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 3 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
- TD Wealth seeks a Private Client Relationship Manager II to serve as the central contact for high-net-worth clients across banking, lending, and wealth management. You will partner with Investment Advisors and Trust Advisors to deliver proactive service, manage day-to-day...SeniorPrivate client
- 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
$185k
...Position Summary The Tax Senior Manager will oversee... ..., including trusts, estates, family partnerships,... ...estate taxation, strong client relationship... ...gift tax planning, and wealth transfer strategies... ...growth initiatives for the private client/HNWI practice...SeniorPrivate clientPrivate practiceWork at officeThe Third Group
West Palm Beach, FL1 day ago$170k - $220k
...Description Experience: Senior Level Salary: $170,000... ...position is part of our Private Client Services group and is... ...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
- ...Kaufman Rossin Tax Senior ManagerSeeking a career-defining opportunity... ..., strategic vision, and client expertise are recognized and... ...every day."Kaufman Rossin is a privately owned, independent public accounting... ...entities Kaufman Rossin Wealth and Kaufman Rossin Alternative...SeniorPrivate clientWork at office
Kaufman Rossin
Palm Beach Gardens, FL2 days ago - 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
- LeoForce, a growing CPA firm in West Palm Beach, is seeking a Senior Private Client Services professional to serve UHNW clients and closely held... ...You will lead engagements, mentor staff, and provide strategic tax planning and compliance advice. We offer a competitive base...SeniorPrivate client
- ...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- Jobot is seeking a Senior Tax Manager to join a fast-growing team serving multi-generational family offices. You will handle highly complex... ...returns and lead a tax team, blending technical expertise with client advisory skills. This role features flexible hybrid schedules,...SeniorFlexible hours
- ...role focuses on sophisticated estate planning and estate/trust... ...relevant Florida state and federal tax laws. Preferred experience... ...assets, and tax-efficient family wealth transfer strategies. Day... ...recognized for its sophisticated private client work on behalf of high-net-...SeniorPrivate clientRemote work2 days per week
$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
Bessemer Trust
West Palm Beach, FL5 days ago - 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
- ...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
- 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
- ...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
- BCG Attorney Search is seeking an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join a West Palm Beach, FL team. The role emphasizes advising high-net-worth international families, cross-border planning, and complex estate...SeniorPrivate 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
- ...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
EisnerAmper
West Palm Beach, FL2 days ago - Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in West Palm Beach, FL. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning...SeniorPrivate clientRemote work
$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- 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
- ...Accounting firm in the area is looking to add a Tax Director/Sr Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax.... ...is an opportunity for a Tax Director/Senior Tax Manager to join a team of highly motivated...SeniorLocal area
gpac
Palm Beach, FL4 days ago - 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
- .... 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
- 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
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 relationship manager West Palm Beach, FL
- engagement manager West Palm Beach, FL
- client executive West Palm Beach, FL
- engagement director West Palm Beach, FL
- client experience manager West Palm Beach, FL
- client services supervisor West Palm Beach, FL
- client services coordinator West Palm Beach, FL
- client service manager West Palm Beach, FL
- client manager West Palm Beach, FL
- client engagement manager West Palm Beach, FL