Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager - Private Client Services

$145k - $175k

Insite US

Advance Your Career with a Growing Public Accounting Firm A nationally recognised public accounting and advisory firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting opportunity to work with high-net-worth individuals, family offices, business owners, trusts, estates, and privately held companies, delivering strategic tax solutions and exceptional client service. If you enjoy leading client engagements, mentoring talented professionals, and providing proactive tax planning, this role offers the opportunity to make a meaningful impact while progressing your career within a collaborative and forward-thinking environment. The Role As a Tax Manager, you will oversee a portfolio of private clients, managing tax compliance and advisory engagements from planning through completion. You'll work closely with senior leadership to develop long-term tax strategies while supporting the growth and development of junior team members. Key Responsibilities Manage multiple tax engagements for individuals, closely held businesses, partnerships, corporations, trusts, estates, and family offices. Lead engagements from initial planning through final delivery, ensuring projects are completed on time and within budget. Review complex federal and state tax returns while providing practical planning strategies tailored to each client's objectives. Develop proactive tax-saving opportunities and long-term planning solutions. Conduct technical tax research and advise clients on the impact of new legislation and regulatory changes. Support clients through IRS and state tax examinations, notices, and correspondence. Prepare and review quarterly tax projections and year-end planning strategies. Build and maintain trusted relationships by delivering responsive, high-quality client service. Supervise, mentor, and develop Tax Seniors, Associates, and junior staff through coaching and technical guidance. Collaborate with partners on business development initiatives, client presentations, and proposal opportunities.Contribute to improving internal processes and promoting best practices across the tax department. About You We're looking for an experienced tax professional who brings both technical expertise and strong leadership skills. Ideallly, you'll have: Bachelor's degree in Accounting, Finance, or a related discipline. CPA or Enrolled Agent (EA) qualification. Five or more years of public accounting experience with a strong background in Private Client Services. Experience advising high-net-worth individuals, family offices, trusts, estates, and privately owned businesses. Strong knowledge of federal and state tax compliance and planning. Experience using professional tax software such as CCH Axcess or similar platforms. Excellent analytical, organisational, and project management skills. Outstanding communication and relationship-building abilities. Proven ability to manage multiple client engagements while mentoring and developing team members. What's on Offer Competitive salary ranging from $145,000 to $175,000 , depending on experience. Performance-based bonus opportunities. Hybrid working model with flexibility to support work-life balance. Comprehensive medical, dental, and vision insurance. Employer-sponsored retirement savings plan. Generous paid time off and paid holidays. Enhanced parental leave and family-friendly benefits. Ongoing learning, technical training, and leadership development programmes. Clear opportunities for career progression within a nationally recognised public accounting firm. Inclusive, collaborative culture where innovation, professional development, and client success are highly valued. If you're looking for a leadership role where you can advise sophisticated private clients, develop future talent, and contribute to the continued growth of a respected public accounting firm, we'd welcome your application. #J-18808-Ljbffr Insite US

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Private Client Services in New York, NY vacancy
  •  ...a leading professional services advisor to middle-market...  ...in accounting, tax, advisory, benefits, insurance...  ...actionable insights to help clients anticipate what is next...  ...to manage all aspects of client engagementsAbility...  ...on business needsThe Private Client Services (PCS) Tax... 
    Private client
    Work at office

    CBIZ

    New York, NY
    5 hours ago
  • Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well... 
    Private client
    Work at office

    BDO International

    New York, NY
    2 days ago
  •  ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple... 
    Private client
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    3 days per week

    EisnerAmper

    New York, NY
    1 day ago
  • $100k - $150k

     ...is a top-ranked accounting, tax, and advisory firm with offices...  ...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term...  ...are seeking an experienced Tax Manager to join our growing Private Client Services practice. This... 
    Private client
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    New York, NY
    2 days ago
  • Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch...  ...well as other people with complicated tax and financial structures. The Private...  ...retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible... 
    Private client
    Private practice
    Work at office

    BDO International

    New York, NY
    4 days ago
  • $115k - $197.1k

     ...Boundless Horizons of Tax, Valuation, and Business...  ...presence among professional services organizations. You'll...  ...with extraordinary clients spanning every industry...  ...The RoleManagers in our Private Client Services (PCS) practice...  ..., Trusts and Estates.Managers can expect to:Engage in... 
    Private client
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    New York, NY
    2 days ago
  •  ...and advisory firm in New York, is seeking an experienced Tax Manager to lead private client engagements and deliver strategic tax solutions for high...  ...with leadership on business development while maintaining exceptional client service. #J-18808-Ljbffr Insite US
    Private client

    Insite US

    New York, NY
    5 days ago
  • BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and... 
    Private client

    BDO USA, Llp

    New York, NY
    1 day ago
  • A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients...  ...business development, client communication, and tax return review. Candidates should have over 6... 
    Private client

    Andersen

    New York, NY
    5 days ago
  • EisnerAmper LLP is seeking a Tax Manager for their Private Client Services team in New York. This dynamic role allows for overseeing multiple client engagements while emphasizing expertise in tax compliance and consulting. You will manage client relationships and help maintain... 
    Private client
    Remote job

    EisnerAmper LLP

    New York, NY
    4 days ago
  • EisnerAmper is seeking a Tax Manager to join its Private Client Services (PCS) practice in New York. This role oversees multiple client engagements, reviews complex returns, and mentors staff in a collaborative, fast-paced environment. You will lead tax planning and compliance... 
    Private client
    Private practice
    Work at office

    EisnerAmper

    New York, NY
    3 days ago
  • Responsibilities Review of tax returns, income tax...  ...planning and compliance for clients Oversee and manage the day to day needs of clients...  ...Knowledge of hedge fund and private equity K1s Excellent written...  ...and high-quality client service Outstanding analytical, organizational... 
    Private client

    Jobtailor

    New York, NY
    4 days ago
  •  ...career you’ll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. Tax Manager - Private Client Services (PCS) EisnerAmper is seeking a Tax Manager to join the Private Client Services practice. The role calls for... 
    Private client
    Remote job
    Temporary work
    Private practice
    Local area
    Worldwide

    EisnerAmper

    New York, NY
    4 days ago
  • BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight... 
    Private client
    Work at office

    BDO USA

    New York, NY
    5 days ago
  • $112k - $150k

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,...  ...well as other people with complicated tax and financial structures. The Private Client...  ..., and life insurance planning. A Tax Manager, Private Client Services is responsible... 
    Private client
    Private practice
    Work at office

    BDO USA, Llp

    New York, NY
    1 day ago
  •  ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple... 
    Private client
    Temporary work
    Private practice
    Work at office
    Local area
    3 days per week

    EisnerAmper LLP

    New York, NY
    3 days ago
  • $112k - $150k

    Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,...  ...well as other people with complicated tax and financial structures. The Private Client...  ..., and life insurance planning. A Tax Manager, Private Client Services is responsible... 
    Private client
    Private practice
    Work at office

    BDO USA Experienced Career Site

    New York, NY
    3 days ago
  • $140k - $180k

    Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong...  ...personalized tax planning and advisory services tailored to individual client needsExplain complex... 
    Private client
    Work at office
    Local area
    Remote work

    Abacus Group

    New York, NY
    2 days ago
  • $146k - $200k

    Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members... 
    Private client
    Work at office

    BDO USA

    New York, NY
    5 days ago
  • $140k - $180k

     ...Job Description Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors...  ...integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis... 
    Private client
    Full time
    Local area

    Anchin

    New York, NY
    22 days ago
  • $160k - $220k

     ...Job Description Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...  ...accounting, consulting and business management services from tax planning and audits to the most detailed analysis... 
    Private client
    Full time

    Anchin

    New York, NY
    23 days ago
  • A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities... 
    Private client
    Hourly pay
    Contract work

    Mission Staffing

    New York, NY
    3 days ago
  •  ...a leading professional services advisor to middle-market...  ...in accounting, tax, advisory, benefits, insurance...  ...actionable insights to help clients anticipate what is next...  ...preferredAbility to manage deadlines, work on...  ...and business needsThe Private Client Services (PCS) Tax... 
    Private client

    CBIZ

    New York, NY
    2 days ago
  •  ...and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our...  ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou... 
    Private client
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    New York, NY
    2 days ago
  •  ...CBZ) is a leading professional services advisor to middle-market...  ...and expertise in accounting, tax, advisory, benefits, insurance...  ...delivers actionable insights to help clients anticipate what is next and...  ...equivalent certificationAbility to manage deadlines, work on multiple... 
    Private client
    Temporary work

    CBIZ

    New York, NY
    4 days ago
  • Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates,... 
    Private client
    Work at office

    BDO International

    New York, NY
    4 days ago
  •  ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices...  ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... 
    Private client
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    New York, NY
    5 days ago
  •  ...Job Description Job Description Tax Manager: UHNW/Private Client Services New York, NY We're looking for an experienced Tax Manager to advise ultra-high-net-worth individuals, families, and investment professionals on complex tax planning and compliance matters... 
    Private client
    Work at office
    3 days per week

    Spartan Placements, LLC

    New York, NY
    a month ago
  • BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise staff, and deliver timely tax work product. Responsibilities include guiding clients... 
    Private client

    BDO Capital Advisors, LLC

    New York, NY
    4 days ago
  • Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate... 
    Private client

    Mercer Advisors

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager - Private Client Services. Be the first to apply!