Tax Principal for High-Net-Worth Clients (NYC)
LeoForce
LeoForce is seeking a Senior Tax Manager / Tax Principal to join their team in New York. This role focuses on providing comprehensive tax compliance and advisory services to high-net-worth individuals and families, requiring a CPA and a minimum of seven years of relevant experience. The successful candidate will manage multiple engagements, ensuring proactive tax guidance and effective client communication while working alongside financial advisors in a collaborative environment. #J-18808-Ljbffr LeoForce
- ...Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked... ...below: · You will counsel ultra-high-net-worth individuals, families, and their entities... ...and generation-skipping transfer taxes to protect and preserve client...TaxHigh net worthTemporary workWork at officeLocal areaFlexible hours3 days per week
$200k - $260k
Senior Tax Manager / Tax Principal - High Net Worth Clients Location: New York, NY, US Job Details Experience: Director. Salary: $200,000 - $260,000 per year. The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance,...PrincipalTaxHigh net worthWork at officeFlexible hours$10.4k
...firm searching for a Principal Wealth Manager. Our client is transforming... ...of experience from high-performing VC-backed... ...developing and managing high-net-worth client relationships... ...strategy, tax planning, retirement... ...Commuter, and FSA plans NYC office with breathtaking...PrincipalTaxHigh net worthWork at officeImmediate startRemote workRelocation package$112k - $150k
Private Client Services at BDO is a boutique practice within... ...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial structures... ...Range: $105,000 - $150,000 NYC/Long Island/Westchester...TaxHigh net worthPrivate practiceWork at office- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance...TaxHigh net worth
$220k - $250k
...involves sophisticated estate planning and administration for high-net-worth clients. The firm emphasizes a collaborative, team-oriented culture... ...for attorneys skilled in complex wealth transfer and tax planning for affluent clients. #J-18808-Ljbffr Marina Sirras...TaxHigh net worth- ...role. Candidates should have at least 3 years of experience in high-net-worth trust and estate planning, with a strong background in tax laws and succession planning. This position involves advising clients on estate, gift, and charitable planning, as well as overseeing...TaxHigh net worth
$250k
...Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’s... ...of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and...TaxHigh net worth- ...development professional to manage and expand relationships with high-net-worth individuals and family offices. The role involves working... ...teams to position investment products effectively, organizing client events, and leveraging market intel to enhance the offerings....TaxHigh net worth
$200k
Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving...TaxHigh net worthFull time- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...TaxHigh net worth
- ...professional services firm in New York is seeking a Tax Manager specializing in Private Client Services. The role involves managing tax engagements,... ...strategic tax solutions, and collaborating closely with high-net-worth individuals and family offices. Ideal candidates have...TaxHigh net worthWork at officeRemote workFlexible hours
- A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance... ...requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge...TaxHigh net worthRemote job
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...TaxHigh net worth
- A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate...TaxHigh net worthPrivate practice
- ...prestigious boutique firm to fill an unposted private client services associate position in New York City. The... ...experience and will join a collaborative group that advises high-net-worth individuals on trust, estate, and tax matters. The firm offers a hybrid office policy and...TaxHigh net worthWork at office
- BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree. The successful...TaxHigh net worthWork at office
$30 - $39.5 per hour
Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate... ...exhibit strong attention to detail while managing client expectations effectively. In this role, you'll be...TaxHigh net worthHourly payPrivate practice- LHH is seeking a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along with drafting tailored estate plans. You will work in a collaborative environment...High net worthWork at officeRemote workFlexible hours
$30 - $39.5 per hour
...Tilly US is seeking an Accounting Specialist to join their Private Wealth Tax Practice, primarily working with high net worth individuals. The role involves providing exceptional service, managing client relationships, and supporting the team in delivering quality work....TaxHigh net worthHourly payPrivate practice- A leading accounting firm in New York is seeking a Tax Principal or Tax Partner to join their team. This role involves advising high-net-worth clients on complex tax matters, expanding the tax practice, and mentoring team members. Candidates should possess a strong background...TaxHigh net worth
- ...most to you!We are looking for a Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be... ...extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entitiesInteract...TaxHigh net worth
- ...Description Job Description Tax Senior Manager, Private Client Group Role Type: Hybrid... ...) Location: NYC, NY A well-established... ...firm is seeking a highly experienced Senior Tax Manager... ...advisory services to high-net-worth individuals, family offices...TaxHigh net worthWork at officeFlexible hours
- CORDA Investment Management is looking for a CPA (Tax Strategist & Financial Planner) in a hybrid role based in Houston, TX. You will prepare and review tax returns for high-net-worth clients, develop proactive tax strategies, and collaborate with advisors. The position...TaxHigh net worthFull time
- Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This...TaxHigh net worthLocal area
$250k
...Partner who specializes in providing comprehensive tax, accounting, and consulting advice to high-net-worth families with emphasis on tax planning and compliance... ...and maintain strong, long-term relationships with clients, understanding their unique needs and goals....TaxHigh net worth- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...billing and engagement economics Highly proactive approach to serving clients... ...-market companies, as well as high net worth individuals, family offices, not-...TaxHigh net worthWork experience placementPrivate practiceLocal area
$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... ...to expand services with existing clients and attract new high-net-worth individuals and family office clients. Qualifications BS...TaxHigh net worthWork at officeLocal area$90k - $150k
...accounting firm is seeking an experienced Tax Manager to lead tax compliance engagements and act as the primary contact for clients. Candidates must possess a Bachelor's... ...of relevant experience, particularly with high net worth individuals. This role offers a competitive...TaxHigh net worthFlexible hours$106.5k - $195.1k
...Irvine, Los Angeles Manager - Private Tax (Financial Services Organization) As a Manager... ...and private wealth management—including high‑net‑worth individuals, succession, governance,... ...and business structures. Support clients in wealth transfer, succession planning,...TaxHigh net worthRemote workFlexible hours
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