Private Wealth Manager

Bonadio · New York City, NY · All 19 Bonadio jobs

Pay shown$125,000 to $175,000 a yearPermanent

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Advertised pay
$125,000 to $175,000 a year
Checker · last seen live 26 Sep 2026
Pay readStill open
Advertised pay
$125,000 to $175,000 a year
Employment
Permanent
Level
Lead
Posted
25 Sep 2026
Age
30+ days old (since 25 Sep)
Source
Employer's own page, Workday
Some employers keep roles open on purpose

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Required skills

  • Tax
  • Project Management
  • Communication Skills
  • Mentoring
  • Microsoft Office

Nice to have

  • Compliance
  • Reporting
  • Administration
  • Scheduling
  • Recruitment

About the job

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…

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Source: Bonadio's careers site

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