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
$225k - $250k
...performing team at Macquarie Asset Management in New York, where you will... ...Compensation You will oversee tax structuring, reporting, and... ...Alternative Investment products within Wealth Management and Credit and... ..., including experience with private fund structures, investments,...SeniorPrivateTemporary workWork experience placementWork from homeFlexible hours$126.5k - $166.3k
Dormont Manufacturing Co is seeking an experienced advisor to deliver tax and accounting services to private wealth clients. The ideal candidate will provide fiduciary responsibilities such as overseeing accounting, financial statement preparation, and ensuring compliance...Private- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with...SeniorLocal areaOverseas
$120k - $230k
...sophisticated and growing tax practice. We are seeking Tax Managers with 6-10 years of... ...worth individuals, complex private client services, fiduciary... ...work from the Associate and Senior levels. Mentoring team members... ...strategic solutions for wealth preservation, estate...SeniorPrivate- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
$126.5k - $166.3k
Overview Baker Tilly is a leading advisory, tax and assurance firm with offices across... ..., accounting, and advisory services to private wealth clients, including ultra‑high‑net‑worth... ...and counseling associates. Demonstrated management, analytical, organizational,...PrivateWork at officeLocal areaFlexible hours- ...Young Advisory Services Sdn Bhd in New York is seeking a qualified Tax Advisor to deliver tailored tax advice and compliance solutions. You will lead and manage team efforts to support clients in wealth transfer and governance strategies. The ideal candidate has a Bachelor...Private
$190k
Tax Senior Manager/Partner - High Net Worth - Remote Tax Senior Manager/Partner - High Net Worth... ...taxation and structures. Collaborate with wealth management teams to align investment... ...Industries Accounting, Venture Capital and Private Equity Principals, and Financial...SeniorPrivateRemote job16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours$92k - $146.34k
Job Description Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to High-Net-Worth individuals and trusts. You will work side...PrivateLocal area$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...FSO team! EY’s FSO tax practice provides comprehensive... ...facets of hedge fund, private equity fund and mutual fund... ...for review to the partner or senior manager – and consult when...PrivateWork experience placementSummer holidayLocal areaFlexible hours- Ernst & Young Oman seeks a Manager in Private Tax to provide personal tax advice and compliance support to business owners and families. You'll... ...solutions and navigate challenges involving family governance and wealth transfer. This role requires a Bachelor's degree, CPA...Private
$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$175k - $210k
AllianceBernstein L.P. is seeking a Talent Acquisition Partner to join its Private Wealth Talent Acquisition Team in New York City. The role involves identifying and attracting Wealth Advisor talent nationwide and collaborating with key business partners to create an immersive...SeniorPrivate$120k - $350k
...Open roles: Senior Manager, Senior Tax Director and Partner Benefits Pulled from the full job description Dental insurance Health... ...requirements - Expertise in tax planning strategies for private equity and corporate clients - Proven experience in...SeniorPrivateFull timeRelocationMonday to FridayShift workWeekend workDay shift- ...is seeking a Director for the Wealth at Work division in Beverly... ...This role requires an expert in Private Banking with over 15 years of... ...in the UHNW market, managing effective client relationships... ...possess communication skills for senior negotiations. The Director will...SeniorPrivate
$90k - $120k
Business Overview The Private Wealth Product Management team serves as the backbone for operational excellence across Private Wealth products and service offerings. The team is responsible for the design, governance, and lifecycle management of all products and investment...SeniorPrivateWork at office- 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
- Bernstein Private Wealth Management seeks a Wealth Advisor to represent the firm within New York communities and grow a personalized practice around client segments you are passionate about. You will connect clients to Bernstein’s planning and investing expertise, acting...SeniorPrivate
- Neuberger Berman is seeking a hands-on Product Governance professional to define eligibility, fees, and program design for private wealth products. You will translate business intent into operational rules and data specifications, collaborating with Legal, Compliance,...SeniorPrivate
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing... ...candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with...SeniorPrivateFull time- Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor... ...and alternative investments with wealth planning and private banking #J-18808-Ljbffr Citigroup Inc.SeniorPrivate
- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on high... .... You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families....SeniorPrivate
- 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
- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth clients... ...advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15...SeniorPrivateVisa sponsorship
$200k - $250k
...Tax Senior Manager New York, NY Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow...SeniorPrivateRemote workFlexible hours$250k - $300k
...to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role... ...The ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation ranges...SeniorPrivate$200k
...advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires... ...at $140,000, with strong potential for growth within 24 months at a fully remote capacity. #J-18808-Ljbffr Wedmont Private CapitalSeniorPrivateRemote jobFull time- Neuberger Wealth seeks a strategic leader to drive process improvement and operational... ...excellence across Client and Advisor journeys in Private Wealth. You will own end-to-end... .... The role requires 12+ years in Wealth Management, strong change management, and the ability...SeniorPrivate
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorPrivate
- Citizens in New York seeks a Senior Specialist in Private Bank and Wealth Specialty Lending to evaluate loan structures, underwrite complex credits, and monitor portfolios for risk-adjusted profitability. You will collaborate with Sales, Product, and Credit Risk teams,...SeniorPrivate
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