Manager, Business Tax Services - Private Clients
KPMG LLP
KPMG is currently seeking a Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice Mentor, coach and manage team of talented tax professionals Additional responsibilities for Senior Manager: Play a key role in growing KPMGs tax practice, both locally and on a national level Qualifications: Minimum five years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm Bachelor's degree from an accredited college/university Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment Excellent written and verbal communication skills with the ability to evaluate and articulate complex information Additional qualifications for Senior Manager: Minimum eight years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm #J-18808-Ljbffr KPMG LLP
- ...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand,... ...respond to complex business opportunities and... ...currently seeking a Manager or Senior Manager... ...our Business Tax Services practice. Responsibilities... ...in growing KPMG's private client tax...TaxPrivate clientFull timePrivate practiceWork at officeLocal area
- ...with approximately two to five years’ experience to join our Private Clients team. The ideal candidate will have estate planning experience... ...partnerships, LLCs and corporations on estate, income and gift tax planning matters. A solid foundation in gift, estate and income...TaxPrivate client
$155k - $190k
...Daley And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services for high-net-worth individuals, families, trusts,... ...-friendly public accounting environment, with Saturdays during busy season and Summer Fridays. #J-18808-Ljbffr...TaxPrivate clientSummer workFlexible hours$107.16k - $226.32k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges.... ...KPMG is currently seeking a Manager, Business Tax Services - Employee Benefits Compliance...TaxFull timeLocal area- ...team at one of the worlds top tax firms. Enjoy a... ...team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges... ...KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities...TaxFull timeLocal area
- ...advisory firm is looking to add a Private Client Tax Partner to its Boston... ...to accomplished Tax Senior Managers and Tax Directors who are... ...entrepreneurs and privately held business owners and is ready for... ...Strong HNW / Private Client Services tax experience Experience...TaxPrivate clientFor contractorsPrivate practice
- ...region's largest and most sophisticated private wealth practices. We work exclusively out... ...a collegial, high-caliber culture and a client base of high-net-worth individuals, families... ...and estate administration, and related tax planning matters. Strong academic credentials...TaxPrivate clientPrivate practiceWork at officeLocal area
- ...worth individuals, families, business owners, and fiduciaries on sophisticated... ..., trusts, estate and gift tax, and/or estate administration... ...to detail and ability to manage multiple matters effectively.... ...for its sophisticated private client, tax, and corporate practices...TaxPrivate clientFor contractorsWork at office
$170k - $200k
...someone who prefers to focus on client service vs worrying about billable hours or business development? We are a specialized... ...available. If you have a strong tax background, take initiative, and... ...firm leadership to structure and manage a variety of client engagements Lead...TaxPrivate clientLocal areaImmediate start$80k - $90k
...respected firm seeking a Client Operations... ...a hands‑on client service and operations role... ...with Relationship Managers and collaborate across... ...Investment and Tax & Estate Planning... ...of experience in private client operations,... ...operations, learn the business, and take on...TaxPrivate clientWork experience placementWork at officeFlexible hours- ...Advisor We are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and... ...coordinate investment, tax, retirement, and estate... ..., and targeted business development activities.... ...experience in wealth management, private client advisory, or...TaxPrivate client
- ...EisnerAmper Tax Manager At EisnerAmper, we look for individuals who welcome new ideas... ...is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco... ...Participating and actively contributing to new business development activities. Training,...TaxPrivate clientTemporary workLocal area
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts... ...trust and estate administration, wealth transfer strategy, and tax-efficient succession planning . The role offers direct exposure...TaxPrivate clientPrivate practiceRemote work2 days per week- ...Job Title: Tax Manager – Private Client Services (PCS) Locations: Boston, Massachusetts (or SanFrancisco, California) Responsibilities Lead, plan,... ...relationships. Participate and actively contribute to new business development activities. Train, supervise, and mentor...TaxPrivate clientLocal area
$500 per month
...EXPERIENCE The Senior Tax Accountant is... ...for the Director of Tax Services. RESPONSIBILITIES... ...Communicates directly with the clients of the department as... ...the partners of the Private Client Department as is... ...confidentiality. Able to manage multiple...TaxPrivate clientPermanent employmentFull timeWork at officeWork from homeFlexible hours$90k - $100k
Client Advisor - HNW / UHNW Private Clients What if your next sales role wasn't... ...strong relationships into business. You'll work with... ...private banking, wealth management, family offices, legal, tax and other professional... ...management, financial services, executive search,...TaxPrivate client- ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities... ...for clients Working with all types of business entities including corporations,...TaxPrivate clientInterim rolePrivate practice
$190k - $270k
...strategies for high-net-worth clients in a collaborative boutique private client practice. A bit... ...-based litigation and business law firm with a long-... ...client strategy and case management. The firm has built a strong... ...estate, gift, and tax planning strategies. If you...TaxPrivate clientPrivate practiceLocal area$112.68k - $169.02k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm... ...™ recognition for superior client service. BNN was founded to create... ...Noyes is the place for you. Tax Managers are responsible for the... ...a flexible schedule based on business needs Supportive and collaborative...TaxPrivate clientCasual workWork at officeFlexible hours- ...Tax Senior Associate EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our... ...have the flexibility to manage your days in support of... ...family owned, closely held businesses and high net worth...TaxPrivate clientTemporary workLocal area
$120k - $145k
...Tax Manager Opportunity KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the... ...business advisory services to private and publicly-held companies... ...Manager to join our Private Client Services Team on a flexible...TaxPrivate clientFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$133k - $166k
...Solutions Development Manager and Wealth Management... ...department, helping to align business needs, technology... ...professionals, tax specialists, business... ...stakeholders to enhance client service delivery, streamline workflows... ...of confidentiality of private client data....TaxPrivate clientContract workPrivate practice- ...Officer for MassMutual Private Wealth & Trust you... ...trust and personal wealth management accounts for high-net-... ..., concierge-level client service by serving as the primary... ...be inclusive, a strong business acumen, and will show... ...assess estate planning, tax planning, and...TaxPrivate client
$80k - $120k
...specialize in helping our clients navigate the... ...exceptional service to our clients.... ...about you! As a Private Client Advisor, you... ...key driver of new business growth. This is a... ...You will build and manage your own pipeline... ...managers, lawyers, tax advisors, and other...TaxPrivate clientLocal areaFlexible hours$120k - $180k
...the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!... ...presence among professional services organizations. You'll... ...working with extraordinary clients spanning every industry,... ...of your success! The Role Managers in our Private Client Services (PCS)...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$99k - $155k
...and reporting for Private Debt. Private Debt... ...Origination, FP&A, Tax, and Investor... ...dynamic environment and manage competing... ...with private debt clients strongly preferred... ...the needs of the business. OTHER DUTIES For... ...match, family support services (including Bright...TaxPrivate clientWork at office3 days per week$36 - $43 per hour
...leading provider of professional services to the middle market globally,... ...of change, empowering our clients and people to realize their full... ...focuses on a wide range of tax specialty areas including accounting... ...pass-through entity taxation, private client services, and not for...TaxPrivate clientHourly payWork experience placementInternshipLocal area- ...Our client is one of the fastest growing CPA firms in... ...ten staff international tax by hiring a high International Tax Senior Manager. As a Senior Manager in... ...be a an international private client tax professional... ...individuals holding closely held businesses. You would be...TaxPrivate clientWork at officeWork from homeOverseas
$200k
...approach to solving our clients' problems and... ...on providing private‑equity and corporate... ...include engaging with management, advising on... ...integrated due‑diligence services that combine... ...financial accounting and tax services.... ...Director in sales and business development efforts...TaxPrivate clientOdd jobPart timeFlexible hours$72k - $99k
...than 1,700+ lawyers and 1,400 business professionals. We celebrate... ...Coordinator supports the Tax and Private Client practice groups. This role... ...and preference for related service offerings and to help advance... ..., and brand teams Manage execution of marketing tactics...TaxPrivate clientFull timeWork experience placementPrivate practiceWork at office
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