Tax Strategy Lead — Funds & Client Engagement
Yeah! Global
A leading tax advisory firm in New York is seeking a Tax Manager to oversee U.S. tax compliance for various investment partnerships. The role involves reviewing tax returns, providing strategic tax advice, and ensuring effective team management and client communications. The ideal candidate has over 5 years of experience in U.S. taxation, strong leadership abilities, and proficiency in compliance software. This position offers opportunities to develop client relationships and influence tax strategy. #J-18808-Ljbffr Yeah! Global
- Armanino is seeking a Senior Tax Manager in New York to lead tax compliance and consulting for high-net-worth clients. You will oversee diverse engagements, foster long-term client relationships, and implement tax planning strategies in a collaborative environment. Ideal...TaxFlexible hours
- A full-service accounting firm in New York City is seeking a Tax Senior to manage client engagements and prepare complex tax returns. Responsibilities include reviewing staff-prepared returns, mentoring team members, and interacting with clients for tax-related issues....Tax
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...Tax
- ...Masters, Inc. on Long Island is seeking a Tax Managing Partner to join the leadership... ...over an established book of business, lead engagements, and play a pivotal role in directing the... ...entrepreneurial environment and direct client interaction, without private equity involvement...Tax
- A high-growth public accounting firm is seeking a Tax Manager (CPA) to lead client engagements and support strategic growth. The ideal candidate will have at least 4 years of public accounting experience and expertise in tax regulations. This role offers a hybrid work...Tax
$170k - $210k
A midsize CPA firm is seeking a Tax Supervisor to oversee tax compliance engagements and mentor junior staff. This role includes performing tax planning for clients and acting as the liaison between clients and partners. The firm offers a laid-back atmosphere, competitive...TaxRemote work- Whitecap Search seeks a seasoned tax professional to oversee client engagements, manage compliance and planning initiatives, and lead staff to ensure accurate and timely service. This strategic role serves as a liaison between clients, internal teams, and firm leadership...Tax
- Skillconnectance is seeking an AI Engagement Manager passionate about client success. You will be the primary advisor for clients, ensuring AI implementations are strategic business wins. Your responsibilities include managing the client relationship, translating business...Remote jobFlexible hours
$115k - $125k
LE010 Manning & Napier Advisors, LLC seeks a Portfolio Strategist to represent the firm's investment strategies to clients and prospects. This role involves working closely with sales professionals and requires 7+ years of investment management experience. The ideal candidate...- ...PMG leverages business strategy and transformation, creative... ...With At PMG, our Client Strategy team plays a key... ...with clients, media leads, analytics teams, and creative... ...expectations and engaging with leadership when needed... ...: Enjoy 100% company-funded accounts to promote...For contractorsWork experience placementLocal areaShift work
- KPMG is seeking a Mutual Fund Tax Manager to oversee tax provision work papers for Regulated Investment Companies (RIC) and to lead engagements with elite client service. You will review distributions, tax filings, and presentations while mentoring junior staff. This role...Tax
- ...what matters: judgment, strategy, and outcomes. 1,000+... ...About the Role Legora's Engagement team is scaling fast,... ...Senior Engagement Team Lead, you'll own the performance... ...expand our enterprise client relationships. This is... ...Additional Perks Pre‑tax commuter benefits Life...TaxWork at office
- A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate...TaxPrivate practice
$95.4k - $180.4k
RSM US LLP is seeking a Tax Manager for their Real Estate group in New York City. The role involves mentoring staff, reviewing complex tax returns, and advising clients across real estate industries like REITs and private equity. Candidates must possess a BA/BS in Accounting...Tax- BNY is seeking a Director, Client Executive to join their Securities Finance... ...building and nurturing hedge fund client relationships, leading the engagement process with senior stakeholders,... ...profound understanding of hedge fund strategies, and strong client due diligence...
- MDAEdge seeks a Corporate Tax Manager to join their team in New York. You will manage clients' corporate tax planning and compliance while overseeing tax projects, mentoring your team, and ensuring quality service delivery. The ideal candidate has a Bachelor’s in accounting...TaxRelocation package
- ...Servicing Travel Advisor IV Client Engagement Quality Control Lead Join Valerie Wilson Travel as a Servicing Travel Advisor IV Client Engagement... ...cross-functional partners to execute client engagement strategies that enhance service excellence and brand alignment....Work at office
- ...seeking a Senior Specialist in Workplace Planning & Strategy to develop solutions and lead project engagements focusing on the future of work and occupancy... ...strong organizational skills and the ability to lead client relations. The successful candidate will manage strategic...
- A leading auction house in New York is looking for a Client Strategy professional to enhance client engagement and increase transactions. The role involves developing strategic plans based on client insights, utilizing strong analytical skills, and collaborating with various...
- Join Publicis Media Exchange as a Local Media Client Lead Supervisor in New York, where you'll manage local media strategies for high-profile clients. You'll engage with various media channels, lead a team, and ensure project excellence. The ideal candidate has 5+ years...Local area
$150k
YipitData (Alternative) is seeking a Client Strategy Manager to manage relationships with brand and retail clients. This remote-friendly role requires expertise in client engagement, driving adoption, and ensuring value creation. The ideal candidate will have at least...Remote job$160k - $180k
...Partners, LLC in New York, NY is seeking an Engagement Manager for its Evidence, Value, Access,... ...role involves managing project teams, client relations, and new business development... ..., a bachelor’s degree, and skills in strategy, planning, and analysis. Offering a competitive...- Veeva Systems, Inc. is seeking a Client Services expert to drive innovative strategies and manage key client relationships within their Veeva Ostro team. You will leverage AI technology to enhance brand engagement in the life sciences industry and help shape healthcare...
- Messika is seeking a US Client activations manager based in New York to drive client engagement and loyalty across the US retail network... ...will implement clienteling strategies, elevate in-store experiences... .... Your role will involve leading clienteling initiatives, leveraging...
- ...success, PMG leverages business strategy and transformation, creative,... ...Be Working With At PMG, our Client Strategy team plays a key role... ...ll partner with clients, media leads, analytics teams, and creative... ...Accounts : Enjoy 100% company-funded accounts to promote healthy habits...Contract workFor contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workRelocationVisa sponsorshipShift work
$170k - $220k
...Ambit is looking for a strategic, execution‑minded Engagement Lead to join our growing life sciences consulting... ...In this role, you’ll take the lead on complex client engagements, focusing on high‑impact commercial strategy work for biopharma and rare disease innovators....Full timeWork at officeFlexible hours3 days per week- New Breed is seeking a Web Strategist to lead client website projects from discovery to execution. This remote role involves crafting strategies that drive engagement and measurable performance. Responsibilities include conducting website audits, developing wireframes,...Remote jobFlexible hours
- Cotiviti is seeking a VP, Client Engagement for developing and executing growth strategies within their top customer tier. Key responsibilities include maintaining client relationships, advocating for clients, and ensuring customer satisfaction through effective communication...
- Anchin is seeking a Tax Partner in Real Estate in New York, hybrid role within the Tax and Real Estate department. You will lead tax engagements, mentor professionals, and drive client relationships while ensuring compliance with applicable laws. The ideal candidate has...Tax
$125k - $200k
...Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with a...TaxFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Strategy Lead — Funds & Client Engagement. Be the first to apply!
