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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Tax Director | Wealth & Estates in West Palm Beach, FL vacancy
- 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
- ...Position Summary The Tax Senior Manager will oversee... ...entities, including trusts, estates, family partnerships,... ...taxation, strong client relationship management... ...tax planning, and wealth transfer strategies... ...growth initiatives for the private client/HNWI practice...SeniorPrivate clientPrivate practiceWork 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... ....” Kaufman Rossin is a privately owned, independent public... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client,...SeniorPrivate clientWork at office
- ...goals. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners,... ..., and expansion of existing client relationships.Build and maintain... ...with attorneys, lenders, wealth advisors, and other...SuggestedFull timeLocal area
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...SUMMARY The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships... ...-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to...SeniorPrivate clientFull timeWork 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- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private Wealth...SeniorFull timeWork experience placementWork at office
- ...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
- JPMorgan Chase & Co. through Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families in Florida. You will build trusted client relationships and coordinate with...Private client
- ## 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
- BDO USA, LLP is seeking a Tax Experienced Senior in Private Client Services (PCS). The role focuses on high net-worth clients, estate, gift, and trust tax consulting and compliance, with leadership and business development responsibilities within a boutique practice. You...SeniorPrivate client
- ...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... ...compliance, specialization in individual, fiduciary, estate and gift taxation Preferred/Desired Qualifications...Private clientWork experience placementPrivate practiceLocal area
- ...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
- 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
$120k - $160k
...team? We're on the hunt for a Senior Tax Manager to join our team... ...plans, a strong pipeline of clients, and opportunities to advance... ...the effective transition of wealth across generations. Our clients... ...across individuals, trusts, and estates from multiple perspectives to...SeniorLocal areaFlexible hours- 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
$96k - $181k
...Naples FloridaJob SummaryThe Wealth Planner (Planner) is... ...planning experience to Key Private Bank (KPB) high net worth clients and prospects. The... ...including risk management, estate and wealth transfer planning... ...Market Leaders, Regional Directors, Fiduciary and Portfolio...Private clientFull timeWork experience placementWork at officeFlexible hoursNight shift- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...experienced in all aspects of estate, income, gift, and trust tax... ...insurance planning.A Tax Experienced Senior, Private Client Services (PCS...SeniorPrivate clientPrivate practiceWork at office
- .... You will guide maintenance strategy, lifecycle planning, and client engagements across transit, highways, aviation, and utilities.... ...improvements in reliability, cost efficiency, and service performance for public and private clients. #J-18808-Ljbffr WSP in the U.S.SeniorPrivate client
- Bernstein Private Wealth Management is seeking a Senior Administrative Assistant to partner with a Financial Advisor in West Palm Beach. You will manage calendars... ...confidential duties while delivering exceptional client service. The role requires 3+ years of admin support,...SeniorWork at office
- AllianceBernstein L.P. in West Palm Beach seeks a Senior Administrative Assistant to partner with Financial Advisors in Bernstein Private Wealth Management. You will manage calendars, meetings, travel, and client communication while handling confidential duties and supporting...SeniorWork at office
- .... With over 9 million clients and 20,000 financial advisors... ..., we’re proud to be privately-owned, placing the... ...financial planning, tax and estate planning services via... ...reporting and support. Senior Estate Strategists leverage... ...within and across Wealth Management Advice & Solutions...SeniorTemporary workWork at officeHome officeFlexible hours
- Senior Administrative AssistantBernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and... ...Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and...SeniorPrivate clientWork at officeWorldwideFlexible hours
$170k - $225k
...services to individuals, small businesses, private and public middle-market and... ...operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn... .... (NYSE: MCB). Position Summary The Senior Commercial Real Estate Lender will be responsible for...SeniorPrivate clientLocal area- ...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
$96k - $125k
Job Summary: Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...in all aspects of estate, income, gift, and trust tax... ...planning. A Tax Experienced Senior, Private Client Services (PCS...SeniorPrivate clientPrivate practiceWork at office
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!
Related searches
- client experience manager West Palm Beach, FL
- engagement director West Palm Beach, FL
- client service manager West Palm Beach, FL
- client services coordinator West Palm Beach, FL
- client engagement manager West Palm Beach, FL
- client executive West Palm Beach, FL
- client relationship manager West Palm Beach, FL
- engagement manager West Palm Beach, FL
- client manager West Palm Beach, FL
- client services supervisor West Palm Beach, FL



