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!
$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$80k - $100k
...Tax Manager Opportunity We 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...High net worthSummer workWork at officeMonday to FridayMonday to Thursday$110k - $145k
...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible 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
$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$82.5k - $87k
...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 International and Private Client services. As a Tax Manager based out of our Rochester, NY office, you'll work alongside...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
$105k - $125k
...opportunities to serve our clients-while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This... ...range of career paths to explore. About The Role As a Tax Manager on the Tax and Business Services team, you will oversee tax...Work at officeLocal areaFlexible hours- ...Job Description Position Overview Hiring a Tax Manager on route to partner position due to a retirement coming up! If you are open to a conversation to learn more about this opportunity, I would be happy to have a conversation with you! A little bit about...Live inWork at officeLong distanceFlexible hours
$140k - $150k
...Senior Tax Manager Apply now » Date:Sep 16, 2026 Location: Rochester, NY, US, 14650 Oakdale, MN, US, 55028 Dayton, OH, US, 45420... ..., and develop internal and offshore tax resources, fostering a high performance culture. • Coordinate external service providers...Work at officeRemote 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...
$155k - $220k
.... This is an excellent opportunity for an attorney experienced in advising high-net-worth individuals, families, trusts, and closely held businesses on sophisticated estate planning, tax planning, wealth preservation, and trust and estate administration matters....High net worthPrivate practice- ...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
$27 - $41 per hour
...Description Overview\n Intuit is seeking highly motivated individuals to join our dynamic... ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and... ...-paced environment independently while managing multiple priorities. \n Proficient with...Work at officeLocal areaMonday to Friday$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$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations...H1bLocal area$125k - $165k
...four to six years of experience for its Buffalo, Rochester, or Albany office. The successful candidate will have experience in high net-worth tax and estate planning, wealth preservation and charitable giving, estate and trust administration, and business succession...High net worthWork at officeLocal areaFlexible hours$132.7k - $303.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...of professionals providing dedicated tax technical services to both US and global... ...the satisfaction that comes with producing high-quality, valued work and advice. Your...Work experience placementSummer holidayFlexible hours$88k - $100k
...Doeren Mayhew is the 37 th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across... ...join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. The Tax...$85k - $105k
...clients-while staying true to the personalized, high-touch service and vibrant culture that... .... About The Role As a Tax Supervisor on the Tax and Business Services... ...presentations, and cross-selling opportunities. Manage multiple clients and projects...Local areaFlexible hours- ...—while staying true to the personalized, high-touch service and vibrant culture that sets... .... About the Role: As a Supervisor on the Tax team, you will be responsible for... ...Supervisor is responsible for oversight and management of the tax reporting, tax planning and compliance...Work at officeLocal areaFlexible hours
- InsurePay is seeking a Director of Payroll Operations in Rochester, NY to own end-to-end payroll connectivity, data workflows, and operational processes. You will drive strategy across integrations, premium calculation, and disbursement, while partnering with product and...
$120k - $155k
...Tax Manager needed ASAP for a Minority Owned Growing Remote firm! This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy... ...laws. Our firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the...High net worthWork experience placementSelf employmentSecond jobLocal areaImmediate startRemote work$120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $120,00... ...work, this opportunity is worth a conversation. We're... ...advisory role rather than compliance management ~ Established portfolio of... ...to business owners and high-net-worth clients, helping them make...High net worthRemote work$150k - $160k
...POSITION SUMMARY: The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job... ...corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS:...High net worthTemporary workLocal area$100k - $130k
...and Canada, we are seeking an experienced Tax Supervisor to become our international, internal... ...growth. Why This Role? This is a highly hands-on role. While the position serves as... ...personally prepare workpapers, coordinate filings, manage registrations, respond to tax notices,...Local area- ...Job Description Dana Klier from the Rochester, NY Robert Half office has partnered with a fast-growing, highly successful company to identify their next Tax Manager . This role offers the chance to work closely with senior leaders, external advisors, and cross-...Work at officeLocal area
- ...Job Description Job Description Tax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is... ...opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence...Local areaRemote workFlexible hours
$100k - $120k
...advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory... ...and recommendations to build and maintain net growth. Nationally, we maintain a robust reputation... ...federal tax documents. In addition, tax managers develop tax strategies and policies that...Temporary workLocal area- ...Lending Transaction Manager - Lending and Banking Services, Full-Time, Hybrid, New York,... ...Management organization at MMWM, a collaborative, high-performing group of experts across... ...for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner...High net worthFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - High Net Worth. Be the first to apply!
- state tax manager Rochester, NY
- tax director Rochester, NY
- hedge fund private equity tax manager Rochester, NY
- tax manager public accounting Rochester, NY
- tax manager Rochester, NY
- tax professional Rochester, NY
- seasonal tax professional Rochester, NY
- corporate tax Rochester, NY
- senior manager tax Rochester, NY
- sales tax Rochester, NY



