Tax Manager, Private Client Group - High-Net-Worth
$140k - $180kPhaxis
Phaxis, a New York City based CPA and Consulting firm, seeks a Tax Manager for its Private Client Group. This role, based in Boca Raton or New York City, involves providing expert tax advice to high-net-worth individuals, managing client relationships, and overseeing a team of tax professionals. Ideal candidates have 5+ years in tax consulting, strong knowledge of tax laws, and excellent communication skills. Competitive salary offered in the range of $140k to $180k based on experience. #J-18808-Ljbffr Phaxis
$140k - $180k
...a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position can be in Boca Raton... ...responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include...Private clientHigh net worthLocal area$85k - $100k
Title Private Client Group Supervisor - Personal Lines Work Mode Fully remote for candidates able... ...hours. Experience Quoting & Binding High Net Worth or Private Client Group Personal... ...goals. Key Responsibilities Account Management: Manage a small book of business while...Private clientHigh net worthWork at officeRemote workShift work$115k - $142k
Title: Tax Supervisor, Private Client Group Department: Tax, Private Client Group Supervises... ...consulting and business management services from tax... ...Position We are seeking a highly skilled and motivated Tax... ...providing tax services to high-net-worth individuals, trusts,...Private clientHigh net worthFull timePrivate practiceWork at officeLocal area$130k - $170k
Tax Manager, Client Accounting & Advisory Services (CAAS) We have a new role... ...on tax work for private and public businesses. Perform... ...Corporations, S‑Corporations, high‑net‑worth individuals, trusts, and estate... ...options available #J-18808-Ljbffr Caliber Recruiting GroupHigh net worthFull timeRemote work$115k - $142k
...with a presence in Florida, is seeking a Tax Supervisor for its Private Client Group. This full-time role will involve managing client relationships, overseeing tax compliance... ...and providing strategic tax planning for high-net-worth clients. The ideal candidate should have a...Private clientHigh net worthFull time- ...Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: Deerfield... ...lines account manager to respond to client calls about policy changes, updates and... ...strongly preferred. Experience with high net worth clients is a plus All inquiries will...Private clientHigh net worth
$130k - $170k
Caliber Recruiting Group is looking for a Tax Manager in Boca Raton, Florida. The ideal candidate will leverage their skills in tax planning and... ...services for various entities including partnerships and high-net-worth individuals. The role requires a Bachelor's Degree in...High net worthRemote job$130k - $170k
...services. Services include Tax prep and review for C-... ...to work with amazing clients on tax planning and... ...strategies and having a strong management perspective as far as tax work for private and public businesses.... ..., C Corps, S Corps, High Net Worth -individuals, as well...High net worthFull timeRemote work- HNW Senior Tax Manager - Hybrid 120000 - 160000 per year | Fort Lauderdale... ...entrepreneurial spirit. Our group is a leader in technology-... ...plans, a strong pipeline of clients, and opportunities to... ...a Tax Senior Manager in our High-Net-Worth Tax practice, you will work...High net worthPermanent employmentLocal areaFlexible hours
- Job Description Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure... ...R&D Tax Credit, as well as International and Private Client services. As a Private Client Services Tax Manager based out of our Boca Raton, FL office , you’...Private clientWork at officeLocal area
$72.88k - $109.32k
...share of the affluent and High Net Worth segment with financial... ...needs of the client and offer solutions through... ...Partners, Relationship Manager, etc.) Organize... ...the role. Insurance Group 1 required. Must meet... ...experience Job Family Group Private Client Coverage Job...Private clientHigh net worthFull timeWork at office$157.2k
...Description & Requirements The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with... ...integrates wealth management, tax planning, and family office... .... Benefits may include group health plan benefits, 401(K)...Private clientHigh net worthHourly payWork at officeFlexible hours- ...Tax Manager (High Net Worth & LLC's) Join our progressive public accounting firm as a Tax Manager. You will lead tax strategy for High-Net-Worth... ...planning and wealth preservation strategies. Manage client relationships: Act as the primary advisor for sophisticated...High net worthWork at officeRemote workWork from home
- ...Search is looking for an experienced Private Client International Tax and Estate Planning Associate /... ...estate planning, focusing on advising high-net-worth families. The role includes... ...developing estate planning solutions, and managing complex international issues. A hybrid...Private clientHigh net worthRemote work
- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate /... ...planning, with a focus on advising high‑net‑worth international families and their... ...efficient restructuring solutions. Manage complex international planning matters...Private clientHigh net worthRemote work
- ...thousands of close, caring, supportive client relationships.Growth requires talent, so... ...entrepreneurs, owners working with high-net-worth individuals and those who are owners of... ...yourself joining the HBK Family as our newest Tax Manager.QUALIFICATIONS4 + years previous public...High net worthTemporary workLocal areaFlexible hoursNight shift
$225k - $250k
...Job Description Tax Manager (Real Estate OR High-Net-Worth/Trusts) Compensation: $225,000-$250,000 Location: Fully Remote (Must live... ...bonus Profit sharing (approx. 50% of profits from clients you source) If this sounds like the...High net worthRemote work- Insurance Office of America is seeking a Private Client Group Supervisor for Personal Lines. The role oversees daily operations of a small book of business and leads a team to deliver exceptional client service. The ideal candidate has 7+ years in insurance, 4+ years in...Private clientRemote jobWork at office
- The Private Client Group Supervisor at Insurance Office of America oversees daily operations of the Private Client Group, maintains a small book of business, and ensures exceptional client service. The role drives operating efficiency, team performance, and service excellence...Private clientRemote jobWork at office
- ...professional with a Bachelor's degree and CPA certification to drive client development and business planning. The candidate must have 8... ...leadership and communication skills. Responsibilities include managing client relationships, ensuring quality standards, and expanding...Private client
$65k - $80k
...providing expertise across risk management, property & casualty,... ..., specialty programs, and private client services. We offer an... ...professional advises a diverse group of clients—including RIAs,... ..., private equity firms, high and ultra-high-net-worth individuals, and corporations...Private clientHigh net worthHourly payWork experience placementWork at office$220k - $320k
...Job Description Tax, Trusts & Estates... ...firm known for its client-focused approach collaborative... ...team advising high-net-worth individuals... ...ideal for a seasoned private client attorney... ...litigation practice groups on multi-... ...communication and time management skills with the ability...Private clientHigh net worthWork at office- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate in... ...trust administration matters. Engage in high-net-worth trust and estate planning. Collaborate... ...Knowledge of Florida state and federal tax laws. Interest in community involvement...Private clientHigh net worthRemote work
- ...Duties Expand revenue of existing clients Responsible for short-term... ...to their individual practice Manager practice effectively meeting... ...internally and externally Proven high level of business integrity,... ...and expertise in accounting, tax, advisory, benefits, insurance...Private clientTemporary work
- Withum’s Private Client Services Tax team in Boca Raton, FL is seeking a Tax Manager to lead engagements, supervise staff, and build client relationships. You will work alongside... ...seasoned CPAs and industry leaders to ensure high-quality tax services. You will review returns,...Private client
- Private Wealth Associate - The Lerner Group 5200 Town Center Cir, Boca Raton, FL 33486, USA Job Description... ...better serve their wealth management clients. Clients we serve include high net worth individuals, foundations,... ...Benefits (FSA, Pre-tax transportation, HSA Employer...High net worthPermanent employmentWork at officeLocal areaFlexible hours
- ...What we seek: Results-driven Tax Director with extensive experience leading complex... ...environments. Proven expertise in managing corporate, partnership, and individual... ...tax matters for closely held businesses, high-net-worth clients, and multi-entity organizations. Skilled...High net worth
- A leading professional services firm in Boca Raton, FL is searching for a client advisor with significant experience in public accounting. The role encompasses managing client engagements, staff supervision, and ensuring quality control. A Master's degree in Accounting...
- ...Eisenberg, Gelber GPKLEG in Boca Raton, Florida, is seeking a highly motivated Tax Manager. This role focuses on improving tax efficiencies, ensuring... ...Responsibilities include reviewing tax returns, managing client relationships, and completing engagements with the highest...
$120k - $145k
...Tax Manager with Stable Quality Focused CPA Firm! This Jobot Job is hosted by: Henry Chung... ...prides themselves in top quality for our clients Why join us? We offer great Work / Life... ...to 1031 exchanges, S Corps, and high net worth individuals. Conduct complex tax research...High net worthPermanent employmentWork at officeLocal area
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