Senior Tax Manager — Multi-State & High-Net-Worth Clients
Regal Executive Search
A leading entertainment business management firm in White Plains is seeking an experienced Tax Manager to oversee client taxation and management services. The role requires 6+ years in high net-worth taxation, with responsibilities including tax return preparation and staff supervision. The ideal candidate will possess a Bachelor's in finance or accounting and a CPA license, while experience with industry-specific software and practices is highly valued. #J-18808-Ljbffr Regal Executive Search
- ...Description Our High Net Worth practice one of... ...England, servicing clients both locally and nationally... ...made up of many multi-generation family... ...sophisticated tax planning... ...Family Office to manage the Family wealth.... ...services in the United States. CBIZ CPAs is an independent...High net worthWork at office3 days per week
- Tax Manager Top entertainment business management firmis... ...role is to oversee client service work in the... ...and review of complex, multi-state tax returns (... ...accounting and taxation for high net-worth individuals Excellent... ...Associate New York, NY Senior Fund Accountant -...High net worthRemote work
$145k - $248.2k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ...! The Role Senior Managers in our Private Client Services... ...including federal and state filings; Draft... ...successfully in a fast-paced, high-pressure environment;...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$140k - $175k
...Internal Tax Manager - Research & Audit New York, New York Position Summary Gelfand... ...Firm partners, managers and staff on client tax issues, and will also handle/assist... ...possible preparation of moderate to complex, multi-state tax returns (individual, S corporation,...High net worthWork experience placementWork at office3 days per week$200k
...directly interact with clients and family office personnel... ...develop, nurture and manage client relationships by... ..., compliance, and tax planning services Consult... ...and manage IRS and state audits Participate and... ...consultative service to high-net-worth individuals and...High net worthWork at office$85k - $110k
...Senior Litigation Executive | Case Manager – Plaintiff Advocacy & Real Estate... ...Practice Area: High-Stakes Personal... ...week) The Firm: Multi-practice... ...across the Tri-State area has been established... ...counsel to high-net-worth individuals,... ...with high-profile clients, expert...SeniorHigh net worthFull timeImmediate start$130k - $160k
...experience serving high- and ultra-high-net-worth individuals and... ...$2.7 billion in client assets and is recognized... ...wealth management approach, research... ...an experienced Senior Financial Planner... ...retirement planning, tax planning, estate... ...protected by local, state and/or federal...SeniorHigh net worthWork at officeLocal area$225k - $250k
...Senior Tax Planner Rockefeller Private Office... ...that each client benefits from the... ...spectrum of wealth management, estate planning,... ...who advises ultra-high-net-worth (UHNW) clients on... ...estimated tax payments, multi-generational... ...federal, state or local law ("protected...SeniorHigh net worthWork at officeLocal area$130k - $160k
Focus Financial Partners is hiring a Senior Financial Planner in White Plains. This role involves preparing financial plans for ultra-high-net-worth clients using eMoney extensively. Candidates should have over 3 years of experience in financial planning and strong interpersonal...SeniorHigh net worth$81k - $125k
A reputable insurance firm is seeking a Senior Account Executive to interact with clients and manage complex accounts. This full-time role allows for a hybrid... ...and requires expertise in personal lines and high net worth coverage. The ideal candidate has over 7 years of...SeniorHigh net worthFull time- ...Morgan Advisors, the ultra‑high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...relationship with sales and senior management team. Ability to... ...skills. Ability to multi‑task and work well under pressure...High net worthWork at officeLocal area
$180k
...role requires a minimum of 4 years of experience and expertise in Trusts and Estates law. Responsibilities include advising high-net-worth clients on estate planning strategies, handling probate proceedings, and assisting in litigation support for estate and trust...High net worth$85k - $110k
...Barrett PC is seeking a Senior Litigation... ...attorneys handling a high-volume docket of... ...representing high-net-worth individuals, businesses... ...and institutional clients, and includes... ...and hands-on case management. This is a senior-... ...applicable federal and state law....SeniorHigh net worthFull timeContract workWork at officeLocal area- ...business opportunities for our clients and for CBIZ Assume... ...options to client and team Manage staff on engagement deliverables... ...such as financial statements, tax returns, work papers, etc.); complete... ...services in the United States. CBIZ CPAs is an independent CPA...Senior
- ...estate planning for high-net-worth individuals and... ...transfer strategies, tax-driven estate... ...Federal and New York State estate tax returns... ...comfortable advising clients with estates... ...work closely with senior partners on high-value... ...matters involving multi-generational...High net worth
- ...We are looking for a Senior to join our Business Advisory... ...Preparation of tax closings, closing of books... ...and reviewing client accounting records and... ...staff Communicate with Manager, and/or Director on work... ...helping companies and high net worth individuals find...SeniorHigh net worthPermanent employmentTemporary workSummer workWork at officeRemote workFlexible hours
- ...revenue of existing clients Responsible for... ...individual practice Manager practice... ...Maybe a member of the Senior Operations Management... ...externally ~ Proven high level of business... ...expertise in accounting, tax, advisory, benefits... ...in the United States. CBIZ CPAs is an independent...Temporary workWork at office3 days per week
- ...for the position of Tax Associate. The... ...professionals and other high-net-worth and ultra-high-net... ...Prepare federal, state and local income... .... Analyze client information and offer... ...effectively with tax managers, advisors, and... ...Experience preparing multi-state tax returns....High net worthFull timeWork at officeLocal area
- ...cutting-edge technology and client commitment. IBKR... .... Join our dynamic, multi-national team and be a... ...financial opportunities using state-of-the-art technology.... ...Brokers Global Tax Team serves an important... ...develops, implements, and manages tax strategies to help...Fixed term contractWork at officeLocal areaRemote work
$110k - $160k
...Tax Manager Grassi has redefined what it means to be an... ...strategically positioned to serve clients locally and globally.... ...: Directing Tax Seniors, Semi Seniors, and... ..., federal and state and local tax, as well... ...environment ~ Maintains a high level of professionalism...Summer workWork at officeLocal areaRemote workFlexible hours$120k
...$120,000 Job Overview - Tax Manager (SALT): Compensation: $120... ...Friday (Hybrid) Our client is seeking a Tax Manager (SALT... ...relationships while advising on state and local tax matters.... ...and draft memoranda to support multi-jurisdictional tax strategies...Permanent employmentLocal areaMonday to Friday$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue... ...current clients; effectively managing internal and external... ...Education: High School Diploma, GED, or... ...retirement planning, and tax optimization. This role... ...relationships with high-net-worth clients, providing...High net worthHourly payWork experience placementDay shift$32.5 - $36 per hour
...Intuit is seeking highly motivated individuals... ...team as dedicated Tax Experts – Retail On... ...across the United States on a seasonal basis... ...growing TurboTax’s client base within the local... ...into a loyal, multi-year relationship.... ...independently while managing multiple priorities...SeniorSeasonal workLocal areaFlexible hoursAfternoon shift- ...well-established CPA firm in Arnold, Missouri, is seeking a Senior Tax Manager or Tax Director to join their onsite team. This role involves... ...planning and consulting, and mentoring staff while fostering strong client relationships. Ideal candidates will have a CPA with over 8...Senior
$75k - $95k
...About the Role The Senior Underwriter is a key member of the underwriting team reporting to the Regional Underwriting Manager. The primary goal of this position is to profitably... ...underwriting, preferably in the high net worth space and you are comfortable owning...SeniorHigh net worthFull time- Onsite Senior Tax Manager / Tax Director Opportunity Job Type: Full-time... ...and sign complex federal and state returns. Provide strategic... ...develop staff while managing client relationships. Research complex... ...growth potent If you're a highly motivated and looking for a...SeniorFull time
$70k - $90k
...risk, workforce, wealth management and retirement... ...approach. P&C Private Client Group (PCG/affluent lines... ...products in the United States, parts of Europe, and... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and who...High net worthWork at officeRemote work- ...of America is looking for a Financial Advisor in their Merrill Advisor Development Program to work with high-net-worth individuals. The role involves developing client relationships, reviewing financial goals, and providing tailored investment recommendations. Qualified...High net worth
- ...sophisticated estate planning for high-net-worth individuals in New York and... ...solid understanding of federal and state tax laws. The role involves advising clients on strategies to minimize estate... ...returns, and collaborating with senior partners on complex planning matters...High net worth
- ...Financial Partners in White Plains is seeking an experienced Operations Manager to strengthen operational infrastructure and enhance workflow scalability. This position involves managing a four-person client service and operations team, overseeing day-to-day operations, and...Senior
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