Tax Services Leader - Private Client & Family Offices
EY
EY is seeking a Senior Services Manager in FSO EDGE Private to deliver and manage tax compliance and consulting for private entities and high-net-worth individuals. You will lead engagements, coordinate staff, advise on complex tax matters, and help grow client relationships while maintaining compliance with federal and state tax laws. This role requires strong leadership and partner collaboration in a hybrid, national US setting. #J-18808-Ljbffr EY
$125k - $185k
Tax Manager - High-Net-Worth & Family OfficeJoin a sophisticated family office practice where a $125,000-$185,000 base salary, high-impact client advisory, and a clear path toward... ...broader family office services, including... ...a family office, private client, or wealth...TaxPrivate clientPermanent employmentFull timeWork at office$190k - $220k
Tax Director - Family OfficeJoin an established, integrated family office serving ultra-high-net-worth entrepreneurs and tech-wealth families... ...alignment await a senior tax leader.What you'll doOwn federal,... ....Serve as the primary client relationship leader for top-tier...TaxPermanent employmentFull timeWork at officeLocal area- ...This hands-on role focuses on bill payments, ledger entries, and basic financial reporting for high-net-worth clients. You will work directly with Family Office clients and advisors to ensure accurate, timely financial operations. Responsibilities include entity...SuggestedWork at office
$172k - $227k
...Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM -... ...that lead to innovation. As a Tax Director within BPM's Private Client... ..., multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex...TaxPrivate clientFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$127.9k - $291.9k
...opportunity EY is a leader in serving the... ...financial services marketplace and... ...with a range of clients from our most venerable... ...dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...owners and their families. These clients... ...and client trust officers to gather...TaxPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours- ...Position Overview We are seeking a client-focused Wealth Advisor to... ...broader planning for retirement, tax, estate, and legacy objectives... ..., financial planning, private client advisory, or a related... ...Morningstar, Orion) and Microsoft Office. Ability to manage multiple client...TaxPrivate clientWork at office
- ...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...) provide professional services through an alternative... ...a Tax Manager with our Private Wealth/PCS team in NorCal... ...‑generational affluent families, family offices and their private...TaxPrivate clientLocal areaWorldwide
- Seattle Search Group is partnering with a private family office to identify a Staff Accountant. This position supports multi-entity operations with a focus on full-cycle accounts payable, general ledger, reconciliations, and cash management while working closely with a...Work at office
$181k - $235k
...dedicated to supporting leaders and organizations... ...in children and families, protect and... ...Mississippi. THE PROGRAM OFFICER ROLE Reporting to... ...and nutrition services underMedicaid,... ...nonprofit, government and private sector leaders,... ...contributions to tax...TaxFull timeWork at office$190k - $230k
...Foundation) is a family philanthropy dedicated... ...to supporting leaders and organizations... ...Initiatives, Grants Officers, Program Associate... ...intergovernmental and private sector leaders,... ...; health advocacy services, paid time off to... ...contributions to tax exempt organizations...TaxFull timeWork at officeFlexible hoursShift work- ...relationships with ultra-high-net-worth clients, family offices, and executives in Mountain View, CA.... ...reviews, and scenarios, coordinating with tax and legal advisors to align planning... ...The role emphasizes high-touch client service, collaboration with the lead advisor, and...Tax
$88.4k - $132.6k
...00,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe... ...counsel and/or facilitating services to others in area of... ...details.Knowledge of Microsoft Office (Excel, Outlook, and Word) and... ...-------------------------Job Family Group: Private Client Coverage...Private clientFull timeWork at office- ...questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic... ...-worth individuals, multi-generational families, executives, entrepreneurs, and family offices, helping them navigate complex tax...TaxPrivate clientSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
$88.4k - $132.6k
...00.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe... ...counsel and/or facilitating services to others in area of... ...details.Knowledge of Microsoft Office (Excel, Outlook, and Word) and... ...-------------------------Job Family Group: Private Client Coverage...Private clientFull timeWork at office- Overview We are seeking a dynamic leader to spearhead our operations... ...your robust network of family offices, high-net-worth individuals and... ...please continue reading. About Private Office Ventures We are a... ...satisfaction for highly discerning clients Drive capital raising efforts...Work at officeLocal areaImmediate start
- Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and... ...of family office services including tax compliance, bill pay and expense management...TaxWork at office
$50 - $55 per hour
...Family HousekeeperBusy family of professional adults (and a friendly dog) across multiple households seeking... ...Valley, dedicated to connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more than a...Private clientMonday to Friday$164.7k - $196.9k
...this isn’t your average doctor’s office. We’re on a mission to... ...-office and 24/7 virtual care services, on-site labs, and programs for... ...for yourself, your friends and family Employee Assistance Program -... ..., Dental and Vision plans Pre-Tax commuter benefits PTO cash outs...TaxFull timeTemporary workWork at officeRelocation package- ...RRD is seeking an Office Services Lead in Palo Alto to oversee day-to-day office services operations within a leading law firm. You will... ...required, and you will ensure service excellence while building strong relationships with clients and team members. #J-18808-LjbffrWork at office
- Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and... ...of family office services including tax compliance, bill pay and expense management...TaxWork at office
$308.7k - $347.3k
...this isn’t your average doctor’s office. We’re on a mission to... ...-office and 24/7 virtual care services, on-site labs, and programs for... ...the last year, an accredited Family or Internal Medicine/Pediatrics... ...Dental and Vision plans Pre-Tax commuter benefits PTO cash...TaxFull timeTemporary workWork at officeRemote workRelocationRelocation package- Skadden, Arps, Slate, Meagher & Flom LLP's Palo Alto office is seeking an Office Services Coordinator to oversee facilities, maintenance, and guest services... ...will coordinate requests from attorneys, paralegals, clients, and staff, manage access, budgets, and vendor...Work at office
$20.53 - $28.7 per hour
...packaging, print, and business services to the world’s most respected... ...and customer‑focused Office Services Lead to oversee the... ...strong relationships with both clients and team members. The ideal candidate... ...for a service‑driven leader who enjoys developing people,...Hourly payPermanent employmentFull timeContract workWork at officeImmediate startMonday to FridayShift work- SENIOR TAX ACCOUNTANT Venture capital firm is currently... ...to assist with tax services. The ideal candidate... ...venture capital firm and the families associated with its... ...including the Chief Financial Officer and six directors.... ...ultra-high net worth clients and will have prepared...Tax
- Intuit, Inc. is seeking a Staff Recruiter to lead end-to-end onsite recruitment for Local Tax Expert offices across the USA. You will partner with Real Estate, Compensation, and leadership to attract top tax professionals for Flagship, Retail, and Local Tax locations....TaxLocal area
- ...&R Block, Inc. seeks a Multi-Office Leader (Area Experience Leader) to oversee... ...a consistent, high‑quality client experience across locations.... ...for consultative service, operations, team performance... ...with excellence. You’ll coach Tax Professionals and Client Service...TaxWork at office
$65 - $90 per hour
...Overview Full-Time Private Chef Atherton, CA... ...health-conscious family is looking for a... ...be discussed with client ~ Access to a... ...exceptional Private Service Professionals with... ...clients and family offices across the United... ...chefs, household leaders, and more. That lived...Private clientHourly payFull timeSeasonal workLocal areaWork from homeNight shift$125k - $200k
...worth individuals and families to enjoy a full life... ...HNW and UHNW clients. Identify, design, and... ...flow planning + Income tax planning and tax-efficient... ...its wealth planning service offering.* Mentor... ...financial planning, private wealth management, family office, or UHNW advisory.*...TaxPermanent employmentTemporary workWork at officeFlexible hours$110k - $180k
...it as your own digital family office, combining intelligent... ..., alternative assets, private market access, and... ...Role Arta manages real client portfolios at scale, and... ..., with an emphasis on tax efficiency (including... ...data, models, and the services that run them. Understanding...TaxWork at officeRemote work$200k
...sat across from a family and known the honest... ...job. Alpha is a private K-12 school network... ...agents, private client advisors, or premium... ...and private service operators who have... ...private banking, family office, concierge... ...school & curriculum leaders, and remote team members...Private clientFull timeLive inWork at officeLocal areaImmediate startRemote workVisa sponsorship
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