Tax Manager, Private Client for UHNW Family Offices
CohnReznick LLP
A leading professional services firm in New York is seeking a Tax Manager specializing in Private Client Services. The role involves managing tax engagements, developing strategic tax solutions, and collaborating closely with high-net-worth individuals and family offices. Ideal candidates have over 5 years of public accounting experience and hold a CPA or Enrolled Agent license. This hybrid position encourages a balance between remote work and in-office collaboration, promising a flexible work environment. #J-18808-Ljbffr
$110k - $175k
...Tax Manager [Tax & Family Office Group] Opportunity ID 8978 Department Tax Location... ...relationships, solutions to address clients' unique business goals and risks,... ...for a Tax Manager to join our Private Client Services Group team located...Private clientPrivate practiceWork at officeLocal areaFlexible hours3 days per week$130k - $150k
...Title: Tax Manager ~ Tax Strategy / HNW & Family Office Location: Secaucus, NJ Salary: $130k to $150k plus bonus Benefits: Generous PTO, 401K match, tuition... ...and tax preparation experience. Experience with HNW and UHNW. Proficiency with Microsoft Excel. Knowledge with...SuggestedWork at office- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily... ...(GSFO), part of the Private Wealth Management division, is seeking a... ...for ultra-high-net-worth (UHNW) clients and institutional family offices... ..., wealth planning, tax and estate advisory, and philanthropic...Private clientWork at office
- ...seeking a Vice President for Family Office Reporting & Advisory based in... ...solutions for ultra-high-net-worth clients. Key responsibilities include... ...reporting platforms, managing vendor relationships, and overseeing... ..., particularly with UHNW clients. Join Goldman Sachs to...SuggestedWork at office
- ...Job Summary My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNWindividuals and family offices. The position is located in New York City and... ...06, 709, family partnerships, private foundations, entity and foreign...SuggestedWork at office
$95k - $120k
...securities, investment management and wealth... ...s employees serve clients worldwide including... ...from more than 1,200 offices in 43 countries.... ...institutional and private clients (e.g., Defined... ...-High Net-Worth, Family Offices, etc.) of... ...solutions for UHNW international clients...Private clientTemporary workWork at officeWorldwide- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a team. You will leverage your extensive tax compliance experience to deliver innovative solutions for ultra-high net worth...Private client
- ...CPS Inc. is seeking a Tax Manager with extensive experience in tax preparation for Ultra High Net Worth individuals and family offices. This role requires high technical knowledge and an... ...while communicating effectively with clients. The position is located in New York...Work at office
$140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager, Private Client Group Department... ...advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and...Private clientFull timeLocal area- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement... ...include some of the wealthiest families in the US, Family Offices, Owner Operated Business Entities... ...to present a comprehensive tax strategy to prospective and current...Private clientWork experience placementInternshipPrivate practice
$95.5k - $195.4k
...core part of our DNA across our audit, tax, and consulting groups. That's why... .... Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting... ...new high-net-worth individuals and family office clients Qualifications: BS...Private clientWork at officeLocal areaRemote workWorldwide- ...goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...offers flexibility in terms of office location, asEisnerAmperfollows a hybrid... ...Client Services Team connects family owned, closely held businesses and high...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$140k - $200k
...securities, investment management and wealth... ...s employees serve clients worldwide including... ...from more than 1,200 offices in 43 countries.... ...institutional and private clients (e.g., Defined... ...-High Net-Worth, Family Offices, etc.) of... ...models for OCIO’s UHNW clients, including...Private clientTemporary workWork at officeWorldwide- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...position offers flexibility in terms of office location. Whatit Means to... ...high net worth individuals and their families, ensuringtimely,accuratedelivery...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing... ...for affluent clients, including family offices and trusts, with responsibilities in... ...development, client communication, and tax return review. Candidates should have...Private client
$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and... ...clients and attract new high-net-worth individuals and family office clients. Qualifications BS in Accounting required, Masters...Private clientWork at officeLocal area$115k - $197.1k
...the Boundless Horizons of Tax, Valuation, and Business... ...with extraordinary clients spanning every industry,... ...success! The Role Managers in our Private Client Services (PCS) practice... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Associates LLC is seeking a mid-level associate to join its Private Client & Family Office practice in New York. This role focuses on advising ultra-... ...and families on complex domestic and international tax and estate planning matters. Responsibilities include drafting...Private clientPrivate practiceWork at office
- CPS, Inc. is seeking a Tax Manager in New York City. This hybrid role requires extensive experience... ...with Ultra High Net Worth individuals and family offices. Responsibilities include preparing complex returns, leading client engagements, managing accounts, and providing...Work at office
$115k - $270k
...IMPACT Goldman Sachs Family Office is seeking a highly experienced... ...oversee and advise private clients and family offices by... .... OUR IMPACT Wealth Management Across Wealth... ...beyond, which may include tax and estate planning, philanthropic... ...Ultra-High-Net-Worth (UHNW) clients and family...Private clientFull timeTemporary workPart timeWork at office$150k - $250k
...Tax Senior Manager [Private Client Services Group] Opportunity ID 9459 Department... ...to join the team in our New York office. CohnReznick is a hybrid firm and... ...practice with a focus on tax services for Family Offices and UHNWIs. We work with clients...Private clientPrivate practiceLocal areaFlexible hours3 days per week- ...City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax... ...balance and an opportunity to transition into private industry. #J-18808-Ljbffr ECG ResourcesWork at office
$170k - $210k
...00.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC... ...and/or HNW tax experience from Public Accounting or Private Position Overview The Tax Manager will play a key role in...Full timeContract workWork at officeLocal areaRemote work$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well...Private clientPrivate practiceWork at office- JPMorganChase is seeking an Outsourced Family Office Wealth Planner for the Family Wealth Services team. In this role, you will provide customized family office solutions to ultra-high-net-worth clients, developing comprehensive financial plans and facilitating multigenerational...Work at office
- J.P. Morgan is seeking an Outsourced Family Office Wealth Planner for their Family Wealth Services... ...plans to ultra-high-net-worth clients. Ideal candidates should have strong communication... ...J.P. Morgan Advisors and contribute to managing relationships while leveraging industry...Work at office
$310k - $390k
...Description Pillsbury's prominent Private Client & Family Office practice group is seeking to hire a... ...complex trust structures and income tax planning. We are open to candidates... ...communication, analytical, and time management skills, superior judgment, proficiency...Private clientPrivate practiceWork at office- ...seeks a mid-level associate to join its Private Client and Family Office practice in New York, NY. This role... ...complex trust structures and income tax planning. Duties Advise ultra-high-net... .... Excellent analytical and time management skills. Superior judgment and proficiency...Private clientWork at office
$200k - $250k
A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The role requires building and managing client relationships, leading a multidisciplinary team, and developing...Work at office- ...Tax Manager - Family Office Group CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities: Supervise, direct a team members performing duties for the client. Review income tax returns for corporations, partnerships,...Work at office
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