Senior Tax Manager - Private Client Services / HNW
$160k - $199kAustralia-Employment
Senior Tax Manager - Private Client Services / HNW $160,000 - $199,000 per year | West Palm Beach, FL | On‑Site | Permanent Take over existing book of clients - 50‑55 hour busy season As Senior Tax Manager, you will take full responsibility for managing an existing book of high‑net‑worth clients during the busy season, ensuring accurate and timely tax compliance for both individuals and their entities. A bit about us: We are a growing CPA firm that provides an integrated suite of services customized to fit the needs of high‑net‑worth individuals and the entities they own. Our mission is to provide exceptional client services. We help clients define and meet their financial goals, offering a diverse range of family office services including tax compliance, bill pay, payroll, expense management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5 weeks) Highly competitive base salary Great benefits Annual raises 401(k) matching Job Details 7+ years of experience working with high‑net‑worth individuals and closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Master’s in Accounting/Taxation preferred Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr
$170k - $220k
...Trusts, Estates, Gift tax This Jobot Job is hosted... ...an integrated suite of services customized to fit the needs... ...to provide exceptional client services. Our... ..., payroll, and expense management, philanthropic advising... ...and managing staff and senior staff Active CPA required...SeniorPrivate clientHigh net worthWork at officeLocal area- ...Boundless Horizons of Tax, Valuation, and... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Managers in our Private Client Services (PCS)... ...Intern, Associate and Senior Associates; and Receive...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- ...leadership, strategic vision, and client expertise are recognized... ....” Kaufman Rossin is a privately owned, independent public... ...Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...industry You will have the flexibility to manage your days in support of our commitment... ...for Review of international tax compliance forms and working with a dedicated... ...treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-...SeniorPrivate clientFixed term contractLocal area
- ...The Role As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively... ...communication with clients to manage expectations, ensure excellent... ...training, and mentoring Associates, Senior Associates, and Managers, and...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...information via phone or email directly to clients Research Federal, state, and cross-... ...~ Recent or current experience servicing High Net Worth and/or Family Office clients...SeniorHigh net worthWork at office
- ...Tax Manager We are a premier, rapidly expanding local CPA firm with... ...role designed for accomplished, client-focused professionals ready... ..., and ensuring exceptional service delivery that strengthens client... ...tax professionals (Staff and Senior Associates), fostering their...High net worthWork at officeLocal area
$60k - $200k
...is a unique financial services organization with a global... ...to improve their risk management outcomes, modernize... ...platform, you’ll help clients protect their assets, lifestyles... ...and High-Net-Worth (HNW) accounts. Develop... ...personal insurance and private client solutions by utilizing...Private clientHigh net worthPrivate practiceImmediate start- ...entrepreneurial minded Senior Wealth Advisor... ...UHNW) prospective clients into long-term... ...diligence, meeting management, and adhering to all... ...knowledge of investments, tax and estate planning and/or banking services. Proven track... ...focused on private wealth management...SeniorHigh net worthTemporary workWork at officeRemote work
$60k - $75k
...West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include... ..., and collaborating with professionals in tax and estate planning. The ideal candidate has...Private clientHigh net worth$105.56k - $247.9k
...innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared... ...opportunity has been created for a Senior Manager to join our high performing team with... ...practice supports M&A activities of our Private Equity clients and strategic...SeniorPrivate clientWork experience placementLocal areaRemote work$90k - $120k
...About The Company Our client is an independent... ...providing audit, tax, risk, and forensic advisory services for entrepreneurial... ...corporations, and private equity funds Review... ...Interact with key client management to gather... ...Range $90,000-$120,000 Seniority level Mid-Senior level...SeniorFull time- ...partnering with a boutique private bank headquartered... ...City to recruit a Senior Private Banker for... ...wealth. Client‑centric and relationship... ...private banking services and long‑term... ...Position overview: The Managing Director –Senior... ...generation within HNW/UHNW segments....SeniorHigh net worthWork at office
- ...architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on... ...ChenMoore is seeking a Senior Engineer, Protection & Controls... ...go. You will find that both the management and employees of ChenMoore are dedicated...SeniorPrivate clientTemporary workWork at officeLocal areaFlexible hours
- ...landscape architecture, and construction engineering services for both private and public sector clients. ChenMoore prides itself on working to be part... .... Job Description ChenMoore is seeking a Senior Project Manager, Power Delivery to lead the planning and...SeniorPrivate clientContract workTemporary workWork at officeLocal areaFlexible hours
$90k - $100k
A privately held, multi-generational investment organization based... ...precision, and the ability to manage multiple priorities across a... ...supporting schedules for tax and advisory teams ~Assisting... ...or operations ~Private client services (HNW/UHNW individuals and trusts)...Private clientHigh net worthWork at office$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...to deliver exceptional service to our clients. Dynamic and... ..., let talk about you! As a Private Client Advisor you'll be an ambassador... ...with Relationship Managers (RMs) to deliver a world-class...Private clientHigh net worthWork at officeFlexible hours$90k - $100k
...specialize in helping our clients navigate the... ...deliver exceptional service to our clients.... ...about you! As a Private Client Advisor, you... ...You will build and manage your own pipeline by... ...managers, lawyers, tax advisors, and other... ...worth individuals and senior professional...Private clientHigh net worthLocal areaFlexible hours- ...Recruits, LLC partners with a boutique private bank in New York to recruit a Senior Private Banker for its West Palm Beach office. The Managing Director – Senior Private Banker will originate... ...-net-worth and ultra-high-net-worth clients, delivering customized wealth...SeniorHigh net worthWork at office
$120.97k
...this role, you will collaborate closely with municipal and private-sector clients to understand project objectives, provide expert guidance,... ...include reviewing engineering designs and technical reports, managing project schedules and deliverables, and facilitating clear,...SeniorPrivate clientWork experience placementH1bLocal area- BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The...Private clientHigh net worthWork at officeRemote work
- ...Our client is a nationally recognized engineering consulting firm specializing in water... ...municipalities, utilities, public agencies, and private sector clients to deliver innovative and... ...systems Natural and engineered water management systems Prepare hydraulic and hydrologic...SeniorPrivate clientFlexible hours
$130k - $180k
...Tax Manager - CPA Required - HNW/Trust & Estate Exp. Required We are a local Midsize... ...on high-end, HNW/UHNW clients with numerous pass-through... ...valuation, and wealth management services. Many of our clients use... ...mentor junior staff and seniors Review workpapers and...High net worthWork at officeLocal areaFlexible hours- ...Edward Jones is seeking a Senior Wealth Strategist within Generations Consulting to partner with home office and external experts, delivering high-net-worth planning, estate planning, and wealth management guidance. You will serve as subject matter expert for complex cases...SeniorHigh net worthHome office
- ...Tax Director – Tax Operations & Strategic Transactions About the Opportunity Join... ...support, and tax strategy. Reporting to senior tax leadership, this position combines deep... ...and technology teams to improve data management and tax systems Promote scalable and technology...SeniorLocal areaFlexible hours
- Company Description Castle Wealth Management (CWM) is a Registered... ...management and financial planning services. The firm serves high-net-... ...financial expertise to address each client’s unique needs and... ...provide operational support for HNW clients, such as onboarding,...High net worthFull time
- ...The Role As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively... ...communication with clients to manage expectations, ensure excellent... ...training, and mentoring Associates, Senior Associates, and Managers, and...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...reach your goals. EisnerAmper is seeking a Sales Tax Consulting Manager to join our State and Local Tax (SALT) practice. We... ...who thrives in a growing environment and at providing clients with exceptional services. What it Means to Work for EisnerAmper:...High net worthLocal area
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