Private Client Tax Director HNW and Trusts Expert
Insite US
Insite US is seeking a Director, Private Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise a team, and collaborate across disciplines to deliver timely, compliant results while maintaining a focus on client service and quality. #J-18808-Ljbffr Insite US
- CBIZ in Boston is seeking a leader for its high net worth tax practice. You will serve as the primary contact for affluent clients, crafting tax strategies and overseeing a team to ensure compliant, timely delivery of tax services. The role requires CPA or equivalent certification...Private clientHigh net worth
- 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...Private clientHigh net worth
$220k - $250k
Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate to join their Private Client department in Boston. Ideal candidates will have 4+... ...to engage in complex wealth transfer and tax planning matters. #J-18808-Ljbffr Marina Sirras & Associates...Private clientHigh net worth- JOHNLEONARD is seeking an experienced Trusts & Estates Administrative Paralegal to support... ...within one of the country's leading private client teams. The role requires a Bachelor’s degree... ...in MS Office, PDF tools, and fiduciary tax matters. #J-18808-Ljbffr JOHNLEONARDPrivate client
- ...Director, Private Client Services Job Description As the Private Client Tax Director, you will oversee and lead tax compliance assignments for partnerships, S‑corporations, trusts, and individual tax clients. You will demonstrate strong technical proficiency with tax forms...Private clientHigh net worthWork at office
- ...financial firm in Boston is seeking a professional with a strong tax background to support tax planning efforts and provide strategic... ..., collaborating with leadership, and ensuring exceptional client satisfaction. Candidates who thrive in supportive, team-oriented...Private client
- We Are Legal Revolution, a long‑established private client practice in New England, seeks a highly skilled attorney to advance sophisticated trusts, estates, and wealth transfer planning. You will draft trusts and wills, advise high‑net‑worth families, and manage complex...Private clientHigh net worthPrivate practice
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Director to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families...Private clientHigh net worthTemporary workPrivate practiceLocal areaFlexible hours
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid... ...work. High-net-worth clients. Clear path to partnership. A... ...0+ years) to join its growing private client practice in Boston. This... ...Role Advise clients on estate, tax, and wealth transfer planning...Private clientHigh net worthPrivate practice$155k
...Are you ready to move in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment Management firm in... ...continue advising on sophisticated High Net Worth individuals, trusts, estates, and family office structures, without billable...Private clientHigh net worthWork at office- ...boutique law firm, is looking for a Trusts & Estates Attorney with over 5 years of experience to join their private wealth practice. This role offers... ...work directly with high-net-worth clients, utilizing sophisticated estate and tax planning strategies. With a long-standing...High net worthPrivate practice
- 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...Private clientHigh net worthFlexible hours
- ...The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering... ...provides customized, concierge-level client service by serving as the primary... ...review and assess estate planning, tax planning, and investment needs. Facilitate...Private clientHigh net worth
- 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...Private clientHigh net worth
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...Private clientHigh net worth$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...Private clientHigh net worthFlexible hours$100k - $125k
...or in the future. About the Opportunity A leading private client services practice is seeking an experienced Trusts & Estates Administrative Paralegal to support... ...financial documentation Familiarity with estate tax preparation , fiduciary tax matters , and trust accounting...Private clientHigh net worthFull timePrivate practiceWork at officeMonday to Friday$106.06k - $159.14k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm... ...™ recognition for superior client service. BNN was founded to create... ..., and communities. We provide expert accounting and advisory... ...in the areas of individuals, trusts, and estates. Responsible for...Private clientHigh net worthCasual workWork at officeFlexible hours- EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice in Westwood, MA. This dynamic role involves providing tax compliance and consulting services to high net-worth individuals and their businesses. The ideal candidate will have over 12 years...Private clientHigh net worthPrivate practice
$170k - $200k
...join us A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business development... ...exciting new roles are becoming available. If you have a strong tax background, take initiative, and enjoy collaborating with a wide...Private clientHigh net worthLocal areaImmediate start- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role involves providing... ...Review and prepare federal and multi-state individual and trust tax returns for high net‑worth individuals and...Private clientHigh net worthPrivate practiceLocal areaFlexible hours
$112k - $150k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...well as other people with complicated tax and financial structures. The Private... ...aspects of estate, income, gift, and trust tax consulting and compliance; charitable...Private clientHigh net worthPrivate practiceWork at office$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join... ...Services (IS), and Private Client Group (PCG), and will... ...Management Partner with PCG Managing Directors on complex client relationships... ...investment expertise. Serve as a trusted investment advisor in client...Private clientHigh net worthFull timeLocal area$120k - $145k
...Tax Manager KLR is one of the largest full-service CPA and business... ...business advisory services to private and publicly-held companies... ...Manager to join our Private Client Services Team on a flexible... ...entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as...Private clientHigh net worthFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- A consulting firm is seeking a Tax Director to join their team remotely. The ideal candidate... ...with high-net-worth individuals, estates, and trusts, offering an opportunity to develop impactful tax strategies and effectively manage client relationships. #J-18808-LjbffrHigh net worthRemote work
- We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate...Private clientHigh net worthWork at office
$127.7k - $269.3k
Job Overview The Private Client Service Senior Tax Manager role requires the oversight of multiple client service teams and the proven ability to plan... ...technical expertise in federal taxation of individuals, trusts, and investment entities. Estate and gift tax experience...Private clientWork at officeLocal areaRemote work$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... ...which may include estates, trusts and charitable entities... ...and/or public accounting, private industry accounting or consulting...Private clientHigh net worthWork at office$110k - $215k
...This position is responsible for expanding client relationships by identifying... ...their financial needs and the full array of Private Bank capabilities, establishing and deepening... ...investments: general understanding of investments, trust and wealth transfer Desired...Private clientHigh net worthShift workDay shift$170k - $350k
...Range $170,000 - $350,000 Essential Functions and Primary Duties Client Management Serve as the primary point of contact for high-net-... ...their financial goals and objectives. Provide personalized tax planning and advisory services tailored to the unique needs of each...Private clientHigh net worth
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