Tax Senior Manager, Private Client Group

Tax Senior Manager, Private Client Group

Tax Senior Manager, Private Client Group

4 days ago Be among the first 25 applicants

This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00 / yr - $220,000.00 / yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

RESPONSIBILITIES :

• Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
• Build and maintain strong relationships with high-net-worth clients and their families.
• Understand clients' financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs.
• Provide guidance, training, and support to team members.
• Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals.
• Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
• Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
• Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
• Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
• Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
• Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
• Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
• Work with legal counsel to resolve disputes and challenges related to trusts and estates.

QUALIFICATIONS : Education :

Experience :

Compensation :

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing, Finance, and Other

Industries

Accounting

Referrals increase your chances of interviewing at Phaxis by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Private Client Manager” roles.

Wealth Management Client Service Manager

Director / Partner, Mergers & Acquisitions / Exit Strategies

J.P. Morgan Wealth Management - Private Client Advisor - Boca Raton and Boynton Beach FL

Fort Lauderdale, FL $125,000.00-$155,000.00 3 weeks ago

VP, Financial Consultant - Fort Lauderdale, FL

Fort Lauderdale, FL $65,000.00-$90,000.00 3 days ago

Pompano Beach, FL $75,000.00-$150,000.00 2 weeks ago

Wealth Relationship Manager- SAFE ACT South Coral Springs, FL

Coral Springs, FL $72,880.00-$109,320.00 2 weeks ago

Investment Consultant - Ft. Lauderdale, FL

Boca Raton, FL $130,000.00-$150,000.00 3 weeks ago

Boca Raton, FL $100,000.00-$250,000.00 2 weeks ago

Financial Consultant – Retirement Benefits Group

Boca Raton, FL $28,000.00-$125,000.00 1 month ago

Financial Consultant – Retirement Benefits Group

Broward County, FL $24,000.00-$135,000.00 1 month ago

Wealth Relationship Manager- SAFE ACT Plantation, FL

Plantation, FL $72,880.00-$109,320.00 2 weeks ago

Fort Lauderdale, FL $80,000.00-$100,000.00 3 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Oakland Park, Deerfield Beach, Pompano Beach, FL

Wealth Sales and Service Consultant - Jupiter, Boca, or Palm Beach

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr