Senior Tax Manager - Private Client Services / HNW
$160k - $199kJobot
UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $160,000 - $199,000 per year A bit about us: We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5 weeks) Highly Competitive Base Salary Great Benefits Annual raises! 401k Matching! Job Details This position is part of our Private Client Services group and is focused on UHNW clients! 7+ years of experience working with high net work individuals and closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting/Taxation preferred Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
$160k - $199k
...Employment, located in West Palm Beach, seeks a Senior Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management... ...staff and providing exceptional client service. The role offers a competitive salary in the range...SeniorPrivate clientHigh net worth- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...supervising and ongoing development of associates and seniors. Develop a working knowledge of the client's business...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...Tax Senior Manager Seeking a career-defining opportunity where... ...strategic vision, and client expertise are... ...Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what... ...a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
$140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager, Private Client Group Department... ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientHigh net worthFull timeLocal area- A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
- EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development. The ideal candidate has at...Private clientPrivate practice
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client engagements, reviewing... ...team. Train, supervise, and develop associates and seniors. Analyze clients’ businesses and complete tasks...Private clientPrivate practiceWork at officeLocal area3 days per week
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private clientHigh net worth
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...about their risk management needs and financial loss tolerance...SeniorPrivate clientHigh net worthLocal areaNight shift
$170k
...Job Title : Tax Manager/ Sr. Tax Manager Location: Fort Lauderdale or West Palm Beach Experience... ...role for someone comfortable owning client relationships, handling complex tax... ...returns (Partnerships, S Corps, C Corps, HNW Individuals), identifying planning opportunities...SeniorHigh net worthWork at office- ...schedule position focused on providing exceptional client service. Ideal candidates will have at least 4 years in a public accounting tax role and a BS/BA in accounting or a related... ...work/life balance. You'll work with HNW clients and face complex challenges in a supportive...High net worthSummer workFlexible hours
- Senior Associates in Private Client Services Senior Associates manage and support their team on multiple engagements for a wide range of sophisticated clients, including... .... Responsibilities Review and prepare complex tax returns Engage in the tax planning and consulting...SeniorPrivate clientFull timeLocal areaWork visa
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorPrivate client
- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...information via phone or email directly to clients Research Federal, state, and cross-... ...~ Recent or current experience servicing High Net Worth and/or Family Office clients...SeniorHigh net worthWork at office
- ## Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations... ...assurance firm, providing clients with a genuine coast-to-... ...a Senior Associate in our Private Client Services... ...collaborate closely with managers and partners to provide international...SeniorPrivate clientHigh net worthLocal areaWorldwide
- Andersen is seeking Senior Associates in Private Client Services to manage multiple engagements for affluent clients including families, trusts, and estates. Responsibilities include reviewing tax returns and training junior staff. Ideal candidates will have 2+ years of...SeniorPrivate clientWork at office
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...SeniorPrivate clientHigh net worth
$110k - $140k
...Tax Supervisor $110000 - $140000 per year | West Palm Beach, FL | On-Site | Permanent... ...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...of PTO in the first year Job Details Our HNW clients require more than just compliance...High net worthPermanent employmentSummer workLocal areaFlexible hours$110k - $140k
Australia-Employment is seeking a Tax Supervisor in West Palm Beach, FL, to ensure compliance for high net worth clients. This role requires researching complex tax issues and collaborating with various professionals. Ideal candidates should possess a BS/BA in accounting...SeniorHigh net worthFlexible hours$110k - $140k
...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...weeks of PTO first year! Job Details Our HNW clients require more than just compliance... ...field 4+ years in public accounting tax role Experience with strong tax compliance...High net worthSummer workLocal areaFlexible hours- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL... ...with high-net-worth clients on tax and succession planning. Collaborate... ...technical, professional, and client service skills. Excellent written and...SeniorPrivate clientHigh net worthWork at officeRemote work
- ...your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...You will have the flexibility to manage your days in support of our commitment... ...Mentor, coach, and develop senior-level professionals, fostering the...Private clientHigh net worthPrivate practiceLocal area
$65k - $110k
...significant risk, workforce, wealth management and retirement challenges through custom... .... The Account Executive will service an existing private client book of business and interacts with... ...Typically more than 5 years of industry and HNW Personal Lines experience....Private clientHigh net worthFull timeWork at officeImmediate start2 days per week- ...entrepreneurial minded Senior Wealth Advisor... ...UHNW) prospective clients into long-term... ...diligence, meeting management, and adhering to all... ...knowledge of investments, tax and estate planning and/or banking services. Proven track... ...focused on private wealth management...SeniorHigh net worthTemporary workWork at officeRemote work
$105.56k - $247.9k
...innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared... ...opportunity has been created for a Senior Manager to join our high performing team with... ...practice supports M&A activities of our Private Equity clients and strategic...SeniorPrivate clientWork experience placementLocal areaRemote work$60k - $75k
...West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include... ..., and collaborating with professionals in tax and estate planning. The ideal candidate has...Private clientHigh net worth$105k - $125k
...Senior Tax Associate - Top Regional CPA firm Apply online now. Position Description A highly... ...Corps, and partnerships. Enter business and HNW tax information into tax software... ...review work on multiple entities and VIP clients. Proficient with various tax software programs...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours$52.6k - $98k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top... ...America, we combine the personalized service model of a local consultant with the global... ...and propose a variety of solutions to manage the client's risk. You will need to...Private clientHigh net worthMinimum wageLocal areaNight shift
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