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
$106.5k - $195.1k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...our dynamic FSO team! Private Tax is a growing practice... ...transfer, succession planning, and governance strategies...Private clientWork experience placementSummer holidayImmediate startFlexible hours$106.5k - $195.1k
...Hoboken, Irvine, Los Angeles Manager – Private Tax (Financial Services... ...and owners of private wealth. You’ll advise on... ...business structures. Support clients in wealth transfer, succession planning, and governance... ...Deep understanding of estate and wealth planning, federal...Private clientRemote workFlexible hours$103.1k - $188.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction... ...dedicated tax technical services... ...opportunity EY's FSO EDGE Private practice provides... ...demanding tax planning and compliance...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours- 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
$120k - $200k
...EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are... ...Responsible for overseeing tax planning and compliance functions for... ...services to clients, including wealth transfer strategies,...Private clientTemporary workPrivate practiceWork at officeLocal area$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,...Work experience placementInternshipLocal area$140k - $180k
...Tax Manager, Real Estate Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises... ...business management services from tax planning and audits to the most detailed... ...services for a broad range of real estate clients. This role manages engagements, reviews...Full timeWork at officeLocal area$110k - $160k
...Tax Manager - Trust & Estate Jericho, NY; New York, NY About Grassi After... ...positioned to serve clients locally and globally. In 2... ...Researching, complying, planning and administering the following... ...other ESOPs, Grassi's is privately funded, with no outside investors...Summer workWork at officeLocal areaRemote workFlexible hours- ...About the job Tax Manager / Sr. Tax Manager - Real Estate NYC, Long Island, Remote Regional CPA firm is seeking a Tax Manager / Sr. Tax... ...or fully remote. Responsibilities Provide clients with tax guidance regarding planning and compliance. Build client relationships. Develop...Remote work
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in New York City. In this role, you will lead tax planning projects and manage teams while providing advisory services to clients in the real estate, hospitality, and construction sectors. You will need a strong...
$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead diverse tax planning projects. This role involves providing reliable tax advice to clients, supervising teams, and working within a collaborative culture. Candidates should have 7-10 years of real...- ...Tax Manager-Real Estate New York, NY / Boca Raton, FL Responsibilities: Consult with clients regarding tax and business matters. Proactively deliver timely, professional... ...exceptional client service Lead and plan client engagements. Develop tax planning...
- ...About the job Tax Manager About us: At Wright Staffing Source, we focus on... ...work predominately with our trust and estate clients, as well as high net worth individuals.... ...demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040...Immediate start
$200k - $250k
...Ascend Backed by private equity from people-... ...training, leading quality management resources,best-of-... ...guidance. Great clients is one aspect, but... ...is searching for a Tax Senior Manager in our Real Estate practice. We seek... ...Provide future tax planning to clients. * Interpret...Remote workFlexible hours$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management... ...opportunity to help our clients meet their tax obligations... ...performance * Oversee successful planning, budgeting, and execution... ...tax compliance for Real Estate Trusts * Knowledge of...H1bLocal areaOverseas$125k - $191k
...Position Profile Weaver is looking for a Tax Manager with Real Estate experience to join our growing firm. A Real Estate... ...Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop advanced knowledge in this niche...Immediate startFlexible hours- ...About the job HNW Tax Supervisor/Manager Top-Tier Global Accounting & Advisory Firm We... ...related entities (individual, trusts, estates, gift, partnerships) and must have... ...in review & compliance, tax planning & advisory, client management, supervision & mentoring...WorldwideFlexible hours
- ...Financial Services Tax Manager A career in our Financial Services... ...the opportunity to help our clients meet their tax obligations while... ...performance. Oversee successful planning, budgeting, and execution of... ...of tax compliance for Real Estate Trusts. Knowledge of...Local areaOverseas
- ...Job Description Tax Manager / Senior Manager (... ...your lane. Our client is a growing CPA... ...work and related planning. • Culture matters... ...trust and estate income tax matters... ...investment income, private equity, and hedge... ...• Coordinate with wealth managers, attorneys...Live inWork at officeRemote workFlexible hours
- ...to democratize tax strategies that... ...streamline complex tax planning tools — making... ...creation and management of irrevocable... ..., income, and estate and gift tax... ...and grow their wealth. Our Values Customer... ...high-stakes client service and... ...administration, or private client services...Private clientWork at officeRemote workDay shift
$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 ThursdayFlexible hours$95.5k - $195.4k
...Tax Manager, Real Estate and Construction A reasonable estimate of the current range is $95,500.00 -... ...and compliance services to a diverse client base within the construction and real... ...projects, identifying and implementing tax planning, preparing tax calculations, managing...Local areaRemote work- ...Tax Senior Manager, Private Client Group Role Type: Hybrid (flexible 2 days in office) Location... ...on delivering comprehensive tax planning, compliance, and advisory services to... ...Provide expert advice on trust and estate planning strategies tailored to individual...Private clientWork at officeFlexible hours
£60k - £75k per year
...Tax Manager Location: Cumbria Salary: £60,000 – £75,000 (DOE) Job Type... ...of corporate and personal tax clients, providing both compliance... ...advisory projects including tax planning, restructuring, inheritance... ...advisory services to businesses and private clients. The firm works...Private clientPermanent employmentFull timeFlexible hours- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...Private client
- ...Serve as the Engagement Manager on specific client accounts, taking... ...responsibility for pre‑engagement planning, execution, final... ...partnership and corporate tax engagements advising on... ...with commercial real estate clients including real estate, private equity and joint ventures...
- ...Anywhere in Country Overview As a Real Estate Tax Manager at EY, you will apply your knowledge to... ...provide up‑to‑the‑minute tax advice to clients in a collaborative culture. Skills and... .... Developing clear, intelligent plans and approaches to improve clients' tax...Flexible hours
$250k - $300k
...Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary... ...research and bespoke wealth advisory. We are seeking a... ...principals through liquidity planning, cash flow management, and... ...years in wealth advisory, private banking, or client-facing portfolio...Private clientShift work$126.5k - $166.3k
...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 work Oversee and... ...accurate Lead and plan client engagements,...Private clientWork at officeLocal areaWorldwide- A leading professional services firm seeks a Manager in Private Tax to provide personalized tax advice and compliance support to... ...private companies. This role involves managing complex tax planning and advising on wealth management issues for family-owned businesses and...
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