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
...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$170k - $220k
...Trusts, Estates, Gift tax This Jobot Job is... ...suite of services customized to fit... ...provide exceptional client services. Our professionals... ..., and expense management, philanthropic advising... ...is part of our Private Client Services... ...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
- ...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
- ...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
$110k - $140k
...Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...of PTO first year! Responsibilities Our HNW clients require more than just compliance... ...field 4+ years in public accounting tax role Experience with strong tax compliance...High net worthSummer workLocal areaFlexible hours- ...innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable.... ...financial markets, core products and services, and Glenmede requirements when...Private clientHigh net worthWork at office3 days per week
- ...your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...You will have the flexibility to manage your days in support of our commitment... ...Mentor, coach, and develop senior-level professionals, fostering the...Private clientHigh net worthPrivate practiceLocal area
$175k - $240k
...doing what's right for our clients. At CIBC, we embrace your... ...you'll be doing As a Senior Relationship Manager , you'll focus on growing... ...necessary. Deliver exceptional service - Foster a service culture... ...management, personal tax, or financial planning....SeniorHigh net worthRemote work$105k - $125k
...Senior Tax Associate - Top Regional CPA firm Apply online now. Position Description A highly... ...Corps, and partnerships. Enter business and HNW tax information into tax software... ...review work on multiple entities and VIP clients. Proficient with various tax software programs...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours- ...Job Description A reputable Public Accounting firm in the area is looking to add a Tax Director/Senior Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an...SeniorLocal area
$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$65k - $110k
...significant risk, workforce, wealth management and retirement challenges through custom... .... The Account Executive will service an existing private client book of business and interacts with... ...Typically more than 5 years of industry and HNW Personal Lines experience....Private clientHigh net worthFull timeWork at officeImmediate start2 days per week- ...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
$120k - $150k
...Description Job Description Tax Manager - Hybrid Job Title: Tax... ...role designed for accomplished, client-focused professionals ready... ...consultation, and ensuring exceptional service delivery that strengthens... ...tax professionals (Staff and Senior Associates), fostering their...High net worthOngoing contractWork at officeLocal area- ...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
$120k - $150k
...& Fashion This role will manage the Handbags and Fashion department... ...Director to identify the client development, marketing and... ...in timely fashion Identify private clients in USA, interested in... ...visits, and delivery of auction services Direct line management...Private clientLocal areaWorldwideFlexible hours$52.6k - $98k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top... ...America, we combine the personalized service model of a local consultant with the global... ...and propose a variety of solutions to manage the client's risk. You will need to...Private clientHigh net worthMinimum wageLocal areaNight shift- ...Specialist to join our Flight Services Team. The Trip... ...'s high-net-worth (HNW) clientele, as well as... ...responsible for anticipating client needs, coordinating... ...or 1-2 years of Account Management/ High-touch customer service... ...one of the largest private fleets in South Florida...High net worthPart timeWork at officeImmediate startRemote workShift workNight shift
$125k - $250k
...blends technical tax research, real estate... ...teams and clients. This practice serves... ...including real estate private equity funds,... ...with exceptional services. This position... ...the flexibility to manage your days in support... ...falling within the Senior Associate to early...SeniorHigh net worthWork at officeLocal area- ...Description Job Description Senior Tax Attorney or Partner Trusts... ...of serving high net worth clients. This role involves providing... ...attorneys in delivering exceptional service to our clients. Key... ...transfer and estate planning. Manage complex estate and trust...SeniorHigh net worthOngoing contractLocal area
$55k - $65k
...poster from Frederick Fox Senior Recruiting Manager | Helping Honest, Growth-Minded... ...Specialist to join our client's finance team and keep things... ...communication and customer service abilities. Associate’s or... ...day ago Senior Accountant (Private Equity, Family Office) West...SeniorFull timeWork at office$105k - $125k
...are searching for a skilled tax associate and senior tax associate with 3-4... ...promotion path for both pay and management level. About this Role:... .... Enter business and HNW tax information into a variety... ...multiple entities and VIP clients ~ Proficient with various...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hours$350k
...Job Description Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch... ...client is seeking a Senior Advisor/ Banker who leads... ...with investments. Manage, develop and retain... ...relationships with both UHNW & HNW clients. Must have...SeniorHigh net worth$115k
...Senior Event Manager (Luxury & VIP Experiences) Global Travel Required | Hybrid Flexibility... ...class global venues - luxury resorts, private estates, yachts, exclusive-use properties... ...value, exclusivity, and elevated service delivery. Balance financial stewardship...SeniorHigh net worthContract workFor contractors$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 worthPermanent employmentWork at office- ...Job Description: Title: Senior Account Associate - Commercial... ...administrative and customer service support to the account team,... ...general direction of an Account Manager (AM), Account Executive (AE),... ...expirations for existing clients, ensuring renewals are processed...SeniorContract workRemote work
- ...Hybrid Working Available Our client, a well-established and growing private client law firm in South... ..., administration, and tax-related matters. The firm... ...providing high-quality legal services to individuals, families,... .... Key Responsibilities Manage and support probate,...Private clientHigh net worthPrivate practice
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