Tax Manager/Director, High Net Worth Individuals
CliftonLarsonAllen LLP
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is looking to hire a Tax Director or Manager to join CLA Florida’s High Net Worth Individuals and Family Office Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in-office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando, with a preference for one of our Southwest FL offices.How you’ll create opportunities in this Tax Manager/Director role: Consult with our HNW clients on strategic tax planning for both themselves, their family, and their privately held investments.Lead, schedule, supervise, and review tax engagements.Develop and train team members to help them build inspired careers.Foster and build opportunities for our clients, communities, and people.Become an industry professional and attend industry-leading events and trainings.Perform a range of tax procedures in accordance with the size and complexity of the engagement.Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp returns that may be owned by these clients.What you will need: You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.You have a Bachelor’s Degree in Accounting, Finance, or a related field.You have an active JD, CPA, or EA certification.You are looking for a firm that will support and foster your aspiring career goals.You jump at the chance to help others, and you’re ready to join a team of high-performing people.You have a knack for solving issues and confidently bring solutions to the table.You love to work with clients’ to help their businesses succeed strategically.#LI-EL1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits, click here.SummaryLocation: Naples, FL; Tampa, FL; Lakeland, FL; Orlando, FL; Fort Myers, FLType: Full time
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong... ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a...High net worthWork at officeLocal area- ...Purvis Gray is seeking a Tax Manager to join our growing team. In this role, you will lead tax engagements for privately held companies, entrepreneurs, and high-net-worth individuals. You'll provide both compliance and consulting services across a range of industries while...High net worthLocal area
$140k - $210k
...Senior Tax Manager - REMOTE About the Firm We are representing a well-established... ...client base skews toward mid-affluent individuals and entrepreneurial business owners with... ..., and trust returns for a mix of high-net-worth and mid-affluent clients Work hand-...High net worthFor contractorsRemote work$95.4k - $180.4k
...understand the goals of ultra-high net worth families with our customized... ..., family education, risk management, privacy/data security and technology... ...:Exposure to strategic tax planning, business advisory... ...team focused on entity, individual, fiduciary, and gift / estate...High net worthFull timeWork experience placementInternshipWork at officeLocal area$200k
...Job Description Job Description Senior Tax Manager/Tax Director – Orlando, FL - Up to $200K + Bonus + Commission Growth. Leadership... ...services to larger privately held businesses, high-net-worth individuals, and complex entities across diverse industries. What...High net worth2 days per week3 days per week- ...Company Description Farkas Tax Advisors Inc. is a specialized tax advisory firm... ...compliance, and consulting services to high-net worth individuals and real estate focused family offices... .... Role Description The Senior Tax Manager is a full-time, work-from-home role....High net worthFull timeLocal areaWork from home
$138k - $172.5k
...10-16As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary... ...tax planning strategies for your high net worth, closely held business and family business... ..., wills and trusts taxation, and individual income taxes. Interact closely with...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$80k - $150k
Tax Manager Elite Way CPAs | Las Vegas, NV 89117 Position Type Full-time, Permanent Hours Monday-Friday, 8:30 AM-5:00 PM; overtime... ...to small businesses, closely held companies, and high-net-worth individuals. Our work goes beyond tax compliance—we partner with our...High net worthPermanent employmentFull timeWork at officeRemote workMonday to Friday$100k - $135k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...Their services include Business, Individual, State & Local tax, R&D Tax... ...income tax returns Preparing high net worth individual returns Reviewing... ...relationships Ability to manage multiple engagements and competing...High net worthFull timeWork at officeLocal area$100k - $135k
...Job Description Withum's Tax Services Group is made up of... ...Their services include Business, Individual, State & Local tax, R&D Tax... ...income tax returns Preparing high net worth individual returns... ...relationships Ability to manage multiple engagements and competing...High net worthWork at officeLocal area$90k - $170k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...Their services include Business, Individual, State & Local tax, R&D Tax... ...income tax returns Preparing high net worth individual returns Reviewing... ...relationships Ability to manage multiple engagements and competing...High net worthFull timeWork at officeLocal area- ...the 36 th largest U.S. tax, assurance and... ...named among the 50 best-managed firms in the nation, this... ...Mayhew is seeking a Tax Director to join our Orlando,... ..., delivering high-quality client service... ...held businesses, high-net-worth individuals, and pass-through entities...High net worthWork at officeLocal area
- ...the 36 th largest U.S. tax, assurance and... ...named among the 50 best-managed firms in the nation, this... ...International Tax Director . This role is responsible... ..., delivering high-quality client service... ...partnerships, and high-net-worth individuals. Advise clients on...High net worth
$120k - $150k
...well known and top rated accounting, tax, and advisory firms has partnered with our team to find an experienced Tax Manager in Orlando, FL for a top rated and well... ...area business clients, as well as high profile high net worth personal clients for a variety of tax...High net worthSummer workLocal areaFlexible hours- Purvis Gray is seeking a skilled Tax Senior to join our Business Tax Services team... ...privately held businesses, entrepreneurs, and high-net-worth individuals. You’ll contribute to both compliance and advisory work while supporting Managers and Partners in leading client...High net worthWork at office
$125k - $145k
...Heathrow FL area (North Orlando FL area) in search for a Tax Manager. This regional CPA firm really strives to provide... ...multiple entities i ncluding partnerships, C Corps, S Corps, High Net Worth individuals, as well as trusts and estate entities Ability to be a...High net worthFull timeRemote work$106k - $155k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...tax compliance services to our high-net-worth clients. We are looking for... ...client service with experience in individual and entity tax preparation and review...High net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...CV Resources has partnered with a highly reputable cpa firm seeking an outstanding Tax Manager to add to their top tier of professionals. The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help...High net worthRemote work
$125k - $150k
...Tax Specialist Compensation: $125,000 - $150,000 Location: Fully Remote... ...firm serving a loyal client base of high-net-worth individuals and closely held businesses. The Tax... ...practices Core Responsibilities Manage complex tax planning and compliance...High net worthLocal areaRemote work- ...team at one of the worlds top tax firms. Enjoy a collaborative,... .... Join a diverse team helping high-profile clients understand, analyze... ...is currently seeking a Tax Manager or Senior Manager to join our... ...approved credential listing; any individual who does not possess at least...Local area
- ...ServiceRyan is growing our Federal Income Tax Consulting practice—focused on... ...seeking exceptional professionals at the Director and/or Senior Manager levels who are currently working in... ...for Ryan’s corporate clients or be an individual contributor.Education and Experience:...Full timeFlexible hours
- ...years of experience to join its highly regarded Private Client & Wealth... ...high-value matters for affluent individuals, families, business owners, and... ...healthcare directives. Design tax-efficient estate plans tailored to high-net-worth individuals and families. Advise...High net worthPrivate practice
$124k - $335k
...ApplicableSpecialismGeneral Tax ConsultingManagement... ..., and strategy. These individuals help businesses... ...to develop and sustain high performing, diverse, and... ...clients' needs. As a Senior Manager you are expected to lead... ...-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford...Full timeH1b$150.5k - $195.6k
Job Description: Saab, Inc. is seeking a Corporate Tax Manager to lead U.S. federal, state, and international tax compliance, reporting... ..., Permanent Resident (green card holder), or protected individual as defined by 8 U.S.C. 1324b(a)(3). Drug-Free Workplaces:...Permanent employmentTemporary workFor contractorsWork experience placementCasual workWork at officeLocal area- ...Mayhew is the 36 th largest U.S. tax, assurance and advisory firm... ...named among the 50 best-managed firms in the nation, this is the... ...planning engagements, delivering high-quality client service through... ...C-Corp, S-Corp, partnership, individual federal and state tax returns,...Work at office
- ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...:CLA is looking to hire Tax Manager or Director for our growing Florida Tax... ...engagement.Review complex individual and business tax returns.As... ....8+ years experience highly preferred.You have a bachelor...Full time
- ...Senior Tax ManagerDoeren Mayhew is the 36th largest U.S. tax, assurance... ...named among the 50 best-managed firms in the nation, this is... ...planning engagements, delivering high-quality client service through... ...C-Corp, S-Corp, partnership, individual federal and state tax returns,...Work at office
- ...We are seeking an Accounting Manager focused on tax to add to our team. Join us as we live out our... ...plays a key leadership role in delivering high-quality tax services to our clients.... ...advisor to business owners, farmers, individuals, and organizations throughout Iowa....Temporary workLive outWork at officeLocal areaMonday to FridayFlexible hours
- ...Tax ManagerA well-respected client is seeking a Tax Manager due to the growth in their firm. Are you an experienced individual with a knack for numbers? Then look no further, because we have the perfect opportunity for you!As a Tax Manager, you will be responsible for...
- ...passionate about building relationships with high-net-worth clients and delivering exceptional... ...lending expertise, relationship management skills, and a commitment to excellence... ...existing ones.Drive Results: Meet or exceed individual sales and retention goals by expanding...High net worthFull timeWork at office
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