Senior Private Client Tax Director | Wealth & Estates
Andersen
Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will mentor Associates and Managers, coordinate cross-team engagements, and contribute to local and firm-wide initiatives while maintaining strong client relationships and ensuring service excellence. #J-18808-Ljbffr Andersen
- 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 client
$170k - $220k
...Beach,FL, US Experience: Senior Level Salary: $170,000... ...is part of our Private Client Services group and is focused... ...office services including tax compliance, bill pay,... ...philanthropic advising, and estate planning. Why join us?... ...! #accounting-finance #wealth-planning #estate #trust...SeniorPrivate clientWork at office- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services... ...Fund Principals, Trusts and Estates. Senior Managers Can Expect To Engage... ...learn more about legislative changes, wealth transfer techniques, charitable giving...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- ...leadership, strategic vision, and client expertise are recognized and... ...day.” Kaufman Rossin is a privately owned, independent public... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client,...SeniorPrivate clientWork at office
- Ascendo Resources is assisting a well known CPA firm in West Palm Beach, FL, to hire a Senior Tax Manager focused on high-net-worth and private equity clients. The role is hybrid with three in-office days in West Palm Beach. You will review complex partnership and HNW returns...SeniorPrivate clientWork at office
- ...Boundless Horizons of Tax, Valuation, and... ...extraordinary clients spanning every... ...member of the Private Client Services practice, Tax Directors oversee the... ...Principals, Trusts and Estates.• Conduct... ...Associates, Senior Associates, and... ...legislative changes, wealth transfer...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
$150k - $190k
...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you... ...about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for sourcing...Private clientFull timeRemote work$139.7k - $232.9k
...Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and... ...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families...SeniorFull timeTemporary workWork experience placement- BMO Financial Group in West Palm Beach is seeking a senior Relationship Manager to serve high-net-worth clients with a comprehensive wealth management experience, integrating banking solutions, investments, and planning. The role combines credit and lending proficiency...Senior
- ...in West Palm Beach is seeking a Financial Advisor in Private Banking. The role involves advising clients on financial products, increasing and retaining... ...tasks, and providing excellent client support in a wealth management setting. #J-18808-Ljbffr ReKruiting Advisors...Private client
- ...and entrepreneurial minded Senior Wealth Advisor focused exclusively... ...net-worth (UHNW) prospective clients into long-term clients within... ...Comprehensive knowledge of investments, tax and estate planning and/or banking... ...are singularly focused on private wealth management -...SeniorTemporary workWork at officeRemote work
- ...and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our... ...tax compliance, specialization in individual, fiduciary, estate and gift taxationPreferred/Desired Qualifications:...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ## Senior Associate Tax Services- High Net Worth Individuals/International... ...firm, providing clients with a genuine coast-... ...Associate in our Private Client Services... ...Assist with international estate, gift, and trust... ...planning matters, including wealth transfer and...SeniorPrivate clientLocal areaWorldwide
$29.39 - $48.99 per hour
...Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting... .... Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for...Private clientHourly payFull timeWork experience placementWork at office$139.7k - $232.9k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...SeniorTemporary workWork experience placement- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build a book of business, rely on leadership and relationship-building skills...Private client
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining...Private clientTemporary workWork at officeLocal areaImmediate start
- LeoForce is seeking a Senior Private Client Services professional for our West Palm Beach office to serve UHNW clients with complex tax and estate planning needs. Role emphasizes leadership, mentoring, and high-touch service in a private client setting. The candidate should...Private 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... ...tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...SeniorPrivate client
- ...Tax Director – Tax Operations & Strategic Transactions About the Opportunity Join a large, publicly traded energy and infrastructure... ..., planning, M&A support, and tax strategy. Reporting to senior tax leadership, this position combines deep technical tax expertise...SeniorLocal areaFlexible hours
- ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director/Senior Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an...SeniorLocal area
- Bessemer Trust in Palm Beach is seeking a Senior Client Advisor to develop and maintain client... ...Investment Management, Trust Administration, and Estate Planning. The role leads a team of... ...staff, delivering high-level wealth management services with fiduciary rigor...Senior
$60k - $75k
SCS Financial in West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing... ...client materials, and collaborating with professionals in tax and estate planning. The ideal candidate has a Bachelor's degree in Finance...Private client- 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
- SCS Engineers seeks a Senior Engineer/Project Director to lead solid waste projects in the Tampa area, mentoring... ...support. The role requires strong client interaction and oversight as Engineer of Record for public and private clients. Hybrid in the Tampa office is...SeniorPrivate clientWork at officeRelocation
- ...Goldman Sachs Bank AG is seeking a Wealth Management professional in West Palm Beach, Florida. This role requires strong leadership, investment management experience, and the ability to build client relationships. The successful candidate will act as the Chief Investment...
- ...Goldman Sachs Private Wealth Management (PWM) seeks a highly experienced Investment Professional to support PWAs in serving ultra-high net worth clients. You will help with portfolio construction, asset allocation and client communications. This role requires at least...
- ...contributions.Job SummaryLangan is seeking a Senior Site/Civil Project Manager to join its... ...and supporting design, permitting and client management/development efforts for a variety... ...mixed-use projects for both public and private clients;Work closely with office leadership...SeniorPrivate clientFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours
- ...Private Wealth Client Associate WEST PALM BEACH, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...Private clientSeasonal workWork at officeWork from homeShift workDay shift
- ...Tax Director – Tax Operations & Strategic Transactions based in South Florida will lead the tax function across compliance, planning, and strategy. This role partners with business leaders on acquisitions, restructurings, and other strategic transactions while driving...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Tax Director | Wealth & Estates. Be the first to apply!
- client executive West Palm Beach, FL
- client relationship manager West Palm Beach, FL
- client manager West Palm Beach, FL
- client services coordinator West Palm Beach, FL
- engagement manager West Palm Beach, FL
- engagement director West Palm Beach, FL
- client services supervisor West Palm Beach, FL
- client engagement manager West Palm Beach, FL
- client service manager West Palm Beach, FL
- client experience manager West Palm Beach, FL



