Private Client Tax MD - Elite Wealth Strategy Leader
BDO USA
BDO USA is seeking a Tax Managing Director for Private Client Services (PCS) to lead engagements, drive tax planning, and deliver high‑touch consulting for high net‑worth clients. This role sits on the office/region leadership team, shaping strategy and client relationships. You will supervise teams, review complex tax returns, and collaborate with executives to provide tailored tax solutions across estates, foundations, and business structures. Strong leadership and communication are essential. #J-18808-Ljbffr BDO USA
- Huntington Bank is seeking a Wealth Planner to deliver planning for clients with $1-$10M in net worth. You will conduct... ...implement comprehensive wealth strategies. You will lead engagements,... ...wealth advisors and staying current on tax and planning strategies. #J-18808...Tax
- ...Overview:The Director of Tax will lead the tax strategy, planning, and... ...partnerships, trusts, private investments, real estate... ...strategy, focused on wealth preservation, tax... ...firms within the Private Client Services / Family... .... TQL is an industry-leader in the logistics industry...TaxPrivate clientWork at officeLocal area
$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager... ...team helps guide clients through their most critical... ...). As a global leader in providing consulting... ...clients include asset, wealth, and investment... ...degree (MBA; PhD; JD; MD; Masters)Experience at...Private clientOdd jobWork experience placementLocal area- UHY-US is seeking a Tax Principal to lead the tax practice in a strategic, client‑facing role. You will shape innovative tax strategies, manage high‑level client relationships, and drive firm growth as a premier tax advisory provider in the United States. You will oversee...Tax
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior... ...Transactions team helps guide clients through their most... ...).As a global leader in providing consulting... ...include asset, wealth, and investment advisers... ...degree (MBA; PhD; JD; MD; Masters)Experience at...Private clientOdd jobWork experience placementLocal area- MAI Wealth Management, Inc. is seeking a seasoned Portfolio Manager to implement its investment strategy for high net worth clients and families in Cincinnati. The role may involve participation in various investment committees and collaboration with financial planners...
- A leading financial institution in Ohio is seeking a Private Banker to manage client relationships and offer financial advice. You will leverage your expertise in investments, credit, and banking to generate new client acquisitions while ensuring an exceptional experience...Private client
- ...Cincinnati seeks an experienced Tax Associate Director, High Net... ...a portfolio of high net worth clients, oversee engagements, and mentor... ...technical tax work with strategy and business development, requiring... ...with attorneys and wealth advisors to deliver sophisticated...Tax
- ...Cincinnati, OH seeks a Senior Wealth Planner to deliver customized,... ...sophisticated planning for high-net-worth clients. You will lead complex... ...collaborate across estate, tax, business, and liquidity... ...ability to translate complex strategies into actionable plans for clients...Tax
- ...Attorney with strong experience in estate planning and tax law to join our private client practice. The successful candidate will advise individuals... ...comprehensive estate, gift, and fiduciary tax planning strategies; draft and implement trusts, wills, powers of attorney,...TaxPrivate clientPrivate practice
- ...PBC) is a member of the Private Bank Center (PBC) and... ...Work with private bank clients' in executing estate plans... ..., and the use of tax deferral techniques. The... ...relationships, utilizing an Wealth Management Advisor, as... ..., estate planning strategies, and income, gift and estate...TaxPrivate client
- Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables... ...You will build comprehensive plans (cash flow, taxes, risk, wealth transfer) and oversee...Tax
- Fifth Third Bank seeks a Trust Tax Manager to lead a team of 7-10 tax professionals responsible for fiduciary, charitable, and IRA returns. You will advise on complex tax matters and ensure accuracy, compliance, and timely delivery of tax filings. The role requires strong...Tax
- A national professional services firm is seeking a Tax Manager to oversee financial information and tax compliance for clients across various industries. The role involves developing tax strategies, supervising tax staff, and ensuring timely and accurate tax filings. Candidates...TaxFull time
- U.S. Bank is seeking a seasoned wealth management professional to retain and grow high net worth client relationships, coordinating a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. The role requires NMLS registration under...Private clientWork at officeFlexible hours
- ...Office Services Team, the Senior Wealth Strategist is responsible for... ...Managing Directors and the client team to prepare for and attend... ...providing firm-wide support on tax and estate planning issues, writing... ...specific planning issues and strategies with an eye toward proactive...TaxWork at office
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...Columbia; OH-Columbus; TX-Dallas; MD-Baltimore; IL-Rosemont; CA-...TaxFull timeH1b- A leading CPA firm in Cincinnati seeks a Lead Tax Strategy professional. The role involves leading tax planning, compliance, and reviews across various client engagements. Candidates should possess experience with 1040, 1120/1120s, 1065, and 1041 forms, alongside the ability...Tax
- ...primary goal is to serve our clients, one another, and our... ...We’re not your typical wealth management firm. Our... ...grow as a person and leader in your field and transform... ..., alongside estate, tax and philanthropic planning... ...picture and develop strategies to achieve their goals....TaxWork at officeLocal area
- Benchmark Wealth is a boutique Registered Investment Advisory (RIA)... ...create an environment where both clients and team members thrive. As an... ..., investment management, tax planning, and estate planning.... ...financial plans across cash flow, tax strategy, risk management, wealth...TaxTemporary work
- Stock Yards Bancorp, Inc. seeks a Wealth Management & Trust - Regional Manager to lead the wealth management team in acquiring high net worth clients and delivering comprehensive investment, trust and financial planning services. You will collaborate with senior management...
- ...solutions and advice to help clients achieve their goals and plan... ...Financial is a high growth, private equity backed, multi branch Registered... ...2024. SUMMARY: The Senior Wealth Planner is a critical member... ...in estate planning, advanced tax strategies, and multigenerational wealth...TaxFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
$128k - $252.5k
...Summary Our Deloitte Strategy & Transactions team helps guide clients through their most... ...transactions with corporate and private equity clients, this role... ..., treasury, and tax coordination3+ years of experience... ...employees to senior leaders, we believe there’s always...TaxPrivate clientLocal area- JPMorgan Chase in Cincinnati seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients with a proactive, advisory approach across the bank's products and services. You will manage complete banking relationships, develop referrals, and...Private client
$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...such as audit, tax compliance, and... ...on business strategy. You’ll have the... ...team helps our clients design and... ...key issues like wealth management,... ...values-driven leader at every level.... ...; TX-Dallas; MD-Baltimore; VA-Richmond...TaxFull timeH1b- About the RoleThe Multi-Office Leader, known internally as an Area... ...delivering a consistent, high-quality client experience across every... ...results. You’ll lead and develop Tax Professionals and Client... ...evolve through our Block Next strategy, blending human expertise with...TaxWork experience placementSeasonal workWork at officeNight shiftAfternoon shift
- ...Investment Management is seeking a skilled CPA to own the tax preparation work and help scale the tax division across multiple... ...planning alongside accurate filings, integrating tax strategy into clients' wealth plans. You'll collaborate with eight financial advisors and...Tax
- Carson Wealth seeks a Wealth Advisor to deepen existing client relationships, attract new clients, and deliver comprehensive advisory services across financial planning, investments and tax strategies. You will lead client meetings, communicate complex information clearly...Tax
$215k - $270k
Job Description Private Client Services at BDO is a boutique practice within... ...people with complicated tax and financial structures. The... ...required to present complex strategies to clients and prospective clients... ...you’ll find meaningful work, leaders invested in your success, and...TaxPrivate clientPrivate practiceWork at office- BDO USA is seeking a Tax Senior in Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will work with clients and their advisors, prepare complex returns, and guide staff in a fast-paced environment. Requirements include a bachelor...TaxPrivate client
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