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
$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...! The Role Senior Managers in our Private Client Services (PCS)... ...legislative changes, wealth transfer techniques,...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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
...ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love... ...available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us? Do...Private clientHigh net worthLocal areaRemote workFlexible hours$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. We offer... ...entertainers, and others with complex tax and financial structures.... .... Job Summary A Tax Manager, Private Client Services, will... ...the chance to grow their wealth over time as their shares vest...Private clientHigh net worthWork at office$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
...- 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 client...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area$110k - $180k
...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 in Elgin, IL.. We are looking for a dynamic individual with the capacity to efficiently...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$110k - $250k
...A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific... ...from $110,000 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and opportunities for...Private clientHigh net worthRemote workFlexible hours$100k - $125k
...Associate Director, Private Wealth Client Services Chicago Office - Chicago, IL 60606 Overview Salary... ...Services with 5+ years of experience managing the administrative and private... ...client CPA's and attorneys (FO) Manage tax document facilitation with client CPA...Private clientHigh net worthFull timeTemporary workWork at officeLocal area- ...Job Description Tax Manager - Private Client & Global Mobility (Expatriate Tax) - Chicago, IL Who: We are seeking an experienced Private... ...plus an additional post-4/15 holiday. ~ Paid Day of Service annually. ~ Paid parking or public transportation reimbursement...Private clientHigh net worthFull timeWork at officeImmediate startFlexible hours
$75k - $90k
...Cresset Capital is seeking an Associate for its Private Wealth Client Services team in Chicago. This role involves supporting high-net-worth clients... ...advisors, focusing on operational efficiency, account management, and enhancing customer service experiences. The ideal candidate...Private clientHigh net worth$75k - $90k
Cresset is seeking an Associate for their Private Wealth Client Services in Chicago, Illinois. This role focuses on delivering exceptional experiences... ...worth clients through direct communication, relationship management, and operational support. Successful candidates will...Private clientHigh net worth$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$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$85k - $150k
EisnerAmper LLP is seeking a Tax Manager to join the Private Client Services practice in Chicago. The role involves training and supervising team members, preparing and reviewing tax returns, and establishing client relationships. Ideal candidates should have 4+ years of...Private clientPrivate practice$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for... ...providing tax and consulting services to business clients with pass through entities... ..., estate and gift tax and wealth retention strategies, as... ...and/or public accounting, private industry accounting or consulting...Private clientHigh net worthWork at office$132.1k - $301.6k
...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... ...our dynamic FSO team! Private Tax is a growing practice within...Private clientHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$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$85k - $150k
...your next step as a seasoned professional, the EisnerAmper experience is one‑of‑a‑kind. The firm is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who can efficiently oversee multiple client engagements...Private clientPrivate practiceLocal area$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$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- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- ...Tax Manager, Private Client & Family Office Services 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...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$140k - $160k
...one of the fastest-growing private client tax advisory firms in the country... ...founders and tech executives, fund managers, real estate investors, and... ...: building real, lasting wealth for clients. Our culture is... ...100 CPA firm Expertise in HNW individuals, closely held businesses...Private clientHigh net worthLocal areaRemote work
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