Tax Manager- Ultra HNW and Family Office Services
CPS
Job Summary My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNWindividuals and family offices. The position is located in New York City and can be hybrid. Responsibilities The Tax Manager in our Family Office team is expected to have high technical knowledge in review and prepare complex individual 1040 returns, fiduciary 1041 returns, 706, 709, family partnerships, private foundations, entity and foreign filing Experience with client facing, communicating with clients Scheduling work loads Leading engagements, being their point of contact Manage accounts, train, assign work to staff and communicate directly to clients and partners Research topics communicate directly with tax authorities as needed. In addition, they should be able to research more complex topics, go out on proposals and be an expert in the area of individual tax; is able to identify client needs Responsible for billing and collections Mentors and supports the staff #J-18808-Ljbffr
- ...My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNW individuals and family offices. The position is located in New York City and can be hybrid. Responsibilities include but not limited to: The Tax...Work at officeHigh net worth
- ...CPS Inc. is seeking a Tax Manager with extensive experience in tax preparation for Ultra High Net Worth individuals and family offices. This role requires high technical knowledge and an ability to lead engagements while communicating effectively with clients. The position...Work at officeHigh net worth
- CPS, Inc. is seeking a Tax Manager in New York City. This hybrid role requires extensive experience with Ultra High Net Worth individuals and family offices. Responsibilities include preparing complex returns, leading client engagements, managing accounts, and providing...Work at officeHigh net worth
- ...Description Job Description Tax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus... ...-worth individuals and families, but you are tired of... ...are expanding their HNW and UHNW individual tax... ..., attorneys, and family office stakeholders. Lead a...Work at officeHigh net worthLive inRemote workFlexible hours
- ...Job Description WEALTH MANAGEMENT EXECUTIVE SEARCH Relationship... ...Manager – High Net Worth Tax & Family Office Services OVERVIEW A well-... ...Relationship Manager supporting ultra-high-net-worth clients ($25... ...to an existing base of HNW and UHNW families regarding...Work at officeHigh net worth
- ...Relationship Manager - HNW Tax & Family Office Services | NYC ~10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family... ...tax returns ~ Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management...Work at officeHigh net worth
- ...Wealth Advisor, Ultra High Net Worth... ...tailored wealth management experience.... ...exceptional, high-touch service to our ultra-... ...planning, tax optimization strategies... ..., and family governance support... ...serving HNW/UHNW clients in... ...a multi-family office, private bank,...Work at officeHigh net worth
$300k - $400k
...Tax Managing Director - Ultra HNW, Global PCS Optional Work from Home McLean, VA; Chicago, IL; Coral... ...Managing Director, Global Private Client Services/Ultra HNW, to join our Global... ...capitalized enterprises, including family offices, trusts, privately held businesses...High net worthFull timeWork from home- ...Remote High‐Net‐Worth Tax Senior Manager – High‐Net‐Worth Corporate Team Career... ...is ideal for experienced HNW tax professionals who enjoy... ...influence client strategy, service direction, and firm‐wide outcomes... ...tax leadership, and local offices Strategic Orchestration...Work at officeHigh net worthFull timeLocal areaRemote work
$130k - $150k
...Title: Tax Manager ~ Tax Strategy / HNW & Family Office Location: Secaucus, NJ Salary: $130k to $150k plus bonus Benefits: Generous PTO, 401K match, tuition... ...Yardi real estate accounting software is preferrable. Family office services experience a plus. #J-18808-Ljbffr...Work at officeHigh net worth$140k - $210k
...Their Team! Hybrid Schedule + HNW / Generalist Tax Work This Jobot Job is... ...a diverse client base. With offices in NYC and Long Island, we provide... ..., assurance, and consulting services to high-net-worth... ...growth path Job Details The Tax Manager will oversee client engagements...Work at officeHigh net worthLocal areaRemote work- ECG Resources in New York City is seeking an experienced Relationship Manager to support ultra-high-net-worth clients. This role focuses on managing complex tax returns and providing personalized tax planning advice while ensuring client satisfaction. The successful candidate...Work at officeHigh net worth
$140k - $175k
...Internal Tax Manager - Research & Audit New York, New York Position... ...potentially working in-office for 3+ days per week. This position... ...space ~ Experience with HNW individuals and their multistate... ...RIA and CCH tax research services and CCH Axcess tax software...Work at officeHigh net worthWork experience placement3 days per week$127k - $180k
...Corient, we help high- and ultra‑high‑net‑worth individuals and families to preserve their... ...foundation, and business tax compliance services as well as estate planning... ...and tax reform. Manage all aspects of client accounts... ...in Microsoft Office applications required....Work at officeHigh net worthPermanent employmentTemporary workFlexible hours$126.5k - $166.3k
...is a leading advisory, tax and assurance firm, providing... ...) provide professional services through an alternative... ...Baker Tilly as a Tax Manager with our New York office! This is a great opportunity... ...clients including ultra high net worth families, closely held businesses...Work at officeHigh net worthLocal areaWorldwide$190k
...Tax Senior Manager/Partner – High Net Worth – Remote Tax Senior Manager... ...Manager or Partner to lead their HNW segment. The firm partners... ...~ Proficiency in Microsoft Office (Word, Excel, as well as... ...Equity Principals, and Financial Services Referrals increase your...Work at officeHigh net worth16 hoursFull timeContract workImmediate startRemote workWork from homeFlexible hours- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...flexibility in terms of office location. Whatit... ...compliance functions for ultra-high net worth individuals and their families, ensuringtimely,accuratedelivery...Work at officeHigh net worthTemporary workPrivate practiceLocal areaRemote work
- ...Tax Senior Manager At EisnerAmper, we look for individuals... ...join the Private Client Services (PCS) practice. We are... ...flexibility in terms of office location, as... ...compliance functions for ultra-high net worth individuals and their families. Possess comprehensive...Work at officeHigh net worthTemporary workPrivate practiceLocal area
- # Family Office Reporting & Advisory, Vice PresidentGoldman... ...of the Private Wealth Management division, is seeking a... ...office advisory services and technology, leading... ...reporting solutions for ultra-high-net-worth (UHNW)... ...reporting, wealth planning, tax and estate advisory,...Work at officeHigh net worth
$200k - $220k
...Tax Professional Opportunity In New York City... ...expert tax advice and service brings to high-net-worth... ...in various services to HNW individuals, including... ...members of a client's wealth management team Developing and... ...software, and Microsoft Office Advanced analytical...Work at officeHigh net worthLocal areaFlexible hours$126.5k - $166.3k
...Tax Manager Join Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor... ...tax and business advisory services and tax compliance to small... ...wealth clients including ultra high net worth families, closely held businesses and...Work at officeHigh net worthLocal area- ...Silvercrest Asset Management Group LLC is a leading independent, registered investment... ...bespoke asset management and family office services to ultra-high-net-worth families and select institutional... ...balances, structuring needs, and tax filing & payment for the clients •...Work at officeHigh net worth
$170k - $210k
...00.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC... .... Build strong working relationships with outside tax service providers as well as internal teams including Legal, Executive...Work at officeHigh net worthFull timeContract workLocal areaRemote work- ...or related field Silvercrest Asset Management Group LLC is a leading independent, registered... ...bespoke asset management and family office services to ultra-high-net-worth families and select institutional... ...services. Job Description The Tax Advisory team assists clients with a...Work at officeHigh net worthFull time
- .../early career level Manager that will partner with both client service leads and peers to deliver... ...firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations... ..., and family office services. Our core... ...strategy, tax-aware planning, estate...Work at officeHigh net worth
- JPMorganChase is seeking an Outsourced Family Office Wealth Planner for the Family Wealth Services team. In this role, you will provide customized family office solutions to ultra-high-net-worth clients, developing comprehensive financial plans and facilitating multigenerational...Work at officeHigh net worth
- ...successful independent wealth management boutique based in New York. They advise international ultra high net worth clients, mainly... ..., offering a wide selection of services including investment management, private assets and family office services (consolidated reports,...Work at officeHigh net worthRemote workOverseas
- ...Morgan is seeking an Outsourced Family Office Wealth Planner for their Family Wealth Services team in New York. This role focuses... ...financial plans to ultra-high-net-worth clients. Ideal candidates... ...Morgan Advisors and contribute to managing relationships while leveraging industry...Work at officeHigh net worth
- A leading financial services firm in New York is seeking a Family Wealth Services Associate to support its Ultra High Net Worth Strategy team. This role involves assisting with... ...communication skills. Proficiency in Microsoft Office is required. This position offers a vital...Work at officeHigh net worth
$200k - $250k
A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The role requires building and managing client relationships, leading a multidisciplinary team, and developing...Work at officeHigh net worth
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