TAX SUPERVISOR (HIGH NET WORTH)
Beahired
About the job TAX SUPERVISOR (HIGH NET WORTH) RESPONSIBILITIES: Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise. Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns. Understand clients' financial goals and objectives, providing personalized tax planning and advisory services. Ensure compliance with federal, state, and local tax laws and regulations. Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities. Develop and implement comprehensive tax strategies to optimize clients' financial positions. Supervise and mentor junior staff, providing technical guidance and fostering professional development. Collaborate with partners and senior management to develop and implement training programs for staff members. Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly. Conduct research on complex tax issues and provide innovative solutions to clients.
QUALIFICATIONS:
Education: Bachelors degree in accounting, finance, or related field. CPA certification preferred. Experience: 4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families. Strong knowledge of federal, state, and local tax laws and regulations. Excellent analytical and problem-solving skills. Exceptional client relationship management abilities. Proficiency in tax software and Microsoft Office Suite. Strong leadership and team management skills. #J-18808-Ljbffr BeahiredVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the TAX SUPERVISOR (HIGH NET WORTH) in New York, NY vacancy
$95k - $160k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... .... This Founders & Tech Executive Tax Supervisor role will be based out of one of our Los... ...Leading the preparation and review of complex high-net-worth individual, fiduciary, gift and estate...High net worthFull timeLocal area$90k - $170k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...and Private Client services. This Tax Supervisor role will be based out of our Boca Raton... ...income tax returns Preparing high net worth individual returns Reviewing mid-level complexity...High net worthFull timeWork at officeLocal area$95k - $115k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...are seeking an experienced Tax Supervisor who will play a key role in managing... ...and partners to deliver high-quality client service, oversee... ...taxation.Experience with high-net-worth individual taxation a plus.Proficient...High net worthFull timeLocal area3 days per week- ...TAX SUPERVISOR JOB DESCRIPTION The Tax Supervisor reports to the Tax Manager/Senior Manager and is responsible for organizing and managing... ...Tax Manager is a significant advantage -Experience with High-Net-Worth Individual, Partnership, and Corporate tax returns -...High net worth
Gelt
New York, NYa month ago $100k - $135k
...Plus! Job Description: Withum's Tax Services Group is made up of a brilliant... ...Client services. This Tax Supervisor role will be based out of our Nashville... ...partnership income tax returns Preparing high net worth individual returns Reviewing mid-level...High net worthWork at officeLocal areaWithum
New York, NY4 days ago- WithumSmith+Brown PC is seeking a Private Client Services Tax Supervisor based in the Columbia, MD or Tysons Corner, VA offices. You will... ...relationships. The role focuses on complex tax returns for high-net-worth individuals and estates, with opportunities to mentor staff...High net worth
- ...We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities. The ideal candidate will possess profound expertise in high-net-worth tax compliance, reviews, planning,...High net worthFull time
77 consultants
New York, NYa month ago $95k - $115k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...for you!We are seeking an experienced Tax Supervisor to join our Financial Services team. The... ...equity funds, management companies, and high-net-worth individuals.This role requires strong...High net worthFull timeWork at officeLocal areaVisa sponsorshipWork visaFlexible hours3 days per week- A-STAFFING, INC. is looking for a Supervisor or Manager level candidate to oversee complex tax engagements for high net worth individuals and entities. The ideal candidate will have a CPA or EA and 5-7+ years of public accounting experience, with expertise in tax planning...High net worthFlexible hours
$130k - $170k
A respected NYC CPA firm is seeking a Tax Supervisor to support a growing high-net-worth client practice. This role offers the opportunity to work on complex engagements while having the support, resources, and culture many professionals are missing. Role Snapshot: Location...High net worthFor contractors- A financial consulting firm in New York is looking for a Tax Supervisor specializing in high-net-worth clients. This role involves managing complex tax return filings, developing personalized tax strategies, and overseeing junior staff. The ideal candidate will have a Bachelor...High net worth
$112.5k - $165k
Withum in New York, NY is seeking a Tax Supervisor to lead audit engagements and handle complex tax returns. Ideal candidates will possess a Bachelor’s Degree in Accounting, be a licensed CPA or pursuing certification, and have at least 4 years of public accounting experience...High net worth- Joingelt is seeking a Tax Supervisor to manage client engagements and prepare tax returns. In this remote role, you will supervise and... ...advance to Tax Manager within a year, working closely with high-net-worth clients and diverse tax situations. #J-18808-Ljbffr JoingeltHigh net worthRemote job
- Insite US, a respected NYC CPA firm, seeks a Tax Supervisor to support a growing high-net-worth client practice in NYC. The role blends advisory work with compliance, offering hybrid flexibility and clear growth toward Manager. Ideal candidates have 5+ years in public...High net worth
- Join Withum’s Tax Services Group, a team of tax specialists dedicated to accurate and... ...for clients across industries. Tax Supervisor — Houston, TX Role Summary The Tax Supervisor... ...partnership income tax returns. Prepare high net‑worth individual returns. Review mid‑level...High net worthWork at officeLocal areaRemote work
$204k - $276k
...single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function. This... ...compliance across a diverse portfolio of entities and high-net-worth individuals.Responsibilities:* Oversee the full tax compliance...High net worthWork at officeLocal area- ...Salary Type AnnuallyIndustry Family OfficeSelling Points Shape tax strategy and compliance for a leading organization.... ...filings for diverse entities, including partnerships, trusts, and high-net-worth individuals.Enhance operational efficiency by optimizing tax tracking...High net worthLocal area
$110k - $190k
DescriptionKforce has a client that is seeking to hire a Tax Manager - High Net Worth in New York City, New York (NY).Summary:This is a unique opportunity to join a firm with unlimited learning, earning and advancement potential. If you are seeking a high paying, partner...High net worth$125k - $200k
Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.ResponsibilitiesCollaborate with... ...complex tax returns and maintain ongoing communication with high-net-worth individuals and related entitiesCultivate relationships with...High net worthRemote work$147k - $152k
Job DescriptionProviding tax compliance and advisory services to high net worth individuals and their closely held businesses with foreign investments; preparing a detailed review international tax compliance forms and work with a dedicated international tax team; advising...High net worthFull timeFixed term contract$175k - $300k
...client, a dynamic, fast-growing National CPA/Tax firm located in NYC, seeks several... ...be for you!Requirements* CPA* 8+ years of high quality, sophisticated public accounting... ...exposure to corporations, partnerships, high net worth individuals* Excellent written and verbal...High net worth- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates,...High net worthWork at office
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment...High net worthWork at officeLocal areaRemote work$126.1k - $253k
...one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity... ...corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a...High net worthFull timeWork experience placementInternshipLocal area$80k - $200k
Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.ResponsibilitiesAct as the primary point of contact for high-net-worth individuals and partnership clientsCultivate and maintain strong, long-term client relationshipsDeliver...High net worthWork at officeLocal areaRemote work- ...TimeWorking Type HybridJob Reference 0000020278Salary Type AnnuallyIndustry Public AccountingSelling Points Lead impactful tax engagements and advise high-net-worth clients. Mentor teams and drive business development in a collaborative environment. Gain expertise in alternative...High net worth
- ...Accounting Services;Broker Dealer;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative, hybrid work environment with unlimited PTO. Lead a dynamic...High net worthRemote work
- ...single family office in the Greater New York Area is hiring a Tax Director to report to the family office CFO. A senior tax leadership... ...family office, a public-accounting tax partnership serving high-net-worth clients, or a trust & estates advisory background....High net worthWork at office
Andsimple
New York, NY2 days ago - ...Responsible For: Perform Director level compliance review and tax return signoff for Federal, Multi-National, Multi-State Corporate... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...High net worthFull timeLocal area
$125k - $200k
...is looking for a Manager, Associate Director, or Director of Tax Compliance to join their team!Location: Hybrid in New York, NY... ...levelResponsibilities:Lead tax compliance engagements for ultra-high-net-worth individuals, families, trusts, partnerships, private...High net worthLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to TAX SUPERVISOR (HIGH NET WORTH). Be the first to apply!
Related searches
- senior tax director New York, NY
- sales & use tax manager New York, NY
- tax manager cpa New York, NY
- tax director New York, NY
- remote tax manager New York, NY
- state tax manager New York, NY
- tax manager New York, NY
- senior international tax manager New York, NY
- indirect tax manager New York, NY
- hedge fund private equity tax manager New York, NY