Private Client Tax Manager - Wealth and Estate Planning
BDO USA Experienced Career Site
BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have a Bachelor’s degree in a related field, five years of experience, and professional certifications such as a CPA. BDO offers a culture that values individuality and provides opportunities for growth. #J-18808-Ljbffr
- ...Job Description Tax Director- PCG... ...of contact for clients, addressing their... ...overseeing tax planning and compliance... ...partnerships, and private foundation tax... ...on trust and estate planning strategies... ...transferring wealth to future... ...and investment managers to coordinate comprehensive...Private client
- ...CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple... ...Engagement Manager on client accounts, leading tax planning efforts, and advising on issues related to IRS and...Private clientPrivate practice
$106.5k - $195.1k
...Hoboken, Irvine, Los Angeles Manager – Private Tax (Financial Services... ...and owners of private wealth. You’ll advise on... ...business structures. Support clients in wealth transfer, succession planning, and governance... ...Deep understanding of estate and wealth planning, federal...Private clientRemote workFlexible hours$106.5k - $195.1k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...our dynamic FSO team! Private Tax is a growing practice... ...transfer, succession planning, and governance strategies...Private clientWork experience placementSummer holidayImmediate startFlexible hours- ...Financial Services - Private Client Services - Tax Services Manager EDGE Location: New York Other... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...technically demanding tax planning and compliance projects around...Private clientPrivate practiceLocal area
$103.1k - $188.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction... ...dedicated tax technical services... ...EY's FSO EDGE Private practice provides... ...technically demanding tax planning and compliance...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$106.5k - $195.1k
...27 - Financial Services - Private Client Services - Tax Manager Location: New York Other... ..., and owners of private wealth. You'll advise on matters... ...wealth transfer, succession planning, and governance strategies... ...thorough understanding of estate and wealth planning Experience...Private clientWork experience placementSummer holidayImmediate startFlexible hours$95k - $150k
...Trust And Estate Tax Supervisor Philadelphia, Pennsylvania, United... ...well as International and Private Client services. You'll work alongside... ...of audit engagements, from planning to completion, to include... ...collections of clients Managing, coaching, and mentoring staff...Private clientLocal area$135k - $230k
...Founders And Tech Executive Tax Senior Manager Withum is a place... ...as International and Private Client services. This Tax... ...engagements, from planning to completion, to... ...fiduciary, gift and estate and other tax returns... ...strategies that optimize wealth preservation,...Private clientLocal area$120k - $200k
...EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are... ...Responsible for overseeing tax planning and compliance functions for... ...services to clients, including wealth transfer strategies,...Private clientTemporary workPrivate practiceWork at officeLocal area- ...Our client, a leading professional services firm... ...to identify a Private Client Services (PCS) Tax Partner to provide tax... ..., families, trusts, estates, and closely held businesses... ...client relationship management, technical... ...tax compliance and planning services Provide technical...Private clientLocal area
- ...Partner Track Trust & Estate Tax Manager – Tax Senior Manager About Us Thriving accounting and consulting... ...a positive impact in the lives of your clients and where you work. You look forward to... ...-worth individuals with complex estate-planning needs, but small enough for you to have...Live inFlexible hours
$95.4k - $180.4k
...change, empowering our clients and people to realize... ...nowhere like RSM. Our Real Estate practice serves a... ...Investment Trusts, Real Estate Private Equity Funds, real... .... We are seeking a Tax Manager for our Real Estate... ...tax services, including planning, research, compliance,...Work experience placementInternshipLocal area$95k - $160k
...& Tech Executive Tax Supervisor Withum... ...International and Private Client services. This... ...engagements, from planning to completion, to... ...fiduciary, gift and estate and other tax... ...strategies that optimize wealth preservation,... ...trusted advisor, managing client relationships...Private clientLocal areaRemote work$140k - $180k
...Tax Manager, Real Estate Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors... ...business management services from tax planning and audits to the most detailed... ...services for a broad range of real estate clients. This role manages engagements,...Full timeWork at officeLocal area- ...Serve as the Engagement Manager on specific client accounts, taking... ...responsibility for pre‑engagement planning, execution, final... ...partnership and corporate tax engagements advising on... ...with commercial real estate clients including real estate, private equity and joint ventures...
$95.5k - $195.4k
...across our audit, tax, and consulting groups... ...:As a Tax Manager, you will provide... ...services to a diverse client base within the construction... ...and real estate industries. Tax consulting... ...implementing tax planning, preparation of... ...to public and private entities while also...Local areaRemote workWorldwide$110k - $160k
...Tax Manager - Trust & Estate Jericho, NY; New York, NY About Grassi After... ...positioned to serve clients locally and globally. In 2... ...Researching, complying, planning and administering the following... ...other ESOPs, Grassi's is privately funded, with no outside investors...Summer workWork at officeLocal areaRemote workFlexible hours- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in New York City. In this role, you will lead tax planning projects and manage teams while providing advisory services to clients in the real estate, hospitality, and construction sectors. You will need a strong...
- ...About the job Tax Manager / Sr. Tax Manager - Real Estate NYC, Long Island, Remote Regional CPA firm is seeking a Tax Manager / Sr. Tax... ...or fully remote. Responsibilities Provide clients with tax guidance regarding planning and compliance. Build client relationships. Develop...Remote work
$95.5k - $195.4k
...Tax Manager – Construction & Real Estate Tax Manager responsible for delivering tax consulting and compliance services to clients in the construction and real estate industries. Leads multiple... ...clients. Develop and execute tax planning strategies. Prepare tax calculations...Local areaRemote workFlexible hours- ...Tax Manager-Real Estate New York, NY / Boca Raton, FL Responsibilities: Consult with clients regarding tax and business matters. Proactively deliver timely, professional... ...exceptional client service Lead and plan client engagements. Develop tax planning...
$120 - $150 per hour
...Ernst & Young is seeking a Seasonal Real Estate Tax Senior Manager based in New York, NY. The role requires leading diverse tax planning projects and advising clients while supervising a professional team. Candidates should have 7-10 years of real estate tax experience...Hourly paySeasonal work$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead diverse tax planning projects. This role involves providing reliable tax advice to clients, supervising teams, and working within a collaborative culture. Candidates should have 7-10 years of real...$200k - $250k
...Ascend Backed by private equity from people-... ...training, leading quality management resources,best-of-... ...guidance. Great clients is one aspect, but... ...is searching for a Tax Senior Manager in our Real Estate practice. We seek... ...Provide future tax planning to clients. * Interpret...Remote workFlexible hours$125k - $191k
...Position Profile Weaver is looking for a Tax Manager with Real Estate experience to join our growing firm. A Real Estate... ...Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop advanced knowledge in this niche...Immediate startFlexible hours- ...Tax Senior Manager- Real Estate Join a growing Real Estate department in a well established Tax and Accounting... .... Responsibilities: Develop client relationships. Consult regularly... ...and accurate manner. Provide tax planning and savings opportunities to the...
- ...Financial Services Tax Manager A career in our Financial Services... ...the opportunity to help our clients meet their tax obligations while... ...performance. Oversee successful planning, budgeting, and execution of... ...of tax compliance for Real Estate Trusts. Knowledge of...Local areaOverseas
$177k - $382.8k
...EY is seeking a Real Estate Tax Senior Manager in New York, NY, to lead tax planning projects for a diverse client base, provide strategic tax advice, and manage a motivated team. Ideal candidates should possess a CPA certification, a bachelor's degree in Finance or a...Flexible hours- ...About the job Tax Manager About us: At Wright Staffing Source, we focus on... ...work predominately with our trust and estate clients, as well as high net worth individuals.... ...demonstrate your expertise in tax research, tax planning, preparation and review of complex 1040...Immediate start
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