Tax Senior - Family Office & UHNW Client Lead
CohnReznick
CohnReznick in New York is seeking a Tax Senior Associate to join our Private Client Services practice. The role focuses on tax services for Family Offices and UHNWIs, delivering complex financial insights and client service with a collaborative approach. Responsibilities include engagement leadership, tax return preparation (1120, 1120S, 1065, 1041, 1040), financial analysis, and assisting on proposals. We offer a hybrid work model and a comprehensive total rewards package. #J-18808-Ljbffr CohnReznick
- CohnReznick is seeking a Tax Senior Associate for the Commercial Services Team in the New York... ...area. This hybrid role balances in-office collaboration (avg 3 days/week) with flexible... ..., and tax services for middle-market clients. The ideal candidate has a Bachelor's degree...Work at officeSeniorTaxFlexible hours3 days per week
- ...prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing... ...candidates will have 10+ years of HNW/UHNW tax experience, strong tax review expertise...Work at officeSeniorTax
- A renowned recruitment agency is seeking an Executive Director, Head of Family Office and Tax - Controller to oversee financial operations within a Single Family Office in New York. The ideal candidate will have extensive experience managing complex portfolios and a strong...Work at officeSeniorTaxFull time
- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You... ...collaborate with a small team to deliver integrated family office services. The role emphasizes attention to detail,...Work at officeSeniorTax
- ...Inc. (NYSE: CBZ) is a leading professional services... ...in accounting, tax, advisory, benefits,... ...actionable insights to help clients anticipate what is... ...Primary DutiesThe Tax Senior Manager is responsible... ..., multi-generational families, family offices, trustees, and closely...Work at officeSeniorTax
- RSM US LLP seeks an experienced Tax Partner for the Family Office Enterprise practice in New York. You will lead tax engagements for ultra high net worth families, advise... ...innovative solutions. The role emphasizes growing client relationships, supervising staff, and...Work at officeSeniorTaxLocal area
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...public sector and commercial clients optimize operations and... ...Execution & Client Intelligence Lead is a senior operating role responsible for... ...between the AI Program Office and the Services product and... ...------------------------Job Family Group: Institutional Sales--...Work at officeSeniorFull time- Corient Services LLC in New York seeks a tax professional with 4-6 years of experience in tax or family office practice, emphasis on individual and fiduciary matters.... ...You will prepare and review work papers, support client requests, and help deliver integrated services...Work at officeSeniorTax
- Our client, a family office in NYC, is seeking a Senior Accountant to assist with their investments across the US. Responsibilities: ~Manage entity close processes... ...bank reconciliations ~Prepare financial statements, tax projections, and management fee calculations ~...Work at officeSeniorTaxFull time
- ...Description Job Description Most Senior Tax roles have you preparing... ...you at the center of your clients' financial lives. A highly... ...high-net-worth individuals and families, working across tax planning,... ...worth individuals and family offices ~ Bachelor's degree in...Work at officeSeniorTax
- Most HNW tax roles keep you focused on one piece of the client relationship. This one puts you at the center of it. A... ...advisory firm is looking to add a Senior Associate to its New York team.... ...accounting, wealth management, or a family office environment Strong experience...Work at officeSeniorTax
$200k - $250k
...goals is the best way to help our clients and advance our business. We... ...(RM) to join our multi-family (MFO) team in New York, NY. In... ...needs - integrating estate and tax planningEnsure all clients are... ...be physically present in the office when not traveling for business...Work at officeSeniorTaxFull timeLocal area- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...position offers flexibility in terms of office location, as EisnerAmper follows a... ...net worth individuals and their families.Possess comprehensive knowledge of...Work at officeSeniorTaxFull timeTemporary workPrivate practiceLocal area
$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...Work at officeSenior- CohnReznick, a leading professional services firm, invites a Tax Manager to join its New York Metro Private Client Services team. You will manage tax engagements, advise on tax planning... ...in a hybrid work environment with in-office collaboration several days a week. #J-1...Work at officeTax
$125k - $150k
Client Success is the front line of VTS’s retention... ...engine. As a Senior CSM, you aren't just... ..., the world’s leading CRE giants scale and... ...hire to work from our office four days a week. *... ...dental and vision), pre-tax commuter benefits,... ...policy, generous family leave program, and...Work at officeSeniorTaxWorldwideFlexible hours$126.1k - $253k
We are the leading provider of professional services... ...change, empowering our clients and people to realize... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...Exposure to strategic tax planning, business advisory... ...growthAs a Tax Senior Manager, you will be responsible...Work at officeSeniorTaxFull timeWork experience placementInternshipLocal area$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career... ...held business owners, and their families, to join our Private Client Services... ...for this position is the New York area offices. However, the position can take place...Work at officeSeniorTaxFull timeSummer workH1bLocal areaFlexible hours- ...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...currently seeking a Senior Manager to join our... ...worth individuals and Family Offices Serve as the trusted... ...targets Experience leading multiple engagements and...Work at officeSeniorTaxPrivate practiceLocal area
$90k - $145k
...Description Job Description Title: Tax Senior Associate, Private Client Group Department:... ..., private foundations, estates, and family investment partnerships. The Tax... ...for high-net-worth clients and family offices, building and maintaining strong relationships...Work at officeSeniorTaxFull timePrivate practiceLocal area$81.13k - $164.57k
...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...Private Client Group (GEPC) Senior Associate to join our... ...executives and their families relocating to the U.S.... ...proficiency in Microsoft Office Suite (Excel, Word,...Work at officeSeniorTaxLocal areaRelocationRelocation package- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...Work at officeSenior
$165k - $250k
...Job Description Title: Senior Manager, Family Office Department: Family... ...management services from tax planning and audits to the... ...responsible for managing complex client relationships, overseeing... ...office services, and leading multidisciplinary teams to...Work at officeSeniorTaxFull time- Nomura Holdings, Inc. is seeking an experienced Client Onboarding professional to lead end-to-end onboarding for new-to-bank clients in the US market.... ...complex KYC/AML processes, regulatory requirements, and tax considerations while coordinating with multiple internal...SeniorTax
- Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families, family offices, foundations and endowments,... ...implementation, coordinate wealth planning with tax, estate, and philanthropic goals, and...SeniorTax
- StevenDouglas is seeking a detail-oriented Tax Associate to join their finance team in... ...various entities, working closely with senior leadership and external advisors. The... ...of experience in tax compliance within a family office or investment firm and possess strong analytical...Work at officeSeniorTax
- PwC Private is seeking a Senior Associate to lead tax advisory efforts for private clients. You will analyze complex tax issues, mentor junior staff, and focus on building long-term client relationships while understanding the broader business context. The role emphasizes...SeniorTax
- Jobot is seeking a senior Construction Attorney for our New York office to counsel architects, engineers, and other design professionals. This is a transactional... ...seat—for an experienced lawyer who wants to own client relationships with full firm support behind them. We...Work at officeSeniorPermanent employment
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...BNA Tax Planner, preferredExperience with the Microsoft Office Suite, preferredLanguage:N/AOther Knowledge, Skills & Abilities...Work at officeSeniorTax
$160k - $200k
...Remote Senior Wealth Planner - Wealth... ...acquisitions and a client‑first approach,... ...management, advanced tax planning, and... ...individuals and families. The firm is... ...will serve as the lead strategist on sophisticated... ...with 2 days in office Equity buy‑in... ...impact on HNW/UHNW client strategy...Work at officeSeniorTaxFull timeRemote workFlexible hours
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