Senior Tax Strategist, Private Client Services
Milwaukee Succeeds
BDO's Private Client Services in Milwaukee seeks a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and families. You will prepare and review complex returns, supervise staff, and work with clients and their advisors to gather information for tax filings. Ideal candidates bring CPA or EA qualifications, strong communication and leadership skills, and proficiency in tax software. #J-18808-Ljbffr Milwaukee Succeeds
- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services (PCS). The role emphasizes overseeing tax planning and compliance for ultra-high-net-worth individuals, with a focus on hedge funds and related structures, while expanding client relationships...SeniorTaxPrivate client
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- ## Tax Senior Manager - Private Client ServicesApplylocations: Owings Millstime type: Full timeposted on: Posted Todayjob requisition id: Req-9271##... ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...SeniorTaxPrivate clientTemporary workPrivate practiceWork at officeLocal area
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Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...well as other people with complicated tax and financial structures. The Private Client... ..., and life insurance planning. A Tax Senior, Private Client Services is responsible...SeniorTaxPrivate clientPrivate practiceWork at office$300k - $400k
...Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...SeniorTaxPrivate clientPrivate practice- ...Wealth Advisors, LLC (CLA) in Portland, OR is seeking a Tax Senior to join our high net worth private client group. You will prepare, supervise, and review... ...collaborating with clients to deliver tailored tax advisory services. You will lead engagement management, mentor juniors...SeniorTaxPrivate client
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...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑... ...) provide professional services through an alternative... ...currently seeking a Consulting Senior to join our growing team.... ...for both public and private sector clients is preferred...SeniorTaxPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship$95.6k - $140.4k
...delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared... ...opportunity has been created for a Senior Associate to join our high performing... ...supports M&A activities of our Private Equity clients and strategic corporations...SeniorTaxPrivate clientWork experience placementLocal areaRemote work- ...EisnerAmper seeks a Tax Manager to join the Private Client Services (PCS) practice. This role oversees multiple client engagements, reviews complex returns, mentors staff, and conducts tax research. The position offers flexibility with a hybrid work model and offices in...TaxPrivate clientPrivate practice
- ...10 national professional services firm where our purpose is... ...opportunities every day, for our clients, our people, and our... ..., digital, audit, tax, consulting, and outsourcing... ...is looking to hire a Tax Senior to join our high net worth private client group in our Portland...SeniorTaxPrivate clientWork at office
- The Institute on Taxation and Economic Policy (ITEP) seeks a Senior Analyst for its State Policy Team to analyze state tax policies, run microsimulation models, and engage researchers, advocates, and lawmakers across multiple states. Based anywhere in the continental U....SeniorTaxRemote work
- BDO's Private Client Services practice delivers bespoke tax planning and compliance for high net-worth individuals and families. The Tax Manager will lead engagements, coordinate with clients and their advisors, and craft tailored tax solutions. The role emphasizes leadership...TaxPrivate clientPrivate practiceWork at office
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...AI-powered bookkeeping and tax automation platform built for... ...the Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team,... ...credibility, builds strong client relationships, and sees AI as... ...they fall outside our core services. Own relationships with key...SeniorTaxRemote workFlexible hours- ...America in Boston seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate and financial planning within the... ...programs. You will build trusted senior-level relationships, coordinate with Advisors...SeniorTax
- Saltchuk, headquartered in Seattle, seeks a tax professional to manage federal and state tax compliance and reporting. You will support tax provisions, forecasting, and special projects, collaborating with Saltchuk’s finance teams across its operating companies. The role...SeniorTaxRemote job
$215k - $285k
...to the evolution of the asset servicing sector itself. This... ...alternatives, corporations and private clients, our organization has grown immensely... ...understanding of applicable tax reporting and regulatory requirements... ...Relationship Managers and Senior Management teams on marketing...SeniorTaxPrivate clientTemporary work$171.6k - $338.3k
...Transactions team helps guide clients through their most... ...support and advisory services, covering areas such as... ...corporate strategic buyers and private equity investors And... ...and apply to this Senior Manager role today! Recruiting... ..., accounting, and tax risks associated with...SeniorTaxPrivate clientLocal areaVisa sponsorship- NextGenEnergyJobs is seeking a Senior Tax Associate for Private Client Services. You will work with a Top 20 CPA and advisory firm, delivering tax planning, consulting, and compliance to clients across diverse industries. You will oversee tax return preparation and filing...TaxPrivate client
- Senior Fund Accountant/Sr. Technology Advisor For over... ...consulting advisory services requested by the most prominent... ...to our VC Fund Admin clients. The Sr. Fund... ...our Venture Capital and Private Equity clients, is an operational... ...with preparation of tax related files,...SeniorTaxPrivate clientFull timePart timeWork at officeLocal areaRemote work
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...& ultra-high-net-worth (UHNW) clients and advisors across the organization... ...including retirement income, tax mitigation, estate transfer,... ...as a key thought partner to senior leadership and external... ...advisors to deliver exceptional service and an outstanding client experience...SeniorTaxRemote workFlexible hours$130k - $180k
...infrastructure needs of Private Equity and Debt Funds.... ...What You Will Do: Our client is seeking a diligent and... ...detail-oriented Credit Senior Accountantto join... ...technology and government-services transactions. This is a... ...external auditors and tax advisors. Support NAV calculations...SeniorTaxPrivate clientImmediate startFlexible hours$150k - $190k
...delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey... ..., and scalability Coach and mentor managers and senior associates through goal-setting, feedback, and performance...SeniorTaxPrivate clientFull timeLocal area- ...learn the preparation procedures of federal and state income tax returns. We’re looking for someone who has: Have the... ...communication, leadership, and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects...TaxPrivate clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
$110k - $135k
...Wine Merchants is hiring an experienced Senior Accountant to play a key role in our... ...support requests from external auditors and tax advisors. Assist in the development and... ...across retail, e-commerce, auctions, private client services, and storage, with a growing multi-...SeniorTaxPrivate clientWork at officeRemote work- EisnerAmper is seeking a PCS Intern in Los Angeles to join the Private Client Services team. You will learn to prepare financial statements and... ...reviews, while gaining exposure to federal and state income tax return procedures. This winter program starts in January 202...TaxPrivate clientInternshipWork at office
- EisnerAmper LLP invites a Winter Internship in Private Client Services (PCS) for driven accounting students. You will work with the PCS team to... ...perform compilations and reviews, and assist in federal and state tax return preparations. Hybrid work arrangement with in-person...TaxPrivate clientInternship
$112k - $150k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...well as other people with complicated tax and financial structures. The Private Client... ...: Supervises associates and senior associates on all projects Reviews work...TaxPrivate clientPrivate practiceWork at office- ...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional...SeniorTaxPrivate clientFull timeLocal area
- ...Strategies Paralegal will work with our attorneys specializing in private client services, trusts and estate planning. Primary responsibilities will... ...legal research on estate planning and estate and gift tax topics. Communicate with clients, beneficiaries and financial...TaxPrivate clientHourly payFull timeWork at office
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