Tax Manager, Private Client Services - HNW Focus
BDO USA
A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting or finance, with a required CPA credential. The position offers competitive compensation and opportunities for professional growth. #J-18808-Ljbffr BDO USA
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...life insurance planning. A Tax Manager, Private Client Services is... ...everything we do. Together, we are focused on delivering exceptional...Private clientHigh net worthPrivate practiceWork at office- ...bottom - we give you the tools you need to succeed and the 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 individual with the capacity to efficiently oversee multiple...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...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...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$200k - $300k
...Experience Weaver is a full-service national accounting,... ...looking for talented tax leaders at the Director... ...our growing firm! A Private Client Services Director provides... ...accounting firm with a focus on high-net-worth... ...field Proven ability to manage, mentor, and develop...Private clientHigh net worthImmediate startFlexible hours- 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 Manager, Private Client Services is responsible...Private clientHigh net worthPrivate practiceWork at office
$105.38k - $215.38k
...Are you a tax professional who enjoys... ...? If so, this Tax Manager opportunity within... ...our Individual Tax Services - High Net Worth group... ....Build strong client relationships through... ...environment focused on accountability,... ...worth individuals or private clients.Strong client...Private clientHigh net worthWork at officeLocal area- ...timely assistance to ensure accuracy and client satisfaction and will be responsible... ...to-day operation of Hotaling Insurance Services’ Private Client Division clients. MAJOR RESPONSIBILITIES... ...client questions in a timely manner Manages client accounts receivables to ensure...Private clientHigh net worthPrivate practiceWork at office
$105.38k - $215.38k
...Are you a tax professional who enjoys... ...? If so, this Tax Manager opportunity within... ...Employer - Japanese services group, you will: Serve... ....Build strong client relationships through... ...environment focused on accountability,... ...worth individuals or private clients.Strong client...Private clientHigh net worthWork at officeLocal area$65k - $95k
...Job Description Private Client Insurance Account Manager Job Summary Seeking a dedicated... ...managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal... ...personal lines insurance, with a focus on HNW clients. Technical...Private clientHigh net worthWork at office- ...Tax Partner — Private Client Services / High Net Worth Green Lion Search Group is recruiting a Tax Partner to... ...public accounting firm in Houston. The focus is advising high-net-worth... ...Established partners and experienced managing directors ready to move into a partner...Private clientHigh net worthPrivate practiceWork at officeLocal areaRelocation
$125k - $150k
Tax Manager - HYBRID Opportunity | Excellent Compensation $... ...We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net... ...delivering exceptional client service while fostering... ...capabilities, and a client-focused mindset to deliver high-...High net worthLocal area$125k - $150k
...Tax Manager - HYBRID Opportunity | Excellent Compensation $... ...We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net... ...delivering exceptional client service while fostering... ...capabilities, and a client-focused mindset to deliver high-...High net worthLocal area- ...Description ABGi is hiring on behalf of one of our clients -- a full-service tax, accounting, and business consulting firm... ...knowledge paired with a highly client-focused approach. Summary This individual will lead and manage multiple tax engagements to deliver...High net worthLocal area
- ...Select how often (in days) to receive an alert: Managing Director - Private Wealth Client Services Tulsa, OK, US, 74101 Dallas, TX, US, 75001 Oklahoma... ...and everything in between. Facts: ~ Operations focused in an eight-state footprint ~5,000 team members...Private clientHigh net worthLocal area
- ...all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible... ...work closely with the LatAm & GFG Management team.Handle operational,... ...their wealth or finances to better define, focus and realize their goals....Private clientHigh net worth
- ...Job Description Job Description Tax Supervisor – Private Client / HNW (Hybrid) We’re partnering with a well-respected public accounting firm that’s selectively growing its private client tax practice . This is an excellent opportunity for a Tax Supervisor (3–6...Private clientHigh net worthPrivate practice
- ...Senior Administrative Assistants are client service professionals who exhibit drive,... ...with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This... .... Individuals who are client-focused and have a high attention to...Private clientHigh net worthWork at officeWorldwideFlexible hours
$84k - $110k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...as their communication, time management, leadership, technical, business... ...Bachelor's degree in other focus area and CPA certification,...Private clientHigh net worthPrivate practiceWork at office- BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns...Private clientHigh net worth
- ...every result - for our clients and you. Here, we go... ...in professional services by offering a career... ...offerings, including tax and advisory services... ...Description As the Private Wealth Services Tax Manager, you’ll conduct primary... ...opportunities, focusing on accuracy, quality...High net worthWork at officeFlexible hours2 days per week
- ...Senior Client Service Associate Founded in 1983, Westwood... ...investors, private wealth clients and financial... ...Tactical Absolute Return and Managed Investment Solutions,... ...(e.g., trust tax returns, property taxes... ...detail-oriented, client-focused professional who thrives...Private clientHigh net worthWork at officeImmediate startVisa sponsorship
$126.1k - $253k
...provider of professional services to the middle... ..., empowering our clients and people to... ...Generational Families team focuses on post liquidity... ...estate and income tax planning and... .... As a Tax Senior Manager, you will be responsible... ...an emphasis on private client taxation...Private clientHigh net worthFull timeWork experience placementInternshipLocal area- EisnerAmper is seeking a Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals... ...will involve managing a team, developing strong client relationships, and ensuring exceptional tax service delivery. The ideal candidate will have 8+ years...High net worth
$140k - $175k
...pass through business tax with world-class clients! This Jobot Job is... ...full spectrum firm that focuses on complex business... ...partner! If you are a Tax Manager looking for career... ...and their HNW owners. This is a remote... ...exceptional customer service and support. Stay up-...High net worthLocal areaRemote workFlexible hours- EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. The role focuses on coordinating engagements, tax planning, and compliance for individuals, trusts, estates, and entities. Preferred qualifications include a Master’s in Taxation...Private clientFull timeFlexible hours
- ...company on providing specialized risk management and employee benefits services across Manufacturing and... ...retaining a portfolio of Personal Lines clients by delivering exceptional service,... ...Experience working with high-net-worth or private client accounts, preferred but not...Private clientHigh net worthWork at office
$95.4k - $180.4k
...provider of professional services to the middle... ..., empowering our clients and people to... ...family education, risk management, privacy/data... ...professionals is focused on your success. As... ...Exposure to strategic tax planning, business... ...: Experience with private client or business...Private clientHigh net worthFull timeWork experience placementInternshipWork at officeLocal area- ...Associate Wealth Advisor / Client Relationship Associate... ...industry experience to manage complex family... ...touch estate coordination, private bank/lending oversight,... ...bankers—on comprehensive tax, estate, and business decisions... ...: Full-time schedule focused on client availability...Private clientHigh net worthFull timeApprenticeshipWork at officeLocal areaImmediate startRemote work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...member of the Business Development team, with a primary focus on client management, the development of new business,...Private client
- ...Customer Relationship Manager Saks Fifth Avenue is... ...personalized customer service. Its unique approach combines... ...for targeted client segments at the store and... ...high-touch strategies focused on retention, spend migration... ...clients for elite Private Client Relations (PCR)...Private clientHigh net worthFull timeAfternoon shift
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