Private Wealth Manager
New York Cityonsitemanager$125K – $175K
Posted 4w ago · via Workday
About this role
Overview: The Bonadio Group is seeking an experienced tax professional to join our Private Wealth Tax Services team. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities. The Private Wealth Manager will lead complex compliance engagements, provide proactive planning and consulting, develop team members, and help strengthen the day-to-day delivery capacity needed to support the Firm's growing private wealth client base. Responsibilities: Manage and review complex individual, partnership, and related tax returns. Provide proactive tax planning, consulting, and compliance services to high-net-worth and ultra-high-net-worth clients and their related entities.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: monday
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York City. We weight your proximity and willingness to relocate.
Score yourself on this role.
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Skills in this role
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monday