Senior Tax Manager - Private Client Services / HNW
$170k - $220kLeoforce
Job Description West Palm Beach,FL, US Experience: Senior Level Salary: $170,000 - $220,000 per year Job Details This position is part of our Private Client Services group and is focused on UHNW clients! 7+ years of experience working with high net work individuals and closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting/Taxation preferred A bit about us: We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet their financial goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5 weeks) Highly Competitive Base Salary Great Benefits Annual raises! 401k Matching! #accounting-finance #wealth-planning #estate #trust #1040 #hnw #tax-planning #1041 #tax-consulting #uhnw #706 #709 #tier1 #J-18808-Ljbffr
- ...integrated suite of services customized to fit... ...exceptional client services. Our professionals... ...including tax compliance, bill pay... ..., and expense management, philanthropic advising... ...is part of our Private Client Services group... ...staff and senior staff Active CPA...SeniorPrivate clientHigh net worthWork at officeLocal area
$170k - $220k
...Trusts, Estates, Gift tax This Jobot Job is hosted... ...an integrated suite of services customized to fit the needs... ...to provide exceptional client services. Our... ..., payroll, and expense management, philanthropic advising... ...and managing staff and senior staff Active CPA required...SeniorPrivate clientHigh net worthWork at officeLocal area- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...supervising and ongoing development of associates and seniors.Develop a working knowledge of the client's business,...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...with extraordinary clients spanning every industry... ...in our Private Client Services (PCS... ...Trusts and Estates.Managers can expect to:Engage... ...Intern, Associate and Senior Associates; andReceive...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...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... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientHigh net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...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... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...with extraordinary clients spanning every industry... ...a member of the Private Client Services practice... ...with clients to manage expectations,... ...mentoring Associates, Senior Associates, and...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...industry You will have the flexibility to manage your days in support of our commitment... ...for Review of international tax compliance forms and working with a dedicated... ...treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-...SeniorPrivate clientFixed term contractLocal area
$150k - $190k
...doing what’s right for our clients.At CIBC, we embrace... ...comWhat you'll be doingAs a Private Wealth Business... ...closely with Relationship Managers, Investment and Wealth... ...space.Collaboration & Service Excellence: Establish and... ...acquiring and maintaining HNW relationships. You have...Private clientHigh net worthFull timeRemote work$70k - $95k
...coordinate closing documents for both commercial and residential properties. 6. Collaborate with attorneys and other paralegals to manage case schedules, deadlines, and case documentation. 7. Conduct research on legal matters related to real estate, including zoning...SeniorHigh net worthLocal areaFlexible hours- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...information via phone or email directly to clients Research Federal, state, and cross-... ...~ Recent or current experience servicing High Net Worth and/or Family Office clients...SeniorHigh net worthWork at office
$120k - $150k
Job Title: Tax Manager Location: West Palm Beach, FL AND Fort Lauderdale... ...designed for accomplished, client-focused professionals ready to... ..., and ensuring exceptional service delivery that strengthens client... ...tax professionals (Staff and Senior Associates), fostering their...High net worthWork at officeLocal area- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...will have the flexibility to manage your days in support of our commitment... ...serviceMentor, coach, and develop senior-level professionals, fostering the...Private clientHigh net worthFull timePrivate practiceLocal area
- ...We are seeking a Senior Fund Accountant to join... ...largest real estate private equity fund administrator... ...and providing clients with exceptional services. What it Means to... ...have the flexibility to manage your days in support... ...general accounting and tax planning to outsourced...SeniorPrivate clientHigh net worthLocal area
$110k - $140k
...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...PTO first year! Job Details Our HNW clients require more than just compliance... ...related field 4+ years in public accounting tax role Experience with strong tax...High net worthSummer workLocal areaFlexible hours- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...investments? This is a unique opportunity to manage and maintain relationships with clients... ...client relationships through exceptional service and targeted advice, providing a path for...Private clientHigh net worthTemporary workWork at officeLocal areaImmediate start
- ...entrepreneurial minded Senior Wealth Advisor... ...UHNW) prospective clients into long-term... ...diligence, meeting management, and adhering to all... ...knowledge of investments, tax and estate planning and/or banking services. Proven track... ...focused on private wealth management...SeniorHigh net worthTemporary workWork at officeRemote work
$60k - $75k
...West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include... ..., and collaborating with professionals in tax and estate planning. The ideal candidate has...Private clientHigh net worth- ...partnering with a boutique private bank headquartered... ...City to recruit a Senior Private Banker for... ...wealth. Client‑centric and relationship... ...private banking services and long‑term... ...Position overview: The Managing Director –Senior... ...generation within HNW/UHNW segments....SeniorHigh net worthWork at office
- ...architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on... ...ChenMoore is seeking a Senior Engineer, Protection & Controls... ...go. You will find that both the management and employees of ChenMoore are dedicated...SeniorPrivate clientTemporary workWork at officeLocal areaFlexible hours
$90k - $100k
A privately held, multi-generational investment organization based... ...precision, and the ability to manage multiple priorities across a... ...supporting schedules for tax and advisory teams ~Assisting... ...or operations ~Private client services (HNW/UHNW individuals and trusts)...Private clientHigh net worthWork at office$90k - $120k
...About The Company Our client is an independent... ...providing audit, tax, risk, and forensic advisory services for entrepreneurial... ...corporations, and private equity funds Review... ...Interact with key client management to gather... ...Range $90,000-$120,000 Seniority level Mid-Senior level...SeniorFull time- ...landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part... .... Job Description ChenMoore is seeking a Senior Project Manager, Power Delivery to lead the planning and...SeniorPrivate clientContract workTemporary workWork at officeLocal areaFlexible hours
- ...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
$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...to deliver exceptional service to our clients. Dynamic and... ...let talk about you! As a Private Client Advisor you'll be an ambassador... ...with Relationship Managers (RMs) to deliver a world-class...Private clientHigh net worthWork at officeFlexible hours$90k - $100k
...specialize in helping our clients navigate the... ...deliver exceptional service to our clients.... ...about you! As a Private Client Advisor, you... ...You will build and manage your own pipeline by... ...managers, lawyers, tax advisors, and other... ...worth individuals and senior professional...Private clientHigh net worthLocal areaFlexible hours- ...environmental consulting services for major developers, renewable... ...is seeking a Senior Site/Civil Project Manager to join its collaborative... ...supporting design, permitting and client management/development efforts... ...for both public and private clients;Work closely with...SeniorPrivate clientFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours
- ...EisnerAmper is seeking a Senior Consultant - CDBG-DRin our Government Services Practice. This role is... ...execution, and deliverySupport clients in maintaining... ...successful CDBG-DR grant management experience in a compliance... ...the largest accounting, tax, and business advisory firms...SeniorHigh net worthFull timeWork at officeLocal areaRemote work
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