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
$160k - $199k
...Employment, located in West Palm Beach, seeks a Senior Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management... ...staff and providing exceptional client service. The role offers a competitive salary in the range...SeniorPrivate clientHigh net worth$160k - $199k
...06-06-2026 Experience: Senior Level Salary: $160,000... ...Experience mentoring and managing staff and senior staff... ...an integrated suite of services customized to fit the needs... ...to provide exceptional client services. Our... ...office services including tax compliance, bill pay, payroll...SeniorPrivate clientHigh net worthWork at office$160k - $199k
About the Role We are seeking a seasoned tax professional to join our Private Client Services group, focused on Ultra High Net Worth (UHNW) clients... ...closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Master’s degree in...SeniorPrivate clientHigh net worthWork at officeLocal area$160k - $199k
...Trusts, Estates, Gift tax This Jobot Job... ...suite of services customized to fit... ...provide exceptional client services. Our professionals... ..., and expense management, philanthropic... ...position is part of our Private Client Services... ...staff and senior staff Active CPA...SeniorPrivate clientHigh net worthWork at officeLocal area$160k - $199k
...LeoForce, a growing CPA firm in West Palm Beach, FL, seeks a Senior-Level professional with extensive experience in serving high-net... ...and a comprehensive benefits package including 401k matching. Join us to help clients achieve their financial goals. #J-18808-Ljbffr...SeniorPrivate clientHigh net worth$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private Client Group... ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis...SeniorPrivate clientHigh net worthFull time- ...Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...supervising and ongoing development of associates and seniors. Develop a working knowledge of the client's business...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...Tax Manager- PCG New York, NY / Palm Beach Gardens, FL Responsibilities: Build... ...strong relationships with high-net-worth clients. Review complex tax filings Understand... ...personalized tax planning and advisory services tailored to each client needs....Private clientHigh net worth
$140k - $180k
...Tax Manager, Private Client Group A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence... ...who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This...Private clientHigh net worthLocal area- ...leadership, strategic vision, and client expertise are recognized... ...." Kaufman Rossin is a privately owned, independent public... ...Rossin Alternative Investment Services. Think you have what it... ...Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private...SeniorPrivate clientHigh net worthWork at office
- ...EisnerAmper LLP is seeking a dedicated Tax Manager to join their Private Client Services (PCS) practice in West Palm Beach. This hybrid role requires overseeing client engagements, reviewing complex tax returns, and fostering staff development. The ideal candidate has...Private clientPrivate practice
- ...A prominent accounting firm in West Palm Beach is looking for a Tax Manager to oversee multiple client engagements. Responsibilities include preparing and reviewing tax returns for individuals and entities, building client relationships, and managing staff. Candidates...Private client
- ...Account Manager – Private Client Services HNW Yacht Practice Marsh & McLennan Agency (MMA) is seeking an Account Manager to provide exceptional customer service and support to our Private Client Services Yacht and Boating client base in our Palm Beach Gardens office. Responsibilities...Private clientHigh net worthFlexible hours
- Job Overview We are seeking a Tax Manager to join the Private Client Services (PCS) practice. The role involves overseeing multiple client engagements, reviewing... ...team. Train, supervise, and develop associates and seniors. Analyze clients’ businesses and complete tasks...Private clientPrivate practiceWork at officeLocal area3 days per week
- ...A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Private clientHigh net worth
$160k - $199k
Jobot is looking for a seasoned tax professional for their Private Client Services group, focusing on Ultra High Net Worth (UHNW) clients. The role requires experience in trusts, estates, and gift tax. Candidates should have over 7 years working with high-net-worth individuals...Private clientHigh net worth- ...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
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...about their risk management needs and financial loss tolerance...SeniorPrivate clientHigh net worthLocal areaNight shift
- ...Alvarez & Marsal Deutschland GmbH is seeking a Director for their Private Client Services team in West Palm Beach, Florida. In this role, you will manage tax and consulting services for high net worth individuals, ensuring accurate compliance and fostering strong client...Private clientHigh net worth
$115k - $142k
...Tax Supervisor, Private Client Group Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid) Anchin... ...accounting, consulting and business management services from tax planning and audits to the... .... Collaborate with partners and senior management to develop and implement...Private clientHigh net worthPrivate practiceWork at officeLocal area- ...First Horizon is seeking a Private Client Relationship Manager to provide comprehensive financial solutions to high net worth individuals and organizations... .... Candidates should have over ten years in financial services, a Bachelor’s degree, and a proven track record in...SeniorPrivate clientHigh net worth
$130k - $175k
...approach to solving our clients' problems and assisting... ...growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS... ...Services, Tax you will: Manage tax and consulting services... ...motivate our Associates, Senior Associates and Managers...Private clientHigh net worthPart timePrivate practiceWork at officeFlexible hours- ...A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorPrivate client
- ...Andersen is seeking Senior Associates in Private Client Services to manage multiple engagements for affluent clients including families, trusts, and estates. Responsibilities include reviewing tax returns and training junior staff. Ideal candidates will have 2+ years...SeniorPrivate clientWork at office
- ...Boundless Horizons of Tax, Valuation, and Business... ...among professional services organizations. You'll... ...working with extraordinary clients spanning every... ...success! The Role Senior Associates in our Private Client Services practice, manage and support their team...SeniorPrivate clientPrivate practiceLocal area
$110k - $140k
...Australia-Employment is seeking a Tax Supervisor in West Palm Beach, FL, to ensure compliance for high net worth clients. This role requires researching complex tax issues and collaborating with various professionals. Ideal candidates should possess a BS/BA in accounting...SeniorHigh net worthFlexible hours- ## Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations... ...assurance firm, providing clients with a genuine coast-to-... ...a Senior Associate in our Private Client Services... ...collaborate closely with managers and partners to provide international...SeniorPrivate clientHigh net worthLocal areaWorldwide
- ...Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach,... ...Engage with high-net-worth clients on tax and succession planning.... ...technical, professional, and client service skills. Excellent written and verbal...SeniorPrivate clientHigh net worthWork at officeRemote work
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...SeniorPrivate clientHigh net worth
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