Tax Director - Wealth Management
$175kJob Juncture
Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ (On-site) Industry: Financial Services / Family Office Compensation: Base salary up to $175K DOE + bonus (15% target)+ full benefits (100% employer-paid) Please note: Professionals with HNW tax experience in public accounting who are seeking to transition into private industry are strongly encouraged to apply. About the Firm Our client is a private family office providing investment management, estate planning, tax, and accounting services to a multigenerational high-net-worth family. The office manages a complex and diversified portfolio that includes traditional investments, real estate, private partnerships, and charitable entities. The firm supports a small group of individual clients, trusts, and a significant private foundation, and prides itself on discretion, long-term stewardship, and deep financial expertise. Position Overview Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead the firm's accounting and tax operations. This individual will play a strategic role in supporting family members, trusts, partnerships, and the firm's charitable foundation. The Tax Director will also oversee internal financial reporting, manage relationships with external accounting and legal professionals, and supervise internal accounting staff. This is a hands-on, detail-oriented position requiring strong tax and financial acumen along with excellent interpersonal skills. Qualifications Bachelor's degree in Accounting CPA required 10+ years of relevant accounting experience, with a strong focus on high-net-worth tax Experience with high-net-worth clients, trusts, estates, partnerships, and charitable entities Supervisory experience with the ability to lead and mentor accounting/tax staff Strong communication and presentation skills Proficiency with Microsoft Office Suite and relevant accounting/tax platforms Trust and estate experience highly preferred Enthusiastic, hands-on professional committed to financial stewardship 100% employer-paid medical plan SIMPLE IRA retirement plan with match Group Term Life Insurance Generous Paid Time Off Warm, family-oriented corporate culture with long-tenured employees #J-18808-Ljbffr Job Juncture
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SuggestedFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Manager, you will guide clients through the complexities of tax planning, compliance...SuggestedFull timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping...SuggestedFull timeH1b- Job Juncture is assisting a private family office in locating a Tax Director to lead high-net-worth tax operations on-site in Chatham, NJ.... ..., and oversight of finance staff. The candidate will manage internal reporting, interact with external accounting and legal...SuggestedWork at office
$120k - $160k
...Tax Manager OpportunityLocation: Parsippany, New Jersey area Compensation: $120,000 - $160,000, depending on experienceAbout the OpportunityA highly regarded, growing wealth management firm in North Jersey is looking for a Tax Manager to join its tax department. You'll...SuggestedRemote work$99k - $266k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion,...Full timeH1b- PwC in Florham Park, NJ, is seeking an Asset & Wealth Management - Renewable Energy Tax Manager to guide clients on tax planning, compliance, and strategy within our Tax practice. You will lead teams, mentor staff, and manage client accounts to deliver high-quality tax...
$150k
...SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance... ...in financial services- Leading project management initiatives in banking and capital...Full timeH1b$99k - $252.45k
...LevelManagerJob Description & SummaryThe OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead specialized audit... ...- Coordinating with engagement teams, Managing Directors, Partners, and client stakeholders to address questions...Full timeH1b$70k - $106k
...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...of staff. Supervise, train, and mentor staff. Keep Manager or Principal informed of engagement status and issues....Full timeInternshipWork at officeShift workNight shiftDay shift- ...Type On SiteJob Reference 0000020431Salary Type AnnuallyIndustry Wealth ManagementSelling Points Lead impactful tax operations for high-net-worth clients, driving strategic planning and compliance. Manage offshore teams and transition operations in-house for efficiency....
$140k - $160k
A private tax consultancy is seeking a qualified Director to oversee tax compliance and analysis in Berkeley Heights, NJ. Candidates should possess a Bachelor... ...reviewing tax returns, analyzing tax data, and managing filings. This full-time position offers a competitive...Full time$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes...Full timeH1bLocal area- Jobot is seeking an experienced Tax Director specializing in Trust & Estate taxation in Cranford, NJ. The role combines strategic advisory... ...the Trust & Estate practice and collaboration with attorneys, wealth advisors, and fiduciaries. The ideal candidate will have...
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit....Work at officeLocal area- Manager, Tax Are you seeking an opportunity to join a fast-growing and employee-centric firm and possess a desire for career growth? Then we encourage you to apply! We are currently seeking a Tax Manager to join our growing firm. We offer a flexible hybrid work schedule...Work at officeFlexible hours
$124k - $335k
Industry/SectorBanking and Capital MarketsSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Banking & Capital Markets Tax Senior Manager, you will provide strategic advice and guidance to clients on tax planning, compliance...Full timeH1b$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...the place for you!We are seeking a Tax Manager or Director to join our growing Private Client... ...strategies related to income, estate, gift, and wealth transfer taxes.Serve as a primary point...Full timePrivate practiceLocal area3 days per week$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local...Full timeH1bLocal area$99k - $266k
Industry/SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelManagerJob Description & SummaryThe OpportunityAs an International Tax Services Manager, you will play a pivotal role in advising clients on structuring their global tax positions, analyzing...Full timeH1bShift work$124k - $335k
Industry/SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and guidance to clients on structuring their global...Full timeH1bShift work$99k - $266k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelManagerJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Research & Development Tax - Manager, you will provide tax advice and solutions to clients in complex and niche areas...Full timeH1b- ...to hire top Accounting/Finance personal.Job DescriptionThe Senior Internal Auditor works under the direction of the Internal Audit Manager and assists with various internal audit and Sarbanes-Oxley (SOX) activities. Our expanding Internal Audit department provides independent...
$72k - $184.44k
...compliance with regulations including assessing governance and risk management processes and related controls.In financial statement audit at... ...and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence...Full timeH1b$99k - $252.45k
...SectorSpecialismAssuranceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Manager in Center of Excellence - Comfort Letter - External Audit, you... ...use of pricing tools, and supporting Senior Managers and Directors with financial management- Analyzing complex financial...Full timeH1b$122.5k
...underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our... ...C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition...Home office$220k - $255k
...Overview The Director, Trade Accounts serves as the face of the organization, serving as the point-of-contact for assigned wholesalers... ...performance and support product launches and lifecycle management. Responsibilities Responsibilities Strategic Trade Leadership...Full timeContract workLocal areaRemote work- ...Analyst POSITION OBJECTIVE Ensure the accuracy, completeness, and compliance of all cash-related accounting activities by managing daily cash transactions, reconciling financial accounts, supporting month-end and audit processes, and providing reliable financial...Temporary workWork at officeFlexible hours
$75k - $100k
...include but are not limited to:Preparing Federal and State income tax returns for corporations, including consolidated and combined... ...FIN 48 schedules and interest calculations Aiding in the management of various tax audits (property, sales and income tax audits etc...- Jacobs Levy Equity Management, an institutional asset management firm in Florham Park, NJ, seeks an Assistant Financial Controller/Financial Controller to work with the CFO on financial operations, reporting, and strategy for institutional accounts and public equity strategies...
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