Tax Manager - High Net Worth
$80kBonadio
Tax Manager OpportunityWe have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees!Responsibilities:Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planningResponsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.Review and prepare clear and concise working papersWork on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trendsDevelop effective working relationships with internal and external clientsAssist clients with special projectsDeliver projects/engagements on time, within budget and to client's satisfactionManage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedbackRequired Qualifications:A minimum of a bachelor's degree in accountingCPA or EA certificationA minimum of five years of relevant CPA firm experienceAbility to develop and sustain business relationships for the purpose of increasing the client baseProficiency with tax software, Microsoft Office SuiteAbility and willingness to travel as requiredSalary range is between $80,000 and $100,000Hours Of Operation:Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on FridayWe pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak timesAt The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
$80k - $150k
...Tax Manager Elite Way CPAs | Las Vegas, NV 89117 Position Type Full-time, Permanent Hours Monday–Friday, 8:30 AM–5... ...advisory services to small businesses, closely held companies, and high-net-worth individuals. Our work goes beyond tax compliance—we partner...High net worthPermanent employmentFull timeWork at officeRemote workMonday to Friday$95k - $130k
...Tax Manager/Senior Manager We are looking for dynamic Tax professionals to join our growing team. We offer tremendous growth and... ...candidates who have tax experience with either complex 1040s, high net worth clients, small businesses and partnerships. We are willing...High net worthWork at officeLocal areaImmediate startRemote work$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits... ...Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical...High net worthImmediate startRemote workRelocation- ...entrepreneurial, growth-focused accounting, tax, and advisory firms. Our... ...national platform. This is a high-impact leadership role... ...and compliance services to high-net-worth individuals, family offices,... ...assign workloads, and prepare management reports. Drive practice growth...High net worthWork at officeLocal area
- ...Mayhew is the 36 th largest U.S. tax, assurance and advisory firm... ...named among the 50 best-managed firms in the nation, this is the... ...planning engagements, delivering high-quality client service through... ...companies, partnerships, and high-net-worth individuals. Advise clients...High net worth
$83.5k - $95k
...Enjoy tax….let’s talk! We are seeking an experienced Tax Senior/Supervisor to prepare/review tax returns. Must have at least two... ...and camaraderie of a smaller organization. Our team works with high-net-worth clients across multiple industries. We have sophisticated...High net worthSummer workWork at officeRemote workFlexible hours- ...About The Role As an International Tax Director, you’ll be responsible for providing... ...services. You’ll play a vital role in managing client relationships, engagement... ...multinational corporations, partnerships, high-net-worth individuals, and other clients with cross...High net worthWork at officeLocal areaFlexible hours
$96k - $143k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ..., as well as International and Private Client services.As a Tax Manager based out of our Rochester, NY office, you'll work alongside an...Work at officeLocal area- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax...Local area
$155k - $220k
...experience to join our Private Clients Practice Group. The ideal candidate will represent high net worth individuals, trusts, partnerships, LLCs and corporations on estate, income and gift tax planning matters and be familiar with trust and estate administration. We offer a...High net worthPrivate practice$85k - $125k
...Tax Managers should have well-developed leadership, interpersonal, technology, communication, and analytical skills. Tax Managers are expected... ...new programs. Strong work ethic and team player. High degree of professionalism and the ability to deal sensitively with...Full timeWork at officeLocal areaRemote work- ...Hey, tax pros. If you’ve spent a decade-plus doing tax work you’re proud of and want... ...entrepreneurial clients, we might be worth a conversation. Who We Are Humm Accounting... ...term, we’re building a team of tax managers, and each one chooses how large a book they...Full timeFor contractorsFlexible hoursShift work
- ...Tax Manager OpportunityJoin a well-established financial services company with 80 years of industry experience and a strong reputation for employee retention and long-term career growth.Why employees stay:Strong employee retentionWeekly happy hours and team cultureBusy...Work at office
$85k - $150k
...Tax Manager / Senior Tax Manager / Tax PrincipalLocation: Syracuse or Rochester, NY | Hybrid Work Option Available Department: Tax Type: Full-TimeAt FustCharles LLP, we help clients navigate complex tax environments with clarity, strategy, and care. As a leading accounting...Summer workWork at officeFlexible hours$160k - $185k
...Title: Tax Manager, Mutual Funds Company: Investment Management / Asset Management Compensation: $160K - $185K base salary Location... ...with the ability to self-review work product and maintain a high level of accuracy ~ Excellent communication, analytical, and...For contractorsRemote work$73.5k - $212.28k
...LevelManagerJob Description & SummaryThe OpportunityAs a Federal Manager you will lead tax compliance work within our Tax Services practice, guiding... ...; FL-Boca Raton; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-Grand Rapids; IN...Full timeH1b- ...Job TitleResponsibilitiesOverall successful completion of client tax compliance engagementsDevelop understanding of client's business... ...inclusive of OutlookSelf-starter with the ability to handle and manage multiple prioritiesExcellent written and verbal communication...Work at office
- ...EY is seeking experienced seasonal tax professionals to support clients nationwide. You’ll join a high-performing tax team with hourly, over-time eligible pay and... ...opportunities to enhance your skills. As a seasonal tax manager, your focus is corporate compliance and tax...Hourly paySeasonal workRemote work
- ...Job Description Tax Supervisor \n Rochester, New York \n \n Insero Talent... ...transition from public accounting into a highly visible, in-house role. \n \n The successful... ..., and business partnership. Rather than managing a team, the Tax Supervisor will take...Local area
- ...candidate is to become part of the firm's management company and participate in their equity... ..., client-facing advisor to serve ultra-high-net-worth families, business owners, and select institutional... ...clients navigate integrated investment, tax, estate, succession, liquidity, and...High net worth
- ...P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ..., trusts & estates, individual tax rules (both transfer and income taxes... ...and families ranging from affluent to high- and ultra-high net worth. The successful individual should approach...High net worthWork at office
- ...our growing team. This role is ideal for a highly motivated professional with a proven ability... ...cultivate relationships within the high net worth (HNW) community. As a trusted advisor, you will deliver tailored risk management and insurance solutions that reflect the unique...High net worthFull time
- ...International Tax ManagerEFPR, a Springline company, is a regional firm with the reach... ...clients—while staying true to the personalized, high-touch service and vibrant culture that... ...paths to explore.As the International Tax Manager, you'll be responsible for providing strategic...Fixed term contractWork at officeFlexible hours
$80k - $105k
Trust & Estate Tax Specialist (CPA)If you spend your days in the nuanced world of Form... ...and planning for a portfolio of high-net-worth clients, estates, and trusts.What you'll... ...attorneys, financial advisors, and investment managers to gather data and implement tax-efficient...High net worth- Job Title Position Summary Limited immigration sponsorship may be available Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct...Visa sponsorship
- ...LLC is seeking a Senior Relationship Director to serve ultra-high-net-worth families, business owners, and select institutional clients in... ...growth. The ideal candidate has 5+ years in wealth management or advisory, exceptional relationship-building skills, and a...High net worth
- ...a keen understanding of the needs and expectations of ultra-high net worth clientele. You’ll design extraordinary travel experiences for... ...style, and unspoken expectations — then exceed them. Builds and manages bespoke itineraries encompassing private/commercial air,...High net worthWork visa
$145k - $350k
...A staffing agency in the U.S. is looking for a U.S. federal tax attorney to enhance their dynamic tax practice. The ideal candidate... ..., specifically dealing with cross-border issues involving high-net-worth individuals and business entities. This role offers a competitive...High net worth$130k - $175k
...growing one of our Federal Tax specialty areas, our... ...domesticandinternationalhighnet worth individuals, serving as... ...goals by delivering highly personalized solutions... ...Services, Tax you will: Manage tax and consulting services projects for high net worth individuals in the...High net worthPart timePrivate practiceWork at officeFlexible hours$150k - $180k
...investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations... ..., client advisory, relationship management, and business development. The... ...business owners on integrated investment, tax, estate, succession, liquidity, and wealth...High net worth
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