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
- EisnerAmper LLP is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice in New York. You will prepare and review tax returns for individuals, partnerships, and corporations, ensuring compliance and client satisfaction. You will build relationships...SeniorPrivate clientPrivate practice
- ...- we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates...SeniorPrivate clientFull timeTemporary workPrivate practiceLocal area
$80k - $90k
PKFOD is seeking a Senior Tax Associate based in New York, NY, to support tax planning and compliance functions for high-net-worth individuals and families. The ideal candidate should have a bachelor's degree in accounting and at least 3 years of public accounting experience...SeniorPrivate client$95k - $130k
...Tax Senior Associate – Private Client Services Location: New York (Hybrid) Join a Growing Public Accounting Firm A nationally recognised public accounting and advisory firm is seeking a Tax Senior Associate to join its expanding Private Client Services team. This is an...SeniorPrivate clientWork at officeFlexible hours$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$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$82k - $133.5k
...Phoenix, AZ / Portland, ORTax - Tax /Full Time /RemoteWork with a... ...industries, Aprio ensures clients are prepared for wherever life... ...fast-growing firm looking for a Senior Tax Associate to join their dynamic... ..., consulting, and compliance services benefitingclients in diverse...SeniorPrivate clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...of the worlds 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... ...as the trusted advisor to ultra-high net worth...SeniorPrivate clientFull timePrivate practiceWork at officeLocal area
- ...CBZ) is a leading professional services advisor to middle-market businesses... ...and expertise in accounting, tax, advisory, benefits, insurance... ...actionable insights to help clients anticipate what is next and discover... ...issues.Present findings to senior team members and clients....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 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
- ...financial planning and investment guidance for high-net-worth clients within the SAFE Act framework. Identify opportunities, coordinate... ...product specialists, and deliver high-touch, compliant client service on-site in Brooklyn, NY. 5-8 years experience and FINRA registration...SeniorPrivate client
- A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must have...SeniorPrivate client
- 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
$150k - $210k
...What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international... ...2 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals...SeniorPrivate clientFull timeFixed term contractLocal area- 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
- 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
- ...- 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
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in New York. This role oversees multiple client engagements, leads tax planning and compliance for ultra-high net worth individuals and families, and collaborates with Partners...SeniorPrivate clientPrivate practiceWork at officeFlexible 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
$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$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$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$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$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
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