Manager, Tax Shared Services - HNW Individuals / Trusts
KPMG Careers
Responsibilities Account for delivering high quality tax services related to KPMG’s private client tax practice, which focuses on ultra‑high net worth individual, trust, and estate clients Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra‑high net‑worth individuals and Family Offices Serve as the trusted compliance manager to KPMG’s Private Enterprise partners’ and managers’ ultra‑high net worth families on matters relating to current and forward‑looking considerations associated with tax‑related developments, legislative and regulatory changes affecting such individuals and family offices Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with various client‑facing engagement teams to manage expectations and help ensure client satisfaction Contribute to the growth, process improvements, and institutional knowledge of the Family Office tax practice Mentor, coach and manage a team of talented tax professionals Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment Qualifications Minimum five years of recent ultra‑high net‑worth tax experience in an accounting firm and/or law firm Bachelor’s degree from an accredited college or university is required Licensed CPA, EA or JD/LLM, in addition to others on KPMG’s approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment Excellent written and verbal communication skills with the ability to evaluate and articulate complex information KPMG offers a comprehensive compensation and benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well‑being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. #J-18808-Ljbffr KPMG Careers
$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique practice... ...extensive experience serving high net-worth individuals, their families, family offices, C-... ...of estate, income, gift, and trust tax consulting and compliance; charitable...TaxHigh net worthPrivate practiceWork at office$25 - $32 per hour
...national professional services firm where our purpose... ...advisory, digital, audit, tax, consulting, and... ...Service Coordinators for our shared services center. This... ...Charles Schwab, Separately Managed Account, Private... ...Employer/Protected Veterans/Individuals with Disabilities....TaxHourly payFlexible hours- KPMG Careers in Orlando, Florida, seeks a seasoned tax professional specializing in ultra-high net-worth clients to lead engagement teams. You'll manage client relationships and ensure high-quality tax services. The ideal candidate has a bachelor's degree, 5+ years of relevant...TaxHigh net worthWork at office
$76k - $125.3k
...technically demanding tax planning and... ...teaming focusing on service delivery for our clients... ...reviewing complex individual tax returns to... ...to develop into a trusted advisor role to... ...local tax and asset management to deliver... ...constantly updating and sharing your technical and...TaxHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$142.6k - $261.5k
...opportunity EY's Oracle Services practice is a... ..., delivering, and managing large, complex... ...external team members Individual with strong... ...planet, while building trust in capital markets... ..., consulting, tax, strategy and... ...you to EY’s Talent Shared Services Team (TSS...TaxSummer holidayRemote workFlexible hours$142.6k - $261.5k
...opportunity EY's Oracle Services practice is a... ..., delivering and managing large, complex... ...external team members Individual with strong... ...Revenue Management, Taxes, Fixed Assets,... ...planet, while building trust in capital markets... ...to EY’s Talent Shared Services Team (TSS...TaxSummer holidayRemote workFlexible hours$91k - $321.5k
...regulatory compliance and managing risks for clients,... ...with clients, share alternative... ...refer to specific PwC tax and audit guidance... ...- Managed Services - Senior Manager,... ...establish a secure and trusted workplace for all.... ...dependent upon the individual's skills, experience...TaxFull timeContract workH1b$142.6k - $261.5k
...opportunity EY's Oracle Services practice is a... ..., delivering, and managing large, complex... ...payroll regulations and tax laws. Maintain... ...look for We seek individuals who are proactive,... ...planet, while building trust in capital markets... ...to EY’s Talent Shared Services Team (TSS...TaxSummer holidayLocal areaFlexible hours$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned... ...the time. Salary and Benefits Individual salaries offered are determined... .... BDO is an ESOP company, sharing value with our U.S. team. We strive...TaxWork at office$90k - $125k
...Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all... ...to travel up to 25% of the time Individual salaries that are offered to a... ...culture that puts people first, by sharing financially in our growth in value...TaxWork at office$105.56k - $247.9k
...advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through... ...created for a Senior Manager to join our high performing... ..., collaboration, trust, and mutual respect... ...position is included below. Individual salaries within this range...TaxWork experience placementLocal areaRemote work- ...Client Service Executive At Gallagher Benefit Services, you're a trusted partner to organizations navigating... ...priorities, proactively managing complex accounts and mentoring... ...service delivery or shared services environment... ...1(K) and Roth options Tax-advantaged accounts (...TaxLocal areaFlexible hours
$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager to join their Private Client Services team. This role focuses on tax compliance for high-net-worth individuals and families and offers the opportunity to work remotely from within the United States. Responsibilities...TaxHigh net worthRemote jobHourly paySeasonal work- EY is seeking a Seasonal Tax Manager for Private Client Services in Orlando, Florida. This position will involve serving high-growth private companies... ...experience. Responsibilities include reviewing individual tax returns, income tax planning, and managing partnerships...TaxRemote jobSeasonal work
$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (... ...include reviewing complex individual tax returns, income tax... ...role, so you'll be able to share your availability and know... ...and state personal and trust income tax A thorough understanding...TaxHigh net worthHourly paySeasonal workRemote workFlexible hours$127.9k - $291.9k
...focus on US and global tax information reporting and... ...across all financial services sectors. We offer the specialization... ...transaction taxes. Manage operations team by... ...$153,400 to $331,700. Individual salaries within those... ...you to EY’s Talent Shared Services Team (TSS) or...TaxSummer holidayFlexible hours$142.6k - $261.5k
...responsibilities As a Manager in Technology... ...quality client services. Monitor progress,... ...foster a culture of trust, encourage diverse... ...for We seek individuals who are not only technically... ..., consulting, tax, strategy and... ...you to EY’s Talent Shared Services Team (TSS...TaxSummer holidayFlexible hours- ...MyEyeDr. General Manager you will cultivate... ...partnership with your trusted community doctors,... ...opportunity to share knowledge and collaborate... ...exceptional service standards and acts... ...dental coverage, tax-free savings plans... ...search of that unique individual who is inspired by...TaxWork at officeHome officeWeekend workAfternoon shift
- Overview We are seeking a highly motivated individual to join our Private Client Solutions... ...and talents, we will rely on you to help manage market placement of new and renewal business... ..., and producer/client management and service. Responsibilities Evaluate submissions...High net worthFull timeContract workWork at office
- ...Senior Trusts and Estates Paralegal Orlando, Florida | 70,000 to 80,000 LHH Recruitment... ...and ensure timely submissions Tax and Compliance Support • Assist with federal... ...for ongoing tax compliance Client Service and Practice Support • Maintain a consistent...TaxHigh net worthWork at office
$40k - $60k
...Title: Billing Specialist – Shared Services Remote: candidates in... ...accordance with company policy, individuals residing within a 50-mile... ...transactions, including premiums, taxes, fees, installments, and... ...: Collaborate with Account Management and internal teams to...TaxWork at officeRemote work$171.6k - $392.1k
...Architect Senior Manager In the digital... ...AI can streamline service delivery. Wherever... ...900 to $445,700. Individual salaries within those... ..., while building trust in capital markets... ..., consulting, tax, strategy and transactions... ...to EY’s Talent Shared Services Team (TSS...TaxSummer holidayWorldwideFlexible hours$40 - $60 per hour
...Job details Senior Tax Review, Contract,... ...returns, including individual, 1065 partnership, C... ...Corp, S-Corp, Estate, Trust, and High Net Worth (HNW). The successful candidate... ...customer service, demonstrating professionalism... ..., and project management skills. Excellent...TaxHigh net worthHourly payContract workWork at officeLocal areaRemote work$138.8k - $215.9k
...advisory, assurance and tax services to our clients. We are... ...looking for a Senior Manager with a background... ...expect from us: Our shared values that foster inclusion... ..., collaboration, trust, and mutual respect The... ...position is included below. Individual salaries within this...TaxWork experience placementWork at officeLocal areaRemote workRelocation$142.6k - $261.5k
...Moveworks AI Architect Manager In the digital... ...the value of EY services Excellent... ...Look For We seek individuals who are not only technically... ...ability to build trust and value with... ..., consulting, tax, strategy and transactions... ...to EY’s Talent Shared Services Team (TSS...TaxSummer holidayWorldwideFlexible hours- ...in your future. As a Loan Servicing Supervisor, you will be responsible... ..., ensuring compliance with tax reporting requirements, and... ...company goals. Assist management with staff performance evaluations... ...this role successfully, the individual should possess the following...TaxWork at office
$124k - $280k
...of clients. These individuals combine technical... ...outcomes with clients, share alternative... ...refer to specific PwC tax and audit guidance... ...: As a Senior Manager in our Digital Integration... ...with AWS services including Lambda,... ...establish a secure and trusted workplace for all....TaxFull timeH1bShift work$144k - $329.1k
...Architecture – Senior Manager – Power &... ...technology consulting services. You will be the go... ...for EY. You are a trusted advisor with a broad... ...800 to $374,000. Individual salaries within... ...assurance, consulting, tax, strategy and... ...you to EY’s Talent Shared Services Team (TSS...TaxSummer holidayFlexible hours$75k - $90k
Account Receivable Shared Services Operations Manager Account Receivable Shared Services Operations Manager 2 days ago Be among the first 25 applicants... ...Center. Maintain financial integrity and customer trust through strong credit assessment and receivables management...Full timeOverseas$197k - $303k
...Enterprise Seamless cross‑service collaboration with tax, assurance,... ...the market—clients trust CLA Wealth Advisory... ...Quality and resource management Recommend advisor compensation... ...collaboration, and shared success.... .../Protected Veterans/Individuals with Disabilities Wellness...TaxHigh net worthLocal area
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