Private Client Tax Partner - High Net Worth
C010 Cherry Bekaert Advisory LLC
C010 Cherry Bekaert Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring their financial goals are met with expertise. The ideal candidate will have an active CPA license, substantial experience in private client taxation, and demonstrated leadership skills. The role offers a collaborative environment with an emphasis on professional development and community engagement. #J-18808-Ljbffr C010 Cherry Bekaert Advisory LLC
$220k - $250k
...Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary... ...administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider this...TaxPrivate clientHigh net worthWork at office- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...TaxPrivate clientHigh net worth
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...TaxPrivate clientHigh net worthFlexible hours
$120k - $127k
BDO USA, LLP is seeking a Tax Manager for Private Client Services in Boston, Massachusetts. This role involves providing tax compliance and consulting services to high net-worth clients, utilizing strong communication, leadership, and technical skills. Candidates should...TaxPrivate clientHigh net worth$250k - $300k
...seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. The ideal... ...in estate planning, particularly with high net worth individuals and businesses. Responsibilities... ...plans, managing trusts, and providing tax planning advice. Strong communication...TaxPrivate clientHigh net worthPrivate practice- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...TaxPrivate clientHigh net worth
$250k - $300k
...Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. Candidates should... ...3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters. The ideal applicant will...TaxPrivate clientHigh net worthPrivate practice- ...boutique law practice in Needham, Massachusetts, is seeking a Tax Manager specialized in high net worth individuals. This role involves managing 1040... ...and strategic planning while building relationships with clients. The ideal candidate will have at least 3 years of experience...TaxPrivate clientHigh net worth
$115k - $160k
...an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring... ..., while also providing expert advice to clients on complex international tax matters. Candidates...TaxPrivate clientHigh net worthRemote job$220k - $250k
...Estates Associate (4+ years) to join its Private Client department in their Boston office. The... ...trust administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider this...TaxPrivate clientHigh net worthWork at officeRemote work2 days per week$106.06k - $159.14k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm... ...™ recognition for superior client service. BNN was founded to create... ...Requirements Dedicated to high-caliber client service Supervise... ...and planning services to high net worth individuals and family groups...TaxPrivate clientHigh net worthCasual workWork at officeFlexible hours- George William Consulting is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. This role offers the chance to work with high-net-worth individuals and engage in complex tax compliance and advisory projects. The ideal candidate will have...TaxPrivate clientHigh net worthFlexible hours
- We Are Legal Revolution in Boston is seeking a private client attorney with a strong background in trusts & estates and estate tax planning. This position offers sophisticated work with high-net-worth individuals and a real opportunity for partnership progression within...TaxPrivate clientHigh net worth
$175k
One of New England’s most established private client platforms; a firm with more than 200 years... ...market, advising generations of high-net-worth families, business owners, fiduciaries,... ...estate planning, wealth preservation, tax strategy, and trust administration matters...TaxPrivate clientHigh net worthPrivate practice- Private Client Associate Hemenway & Barnes LLP is seeking a dedicated mid‑level Associate for... ...will have a strong background in serving high‑net‑worth individuals and families.... ...and estates, wealth transfer strategies, tax planning and gift transfers. Strong drafting...TaxPrivate clientHigh net worth
$185k
...Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership.... ...years) to join its growing private client practice in Boston.... ...Advise clients on estate, tax, and wealth transfer planning... ...business clients Collegial, partner-accessible environment with...TaxPrivate clientHigh net worthPrivate practice- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role involves providing... ...financial, gift, estate, and income tax issues for high net‑worth individuals and related businesses. The ideal...TaxPrivate clientHigh net worthPrivate practiceLocal areaFlexible hours
- Job Description Our High Net Worth practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi... ...make use of some of the most sophisticated tax planning structures to minimize income, gift...TaxPrivate clientHigh net worthWork at office3 days per week
- ...person firm provides assurance, tax, and business advisory services to private and publicly‑held companies... ...Supervisor to join our Private Client Services team in our Boston office... ...advising of clients that include high‑profile, high net worth individuals and families, as...TaxPrivate clientHigh net worthWork experience placementWork at officeFlexible hours
$95k - $125k
...culture — not just promises on paper? One of our clients is seeking a Tax Supervisor to join their Private Client Services team in Boston, MA. Why This... ...in Boston, MA. Opportunity to work with high-profile, high-net-worth individuals and families. Exposure to complex...TaxPrivate clientHigh net worthFlexible hours$150k - $300k
...Harrison Gray Search has partnered with a highly respected family... ...Established in 2006, our client advises a select,... ...group of ultra-high-net-worth individuals, family offices... ..., planning, tax, and service teams, and... ...management, family office, private client advisory,...TaxPrivate clientHigh net worthFull timeWork at officeAfternoon shift- Tax Manager, Private Client (High Net Worth) We are located near the Needham, Mass area and we are a boutique law practice. We greatly value a healthy work-life balance and professional growth. We have excellent tenure and a fantastic company culture. Position Overview...TaxPrivate clientHigh net worthPrivate practiceWork at office
$130k - $170k
...seeking an experienced Tax Manager that has ambitions of becoming a Partner, and potentially even an... ...service to our clients since 1986. Most of our... ...compliance and planning for High‑Net‑Worth Individuals. Our team of... ...International Tax Experience with Private Equity Clients Strong...TaxPrivate clientHigh net worthWork at officeRemote workFlexible hours2 days per week1 day per week$250k - $300k
...to apply. Our nationally recognized Private Clients lawyers partner with individuals, families and... ...geared to protect our clients, minimize taxes and preserve business and wealth through... ...experience in estate planning for high net worth clients, representing individuals,...TaxPrivate clientHigh net worthWork experience placementPrivate practiceWork at office- ...goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is... ...owned, closely held businesses and high net worth individuals with the solutions... ...nearly 4,500 employees including 450 partners across the world. We combine...TaxPrivate clientHigh net worthTemporary workLocal area
$100k - $125k
...About the Opportunity A leading private client services practice is seeking an experienced... ...teams, supporting attorneys and high-net-worth clients through complex estate and trust... ...documentation Familiarity with estate tax preparation , fiduciary tax matters...TaxPrivate clientHigh net worthFull timeTemporary workPrivate practiceWork at officeRemote workMonday to Friday2 days per week$115k - $160k
...role, you will deliver top-tier international tax compliance and consulting services, with a primary focus on our Private Client group. You will leverage your technical... ...Primary focus on our Private Client Group for High Net Worth individuals **This is a primarily remote...TaxPrivate clientHigh net worthRemote workFlexible hours$181.5k - $246.8k
...Office Services team within the Private Client Practice. The role focuses... ...and strategy for the team, partner with client leads, and... ...tailor offerings for ultra‑high‑net‑worth families; ensure exceptional... ...external service providers (tax, legal, trusteeship, accounting...TaxPrivate clientHigh net worthPrivate practiceWork at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives... ...people with complicated tax and financial structures....TaxPrivate clientHigh net worthPrivate practiceWork at office$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice provides estate, income...TaxPrivate clientHigh net worthWork at office
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