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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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As a Tax Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
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Our client is currently seeking a Tax Manager or Senior Tax Manager for their Trust and Estate Practice, which provides Estate Planning and Tax Compliance Services.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Our client is a global alternative asset manager with over $75 billion in AUM. The firm invests in private equity, infrastructure, real estate, and credit strategies. Lead tax process improvement projects using different tax technology solutions.
$150,000 - $185,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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DescriptionKforce's client, a long standing, well-respected New York City, NY based CPA firm (approximately 35-40 professionals) is seeking a Tax Manager. The Tax Manager will represent clients before federal, state, and local tax authorities during examinations of a client's tax return.
$125,000 - $180,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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I am currently partnered with an exceptional CPA Firm seeking to hire a Senior Tax Manager to join their dynamic team in NY. As a Senior Tax Manager, you will play a vital role in tax strategy and compliance efforts.
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Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
$130,000 - $274,200 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Fenergo is recognized for its in-depth financial services and regulatory expertise and out-of-the-box rules engine which ensures financial institutions are future-proofed against evolving Environmental, Social and Governance (ESG), KYC, Anti-Money-Laundering (AML), tax and prudential regulations across 120+ jurisdictions.
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Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Senior Tax Manager - Tax Director - Business Management Firm - Remote OK. Tax Director, Private Client Services - HNWI. Experience with high networth individuals, trusts, estates or small businesses (1040s, 1041s, and 1065s) for our Private Client Services Team.
$200ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
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Manages and coordinates the activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager.
$160,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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A Kforce client is seeking to hire a Tax Senior and Tax Manager in New York City, New York (NY). In this role, the Tax Senior and Tax Manager will oversee, train, and coach tax associates and interns on assignments and assess their performance.
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client tax manager jobs in Hoboken, NJ
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