Estate & Gift Tax Supervisor — Lead HNW Client Advisory
$85k - $140kWithum
Withum in Red Bank, NJ is looking for a Private Client Services Tax Supervisor. In this role, you will oversee audit engagements from planning to completion while mentoring staff and building client relationships. Responsibilities include reviewing complex tax returns, providing tax planning services to high net worth clients, and managing multiple projects effectively. A Bachelor's Degree in Accounting and CPA certification (or in progress) is required, along with at least 4 years of experience. The role offers a competitive salary between $85,000 and $140,000, alongside a benefits package and bonus program. #J-18808-Ljbffr Withum
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Estate & Gift Tax Supervisor — Lead HNW Client Advisory in Red Bank, NJ vacancy
$85k - $140k
Private Client Services Tax Supervisor - Red Bank, NJ In this role you will work alongside seasoned... ...and industry leaders, taking a lead role on all aspects of audit... ...fiduciary accountings for estates and trusts Reviewing complex gift, estate, and fiduciary income tax...High net worthLocal area- ...is seeking an organized executive assistant to support top insurance producers. The role blends executive-level support, high-touch client service, and insurance case coordination. Candidates must be professional and detail-oriented, with comfort in interacting with...High net worth
$130k - $230k
A leading accounting firm is seeking a Business Tax Manager in New Jersey. The role includes leading tax engagements, reviewing returns, and building client relationships. Candidates should have a Bachelor’s in Accounting and CPA license with 5+ years of experience in...Suggested- ...reputation is built on trust, precision, and an unwavering commitment to client excellence. We are seeking a highly organized, polished, and... ...a top producer Meaningful interaction with sophisticated HNW clients Exposure to advanced insurance planning and complex case...High net worthFull timeWork at officeEarly shift
$68k - $120k
...Stanley is seeking Wealth Management Associates based in Shrewsbury, New Jersey. The role involves providing exceptional service to clients and supporting Financial Advisors through various tasks, including digital marketing and client relations. Candidates should...Suggested- ...Description Position Description: Client Service Manager About the... ...as well as coordination of tax management, risk management, debt management and estate planning. See our site at for more... ...with an investment management or advisory firm Work experience that...High net worthWork experience placement
$105k - $190k
Position Summary We are seeking a Business Tax Manager to lead engagements, supervise staff, and build client relationships in California, New Jersey, or New York City offices. Responsibilities Reviewing individual, trust, partnership and corporate tax returns prepared...Local area$110k - $190k
...our firm. Withum’s audit and advisory team possess the expertise necessary... ...procedures to a variety of client sizes and industries. This... .... How You’ll Spend Your Time Leading or supervising the engagement... ...staff, seniors and supervisors and promote open communication...Work at officeLocal area$80k - $135k
A financial advisory firm in Red Bank, NJ is seeking a Financial Advisor to guide clients in wealth management and investment strategies. This role involves building deep relationships with clients and implementing personalized financial plans. Ideal candidates are passionate...High net worth- A financial institution in Marlboro Township seeks a Branch Banking Assistant Leader to drive revenue growth and enhance client experience. The role involves coaching and mentoring team members and ensuring compliance with bank policies. Candidates must have at least 2...Full time
- A leading veterinary organization in Red Bank is seeking a Client Experience Manager to enhance the client journey. In this role, you will oversee Client Services, set communication and hospitality standards, and ensure a welcoming experience for pet owners. The ideal candidate...
$100k - $160k
...Withum Plus You - that’s the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team of tax... ..., R&D Tax Credit, as well as International and Private Client services. Responsibilities Leading engagements and advising clients on all aspects related...Local area$95k
...and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award‑winning industry expertise...- A prestigious educational institution seeks a Leadership Gifts Officer to oversee donor engagement and develop fundraising strategies. The position involves managing a portfolio of key donors, soliciting leadership gifts, and executing reunion giving initiatives. Ideal...
- A financial services firm in Middletown is seeking a Private Client Associate to assist in managing client relationships and supporting financial advisors. This role involves demonstrating excellent customer service and communication skills while maintaining a high ethical...Work at office
$100k - $145k
...reinsurance. We stand apart for our outstanding client service, intelligent risk taking and... ...is a senior professional responsible for leading the strategy, execution, and continuous... ...mitigate approval risks Technical Leadership & Advisory Serve as a subject matter expert (SME) on...Full timeWork at office3 days per week$90k - $120k
...Description Salary: $90,000 - $120,000 Cg Tax, Audit & Advisory is looking for a talented and experienced Tax Supervisor to join our Tax Services Group. Cg is a quality... ...and annual tax reports. Ensure that clients comply with federal, state and local tax regulations...Full timeTemporary workSummer workWork at officeLocal areaRemote workWeekend work- A leading audit firm is seeking accounting majors for their Audit team, aimed at the November 2026 class. This position offers a unique... ...preparing audit workpapers, and communicating effectively with clients. Candidates should have a Bachelor’s or Master’s degree in...
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities, and... ...Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management... ...benefits eligible. We provide industry‑leading benefits, access to paid time off, resources...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Private Client Associate - Middletown, DE Janney Montgomery Scott LLC, 651 N. Broad Street, Middletown, Delaware, United States of America Job Description Posted Friday, March 6, 2026 at 5:00 AM Janney is an award‑winning full‑service financial services firm committed...Work at officeImmediate startWork from homeHome office
$80k - $90k
A leading financial institution in Red Bank, NJ, seeks a Financial Advisor through its Advisor Development Program. The role involves working with high-net worth clients to identify their needs and deliver tailored financial solutions. Candidates should possess Series 7...High net worth$28.85 - $33.65 per hour
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a... .../Spanish Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted... ...Head of Excess Claims, the candidate should possess the ability to lead and develop a sophisticated team of claims professionals...For contractorsImmediate start
AXIS Capital
Red Bank, NJ3 days ago $150k - $200k
...throughout the U.S. and in Vancouver, Canada, Hudson is a market-leading specialty insurer that offers a wide range of property and... ...to various locations to provide exceptional customer service to clients. Partner with key areas of the business, such as underwriting...WorldwideOdyssey Group
Red Bank, NJ3 days ago- A financial services company seeking a Branch Manager to lead all aspects of branch performance in Red Bank, New Jersey. This role involves driving revenue and customer loyalty through a consultative selling approach while managing team development and compliance with...
- ...is to create opportunities for our employees and value for our clients. When it comes to parking, we’re the experts! The LAZ Hospitality... ...employees and partners. The Spirit of the Position The Shift Lead, Hospitality oversees operations in the absence of location management...Local areaShift work
- A leading auditing firm is seeking a Financial Services Audit Supervisor based in Red Bank, NJ. This role involves leading audit engagements, overseeing operations, and ensuring excellent client service. The ideal candidate should have a Bachelor’s degree in accounting...
- A leading eCommerce fulfillment provider is looking for a Client Success Manager to ensure exceptional service for clients. The ideal candidate will manage client relationships proactively, lead a team, and drive continuous improvement. Responsibilities include facilitating...
$100k - $160k
Withum is seeking an experienced tax professional in Red Bank, NJ, to lead engagements related to Income Tax Accounting under ASC 740. The ideal candidate... ...experience. Key responsibilities include advising clients, managing tax provisions, and ensuring compliance. The...- Overview 5.221_PB HMH_Team Lead, Accounts Receivable Services Join to apply for the 5.221_PB HMH_Team Lead, Accounts Receivable Services... ...for their ongoing success Provide initial training on the client host system Assist in tracking productivity and quality of Accounts...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate & Gift Tax Supervisor — Lead HNW Client Advisory. Be the first to apply!
Related searches