Senior Tax Manager: Private Client Services (High Net Worth)
Keiter
Keiter CPAs in Glen Allen, Virginia is seeking a Tax Manager specialized in High Net Worth clients. The role involves managing tax engagements, client communication, and mentoring staff. Candidates must have an active CPA license and at least five years experience in tax consulting or public accounting. This position offers the opportunity to work with a dynamic team focused on providing exceptional service to clients and supporting staff development. #J-18808-Ljbffr
$108k - $175k
...About the job Tax Manager / Senior Manager - Private Client Services Pay: $108,000.00 - $175,000.00 per year Why This Is a Great Opportunity... ...advisory firm where you can work on sophisticated high net worth tax matters and build deeper client relationships....SeniorPrivate clientHigh net worthFull timePrivate practiceWork at officeRemote workRelocation packageFlexible hours- ...accounting and advisory firm in Virginia is seeking a Manager to handle high net worth tax engagements. The role includes mentoring staff, managing client relationships, and delivering top-notch advisory services. The ideal candidate has an active CPA license with 4+...SeniorPrivate clientHigh net worth
- ...Tax Manager – High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private client services. Qualified candidates will also...Private clientHigh net worth
- ...Tax Manager - Private Client Services Job Category: Tax & Consulting Services Requisition Number: TAXMA0... ...USA Description Tax Manager - High Net Worth Due to recent growth in our Private... ...to join our practice as a Tax Senior Manager specializing in private client...Private clientHigh net worthFull time
$146k - $200k
Job Summary: Private Client Services at BDO is a boutique practice... ...firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...people with complicated tax and financial... ...insurance planning. A Tax Senior Manager, Private Client...SeniorPrivate clientHigh net worthFull timePrivate practiceWork at office$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning,... ...we combine the personalized service model of a local consultant... ...information about their risk management needs and financial loss... ...insurance experience with high net worth clientele ~ Property & Casualty...SeniorPrivate clientHigh net worthLocal areaNight shift$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning,... ...we combine the personalized service model of a local consultant... ...information about their risk management needs and financial loss... ...insurance experience with high net worth clientele ~ Property & Casualty...SeniorPrivate clientHigh net worthMinimum wageLocal areaNight shift$103.1k - $188.9k
...global financial services marketplace... ...with a range of clients from our most... ...and Asset Management, Insurance, Real... ...providing dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...needs of the high-net worth tax industry.... ...matters to senior management and...Private clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours$122.3k - $231.87k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...) provide professional services through an alternative... ...Baker Tilly (BT) as a Tax Senior Manager! This is a great... ...in the state and local, high net worth, international, research...SeniorHigh net worthLocal areaWorldwide- ...Oliver Wyman, LLC is seeking a Client Advisor in Richmond, Virginia. The role involves... ...recommending tailored insurance products for High Net Worth clientele. You'll need a solid... ...License, coupled with excellent client service skills. The position offers benefits like...Private clientHigh net worth
- ...Senior Account Manager, Business Insurance Marsh McLennan Agency (MMA) provides... ...benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant... ...includes these skills: High school diploma or...SeniorPrivate clientPermanent employmentLocal areaFlexible hours
- ...Silvercrest Asset Management in Richmond, Virginia is seeking an experienced... ...Manager to manage complex client portfolios and build long-... ...strategies to ultra-high-net-worth clients. The successful candidate... ...management and client service functions. Preferred qualifications...SeniorHigh net worth
- ...Winged Keel Group in Richmond, Virginia, is seeking a Client Services Senior Associate to ensure exceptional service for ultra-high-net-worth clients. The role involves managing a small team, preparing detailed insurance portfolio reviews, and maintaining client communication...SeniorHigh net worth
$91k - $321.5k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,... ...tax positions. In private tax at PwC, you will... ...compliance services to high-net-worth individuals and privately... ...owners of PwC. As a Senior Manager you are expected to lead...SeniorHigh net worthFull timeH1bRemote work- ...is a business advisory, tax, and accounting firm... ...Richmond, serving its clients for over 80 years. WellsColeman... ...exceptional client service, family focus, and... ...client expectations with high-quality work delivered... ...Role We are seeking a Tax Senior/Manager with 5+ years of public...SeniorWork at officeLocal areaFlexible hours
$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the Apply button and... ...- taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join...SeniorHigh net worthPart timeLocal areaRemote workFlexible hours$130k - $150k
...Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary... ...services for wealth clients on behalf of HUB Investment... ...management services to high-net-worth individuals and families. We... ...About HUB Retirement & Private Wealth (RPW): We lead our...High net worthFull timeLocal areaMonday to Friday$46.8k - $87.4k
...and how you can thrive as a Private Client Advisor at Marsh McLennan Agency... ...we combine the personalized service model of a local consultant... ...and provide support to your manager/team with event planning,... ...Previous experience servicing High Net Worth Clientele Proficiency in...Private clientHigh net worthMinimum wageWork at officeLocal areaNight shift- ...Private Client Risk Advisor Job Category: Outside - Sales/Travel... ...personalized insurance solutions to high net-worth clients, ensuring their... ...top insurance and risk management firm specializing in customized... ...our members exquisite service. Our employees are our most...Private clientHigh net worthFull time
- ...Towne Insurance is seeking a Private Client Risk Advisor to join their Richmond team. The advisor will provide personalized insurance... ...excel in communication, and develop business relationships with high net-worth clients. Key responsibilities include client needs...Private clientHigh net worth
$100.06k - $162.1k
...Tax Manager Ranked among the largest accounting and consulting... ..., assurance, and tax services to our clients. We are proud to foster a... ...professional services, and high net worth individuals Manage engagements... ...Lead Tax Staff and Seniors in a dynamic environment...High net worthWork at office2 days per week3 days per week- ...Mercer France in Richmond, VA is seeking a Client Advisor to join their advisory team. In... ...risks. With a focus on exceptional service, you'll create and present proposals while... ...experience in personal lines insurance for High Net Worth clientele and holds a Property &...Private clientHigh net worth
$100.06k - $162.1k
...innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...( team is seeking a Tax Manager to support our Richmond,... ...services, and high net worth individuals Manage engagements... ...Lead Tax Staff and Seniors in a dynamic environment...High net worthWork experience placementWork at officeLocal area2 days per week3 days per week- ...Our client is a 150 staff CPA firm in the... ...focus on working with high net worth individuals and their privately held companies and... ...level advisory services and a bespoke approach... ...practice as a Tax Manager specializing in Partnerships... ...a liaison among senior managers, partners...High net worthWork from home
$130k - $170k
...based CPA and advisory services firm (CAAS) looking for a talented Tax Manager to join their growing firm... ...tax engagements with high level supervision and tax... ...a tax associate and or senior tax associate role in a... ...Experience working with high net worth individuals and business...High net worthWork at officeLocal areaRemote work- ...Marsh & McLennan in Richmond, Virginia is seeking a Client Advisor to join their Client Advisory team. You'll engage with clients to... ...oriented approach. In this role, you'll not only provide exceptional service but also create renewal proposals and conduct annual reviews...Private clientHigh net worth
- ...Our client is a 150 staff CPA firm in the... ...focus on working with high net worth individuals and their privately held companies and... ...level advisory services and a bespoke approach... ...for international tax related services... ...international tax manager or senior manager to lead...High net worthWork from home
- ...A leading information services provider is looking for an Account Manager to drive results within the SMB sector in the USA. This role involves managing the... ...entire sales cycle and building relationships with clients. Candidates should have over 5 years of consultative...SeniorRemote work
- ...local CPA and advisory firm in Richmond, Virginia is seeking a Tax Manager to oversee tax engagements and review work. The ideal... ...associates while working with diverse business entities and high-net-worth individuals. This firm promotes a supportive culture with generous...High net worthLocal areaRemote workFlexible hours
- ...Summary We are seeking a highly experienced and driven Tax Manager to join our tax... ..., and manage client relationships across... ..., trusts, and high-net-worth individuals. The Tax... ...delivering high-quality service. Manage and oversee... ..., and develop Tax Seniors and Associates,...High net worthWork at office
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