Tax Manager/Director, High Net Worth Individuals
CliftonLarsonAllen LLP
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is looking to hire a Tax Director or Manager to join CLA Florida’s High Net Worth Individuals and Family Office Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in-office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando, with a preference for one of our Southwest FL offices.How you’ll create opportunities in this Tax Manager/Director role: Consult with our HNW clients on strategic tax planning for both themselves, their family, and their privately held investments.Lead, schedule, supervise, and review tax engagements.Develop and train team members to help them build inspired careers.Foster and build opportunities for our clients, communities, and people.Become an industry professional and attend industry-leading events and trainings.Perform a range of tax procedures in accordance with the size and complexity of the engagement.Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp returns that may be owned by these clients.What you will need: You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.You have a Bachelor’s Degree in Accounting, Finance, or a related field.You have an active JD, CPA, or EA certification.You are looking for a firm that will support and foster your aspiring career goals.You jump at the chance to help others, and you’re ready to join a team of high-performing people.You have a knack for solving issues and confidently bring solutions to the table.You love to work with clients’ to help their businesses succeed strategically.#LI-EL1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits, click here.SummaryLocation: Naples, FL; Tampa, FL; Lakeland, FL; Orlando, FL; Fort Myers, FLType: Full time
- ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...is looking to hire a Tax Director or Manager to join CLA Florida’s... ...’re ready to join a team of high-performing people.You have a... ...Employer/Protected Veterans/Individuals with DisabilitiesClick here...High net worthFull timeWork at office
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong... ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a...High net worthWork at officeLocal area$95.4k - $180.4k
...RSM.RSM’s Private Company team is looking for a dynamic Tax Manager to join our expanding Business Tax practice. At RSM, our... ...Our Private Company professional may also support ultra-high net worth individuals and small family offices. We take a holistic approach to...High net worthFull timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b$140k - $160k
...Tax Manager – Total Compensation: $140,000 - $160,000 – Tampa, FL (Hybrid) This isn’t... ...who enjoys advising business owners and high-net-worth clients on complex tax matters? Are... ...portfolio of business owners, high-net-worth individuals and real estate investor clients,...High net worthWork at office$126.1k - $253k
...understand the goals of ultra-high net worth families with our customized... ..., family education, risk management, privacy/data security and technology... ...:Exposure to strategic tax planning, business advisory... ...team focused on entity, individual, fiduciary and gift / estate...High net worthFull timeWork experience placementInternshipWork at officeLocal area$95.4k - $180.4k
...understand the goals of ultra-high net worth families with our customized... ..., family education, risk management, privacy/data security and technology... ...:Exposure to strategic tax planning, business advisory... ...team focused on entity, individual, fiduciary, and gift / estate...High net worthFull timeWork experience placementInternshipWork at officeLocal area$110k - $150k
...Tax Manager / $$$ / Rapidly growing accounting firm / CPA highly preferred This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy... ...business tax returns, 1120S, S Corp, high net worth, corporations, tax returns, individual, tax review, and tax planning. As a...High net worthWork at officeLocal areaRemote work$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b$138k - $172.5k
...10-16As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary... ...tax planning strategies for your high net worth, closely held business and family business... ..., wills and trusts taxation, and individual income taxes. Interact closely with...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Insite Recruitment US Tax Manager Location: Tampa, FL Job... ...-time Reports To: Tax Director / Partner Experience... ...corporate, partnership, and individual taxation. This role... ...staff, and ensuring high-quality tax services.... ...trusts, estates, and high-net-worth individuals. Provide...High net worthFull timeLocal areaFlexible hours
- ...Tax Director Location: Tampa, FL Job Type: Full-Time About Us At 1Source... ...Firm’s Tax Practice. This position manages and grows a defined portfolio of client... ...to business owners, executives, and high-net-worth individuals, the Tax Director provides forward-looking...High net worthFull timeLocal area
$140k - $160k
...Tax Manager (Hybrid) (2 Days in Office a Week)– Tampa, FL$140,000 – $160,000 Base + BonusAt... ...focusing on what matters most—delivering high-quality work to our clients while creating... ...S-Corporations, Partnerships, and High-Net-Worth IndividualsServe as a primary point of...High net worthWork at officeRemote work2 days per week$167k - $281.3k
Join Cherry Bekaert as a Tax Director and help middle-market businesses and their owners... ...tax knowledge, client relationship management, and team development to deliver... ...market businesses, partnerships, and high-net-worth individuals.Review complex individual, partnership...High net worthFull timeWork experience placementWork at officeLocal area- Forvis Mazars US is seeking a Private Client Tax Managing Director in the Tampa area. The role requires deep knowledge of taxation compliance and consulting for individuals, trusts, estates, and ultra-high net worth clients. You will lead client teams, develop business...High net worth
- ...Description Job Description Purvis Gray is seeking a Tax Manager to join our growing team. In this role, you will lead tax... ...engagements for privately held companies, entrepreneurs, and high-net-worth individuals. You’ll provide both compliance and consulting services...High net worthLocal area
$120k - $165k
...Job Description Job Description Tax Manager – Public Accounting Firm Location: Tampa... ...Manage complex tax engagements for individuals, partnerships, S-corps, and closely held... ...Prior experience working with high-net-worth individuals, trusts, or family offices...High net worthWork at officeFlexible hours3 days per week$120k - $160k
...CPA and business advisory services firm looking for a high caliber Tax Manager. This regionally based CPA firm helps businesses in... ...entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities. Ability to be...High net worthFull timeRemote work$65k - $150k
...Services is a fast-growing CPA and Wealth Management firm seeking a Tax Accountant who’s ready to learn,... ...returns for small businesses and individuals Assist with general business and... ...lives of small business owners and high-net-worth clients Hybrid work schedule (2–...High net worthWork experience placementWork at office$125k - $135k
...Description Role Information: Title: Tax Manager Location: Tampa Bay, FL... ...rental (STR) owners, entrepreneurs, and high-income individuals. We take a proactive, strategy... ...rental owners, entrepreneurs, and high-net-worth individuals. Prepare and review quarterly...High net worthFull timeTemporary workRemote workFlexible hours- ...excellent opportunity for a tax professional who wants to take... ...a more direct impact on high-net-worth clients. This role is with... .... You’ll be responsible for managing the tax process from preparation... ...federal, state, and local individual income tax returns,...High net worthLocal area
$110.26k
...a better working world. Tax - Tax Advisor - Financial Services... ...- Private Tax) (EDGE) (Manager) (Multiple Positions) (17542... ...to the unique needs of the high-net worth tax industry. Assist with the... ...Partnerships) and high-profile individuals/families. Must have 4...High net worthFull timeWork experience placementSummer holidayWork at officeLocal areaImmediate startMonday to Friday$10k
Calling all Tax Professionals: Do you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating... ...-to-Day:Work directly with High Net Worth (HNW) clients on end-to-end... ...federal, state, and local individual income tax returns and...High net worthWork at officeLocal areaWork from home- ...a clear path to shareholder in a firm that rewards individual contribution. The group advises high-net-worth individuals, families, business owners and fiduciaries... ...a candidate with experience in estate planning and tax-efficient wealth transfer strategies, spanning estate...High net worthFull timePrivate practice
$99k - $252.45k
...SummaryThe OpportunityAs a Manager in Audit Center of... ...- Income Tax - External Audit,... ...stakeholders to deliver high-quality,... ...engagement teams, Managing Directors, Partners, and... ...dependent upon the individual's skills,... ...Oklahoma City; TX-Fort Worth; PA-Philadelphia;...Full timeH1b$10k
...Investments Private Client Group (PCG) Tax consultation team as a Senior... ...The Day-to-Day:Consult with High-Net-Worth (HNW) clients on end-to-end... ...federal, state, and local individual income tax returns and... ...preparation workSchedule and manage workload of Client Tax AccountantsReview...High net worthWork at officeLocal areaWork from home- ...years of experience to join its highly regarded Private Client & Wealth... ...high-value matters for affluent individuals, families, business owners, and... ...advanced healthcare directives.Design tax-efficient estate plans tailored to high-net-worth individuals and families.Advise...High net worthPrivate practice
- We are seeking a Tax Senior Associate to join a growing... ..., and delivering high-quality service in a collaborative... ...local tax returns for individuals, partnerships, S... ...to junior team members.Manage multiple engagements... ...organizations, or high-net-worth individuals.Prior experience...High net worthLocal area
$110k - $130k
...Clear succession opportunity • Tax only CPA firm • Hybrid... ...bureaucracy. No layers of management. Just good people doing... ...You'll work across: • Individuals • S Corporations • Partnerships... ...when the time comes, this is a conversation worth having....$120k - $150k
...Tax Manager – Tampa, FL Estimated base salary: $120,000–$150,000 An established CPA firm is seeking a Tax Manager to join its Tampa... ...returns for corporations, partnerships, S corporations and individuals. Provide year-round tax planning, consulting and advisory...Work at officeFlexible hours
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