UHNW Tax Senior Manager, Private Wealth & Family Office
Crowe
Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax laws. The role emphasizes leadership, client advisory excellence, and collaboration across the IronSpire Group. The position operates in a hybrid model with a strong focus on mentorship and growth. #J-18808-Ljbffr Crowe
$139.2k - $293.5k
...across our audit, tax, and consulting... ...individuals and families, their family offices, related... ...estate, gift, and wealth planning matters... ...We are seeking a Senior Tax Manager with significant... ...high-net-worth (UHNW) individual, family... ...within the UHNW, private client, and family...Work at officeSeniorPrivateLocal areaRemote workWorldwide$100.35k - $205k
...their trusts, estates, family offices, investment vehicles,... ...solutions to complex tax issues? Do you not only... ...with Deloitte’s growing Private Wealth practice! Recruiting... ...What You’ll Do As a Tax Manager in our Private Wealth... ...Consultants and Tax Seniors; you will begin taking...Work at officePrivatePrivate practiceLocal area$190k - $220k
...Partners Encino TeamWe are a sophisticated tax, accounting, and advisory practice... ...staff specializing in serving family office and real estate private equity sponsors with tax, and multi-... ...Auditing, Entertainment and Business Management, and Business Advisory and Consulting...Work at officeSeniorPrivateLocal areaRemote workFlexible hours- ..., a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service,... ...years of tax experience in public accounting. You will manage engagements, grow the pipeline, and mentor staff while maintaining...Work at officeSenior
- Bank of America’s Private Bank seeks a senior Family Office Consultant to advise ultra-high-net-worth families on forming and evolving family offices. You will partner with the Family Office Strategist, providing expertise in governance, operating models, and succession...Work at officeSeniorPrivate
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting... ..., estate and gift tax and wealth retention strategies, as... ...and/or public accounting, private industry accounting or consulting... ...:Proficient in Microsoft Office Suite, preferred Other...Work at officeSeniorPrivate
- ...Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a... ...enduring client relationships, coordinate across tax, estate, and investment services, and...SeniorPrivate
$133.1k - $295.67k
...one of the worlds top tax firms. Enjoy a collaborative... ...multinational global private equity real estate... ...process and other risk management activities; lead teams... ...Additional Responsibilities for Senior Manager: Manage risk... ...for yourself, your family, and your lifestyle. Available...SeniorPrivateLocal area$85k - $121k
...AreaTax - Flowthrough Tax /Full-time /... ...looking to hire a Tax Senior or Supervisor (depending... ...closely with managers and partners to address... ...5 minutes of a BPM office will be expected to... ..., Flex PTO, paid family leave, winter break... ...Capital, REIT projects, Private Equity and/or Wine...Work at officeSeniorPrivateFull timeSummer workLocal areaRemote workFlexible hours- ...Inc. is seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will receive... ...focuses on comprehensive financial planning, investment and tax services for ultra-high-net-worth families, with emphasis on...Work at officePrivateApprenticeship
$139.2k - $293.5k
...Senior Manager, Tax Accounting ServicesYour journey at Crowe starts here:At Crowe, you can build... ...model for candidates located near a Crowe office. Candidates who are not within... ...to provide audit services to public and private entities while also helping clients reach...Work at officeSeniorPrivateLocal areaRemote workWorldwide- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive... ...worth clients. Responsibilities include managing client relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a...Work at officeSenior
- Sr. Manager, Wealth Advisor - Schwab Wealth Advisory... ...importance of in-office collaboration and... ...parental leave and family building benefits... ...Languages English Seniority level Seniority level... ...(XIG), Imprint - Private Equity Manager... ...Financial Planner (UHNW) Sr. Manager, Wealth...Work at officeSeniorPrivateFull time
$127.7k - $269.3k
...of our DNA across our audit, tax, and consulting groups. That’... ...seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services... ...located near a Crowe office. Candidates who are not within... ...audit services to public and private entities while also helping clients...Work at officeSeniorPrivateLocal areaRemote workWorldwide$139.2k - $293.5k
...of our DNA across our audit, tax, and consulting groups. That'... ...is currently searching for a Senior Manager to lead projects in the areas... ...revenue by working with practice offices on existing clients and... ...audit services to public and private entities while also helping clients...Work at officeSeniorPrivateFor contractorsApprenticeshipLocal areaRemote workWorldwide$177.95k
...better working world. Tax Advisor - Int Tax and Transaction... ...Tax Services-ICTA-FSO-Manager - Multiple Positions -... ...), Financial Services Office (Manager) (Multiple... ...to transactions for private equity and strategic corporate... ...breaks, Personal/Family Care, and other leaves...Work at officePrivateFull timeWork experience placementSummer holidayMonday to Friday$135k - $250k
...Job Description:Withum’s Tax Services Group is made up... ...well as International and Private Client services This Senior Manager role will be based out of... ...City, or Philadelphia office. You'll work alongside an... ...domestic partnership status, familial status, affectional or...Work at officeSeniorFull timeLocal area$200k - $235k
...Job Description:Withum’s Tax Services Group is made... ...as International and Private Client services. This Corporate Tax Senior Manager - Provisions will be based... ...our San Francisco, CA office, you'll work alongside... ...domestic partnership status, familial status, affectional or...Work at officeSeniorFull timeLocal area$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...on key issues like wealth management, compliance, cash flow... ...private business owners and family enterprises manage... ...in the future.As a Senior Manager, you'll work as...SeniorPrivateFull timeH1b$170k - $210k
...been helping families amplify and simplify... ..., investment management, business management, tax, estate,... ...here.Regis UHNW Team: Our Regis... .... Regis Wealth Advisors work... ...wide range of private investors, business... ...Summary:The Senior Wealth... ...of remote and office work in a professional...Work at officeSeniorPrivateTemporary workLocal areaRemote workMonday to FridayFlexible hours$100.35k - $205k
...strategic and creative federal tax professional who likes... ...Tax practice as a Tax Manager. What You’ll Do... ...Investment Trusts, Real Estate Private Equity Funds, and real... ...in our U.S. India office, providing leadership,... ...entry-level employees to senior leaders, we believe...Work at officePrivateLocal areaWorldwide2 days per week3 days per week$150k - $200k
...Description:Withum’s Tax Services Group is... ...International and Private Client services.As... ...Services Tax Manager based out of our Boca... ...or San Francisco office, you'll work alongside... ...tax staff and/or seniors for accuracyBeing... ...status, familial status, affectional...Work at officePrivateFull timeLocal area$145k - $160k
...the Bay Area, is looking for Senior Project Manager to help oversee our teams... ...process of developing multi-family affordable and supportive housing... ...funding applications to private and government sources, including... .... Proficiency in Microsoft Office. Preferred qualifications:...Work at officeSeniorPrivateFull timeContract workFor contractors$123k - $205k
...largest growth area in the tax industry? Do you have... ...for you as a Tax Manager on our growing team! Recruiting... ...hedge funds, private equity, investment partnerships... ...alternative products, family offices, mutual funds, broker-... ...-level employees to senior leaders, we believe...Work at officePrivateLocal area- ...strong communication and organizational skills, with responsibilities including client interactions, preparing financial reports, and tax returns. Ideal candidates will hold a Bachelor's degree and have 1-4 years of experience. This position offers a dynamic environment...Work at officePrivate
- ...individuals and families based on... ...including investment management, general... ..., custody, tax, specialty assets... ...of HNW and UHNW clients and... ...personalized advice and wealth and asset... ...is seeking a Senior Philanthropic... ..., including private foundations,... ...additional offices that are in...Work at officeSeniorPrivateFull timeWork experience placementRemote work
$133.5k - $268.4k
...Mergers and Acquisitions (M&A) Tax group is an advisory... ...opportunities. We advise private equity firms, family offices, privately held companies... ...a dynamic M&A Federal Tax Manager to join our national Mergers... ...Work with and assist other senior members of the M&A Tax practice...Work at officePrivateFull timeWork experience placementInternshipLocal area- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...managers, financial advisors, trust officers, and other specialists to deliver... ...Management experience with HNW or UHNW client relationships, or equivalent...Work at officeSeniorPrivateFull timeWork experience placement
- ...ultra-high net worth clients in San Francisco. This role involves comprehensive personal financial planning, investment planning, and tax services. Candidates should have 1-4 years of work experience, strong communication skills, and a knack for problem-solving in a fast...Work at officePrivateWork experience placement
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...their tax positions.In private tax at PwC, you will focus on... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead... ...pay, vacation, personal and family sick leave, and more. To view...SeniorPrivateFull timeH1bRemote work
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