Family Office Tax Manager for High-Net-Worth Clients
Cohen & Co
Cohen & Co is seeking an experienced tax professional to join our Family Office Tax team as a Manager, delivering personalized, high-touch service to high net worth individuals and families with complex tax needs. You will apply technical expertise to develop thoughtful tax strategies, oversee engagements from planning through compliance, and mentor junior staff while collaborating across the firm to ensure high-quality client service. #J-18808-Ljbffr Cohen & Co
$80k - $150k
...You’ll DoAre you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized, high-touch service to high net worth individuals and families with complex...High net worthFull timeContract workWork at office$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice... ...within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes,...High net worthPrivate practiceWork at office$200k - $250k
...Description Job Description Tax Director Multi-Family Office A leading wealth management and multi-family office... ...lead a local tax team supporting high-net-worth and ultra-high-net-worth individuals... ...for multi-family office clients and high-net-worth individuals...High net worthWork at officeLocal areaRemote work- ...are looking for an accomplished Senior Tax Manager to lead sophisticated tax planning and compliance efforts for high-net-worth individuals, families, and closely held entities in... ...judgment, and the ability to oversee complex client matters with precision. The role offers...High net worth
$215k - $270k
Overview Private Client Services at BDO is a boutique... ...firm. We offer a high‑touch approach, serving high‑net‑worth individuals, their families, family offices, C‑Suite executives,... ...others with complex tax and financial... ...Job Summary A Tax Managing Director, Private Client...High net worthWork at office$110k - $210k
...Are you an experienced tax professional with a... ...passion for exceptional client service and... ...planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...worth individuals and families with complex tax needs... ...tools, and Microsoft Office Eligibility to work in...High net worthFull timeContract workWork at office- ...Tax Manager We are seeking an experienced Tax Manager to lead tax compliance,... ...services for a diverse portfolio of clients including high net worth individuals, trusts and estates, pass... ..., professional services firms and family offices; perform nexus and apportionment studies...High net worthLocal area
$130k - $170k
...leading accounting, tax, advisory, and... ...invests in founder- and family-owned business... ...firm partners with management teams to... ...our Northeast, Ohio offices: Cleveland, Akron,... ...responsible for managing client relationships and... ...tax engagements for high net worth individuals and...High net worthWork at officeFlexible hours$124k - $335k
...needs such as audit, tax compliance, and planning... .... Our team helps our clients design and implement personal... ..., entrepreneurs, and high net worth individuals. You’ll be... ...issues like wealth management, compliance, cash flow... ...business owners and family enterprises manage...High net worthH1b$128k - $268k
...OhioJob SummaryThe Key Family Wealth Investment Consultant... ...advice to ultra-high-net-worth individuals, families, and family offices. This role is responsible... ...driving growth through new client acquisition,... ...asset allocation, and risk management.Drive new Investment Management...High net worthFull timeWork at officeFlexible hoursNight shift$124k - $335k
...needs such as audit, tax compliance, and planning... .... Our team helps our clients design and implement personal... ..., entrepreneurs, and high net worth individuals. You’ll be... ...issues like wealth management, compliance, cash flow... ...business owners and family enterprises manage...High net worthH1b- ...Meaden & Moore is seeking a Tax Senior Manager for its Personal Tax... ...one of our Northeast Ohio offices: Cleveland, Akron, or Wooster... ...relationships and tax engagements for high-net-worth individuals and business... ..., and a proactive, client-focused approach, with opportunities...High net worth
- KeyCorp's Family Wealth unit seeks an experienced Investment Consultant to serve as the senior advisor for ultra-high-net-worth clients within the FWNST. You will lead investment strategy, support sales and relationships, and drive growth through new client acquisition...High net worth
- Wellspring, a multi-family office, seeks a Portfolio Manager to lead public markets strategy... ...portfolios, oversee client onboarding, and translate... ...actionable guidance for ultra‑high‑net‑worth families. You will mentor... ..., collaborate across tax, estate, and planning colleagues...High net worthWork at office
$120k - $150k
...services firm looking for a talented Tax Manager to join their team near Philly, PA.... ...of various pass through entities, and high net worth individuals. Pay and Benefits of the... ...complex returns, estates, corporations, HNW clients Excellent skills in performing tax...High net worthFull timeLocal area$128k - $268k
...OhioJob SummaryThe Director of Family Governance and Development... ...services for ultra-high-net-worth (UHNW) clients. This role serves as the enterprise... ...Advisors and Family Office Directors to deliver... ...development, including vendor management and continuous enhancement...High net worthFull timeWork at officeFlexible hoursNight shift- ...are seeking a dynamic and experienced Tax Manager to join our thriving firm. This is a hybrid... ...and providing tax advisory services to high-net-worth (HNW) individuals and corporations. The... ...other financial decisions. 4. Manage client engagements, ensuring high-quality...High net worthFull timeLocal area
- ...fostering an innovative and client-centric culture. We... ..., and progress the high standards of the accounting... ...driven CPA to join our management team - with path to... ...clients on a broad range of tax matters and advice, as... ...tax and/or high net worth individual background and...High net worthLocal areaFlexible hours
- ...Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life... ...like to meet you.Tax ServicesProvide high... ...in alignment with client goals and... ...tax-related topics. Manage other members of the... ...Proficiency in Microsoft Office applications...High net worthPermanent employmentTemporary workWork at office
$100k - $130k
...Description Advance Your Tax Career - Now Hiring a Tax Manager in Cleveland!... ...an established and highly respected accounting... ...in supporting both client success and firm growth... ...advisor to high-net-worth individuals, business... ...proficiency in Microsoft Office and the ability to...High net worthPermanent employmentTemporary workWork at officeLocal areaImmediate startMonday to Friday$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...High net worth- Dollar Bank in Cleveland, OH, seeks an Assistant Vice President to build and manage a diverse portfolio of loans and deposit products, delivering tailored financial solutions to high-net-worth clients. You will partner with a team of experts to provide exceptional service...High net worth
$150k - $180k
...you someone who focuses on client service and tax advisory for a range of industries... ...serve businesses and families throughout New England. Our... ...held businesses and high-net-worth individuals Develop deep expertise... ...to structure and manage a variety of client engagements...High net worthLocal areaRemote work- Cohen & Co in Cleveland, Ohio, is seeking an experienced staff member for their Family Office (Business & Accounting) team. The successful candidate will support a high-touch client environment through accounting and operational support across multiple clients. The ideal...Work at office
- ...Description Description: POSITION SUMMARY The Private Client Advisor serves as the primary relationship manager for prospective clients referred to Brunswick... ...Lead consultative conversations with prospective high-net-worth clients to understand their insurance needs, risk...High net worthRemote work
$90k - $170k
...providing trusted accounting, tax, and advisory services.... ...with a wide range of clients, from privately held... ...you. Are you a Tax Manager, CPA looking for your... ...currently seeking a dynamic, highly-skilled, and... ...experience working with High Net Worth Individuals (HNWI), C-Corporations...High net worthPermanent employmentLocal area$106k - $135k
...Advisors has been helping families amplify and... ...planning, investment management, business management, tax, estate, insurance,... ...to act in our clients' best interests — always... ...services to our high-net-worth clients. We are looking... ...in the local office or region, as assigned...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$120k - $165k
...Job Description Job Description Tax Manager, CPA High-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid Flexibility Compensation: $... ...high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead...High net worthSummer workFlexible hours$60k - $80k
...Experienced Staff within our Family Office (Business & Accounting) team will support a high-touch client environment by providing day-... ...a proactive mindset to help manage evolving client needs while ensuring... ...Familiarity supporting high-net-worth individuals or closely held...High net worthContract workWork at officeShift work$120k - $160k
...Job Description Job Description Tax Manager, CPA Tax Advisory | Client Leadership | Business Development... ..., closely held companies, and high-net-worth clients while leading a team of tax... ...Twelve paid holidays annually ~ Family leave programs ~ Training and development...High net worthTemporary workLocal areaFlexible hours
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