Tax Manager - Private Client Services (PCS)
EisnerAmper
Job Overview Senior Tax Manager – Private Client Services (PCS), Westwood, MA. A client‑facing role that manages and delegates workflow, collaborates with team members, and delivers tax compliance, consulting services, and analysis for high‑net‑worth individuals and related businesses. Responsibilities Review and prepare federal and multi‑state individual and trust tax returns for high‑net‑worth individuals and families. Research and critically analyze tax technical issues. Advise and provide guidance on tax planning and compliance matters. Delegate workflow to staff and ensure completion of work products. Interact regularly with clients and promptly respond to their requests or questions. Correspond with federal and state taxing authorities regarding nonresident withholding, penalty notices, and related issues. Address ad‑hoc client needs, including analyses of potential tax implications of transactions and life events. Basic Qualifications Certified Public Accountant (CPA). Bachelor’s degree in taxation and/or accounting. 8+ years of experience preferred, with prior individual and trust tax preparation for high‑net‑worth clients. Experience preparing multi‑state tax returns. Proficient with CCH ProSystem FX and/or CCH Axcess, Excel, and Word. Excellent oral and written communication skills. Ability to pursue self‑development and collaborate within a team dynamic. Strong multitasking ability in a fast‑paced environment. Preferred/Desired Qualifications Master’s Degree in Taxation or related field. Benefits Part of one of the largest and fastest‑growing accounting and advisory firms. Flexibility to manage workdays supporting a work/life balance. Culture recognized with multiple "Places to Work" awards. Opportunity to collaborate with diverse clients, from family‑owned businesses to high‑net‑worth individuals. EEO Statement EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. #J-18808-Ljbffr
- ...EisnerAmper LLP is seeking a Senior Tax Manager – Private Client Services in Westwood, MA. This client-facing role involves managing workflow, delivering tax compliance and consulting services for high-net-worth clients. Qualified candidates will have a CPA, a Bachelor...Private clientFlexible hours
$103.6k - $189.7k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management and Insurance. Our... ...professionals providing dedicated tax technical services to... ...facets of hedge fund, private equity fund and mutual...SuggestedSummer holidayWork at officeLocal areaFlexible hours- A national accounting and advisory firm in Kansas City is looking for an experienced tax professional to lead corporate tax projects and manage client relationships. The ideal candidate will have 4-7 years of experience, an active CPA license, and comfort with a hybrid...Suggested
- A leading public accounting firm is seeking an experienced Tax Manager to lead its tax practice. This role offers flexibility through a hybrid work model or fully remote option. Candidates should possess 5+ years in public accounting with a focus on tax and a CPA license...SuggestedRemote job
$76k - $125.3k
...The opportunity PCS is a growing practice... ...demanding tax planning and compliance... ...for a wide range of clients and colleagues. This... ...focusing on service delivery for our clients... ...tax and asset management to deliver comprehensive... ...hedge fund and Private equity K-1s...Private clientWork experience placementSummer holidayLocal areaFlexible hours$95.4k - $180.4k
...Tax Manager RSM's Private Company team is looking for a dynamic Tax Manager to join our expanding Business... ...of what matters most to our clients. Our team of first choice advisors is... ...collaborative team dedicated to excellent client service, and business development:...Private clientWork experience placementInternshipPrivate practiceLocal area$120k - $170k
...Tax Manager / Director(Remote) Full-Time | Competitive Salary + Growth Potential Reports to: CFO About the Company My client is a fast-growing, self-directed retirement account company with over... ...top-tier compliance and client service. With rapid growth projected to continue...Full timeRemote workRelocation package- ...As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and work on... ...has the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line – all with the resources, environment...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and Transaction Services practice is comprised of three... ...competencies focused on advising corporate and private equity clients on all aspects of their capital...Private clientWork experience placementSummer holidayFlexible hours- Overview As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and... ...has the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line - all with the resources,...Work at officeLocal area
- ...ITTS - International Corporate Tax Advisory Senior Manager - FY26 Location: San Jose Other locations... ...International Tax and Transaction Services Senior Manager The opportunity The... ...focused on advising corporate and private equity clients on all aspects of their capital...Private clientWork experience placement
$135k - $170k
...Aon's Private Risk Management Group is hiring for an Associate Regional Director. This is a remote... ...you will help empower results for our clients by delivering innovative and effective... ...(APRM) designs, implements, and services customized personal risk management strategies...Private clientFull timeTemporary workPart timePrivate practiceWork at officeLocal areaRemote work- ...This is an opportunity to step into a client-facing, strategic role where you'll have... ...with a strong background in servicing and managing client relationships who enjoy collaborating... ...Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive...Private client
- ...Surety Account Manager The primary role of the Surety Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service... ...Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive...Private clientWork at office
$118k - $155k
...Job Description Tax Senior Manager Who: A highly skilled CPA, EA, or equivalent-certified... ...planning, and consulting projects for diverse clients, review complex returns, and mentor a... ...values expertise, teamwork, and client service excellence. Salary: $118,000 - $155...Full timeWork at officeImmediate start$100.06k - $162.1k
...and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit industry, you will serve as a key leader in our Tax practice. Alternatively, we...Work experience placementLocal areaRemote workRelocation$91.7k - $168.1k
...Join EY and help to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice is made up... ...professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine...Summer holidayFlexible hours$100k - $171.25k
...Who we are looking for The Client Service Vice President is a client facing role, and acts... ...as the key contact point for our asset manager clients with respect to Why this role... ...incentive plans); and, eligibility for certain tax advantaged savings plans. For a full...Temporary workFlexible hours- AdamsBrown, LLC in Overland Park, Kansas is hiring a Tax Manager who will prepare and review tax returns, mentor staff, and provide excellent client services. The ideal candidate will have 5-7 years in public accounting and a valid CPA license. This role demands strong...Flexible hours
- RSC Insurance Brokerage, Inc. is seeking a Surety Account Manager in Kansas City, Missouri, to manage day-to-day client service for an assigned book of business, focusing on surety bond preparation and invoicing. The ideal candidate must have at least two years of experience...Work at office
- POWERS Insurance and Risk Management is seeking an Experienced Commercial Lines Account Manager... ...accounts. The role involves leading client relationships, executing marketing strategies... ...underwriters to achieve exceptional service outcomes. The ideal candidate should...
$120 - $150 per hour
EY is seeking a Seasonal Tax Manager to join their team in Kansas City. In this role, you will engage in reviewing complex individual tax returns and managing tax compliance for high-net-worth individuals and partnerships. Ideal candidates possess a CPA license and have...Hourly paySeasonal workRemote work- ...Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public accounting firm is seeking... ...opportunity to work with a strong middle-market and high-net-worth client base while playing a key role in mentoring staff, managing...
$129.6k - $194.3k
...can make your mark as the HR Leader, Private Client Services at MMA. Marsh McLennan Agency (MMA... ...Agency (MMA) Private Client Services (PCS) is an insurance brokerage agency that... ...organizational design, role clarity, performance management, career planning and pathing, learning...Private clientMinimum wageLocal areaRemote workNight shift$102.1k - $187k
...to go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting... ...redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants...Summer holidayWork at officeRemote workFlexible hours$120k - $150k
A top locally owned CPA and advisory services firm in Kansas City, MO has engaged with us to find a Tax Manager with experience in various business entities and high net worth clients. Caliber Recruiting Group partners with locally owned CPA and advisory firms that are...Flexible hours$120k - $165k
...Tax Manager - Public Accounting Firm Location: Kansas City, MO Work Style: Hybrid or In-Office Opportunities (flexible... ...engagements, mentor staff, and serve as a trusted advisor to clients. The firm values collaboration, technical excellence, and a modern...Work at officeFlexible hours3 days per week- ...can see yourself delivering excellent service to clients, giving back to our communities and being... ...programs supporting Lockton’s private client and family office segments. This... ...Experience Background in insurance, wealth management, private banking, financial advisory,...Private clientWork at office
$23.8 - $27.65 per hour
...Private Client Advisor Associate Apply locations MO - Kansas City Downtown/Plaza - Kansas City - KC... ...Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private...Private clientHourly payFull timeWork at officeLocal areaShift work- ...J Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...The firm serves a diverse portfolio of clients across industries and is looking for a... ...strategic tax planning and compliance services , identifying opportunities for savings...Full timeRemote workFlexible hours
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