Senior Tax Leader - HNW Trusts & Private Client Services
KPMG Careers
KPMG Careers in Orlando, Florida, seeks a seasoned tax professional specializing in ultra-high net-worth clients to lead engagement teams. You'll manage client relationships and ensure high-quality tax services. The ideal candidate has a bachelor's degree, 5+ years of relevant tax experience, and holds a CPA, EA, or JD/LLM. This role includes mentoring staff and contributing to the growth of the Family Office tax practice. KPMG offers a robust benefits package, including health coverage, 401(k), and generous personal time off. #J-18808-Ljbffr
- ...Responsibilities Account for delivering high quality tax services related to KPMG’s private client tax practice, which focuses on ultra‑high net worth individual, trust, and estate clients Review and provide analyses of complex individual income tax, gift, estate, and...TaxPrivate clientHigh net worthPrivate practiceWork at officeLocal area
- ...At KPMG, we are reimagining tax with you in mind. Become an integral... ...to providing outstanding client service today, and tomorrow. You will... ..., Tax Shared Services - Trust Tax/Individuals to join our Delivery... ...services related to KPMG's private client tax practice, which...TaxPrivate clientHigh net worthPrivate practiceWork at officeLocal area
- ...of the world's top tax firms. Enjoy a collaborative... ...high-profile clients understand, analyze... ...seeking a Senior Manager to join our Business Tax Services practice. Responsibilities... ...in growing KPMG's private client tax practice... ...-worth individual, trust and estate clients...SeniorTaxPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$76k - $125.3k
...technically demanding tax planning and... ...wide range of clients and colleagues.... ...focusing on service delivery for our... ...develop into a trusted advisor role to... ...hedge fund and Private equity K-1s... ...confidence to challenge senior colleagues and... ...team‑led and leader‑enabled hybrid...SeniorTaxPrivate clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$90k - $120k
...manage hours like some firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that handle a variety of tax... ...doing daily tax prep and review work on multiple entities and VIP clients ~ Very proficient with various tax software programs,...SeniorTaxPrivate clientHigh net worthFull timeLocal areaMonday to FridayFlexible hours- ...building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you'll serve as a trusted advisor to a portfolio of affluent... ..., and providing unparalleled client service. This role is ideal for a seasoned...SeniorPrivate clientHigh net worth
- ...Job Title: Trust & Estate Accounting Senior Associate Location:... ...the Role Our client, an individual family... ..., and individual tax-related reporting... ..., estates, or private client) who is looking... ...private client services strongly... ...trusts, estates, HNW individuals, or partnership...SeniorTaxPrivate clientHigh net worthWork at office
$105.56k - $247.9k
...advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...been created for a Senior Manager to join our... ...&A activities of our Private Equity clients and... ...discussions with executive leaders as they are... ...integrity, collaboration, trust, and mutual respect...SeniorTaxPrivate clientWork experience placementLocal areaRemote work- A well-capitalized regional banking institution is looking for a Senior Private Client Relationship Manager in Orlando, FL. This role focuses on high-impact, client-facing advisory work for high-net-worth families, integrating banking, lending, and wealth solutions. Candidates...SeniorPrivate clientHigh net worth
- A leading professional services firm in Orlando is seeking a Tax professional to provide tax compliance and advisory services. You will work with individuals and businesses, ensuring exceptional client service and developing strong relationships. Required qualifications...SeniorTaxFlexible hours
- ...wealth management (tax set up and pass through... ...business advisory services, merger and... ...as well as company leaders throughout the Orlando... ...the addition of new clients every month, due in... ...entities including trusts, estates, and partnerships... ...C-Corps, S-Corps, HNW, partnerships,...SeniorTaxHigh net worthWork at officeLocal area
$40 - $60 per hour
...Job detailsSenior Tax Review, Contract, Remote... ...seeking a Consulting Senior Tax Reviewer to join... ...Corp, S-Corp, Estate, Trust, and High Net Worth (HNW). The successful candidate... ...and corporate clients.Supervise, train, and... ...exceptional customer service, demonstrating professionalism...SeniorTaxHigh net worthContract workWork at officeLocal areaRemote work- ...- International Corporate Tax Advisory Senior Manager - FY26 Location... ...International Tax and Transaction Services Senior Manager The... ...on advising corporate and private equity clients on all aspects of their capital... ...be viewed by clients as trusted business advisors. Your...SeniorTaxPrivate clientWork experience placement
- ...A nationally respected, full‑service law firm with a long‑standing... ...to join its highly regarded Private Client & Wealth Planning practice in... ...wills, revocable and irrevocable trusts, powers of attorney, and... ...healthcare directives. Design tax‑efficient estate plans tailored...TaxPrivate clientHigh net worthPrivate practice
$110k - $210k
...Power in the Plus! Withum's Tax Services Group is made up of a... ...well as International and Private Client services. As a Trust and Estate Tax Manager based... ...-known CPAs and industry leaders. In this position, you... ...prepared by tax staff and/or seniors for accuracy Researching...TaxPrivate clientWork at officeLocal areaRemote work$147.4k - $336.8k
...International Corporate Tax Advisory – Senior Manager The... ...Tax and Transaction Services practice is comprised... ...advising corporate and private equity clients on all aspects of their... ...by clients as trusted business advisors. Your... ...in our team-led and leader-enabled hybrid model...SeniorTaxPrivate clientWork experience placementSummer holidayFlexible hours$90k - $120k
...Most Tax Seniors/Supervisors don't leave because they dislike tax.... ...year billings on self generated clients • Hybrid schedule (3 days office... ...Net Worth Individuals • Trusts • Nonprofit Organisations... ...continue progressing • Future leaders who enjoy working directly...SeniorTaxHigh net worthWork at office- ...About the job Private Client Relationship Manager -Orlando, FL Senior Private Client Relationship Manager - Orlando, FL... ...Function: Lead multi-generational HNW relationships by integrating deposits, credit, and investment/trust strategies with internal specialists...Private clientHigh net worth
$175k - $200k
...Tax Senior Manager Withum is a place where talent thrives - where... ...the Plus! Withum's Tax Services Group is made up of a brilliant... ...well as International and Private Client services This Senior Manager... ...-known CPAs and industry leaders. In this position, you have...SeniorTaxPrivate clientLocal area- ...International Tax Senior Manager Withum is a place where talent... ...Starts with You. Withum's Tax Services Group is made up of a... ...as well as International and Private Client services This International... ...well-known CPAs and industry leaders. In this position, you have...SeniorTaxPrivate clientWork at officeLocal area
- ...organizations, and private companies across... ...and beyond. These clients choose Carollo because... ...industry leaders who are advancing... ...Stormwater Client Service Leads across the company... ...experience, skills, seniority, geographic... ...insurance coverage, pre‑tax savings account options...SeniorTaxContract workLocal areaFlexible hours
$200k
...Description Job Description Senior Tax Manager/Tax Director –... ...accounting, and advisory services to larger privately held businesses, high-net-... ...In this role, you’ll lead client engagements involving... ...tax team, and serve as a trusted advisor to our clients. You...SeniorTaxHigh net worth2 days per week3 days per week- EY is seeking a Seasonal Tax Manager for Private Client Services in Orlando, Florida. This position will involve serving high-growth private companies and their owners with complex tax planning and compliance projects. The candidate must have a valid US CPA license or active...TaxPrivate clientRemote jobSeasonal work
- ...A leading professional services firm is seeking a Senior Manager for Sales and Use Tax to lead engagements and develop strategies for compliance and optimization... ...role involves managing complex projects, building client relationships, and understanding indirect tax best...SeniorTaxFlexible hours
- ...Job Description Job Description Tax Senior– Remote | Public Accounting Firm... ...comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative... ...strong client relationships, acting as a trusted advisor on tax-related matters....SeniorTaxHigh net worthRemote jobFull timeFlexible hours
$91k - $321.5k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...tax positions. In private tax at PwC, you will... ...the owners of PwC. As a Senior Manager you are expected... ...establish a secure and trusted workplace for all. Applications...SeniorTaxHigh net worthFull timeH1bRemote work$150k - $300k
Overview Job Title: Senior Tax Manager or Partner Location: Orlando... ...with experience, client base, and leadership scope... ...Our Clients & Team Our Tax Services team partners with privately owned middle-market... ...net-worth individuals, and trusts & estates . We collaborate...SeniorTaxHigh net worthFull time- ...Position Summary Lee Wesley is seeking a Senior Accountant who is detail-oriented, hands-on, and motivated to keep our financial operations... ..., and expense reports. Ensure compliance with GAAP, sales tax filings, and franchise reporting. Supervise and mentor 1-2 accounting...SeniorTax
- ...Senior Trusts and Estates Paralegal Orlando, Florida | 70,000 to 80,00... ...Maintain organized and confidential client files Estate and Trust... ...ensure timely submissions Tax and Compliance Support •... ...ongoing tax compliance Client Service and Practice Support •...TaxHigh net worthWork at office
- Overview NNN REIT is looking for a Mid-to-Senior Level Tax Leader to join our team in Downtown Orlando, FL. This role will manage tax return compliance requirements for all company entities, manage the annual REIT E&P calculation and reporting process, and provide guidance...SeniorTaxLocal area
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