Tax Managing Director - Ultra HNW, Global PCS
Jobtailor
Responsibilities Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held businesses and investment vehicles Provide comprehensive tax advice and solutions that consider income, estate and gift tax implications throughout the chain of ownership Possess strong technical skills in individual and trust income, estate and gift tax, with working knowledge in corporations and partnerships Responsible for being the lead of the engagement team, and responsible for having direct contact with clients and managing all aspects of client accounts Provide effective consulting, planning and compliance advice for your clients Research and document tax issues and identify planning opportunities Provide thought leadership on issues critical to global private clients Work to expand client base and display strong business development abilities Mentor, train and supervise staff Requirements Have a CPA license or JD Have a masters of tax or LLM (preferred) Have 10+ years of public accounting experience, including 5+ years of supervisory experience Have Big Law or Top 20 accounting firm experience (preferred) Possess excellent written and verbal communication skills Possess outstanding analytical, organizational and project management skills Have a track record of building and sustaining client relationships and high-quality client service Have experience representing clients in front of the IRS and state agencies Be highly motivated to succeed and be part of a high-performing team ATS Optimization Keywords Hard Skills Individual Income Tax Trust Income Tax Estate Tax Gift Tax Corporate Tax Knowledge Partnership Tax Knowledge Tax Research Tax Planning Compliance Advice Business Development Soft Skills Excellent Communication Skills Analytical Skills Organizational Skills Project Management Skills Mentoring Skills Certifications & Qualifications CPA License JD Masters Of Tax LLM #J-18808-Ljbffr Jobtailor
- Jobtailor is seeking a senior tax advisor to lead engagements for ultra-high net worth clients and their privately held businesses. You will deliver integrated tax planning across income, estate and gift taxes and oversee engagement teams with direct client contact. The...High net worth
- ...Tax Director - Private Client Services page is loaded## Tax Director -... ...the Private Client Services (PCS) practice, able to sit in a number... ...will have the flexibility to manage your days in support of our... ...institutions and start-ups, global public firms, and middle-...High net worthWork experience placementPrivate practiceLocal area
- Jobtailor is seeking an experienced international tax professional to join its team. The role focuses on reviewing compliance forms,... ...coordinating with cross-functional private client and trust groups on global cross-border matters. The candidate will lead a small team,...SuggestedFixed term contract
$100k - $120k
Remote Executive Assistant to Managing Director, Research This range is provided by Tiger Recruitment... ...Family Offices & Private Residences for HNW & UHNW Clients Across… Remote Executive... ...$100-$120k I am working with a global strategic advisory firm looking for an Executive...High net worthRemote jobFull timeWork at office- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently... ...tax planning and compliance functions for ultra-high net worth individuals and their families, with...High net worthPrivate practiceWork at officeLocal area
- Responsibilities Lead day-to-day client delivery for complex HNWI tax engagements with international components Prepare and review U.... ...tax, trusts, and estate/gift rules Demonstrated ability to manage projects, review technical work, and interact with clients Eagerness...High net worth
- ...seeking an experienced U.S. Private Client Tax professional to lead delivery for high-net... ...with international components. You will manage complex engagements, prepare U.S. tax returns... ...junior staff while coordinating with global colleagues. The role emphasizes technical...High net worth
- Jobtailor is seeking a seasoned Global Payroll Leader to oversee end-to-end payroll operations across multiple countries within a complex enterprise. You will establish and govern payroll policies, monitor regulatory changes, and collaborate with HR, HRIS, Finance, Legal...
- Client Accounting Manager - Outsourced Accounting page is... ...Net Worth Individuals (HNW) and their businesses, nonprofits... ...with GAAP and tax basis accounting.* Work... ...Private Client Services (PCS) Team:The EisnerAmper Private... ...and start-ups, global public firms, and middle...High net worthContract workTemporary workWork at officeLocal area
- ...a distinguished wealth management firm specializing in alternative... ...platform tailored to Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients, providing goal... ...business management, tax strategy, insurance, and... ...situated employees #J-18808-Ljbffr RGH-Global LtdHigh net worthFull timeRemote work
- 6AM City, LLC is seeking a Tax Director to oversee tax structuring and strategic planning. The ideal candidate should have extensive experience in public accounting and private advisory, especially in private equity. You will collaborate with various stakeholders and must...
- A prestigious accounting firm is seeking a dynamic Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals. This role requires strong leadership skills, expertise in business development, and the ability to foster professional growth...High net worthLocal area
$135k - $150k
Jitterbit, a leader in the Integration Platform as a Service (iPaaS) tech space, is seeking a manager for Global Operations accounting. This role includes overseeing month-end close processes and ensuring compliance with accounting policies. Candidates should have a minimum...Remote job- Jobtailor is seeking a senior Wealth Management Banking professional in the United States to lead high‑impact initiatives within the Executive... ...Services segment. You will serve as a trusted advisor to HNW clients and senior executives, delivering customized lending strategies...High net worth
- Crowe in the United States is seeking a senior tax professional to deliver high‑level consulting, compliance, and... ...for complex estate, gift, and trust matters affecting ultra‑high‑net‑worth clients. You will manage multiple projects in a fast‑paced, collaborative environment...High net worthWork at office
- Responsibilities Deliver high‑level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra‑high‑net‑worth clients. Manage multiple projects in a fast‑paced, collaborative environment while maintaining a focus on...High net worthWork at office
- Airwallex is looking for a Director of Product, Business Accounts to lead the product experience for managing money across accounts and transfers. You will define the future... ...fintech. Join Airwallex to shape the future of global financial operations. #J-18808-Ljbffr...
$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...the team focus on key issues like wealth management, compliance, cash flow management, equity... ...needs of their business in today's changing global landscape. To really stand out and make...High net worthFull timeH1bRemote work- ...role focuses on building and operationalizing key partnerships globally, engaging with stakeholders, and implementing sales enablement... ...Ideal candidates have over 10 years of experience in partner management, a deep understanding of the defense landscape, and exceptional...
- ...service delivery Establish and maintain global payroll and time tracking policies and procedures... ...payroll-related accounting coordination Manage payroll vendor performance and... ...Extensive knowledge of US payroll regulations, tax laws, and compliance requirements Expertise...
- Jobtailor seeks a senior leader to manage HP alliance partnerships and drive global strategies across multiple regions. You will inspire cross-functional teams, provide policy expertise, and represent HP to external stakeholders. The role requires 15-20 years of relevant...
- Jobtailor is seeking a globally oriented HR executive to lead integrated talent programs across the enterprise. You will shape strategy... .... The role requires deep expertise in executive talent management, succession planning, and organizational design, paired with strong...
$250k - $300k
Overview The Vice President, Global Sales is responsible for leading a diverse commercial team focused on consumables growth within the... ....g., outside sales, inside sales, ecommerce, etc.). Develop and manage international channel partners with a focus on compliance and growth...Remote workRelocation package- Overview As an M&A Director in our Tax Advisory practice, you will partner directly with our clients to help themnavigate the dynamic tax challenges... ...About Riveron At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve...Work at office
- ...business lines and disciplines Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and... ...serving as a subject matter expert Requirements 7+ years of Wealth Management Banking - Professional Services experience, or equivalent...High net worthWork experience placementImmediate start
- ...activities involving new or marketed drugs for oncology indications Manage and oversee the entire cycle of clinical development, including... ...implement strategic initiatives across functional groups and global pharma teams Demonstrated experience in the design,...
- A leading healthcare technology firm is seeking a VP of Consultant Relations to lead the global consultant strategy, cultivating relationships with major consulting firms. The successful candidate will enhance market influence and drive enterprise adoption through strategic...Remote work
$113.4k - $169.4k
Tax Manager - High Net Worth / Estates & Trusts Department: Tax Employment Type: Full Time Location: United States Reporting To: Eldy Lopez... ...Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts. Manage and review...High net worthFull timeLocal areaImmediate startRemote workFlexible hours- ...operating model from a clinical-stage environment to a scalable global commercial capability Build the planning capabilities needed... ...across Plan-to-Deliver Lead scenario planning and planning risk management Drive future state digital planning ambition Build and lead a...
- A distinguished wealth management firm is seeking an experienced Private Wealth Advisor to join... ...client relationships, with a focus on Ultra-High-Net-Worth and High-Net-Worth clients... ...competitive benefits including healthcare and a 401(k) plan. #J-18808-Ljbffr RGH-Global LtdHigh net worth
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