Tax Manager - High Net Worth
$80kBonadio
Tax Manager OpportunityWe have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees!Responsibilities:Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planningResponsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy.Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.Review and prepare clear and concise working papersWork on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trendsDevelop effective working relationships with internal and external clientsAssist clients with special projectsDeliver projects/engagements on time, within budget and to client's satisfactionManage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedbackRequired Qualifications:A minimum of a bachelor's degree in accountingCPA or EA certificationA minimum of five years of relevant CPA firm experienceAbility to develop and sustain business relationships for the purpose of increasing the client baseProficiency with tax software, Microsoft Office SuiteAbility and willingness to travel as requiredSalary range is between $80,000 and $100,000Hours Of Operation:Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on FridayWe pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak timesAt The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
$109.46k - $207.53k
...Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...opportunity for an **International Tax Manager** to join our growing International Tax... ...and supply chain planning, international high net worth and global mobility.**You will enjoy...High net worthLocal areaWorldwide$126.1k - $253k
...like RSM.A career within RSM’s Corporate Tax services will provide you with the opportunity... ...and compliance obligations, while managing the impact tax has on their business. You’... ...relationship of complex engagements with a focus on high-value quality tax advice and seek to...SuggestedWork experience placementInternshipLocal area- ...global investment firm is seeking a Senior Client Director for their Private Client team in New York. This role focuses on managing ultra-high-net-worth relationships, driving new business, and delivering exceptional client service. The ideal candidate will have over 15...High net worth
- RSM US LLP is recruiting for a Manager in International Tax M&A to lead cross-border tax due diligence and structuring projects across multiple U.S. offices. You will coordinate with client teams, tax advisors, and local country experts to deliver robust tax advisory services...SuggestedLocal area
$126.1k - $253k
A leading professional services firm is seeking a Tax Senior Manager in New York. This role entails guiding clients through tax strategies, mentoring junior staff, and driving revenue growth. Ideal candidates will have over 8 years of experience in public accounting, strong...Suggested- ...Accounting Process AnalystTekberry is looking for a highly qualified and motivated Accounting Process Analyst to work on-site with our... ...Responsibilities:Accurately process high volumes of vendor invoices in SAP ECC.Manage accounts payable transactions with precision and timeliness....Worldwide
- A leading advisory firm is seeking an International Tax Manager located on the East Coast. The role focuses on advising clients on international tax issues, leading compliance engagements, and managing client relationships. Qualified candidates should have a degree in Accounting...
- ...Advisor in the Lancaster area to drive new revenue for FNB Wealth Management. You will lead the client experience and work with the... ...team to develop and present proposed investment solutions for high-net-worth clients and retirement plan services, including 401k and pension...High net worth
- ...Boston, or Philadelphia. You will lead consolidated reporting for high-net-worth clients, act as primary Addepar expert with front office, and... ...are essential. You will coordinate with relationship managers and 3rd party advisors, handle inquiries, and drive process...High net worthWork at office
- Regal Rexnord in East Aurora, NY, is seeking an experienced finance leader to own the site’s finance function and partner with plant leadership on budgeting and forecasting. You will own P&L, develop cost rates, review variances, and lead annual inventory, with responsibility...
- Regal Rexnord Corp is seeking a senior finance professional to own the full P&L for the East Aurora, NY facility and a feeder site in St. Kitts. You will drive forecasting, budgeting, and cost control in a fast-growing environment. The role requires 8+ years in manufacturing...
- ...is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world...High net worthWork at officeLocal areaWorldwide
- ...H&R Block in East Aurora, NY is hiring a seasonal Tax Associate to gain tax and client service experience. You’ll gather information, prepare returns, and answer questions with day-one training, in-person at a local tax office. No prior tax experience is required; you’...Hourly paySeasonal workWork at officeLocal area
$78.6k - $148.5k
## Tax Supervisor - CorporationsApplylocations: New York: Edison: Charlotte: McLean: Bostontime type: Full timeposted on: Posted Todayjob... ...and income tax consulting and compliance obligations, while managing the impact tax has on their business. You’ll advise clients on...Work experience placementInternshipLocal area$14.45 - $18 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required... ...and systems included AI based tools like Copilot and ChatGPT High school diploma / GED/ equivalent Preferred Qualifications Bachelor...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will offer a broad range of investment solutions and Chase partner referrals to deepen client relationships. Your expertise...
- Moog Inc. seeks a Cost Accounting Process Analyst to support its Global Template program in a Hybrid Buffalo, NY setting. You will drive SAP cost accounting improvements, partner with IT and site teams, and deliver end-to-end processes across finance, controlling, and operations...
- JPMorgan Chase & Co. in New York seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families, building long-term client relationships and providing tailored investment solutions. You will educate clients on...
$120k - $240.9k
Tax Supervisor - Federal Mergers and Acquisitions - Deal Advisory page is loaded## Tax Supervisor - Federal Mergers and Acquisitions... ..., electronic, and written communication* Demonstrated project management skills, including managing multiple priorities and tasks...Work experience placementInternshipWork at officeLocal area$120k - $240.9k
Rsm Us Llp. is seeking a Tax Supervisor - Federal Mergers and Acquisitions in New York. The role involves delivering due diligence and tax structuring services as part of a multi-disciplinary team. Candidates should have a Bachelor's degree in Accounting, 4+ years of tax...- Moog Inc is seeking a Quality Business Systems Specialist to enhance quality compliance through internal auditing and process facilitation. The role is crucial for driving efficiency and continuous improvement in Buffalo, NY. Ideal candidates will have a Bachelor’s degree...Flexible hours
- ...Sales And Use Tax SpecialistThis is an onsite part-time position. They are flexible on hours, but would prefer someone working 2.5 days a week onsite. Pay rate will depend on experience.Experienced sales and use tax specialist 5 yearsPreparation of over 50 sales and use...Part timeFlexible hours2 days per week
- Job Description Job ID#: 561372 Job Category: Pro - Accounting/Finance Position Type: Direct Placement Duration: Direct Placement Details: Job Title: Staff Accountant Location: Elma, NYEmployment Type: Direct hire Industry: Real Estate Compensation: 55-65,000K...WorldwideMonday to Friday
$65k - $90k
...will be responsible for providing consolidated reporting to high-net-worth clients and family offices. You will be responsible for providing... ...accurate manner. You will work directly with Relationship Managers and 3rd party advisors. You will handle all client inquiries...High net worthWork experience placementWork at officeLocal area- ...This is a rare kind of creative role. This is the world of ultra-high-net-worth audiences, intimate gatherings at extraordinary properties,... ...recommendations carry genuine weight. Growing People & Culture Manage, mentor, and develop junior creative talent, fostering an...High net worthFreelanceWork at officeRemote workWorldwide
$80k - $100k
...FrontingAt AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Underwriter, North America Fronting... ...Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage...High net worthWork at officeFlexible hours- ...liquidity, cash positioning, and reliable financial operations. • Manage foreign exchange hedging and funding processes to help reduce... ...functions in a corporate setting. • Some exposure to tax concepts is helpful, though not required. • Able to step into...Permanent employmentContract workTemporary work
$16 - $19 per hour
...Seasonal Tax Preparer OpportunityCalling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work- ...Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience... ...to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
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