Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior - Private Client Services

$76k - $174k

Forvis Mazars

Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and bevalued, Mazars is the right place for you! Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families, to join our Private Client Services (PCS) Tax team as a Tax Senior. The PCS Tax team provides highly personalized tax and financial planning services to our clients to aid in building, protecting and preserving their wealth and to meet their financial goals.This is a national practice. The preferred location for this position is the New York area offices. However, the position can take place in any Mazars office with a U.S. location. We also offer flexible work hours and locations: in office and hybrid. What You Will Do: Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120S) that are often see as part of a family groupCollaborate on engagement assignments with tax staff in order to achieve goals, maintain productivity, and maximize utilization and realizationReview the work product of less experienced tax staff on assigned engagements and routinely follow up on open assignmentsKeep supervisor informed of the progress of engagement and address any material issues that may ariseConduct tax research using RIA Checkpoint, BNA Bloomberg, and other applicable platformsCommunicate on behalf of clients with the IRS, state and local authoritiesDevelop and maintain superior client relationships in the PCS client nicheWhat We Seek:Years of experience required: 3+ years of relevant tax experience at a CPA firm, a professional services firm, a tax consulting practice or a family office practice Education required: Bachelor of Science degree in Accounting or a Business-related field of study is required Certification required/preferred: CPA license, EA certification or pursuit of either designation is preferredExperience working with family-owned businesses, high net worth individuals and their families, and related wealth transfer issuesProficient with use of Microsoft Office Suite toolsPreferred working knowledge of CCH Axcess, CCH Access Workflow (XCM), SurePrep, BNA Income Tax Planner and other tax preparation, workflow and research software programsExcellent interpersonal and communication skills (both oral and written)Excellent analytical and organizational skillsAbility to travel to client locations as needed Our firm does not anticipate hiring experienced or entry level job seekers who will need sponsorship through the H-1B lottery, now or in the future Why Mazars: We offer a generous compensation package with discretionary bonus opportunities, paid time off and a 401K plan with a firm matching contribution The salary range for this role takes into account many factors including, but not limited to, years and type of experience, skill sets, and certifications. The projected salary range for this position is $76,000-174,000. We are committed to diversity, in all of its forms, in our workforce We are committed to work/life balance, offering a flexible “Dress for Your Day” dress code and summer Fridays “kickstart” program We are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we do -- to being a firm that’s responsible to our employees, clients, society and our planet Mazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potential We offer a graduate school support program and tuition reimbursement We offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean Who We Are: Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in nearly 100 countries and territories. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 30,000+ professionals around the world. Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, privately-owned businesses and large enterprises. Mazars Partners and professionals work as a single, integrated team, committed to helping our clients and their people succeed by respecting who they are and how they work. We take great pride in the quality of our work and the services we provide, and we are committed to helping build the economic foundations of a fair and prosperous world. Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace. #LI-KM1 SummaryLocation: New York, NY; Dallas, TX; Boston, MA; Los Angeles, CA; Woodbury, NY; Chicago, IL; Washington, D.C.; Fort Washington, PA; Edison, NJ; Sacramento, CAType: Full time

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior - Private Client Services in Fort Washington, PA vacancy
  • $150k - $210k

     ...What work you'll be responsible for: Review of international tax compliance forms and working with a dedicated international...  ...2 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals... 
    Senior
    Tax
    Private client
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    Philadelphia, PA
    1 day ago
  • Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch...  ...well as other people with complicated tax and financial structures. The Private...  ...life insurance planning.A Tax Experienced Senior, Private Client Services (PCS) is... 
    Senior
    Tax
    Private client
    Private practice
    Work at office

    BDO International

    Philadelphia, PA
    9 hours ago
  • Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch...  ...well as other people with complicated tax and financial structures. The Private...  ...retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS)... 
    Senior
    Tax
    Private client
    Private practice
    Work at office

    BDO International

    Philadelphia, PA
    1 day ago
  •  ...- we give you the tools you need to succeed and the 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 individual with the capacity to efficiently oversee multiple client... 
    Senior
    Tax
    Private client
    Full time
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Philadelphia, PA
    9 hours ago
  • Kreischer Miller, located in Horsham, PA, is seeking a Senior Tax Accountant to join our dynamic Tax Strategies team. This role offers...  ...clientele and requires a commitment to excellence and client service. With a flexible hybrid work model, employees can enjoy a balance... 
    Senior
    Tax
    Flexible hours

    Kreischer Miller

    Horsham, PA
    9 hours ago
  • $285k - $395k

     ...Private Client Services Associate or Counsel AttorneyLocation: Philadelphia, PAHYBRID work environment availableOur client, a prominent AmLaw 1...  ...Pennsylvania Bar Admission or the ability to waive in.LL.M. and strong tax background required.5+ years of substantive law firm... 
    Tax
    Private client
    Private practice
    Work at office

    Tri-S Recruiters

    Philadelphia, PA
    2 days ago
  •  ...work in a dynamic, fun environment as a Senior Accountant? Our client is looking to staff a Senior Accountant with previous client services/audit advisory experience and can manage...  ...forecasting/reporting ·      Assist with tax filing/compliance ·      Perform account... 
    Senior
    Tax
    Full time

    Robert Half

    Fort Washington, PA
    3 days ago
  • $255k - $300k

     ...and candidates. We have an opening for its client's growing Philadelphia office for an associate to join its Private Client Services Practice Group. Ideal candidate should have...  ...years of law firm experience in estate and tax planning for high net worth individuals. An... 
    Tax
    Private client
    Private practice
    Work at office

    Ascension Global Staffing & Executive Search

    Philadelphia, PA
    1 day ago
  •  ...Maloney & Co., LLP is an award-winning, full-service accounting, tax, and business advisory firm that focuses on understanding clients' business strategies and providing...  ...focused service. What You Will Be Doing As a Senior Tax Manager/Director, you will play a key leadership... 
    Senior
    Tax
    Temporary work
    Local area
    Flexible hours

    Wouch Maloney

    Horsham, PA
    1 day ago
  •  ...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax...  ...delivery of high-quality serviceMentor, coach, and develop senior-level professionals, fostering the next generation of... 
    Tax
    Private client
    Full time
    Private practice
    Local area

    EisnerAmper

    Philadelphia, PA
    9 hours ago
  • $135k - $250k

     ...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists...  ...Local tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our any of our California... 
    Senior
    Tax
    Private client
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    Philadelphia, PA
    9 hours ago
  •  ...team at one of the worlds top tax firms. Enjoy a collaborative,...  ...diverse team helping high-profile clients understand, analyze, and...  ...Manager to join our Business Tax Services practice. Responsibilities...  ...a key role in growing KPMG's private client tax practice, which focuses... 
    Tax
    Private client
    Full time
    Private practice
    Work at office
    Local area

    KPMG

    Philadelphia, PA
    22 days ago
  • $110.7k - $226.13k

     ...mergers and acquisitions, divestitures, joint ventures, and bankruptcy planning and emergence? As a Senior, Tax Services, you will support corporate and private equity clients through tax due diligence, structuring, and transaction planning across the deal lifecycle. This... 
    Senior
    Tax
    Private client
    Work at office
    Local area

    Deloitte

    Philadelphia, PA
    2 days ago
  • $128k - $252.5k

     ...Transactions team helps guide clients through their most...  ...support and advisory services, covering areas such as...  ...transactions with corporate and private equity clients, this...  ...capture value. As a Senior Consultant in M&A...  ...compliance, treasury, and tax coordination3+ years of... 
    Senior
    Tax
    Private client
    Local area

    Deloitte

    Philadelphia, PA
    4 hours ago
  •  ...to bottom - we give you the tools you need to succeed 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 offices. We are seeking someone who thrives in a growing environment... 
    Tax
    Private client
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Philadelphia, PA
    3 days ago
  • $141k - $290k

     ...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals...  ...join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to... 
    Senior
    Tax
    Private client
    Immediate start
    Flexible hours

    Weaver

    Philadelphia, PA
    2 days ago
  • $77k - $202k

     ...strategic advice and support to clients in areas such as mergers...  ...and business diligence services to clients in their...  ....g. refer to specific PwC tax and audit guidance), the Firm...  ...services to large company and private equity fund clients. As a Senior Associate you are expected... 
    Senior
    Tax
    Private client
    Full time
    H1b

    PwC

    Philadelphia, PA
    9 hours ago
  •  ...unwavering commitment to our clients have made us a trusted partner for private wealth, endowment &...  ...Relationship Management and Client Service. Proactively and...  ...resolve (with guidance from senior officers where...  ...planning, wealth advisory, tax, or other departments to... 
    Tax
    Private client
    Work at office
    3 days per week

    Glenmede

    Philadelphia, PA
    4 days ago
  • $171.6k - $338.3k

     ...Transactions team helps guide clients through their most...  ...support and advisory services, covering areas such as...  ...corporate strategic buyers and private equity investors And...  ...and apply to this Senior Manager role today! Recruiting...  ..., accounting, and tax risks associated with... 
    Senior
    Tax
    Private client
    Local area
    Visa sponsorship

    Deloitte

    Philadelphia, PA
    4 hours ago
  •  ...Tax Senior Manager Lead and manage all phases of client tax engagements for closely held businesses and owners Perform final review of business and individual...  ...proactive tax planning, strategy, and advisory services Supervise and mentor staff and managers,... 
    Senior
    Tax

    Spartan Placements

    Philadelphia, PA
    4 days ago
  •  ...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional... 
    Senior
    Tax
    Private client
    Full time

    Sorren

    Southampton, PA
    5 days ago
  • $95.4k - $192k

     ...provider of professional services to the middle market...  ...change, empowering our clients and people to realize their...  ...same time operating in private company environments on...  ...contacts including tax and professional service...  ...representatives, associates, senior associates and... 
    Tax
    Private client
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Philadelphia, PA
    9 hours ago
  •  ...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional... 
    Senior
    Tax
    Private client
    Full time

    Sorren

    Norristown, PA
    4 days ago
  • $120k - $160k

    A tax services firm in Horsham, PA is seeking a Tax Manager who thrives in a collaborative environment. The role offers rewarding work with a diverse client base, clear pathways for career growth, and a supportive team culture. Ideal candidates enjoy complex tax tasks,... 
    Senior
    Tax

    Distinct | North America

    Horsham, PA
    1 day ago
  •  ...emphasis on reviews and compilations. The role also prepares and reviews tax returns for business, individuals, trusts, and estates. You will delegate and supervise staff, and liaise with clients to deliver top results and reinforce the firm’s value. The ideal candidate... 
    Senior
    Tax
    Work at office

    Shubert Goodman & Huttner

    Jenkintown, PA
    9 hours ago
  •  ...growing our Federal Income Tax Consulting practice—focused...  ...professionals at the Manager, Senior Consultant and/or...  ...provisions for public and private companies.In Ryan's flexible...  ...provide income tax consulting services to corporate clients. Depending on level, you may... 
    Senior
    Tax
    Full time
    Flexible hours

    Ryan, LLC

    Philadelphia, PA
    4 days ago
  • $120k - $140k

     ...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we...  ...Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by... 
    Tax
    Private client
    Private practice
    Work at office

    BDO

    Philadelphia, PA
    3 days ago
  • Job Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting...  ...tax experience and/or public accounting, private industry accounting or consulting/professional services... 
    Senior
    Tax
    Work at office
    Local area

    BDO International

    Philadelphia, PA
    3 days ago
  • SENIOR ACCOUNTANTBe part of a firm that values you as an individual, is interested in helping...  ..., work/life balance, and exceptional client service.If you are a CPA and have 5+ years of...  ...in a variety of disciplines, including tax and advisory servicesParticipate in the... 
    Senior
    Tax
    Work at office

    Dunlapslk-PC

    Chalfont, PA
    4 days ago
  • $69.8k - $132k

     ...provider of professional services to the middle market...  ...change, empowering our clients and people to realize their...  ...fund structures in the private equity industry? Are...  ...you!RSM is looking for a Senior to join our RSM Fund...  ...policies and evolving tax regulations mean that business... 
    Senior
    Tax
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Philadelphia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior - Private Client Services. Be the first to apply!