Senior Tax Manager, High-Net-Worth & Private Clients
Socket.dev
PKF O’Connor Davies seeks an experienced tax professional to lead and manage tax engagements for high-net-worth individuals and family offices. You will review complex returns and develop advanced planning strategies, while serving as the primary client contact and driving advisory services. The role requires 7+ years in public accounting, CPA/EA certification, and deep expertise in various tax areas. Collaboration with partners on growth initiatives and active participation in business #J-18808-Ljbffr Socket.dev
- ...and take true ownership of high-level client advisory? Kaav Inc., a... ...with a highly respected, private-capital-backed public accounting... ...a dynamic, client-facing Senior Tax Manager / Tax Director to step... ...you thrive on complex High-Net-Worth (HNW) tax strategy and want...SeniorPrivate clientHigh net worthLocal area
$100k - $150k
...a top-ranked accounting, tax, and advisory firm with offices... ...real value to our clients.Our mission is to provide... ...seeking an experienced Tax Manager to join our growing Private Client Services practice.... ...consulting services to high-net-worth individuals, families, and...Private clientHigh net worthFull timePrivate practiceLocal area3 days per week- ...Job Description We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships... ..., ensuring compliance and high-quality deliverables. Advise proactively... ...businesses, partnerships, and high-net-worth clients. Develop new business. Proactively...SeniorHigh net worth
- ...We are looking to recruit a Senior Tax Manager to spearhead complex client engagements, enhance client relationships, drive business development, and... ...advice to closely held entities, partnerships, and high-net-worth individuals. - **Client Relationship Building**: Cultivate...SeniorHigh net worthFull time
$160k - $190k
...Modera Wealth? Modera Wealth Management is an independent, fee-only... ...impact on the lives of our clients through comprehensive... ...We are looking for a Senior Tax Manager in Oradell, NJ that... ...as a trusted tax advisor to high-net-worth individuals and families, focusing...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaRemote work$200k - $225k
...unlock growth for individuals, firms, and clients alike. That’s why we’ve built a... ...Rock, NJ! We are seeking an accomplished Senior Tax Manager with deep expertise in U.S. International... ...of multinational businesses and high-net-worth global clients. The ideal candidate is...SeniorHigh net worthTemporary workWork at officeLocal area$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates within a... ...issues, regulatory and tax changes, and advises clients... ...to clients, Private Client Advisors and Trust... ...experience working with high net worth clients and complex client...SeniorPrivate clientHigh net worthFull timeWork experience placementWork at office- Our client, a growing public accounting firm, is looking for a Tax Senior Manager or Director to take ownership of client relationships,... ...mentoring staff while delivering high-quality service.... ...portfolio of small business and high-net-worth individual clients. Review and...SeniorHigh net worth
$100k - $150k
...Description Seeking : Personal Lines High Net Worth Account Executive Schedule :... ...Net Worth Personal Insurance Account Manager or Account Executive. The successful candidate... ...for managing a portfolio of private client personal insurance accounts, providing...SeniorPrivate clientHigh net worthRemote job- Kaav Inc. in Clifton, NJ seeks a dynamic Senior Tax Manager / Tax Director to lead high-net-worth client advisory. You will own client relationships, provide proactive... ...and resolve IRS matters in a platform backed by private capital. You will manage and review complex...SeniorHigh net worth
- **Position Overview: Tax Manager** We are seeking a seasoned Tax Manager... ...tax engagements and enhance client relationships, playing a... ..., corporations, and high-net-worth individual clients. **Key... ...Supervise, mentor, and develop senior and staff accountants, fostering...High net worthFull timeWork at office
$85k - $105k
...'t: actual work-life balance. Outside tax season, you'll work just 32 hours across... ...from top 10 firms) Work with ultra-high net worth clients and major businesses (some over $300M... ...positions that could be a good fit for you. Seniority level Mid-Senior level Employment type...SeniorHigh net worthFull time$85k - $100k
...About the job Tax Manager Role Overview A full-... ...role focuses on managing client engagements, providing high-quality tax compliance and... ...held businesses and high-net-worth clients. Team Leadership... ..., train, and develop senior and staff accountants while...High net worthFull time- ...boutique CPA firm providing high-level tax, accounting, and advisory services... ...businesses, as well as high-net-worth individuals. Our team is... ...members work directly with clients, take ownership of accounts,... ...ability to independently manage client accounts ·...High net worthInterim roleCasual workWork at office
$85k - $100k
...Description Job Title : Tax Manager Salary : $85,000 -... ...search on behalf of a client organization that is... ...leadership to deliver high-quality tax compliance... ...businesses and high-net-worth individuals. Build... ..., mentor, and develop senior accountants and staff...High net worthHourly payPermanent employmentTemporary workLocal area$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral... ...to providing outstanding client service today, and tomorrow.... ...seeking a SALT Direct Tax Senior Manager, Shared Services to join our... ...clients and desire to perform in a high-energy team...SeniorWork at officeLocal area- Overview The Senior Tax Preparer is responsible for preparing... .... This role requires a high level of technical tax knowledge, strong client communication skills, and the ability to manage multiple deadlines in a... ...including: Individuals (high-net-worth, multi-state, investment...SeniorHigh net worthLocal areaFlexible hours
- DescriptionWe are looking for an experienced Tax Manager to join a respected public... ...responsibilities with strategic client advisory support. The role is well... ...collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary...High net worth
$95k - $115k
...ranked accounting, tax, and advisory firm... ...real value to our clients.Our mission is to... ...play a key role in managing tax engagements... ...partners to deliver high-quality client service... ...associates and senior associates,... ...Experience with high-net-worth individual taxation...High net worthFull timeLocal area3 days per week- ...Whitecap Search is seeking an experienced Tax Manager to join our growing public accounting firm. This role involves serving a diverse client base that includes high-net-worth individuals, privately held businesses, and closely held entities. The successful candidate...High net worthHourly pay
- ...investing heavily in its tax practice and looking to add a Senior Tax Accountant to its team... ...exposure to a diverse client base, and have a clear path... ...Corporations, and C Corporations. Manage a diverse portfolio of... ...held businesses and high-net-worth individual clients....SeniorHigh net worth
- ...County CPA firm seeking a Senior Accountant with at least 5... ...held businesses. Related tax experience a plus. About... ...be hands-on with a mix of clients in industries that require... ...corporations, C corporations, and high-net-worth individuals. • Manage workflow, meet deadlines,...SeniorHigh net worthFor contractors
$70k - $90k
Pathstone, located in Englewood, NJ, is seeking a Tax Senior to manage clients' tax and family office service needs effectively. The candidate... ...preparation process and assist with tax advising for high net worth families. To qualify, candidates need a Bachelor's in accounting...SeniorHigh net worthWork at office- ...State Street is seeking a Senior Product Designer to collaborate with Product and Engineering... ...build experiences that simplify complex private markets concepts into clear business... ...accuracy, and liquidity for private markets clients. The role requires strong collaboration,...SeniorPrivate client
- ...across a broad mix of clients rather than limiting professionals... ...of businesses and tax situations, allowing... ..., corporations, and high net worth individuals.... ...advisory work. As a Tax Senior, you will prepare and... ...returns while supporting Managers and Partners on planning...SeniorHigh net worth
- ...Description Insurance Personal Lines Account Manager Location: Sparkill, NY Salary: 70... ...lines account manager to respond to client calls about policy changes, updates and... ...strongly preferred. Experience with high net worth clients is a plus All inquiries will...Private clientHigh net worth
$150k - $200k
...Attorney to join its growing private client practice. This is a long-term... ...succession opportunities as senior attorneys begin to scale back... ...Estate planning (wills, trusts, tax-efficient structures) Estate and trust administration High-net-worth individuals and closely held...Private clientHigh net worthPrivate practiceLocal areaFlexible hours$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...returns prepares by tax staff and/or seniors for accuracy Researching and drafting...Private clientFull timeWork at officeLocal areaRemote work- ...Insurance Account Executive, High-Net-Worth (x2) Location: North... ...excellent benefits! Our client, an established Top 50 P&C insurance... ...role is responsible for managing and servicing a... ...carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati...Private clientHigh net worthWork at office
- ...and communication skills are essential. New Jersey Bar admission is required, and dual NJ/NY Bar admission is preferred. This opportunity offers the chance to work with middle-income and high-net-worth clients, ensuring high-quality service. #J-18808-Ljbffr Offit KurmanSeniorHigh net worth
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