Private Client Tax Manager - Family Office Leader
BDO USA LLP
BDO USA, LLP is seeking a Tax Manager for Private Client & Family Office Services to manage the full lifecycle of outsourced finance and accounting engagements, including proposal development, staff assignment, and final work product review. You will ensure quality deliverables and effective client communication across the portfolio. The role emphasizes building client relationships, timely billing, and applying tax knowledge to identify risks, opportunities, and strategic recommendations for #J-18808-Ljbffr BDO USA, LLP
$95.4k - $180.4k
...change, empowering our clients and people to realize... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...family education, risk management, privacy/data security... ...Exposure to strategic tax planning, business advisory... ...: Experience with private client or business taxation...Private clientFull timeWork experience placementInternshipWork at officeLocal area- ...Tax Manager, Private Client & Family Office Services The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned... ...a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines...Private clientWork at office
$90k - $125k
Job Summary: The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements... ...a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the...Private clientWork at officeImmediate start- BDO USA, LLP seeks a Tax Managing Director, Private Client & Family Office Services (PCS‑FOS) to provide direction for the PCS‑FOS Practice, including business development, client management, and leadership collaboration with firm leadership. The role develops and mentors...Private clientWork at office
$170k - $225k
Job Summary The Tax Managing Director, Private Client & Family Office Services (PCS‑FOS) provides overall direction and oversight for the PCS‑FOS Practice, including... ...concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines...Private clientContract workWork at officeLocal areaImmediate start$100k - $150k
...Senior Trust & Estate Manager Brighton Jones is seeking... ...to support our Family Office team and Brighton Jones... ...ultra-high net worth clients and trust onboarding and... ...estate laws, transfer tax planning for high-net... ...providing family office/private client services, trust...Private clientFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$100k - $150k
...a Senior Trust & Estate Manager, you will support our Family Office team and Brighton Jones Trust... ...for ultra‑high net worth clients. Analyze estate plans... ...legal research and transfer tax modeling. Coordinate... ...providing family office/private client services, trust and...Private clientFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your career... ...high net worth clients and family offices.... ...external advisors (tax, legal, investment managers... ...'s brand in the private client and family office... ...with practice leaders to innovate service...Private clientContract workWork at officeLocal areaFlexible hours$103.1k - $214.9k
...world. EY is a leader in serving the... ...a range of clients from our most venerable... ...and Asset Management, Insurance,... ...providing dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...owners and their families. These clients... ...and client trust officers to gather...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours$126.1k - $253k
...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their... ...origin; ancestry; familial or marital status; age;...Private clientFull timeWork experience placementInternshipLocal area- ...customer focused, enjoy building relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you. As an MFL Client Manager, Executive Director in Commercial Real Estate, you will be responsible for all...Local area
$119k - $164.66k
...Tax Manager Opportunity Are you energized by working in a collaborative... ...with diverse and dynamic clients? If so, we invite you to... ...Manager opportunity on our Private Client Services team. In... ...high-net-worth individuals, family offices, and their affiliated entities...Private clientTemporary workWork experience placementFlexible hours- ...Seattle is seeking a Senior Trust & Estate Manager to support our Family Office team and Brighton Jones Trust Company.... ...laws, coordinating strategies across legal, tax, and financial landscapes for ultra-high net worth clients. The successful candidate will have over 6...Work at office
$65.83 - $103.93 per hour
Manager PMO - Remote (People Leader)The Services Engineering Manager for Endpoint Services is a strategic delivery leader responsible for orchestrating... ...benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving...Minimum wageWork at officeLocal areaRemote workShift work- ...in Seattle is looking for a Senior Trust & Estate Manager to provide legal support for its Family Office team and Trust Company. The role involves coordinating... ...and fiduciary services for ultra-high net worth clients, while also enhancing operational workflows. The ideal...Work at office
$110k - $210k
...Description Withum's Tax Services Group is... ...and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will... ...seasoned CPAs and industry leaders. In this position,... ...partnership status, familial status, affectional...Private clientWork at officeLocal areaRemote work$100k - $135k
...experienced an Accountant/Executive Assistant to manage the accounting and financial operations... ...and coordinate with external CPAs on tax reporting. Manage banking relationships,... ..., or a related field. Experience in a family office, investment environment, or closely held...Work at office$105k - $190k
...Description Withum's Exempt Organizations Tax Services Group is a team of tax... ...Credit, and International and Private Client services. As an Employee Benefits Tax Manager, you will be based in Maryland,... ..., domestic partnership status, familial status, affectionate or sexual...Private clientLocal areaWorldwide$140.88k
Tax Accountant - Business Tax Services - Private Client Services - Manager - Multiple Positions - 1727884 Location: Seattle Other locations... .... Join us in our team‑led and leader‑enabled hybrid model. Our... ...Winter/Summer breaks, Personal/Family Care, and other leaves of...Private clientFull timeWork experience placementSummer holidayMonday to FridayFlexible hours- The Partners Group in Renton, WA is seeking an experienced Private Client Account Manager to deliver premier service to affluent clients in personal lines. You’ll manage high-net-worth portfolios, advise on coverage options, and collaborate with Private Client Advisors...Private client
$329.8k
...networking and beyond.Your ImpactAs a Client Executive leading our... ...leadership will be critical in managing complex customer engagements,... ...depth.Sales Leadership (People leader) experiencePreferred QualificationsStrategic... ...or emergency issues for family membersOptional 10 paid days...Full timeTemporary workLocal areaImmediate startFlexible hours- Ernst & Young U.S. LLP in Seattle is seeking a Tax Accountant to lead Business Tax Services for Private Client Services at the Manager level. The role focuses on tax planning, compliance, and cross-border work for business-connected individuals and entities. Responsibilities...Private clientFull time
- A Washington State family office seeks an Estate Manager to manage operations across three estate properties, overseeing household staff, maintenance... ...vendor relations and family logistics. A discreet, hands‑on private-service leadership role. The position involves managing...Work experience placementWork at office
- ...Relationship Manager In Consumer And Community Banking Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This... ...centers of influence outside of the office environment to generate banking and...Private clientTemporary workWork at officeLocal areaImmediate start
- ...and executive-level collaboration. The PEPI practice serves private equity clients with a focus on improving operating results across... ...SKU rationalization, and product-costing initiatives. The Manager, Pricing—Commercial Excellence role leads teams of professionals...Private client
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...such as audit, tax compliance, and... ...team helps our clients design and... ...like wealth management, compliance, cash... ...business owners and family enterprises manage... ...and values-driven leader at every level. To...Full timeH1b$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...Net Worth Multi-Generational Families team focuses on post liquidity... ...require complex estate and income tax planning and compliance. Our... ...our clients’ goals. As a Tax Manager, you will be responsible for the...Full timeWork experience placementInternshipLocal area- ...firm, partnering with clients to solve the world’s most... ...and construction managers and other professionals... ...Transit/Rail Department Leader & Client Account Manager... ...onboarding at an AECOM office location as a condition... ...partner with public- and private-sector clients to create...Private clientWork at officeLocal areaWorldwideFlexible hours
- ...Environmental Practice and seeking a Client Service Leader to build and grow our environmental portfolio... ..., with a focus on municipal and private clients. You will lead business development... ...vision, and proven ability to manage complex projects, mentor teams, #J-18...Private client
- ...communities thrive.Our clients trust us to bring... ...from an AECOM office, remote location or... ...you and your family, and the development... ...and construction managers - leading the change... ...global infrastructure leader, committed to... ...with public- and private-sector clients to...Private clientFor contractorsWork at officeLocal areaRemote workFlexible hours
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