Senior Tax Manager, Private Client & Family Office
BDO USA
BDO USA is seeking a Tax Senior Manager for the Private Client & Family Office Services group. This position leads the team, builds a robust practice, and ensures exceptional service delivery to clients.
The successful candidate will have significant experience in accounting, proficiency in industry-standard software, and the ability to manage client relationships effectively. Responsibilities include engagement management, team mentoring, and financial performance oversight.
#J-18808-Ljbffr- ...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services... ...Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: ~ N/A Other...Work at officeSeniorPrivate client
- ...in 1991, we work with clients locally in South Wales... ...Our focus is serving privately owned businesses, the... ...looking to recruit a Mixed Tax Manager in our Tax Department.... ...of Tax Assistants and Seniors working alongside... ...role is based at our offices in Newport, South Wales...Private clientFull timePart time
- ...Job Summary The Senior Tax Manager provides strategic leadership across tax compliance, planning... ...engagements while overseeing multiple client relationships and engagement teams. This... ...Site Travel to client locations and firm offices as needed Moderate noise level typical...Work at officeSeniorTemporary workLocal areaFlexible hours
- ...Core Tax Services Senior Manager The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections... ...critical member of the office / region leadership team... .../or public accounting, private industry accounting or...Work at officeSeniorLocal area
- Total Quality Logistics in Cincinnati, Ohio is seeking a Controller to lead accounting and financial reporting for the Family Office. The individual will ensure accurate reporting, oversee financial controls, and coordinate with various stakeholders. Candidates must have...Work at officeSenior
$125k - $175k
Cerity Partners Management LLC is seeking a Tax Manager for its Central Tax Team based in Louisville, Kentucky... ...conversations for high-net-worth clients. Candidates should have at least 7 years... ..., though presence in the Louisville office is preferred. #J-18808-Ljbffr Cerity...Work at officeSeniorRemote jobFlexible hours$150k - $200k
...for individuals, firms, and clients alike. That’s why we’ve built... ...2,000 professionals, 30+ offices nationwide, and a growing global... ...are seeking an experienced Senior Tax Manager to lead tax compliance,... ...high-net-worth individuals, families, trusts, estates, and closely...Work at officeSeniorTemporary workImmediate startFlexible hours- ...Core Tax Services Senior Manager The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections... ...critical member of the office / region leadership team... .../or public accounting, private industry accounting or...Work at officeSenior
$75k - $105k
Senior Manager, Client Sales and Insights - Retail (Hybrid: Cincinnati, OH) This hybrid role based in Cincinnati, OH will consult with the client... ...is located in Cincinnati, OH. Hybrid in the client’s office with flexible schedule. Compensation Salary range: $75,000....Work at officeSeniorLocal areaFlexible hours$100k - $120k
...consulting, we partner with clients to create thoughtful,... ...a growing footprint of offices across the country and... ...with public and private sector clients to deliver... .... This role focuses on managing and supporting construction... ...safety standards. The Senior Project Engineer will serve...Work at officeSeniorPrivate clientFull timeContract workFor contractorsLocal areaFlexible hours$125k - $175k
...Partners is hiring a Tax Manager for its Louisville-based... ...in the Louisville office is preferred. This position... ...worth individuals and families across the U.S. What... ...Louisville home National client exposure – serve... ...Qualifications Experience with private equity, executive...Work at officeLocal areaRemote workRelocation packageFlexible hours- ...Senior Tax Manager We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This...SeniorTemporary work
- ...seeking a Corporate Tax Manager (Provision) to join our... ...Corporate Tax Solutions Family . In this role, you... ...manager for multiple clients, while collaborating with... ...National Tax Office (WNTO). This... ...mentor, and supervise senior associates, associates...Work at officeLocal areaRelocationFlexible hours2 days per week
$120.4k - $190k
...ensure the solid relationship our clients have come to expect from... ...electrical engineering industry Manage several different assignments... ...investigations for public and private clients Provide services... ...discipline teams across multiple office locations Develop basis of...Work at officeSeniorPrivate clientContract workFor contractorsLocal areaRemote work- ...Corporate Tax Manager (Provision) Corporate Tax Manager... ...Corporate Tax Solutions Family, responsible for business... ...for multiple clients, collaboration with specialists across offices (including the Washington... ...mentoring, and training senior associates, associates,...Work at officeLocal areaRelocationFlexible hours2 days per week
- ...financial services firm in Cincinnati seeks an experienced Director, Family Office Services to partner with ultra-high net worth clients. This senior role involves designing scalable service frameworks and managing complex, multigenerational family relationships. Candidates...Work at office
- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...SeniorPrivate client
- A leading wealth management firm in Cincinnati is seeking a Director of Family Office Services to partner with ultra-high net worth clients. This senior-level role focuses on building scalable family office frameworks and enhancing service delivery. Responsibilities include...Work at office
- ...Private Bank Licensed Client Service Associate II Make banking a Fifth Third better We connect great... ...Function: Provides comprehensive office management support for registered securities representatives... ...needs of our employees and their families, encompassing physical, financial,...Work at officePrivate clientBank staff
- ...state income and franchise tax returns, extensions,... ..., assessing, managing, monitoring, and reporting... ...Proficiency with Microsoft Office software including Word... ...ranging from staff to senior management. Ability to... ...our employees and their families, encompassing physical,...Work at officeSeniorFull time
- ...SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Planner is responsible... ...and recommendations, along with managing existing client relationships. This role has no new... ...experience in wealth, estate, or tax planning; experience with ultra-...Work at officeSenior
$132.7k - $303.2k
..., and experience in assisting clients in meeting their business objectives... ...Responsibilities Serve as the Tax Functional Leader across... ...developing internal team members, and managing the functional efforts of such... ...to investors and families, you’ll use your experience and...SeniorWork experience placementSummer holidayFlexible hours$88.9k - $128.4k
This group assists clients with a full range of transfer... ...and international tax planning, intangibles migration... ...analytical process. Manage deadlines for assigned... ...the use of Microsoft Office Suite, specifically Excel... ...providing you and your family with a measure of...Work at officeSeniorWork experience placementLocal area- Huntington is seeking a Trust Advisor II in Cincinnati, Ohio, to manage Wealth & Investment accounts, building strong relationships with high net worth clients. The role involves assessing financial needs and collaborating with product specialists. The ideal candidate...SeniorPrivate clientRemote job
- ...Job Description A reputable Public Accounting firm in the area is looking to add a SENIOR TAX 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 opportunity...SeniorLocal area
- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...SeniorPrivate client
- ...Overview Tax Manager - Cincinnati, OH (Hybrid) Who A CPA-certified tax... ...planning opportunities, leads client communication, and develops... ...schedule, 2–3 days per week in office). Why To support a growing... ...and mentoring tax staff and seniors. Ideal candidates are confident...Work at officeFull timeImmediate start2 days per week3 days per week
- ...CDC) is a 501(c)(3), tax-exempt, private, non‑profit corporation... ..., real estate management, civic space management... ...‑use residential and office projects that support... ...hosts nearly 1,600 free family‑friendly events each... ...Summary The Organization’s Senior Accountants are...Work at officeSeniorFull timeContract workPart timeLocal areaImmediate start
- ...Job Summary As a Tax Manager, you will be responsible for overseeing... ...reviewing financial information for clients, such as business and... ...Collaborate with partners and senior management to identify business... ...conducted in a professional office environment with minimal distractions...Work at officeLocal area
- ...The Tax Manager is responsible for tax planning and compliance for client relationships and makes recommendations on tax planning strategies within the guidelines of... ...environment, the company reserves the right to modify in‑office attendance requirements at its discretion based...Work at officeContract workLocal area
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