Tax Senior Manager, Private Client Group

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.

Education: Bachelor’s degree in law, accounting, finance, or related field. A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.

Experience: 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients. Strong knowledge of trust and estate laws, tax laws, and regulations. Excellent leadership and team management skills. Exceptional communication and interpersonal skills for building and maintaining client relationships. Detail-oriented with a high level of accuracy in work. Ability to analyze complex financial situations and develop customized solutions. Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

Compensation: Competitive annual salary in the range of $160,000 to $220,000 based on individual’s experience level. 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 StrategiesJ.P. Morgan Wealth Management - Private Client Advisor - Boca Raton and Boynton Beach FLFort Lauderdale, FL $125,000.00-$155,000.00 3 weeks ago VP, Financial Consultant - Fort Lauderdale, FLFort 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, FLCoral Springs, FL $72,880.00-$109,320.00 2 weeks ago Investment Consultant - Ft. Lauderdale, FLBoca 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 GroupBoca 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, FLPlantation, 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, FLWealth Sales and Service Consultant - Jupiter, Boca, or Palm BeachWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.