Tax Manager, Private Client Services - ESOP & HNW Planning
BDO USA
BDO USA, a leading national accounting and advisory firm, seeks a Tax Manager in Private Client Services to provide tax compliance and consulting to high-net-worth clients. You will leverage your education, experience, and leadership to manage engagements, mentor staff, and develop client relationships. Responsibilities include engagement management, tax return review, advanced tax research, and collaboration with clients and advisors. #J-18808-Ljbffr BDO USA
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...people with complicated tax and financial structures.... ..., and life insurance planning. Job Summary A Tax Manager, Private Client Services... .... We are proud to be an ESOP company, offering participants...Private clientHigh net worthPrivate practiceWork at office- ...leading CPA firm in North Carolina is seeking a Tax Manager specializing in individual tax compliance and planning. Ideal for experienced tax professionals, this... ...collaborating with various tax teams. Exceptional client service and mentoring opportunities are provided. The...Private clientFlexible hours
- ...TJT), is a leading full-service CPA firm providing... ...relationships with our clients that has in turn allowed... ...community. TJT serves privately held businesses from... ...Tucker (TJT) is seeking a Tax Manager specializing in... ...0) tax compliance and planning to join our growing tax...Private clientHigh net worthSeasonal workWork at officeLocal areaRelocation packageFlexible hours
$100.06k - $162.1k
...innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...( team is seeking a Tax Manager to support our Wilmington... ...issues, and recognize tax planning opportunities. Candidates... ...complex tax returns for HNW Individuals, C- corps, S-corps...High net worthWork experience placementWork at officeLocal area2 days per week3 days per week$221.3k - $368.9k
...strategic direction for, and manages the planning, developing, and... ...Division priorities by leading the client experience and national sales... ...Wealth Markets and Signature Services by functioning as the conduit... ...all client service across the HNW (High Net Worth) and UHNW (...High net worthFull timeTemporary workWork experience placement$100k - $145k
...Opportunity Own meaningful client relationships and become a trusted tax advisor to individuals... ...a well-established, full-service accounting and advisory... ...across tax preparation, planning, compliance, and strategic... ...Employer. Job Description Manage ongoing relationships...Full timeLocal area- BDO USA seeks a Partnership Manager, Tax to provide tax and consulting services to Pass-Through clients and manage complex engagements. The role focuses on planning, research, client communication and leadership of a tax team. Having CPA credentials and 5+ years in public...
- BDO USA is seeking a Tax Senior, Private Client Services, to provide tax compliance and consulting to high net-worth individuals and families. You will lead engagements, gather information from clients and advisors, and prepare complex returns across various entities while...Private clientHigh net worth
$20.28 - $30.42 per hour
...BIS - FINANCIAL SERVICES OPERATIONS ANALYST WHAT IS THE OPPORTUNITY... ...support for Investment Management advisors and clients covering our Entertainment... ...and Business Banking, and Private Banking Clients-Trading... ...to safety, soundness, planning, and forecasting-Future technologies...Private clientHigh net worthHourly payTemporary workRemote work$110k - $150k
...Description The Partnership Manager, Tax is responsible for... ...tax and consulting services to our Pass-Through clients. Job Summary The... ...Performs tax planning, preparation and research... ...working in the private client area, i.e.... ...is proud to be an ESOP company, reflecting...Private clientHigh net worthWork at office- Overview The Digital Assets Tax Manager assists in providing... ...and consulting services to clients in the digital assets... ...projects related to tax planning opportunities and the... ...public accounting, private industry accounting,... ...veterans, and provides ESOP participation and...Work at officeLocal area
- ...trusted administrator to support Global Capital Markets trust administration and servicing for high net-worth private and institutional clients. You will back seasoned relationship managers, manage daily client requests, and process transactions including disclosures,...Private clientHigh net worth
- M&T Bank Corporation in Wilmington, DE is seeking a Client Services professional to assist with trust and private/institutional client administration. You will support relationship managers, handle daily client requests, and coordinate with internal and external partners...Private clientHigh net worth
- ...trust and entity administration for high-net-worth private and institutional clients. You will assist relationship managers, manage daily client requests, and ensure... ...The role emphasizes delivering strong customer service, effective communication, and collaboration with...Private clientHigh net worth
- ...Tax Manager - Wilmington, DE (Hybrid)An experienced tax professional with strong... ...ability to manage complex, multi-entity client engagements. Lead tax planning, consulting, and compliance work... ...leader who brings innovation, client-service excellence, and deep technical...High net worthWork at officeImmediate start2 days per week3 days per week
- ..., Delaware, is seeking an administrator to support Global Capital Markets trust and servicing for high net-worth private and institutional clients. You will assist Relationship Managers, prepare documents for meetings, and process related transactions while maintaining...Private clientHigh net worth
$92.87k - $152.57k
...Tax Manager Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ..., including a broad array of planning and advisory services, investment management, trust and estate... ..., corporate, and institutional clients through multiple integrated businesses...High net worthLocal areaFlexible hours- ...Tax Manager Location: Wilmington (in-office T,W,TH) Type: Full-... ...decision. As a fee-based financial planning, wealth management, tax, and... ...'re passionate about helping clients reach their goals through... ...delivering high-touch, personalized service. What You'll Do In this...High net worthFull timeWork at officeLocal area
$88.4k - $132.6k
...0,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe... ...counsel and/or facilitating services to others in area of... ...Worth segment with financial planning and excellent discovery and... ...Business Partners, Relationship Manager, etc.)Organize client events...Private clientHigh net worthFull timeWork at office- Jobot in Philadelphia area regional firm seeks a Senior Tax Manager to lead tax compliance for high net worth individuals and real estate clients, handling federal/state income tax, tax planning, and 1120S returns. This permanent role offers a path toward Partnership,...High net worthPermanent employmentWork at office
- A leading accounting firm is seeking a Tax Manager for their Wilmington, DE office. This full-time role requires a Bachelor's degree in... ...interpersonal skill set to mentor staff. The position involves managing client projects, conducting technical reviews on tax returns, and...Full timeWork at officeRemote work
$92.87k - $152.57k
## Tax Manager, Personal Tax ServicesApplylocations: Berwyn, PA: Wilmington, DEtime... ...solutions, including a broad array of planning and advisory services, investment management, trust and... ...individual, corporate, and institutional clients through multiple integrated...Local areaFlexible hours- ...the solution.Corteva Agriscience is seeking multiple full‑time Tax Managers to join our Finance Department. This position is based in... ...accounting and reporting, U.S. income tax compliance, and tax planning for a large multinational public company. The primary area of...Full timeLocal area1 day per week
$110k - $137k
Manager-Fund Accounting (Client Services) Livingston, NJ (Hybrid-3 days weekly on-site) Monday to Friday 9 am to... ...services provided to private equity funds such as: Review financial... ...technical training, and career development planning Daily client and team member interaction...Local areaRemote workWorldwideMonday to Friday- Cognex Corporation is seeking a Project Manager with external customer facing experience to... ...pre-sales activities to assess risks and plan delivery. Responsibilities include... ...and ensuring documentation and handoff to service teams. #J-18808-Ljbffr Cognex Corporation
- ...great organizations. We are looking to add a Tax Manager in our New Castle Delaware office. We are Hybrid– office, remote, and client sites. Responsibilities Provides open... ...and manages a variety of client engagements; planning, executing, and completing tax projects Consultation...Full timeWork at officeRemote work
$150k - $350k
...on upside. True independence to manage your client relationships and investment approach... ...management with comprehensive planning and personalized client service. Job Description Lead the launch... ...investment strategy, retirement planning, tax aware portfolio structuring, and...High net worthFull timeLive inWork at officeLocal areaRelocationRelocation packageFlexible hours$160k - $240k
...- $240,000 per year Senior Tax Manager / Tax Director / Tax Manager... ...and state tax, income tax, tax planning, and 1120S. Additionally, you... ...strategic tax planning and advice to clients, ensuring they are fully... ...exceptional customer service at all times. Staying up-to-...High net worthPermanent employmentWork at officeLocal area$77.97k
...Washington Job Summary The Private Client Advisor's focus will be on our... ...Affluent client base with planning and financial wellness as the... ...primary provider of investment services to KeyBank Mass Affluent... ...partnership with Retail Branch Managers, teams, and Centers of...Private clientTemporary workBank staffWork at officeFlexible hoursNight shift$22.61 - $37.67 per hour
...Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (... ...terminations. Ensures proper administrative management for accounts under responsibility, with supervision...Private clientHigh net worthHourly payWork experience placementImmediate start
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