Tax Manager, Family Office | Lead Client Wealth & Planning
CPA Recruiter Online
A leading CPA firm in New York is seeking an experienced Tax Manager for its Family Office Group. The role involves supervising a team, reviewing tax returns, and managing client relationships including tax and estate planning. Candidates must have a CPA and 5 years of experience in a Family Office Group, alongside strong tax knowledge and the ability to prepare and analyze financial statements. This opportunity offers a chance to lead client projects and work closely with various organizations. #J-18808-Ljbffr
$80k - $150k
...DoAre you an experienced tax professional with a... ...for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver... ...relate to individual and wealth planning needs.... ...returnsDemonstrated ability to lead, mentor, and support...SuggestedFull timeContract workWork at office$126.1k - $253k
We are the leading provider of professional... ..., empowering our clients and people to... ....RSM’s dedicated Family Office Enterprise (FOE)... ...are along their wealth journey and assist... ...education, risk management, privacy/data security... ...Exposure to strategic tax planning, business...SuggestedFull timeWork experience placementInternshipWork at officeLocal area- ...Navigate Search is looking for a Tax Manager to support the family office needs of a high-profile NBA player. You will work with high-net-worth individuals and their investments, handling tax planning and compliance across personal income, investment portfolios, business...SuggestedWork at office
$104.6k - $191.6k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...provides specialized tax technical services to... ...structuring, tax planning, and advisory services... ...Summer breaks, Personal/Family Care, and other...SuggestedSummer holidayLocal areaFlexible hours$150k - $175k
...Tax Manager, Family Office (Ptshp & UHNW Tax) Ready to join a Family Office with... ...will also play a key role in planning and implementing new... ...Responsibilities Manage and lead tax compliance functions including... ...to individual and trust clients. Research complex tax issues...SuggestedFull timeWork at office- ...Tax Manager – High Net Worth Individuals About the Opportunity... ...sophisticated, growing multi-family office to hire a Tax Manager to join its tax and wealth planning team. The firm provides comprehensive... ...to work closely with clients and their broader advisory teams...Full timeWork at officeLocal area
- ...We are looking for a Tax Manager to support the family office needs of a high-profile NBA player.Read all the information about this... ...investments. This person will be responsible for tax planning and compliance across the client's personal income, investment portfolios,...Work at office
- ...ECG Resources, Inc. in New York is seeking an experienced Relationship Manager to serve ultra-high-net-worth clients within tax and family office services. The role focuses on tax planning, wealth management, and advisory matters for families with $25MM–$50MM+ in assets...Work at office
- Responsibilities Manage tax reporting and planning and ensuring compliance Implement and oversee the tax plans for HNW clients Prepare the accounting records and tax compliance documents... ...some or all experience dealing with family office/business management clientele The...Hourly payContract workWork at office
- RSM US LLP’s Global Family Enterprise practice provides compliance and consulting... ...or investment entities. The Tax Senior Manager will oversee multiple international... ...Responsibilities include structuring tax planning, liaising with clients, and developing talent within the...Work at office
- A Kforce client, in the New York, New York (NY) office of a regional CPA firm seeks a Tax Manager for their business management/family office practice for their growing commercial tax practice... ...Responsibilities: * Manage tax reporting and planning and ensuring compliance *...Full timeWork at office
$120k - $140k
...Senior Tax Associate – High Net Worth Clients & Family Office Services $120000 - $140000 per year | New York,... ...bit about us: Our client is a leading independent wealth management and family office firm serving... ...management, financial planning, tax advisory, estate planning...Permanent employmentFor contractorsWork at officeLocal areaFlexible hours$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200000 - $260000 per year |... ...nationally recognized wealth management firm... ...sophisticated tax planning strategies while building... ...worth individuals, families, business owners, and family offices. The firm provides...Permanent employmentWork at officeLocal areaFlexible hours$124k - $335k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Asset & Wealth Management Tax Senior Manager... ...role in guiding clients through complex... ...Responsibilities- Leading tax compliance... ...strategic tax planning- Crafting and conveying... ..., personal and family sick leave, and...Full timeH1b$81.9k - $135.1k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...provides specialized tax technical services to... ...structuring, tax planning, and advisory services... ...entrepreneurs to investors and families, you’ll use your...Summer holidayLocal areaFlexible hours$99k - $266k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Asset & Wealth Management Tax Manager, you... ...role in guiding clients through complex... ...are expected to lead with integrity... ...their successful planning, budgeting, execution... ..., personal and family sick leave, and...Full timeH1b$100k - $200k
...ones. Currently, we are looking for a Tax Manager - Office Lead (Principal in Charge) for Numica . Numica... ...firms from scratch, Numica keeps the client relationships, teams, and local... ...matters most — including tax review, planning, advisory, and complex client situations...Work at officeLocal areaWork from homeWorldwideFlexible hours$100k - $135k
...accounting, tax, and advisory firm with offices across the U.... ...value to our clients.Our mission is... ...seeking a Tax Manager to join our... ...compliance, planning, and consulting... ...individuals, families, and closely... ...estate, gift, and wealth transfer... ...relationships and leading...Full timePrivate practiceLocal area3 days per week$127.9k - $291.9k
...Function: Business Tax Services (BTS)... ...a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, Real... ...owners and their families. These clients... ...technical planning and advising of... ...deliverablesAbility to lead projects and... ...client trust officers to gather...Private practiceSummer holidayLocal areaFlexible hours$132.1k - $301.6k
...Function: Business Tax Services (BTS)... ...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and... ...business-owning families, and owners of... ...responsibilities include:Leading the delivery of... ..., succession planning, and governance strategies...Work experience placementSummer holidayLocal areaImmediate startFlexible hours- ...Do Are you an experienced tax professional with a passion... ...service to high-net-worth families and family office clients? As a Senior Manager on our Family Office team,... ...tax, financial, and wealth planning needs. In this role, you'll lead sophisticated tax compliance...Full timeContract workWork at office
$150k - $175k
Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role... ...comprehensive tax compliance and planning services to high-net-worth clients while providing leadership to junior team...Work at officeLocal area- Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory services for high-net-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance...
$106.8k - $145.4k
...Family Office ManagerAt Armanino, you determine your... ...as the primary client liaison, developing... ...client meetings; lead discussions on financial... ..., reporting, and planning needs.Support... ...filings, payroll tax returns, and year-... ...professional growth.Manage team capacity, delegate...Contract workWork at officeLocal area- ...JCW is working with a prestigious single family office on a Tax Manager opening. In this role, you will work closely with the tax team and have... ...K1s for private equity and hedge fund structures Tax Planning Exposure to trusts and estates Requirements for this...Full timeWork at office
$99k - $252.45k
...SummaryThe OpportunityAs a Managed Services - Private Asr - Family Office / Addepar Manager you will guide client service work focused... ...a Manager you will lead teams, coach and... ...applying judgment, planning, and technology to... ...knowledge of private wealth structures, financial...Full timeH1bWork at office$115k - $197.1k
...Boundless Horizons of Tax, Valuation, and... ...with extraordinary clients spanning every industry... ...changes, and lead change effectively;... ...legislative changes, wealth transfer techniques... ...buy/sell agreement planning, etc. The Requirements... ...(and their families) are eligible for medical...Full timeWork experience placementInternshipH1bLocal areaWork visa$141.9k - $284.9k
We are the leading provider of professional... ...change, empowering our clients and people to... ...nowhere like RSM.Our Family Office Global Family... ...are responsible for tax engagements for a... ...international tax planning and compliance, structure... .... As a Tax Senior Manager, you will be...Full timeWork experience placementInternshipWork at officeLocal areaOverseas- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high... ...worth clients. The role oversees tax planning, preparation, and review for... ...managing client engagements. You will lead teams, review work, mentor staff, and...
$100k - $150k
...accounting, tax, and advisory firm with offices across the U.... ...value to our clients.Our mission is... ...our growing Family Office practice... ...will lead the delivery... ...clients, while managing a team and contributing... ...resource planning and workflow... ...family office and wealth management...Full timeWork at officeLocal area3 days per week
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