Tax Manager - Private Client Services
$145k - $175kInsite US
Advance Your Career with a Growing Public Accounting Firm A nationally recognised public accounting and advisory firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting opportunity to work with high-net-worth individuals, family offices, business owners, trusts, estates, and privately held companies, delivering strategic tax solutions and exceptional client service. If you enjoy leading client engagements, mentoring talented professionals, and providing proactive tax planning, this role offers the opportunity to make a meaningful impact while progressing your career within a collaborative and forward-thinking environment. The Role As a Tax Manager, you will oversee a portfolio of private clients, managing tax compliance and advisory engagements from planning through completion. You'll work closely with senior leadership to develop long-term tax strategies while supporting the growth and development of junior team members. Key Responsibilities Manage multiple tax engagements for individuals, closely held businesses, partnerships, corporations, trusts, estates, and family offices. Lead engagements from initial planning through final delivery, ensuring projects are completed on time and within budget. Review complex federal and state tax returns while providing practical planning strategies tailored to each client's objectives. Develop proactive tax-saving opportunities and long-term planning solutions. Conduct technical tax research and advise clients on the impact of new legislation and regulatory changes. Support clients through IRS and state tax examinations, notices, and correspondence. Prepare and review quarterly tax projections and year-end planning strategies. Build and maintain trusted relationships by delivering responsive, high-quality client service. Supervise, mentor, and develop Tax Seniors, Associates, and junior staff through coaching and technical guidance. Collaborate with partners on business development initiatives, client presentations, and proposal opportunities.Contribute to improving internal processes and promoting best practices across the tax department. About You We're looking for an experienced tax professional who brings both technical expertise and strong leadership skills. Ideallly, you'll have: Bachelor's degree in Accounting, Finance, or a related discipline. CPA or Enrolled Agent (EA) qualification. Five or more years of public accounting experience with a strong background in Private Client Services. Experience advising high-net-worth individuals, family offices, trusts, estates, and privately owned businesses. Strong knowledge of federal and state tax compliance and planning. Experience using professional tax software such as CCH Axcess or similar platforms. Excellent analytical, organisational, and project management skills. Outstanding communication and relationship-building abilities. Proven ability to manage multiple client engagements while mentoring and developing team members. What's on Offer Competitive salary ranging from $145,000 to $175,000 , depending on experience. Performance-based bonus opportunities. Hybrid working model with flexibility to support work-life balance. Comprehensive medical, dental, and vision insurance. Employer-sponsored retirement savings plan. Generous paid time off and paid holidays. Enhanced parental leave and family-friendly benefits. Ongoing learning, technical training, and leadership development programmes. Clear opportunities for career progression within a nationally recognised public accounting firm. Inclusive, collaborative culture where innovation, professional development, and client success are highly valued. If you're looking for a leadership role where you can advise sophisticated private clients, develop future talent, and contribute to the continued growth of a respected public accounting firm, we'd welcome your application. #J-18808-Ljbffr
- ...a leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance... ...actionable insights to help clients anticipate what is next... ...to manage all aspects of client engagementsAbility... ...on business needsThe Private Client Services (PCS) Tax...Private clientWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well...Private clientWork at office
- ...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 clientFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
$100k - $150k
...is a top-ranked accounting, tax, and advisory firm with offices... ...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term... ...are seeking an experienced Tax Manager to join our growing Private Client Services practice. This...Private clientFull timePrivate practiceLocal area3 days per week- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at office
$145k - $248.2k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark... ...working with extraordinary clients spanning every industry,... ...your success!The RoleSenior Managers in our Private Client Services (PCS) practice...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Responsibilities Review of tax returns, income tax projections... ...and compliance for clients Oversee and manage the day to day needs of clients... ...Knowledge of hedge fund and private equity K1s Excellent... ...relationships and high-quality client service Outstanding analytical,...Private client
$112k - $150k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...well as other people with complicated tax and financial structures. The Private Client... ..., and life insurance planning. A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...well as other people with complicated tax and financial structures. The Private Client... ..., and life insurance planning. A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at office$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong... ...personalized tax planning and advisory services tailored to individual client needsExplain complex...Private clientWork at officeLocal areaRemote work$140k - $180k
...Job Description Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors... ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientFull timeLocal area$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers... ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientFull time- ...a leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance... ...actionable insights to help clients anticipate what is next... ...preferredAbility to manage deadlines, work on... ...and business needsThe Private Client Services (PCS) Tax...Private client
- ...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... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...CBZ) is a leading professional services advisor to middle-market... ...and expertise in accounting, tax, advisory, benefits, insurance... ...delivers actionable insights to help clients anticipate what is next and... ...equivalent certificationAbility to manage deadlines, work on multiple...Private clientTemporary work
- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates,...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 clientWork experience placementPrivate practiceLocal area
- ...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 clientTemporary workPrivate practiceWork at officeLocal area3 days per week
$127.9k - $291.9k
...1,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...marketplace.EY's FSO EDGE Private practice provides...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$120k - $150k
...Job Description Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting... ...help develop economical tax strategies anywhere. As a Private Client Services Tax Manager based out of either our Columbia, MD or Tysons Corner,...Private clientWork at officeLocal area$103.1k - $188.9k
...8,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...opportunityEY's FSO EDGE Private practice provides...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$120k - $180k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our Boca Raton, FL, Columbia, MD, New York...Private clientFull timeWork at officeLocal area$106.5k - $195.1k
...5,100Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within...Private clientWork experience placementSummer holidayImmediate startFlexible hours- ...Job Description Job Description Tax Manager: UHNW/Private Client Services New York, NY We're looking for an experienced Tax Manager to advise ultra-high-net-worth individuals, families, and investment professionals on complex tax planning and compliance matters...Private clientWork at office3 days per week
$95k - $160k
...in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...Credit, as well as International and Private Client services. This Founders & Tech Executive... ...as a trusted advisor, managing client relationships through proactive...Private clientFull timeLocal area$116.25k - $159.64k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...) provide professional services through an alternative... ...ResponsibilitiesJoin Baker Tilly as a Tax Manager with our New York office!... ...to expand your career in Private Wealth tax and accounting...Private clientFull timeWork at officeLocal areaWorldwide- ...continues to expand our market presence and high-touch service model for high-net-worth customers through our Private Client offering. Join us as a Market Director in New York City and lead a team of Relationship Managers dedicated to delivering best-in-class banking,...Private clientImmediate start
$107.16k - $226.32k
...at one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private Clients - Japanese to join our Business Tax Services practice.Responsibilities...Private clientPrivate practiceLocal area- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...Private client
$204k - $276k
DescriptionKforce's client, a well-established single-family office... ...is seeking a highly skilled Tax Manager to oversee a complex, hands-... ...with external advisors and tax service providers* Identify and... ...tax experience, ideally within private client services, family office...Private clientWork at officeLocal area
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