Private Client Tax Manager - Wealth and Estate Planning
BDO USA Experienced Career Site
BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have a Bachelor’s degree in a related field, five years of experience, and professional certifications such as a CPA. BDO offers a culture that values individuality and provides opportunities for growth. #J-18808-Ljbffr BDO USA Experienced Career Site
$103.1k - $188.9k
...Function: Business Tax Services (BTS)... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...'s FSO EDGE Private practice provides... ...technically demanding tax planning and compliance...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$135k - $230k
...Description:Withum’s Tax Services Group is... ...International and Private Client services. This Tax Senior Manager role will be based... ...engagements, from planning to completion, to include... ..., gift and estate and other tax returns... ...strategies that optimize wealth preservation,...Private clientFull timeLocal area$132.1k - $301.6k
...Function: Business Tax Services (BTS)... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...dynamic FSO team!Private Tax is a growing... ...transfer, succession planning, and governance...Private clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...strategy, multi-manager hedge fund is... ...currently seeking a Tax Manager to join... ...trusts, estates, and personal investment... ...compliance and planning work performed... ..., and wealth transfer initiatives... ...and private transactions.... ...experience in Private Client Services, High...Private clientWork at officeLocal area
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and... ...taxation related to personal income, estate and gift tax and wealth retention strategies, as well as... ...tax developmentsIdentifies tax planning and consulting...Private clientWork at office
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...Private client
$95k - $160k
...Description:Withum’s Tax Services Group is... ...International and Private Client services. This... ...engagements, from planning to completion, to... ...fiduciary, gift and estate and other tax returns... ...that optimize wealth preservation, charitable... ...trusted advisor, managing client...Private clientFull timeLocal area$127.9k - $291.9k
...Function: Business Tax Services (BTS)... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ....EY's FSO EDGE Private practice provides... ...responsibilities, from technical planning and advising of...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...Identifying and implementing tax planning opportunities Handling and resolving...Private clientFull timeWork at officeLocal areaRemote work$100k - $150k
.... EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax... ...serves a wide range of clients with specific needs including real estate private equity funds, public and private... ...start to finish, including planning, executing, directing, and...Full timeWork at officeLocal area- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...Private clientHourly payContract work
$133.1k - $295.67k
...one of the worlds top tax firms. Enjoy a... ...helping high-profile clients understand, analyze,... ...multinational global private equity real estate investments, including... ...process and other risk management activities; lead teams... ...acquisitions and/or federal tax planning at a law firm or...Local area$100.35k - $205k
...creative federal tax professional who likes... ...serving real estate owners and operators... ...industry to serve clients? If you answered yes... ...practice as a Tax Manager. What You’ll Do... ...Trusts, Real Estate Private Equity Funds, and... ...and range from tax planning to tax compliance,...Work at officeLocal areaWorldwide2 days per week3 days per week$95.4k - $180.4k
...change, empowering our clients and people to realize... ...nowhere like RSM.Our Real Estate practice serves a... ...Investment Trusts, Real Estate Private Equity Funds, real... .... We are seeking a Tax Manager for our Real Estate... ...tax services, including planning, research, compliance,...Full timeWork experience placementInternshipLocal area$147.4k - $336.8k
...by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...dynamic FSO team!Handling tax in such a large, sophisticated... ...on a variety of tax planning projects, responsibilities...Summer holidayFlexible hours$80k - $150k
What You'll DoAs a Real Estate Tax Manager, you’ll lead the delivery of tax compliance and advisory services to real... ..., review complex allocations, and drive tax planning initiatives while partnering closely with clients and internal teams.You’ll take ownership of managing...Full timeContract workWork at officeLocal area$148.75k - $201.25k
DescriptionA Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This...- Our client, a leading professional services firm... ...to identify a Private Client Services (PCS) Tax Partner to provide tax... ..., families, trusts, estates, and closely held businesses... ...client relationship management, technical... ...tax compliance and planning services Provide technical...Private clientLocal area
$113.4k - $169.4k
...Job Description Job Description Description The Tax Manager - High Net Worth/Estates & Trusts role is a pivotal leadership position... ...completion of tax returns, and providing strategic tax planning advice to clients. With a focus on client service excellence, this...Local areaImmediate startRemote workFlexible hours$225k - $250k
...08, Hightower is a wealth management firm that provides... ...financial and retirement planning services to... ...businesses and help their clients achieve their... ...delivering specialized estate and financial planning, tax, trust, business,... ...coming from law firms, private client practices,...Private clientPermanent employmentPrivate practiceWork at officeLocal areaWork from homeMonday to Thursday$116.25k - $159.64k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...Baker Tilly as a Tax Manager with our New York... ...expand your career in Private Wealth tax and accounting,... ...and trust and estate workOversee and provide... ...accurateLead and plan client engagements,...Private clientFull timeWork at officeLocal areaWorldwide$109k - $224k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ...Consulting’s Real Estate Solutions has a... ...financial, tax and real estate solutions... ..., master planning and development services...Private clientFull time- ...Family OfficeSelling Points Shape tax strategy and compliance for a... ...and implement effective tax planning initiatives.Oversee tax... ...expert guidance during audits and manage correspondence with tax... ...tax management, preferably in private client services.Proficiency in partnership...Private clientLocal area
$160k - $220k
...Description Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax... ...business management services from tax planning and audits to the most detailed... ...portfolio of sophisticated real estate clients. This role involves significant client...Full timeWork at officeLocal area- ...Job Description Job Description Tax Manager – Real Estate Woodbury, NY (local preferred | open to remote)... ...) to lead engagements and support a growing client base. Details: Manage tax engagements from planning through delivery Review returns, extensions...Local areaRemote work
$95.5k - $195.4k
...across our audit, tax, and consulting groups... ...investment and estate planning vehicles. Our... ...are seeking a Tax Manager with deep expertise... ...role in advising clients, managing sophisticated... ..., and transfer wealth efficiently while... ...services to public and private entities while...Work at officeLocal areaRemote workWorldwide$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New... ...independent wealth management and advisory... ...management, financial planning, tax advisory, estate planning, and family... ...closely held businesses, private foundations, and multi...Permanent employmentWork at officeLocal areaFlexible hours$125k - $200k
Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.ResponsibilitiesCollaborate... ...deliver tailored tax planning, consulting, and... ...fund K-1s, trusts, estates, gifts, and charitable... ..., family offices, or private client servicesWorking...Private clientRemote work$99k - $266k
...Financial Services Tax - Real Estate Manager The Opportunity As a Financial Services Tax - Real... ...role within our Tax practice, advising clients on their local and international tax... ...client accounts, focusing on strategic planning and mentoring junior staff. You are...Local area$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ..., private foundations, estates, and gift taxesAssess clients’... ...personalized tax planning and advisory services tailored...Private clientWork at officeLocal areaRemote work
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