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
- 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 areaRemote work
$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
$115k - $197.1k
...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...The RoleManagers in our Private Client Services (PCS) practice... ..., Trusts and Estates.Managers can expect to:Engage in...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...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. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$100k - $135k
...A premier accounting, tax, and advisory organization... ..., and consulting services to high-net-worth individuals... ...technical excellence, client service, professional... ...including hedge fund and private equity professionals.... ...closely with fund CFOs and management companies regarding tax...Private clientLocal areaFlexible hours$100k - $135k
...Tax Manager – Private Client Services $100000 - $135000 per year | New York, NY | On-site | Permanent Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid...Private clientPermanent employmentLocal areaFlexible hours$98.5k - $164k
...C. / New York, NYTax - Tax /Full Time /HybridWork... ...industries, Aprio ensures clients are prepared for... ...with Aprio.Join Aprio's Private Client Tax team and you... ...firm looking for a Tax Manager to join their dynamic team... ...planning.Providing consulting services to clients on various...Private clientFull timeWork at officeLocal areaRemote workFlexible hours$70k - $100k
...landscaping and nursery industry, and use this knowledge to help customers make informed decisions. 5. Provide excellent customer service, resolving any issues in a timely and professional manner. 6. Assist with the planning and execution of landscaping projects,...Private clientLocal area- Job Description Job Description A CPA firm is currently seeking a Senior Tax Preparer who has significant experience with Form 1120.Private client
$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- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...Private clientPrivate practice
$140k - $180k
...Job Description Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises:... ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientFull timeLocal area- ...Review tax projections, tax workpapers, and tax returns, specifically... ...tax returns Oversee and manage the tax return process,... ...opportunities for new or expanded client services Lead and manage... ...proactive client service Serve private clients, family-owned businesses...Private clientWork experience placementPrivate practice
- ...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
- ...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
- 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
$140k - $200k
...A well-established regional CPA firm based in Woodbury, NY is seeking a Tax Manager with international tax expertise to serve as a subject-matter expert within its broader Private Client Services group. This is a hands-on role supporting sophisticated high-net-worth individuals...Private client$105.38k - $215.38k
...Summary Are you a tax professional who enjoys... ...? If so, this Tax Manager opportunity within Deloitte... ...our Individual Tax Services - High Net Worth group,... ...when needed.Build strong client relationships through clear... ...-worth individuals or private clients.Strong client...Private clientWork at officeLocal area$160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises... ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis...Private clientFull time- ...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
$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$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 - $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$22 - $23 per hour
...open invoices. · Reconcile accounts receivable transactions. · Analyze customer aging reports. · Work with customers, customer service and sales representatives on billing or payment discrepancies. · Perform collection activities. · Interface with customer...Private clientHourly payWork experience placementLocal areaFlexible hours$100k - $135k
...Power 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 Tax Supervisor role will... ...client relationships Ability to manage multiple engagements and competing projects...Private clientFull timeWork at officeLocal area$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
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