Lead Private Client Tax Manager, High-Net-Worth
BDO USA LLP
BDO USA, LLP is hiring a Tax Manager for their Private Client Services group in Houston, Texas. This role requires managing tax compliance and consulting for high-net-worth individuals and their families. Candidates should have at least five years of experience in finance or law and be a Certified Public Accountant. The job offers extensive training, a collaborative atmosphere, and competitive salaries based on experience and location, ensuring quality service to clients. #J-18808-Ljbffr BDO USA, LLP
- 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...Private clientHigh net worth
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Texas. This role involves reviewing complex individual... ...income tax planning, and partnership tax compliance for high-net-worth clients. Qualified candidates will have at least 8...Private clientHigh net worthRemote jobHourly paySeasonal workFlexible hours$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax... ...consulting services to business clients with pass through entities... ...together to serve our high net worth clients with timely responses... ...experience and/or public accounting, private industry accounting or...Private clientHigh net worthWork at office$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...private equity owned companies, all high‑growth private companies. In this role... ..., income tax planning for high‑net‑worth individuals and families, partnership...Private clientHigh net worthHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...they all have in common is they are high growth private companies. As many... ...returns, income tax planning of high‑net‑worth individuals and families, partnership...Private clientHigh net worthHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
EY is looking for a Seasonal Tax Manager in Houston, Texas, to handle tax planning and compliance for high-growth private companies and their owners. This role allows for remote work within the United States and focuses on reviewing complex individual tax returns, income...Private clientRemote jobHourly paySeasonal work- Description Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations. Additionally, responsible for advising high net worth individuals on building, preserving, and managing their wealth using...Private clientHigh net worthTemporary workWork experience placementLocal area
- Senior Tax Manager page is loaded## Senior Tax Managerlocations... ..., tax, advisory, and private client services.At Sorren, we... ...to thrive. We offer a high-performing yet... ...engagements, including high-net-worth individuals, multi-... ...client service Lead technical research on...Private clientHigh net worthFull timeLocal area
- ...listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing... ...a portfolio of affluent and high-net-worth client relationships. The PCRM delivers... ..., utilizing internal specialists. Lead client conversations with advanced...Private clientHigh net worthWork at office
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ...planning. A Tax Manager, Private Client Services...Private clientHigh net worthPrivate practiceWork at office- Tax Manager - Private Client Services page is loaded## Tax Manager - Private Client Serviceslocations: Dallas: Houstontime type: Full timeposted... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$95.4k - $180.4k
We are the leading provider of professional... ...change, empowering our clients and people to... ...the goals of ultra-high net worth families with our... ...family education, risk management, privacy/data... ...Exposure to strategic tax planning, business... ...Experience with private client or business...Private clientHigh net worthWork experience placementInternshipWork at officeLocal area- ...We are seeking a Tax Director to join... ..., particularly private foundations. This is a highly technical leadership... ...foundation client base by delivering... ...flexibility to manage your days in support... ...entities.Lead and review complex... ...as well as high net worth individuals, family...Private clientHigh net worthWork at officeLocal area
- ...in the Plus! Withum’s Tax Services Group is made... ...as International and Private Client services. This Tax Supervisor... ..., you will take a lead role on all aspects of... ...returns Prepar ing high net worth individual returns... ...relationships Ability to manage multiple engagements...Private clientHigh net worthWork at officeLocal area
- ...institutional investors, private wealth clients and financial... ...Return and Managed Investment Solutions... ...firm and remains highly visible at key... ...investments, estate, tax, risk, and family... ...Westwood Way. Lead high‑impact meetings... ...with ultra‑high‑net‑worth (UHNW) families—...Private clientHigh net worthWork at officeImmediate startVisa sponsorship
$120k - $195k
AI Adoption & Engagement Lead (Manager or Sr. Manager) Join to apply for the AI Adoption & Engagement... ...consulting firm, partnering with clients to solve the world’s most complex challenges... .... Our teams partner with public- and private-sector clients to create innovative,...Private clientFull timeWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours- A prominent financial institution in Houston seeks a Private Client Relationship Manager to manage and grow a portfolio of affluent clients. The... ...experience in financial services, particularly in managing high-net-worth client relationships. Strong interpersonal and...Private clientHigh net worth
$60k - $200k
A leading insurance brokerage in Houston is seeking an Insurance Sales Producer - Personal Lines Client Advisor to identify and cultivate new business opportunities. This role... ...in sales activities focusing on high-net-worth and private client accounts. The ideal candidate...Private clientHigh net worth- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities...Private clientHigh net worthWork at office
$60k - $200k
...advisor, specializing in personal lines for high-net-worth individuals and families. The role... ...identifying, prospecting, and cultivating new client relationships, utilizing World’s resources to deliver tailored risk management solutions. Compensation includes a base salary...Private clientHigh net worth- ...Overview Tax Manager – Fully Remote | Public Accounting Firm... ...About the Firm: Our client is a well-established and... ...while working with a high-caliber client portfolio. Responsibilities Lead and manage multiple tax... ...partnerships, and high-net-worth individuals. Provide strategic...High net worthFull timeRemote workFlexible hours
- First Horizon Bank in Houston, Texas, is seeking a Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking...Private clientHigh net worthLocal area
$157.2k - $326.6k
..., based in Houston, is seeking a Wealth Strategist to join their Private Client team. This role involves advising ultra-high-net-worth individuals and families on complex financial planning, including tax and estate considerations. Candidates should possess a Bachelor’s...Private clientHigh net worthWork at office- Summary This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients. The ideal candidate has experience in consulting with... ...-task. Well-rounded in dealing with high-net-worth individuals and businesses. Foreign tax...High net worthLocal area
- A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns... ...providing tax planning strategies for high-net-worth clients. Candidates should have 6-10 years of tax...High net worth
$85k - $201k
...DNA across our audit, tax, and consulting groups.... ...preparation and review of client tax projections and calculations, management of client tax... ...clients and attract new high-net-worth individuals and family... ...services to public and private entities while also helping...Private clientHigh net worthRemote jobWork at officeLocal areaWorldwide- A leading accounting firm is seeking a Tax Manager for Private Client Services in Houston, Texas. This role involves overseeing multiple client engagements, preparing and reviewing tax returns for various entities, and mentoring junior staff. The ideal candidate will have...Private client
- A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has...High net worth
- ...collaboration, and growth with our client's expanding tax division!!! Here, you'll... ...leaders as well as lead and mentor a talented team... ...entrepreneurial organizations and high-net-worth individuals.... ...Type: Full-time Experience Manager, Lead, Supervisor Job function...High net worthFull timeWork at officeRemote workFlexible hours
$80k - $200k
...informed decisions to improve their risk management outcomes, modernize their benefits... ...- Greater Chicago Metro Area Our Client Advisors bring risk management solutions... ...commercial lines insurance, high net worth / private client, employee benefits, human capital...Private clientHigh net worthBase plus commissionWork experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Private Client Tax Manager, High-Net-Worth. Be the first to apply!
- client development director Houston, TX
- client finance manager Houston, TX
- senior engagement manager Houston, TX
- customer engagement manager Houston, TX
- client service manager Houston, TX
- client executive Houston, TX
- client services coordinator Houston, TX
- engagement manager Houston, TX
- client engagement manager Houston, TX
- client account executive Houston, TX

