Tax Manager - Private Client
Insite US
As a Manager within this esteemed Private Client Services, Tax division, your primary responsibilities encompass developing enduring, consultative relationships with high-net-worth families, trust and estate attorneys, investment advisors, and other influential advisors within the high net worth landscape. Key Responsibilities: Forge enduring, consultative partnerships with high-net-worth families, individuals, and influential financial advisors. Lead the comprehensive review and oversight of accounting processes for clients, ensuring the prompt and accurate posting of financial transactions, precise journal entries, and robust financial reporting. Spearhead and direct your team in orchestrating monthly closures, effectively managing accounts payables, and ensuring the timely processing of invoices and payments. Provide supportive leadership through mentoring, career guidance, and continuous performance feedback to nurture and develop your team. Foster relationships across the Tax practice and the broader firm, gaining a deep understanding of various areas of expertise to offer clients holistic support. Oversee, manage, and direct multiple client engagement teams, ensuring consistent communication to enhance client satisfaction. Develop consultative relationships by understanding clients' unique business needs, providing proactive support, and executing projects with precision and timeliness. My Client prioritize people's growth and well-being. They offer robust performance development processes, continuous learning opportunities, technical training, and resources to support personal and professional growth. Qualifications: Bachelor's degree in Accounting (Master's in Accounting preferred). 5+ years of relevant experience; experience in Private Client Services/Family Office/High Net Worth accounting strongly preferred. CPA Preferred or Equivalent qualifications Proficiency in Microsoft Office products, particularly Excel and PowerPoint. Strong knowledge of QuickBooks or similar accounting platforms. #J-18808-Ljbffr Insite US
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Private Client in Boston, MA vacancy
$115k - $160k
A national consulting firm is seeking an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net... ...collaborative environment, while also providing expert advice to clients on complex international tax matters. Candidates should...Private clientRemote workWolf & Company
Boston, MA4 days ago$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- EisnerAmper is looking for a Senior Tax Manager to join their Private Client Services team in Boston. This role involves tax compliance and consulting for high net-worth individuals, managing workflows, and collaborating with team members. An ideal candidate should hold...Private client
- Ernst & Young Advisory Services Sdn Bhd is seeking a Seasonal Tax Manager for their Private Client Services in Boston. This remote role focuses on reviewing complex individual tax returns, income tax planning for high-net-worth individuals, and ensuring partnership and...Private clientRemote jobHourly paySeasonal work
$90 - $120 per hour
Ernst & Young Oman is hiring a Seasonal Tax Manager in the United States. This role focuses on reviewing complex individual tax returns and advising high-net-worth clients. Candidates should possess a valid CPA license and at least 4 years of tax compliance experience....Private clientRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager to support their Private Client Services practice. This position entails reviewing complex individual tax returns, providing income tax planning for high-net-worth clients, and ensuring compliance for S Corporations...Private clientRemote jobHourly payPrivate practiceSeasonal work$120 - $150 per hour
Ernst & Young Advisory Services Sdn Bhd is seeking a US Seasonal Tax-Private Tax- Senior Manager. The role involves reviewing complex individual tax returns and planning for high-net-worth clients in a fully remote capacity. A valid CPA license or active state bar membership...Private clientRemote jobHourly paySeasonal work$90 - $120 per hour
EY is hiring a Seasonal Tax Manager focusing on private client services based in Boston, Massachusetts. This position involves handling complex tax planning and compliance projects for high-net-worth individuals and families. Responsibilities include reviewing tax returns...Private clientRemote jobHourly paySeasonal work- KLR is seeking a Tax Manager for our Boston office to provide technical planning and advisory for high-net-worth individuals and private entities. You'll review complex tax returns, lead a high-performing team, and develop tailored tax solutions. With a focus on quality...Private clientWork at office
- A leading accounting firm located in Boston, Massachusetts, is seeking a Client Advisor with a degree in Accounting and at least 6 years of public accounting experience. The role involves managing client relationships, supervising staff, and ensuring high-quality deliverables...Private client
- Job Description EisnerAmper is seeking a Senior Tax Manager to join the Private Client Services (PCS) practice. The role involves tax compliance, consulting services, and analysis of financial, gift, estate, and income tax issues for high‑net‑worth individuals and their...Private clientPrivate practiceLocal area
$112.68k - $169.02k
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and... ...of Accounting™ recognition for superior client service. BNN was founded to create opportunity... ...Newman Noyes is the place for you. Tax Managers are responsible for the management of all...Private clientCasual workWork at officeFlexible hours- ...to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking someone who thrives in a growing environment and providing...Private clientTemporary workLocal area
- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Senior Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual to provide tax compliance, consulting services and...Private clientTemporary workPrivate practiceLocal area
- ...Technical planning and advising of clients that include high-net-worth... ...and families, as well as private entities (C-Corp, S-Corp, Partnerships... ...proactive and strategic tax solutions Review complex estate... ...quality and commercial value Manage multiple estate, gift, and...Private clientWork experience placement
- My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities Serving as the Engagement Manager on specific client accounts, taking responsibility...Private clientInterim rolePrivate practice
- Essential Functions and Primary Duties Serve as client’s trusted advisor, demonstrates knowledge of... ...communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical...Private clientWork at office3 days per week
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Private clientWork at office- EisnerAmper LLP in Westwood, MA is seeking a Senior Tax Manager for its Private Client Services practice. This role involves tax compliance and consulting for high-net-worth individuals, including preparing and reviewing tax returns and advising on tax planning. The ideal...Private clientPrivate practice
- EisnerAmper is seeking a Senior Tax Manager in Westwood to provide tax compliance and consulting services for high net-worth individuals... ...includes preparing tax returns, researching tax issues, and guiding clients on tax planning. The ideal candidate will possess a CPA, a...Private client
$130k - $160k
...Massachusetts is seeking an experienced tax professional to prepare and review complex... ...provide advisory services for high-net-worth clients. The ideal candidate will have over 5... ...role involves strong client relationship management and collaborative work with senior leadership...Private client$130k - $202k
...numbers, do something different by developing rapport with clients and making a difference. Whether you intend to... ...Your work will include, but not be limited to: Managing all aspects of the annual tax compliance for business and individual clients, including...Private clientRemote workRelocationFlexible hoursPlante Moran
Wakefield, MA5 days ago$115k - $160k
...Wolf is seeking a talented and experienced Manager to join our growing and well-established national... ..., you will deliver top-tier international tax compliance and consulting services, with a primary focus on our Private Client group. You will leverage your technical...Private clientRemote workFlexible hoursWolf & Company
Boston, MA1 day ago- KLR is looking for a Tax Supervisor to join our Private Client Services team in Boston on a flexible hybrid basis. You will engage with high-profile clients, managing complex tax returns and providing strategic tax advice. The ideal candidate has a Bachelor's Degree in...Private clientFlexible hours
- ...engagement team and directly interact with clients and family office personnel to ensure... ...service Successfully develop, nurture and manage client relationships by consistently providing... ...include consulting, compliance, and tax planning services Consult with client service...Private clientWork at office
- A leading tax consultancy firm is seeking a Manager for their Private Client Services division in Boston, Massachusetts. The role focuses on building consultative relationships with high-net-worth families and overseeing accounting processes. Ideal candidates will have...Private client
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This role focuses on serving privately held companies and their owners and families—from family‑owned businesses to private equity...Private clientHourly paySeasonal workRemote work$90 - $120 per hour
Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY dedicated to serving privately held companies and their owners and families. Clients range from family‑owned businesses to private equity‑owned companies, offering...Private clientHourly paySeasonal workRemote workFlexible hours$147.4k - $336.8k
...better working world. ITTS – International Corporate Tax Advisory – Senior Manager The opportunity The International Tax and Transaction... ...three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda – Transaction Tax...Private clientWork experience placementSummer holidayFlexible hoursEY
Boston, MA4 days ago$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies...Private clientHourly paySeasonal workRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Private Client. Be the first to apply!
Related searches
- senior tax director Boston, MA
- hedge fund private equity tax manager Boston, MA
- tax manager public accounting Boston, MA
- remote tax manager Boston, MA
- senior international tax manager Boston, MA
- transfer pricing tax manager Boston, MA
- tax director Boston, MA
- tax manager Boston, MA
- sr tax manager Boston, MA
- indirect tax manager Boston, MA