Tax Partner - Private Client Services
$350k - $400kDaley And Associates, LLC
Tax Partner - Private Client Service (Hybrid) This is a unique opportunity for a senior-level tax professional with significant Private Client Services experience. Our client is looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming Tax Partner. This Partner will be both strategic and tactical. The partner will help guide the practice in its expansion of services and clientele. The Partner will mentor, train, hire, and build a world-class private client services tax team. The target base salary is $350,000-$400,000 plus bonus. If you want to be a Partner in one of the country's largest public accounting firms with an established client base, don't wait. Send your resume to View email address on click.appcast.io . Our client is flexible on an East Coast location. Relocation is also an option. This is a Hybrid opportunity. Responsibilities: Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting. Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions. Manage, develop, and grow a team. Act as a High Net Worth Tax Subject Matter Expert Requirements: CPA Private Client Services experience dealing with ultra-high net worth tax clientele for 10+ years Engagement management experience Experience interfacing with High Net Worth Individuals and Families Exceptional organizational skills Exceptional communication skills - verbal & written Ability to manage, grow, and mentor a team Must be a Leader Compensation $350K to $400.0K (based on experience) plus bonus plus exceptional benefits. Email resume to View email address on click.appcast.io
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#J-18808-Ljbffr Daley And Associates, LLC- ...Bekaert delivers innovative advisory, assurance and tax services to our clients. Our strategy is to be digitally driven, industry-aligned... ...an exceptional opportunity for an accomplished tax partner to join our Private Client Services (PCS) team. In this highly visible...TaxPrivate clientFor contractorsLocal areaFlexible hours
$130k - $170k
...We are seeking an experienced Tax Manager that has ambitions of becoming a Partner, and potentially even an owner,... ...has been providing exceptional service to our clients since 1986. Most of our work consists... ...Tax Experience with Private Equity Clients Strong Tenure...TaxPrivate clientWork at officeRemote workFlexible hours2 days per week1 day per week$300k - $325k
Tax Partner - Alternative Investments - CPA Firm - Boston - Hybrid A national CPA firm is expanding its... ...Management tax practice Serve as a trusted advisor to private equity, hedge fund, venture capital, and private credit clients Drive business development and expand market...TaxPrivate client- CBIZ in Boston is seeking a Senior Accountant to manage client relationships and deliver quality engagement services. This position requires substanial experience in public accounting and an active CPA certification. The ideal candidate should demonstrate strong leadership...TaxPrivate client
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...TaxPrivate client
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...TaxPrivate clientFlexible hours
- C010 Cherry Bekaert Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring...TaxPrivate client
$106.06k - $159.14k
A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...TaxPrivate clientFlexible hours$120k - $127k
BDO USA, LLP is seeking a Tax Manager for Private Client Services in Boston, Massachusetts. This role involves providing tax compliance and consulting services to high net-worth clients, utilizing strong communication, leadership, and technical skills. Candidates should...TaxPrivate client- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...TaxPrivate client
$106.06k - $159.14k
...Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting...TaxPrivate clientCasual workWork at officeFlexible hours$120k - $180k
Andersen is seeking a Manager for their Private Client Services practice in Boston, MA. You will oversee multiple engagement teams for a diverse... ...business development activities, conducting reviews of complex tax returns, and mentoring team members. The ideal candidate has...TaxPrivate clientPrivate practice- George William Consulting is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. This role offers the chance to work with high-net-worth individuals and engage in complex tax compliance and advisory projects. The ideal candidate will have...TaxPrivate clientFlexible hours
- EisnerAmper LLP is seeking a Tax Manager for Private Client Services based in Boston, Massachusetts. The role involves leading multiple tax engagements, managing IRS audits, and guiding clients through complex tax regulations. The ideal candidate will have a Bachelor’s...TaxPrivate client
- ...Job Title: Tax Manager – Private Client Services (PCS) Locations: Boston, Massachusetts (or SanFrancisco, California) Responsibilities Lead, plan, and supervise multiple engagements which include consulting, compliance, and tax planning services. Assist with and manage...TaxPrivate clientLocal area
- KLR is one of the largest full-service CPA and business advisory firms in New... ...+ person firm provides assurance, tax, and business advisory services to private and publicly‑held companies... ...Tax Supervisor to join our Private Client Services team in our Boston office...TaxPrivate clientWork experience placementWork at officeFlexible hours
$95k - $125k
...and a clear progression path are all part of the culture — not just promises on paper? One of our clients is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. Why This Role Is For You: Flexible hybrid work structure based in Boston, MA....TaxPrivate clientFlexible hours- CPS Inc. is seeking a Tax Senior Manager for their Private Client Services practice. This role can be based in either Boston or New York City. The ideal candidate will serve as the Engagement Manager, overseeing client accounts from planning to execution. Key responsibilities...TaxPrivate clientPrivate practice
- ...Worth practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of... ...family clients that make use of some of the most sophisticated tax planning structures to minimize income, gift and estate taxes,...TaxPrivate clientWork at office3 days per week
- ...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. The role involves providing tax compliance and consulting services, and analyzing financial...TaxPrivate clientPrivate practiceLocal areaFlexible hours
- My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities Serving as the Engagement Manager on specific client accounts, taking responsibility...TaxPrivate clientInterim rolePrivate practice
$145k - $150k
Private Clients Associate Attorney# Private Clients Associate AttorneyBoston Office - Boston, MA... ...to join our Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts.... ...trust and estate administration and related tax work. Recent law school graduates may be...TaxPrivate clientPrivate practiceWork at office$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business... ...as internal managers and partners Contributes to client... ...and/or public accounting, private industry accounting or consulting...TaxPrivate clientWork at office$106.5k - $195.1k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...join our dynamic FSO team! Private Tax is a growing practice within... ...network and diverse ecosystem partners, EY teams can provide services...TaxPrivate clientWork experience placementSummer holidayImmediate startFlexible hours$120k - $180k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...global presence among professional services organizations. You'll embark... ...ordinary, working with extraordinary clients spanning every industry,... ...! The Role Managers in our Private Client Services (PCS) practice...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high... ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...TaxPrivate clientPrivate practiceWork at office$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices, C‑Suite... ...executives, athletes, entertainers, and others with complex tax and financial structures. The practice provides estate,...TaxPrivate clientWork at office$125k - $150k
...-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices... ...concerning client’s personal, trust and other entities tax information Prepare letters and other client communications Complete...TaxPrivate clientTemporary workWork experience placementWorldwide$105k - $125k
...office. As one of New England’s top full-service law firms, we are interested in hiring... ...probate proceedings, and assisting the Private Clients & Fiduciary Services Group with related... ...assisting in the preparation of estate tax returns and fiduciary income tax returns...TaxPrivate clientFull time- ...Family Medicine project will be a system of mobile family medicine services and outreach for well-visits, screenings, and chronic disease... ...Rural Mobile Family Medicine Provide technical assistance to partners, subcontractors, and others as needed Support the planning, information...TaxPrivate clientContract workFor contractorsFor subcontractorWork at officeLocal area
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