Senior Tax Manager - Private Client & UHNW Planning
Jobleads-US
Jobtailor is seeking a senior tax advisor to counsel ultra-high net worth clients on comprehensive tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
You will lead engagement teams focused on individual, fiduciary, gift, generation skipping, and estate taxation while collaborating with colleagues across specialty tax areas to anticipate client needs and expand the client base.
#J-18808-Ljbffr Jobleads-USVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Manager - Private Client & UHNW Planning in Florida, NY vacancy
- ...Advise ultra-high net worth clients on a full spectrum of tax services including wealth... ...charitable and retirement planning, and tax compliance... ...accounting with an emphasis on private client taxation including... ...Skills Client Relationship Management Collaboration...SeniorPrivate client
- ...Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm... ...tax returns and HNW individual tax returns Provide tax planning and compliance services to high net worth and private...SeniorPrivate clientWork at office
- ...Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...), you will play a key role in managing tax compliance and consulting engagements... ...returns, and provide strategic tax planning and advisory services. This is an...SeniorPrivate clientFull timeWork at officeLocal area
$140.14k - $315.52k
## Group Director, Senior Vice PresidentApplylocations: Palm... ...and maintaining strong client relationships for the Private Bank by providing... ...protocol and framework Client Management * Regularly meets with top... ...disciplinary actions, succession planning and ensuring all staff...SeniorPrivate clientLocal area- ...TCG"), and Talley Wealth Management, LLC ("TWM") (... ...full-service financial, tax, legal, and consulting... .... Talley partners with clients as business advisors, not... ...reporting Tax compliance Tax planning, and proactive advice... ...Position Summary This is a senior leadership position...SeniorFor contractors
- State Tax Manager We’re working with a market‑leading organization that operates at massive... ...broad exposure across compliance, planning, audits, and accounting in a fast‑paced... ...apportionment methodologies and accounting rules. Seniority level Mid‑Senior level Employment type...SeniorFull timeLocal area
- ...About This Role This position presents an excellent opportunity for a motivated and strategic thinker to become Sr. Manager, International Tax Planning and M&A within the corporate tax organization. As a global company, Carrier is dedicated to strategic growth, continually...SeniorPermanent employmentLocal area
$86.66k - $164.3k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...services to clients managing capital projects... ...seeking a Consulting Senior to join our growing... ...construction including planning, pre‑construction... ...both public and private sector clients is preferred...SeniorPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship$225k - $375k
...family offices on sophisticated estate planning, wealth transfer, trust administration,... ...succession planning, charitable planning, and tax-efficient wealth transfer strategies is... ...Why This Opportunity Sophisticated private client and wealth planning practice Exposure to...Private client- ...looking for a capable, driven Tax Senior Associate to join its team.... ...built on close, long-standing client relationships rather than transactional... ...with Partners and Senior Managers on complex client work. What... ...minimal oversight Experience planning and supervising larger...SeniorTemporary work
- J.P. Morgan Chase is hiring for a Private Client Advisor within Chase Wealth Management. The role focuses on comprehensive financial planning and investment guidance for individuals and families, building a strong client book, and leveraging relationships to deliver personalized...Private client
- ...We are seeking an experienced Senior Tax Associate to join our team.... ...returns for professional services clients, as well as high‑net‑worth... ...K‑1 income, and multi‑entity planning considerations. This... ...work closely with Supervisors, Managers, and Directors to deliver high...SeniorLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...Executing tax compliance and consulting workstreams and managing stakeholder expectations effectively Preparation and filing of tax returns to meet regulatory... ...compliance Developing and implementing state tax planning strategies to optimize tax positions Drafting and reviewing...SeniorLocal area
- ...oversight of designated Internal Audit functions and audit teams responsible for planning and executing integrated operational audits across the credit union using a risk‑based approach. Manages direction for assigned audit teams to achieve departmental and organizational...SeniorWork at office
- ...Advise clients on local and international tax affairs to optimize business strategies Manage tax compliance processes and prepare tax documents for financial services clients... ...financial trends to provide strategic tax planning Draft and review tax documents to validate...SeniorFull timeLocal area
$85k - $120k
...Senior Tax Associate, Growing CPA Firm, multiple locations, reply to David... ..., Multiple Locations, Diverse Client Book of Business. Why join us?... ...Vision 401k Generous PTO plan Job Details We are currently seeking... ...skills with the ability to manage multiple tasks and projects...SeniorPermanent employmentWork at officeLocal area- ...projects covering financial reporting, risk management, governance, internal controls, and compliance Assist with audit planning and coordinate with audit teams, management,... ...auditees before finalizing reports Maintain client and team relationships and communicate audit...Senior
$100k - $150k
...professional to join our wealth management team. You will handle... ...and fiduciary income tax returns, financial... ...services for high‑net‑worth clients. Primary... ...review tax projections for planning, estimated taxes, and other... ...tax advisory services to private equity executives on carried...SeniorLocal areaFlexible hours- ...Responsibilities Prepare and review U.S. federal, state, and local income tax returns and related workpapers Support quarterly and annual tax... ...and coordinating responses with advisors Contribute to tax planning initiatives and continuous improvement of tax processes and...SeniorLocal area
$115k - $145k
Job Title: Income Tax Manager Bonita Springs, FL, USA, 34134 Employment Status: Full-time Posting Start Date: 7/16/26 Job Purpose As... ...compliance, support tax reporting and contribute to strategic tax planning initiatives across a large, multi‑entity, growing company. You...Full timeWork at officeLocal area- Audit Senior Associate - Niceville, FL Who: A detail-oriented accounting professional... ...assignments while supporting client engagements and ensuring compliance... ...under the guidance of supervisors and managers. Participate in planning and scheduling of client engagements...SeniorFull timeWork at officeImmediate start
- ...Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families. You will produce... ..., and serve as a technical resource for client meetings, collaborating with senior...Senior
- ...A prominent marine retail company is seeking an International Tax Manager to handle international tax reporting, compliance, and planning. The ideal candidate will have an accounting degree, CPA preferred, and experience in ASC 740 reporting and international tax issues...
- ...The International Tax Manager is responsible for assisting with Company’s international tax reporting, tax planning and tax compliance function. In this role, the International Tax Manager will provide assistance to ensure the Company files timely and accurate returns...
$88k - $110k
...Leading the engagement team staff on the planning and execution of an audit, review or compilation... ...and efficiently provide world‑class client service. Overseeing the day‑to‑day... ...promoting open communication to the engagement manager and partner. Collaborating with managers...SeniorLocal area- ...seeking an experienced Tax Supervisor to join... ...with a broad client portfolio that includes privately owned businesses, high... ...technical expertise, managing client relationships... ...tax engagements from planning through completion,... ...Tax Associates and Senior Tax Associates, providing...Local areaFlexible hours
$70k - $110k
...the area is looking to add a Tax Senior to their team. This stable and growing firm offers clients valuable knowledge and expertise... ...Responsibilities Review and manage tax returns, ensuring accuracy... ...tax laws. Provide strategic tax planning and consulting to clients....SeniorLocal area- ...Managing Director & Senior Wealth Strategist full-time Florida, Palm Beach, FL... ...complex estate and wealth planning deliverables, identifying and... ...Managing Directors and the client team to prepare for and... ...providing firm-wide support on tax and estate planning issues,...SeniorFull timeWork at office
- ...top-ranked accounting, tax, and advisory firm with... ...delivering real value to our clients. Our mission is to... ..., and multi-entity planning considerations. This individual... ...will work closely with Managers and Directors to... ...mentor Associates and Senior Associates on client engagements...Local areaVisa sponsorshipWork visaFlexible hours3 days per week
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Warwick, NYtime type: Full... ...client relationship with a plan-based approach to financial advice... ...current clients; effectively managing internal and external centers... ..., retirement planning, and tax optimization. This role...Private clientHourly payWork experience placementDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager - Private Client & UHNW Planning. Be the first to apply!
Related searches
- state tax manager Florida, NY
- hedge fund private equity tax manager Florida, NY
- tax manager public accounting Florida, NY
- tax manager Florida, NY
- tax director Florida, NY
- director client management Florida, NY
- director of customer service Florida, NY
- customer care manager Florida, NY
- manager customer service Florida, NY
- director of client services Florida, NY


