Tax Manager - Private Client Services
Beacon Hill
Beacon Hill is partnering with a well-established financial services firm seeking an experienced Tax Manager to join their growing team. This role focuses heavily on estate and trust taxation and requires strong hands‑on experience with fiduciary, gift, and estate tax filings, including advanced estate tax work. Key Responsibilities Prepare and review complex individual, trust, gift, estate, and nonprofit tax returns Manage high-level trust and estate tax engagements Review tax projections and planning strategies Serve as a primary point of contact for client relationships Mentor and support junior staff members Conduct tax research and assist with engagement/billing oversight Qualifications 4+ years of public accounting experience Strong experience with trust, estate, and gift tax returns required Direct hands‑on Form 706 experience is mandatory CPA, EA, or JD required Experience with CCH Axcess is a plus Candidates should be able to speak to the approximate volume of estate/trust/gift returns handled recently Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. #J-18808-Ljbffr Beacon Hill
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager in Irvine, California. This role focuses on managing tax compliance for high-net-worth individuals and families and requires reviewing tax returns and planning. The job allows for remote work and offers competitive...Private clientRemote jobHourly paySeasonal workFlexible hours- Beacon Hill is looking for an experienced Tax Manager in Irvine, California, to join a well-established financial services firm. This role will center on estate and trust taxation, requiring robust experience with fiduciary, gift, and estate tax filings. Key responsibilities...Private client
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Private client$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. We serve high... ...entertainers, and others with complex tax and financial structures. The practice... ...planning. Job Summary A Tax‑Experienced Manager, Private Client Services is responsible...Private clientWork at office$90k - $125k
BDO USA is seeking a Tax Manager in Costa Mesa, California to manage finance and accounting outsource engagements. This role entails... ...proposal development, staff management, and delivering client relationship services. Candidates should have a background in accounting or...Private clientWork at office$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...Private clientWork at office$159.2k - $231.2k
...Perform technical reviews of tax returns for high-net-... ...notices and inquiries Manage larger and complex... ...and workflow of multiple clients and related deliverables... ..., provide professional services in an alternative... ...nationwide leader serving privately held companies and private...Private clientFull timeContract workLocal areaFlexible hours$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...Private clientHourly paySeasonal workRemote workFlexible hours- A leading professional services firm is looking for a skilled tax advisor specializing in wealth... ...compliance solutions for private entities. The ideal... ...have a strong background in managing complex projects, guiding... ..., and providing tailored client service. You will work with...Private client
$106.5k - $195.1k
...serving the global financial services marketplace and the only... ...side by side with a range of clients from our most venerable institutions... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within...Private clientWork experience placementSummer holidayImmediate startFlexible hours- ...serving the global financial services marketplace and the only... ...side by side with a range of clients from venerable institutions... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within...Private clientWork experience placementImmediate startFlexible hours
- ...reputable midsize CPA firm in Irvine, CA is looking for experienced Tax Seniors and Tax Managers. The roles involve managing client relationships, conducting tax reviews, and providing compliance services. Candidates should have a degree in Accounting or Finance and 4-8...Flexible hours
$132k - $190.1k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark... ...working with extraordinary clients spanning every industry, regardless... ...of your success! The Role Managers in our Private Client Services (PCS)...Private clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$140k - $160k
...0 per year A bit about us: We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do... ...and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each...Private clientLocal areaRemote work- A leading global consulting firm is seeking a Property Tax Manager to lead innovative tax strategies and compliance initiatives. The successful candidate will handle complex tax issues, provide client-facing leadership, and contribute to a dynamic team environment. With...
$150k
A leading financial services provider in Irvine, CA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services and demonstrated success in developing client...Private client- Bancroft Staffing Partners (BSP) in Irvine is seeking a Tax Manager or Senior Tax Manager to enhance its client-facing tax services. The role involves managing complex returns, mentoring staff, and collaborating on strategic solutions. Candidates should have a CPA license...
- BDO USA is seeking a Tax Experienced Manager to manage the full life cycle of finance and accounting engagements in Costa Mesa, California. This... ...technical expertise in finance, staff supervision, client relationship management, and business development. Candidates...Private clientWork at office
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and Transaction Services practice is comprised of three... ...competencies focused on advising corporate and private equity clients on all aspects of their capital agenda...Private clientWork experience placementSummer holidayFlexible hours$99k - $266k
A leading global professional services firm is seeking a Manager in Irvine, California to lead and develop teams, manage client service accounts, and solve complex business issues. Candidates should possess a Bachelor's Degree in Accounting, with at least 4 years of relevant...$76k - $125.3k
...technically demanding tax planning and compliance... ...contact for a wide range of clients and colleagues. This is... ...teaming focusing on service delivery for our... ...and local tax and asset management to deliver comprehensive... ...handling hedge fund and Private equity K-1s Researching...Private clientWork experience placementSummer holidayLocal areaFlexible hours$99k - $266k
A leading global consulting firm in Irvine is seeking a Tax Manager to oversee client service accounts focusing on mergers and acquisition tax advice. The ideal candidate will possess strong leadership abilities and a background in financial regulations, assuring quality...$116.2k - $212.9k
...working world. ITTS - International Corporate Tax Advisory - Manager The opportunity The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda -...Private clientWork experience placementSummer holidayFlexible hours- ...insurance solutions that put our clients in control. Our growing team... ...Region, supporting multiple service teams and books of business... ...needed. In this role, you will manage an assigned portfolio of... ...tailored to high-net-worth and private client needs. Working alongside...Private clientWork at officeLocal areaFlexible hours
- JPMorganChase in Irvine, California seeks a Private Client Investment Associate to provide client service and operational support for Advisors in Wealth Management. The role involves managing client relationships, facilitating operational requests, and complying with regulations...Private client
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture... ...the introduction of wealth management services. This includes regularly engaging in in...Private clientTemporary workWork at officeImmediate start$116.5k - $216.9k
...employee health & benefits, retirement, and private client insurance solutions to organizations... ...America, we combine the personalized service model of a local consultant with the global... ..., discovery, market placement, funnel management, and effective close ratios while...Private clientMinimum wageLocal areaFlexible hoursNight shift- A financial services firm in Mission Viejo is looking for a Senior Tax Manager to lead tax compliance and planning for clients. The role involves reviewing tax returns, managing client relationships, and overseeing tax strategies. The ideal candidate will have a minimum...
- Armanino LLP is looking for a U.S. Tax Consultant in Irvine, California, with a Bachelor... ...of tax consulting experience, strong client service skills, and technical proficiency in tax... ...long-term client relationships, and managing profit-oriented groups. The role offers...Flexible hours
$120k - $160k
10684 - Manager, Client Services Location: Irvine, CA 92614 (5 days on-site) Company Overview Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry. As a key affiliate, we...
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