Senior Tax Associate Private Client Services
CBIZ
CBIZ in Boston, MA is seeking an experienced accounting professional with advanced technical knowledge in accounting standards to manage client engagements. You will supervise and mentor team members, review workflows, and lead small assignments. The ideal candidate has a Master's degree in Accounting or related field, CPA eligibility, and strong communication and interpersonal skills. Experience with accounting software such as CCH Axcess Tax is essential. This role offers opportunities for personal and professional growth in a supportive environment. #J-18808-Ljbffr
- ...from team members and upper level client management Has intermediate to advanced level tax preparation skills Performs a... ...Partner, Manager and/or Supervising Senior on work status and client issues... ...CBZ) is a leading professional services advisor to middle-market...SeniorPrivate clientWork at office
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an... ...EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Boston,...SeniorPrivate clientTemporary workLocal area
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Healthcare team within our Private Client Services (PCS) group. This role is to be based out of our Boston, MA or Burlington, MA offices. We are...SeniorPrivate clientTemporary workLocal area
- ...Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...SeniorPrivate client
$125k - $150k
...Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...SeniorPrivate client$80k
...2676 Salary: $80,000 Job Overview - Senior Tax Associate: Take on a key role with our private equity client as a Senior Tax Associate in Boston, MA. This... ...submitting this application, you agree to our Terms of Service. People looking for jobs should not...SeniorPrivate clientPermanent employmentWork at officeMonday to Friday- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...SeniorPrivate clientFlexible hours
- CPS Inc. is seeking a Tax Senior Manager for their Private Client Services practice. This role can be based in either Boston or New York City. The ideal candidate will serve as the Engagement Manager, overseeing client accounts from planning to execution. Key responsibilities...SeniorPrivate clientPrivate practice
$125k - $233k
...Oliver Wyman, LLC in Boston seeks a Claims Advocacy Leader for its Private Client Services team. This strategic role involves leading claims advocacy efforts, enhancing client experience, and collaborating across teams to manage high-value claims effectively. The ideal...SeniorPrivate client- ...of the largest full-service CPA and business... ...provides assurance, tax, and business advisory services to private and publicly-held companies... ...we are seeking a Senior Tax Manager to join our Private Client Services team, to... ...role, function and associated responsibilities, a...SeniorPrivate clientWork experience placementFlexible hours
$75k - $90k
A top national law firm in Boston is seeking a Private Client Assistant. This role requires 5+ years of legal administrative experience,... ...tasks, supporting attorneys, and ensuring high-quality client service. A competitive salary range of $75K-$90K is offered along with...SeniorPrivate clientDaily paid$181.5k - $246.8k
...Firm Overview Cambridge Associates (CA) is a leading global investment... ..., and ultra‑high net worth private clients implement and manage custom... ...delivers a range of services, including outsourced CIO, non... ...Provide regular updates to senior leadership on client retention...SeniorPrivate clientWork at officeLocal areaWorldwide$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business... ...their needs Supervises associates and senior associates on... ...and/or public accounting, private industry accounting or...SeniorPrivate clientWork at office$155k - $210k
...Boundless Horizons of Tax, Valuation, and... ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Senior Managers in our Private Client Services (PCS... ...evaluate Intern, Associate and Senior Associates...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$132.1k - $301.6k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...our dynamic FSO team! Private Tax is a growing practice within... ...and business acumen. As a Senior Manager in Private Tax, you will...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$145k - $300k
...Excellence . Both our client service and culture are second to... ...Make We are seeking a Senior Vice President/Director... ...focus on leading income tax provision engagements for private equity and corporate... ...Supervise and develop analysts, associates, and managers on...SeniorPrivate clientLocal areaFlexible hours- ## Senior Director - Family Office ServicesApplylocations... ...Overview:**Cambridge Associates (“CA”) is a leading... ...ultra-high net worth private clients implement and manage... ...Associates delivers a range of services, including outsourced... ...providers (e.g., tax, legal, trusteeship,...SeniorPrivate clientPrivate practiceWork at officeLocal areaWorldwide
- Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance...SeniorPrivate client
$181.5k - $246.8k
...Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...SeniorPrivate client- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....SeniorPrivate client
$120k - $215k
...Relentless Excellence . Both our client service and culture are second to... ...Stout is looking for Senior Managers to support our Business... ...list of corporate clients and private equity firms, including a... ...applicable geographic differential associated with the location at which...SeniorPrivate clientWork at officeLocal areaFlexible hours$127.9k - $291.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...professionals providing dedicated tax technical services to... .... EY's FSO EDGE Private practice provides... ...key responsibilities A Senior Services Manager in FSO...SeniorPrivate clientFull timePrivate practiceSummer holidayLocal areaFlexible hours$90k - $125k
...Geometric Wealth Advisors in Boston, MA is seeking a Tax Senior Associate to join its Tax team. This role involves working with... ...Advisors and Wealth Advisors to deliver exceptional tax services for high-net-worth clients. Candidates should possess a relevant bachelor’s...SeniorFull timeFlexible hours- ...Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office.... ...admitted. The firm offers a collaborative, team-oriented culture and the opportunity to work with sophisticated clients. #J-18808-Ljbffr...SeniorPrivate clientWork at office
- ...C010 Cherry Bekaert Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring...Private client
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Private client
- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...Private client
$120k - $127k
BDO USA, LLP is seeking a Tax Manager for Private Client Services in Boston, Massachusetts. This role involves providing tax compliance and consulting services to high net-worth clients, utilizing strong communication, leadership, and technical skills. Candidates should...Private client- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...Private clientFlexible hours
$106.06k - $159.14k
A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...Private clientFlexible hours
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