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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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Serve as the Tax client service coordinator for appropriate clients. RSM is looking for a dynamic Tax Manager to join our growing tax team. In your important role as Tax Manager for RSM, you will use your expertise in taxation to provide compliance and consulting services to operating entities structured as partnerships/LLCS. Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs.
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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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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.
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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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Demonstrates extensive knowledge of, and/or a proven record of success performing in a role that emphasizes analyzing client internal control practices and evaluating client compliance with import control regulatory requirements, and some knowledge of international trade and US Customs issues, such as:Associated documentary requirements;Knowledge of the analysis of client internal control practices; and,Knowledge of valuation of client compliance with import control regulatory requirements.
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Well known CPA firm seeks an experienced Sr. Tax Manager to join their rapidly growing practice. Responsibilities : Review of complex tax returns including federal and multi-state tax returns for C and S corporations, partnerships, individuals, estates, trusts and exempt organizations; Identify client tax needs and pursue tax planning opportunities; Respond to notices from tax authorities and handle tax examinations; and Develop, motivate and train staff including staff evaluations.
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We're seeking a Tax Manager to play a crucial role in managing client relationships, leading our tax team, and providing strategic tax planning. Join our team as a Tax Manager and be part of our commitment to delivering top-notch financial services.
$140,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Company Overview: Our esteemed client, a leading media corporation dedicated to delivering news and entertainment to audiences worldwide, is seeking a skilled Tax Manager to join their finance team in the bustling New York City area.
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Tax Accountant, International Tax Services, ITTS Standard (Manager) (Multiple Positions), Ernst & Young LLP, New York, NY. Work on international tax engagements, applying knowledge of US and foreign tax policies to resolve specific multinational client issues.
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Our client is looking to bring on a Tax Manager who would be a part of a thriving and supportive environment. In-depth knowledge of federal, state, and local tax laws and regulations, and the ability to apply them to client situations effectively.
$150,000 - $170,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.
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client tax manager jobs in New York, NY
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