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
$85k - $140k
...Plus! Withum's Tax Services Group is made... ...and Private Client services.... ...Client Services Tax Supervisor role will be based... ...position, you will take a lead role on all aspects... ...fiduciary accountings for estates and trusts Reviewing complex gift, estate, and fiduciary...High net worthWork at officeLocal 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
$90k - $120k
...partner with entrepreneurial accounting and advisory firms across the country to create... ...careers. About the Role As a Tax Supervisor, you'll oversee day-to-day engagement... ...and compliance across a diverse client base. This role requires strong technical...SuggestedWork at officeLocal areaRemote workFlexible hours- ...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
- ...at least 6 years of relevant experience in medical excess or stop loss insurance. The position demands strong analytical skills and the ability to manage client relationships effectively. Competitive compensation and benefits are included. #J-18808-Ljbffr Crum & ForsterSuggested
- ...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
- RWJBarnabas Health in Long Branch is searching for a Principal Gift Officer to build relationships and secure significant donations for the medical center. The role involves engaging with high net worth individuals and collaborating with leadership to achieve fundraising...High net worth
- Charles IT is searching for a Client Development Manager to lead the vCIO function and enhance strategic advisory across clients. This role involves developing high-performing vCIOs who serve as trusted advisors, ensuring proactive technology guidance and measurable business...
$120k - $150k
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely... ...access to industry leading CPE courses * Summer Fridays...High net worthFull timeTemporary workSummer workWork at officeFlexible hours$85k - $120k
...Tax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm! This Jobot Job is hosted... ...also offers strategic consulting to help clients achieve their long-term financial goals... ..., tax preparation, tax planning, tax advisory, tax returns, and tax research. The successful...High net worthPermanent employmentTemporary workWork at officeLocal areaFlexible hours$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... ...approval risks Technical Leadership & Advisory Serve as a subject matter expert (...Work at office3 days per week$90k - $95k
...At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely... ...access to industry leading CPE courses ~ Summer Fridays...High net worthTemporary workSummer workWork at officeFlexible hours$100k - $140k
Job Title: Principal Gift Officer Location: 300 Second Avenue, Long Branch, NJ 07740 (Monmouth Medical Center) Pay Range: $100,000.... ...the medical center's most significant priorities. Helps identify leading philanthropic prospects and engages them with trustees,...High net worthFlexible hoursWeekend workAfternoon shift$135k - $210k
...Tax Manager Withum is a place where talent thrives - where who you are matters. It's... ...Credit, as well as International and Private Client services. As a Healthcare Tax Manager... ...leaders. In this position, you will take a lead role on all aspects of tax engagements,...Work at officeLocal area$120k - $180k
...Not-for-Profit Tax Manager Withum is a place where talent thrives - where who you are... ...Credit, as well as International and Private Client services. As a Not-for-Profit Tax... ...leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise...Work at officeLocal area$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where who you are... ...Credit, as well as International and Private Client services This Senior Manager role will... ...of a public accounting, with experience leading multiple engagements and supervising...Work at officeLocal area- 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...
- A prominent company in the United States offers a fulfilling career in client service leadership that emphasizes flexibility and growth opportunities. This role allows for remote work and provides a supportive environment to balance personal and professional life. Candidates...Remote job
$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- ...well-established public accounting firm is seeking a Tax Associate to join their growing team. This firm works... ..., closely held businesses, and high-net-worth clients, providing a mix of compliance and advisory services. The role offers strong exposure to a variety...High net worth
- 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...
$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where... ..., as well as International and Private Client services. As a Tech & Emerging Growth Tax... .... In this position, you will take a lead role on all aspects of tax engagements, supervise...Work at officeLocal area- JPMorgan Chase & Co. is seeking a Private Client Banker in Bradley Beach, NJ. The role focuses on managing the banking relationships of affluent clients, providing tailored financial solutions, and acquiring new clients through a proactive approach. Successful candidates...
$75k - $125k
Your Opportunity Join The Merritt Real Estate Group as a Luxury Real Estate Agent and elevate your career in the high-end property market... ...exceptional service and exclusive listings to discerning clients. This role offers the opportunity to work with prestigious properties...High net worthFlexible hoursAfternoon shift$120k - $160k
...Hospital/Medical Design experience; Revit experience preferred Our client is seeking a mission-driven Medical Architect to join our... ...architectural rigor with operational integration. Role Expectations: ~Lead the architectural design and detailing of healthcare projects...Local areaRemote workRelocation package- 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...
- ...Front Desk Team Lead Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire... ...Buy Online Pick-up in Store (BOPS) orders, Curbside Pickup, and Gift Wrap, along with return processing and general service needs at...Full timeWork experience placementFlexible hoursAfternoon shift
- 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
- ...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
$220k - $250k
...lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted... ...any basis prohibited by the laws that govern its operations. Lead Underwriter – Environmental Casualty (Products Liability & Pollution...Work at officeRemote workFlexible hours
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