...and help their clients achieve their... ...specialized estate and financial planning, tax, trust, business... ...will serve as a senior subject matter expert... ...working with HNW and UHNW clients...TaxHigh net worthPermanent employmentPrivate practiceWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ECG Resources, Inc. is looking for a Relationship Manager specializing in HNW Tax & Family Office Services in New York City. The ideal candidate will... ...focusing on reviewing complex tax returns and providing client advisory services. This role offers an opportunity to...SeniorTaxHigh net worthWork at office
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...TaxHigh net worth
$180k - $265k
...Senior Tax Manager Location: New York, NY, US Experience:... ...tax engagements, oversee client relationships, mentor teams... ..., partnerships, and HNW individuals Provide strategic tax planning and consulting services... ...preferred ~ Trust & Estate experience is a strong...SeniorTaxHigh net worth- ...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... ...ensuring compliance for tax filings, managing client relationships, and leading...TaxHigh net worthFull time
- ...for delivering high-quality tax, assurance, and advisory... ...assurance firm, providing clients with a genuine coast-to-coast... ...Position Overview: As a Senior Manager in Real Estate & Partnership Tax , you will... ..., at-risk rules, and basis planning Sections 734(b) and 743(...SeniorTaxHigh net worthLocal areaWorldwide
- Armanino is seeking a Tax Manager based in New York to lead tax consulting engagements with various clients, including professionals and high-net-worth individuals. The ideal candidate will have a Bachelor's degree in Accounting, an active CPA or EA, and at least 5 years...TaxHigh net worthFlexible hours
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