Tax Senior Manager, Private Client & Family Office Services
BDO USA
Overview JOB DESCRIPTION The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Job Summary The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Additionally, in this role, PCS-FOS Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. #J-18808-Ljbffr BDO USA
- BDO USA is searching for a Tax Senior Manager in Omaha, Nebraska, to lead within the Private Client & Family Office Services group. This role involves providing exceptional client service and supervising a team, while also building a robust practice. The ideal candidate...Work at officeSeniorPrivate client
- ...NEWork Arrangement: In-office or Hybrid Typical Day... ...LifeA typical day as a Tax Senior Manager in Omaha, NE might... ...types of tax returns for clients in industries such as... ...value into professional service.Manages client billing... ...that put your family's needs first. Hear what...Work at officeSeniorLocal areaVisa sponsorship
$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...individuals, their families, family offices, C‑Suite executives,... ...with complicated tax and financial... ...JOB SUMMARY A Tax Managing Director, Private Client... ...Supervise associates, senior associates and managers...Work at officePrivate clientPrivate practice$124.5k - $217.8k
...looking to add another Project Manager to assist with large... ...projects. We have an inclusive, family oriented, small company... ...associated with our Omaha, NE office, you’ll have the chance to... ...transportation aspects for municipal, private, and state clients. As a Project Manager you’...Work at officeSeniorPrivate clientFull timeLocal areaRemote work$84k - $110k
Job Summary Private Client Services at BDO is a boutique practice... ...worth individuals, families, family offices, C‑suite executives... ...with complicated tax and financial... ...insurance planning. A Tax Senior in Private Client... ..., time‑management, leadership, technical...Work at officeSeniorPrivate client$160k - $210k
Fully Remote Senior Tax Manager - Trusts and Estates This range is provided by Jobot. Your actual... ...dynamic growing accounting firm, shape client success, and lead with expertise. Apply... ...tax preparation software and Microsoft Office Suite. Jobot is an Equal Opportunity Employer...Work at officeSeniorRemote jobSummer workLocal areaFlexible hours$90k - $115k
...Description Job Description Senior Tax Manager – ATAX Omaha Location:... ...: In-Person (Omaha-based office) Join ATAX Omaha as a Senior... ...area to support our growing client base. This role is based out... ...delivering high-quality tax services while supporting staff and...Work at officeSeniorFull timeLocal areaFlexible hours- ...application process. Sr. Relationship Manager Regular Full-Time Officer NE - 3 Pacific, Omaha, NE, US JOB... ...is responsible for developing and servicing banking relationships with both new... ...involving commercial lending, private client services, wealth management, mortgage...Work at officeSeniorPrivate clientFull timeLocal area
- A leading accounting firm seeks a Tax Senior in Private Client Services in Omaha, NE. The role involves preparing complex tax returns, analyzing tax notices, and delivering consulting services to high-net-worth clients. Candidates should have a strong educational background...SeniorPrivate client
- ...complex projects and solving challenges for clients. More than 14,000 professionals,... ..., scientists, planners and construction managers, in over 200 locations worldwide, pool their... ...traditional A/E/C firms.We are seeking a Senior Tax Manager who will be responsible for all...SeniorLocal areaWorldwideShift work
$100.35k - $205k
...experienced federal tax professional... ...s Business Tax Services—Federal Tax... ...’ll DoAs a Tax Manager within the Business... ...midsize clients across industries... ...helps public and private companies integrate... .../primary office if eligible to... ...level employees to senior leaders, we believe...Work at officeLocal areaVisa sponsorship$120k - $240.9k
...of professional services to the middle... ...empowering our clients and people to realize... ...like RSM.Tax Controversy/IRS... ...missed election private letter ruling requests... ...Tax (WNT) office advise clients... ...trainings. Manage multiple projects... ...origin; ancestry; familial or marital...Work at officeFull timeWork experience placementInternshipLocal area- ...NEWork Arrangement: In-office or Hybrid Typical... ...typical day as a Tax Manager in Omaha, NE might... ...tax returns for clients in various types... ...into professional service.Participates in the... ...to Associate and Senior Associate level staff... ...that put your family's needs first. Hear...Work at officeLocal areaVisa sponsorship
- ...}tr th { }The Payroll Senior Manager will lead global payroll... ...Payroll, US Payroll Tax, International Payrolls... ...excellent customer service to internal and external... ...Proficient in Microsoft Office applications.•... ...connects us closer to the clients and communities we serve...Work at officeSeniorPermanent employmentLocal area
- ...Security National Bank in Omaha, NE seeks a Sr. Relationship Manager to develop and service banking relationships with commercial loan customers.... ...regulatory compliance, and collaborate across lending, private client services, wealth management, mortgage lending, and...SeniorPrivate clientFull time
$100k - $189.2k
...provider of professional services to the middle... ..., empowering our clients and people to... ...also work on excise tax technical issues and... ...Responsibilities Manage collaborative team... ...residence or primary office; active Enrolled... ...origin; ancestry; familial or marital status;...Work at officeFull timeWork experience placementInternshipLocal area- ...Tax ManagerLutz is a business solutions... ...and compliance services in Accounting,... ...most to our clients and team... ...From working with family-owned businesses... ...impact.As a Tax Manager, you will:Oversee... ...staff and senior accountants by... ...deadlinesProficiency in Microsoft Office, especially...Work at officeTemporary workLocal area
- ...Corporate Tax Manager - Admired Organization - HEMPHILL EXCLUSIVE! Hemphill has been engaged by a large, profitable, and well-established... ...respect, and a positive, can-do attitude. Enjoy a modern office environment, a high-caliber team, an impressive benefits package...Work at office
- ...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand, analyze... ...seeking a Manager to join our Business Tax Services practice. Responsibilities... ...in growing KPMG's private client tax practice... ...worth individuals and Family Offices Serve as the...Work at officePrivate clientPrivate practiceLocal area
- ...A healthcare organization in Omaha, NE, is seeking a Business Office staff member to enhance operational efficiency and provide support to teams. This role requires at least 2 years of experience in healthcare reimbursement, familiarity with coding, and effective communication...Work at officeSenior
- ...one of the worlds top tax firms. Enjoy a... ...helping high-profile clients understand, analyze,... ...currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice. Responsibilities... ...trusted advisor to family offices on strategic, operational...Work at officeSeniorLocal area
$100.35k - $205k
...creative federal tax professional... ...and consulting services to large global... ...and securities clients? If you answered... ...ll Do As a Tax Manager within the Financial... ...for public and private companies and... .../primary office if eligible to... ...level employees to senior leaders, we believe...Work at office- A payroll management firm in Omaha, Nebraska is seeking an experienced Payroll Manager to oversee the corporate payroll function, manage... ...management role. Proficiency in payroll systems and Microsoft Office, particularly Excel, is essential. Strong analytical, organizational...Work at officeSeniorFull time
- IAT Insurance Group seeks a Management Liability Claims Specialist to handle EPL, D&O, fiduciary, and crime claims for private and nonprofit clients. This role is located in an IAT office with a hybrid schedule, working in the office Monday-Wednesday and remotely on Thursday...Work at officePrivate clientRemote work
$75k - $95k
...Job Description Job Description Senior Tax Accountant / Tax Manager Transition from Public Accounting to a Better Long-Term Career Location... ...be the career move you've been looking for. Our client is one of Omaha's fastest-growing wealth management firms...SeniorRemote workFlexible hours- ...the lives of our clients, our communities,... ...opening for a Proposal Manager, Justice+Civic. We... ...between office time and work from... ...leaders, and creative services) to leverage business... ...relevant messaging for private clients including... ...manage up' to get senior-level individuals...Work at officePrivate clientWork from homeVisa sponsorshipWork visa
$85k - $90k
...partnering with a well established tax and wealth management organization seeking a Tax... ...tax processing and front office functions. This is not a... ...front desk coverage and service standards across locations... ...intake, assembly, delivery, and client support Support...Work at officeWork from homeMonday to Friday- ...IAWork Arrangement: In-office or Hybrid A Day in the LifeAs a Tax Manager you will be... ...for working with clients and assist them with... ...Wealth Transition Services team on various projects... ...entities and private foundations.You excel... ...that put your family's needs first. Hear...Work at officeLocal areaVisa sponsorship
- A leading recruitment agency is seeking a Senior Internal Auditor for its Omaha, NE office. The ideal candidate will have a Bachelor's degree and over 4 years of auditing experience. Responsibilities include performing audits, evaluating risks and controls, and making...Work at officeSeniorRemote jobLocal area
$94.5k - $189k
A Tax Experienced Manager, State and Local Tax, is responsible for advising clients on tax implications, recommending courses... ...technical client service to multi‑state companies... ...of SALT Managers, Senior Associates, and... ...Proficient in Microsoft Office Suite, especially...Work at officeLocal area
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