Senior Tax Manager - High Net Worth
Albin Randall & Bennett
Overview ARB’s Private Client/Family Office practice is expanding, and we are excited to add a Senior Tax Manager to our team. As our next Senior Tax Manager , you are motivated by high-quality client service, mentorship, and making an impact in a collaborative and inclusive environment. If you are a self-starter with strong private client/family office tax experience and enjoy working with dynamic clients across diverse industries, we welcome the opportunity to connect about the Senior Tax Manager opportunity on the Private Client Services Team here at ARB. Responsibilities Review tax returns for high net worth clients including individuals, Trusts, Gift, and related passthrough businesses, with a focus on accuracy and compliance. Act as an advisor to high net worth clients on complex tax planning strategies including wealth transfer considerations. Champion, train, and support team members in their technical and professional development. Structure, oversee, and collaborate with our leadership team on a variety of engagements. Lead client service teams with a people-first mindset, ensuring excellent service, timely execution, and ongoing team growth. Research and communicate solutions to complex tax issues, leveraging creativity and deep tax law knowledge and related implications. Collaborate with other professional advisors including attorneys, financial advisors and insurance advisors. Qualifications A solid track record within public accounting; with a proven mix of strong technical expertise, leadership, and client management skills. (Ideally, 10+ yrs of experience) A confidence working with CCH Axcess, Caseware, and CCH Fixed Assets (or similar tax software). Strong written and verbal communication skills, with the ability to clearly explain complex tax matters to diverse audiences both internally and externally. Proven relationship-building and project management skills, with a client-focused approach. Ability to manage multiple engagements and deadlines while fostering a collaborative work environment. Readiness to actively engage in ARB’s client-centric, team-oriented culture. Benefits (inferred from description) Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance Tuition assistance Why ARB At ARB, we empower you to shape your own career success. Our flexible, supportive workplace prioritizes work-life harmony, fosters a culture of belonging, and offers extensive professional development to help you achieve your goals. As a Senior Tax Manager , you will enjoy competitive compensation, comprehensive benefits, and the opportunity to thrive in a family-friendly environment. Equal Employment Opportunity ARB provides equal employment opportunities and cultivates an environment where everyone can excel. Notice to Third Party Agencies ARB is not accepting unsolicited resumes from staffing agencies or recruiters. Any submissions of an unsolicited resume to ARB or directly to any of our employees is done so with the acknowledgment that the resume becomes the property of ARB. ARB reserves the right to hire the candidate(s) at its sole discretion without any obligation to pay a fee to the submitting party. #J-18808-Ljbffr
$125k - $165k
...Overview Our client is seeking a Senior Tax Advisory Manager who is passionate about delivering exceptional client service, mentoring others... ...Key advisory position with relation to tax strategies to high net worth individuals, families, and corporations. Candidate will...SeniorHigh net worthFull timeLocal area$112.68k - $169.02k
...Noyes (BNN) is a top 100 tax, assurance, and... ...the place for you. Tax Managers are responsible for the... ...Requirements ~Dedicated to high-caliber client service ~Supervise staff and seniors and review their work product... ...services to high net worth individuals and family...High net worthCasual workWork at officeFlexible hours- ...Overview Senior Tax Accountant – Portland, ME CPA Firm Job An innovative family firm.... ...serve include non-profit, investment management, construction and manufacturing. Working... ...multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and...SeniorHigh net worthImmediate start
- ...Taxes Can Be Fun--We Promise. At The Swanson Group , we approach tax work with curiosity and collaboration. Our team of CPAs and... ...we actually enjoy what we do (yes, even in March). Position: Senior Tax Manager We're looking for a dynamic, growth-oriented Senior Tax Manager...SeniorTemporary workWork at officeFlexible hours
- Senior Tax Manager Position Overview The Senior Tax Manager will oversee tax compliance and planning for our clients, ensuring adherence to all regulations while maximizing tax efficiency. This role requires extensive knowledge of tax laws and the ability to provide strategic...SeniorSummer workLocal areaFlexible hours
$170k - $200k
...becoming available. If you have a strong tax background, take initiative, and enjoy... ...efforts for closely held businesses and high-net-worth individuals Develop deep expertise in... ...Collaborate with firm leadership to structure and manage a variety of client engagements Lead...High net worthImmediate startRemote work$170k - $200k
...becoming available. If you have a strong tax background, take initiative, and enjoy... ...efforts for closely held businesses and high-net-worth individuals Develop deep expertise in... ...Collaborate with firm leadership to structure and manage a variety of client engagements Lead...High net worthLocal areaImmediate startRemote work- ...Responsibilities Responsibilities: Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership... ...Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts Manage...Local areaRemote work
- ...qualified individual for the position of Tax Associate. The individual selected for... ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.... .... Communicate effectively with tax managers, advisors, and their clients in a timely...High net worthFull timeWork at officeLocal area
- ...advisory firm in Portland, Maine, to identify a leadership-minded Senior Audit Manager. Manager, Director and Principal level applicants are... ...multiple concurrent audits. Collaborate with Partners to drive high-quality service and support firm-wide initiatives. Requirements...SeniorSummer workImmediate startFlexible hours
- ...full-service public accounting, tax, and advisory services firm... ...across New England. Our team of highly skilled financial... ...expanding, and we are seeking a Senior Tax Accountant to join our dynamic... ...colleagues, and leadership. Support managers, directors, and partners in...SeniorFull timeFlexible hours
$60k - $200k
...empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them... ...challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll...High net worthBase plus commissionFull timeImmediate start$80k - $200k
...informed decisions to improve their risk management outcomes, modernize their benefits... ...traditional commercial lines insurance, high net worth/private client, employee benefits, human... ...not be obligated to pay a referral fee. Seniority level Entry level Employment type Full-...High net worthBase plus commissionFull timeImmediate start- ...based in Portland, Maine. This is a unique opportunity to join a prestigious wealth management firm known for delivering personalized estate, tax, and fiduciary strategies to high-net-worth clients. If you are a JD-qualified professional with deep knowledge in fiduciary...High net worthPermanent employment
$116.4k - $194k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources... ..., including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment Proven track...High net worthTemporary workWork experience placement$137k - $195k
...risk analysis. Prepare qualifications and assumptions for the estimate. Prepare cost comparisons/reconcile with previous estimates. Manage Subcontractor solicitation & selection process. Prepare Exhibit B, and/or scope sheets. Ensure quality control of bids and...SeniorFull timeFor subcontractorWork at office- ...to everything we do. We have an exciting opportunity for a Senior Regulatory Accounting Analyst (SGL17). This role may be hybrid-... ...legislation, anticipating future legislation and advising senior management on needed actions Support the implementation of financial...SeniorWork experience placementLocal areaRemote workWork from home
$65k - $125k
...willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned... ...assetmanagement, financial services, and client relationship management, with arange of 3 to 8 years of experience Series 65, Series...High net worthTemporary workWork at office$25 - $38.46 per hour
...current clients; effectively managing internal and external centers... ...and Key. Education High School Diploma, GED, or equivalent... ..., retirement planning, and tax optimization. This role requires... ...relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift$136k - $221k
...consulting marketplace for the New England area. We are seeking a highly skilled and motivated Massachusetts Licensed Site Professional (LSP) to join our team. As an LSP, you will be responsible for managing and overseeing the investigation, assessment, and remediation of...SeniorLocal areaFlexible hours- ...the timeliness and accuracy of financial information. The Payroll Manager, under the general supervision of the Assistant Controller, is... ...supervision of the Payroll team. Review quarterly State and Federal tax reporting prepared by ADP prior to filing. Act as a liaison...Daily paidTemporary work
$64.7k - $120.4k
...Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...well as speak to colleagues and clients at all levels. ~ High level of proficiency with Microsoft Office products,...SeniorMinimum wageWork at officeLocal areaNight shift- ...administration services to over 100 hedge fund managers around the country with investors around... ...low turnover in an industry where high turnover is the norm. The Mission Our... ...range of services to institutional and high net worth investors and relevant and timely...High net worthWork at officeRemote work
- ...Senior Estimator We are looking for an experienced Estimator to join our team. This position will be primarily responsible for understanding... ...through on all estimating needs. A command of the Construction Management process, along with less frequent "hard bid" pursuits, is...SeniorFor subcontractor
$125k - $180k
...day accounting workflows. As a Senior Accountant you will be... ...accuracy or judgment. This is a high‑ownership operating role that... ...and procure‑to‑pay workflows. Manage vendor onboarding, vendor records... ...practical fixes. Support audit, tax, compliance, and other finance...SeniorFull timeRelocation packageFlexible hours$64.7k - $120.4k
...Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight... ...well as speak to colleagues and clients at all levels. ~ High level of proficiency with Microsoft Office products,...SeniorMinimum wageWork at officeLocal areaNight shift- ...infrastructure – for water, wastewater, and stormwater management. We foster a work environment low on bureaucracy and high in creativity. We recruit talented... ...dental, vision, and prescription plans) Pre-tax flexible spending plans for medical, dependent care...SeniorTemporary workImmediate startFlexible hours
$100k - $110k
...global manufacturing organization known for delivering innovative, high-quality products to customers worldwide. With operations across... ...growth within a global organization. Job Details The Senior Accountant will play a critical role in the month-end close, financial...SeniorLocal areaWorldwide$88k - $132k
...Job Overview ABOUT THE ROLE The Senior Financial Systems Analyst serves as the end... ..., data breach responses, and other high-stakes legal work where accuracy and trust... ...legal AI software to securely surface and manage the most relevant and impactful information...SeniorRemote workHome office$300k
...serving both rural and urban populations. Successful candidates will be gifted clinician-educators committed to improving the lives of seniors and their families, and excited to work with a team of like-minded colleagues. Candidates whose career experience demonstrates...SeniorLocal areaRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager - High Net Worth. Be the first to apply!
- hedge fund private equity tax manager Portland, ME
- senior manager pmo Portland, ME
- senior manager legal Portland, ME
- senior human factors engineer Portland, ME
- remote senior project manager Portland, ME
- senior project manager contract Portland, ME
- senior manager m&a tax Portland, ME
- senior accountant remote Portland, ME
- senior c# .net software developer Portland, ME
- senior resident engineer Portland, ME




