Senior Tax Advisor, Private Client Services
WithumSmith+Brown PC
WithumSmith+Brown, PC is seeking a Tax Senior to lead all aspects of tax engagements from our Columbia, MD or Tysons Corner, VA offices. You will supervise staff, mentor juniors, and build lasting client relationships while handling complex returns and planning opportunities. The role requires CPA-trajectory, 3+ years in a public accounting tax department, and strong analytical and communication skills in a fast-paced team environment. #J-18808-Ljbffr WithumSmith+Brown PC
$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE004444 Full-Time Hybrid Locations NY - New York City 245 Park Ave New York, NY 10167, USA The Senior Tax Associate will support the tax planning and compliance...SeniorPrivate clientFull timeLocal areaFlexible hours3 days per week$85k - $140k
Tax Senior Associate [Private Client Services] Opportunity ID 9795 Department Tax Location(s) Long Island, New York, White Plains State New York Function Tax Job Description As CohnReznick grows, so do our career opportunities.As one of the nation’s top professional services...SeniorPrivate clientPrivate practiceLocal areaFlexible hours3 days per week$82.5k - $95k
Role Overview Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting... ...& local tax, R&D tax credit, and international and private client services. As a Tax Senior based out of our Columbia, MD or Tysons Corner, VA...SeniorPrivate clientWork at officeLocal area- Anchin is seeking a Tax Senior Associate for the Private Client Group in New York. You will oversee high-net-worth client engagements, manage complex individual and trust tax filings, and provide tailored tax planning. The role includes mentoring junior staff and collaborating...SeniorPrivate client
- ...leading professional services advisor to middle-market businesses... ...in accounting, tax, advisory, benefits, insurance... ...insights to help clients anticipate what is next... ...on business needsThe Private Client Services (PCS)... ...Primary DutiesThe Tax Senior Manager is responsible...SeniorPrivate clientWork at office
$211.28k - $316.92k
...United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings... .... The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals...SeniorPrivate clientFull time- 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...SeniorPrivate client
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorPrivate client
- ...high‑volume contract work at pace while maintaining accuracy and client service standards. You’ll be expected to manage intake, draft first rounds, and support workflows that keep deals moving across private market clients. Strong communication and self‑starter mindset...SeniorPrivate clientContract work
- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax... ...use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and...SeniorPrivate clientWork at office
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...SeniorPrivate client
- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns...SeniorPrivate client
- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant... ...and findingsInteracts directly with clients and their advisors Communicates with supervisors, engagement team and...SeniorPrivate clientWork at office
- Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business... ..., focused on collaboration with clients, external advisors, and internal tax, legal, and wealth teams. The position emphasizes...SeniorPrivate client
- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients... ...business development, client communication, and tax return review. Candidates should have over 6...SeniorPrivate client
$95.04k - $316.92k
...ID: 96927131040Posted: 2026-07-13Location: New York, New York, United StatesSalary: $95,040.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Investment Solutions delivers holistic investment advice, harnessing Citi...SeniorPrivate clientFull timeWork at office- Citi in New York, NY is seeking an Investment Sales Senior Lead to guide product strategy within private client services. The role focuses on complex investment products, managing a sales pipeline, and educating bankers to drive revenue and AUM targets. Ideal candidates...SeniorPrivate client
$145k - $248.2k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...with extraordinary clients spanning every industry... ...and trusted advisors. We equip you with... ...RoleSenior Managers in our Private Client Services (... ...and Estates.Senior Managers can expect...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$127.9k - $291.9k
...Job Function: Business Tax Services (BTS)Employer: EY... ...side with a range of clients from our most venerable... ...marketplace.EY's FSO EDGE Private practice provides comprehensive... ...key responsibilitiesA Senior Services Manager in... ...status as a trusted advisor to maintain and...SeniorPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours- ...Accounting Manager , you will lead a client-facing accounting function for a client in the Private Wealth space that we've... ...will serve as a key member of our senior leadership team, helping guide a... ...financial reporting and accounting services. The ideal candidate brings...SeniorPrivate client
- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight...SeniorPrivate clientWork at office
$170k - $300k
...Location: New York, New York, United StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiRole:The Senior Portfolio Advisor, LATAM will report to the Head of Portfolio Advisory. The ideal candidate will possess...SeniorPrivate clientFull time$211.28k - $316.92k
...United StatesSalary: $211 280,00 - $316 920,00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Portfolio Construction... ...colleagues across Citi Wealth and Citi as a whole.The Senior Portfolio Specialist will have the opportunity to conduct...SeniorPrivate clientFull timeWork at office- ...in New York seeks a Fund Banker within the U.S. Private Bank to advise Emerging Private Equity & Venture Capital clients on banking, cash management, and lending... ...balance sheet strategies and exceptional client service. The role requires 3+ years in private banking,...SeniorPrivate clientLocal area
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals,...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$132.1k - $301.6k
...Job Function: Business Tax Services (BTS)Employer: EY... ...side with a range of clients from our most venerable... ...our dynamic FSO team!Private Tax is a growing practice... ...business acumen.As a Senior Manager in Private Tax... ...develop into a trusted advisor to clients. You will work...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$176.72k - $265.08k
...United StatesSalary: $176,720.00 - $265,080.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment Sales Sr... ...skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are...SeniorPrivate clientFull time- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent... ...New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar...SeniorPrivate client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Advisor, Private Client Services. Be the first to apply!
- tax consultant work from home New York, NY
- sales & use tax accountant New York, NY
- tax advisor New York, NY
- tax accountant cpa firm New York, NY
- tax accountant New York, NY
- accountant tax preparer New York, NY
- seasonal tax preparer New York, NY
- corporate tax accountant New York, NY
- senior tax associate New York, NY
- entry level tax associate New York, NY

