Tax Manager, Private Client Services for HNW Wealth
BDO USA
A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound recommendations. The ideal candidate will possess at least five years of relevant experience and a CPA license. This position offers competitive compensation and opportunities for professional development. #J-18808-Ljbffr BDO USA
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...Private clientHigh net worth
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 more Job Description Job Summary: Private Client Services at BDO... ...stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with...Private clientHigh net worthPrivate practiceWork at office$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...Private clientHigh net worth$110k - $250k
...Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too....Private clientHigh net worthLocal areaRemote workFlexible hours$110k - $180k
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years...Private clientHigh net worth$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services, offering remote work within the United States. The role involves reviewing complex individual tax returns and income tax planning for high-net-worth clients, with expectations discussed during...Private clientHigh net worthRemote jobHourly paySeasonal work$85k - $150k
...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$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives...Private clientHigh net worthPrivate practiceWork at office$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes...Private clientHigh net worthPrivate practiceWork at office$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and you’ll... ...income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective...Private clientHigh net worthHourly paySeasonal workRemote workFlexible hours$85k - $150k
EisnerAmper LLP in Chicago is seeking a Tax Manager for their Private Client Services team. This role involves overseeing client engagements, reviewing tax returns, and training junior staff. Candidates should have a Bachelor's degree in Accounting, 4+ years of tax experience...Private client$75k - $90k
CCM ADMINISTRATIVE SERVICES LLC is looking for an Associate in Private Wealth Client Services in Chicago, IL. This role involves delivering exceptional experiences... ...operational support. Responsibilities include managing client onboarding, processing account requests,...Private clientHigh net worth$90k - $125k
BDO USA is looking for a Tax Manager for their Private Client & Family Office Services in Oak Brook, Illinois. The role involves managing the full-life cycle of finance and accounting engagements, ensuring client satisfaction, and leading staff assignments. Candidates should...Private clientWork at office$106.5k - $195.1k
...Dallas, Hoboken, Irvine, Los Angeles Manager - Private Tax (Financial Services Organization) As a Manager in... ...owning families, and owners of private wealth. You’ll advise on matters for... ...and business structures. Support clients in wealth transfer, succession planning...Private clientHigh net worthRemote workFlexible hours- BDO USA is seeking a Tax Manager for Private Client & Family Office Services in Chicago, IL. This role involves managing the full life-cycle of assigned finance and accounting outsource engagements, ensuring high-quality client service delivery and developing strong relationships...Private clientWork at office
$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically... ...in wealth management and effectively... ...JPMorgan Chase wealth services to best meet the objectives... ...advisors and private client bankers, you... ..., family wealth, tax considerations, and...Private clientHigh net worth$75k - $90k
...is a firm built by clients, for clients. As... ...family office and private investment firm, we... ...reimagining the way wealth is experienced.... ...Private Wealth Client Services plays a key role... ..., relationship management, account administration... ...documents such as tax and legal...Private clientHigh net worthFull timeTemporary workWork at officeLocal area$106.5k - $195.1k
...serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...join our dynamic FSO team! Private Tax is a growing practice within...Private clientHigh net worthWork experience placementSummer holidayImmediate startFlexible hours$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Private clientWork at office$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...Private clientWork at office$68k - $73k
Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride... ...Wealth Associates are client service professionals who exhibit drive, ambition...Private clientHigh net worthFlexible hours$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to...High net worthWork at office$68k - $73k
Private Wealth Associate page is loaded## Private Wealth Associatelocations... ...**Bernstein Private Wealth Management is a premier investment... ...worth and ultra-high-net-worth clients. As an industry leader, we... ...Wealth Associates are client service professionals who exhibit drive...Private clientHigh net worthFlexible hours$120k - $180k
Overview As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate,... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- A leading accounting and advisory firm is seeking a Tax Partner in Chicago. This role focuses on delivering tax advisory solutions to... ...and family offices. Key responsibilities include leading client engagements, advising on complex tax planning opportunities, and...Private clientHigh net worth
- Armanino LLP in Chicago, Illinois is seeking a Tax Consultant with a strong background in tax consulting and compliance to manage client relationships and teams. Ideal candidates hold a Bachelor’s degree in Accounting or a related field, along with a CPA or EA license....High net worthFlexible hours
- ...consulting firm in Chicago is seeking an experienced tax professional to review various tax returns. The ideal... ...7 years of U.S. tax compliance experience, including management duties. Responsibilities include client relationship management, tax research, and project oversight...High net worthRemote jobFlexible hours
- A global consulting firm is seeking a Tax Manager for their International Tax and Transaction Services team focusing on private companies. This role involves managing a qualified... ...tax advice to a diverse portfolio of clients. Candidates must have robust tax consulting...Private clientFlexible hours
$102k - $190k
...provide advisory-based sales and relationship management in wealth management. You will work to attract, retain, and grow a portfolio of client relationships, delivering exceptional... ...years of relevant experience, preferably with HNW clients, and offers a salary range from $1...High net worth- My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings. Position Summary...
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