Private Wealth Tax Senior Manager
BDO Capital Advisors, LLC
BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise staff, and deliver timely tax work product. Responsibilities include guiding clients through complex tax matters, reviewing returns, coordinating resources, and maintaining strong client relationships while adhering to firm policies. #J-18808-Ljbffr BDO Capital Advisors, LLC
- ...;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients... ...and coordinate estate and wealth-transfer planning strategies.... ...communication skills.Proficiency in managing tax engagements and monitoring...SeniorPrivateRemote work
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New... ...is a nationally recognized independent wealth management and advisory firm serving high... ...partnerships, closely held businesses, private foundations, and multi-generational...SeniorPrivatePermanent employmentWork at officeLocal areaFlexible hours$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...advisory needs such as audit, tax compliance, and planning to help... ...team focus on key issues like wealth management, compliance, cash flow... ..., now and in the future.As a Senior Manager, you'll work as part...SeniorPrivateFull timeH1b$124k - $335k
...A career within PwC Private will provide the opportunity to help... ...advisory needs such as audit, tax compliance, and planning to help... ...focus on key issues like wealth management, compliance, cash flow management... ...and in the future. As a Senior Manager, you'll work as part...SeniorPrivateH1b$116.25k - $159.64k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...ResponsibilitiesJoin Baker Tilly as a Tax Manager with our New York office! This is a... ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to...PrivateFull timeWork at officeLocal areaWorldwide$65 - $75 per hour
...Overview Our client, a growing Management Consulting firm with offices in New... ...York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have... ...Collaborate with partners and wealth advisors on estate and wealth transfer...SeniorPrivateContract work$100.35k - $205k
...providing solutions to complex tax issues? Do you not only know... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice... ...Tax Consultants and Tax Seniors; you will begin taking on lead...PrivatePrivate practiceWork at officeLocal area$127.9k - $291.9k
...,900Job Function: Business Tax Services (BTS)Employer: EY... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...marketplace.EY's FSO EDGE Private practice provides comprehensive... ...Your key responsibilitiesA Senior Services Manager in FSO...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers... ...planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: Serve as the primary...SeniorPrivateFull time$132.1k - $301.6k
...,600Job Function: Business Tax Services (BTS)Employer: EY... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...join our dynamic FSO team!Private Tax is a growing practice within... ...and business acumen.As a Senior Manager in Private Tax, you...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$190k
...Tax Senior Manager/Partner – High Net Worth – Remote Tax Senior Manager/Partner – High Net Worth... ...and structures. Collaborate with wealth management teams to align investment strategies... ...Accounting, Venture Capital and Private Equity Principals, and Financial Services...SeniorPrivate16 hoursFull timeContract workWork at officeImmediate startRemote workWork from homeFlexible hours$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...is a partner to lawyers, accountants, asset managers and management professionals with deep...SeniorPrivateFull time- ...client seeks a detail-oriented and experienced Senior Tax Manager to join the single-family office. This... ...gifting strategies and multigenerational wealth transfer planning. Analyze tax implications of liquidity events, private investments, and family governance initiatives...SeniorPrivateWork at officeLocal areaRelocation package
$124k - $335k
...career in our Financial Services Tax practice, within Corporate Tax... ...their tax obligations while managing the impact tax has on their... ...now and in the future. As a Senior Manager, you'll work as part of... ...Opportunity As part of the Asset and Wealth Management team you are...SeniorH1bLocal areaOverseas- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorPrivateWork at office
$98k - $162.5k
...new and existing clients in partnership with a private bank credit team. Key responsibilities include independently managing transactions or portfolios of moderate to high... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is...SeniorPrivateFull timeBank staffWork at officeDay shift$81.9k - $135.1k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...provides specialized tax technical services to U.S.... ...management industry. As a senior analyst, you’ll collaborate... ...professionals on hedge fund, private equity, and mutual fund taxation...SeniorPrivateSummer holidayLocal areaFlexible hours- ...AccountingSelling Points Lead impactful tax engagements and advise high-net-worth clients... ...complex tax planning.Job DescriptionTax Senior Manager OverviewThe Tax Senior Manager leads... ...effectively.Leverage expertise in private equity, hedge funds, and alternative investments...SeniorPrivate
$200k
...providing client relationship management and investment banking... ...to corporate and private equity clients related... ...technology, media and telecom. Senior investment banking... ...rate and F/X, private wealth, insurance and other... ...death and dismemberment, tax-preferred savings accounts...SeniorPrivateFull timePart timeBank staffShift workDay shift$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...Responsibilities: Manage, develop and retain full-... ...years' experience in the wealth management industry as either...SeniorPrivate- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as... ...workflows. This role suits individuals with hands-on wealth management experience who are ready for deeper client-facing and...SeniorPrivate
- ...communities and the planet we all share.HSBC Private Banking’s Trust & Fiduciary Services... ...This role leads end-to-end fiduciary tax compliance across trusts, estates,... ...guidance to colleagues and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax...SeniorPrivate
- ...and expertise in accounting, tax, advisory, benefits, insurance... ...equivalent certificationAbility to manage all aspects of client... ...travel based on business needsThe Private Client Services (PCS) Tax Practice... ...and Primary DutiesThe Tax Senior Manager is responsible for managing...SeniorPrivateWork at office
$110k - $210k
What You’ll Do As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment funds, private equity, hedge funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax...SeniorPrivateFull timeContract workWork at officeLocal areaRemote work- Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...SeniorPrivate
- ...at 270 Park Ave, New York, NY, seeks a Private Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books, leveraging investments,... ...financial planning to deliver comprehensive wealth solutions. The role emphasizes...SeniorPrivate
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...SeniorPrivate
- ...clients in partnership with a private bank credit team. Key... ...responsibilities include independently managing transactions or portfolios of... ...on credit requirements. The Senior Credit Underwriter is aligned... ...relationships with strategic wealth clients, driving funded loan...SeniorPrivateBank staff
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorPrivateWork at office- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorPrivate
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