Tax Senior Manager, Private Client Services
Jobtailor
Oversight of multiple client service teams Plan, direct, execute and complete tax consulting projects Conduct technical reviews of federal and state income tax returns Develop and maintain strong client relationships Provide innovative tax planning strategies and compliance expertise to clients Understand and manage firm risk on tax services performed Manage, develop, and mentor staff/managers on projects Assess performance through formal periodic reviews and informal feedback Maintain an active presence in the market to drive growth and attract new clients Requirements BS in Accounting preferred, Masters in Taxation is a plus CPA required Minimum of 8 years of experience in public accounting or corporate/public blend Working with the tax team to identify and resolve client issues Anticipating and addressing client concerns and resolving problems as they arise Proven success in engagement and client management, with a track record of growing and sustaining client relationships Possess effective writing, communication and tax research skills Strong technical expertise in federal taxation of individuals, trusts, and investment entities Estate and gift tax experience is a plus. Strong leadership and mentorship experience #J-18808-Ljbffr
- Role Overview Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which... ...with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.)....SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...80‑year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we... ...of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting...Private clientWork at officeLocal areaRemote work
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...supervising and ongoing development of associates and seniors. Prepare and review tax returns for individuals, partnerships...Private clientPrivate practiceWork at officeLocal area
- A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal...Private client
- PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...SeniorPrivate clientFlexible hours
- EisnerAmper is seeking a Tax Manager to join its Private Client Services practice in Houston, Texas. The ideal candidate will efficiently manage client engagements, oversee tax returns, and mentor junior staff. This role demands strong leadership abilities and an understanding...Private clientPrivate practiceWork at office
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within our firm... ...people with complicated tax and financial structures. The... ...insurance planning. A Tax Manager, Private Client Services is... ...Supervises associates and senior associates on all projects...Private clientPrivate practiceWork at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...life insurance planning. A Tax Manager, Private Client Services is... ...: Supervises associates and senior associates on all projects Reviews...Private clientPrivate practiceWork at office- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward‑thinking entrepreneurs and business advisors with Big 4 backgrounds who creatively integrate traditional values, practical...SeniorPrivate clientFull timeWork at officeLocal area
$85k - $201k
...history, delivering excellent service through innovation has... ...DNA across our audit, tax, and consulting groups.... ...and review of client tax projections and calculations, management of client tax relationships... ...services to public and private entities while also helping...Private clientRemote jobWork at officeLocal areaWorldwide- ..., LP in Houston, TX seeks an experienced tax professional to lead federal tax compliance... ...for middle-market to multinational clients. You will work closely with teams across... ...emphasizes staff supervision, client relationship management, and cross-practice collaboration, with...Senior
- A leading financial advisory firm seeks a qualified Core Tax Services Senior Manager in Houston, Texas. This role requires expertise in tax compliance, consulting, and research to advise clients effectively. The ideal candidate should have over 8 years of relevant tax experience...Senior
$180k - $200k
...Senior Tax Manager Senior Tax Manager - Salary $180K - $200K+ base (flexible based on experience) + bonus Senior... ...Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures...SeniorPrivate clientLocal areaFlexible hours- ...the Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team of tax... ...Tax Credit, as well as International and Private Client services. We are currently looking for an Oil & Gas Tax Senior Manager based out of our Houston, TX office. You...SeniorPrivate clientWork at officeLocal area
- Tax Mgr/Snr Mgr/Director- Private Client Svcs- REMOTE or Hybrid Tax Manager | Griffin Search Partners | Remote Job This is a remote position. We're Hiring: Tax Professionals- Private Client Services TX and Southern US | Flexible Hybrid Schedule | REMOTE| Top Compensation...Private clientRemote jobPrivate practiceWork at officeFlexible hours
$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties... ...tax experience and/or public accounting, private industry accounting or consulting/...SeniorPrivate clientWork at office- A leading professional services firm in Houston is seeking a Senior Associate for its Private Client Services. This role involves managing sophisticated tax engagements for wealthy clients and providing mentorship to junior staff. Candidates should have over 2 years of...SeniorPrivate clientFull time
$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties: Performs... ...tax experience and/or public accounting, private industry accounting or consulting/professional...SeniorPrivate clientWork at office- ...Overview Job Description As the Corporate Tax Senior Manager, you’ll be a member of our Corporate... ...the primary tax relationship with the client, and you will help with the engagement... ...management for multiple clients for your service line – all with the resources, environment...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours2 days per week
- BDO USA, LLP is seeking a Tax Manager for their Private Client Services in Houston, Texas. The ideal candidate will manage tax and consulting engagements for high net-worth clients, ensuring compliance with complex tax structures. Applicants should have a Bachelor’s degree...Private clientWork at office
$80k - $100k
...Audit Senior - Great Work Life Balance, Lucrative Base,... ...Opportunity to Grow into Management! Salary: $80,000 - $100,0... ...Our team provides audit, tax, and advisory services to privately held businesses and nonprofit... ...‑driven approach where client service and long‑term partnerships...SeniorPrivate clientLocal areaWork from homeFlexible hours- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...years of experience in the investment management industry Preferred qualifications...SeniorPrivate clientWork at office
- Business Enterprise Tax Manager/Senior Manager Full-time Pannell Kerr Forster... ...change by focusing on the client’s unique needs. PKF... ...tax provisions for public and private clients. Enterprise engagements... ...for appropriate additional services. Plan and coordinate corporate...SeniorPrivate clientFull timeWork at officeLocal area
- ...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...your success! The Role Senior Associates in our Private Client Services practice manage and support their team...SeniorPrivate clientFull timePrivate practiceH1bLocal areaWork visa
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array... ...to institutional investors, private wealth clients and financial... ...Absolute Return and Managed Investment Solutions, which... ...and transfers (e.g., trust tax returns, property taxes, IRAs...SeniorPrivate clientWork at officeImmediate startVisa sponsorship
- ...professionals for this role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for... ...~3+ years of experience in the investment management industry Preferred qualifications,...SeniorPrivate clientWork at office
$95.5k - $195.4k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That'... .... Job Description: As a Private Client Service Tax Managerinvolved in... ...implementing special projects. The Tax Manager is responsible for the...Private clientWork at officeLocal areaWorldwide$70k - $100k
...Indianapolis market. Our team provides audit, tax, and advisory services to privately held businesses and nonprofit... ...relationship-driven approach where client service and long-term partnerships... ...held clients Work closely with managers and partners on client deliverables...SeniorPrivate clientLocal areaWork from homeFlexible hours- MDAEdge is seeking a highly skilled tax professional in Houston, Texas, to oversee client services teams and deliver comprehensive State and Local Tax (SALT) services... ...development, mentoring, and significant responsibilities in tax project management. #J-18808-Ljbffr MDAEdgeSeniorLocal area
- ...Wealth in Houston, Texas is seeking a Part-Time Tax Manager with 5-7 years of experience in public accounting to manage client relationships and provide comprehensive tax... ...commitment to high standards and responsive client service. #J-18808-Ljbffr Willis Johnson WealthPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior Manager, Private Client Services. Be the first to apply!
- tax manager Houston, TX
- transfer pricing tax manager Houston, TX
- remote tax manager Houston, TX
- state tax manager Houston, TX
- sales & use tax manager Houston, TX
- senior international tax manager Houston, TX
- senior tax director Houston, TX
- property tax manager Houston, TX
- international tax director Houston, TX
- hedge fund private equity tax manager Houston, TX


