Senior Tax Manager - Private Client Services
BDO USA
BDO USA is seeking a Tax Senior Manager for Private Client Services in the US. The role focuses on high net worth clients, providing tax compliance, planning, and consulting across personal income, estate, gift taxes, and ownership structures of client entities. Candidate must have extensive public accounting experience, CPA or licensed attorney status, and strong leadership and client-relations skills. The position emphasizes supervision of staff and driving business development. #J-18808-Ljbffr BDO USA
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well...SeniorPrivate clientWork at office
- BDO USA is seeking a Tax Senior Manager for its Private Client & Family Office Services (PCS-FOS) group in San Antonio, Texas. In this role, you will lead the PCS-FOS practice, providing exceptional client service while supervising the client relationship team. You will...SeniorPrivate clientWork at office
- Overview JOB DESCRIPTION The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible for providing...SeniorPrivate clientWork at office
$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income...SeniorPrivate clientWork at office$200k - $300k
...Posting Weaver is a full-service national accounting, advisory... ...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides... ...related field Proven ability to manage, mentor, and develop staff...Private clientImmediate startFlexible hours- A national accounting and consulting firm is seeking a Tax Director to provide federal tax compliance and planning services for high-net-worth clients. The ideal candidate is a CPA with over 9 years of experience in tax compliance, planning, and consulting. This role involves...Private clientFlexible hours
- BDO is seeking a Tax Senior for Private Client Services to deliver tax compliance and advisory support for high net-worth clients, including individuals, families and executives. The role emphasizes client communication, leadership, strict deadlines, and real-time collaboration...SeniorPrivate client
- BDO USA, LLP is a leading private client services firm offering high-touch tax and consulting for high net-worth individuals and families. The Tax Senior, Private Client Services role focuses on complex returns, research, and client advisory work within a collaborative...SeniorPrivate client
- BDO USA is seeking a Tax Senior for Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will leverage your education and experience, along with leadership and client-relations skills, to provide sophisticated planning and execution...SeniorPrivate client
$120k - $300k
Join to apply for the Tax Director - Private Client Services role at Weaver Weaver is a full-service national accounting, advisory and consulting firm... ...degree in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management...Private clientFlexible hours$135k - $150k
...Job Description Job Description Tax Manager CPA Office- Serves clients in the professional services / wealth management In-Office | CPA Required | $135,000... ...responsiveness. Review tax work prepared by staff and senior accountants, ensuring accuracy and compliance....SeniorWork at office$84k - $110k
Job Summary: Private Client Services at BDO is a boutique practice within our firm... ...people with complicated tax and financial structures. The... ...life insurance planning. A Tax Senior, Private Client Services is... ...their communication, time management, leadership, technical, business...SeniorPrivate clientPrivate practiceWork at office- Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...information about their risk‑management needs and financial loss tolerance...SeniorPrivate clientLocal areaNight shift
- ...works together across key service areas to make a... ...In both the public and private sectors our teams help identify... ...identify, solve, mitigate, and manage critical environmental issues to help clients achieve a more... ...has an opportunity for a Senior Project Manager to play...SeniorLocal area
$84k - $110k
Job Description Private Client Services at BDO is a boutique practice within our... ...other people with complicated tax and financial structures.... ...planning. Job Summary A Tax Senior, Private Client Services is... ...as their communication, time management, leadership, technical, business...SeniorPrivate clientPrivate practiceWork at office- Cherry Bekaert LLP is seeking an Audit Senior Manager to lead the delivery of audit and assurance services for a diverse client portfolio in San Antonio. You will serve as a trusted advisor to business leaders, guide engagement success, and develop high-performing teams...Senior
- Marsh McLennan Agency in San Antonio is seeking a Senior Client Advisor to work closely with High-Net-Worth clientele. The role involves understanding client exposures and recommending tailored insurance solutions. Successful candidates will have over three years of personal...SeniorPrivate client
- Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational... ...fostering long‑term partnerships Mentor and manage tax professionals, providing coaching,...Private clientWork at officeNight shift
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant... ...information about their risk management needs and financial loss tolerance...SeniorPrivate clientLocal areaNight shift
- MissionHires is seeking an experienced Project Manager to oversee end-to-end project delivery, maintain strong client relationships through proactive status updates, and ensure projects meet scope, schedule, and budget targets. This role owns financial tracking (budgets...SeniorFor subcontractor
- A construction company is seeking a Project Manager in San Antonio, TX, to oversee construction projects ensuring quality and client satisfaction. The ideal candidate will have a Bachelor's degree and 7-10 years of relevant experience. Key responsibilities include managing...Senior
- ...growing our Federal Income Tax Consulting practice—... ...professionals at the Director and/or Senior Manager levels who are currently... ...provisions for public and private companies.In Ryan's... ...provide income tax consulting services to corporate clients. Depending on level, you...SeniorFull timeFlexible hours
- ...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...seeking a Tax Manager / Senior Manager, Family Office... ...join our Business Tax Services practice. Responsibilities... ...generational family and private-equity backed...SeniorWork at officeLocal area
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond... ....KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities:Provide...SeniorLocal area
- A leading financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking...SeniorPrivate client
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director...Private client
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on... ...ability to interact with clients on their personal tax matters... ...If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great... ...entry-level employees to senior leaders, we believe there’...Work at officeLocal area- A financial services firm in San Antonio seeks a Senior Portfolio Manager to develop and execute investment management services for a diverse client base. This role requires strong analytical skills and the ability to communicate complex concepts clearly. Candidates with...Senior
$200k
...Senior Tax ManagerLocation: San Antonio, TX (Hybrid)Employment Type: Full TimeCompensation... ...firm in San Antonio, TX seeks a Senior Tax Manager. This full-time hybrid role involves... ...ResponsibilitiesLead complex tax engagements for various clients.Manage workflows and coordinate between...SeniorFull timeLocal area$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...their tax positions.In private tax at PwC, you will focus on... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large...SeniorFull timeH1bRemote work
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