Private Client Tax Manager — CPA, Lead & Grow HNW Clients
Weaver
An established industry player seeks a Private Client Services Tax Manager to enhance its team. This role involves providing expert federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and over five years of relevant experience, showcasing strong leadership and relationship management skills. Join a firm that values diversity and invests in the growth of its employees, offering competitive compensation and a supportive work environment. If you are passionate about tax services and client relationships, this opportunity is perfect for you. #J-18808-Ljbffr Weaver
$125k - $191k
...Join to apply for the Tax Manager - Private Client Services role at Weaver 2 weeks ago... ...also in their ability to lead balanced, integrated lives.... ...Services Tax Manager to join our growing firm. A Private Client... ...members. The ideal candidate is a CPA with 5+ years of experience...Private clientHigh net worthFlexible hours$200k - $300k
...also in their ability to lead balanced, integrated... ...looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides... ...ideal candidate is a CPA with 9+ years of... ...field Proven ability to manage, mentor, and develop staff...Private clientHigh net worthFlexible hours- .... EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are... ...someone who thrives in a growing environment and providing... ...have the flexibility to manage your days in support of... ...Taxation or relevant field. CPA (Certified Public...Private clientLocal area
- ...Job Description EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The role focuses on overseeing multiple client... ...experience in public accounting or public/corporate mix. CPA or IRS Enrolled Agent Certification required. Master’s...Private clientPrivate practiceWork at officeLocal area
- EisnerAmper LLP is looking for a Tax Manager to join its Private Client Services (PCS) practice in Wisconsin. This role involves overseeing client engagements, managing staff, and reviewing complex tax returns while ensuring compliance with tax laws. The ideal candidate...Private clientPrivate practice
- ...Client Relationship Manager - Corporate Work Study Program We are seeking a dedicated and passionate Client Relationship Manager to help manage, grow, and improve this innovative program. About Cristo Rey Cristo Rey Fort Worth College Prep is a Catholic learning community...Full timeWork experience placementSummer workWork at officeFlexible hoursDay shift
- A leading accounting firm in Fort Worth, TX, seeks a seasoned professional to lead and review tax-related operations. This role involves conducting... ...reviews on tax returns, managing client communications, and overseeing... ...leadership skills, and a CPA certification. Benefits...
- EisnerAmper LLP is hiring a Tax Senior Associate to join the Private Client Services (PCS) team in Wisconsin. This role involves tax compliance, planning, and consulting with a strong focus on client communication and team integration. The ideal candidate has a Bachelor...Private client
- ...first-party audiences through industry-leading commerce media technology and strategy... ...strategies for thriving in this fast-growing industry. Explore our latest certification... ...self-starters. We are searching for a Client Services Manager to own and support a complex...Start working today
$10k
...in the United States with high-net-worth clients living in the UK? Come join our firm as an... ...a specialized approach focused on our private clients. With a firm structure that practices... ...approach. You will report to your group manager whose previous experience in the role...Private clientHigh net worthWork experience placementWork at officeWork from home- ...USA Posting Details • Project Management • Full-Time • Requisition #: CRMPR001121 Description A leading comprehensive engineering design... ...innovative solutions for clients with facility and infrastructure... ...term strategies for building and growing client relationships. Aligns...Full timeContract workWork at office
- ...Client Relations Manager TNP, an award-winning and nationally recognized civil engineering consulting firm, has an immediate,... ...sales and client relations strategies Generating leads, closing contracts and growing sales pipelines Attending internal marketing/sales...Full timeImmediate start
$133k - $198k
Client Manager - Transmission and Distribution Arizona - Remote; Colorado - Remote; Dallas, TX;... ...environment that encourages our people to grow and be creative with their talents. This... ...you'll forge lasting relationships, lead exciting projects, and make an impact in...Full timeRemote workFlexible hours$60k - $90k
...the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in...Private clientHigh net worthFull time- ...positively impact our clients and people.... ...Serve We offer Tax, Audit, Advisory, and Business Management services to our... ..., which include private and public companies... ...to grow their careers. We... ...estate Licensed CPA or JD Big 4 or equivalent... ...Services, HNW Fort Worth, TX $...High net worthFull timeSeasonal workWork at officeLocal areaRemote work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...include the identification of new business opportunities, leading and assisting in client management, and continuously...Private client
$141k - $290k
Join to apply for the Tax Senior Manager - Corporate Tax role... ...in their ability to lead balanced, integrated... ...Manager to join our growing firm. A Corporate... ...related field preferred CPA with 7+ years of... ...multi-state businesses, private equity backed clients, large businesses...Private clientFull timeFlexible hours- ...TwinThread is looking for a Private Client Advisor in Fort Worth, Texas. In this role, you'll be responsible for delivering personalized financial planning and advice to a diverse range of clients, while building strong relationships and offering informed investment solutions...Private client
$75k - $105k
...Position Summary Brault is a practice management, billing and coding company exclusively... ...independent physician practices. A high volume privately held and family-owned medical billing... ..., experienced and service driven Client Manager. The Client Manager works with the...Contract workRemote work- ...Description Client Manager Job Overview: This position is responsible for developing and maintaining successful relationships with clients... ...revenue at a minimum of 30% of portfolio Consistent source of lead generation and referral business to sales team Positive teamwork...Contract workSeasonal workWork at office
- Bank of America is seeking a Private Client Advisor in Town of Texas, Wisconsin. This role focuses... ...within a comprehensive wealth management framework. The ideal candidate will have... ...interpersonal skills and a proven ability to lead client management processes....Private client
$73.5k - $212.28k
..., our people in tax services focus on... ...and guidance to clients on tax planning,... .... In private tax at PwC, you... ...strengths, and managing performance to deliver... ...expectations. With your growing knowledge of how... ...are expected to lead with integrity... ..., Finance CPA, Enrolled Agent...High net worthFull timeH1bWork at officeRemote work- JPMorgan Chase & Co. is looking for a Private Client Banker in Fort Worth, TX, who is passionate about building lasting relationships with clients. This role involves managing detailed banking relationships for affluent clients while ensuring they receive tailored financial...Private client
- CNI Consulting Inc. is seeking a Client Development Financial Services Vice President in Dallas, TX. This client-facing role focuses on growing business from existing high-net-worth clientele and referrals through expert financial planning and analysis. The ideal candidate...High net worth
- A respected business law firm in Colleyville is seeking a Client Services Manager. This full-time role requires exceptional client communication, professionalism, and organizational skills. You will serve as the first point of contact for clients, maintain office operations...Full timeWork at office
- A leading financial services firm is seeking a Private Client Advisor in Fort Worth, Texas. This role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and fostering client relationships. A minimum...Private client
- A leading financial services firm is seeking a Private Client Advisor in Fort Worth, Texas to offer comprehensive financial planning and advice to individuals... ...background in client acquisition and relationship management, with at least 2 years of experience in a...Private client
- ...This role is responsible for new client acquisition, deepening client relationships... ...business development goals. The Private Client Advisor leads the client management process (CMP) and partners across... ...‑Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a...Private clientShift workDay shift
- A leading financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to clients... ...66. This role emphasizes client relationship management and fostering diversity while utilizing digital innovations...Private client
$95k - $105k
...Senior Financial Advisor - Passionate about helping clients make informed financial decisions and building lasting... ..., and pursue a long‑term career path within a growing RIA. About Us Strittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor...High net worth
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