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Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
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The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$120,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
$146,000 - $200,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
$146,000 - $200,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$140,000 - $200,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Job Duties:A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$112,000 - $150,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will have a bachelor's in accounting or law or similar industry, a CPA or JD required, 8+ years' experience providing federal tax compliance and consulting services in a professional services firm with 5 years in supervisory role.
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Lead and manage a portfolio of high-net-worth private clients, ensuring the delivery of high-quality tax and advisory services. Minimum of 10 years of experience, with a focus on tax services, working with high-net-worth individuals, families, and their entities.
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Job Summary:Private Client Services at BDO is a boutique practice within our firm. Job Summary:Private Client Services at BDO is a boutique practice within our firm. Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
$102,300 - $150,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. To help us achieve this we have the PwC Professional; our global leadership development framework.
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professional development services high net worth jobs Title: manager
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