HNW Tax Manager — Client Relationships Lead
Mercer Advisors
Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses. You will mentor a team of Tax professionals, stay current on tax law changes, and communicate effectively with clients and wealth advisors in a fast-paced environment. Strong public accounting background and CPA/EA are required. #J-18808-Ljbffr Mercer Advisors
- Sivadconsulting in Columbus, OH seeks a Senior Tax Manager to lead tax compliance and consulting engagements for a diverse client base. You will manage planning, reviews, and client relationships while mentoring staff and driving firm growth. The role requires a CPA or...SuggestedLocal area
- ...they become available. The Private Client Services (PCS) Manager will provide tax and consulting services to high... ...PCS Manager will maintain client relationships, assist the firm’s leadership in identifying... ...of financial information and lead client and internal meetings....High net worthWork experience placementCasual workLocal areaWeekend workAfternoon shift
$112k - $150k
Private Client Services at BDO is a boutique practice within our... ...other people with complicated tax and financial structures. The... ...planning. Job Summary A Tax Manager, Private Client Services is responsible... ...and training Builds new relationships and maintains existing...High net worthPrivate practiceWork at office- ...in Columbus, OH seeks an SVP, Senior Relationship Banker to lead the Relationship Banking team and drive... ...discipline while nurturing high-net-worth client relationships for holistic financial solutions. You’ll guide production, manage a portfolio, and collaborate with...High net worth
- BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will manage engagements, review complex returns, and interact with clients and their advisors to gather information for returns. The role...High net worth
$127.7k - $269.3k
...our DNA across our audit, tax, and consulting groups. That... ...highly accomplished Senior Tax Manager to join our Lead Tax Services team. This... ...thrives on leading multiple client service teams, managing... ...building long‑term client relationships and driving excellence in service...Work at officeLocal areaRemote workWorldwide- ...Tax ManagerA growing public accounting and advisory firm is seeking a Tax Manager to join its Columbus-area office. This role is ideal... ...professional who enjoys building client relationships, developing staff, and... ...services when appropriate.Lead client engagements from planning...High net worthWork at office
- Tax Manager - Lead Tax Services As a Tax Manager in Lead Tax Services , you will play a critical... ...innovative tax solutions to clients across industries. This position requires... ...leadership and ability to build client relationships Our Benefits Your exceptional people...Local area
- ...Tax Manager - High Net Worth & Private Client Services Location: Columbus, Ohio Lead. Advise. Grow. Our client, a well-established and highly respected public accounting... ...firm that values innovation and client relationships, we'd like to hear from you. Key...High net worthWork at office
- Public Tax Manager Who: A CPA-certified tax professional with at least... ...oversees workflows and deliverables, leads staff development, and serves as the primary client contact. When: Full-time... ..., and building strong client relationships. Ideal candidates thrive in a dynamic...High net worthFull timeWork at officeImmediate start
- ...Public Tax ManagerA CPA-certified tax professional... ...in a managerial role. Manages complex tax compliance... ...workflows and deliverables, leads staff development, and serves as the primary client contact. Full-time... ...building strong client relationships. Ideal candidates thrive...High net worthFull timeWork at officeImmediate start
- ...financial services firm in Columbus, Ohio, is seeking a PCS Manager to provide tax and consulting services to high net worth individuals... ...requires managing complex tax engagements, maintaining client relationships, and overseeing teams. Candidates should have a Bachelor...High net worth
- ...Job Description Job Description Job Title: Private Client Services Tax Manager Position Overview We are seeking an experienced Private... ..., ensure timely compliance, and build lasting client relationships. Driving firm initiatives in profitability, practice growth...High net worthSeasonal workLocal areaAfternoon shift
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship growth, client education, and leveraging technology to...High net worth
$105.38k - $215.38k
...you a delivery-focused tax leader who thrives on individual... ...to interact with clients on their personal tax matters... ...so, this Tax Delivery Manager role in Global Employer... ...of High Net Worth (HNW) individual compliance engagements... ...regulatory requirements.Lead and collaborate with...High net worthWork at officeLocal area- ...fits. What You'll Do Manage and prepare federal and state returns, including Gift Tax (Form 709), Fiduciary Income... ...planning and consulting to clients and their advisors on estate,... ...administrative team supporting your client relationships Opportunities for...High net worthFull timeSecond jobWork at officeLocal areaFlexible hours
- ...delivering comprehensive tax compliance, fiduciary... ...services to a diverse client base, including high-net... ...hours during tax season, leading to a lighter summer... ...Preparation & Compliance: Manage and prepare federal and... ...your work and client relationships. #J-18808-Ljbffr Nichols...High net worthSummer workWork at officeLocal area
- A leading IT consulting firm is seeking an experienced Information Technology Business Relationship Manager to steer strategic technology initiatives. You will drive alignment between business goals and technical execution, oversee vendor relationships, and manage contracts...Full time
$116k - $216k
...Bank (KPB) is dedicated to serving our clients' financial needs through expert advice... ...and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise... ...client achieve their financial goals. Leads, coordinates, and assembles the...High net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- A recruiting firm is seeking a Senior Tax Manager in Columbus, OH, to lead tax planning and compliance for a dynamic organization. The ideal candidate will oversee compliance, manage audits, and provide strategic guidance to business leaders. Applicants should have a CPA...
- Louis Vuitton in Columbus is seeking a Team Manager to lead and mentor a team, build client relationships, and drive sales while delivering the highest level of client experience. You will coach staff, develop tailored training plans, and execute action plans to boost business...
- Key Private Bank, a part of KeyCorp, is seeking a Senior Relationship Manager to lead high-net-worth client advisory, design and implement financial plans, and coordinate with trust, investment and planning teams. You will develop client strategies, present solutions,...High net worth
$99k - $266k
...ApplicableSpecialismIndustry Tax PracticeManagement... ...advice and guidance to clients on tax planning,... ...unique strengths, and managing performance to deliver... ...Firm. You are expected to lead with integrity and authenticity... ...adverse, and negative relationship to responsibilities...Full timeH1b- ...posting end date.Job Summary The Senior Manager-State & Local Income Taxes is responsible for managing the... ...impact on AEP and its subsidiaries. Lead modeling efforts (i.e. apportionment... ...with ability to solve complex issues.Relationship building internally and externally will...Full timeFor contractorsLocal area
$100.35k - $205k
...strategic and creative federal tax professional who likes... ...large global and dynamic midsize clients across a variety of industries... ...027. What You’ll Do As a Tax Manager within the Business Tax Services... ...and developing strong client relationships on various federal tax...Work at officeLocal area- ...Tax Manager (CPA/EA)Our client, an innovative and rapidly growing tax technology company, is seeking an experienced Tax Manager (CPA/EA) to join their fully remote team. This firm specializes in delivering premium tax solutions to closely-held businesses, high-net-worth...High net worthRemote work
- ...Job Description Position: Lead Financial Advisor You will... ...delivering value to existing and new clients – from understanding each... ...support staff. Our client relationships typically have an advisor and... ..., estate/transfer solutions, tax strategies, insurance planning...High net worthImmediate start
$116k - $145k
...before the posting end date.Job Summary The Tax Manager / Tax Senior Manager - Accounting and... .... They will plan, organize, and lead a team focusing on staff development and... ...in all respects of the employer-employee relationship including recruiting, hiring, upgrading...Full timeFor contractorsWork experience placement$73.5k - $212.28k
...SummaryAt PwC, our people in tax services focus on... ...advice and guidance to clients on tax planning, compliance... ...unique strengths, and managing performance to deliver... .... You are expected to lead with integrity and... ...liabilities and risks- Building relationships with other groups and...Full timeH1bLocal area$110k - $150k
...Team in Worthington, OH! Seeking a Senior Tax Manager with 7+ years' experience. Embrace work... ...research and analysis capabilities. Client Service Excellence: Outstanding client... ...Ability to manage multiple engagements and relationships, demonstrating leadership qualities....Local areaRemote work
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