Private Client Tax Director - Lead Wealth & Planning
Andersen Tax, LLC
Andersen Tax LLC is seeking a Tax Director-level professional for its Private Client Services group in the US. You will oversee complex income tax returns, guide client communications, and mentor senior staff while directing tax projects for high-net-worth families and entities. The role emphasizes leadership, strategic planning, and collaboration across service lines, with strong focus on tax planning, compliance, and client satisfaction. #J-18808-Ljbffr Andersen Tax LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Tax Director - Lead Wealth & Planning in West Palm Beach, FL vacancy
- Andersen Tax LLC is seeking a Manager in our Private Client Services (PCS) practice to oversee multiple engagement teams... ...mentor interns and associates, lead proposals, and collaborate across... ...lines to deliver comprehensive tax planning and compliance solutions while benefiting...Private clientPrivate practice
- Andersen Tax is seeking a Tax Director to lead Private Client Services engagements for wealthy families, family offices, and owner-operated businesses in the United States. You will guide complex tax planning, coordinate cross-disciplinary teams, and ensure top-tier client...Private client
- ...Join Andersen: Tax Director Opportunity Unlock... ...with extraordinary clients spanning every... ...As a member of the Private Client Services practice... ...are met, and lead change efforts effectively... ...initiatives. • Plan, execute, direct,... ...changes, wealth transfer techniques...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- BDO is seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients, including families, family... ...role emphasizes leadership, client contact, tax planning, and supervision of associates, with a focus on complex...Private client
- Alvarez & Marsal seeks a Manager in Private Client Services, Tax to provide tax planning and compliance for high net worth clients. You will lead tax projects, supervise Associates, and... ...solutions across personal income tax, wealth transfer, and international tax planning...Private client
- ...strategic vision, and client expertise are... ...Kaufman Rossin is a privately owned, independent... ...entities Kaufman Rossin Wealth and Kaufman Rossin... ...is seeking a Tax Senior Manager (HNW... ...-specific) to help lead our brand new West... ...returns Provide tax planning and compliance services...Private clientWork at office
- ...are continuously growing and are looking to hire a Senior Tax Manager HNW/Private client and Private Equity industry specific. The position will... ...returns and HNW individual tax returns \n Provide tax planning and compliance services to high net worth and private equity...Private clientWork at office
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services practice with flexibility on office location and the option to be fully... ...work for ultra-high-net-worth individuals, including planning, compliance, and business development. The successful...Private clientRemote jobPrivate practiceWork at office
- ...Relationship Manager to serve high-net-worth clients in the Miami market, integrating banking, investment and comprehensive financial planning. You will coordinate cross-disciplinary... .... The role requires deep knowledge of wealth management products, strong regulatory understanding...
- ...entrepreneurial minded Senior Wealth Advisor focused... ...(UHNW) prospective clients into long-term... ..., generate leads, and expand community... ...Bessemer Trust's Wealth Planning, Family Office... ...knowledge of investments, tax and estate planning... ...focused on private wealth management -...Temporary workWork at officeRemote work
- ...Position Summary The Tax Senior Manager will... ...tax compliance and planning engagements for... ...taxation, strong client relationship management... ...and the ability to lead and develop a team... ...tax planning, and wealth transfer strategies... ...for the private client/HNWI practice...Private clientPrivate practiceWork at office
- Castle Wealth Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role, you will work closely with high-net... ...-worth clients to deliver excellent financial planning and investment management services. The ideal...Full time
$140k - $210k
...Recruiting Top Talent for Leading US Public Accounting, Wealth Management, Family... ...deep expertise in tax, accounting,... ...solutions that help clients anticipate change and... ...Senior Manager, or Director to lead client engagements... ...expert guidance in tax planning and compliance. Real...Temporary workWork at office3 days per week$146k - $200k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a... ...as well as other people with complicated tax and financial structures. The Private Client... ...-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client...Private clientPrivate practiceWork at office$110k - $140k
...approach to solving our clients' problems and... ...growing one of our Federal Tax specialty areas, Our Private Client Services (PCS)... ...individual income tax, wealth transfer and succession planning,and international tax... ...Prior proven experience leading and managing work streams...Private clientPart timePrivate practiceWork at officeFlexible hours$139.7k - $232.9k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention... ...Primary Responsibilities Leads the client relationship team... ...through the financial planning process. Prioritize short term...Temporary workWork experience placement- Alvarez & Marsal is seeking a Senior Director in Private Client Services, Tax, to establish long-term relationships with private companies, owners, and high-net-worth individuals. You will lead tax compliance for partnerships, S-corps, trusts, and individuals, and review...Private client
- ...Resources practice, you will lead complex projects related to water... ...technical leadership with client relationship management and business... ...and consulting firm serving private and public-sector clients to... ...Responsibilities Strategic business planning to segment and target specific...Private clientFull timeWork at officeRemote workWork from homeHome office
- ...and 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... ...for new and/or expanded client services Ability to lead and manage engagements, including budgeting, billing and...Private clientWork experience placementPrivate practiceLocal area
- A leading CPA firm is seeking a dynamic Tax Manager, Senior Manager, or Director in West Palm Beach, Florida. In this role, you will lead tax... ...particularly focusing on real estate clients, drive strategic growth and provide expert tax planning and compliance guidance. Ideal...
- ...Tax DirectorAt EisnerAmper, we look for individuals who welcome new ideas, encourage... ...your goals.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit... ...or expanded client servicesAbility to lead and manage engagements, including...Private clientWork experience placementPrivate practiceLocal area
- ...Tax Director/Senior ManagerA reputable Public Accounting firm in the area is looking to add... ...team. This stable and growing firm offers clients valuable knowledge and expertise in tax.... ...current tax laws.Provide strategic tax planning and consulting to clients.Research and interpret...Local area
$120k - $250k
...-high-net-worth (UHNW) clients in the Miami market, delivering... ...a comprehensive wealth management experience... ...and holistic financial planning. This role combines credit... ...client relationships Leads / assists with creation... ...g. retirement, estate, tax optimization)....Part timeLocal areaShift work- Jobot is seeking a Tax Director to join our Florida team on a hybrid... ...of engagements and client relationships. You will lead compilation and review engagements, manage tax planning for various clients, and contribute... ...and independence, with private ownership and a strong...
- Company Description Castle Wealth Management (CWM) is a Registered Investment Advisory firm... ...wealth management and financial planning services. The firm serves high-net-worth... ...depth financial expertise to address each client’s unique needs and circumstances. Role Description...Full time
- ...strategic vision, and client expertise are... ...Kaufman Rossin is a privately owned, independent... ...entities Kaufman Rossin Wealth and Kaufman Rossin... ...is seeking a Tax Senior Manager (HNW... ...-specific) to help lead our brand new West... ...returns Provide tax planning and compliance services...Private clientWork at office
- ...established in 2018 as a leading independent financial... ...$236 billion in client assets as of September... ...Position Rockefeller Private Office is core to who... ...- including wealth planners, tax advisors, estate attorneys... ...personalized wealth planning and family office solutions...Work at officeLocal area
$90k - $134.4k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ..., and accurate Lead and plan client engagements, and continuously... ...industry experience preferred Private wealth industry experience preferred...Local areaWorldwide- ...Private Client Advisor II Palm Beach, Florida To proceed with your... ...responsibilities include leading the Client Management Process... ...needs, preferences, and overall wealth strategy, being responsive... ...Prospecting Wealth Planning Analytical Thinking Oral...Private clientWork at officeFlexible hoursShift workDay shift
- ...Boundless Horizons of Tax, Valuation, and... ...with extraordinary clients spanning every industry... ...Managers in our Private Client Services (PCS... ...changes, and lead change effectively;... ...legislative changes, wealth transfer techniques... ...buy/sell agreement planning, etc. The Requirements...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Director - Lead Wealth & Planning. Be the first to apply!
Related searches
- client experience manager West Palm Beach, FL
- client engagement manager West Palm Beach, FL
- client executive West Palm Beach, FL
- engagement manager West Palm Beach, FL
- client services coordinator West Palm Beach, FL
- client services supervisor West Palm Beach, FL
- client relationship manager West Palm Beach, FL
- engagement director West Palm Beach, FL
- client manager West Palm Beach, FL
- client service manager West Palm Beach, FL


