Tax Manager - Private Client Services
$132k - $190.1kAndersen
Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients. Responsibilities Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. Conduct primary and secondary review of complex tax returns – including federal and state filings. Draft technical tax memoranda. Assist with tax audits and notices, including preparation of responses for IDR requests. Manage resources and coordinate scheduling; strong ownership and committment in our people and clients. Supervise, train, mentor, and evaluate Intern, Associate and Senior Associates. Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current cleints. etc.) Requirements 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience. Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred). Advanced credential allowing for IRS client representation (i.e. CPA or JD). Strong organizational and leadership skills to enhance project management and client service. Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment. Proficient use of tax software and relevant technology. Compensation and Benefits Salary Range: For individuals hired to work in San Diego, CA, the expected base salary range for this role is $132,000-190,100. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set. Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. The firm offers 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit Equal Opportunity Employer Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances required by law. #J-18808-Ljbffr
- ...Responsible For: Supervise a team, foster strong client relationships, prospect and contribute... ...that values exceptional client service and tax expertise. Oversee tax planning and... ...financial services sector (hedge funds, private equity, and other investment‑related individuals...Private clientLocal area
- ...EisnerAmper LLP is seeking a Tax Manager in San Diego to oversee client engagements and manage tax compliance efforts. The successful candidate will help mentor staff and must possess strong knowledge of tax law. Responsibilities include reviewing tax returns, developing...Private client
- ...career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. Tax Manager – Private Client Services (PCS) We are seeking a dynamic individual with the capacity to efficiently oversee multiple client engagements while...Private clientLocal area
$103.6k - $189.7k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management and Insurance. Our... ...professionals providing dedicated tax technical services to... ...facets of hedge fund, private equity fund and mutual...SuggestedSummer holidayWork at officeLocal areaFlexible hours$325k - $425k
...EisnerAmper LLP in San Diego is seeking a Tax Partner within its Private Client Services practice. This role entails providing integrated tax advisory and... ...5 years in public accounting and proven expertise in managing client relationships. The position offers a...Private clientPrivate practice- ...A leading global consulting firm seeks a Tax - Indirect - Unclaimed Property and Escheat Services - Manager to lead unclaimed property consulting efforts. This role involves managing client relationships, developing solutions, and guiding teams. The ideal candidate will...Flexible hours
- ...individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...how to set up businesses, manage estates and trusts, and... ...teams to provide complete services for clients, including... ...and keep client information private in a busy, client‑focused...Private client
- ...Citrin Cooperman in San Diego, CA is seeking a Tax Staff in our Private Client Services (PCS) Department. The role involves preparing tax returns, assisting with audits, and collaborating with other tax professionals. A Bachelor's degree is required, and a Master's in...Private client
$100k - $130k
...The Role Senior Associates in our Private Client Services practice manage and support their team on multiple engagements for a wide range of sophisticated... .... Key Responsibilities Review and prepare complex tax returns; Engage in the tax planning and consulting process...Private clientFull timePrivate practiceLocal areaWork visa$190k - $230k
...LevitZacks is looking for a Senior Tax Manager to take ownership of a book... ...Partner. You'll manage the client relationship, including... ...community since 1964. We work with privately held businesses and their... ...technical depth, and responsive service. Team Leadership...Work at officeLocal areaFlexible hours$100k - $130k
...the Boundless Horizons of Tax, Valuation, and Business Expertise... ...among professional services organizations. You'll... ...working with extraordinary clients spanning every industry, regardless... ...Senior Associates in our Private Client Services practice, manage and support their team on...Private clientFull timePrivate practiceH1bLocal areaWork visa$60k - $95k
...,000.00 - $95,000.00 Salary Job Category: Tax Citrin Cooperman offers a dynamic work environment... ...and most importantly, the flexibility to manage your personal and professional life to... ...Senior and/or Manager on work status and client issues that arise Collaborating with other...Private clientFull time$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...Private clientWork experience placementSummer holidayFlexible hours$145k - $165k
...LevitZacks is looking for aTax Manager to join our growing... ...a trusted advisor to clients while helping lead the... ...execution of complex tax engagements. In this... ...planning and advisory services. You'll become a core... ...Ascend Backed by private equity from people-focused...Work at officeLocal areaVisa sponsorshipFlexible hours$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where who you are matters... ...the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team... ...Credit, as well as International and Private Client services This Senior Manager role...Private clientWork at officeLocal area$125k - $165k
...Description Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted advisor... ...of expertise. A Tax Manager provides client service, relationship management, and consulting...16 hoursFull timeSeasonal workFlexible hours$135k - $200k
...Plus You - that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax... ...tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our San Diego, or San Francisco California...Private clientWork at officeLocal area$325k - $425k
...innovation, and are eager to make an impact. We seek a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...tax returns, ensuring technical excellence and risk management. Proactively advise clients on tax planning opportunities...Private clientPrivate practiceLocal area$72k - $77k
...Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves... ...Wealth Associates are client service professionals who exhibit drive, ambition...Private clientFlexible hours$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where... ...Career Starts with You. Withum's Tax Services Group is made up of a brilliant team... ...Credit, as well as International and Private Client services. As a Tech & Emerging Growth...Private clientWork at officeLocal area- ...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
$52.6k - $98k
...different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan... ...America, we combine the personalized service model of a local consultant with the... ...important information about their risk management needs and financial loss tolerance, then...Private clientMinimum wageLocal areaNight shift$99k - $266k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable... ...The Opportunity As a Specialized Tax Services - Research & Development Tax - Manager, you will provide tax advice and solutions to clients in complex and niche areas of taxation, including...Full timeH1b$95k - $135k
...Tax Supervisor San Diego, California, United States Withum... ...in the Plus! Withum's Tax Services Group is made up of a... ...as well as International and Private Client services. This Tax Supervisor... ...relationships Ability to manage multiple engagements and competing...Private clientWork at officeLocal area$92k - $146.34k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...(Baker Tilly) provide professional services through an alternative practice... ...Baker Tilly as a Corporate Tax Manager with our San Diego office. This is...Work at officeLocal areaWorldwide$92k - $146.34k
...Corporate Tax Manager Join Baker Tilly as a Corporate Tax Manager with our San Diego office! This is a great opportunity... ...advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to...Work at officeLocal area$91.7k - $168.1k
...Join EY and help to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice is made up... ...professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine...Summer holidayFlexible hours$70k - $90k
...transform marketing investment into scalable, measurable growth. The Manager, Client Operations is known as a Project Manager at Modifly. This is... ...the communication and partnership responsibilities of Client Service with the organization, coordination, and delivery rigor of...Full timeWork at officeRemote workMonday to Friday$92k - $146.34k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...(Baker Tilly) provide professional services through an alternative practice... ...Join Baker Tilly as a Tax Manager with our San Diego office! This is...Work at officeLocal areaWorldwide- ...High-Performing Tax Manager Are you ready to take your tax expertise to the next level with a dynamic, client-focused team? We're seeking a high-performing Tax Manager who thrives... ...strategic tax planning and consulting services. Develop & Inspire Talent: Mentor and...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Private Client Services. Be the first to apply!
- tax manager Nacogdoches, TX
- sr tax manager Nacogdoches, TX
- senior tax director Nacogdoches, TX
- hedge fund private equity tax manager Nacogdoches, TX
- senior international tax manager Nacogdoches, TX
- sales & use tax manager Nacogdoches, TX
- tax director Nacogdoches, TX
- state tax manager Nacogdoches, TX
- tax manager public accounting Nacogdoches, TX
- commercial roofing service manager Nacogdoches, TX

