Family Office Accounting Lead | Client Finance & Tax
Citrin Cooperman
A leading financial services firm in Los Angeles seeks a skilled individual with 5-8 years of experience in business management or family office. The role involves responding to client inquiries, managing a team, and preparing complex tax returns. Desired candidates should possess strong technical skills and leadership qualities. This position offers competitive compensation and a supportive work environment to foster professional growth. #J-18808-Ljbffr
$135k - $195.35k
...Senior Manager- Client Accounting Services Family OfficeSkip to main contentWe use... ...Accounting Services Family Office page is loaded## Senior... ...**Baker Tilly is a leading advisory, tax and assurance firm, providing... ...s degree in Accounting, Finance, Business, or related...Work at officeTaxLocal areaWorldwide- ...you! Responsibilities Respond to client inquiries & requests; work... ...resolve issues. Coordinate with tax and royalty departments as needed. Manage & mentor Account Manager; provide supervision and... ...the business management and/or family office industry; or 0-3 years of experience...Work at officeTax
$60k - $95k
...Job Category: Advisory - Business Mgmt & Family Office Responsibilities Respond to client inquiries & requests. Work closely with... ...to resolve issues. Coordinate with Tax and Royalty Departments as needed. Manage & mentor Account Manager. Provide supervision and oversight...Work at officeTaxFull time$95.4k - $180.4k
...RSM US LLP is seeking a Family Office Advisory Manager to shape and execute client services. This role involves supporting proposal generation, client delivery, and thought leadership. The ideal candidate will have over 5 years of expertise in management consulting and...Work at officeTax- ...business management and family office firm serving high net... ...ultra high net-worth clients in the sports and... ...advisory services including accounting, tax, tour management and... ...in Accounting, Finance, or Economics. ~ MAcc... ...alongside industry leading experts Competitive...Work at officeTax
- ...EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice.... ...flexibility in terms of office location, as EisnerAmper... ...largest and fastest growing accounting and advisory firms in the... ...Services Team connects family owned, closely held businesses...Work at officeTaxTemporary workPrivate practiceLocal area
- ...largest and fastest growing accounting and advisory firms in... ...a team, foster strong client relationships, prospect... ...client service and tax expertise.* Responsible... ...individuals and their families, with a particular emphasis... ...in terms of office location, as EisnerAmper...Work at officeTaxPrivate practiceLocal area
- ...TaxSeniorManager to join the Private Client Services (PCS) practice... ...in terms of office location,... ...largest and fastest growing accounting and advisory firms in the... ...Responsible for overseeing tax planning and compliance... ...individuals and their families, with a particular emphasis...Work at officeTaxTemporary workPrivate practiceLocal area
- Accountant - Family Office at Oliver James A leading investment management firm in Los Angeles seeks... ...exposure across accounting, finance, fund reporting, and... ...principals Work with external tax accountants to review... ...or financial services clients OR a similar accounting...Work at officeTaxFull time
$112k - $150k
Private Client Services at BDO is a boutique practice within... ...-worth individuals, their families, family offices, C‑Suite executives,... ...other people with complicated tax and financial structures.... ...degree, required; major in Accounting, Finance, Economics, or Statistics,...Work at officeTaxPrivate practice- ...Head of Family Office Accounting Services About the Company... ...ultra-high-net-worth clients with complex entity structures... ..., including leading, mentoring, and training... ...involves coordinating with tax teams to ensure clean... ...than 10% Functions ~ Finance ConfidentialWork at officeTax
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice... ...‑worth individuals, their families, family offices, C‑Suite executives,... ..., and others with complex tax and financial structures.... ...degree required; major in Accounting, Finance, Economics, or Statistics...Work at officeTax$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a... ...high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers... ...'s degree, required; major in Accounting, Finance, Economics, or Statistics,...Work at officeTaxPrivate practice$103.6k - $189.7k
...with a range of clients from our most... ...providing dedicated tax technical... ...alongside our practice office professionals... ...research, tax accounting, and tax... ...Ability to lead projects and work... ...in Accounting, Finance, Business Administration... ...investors and families, you'll use...Work at officeTaxSummer holidayLocal areaFlexible hours- ...serving high net‑worth clients in the sports and... ...advisory services including accounting, tax, tour management and... ...reports for the family office. Maintain an adequate... ...hands‑on fashion to lead accounting and financial... .... BS Accounting, Finance, Economics or similar...Work at officeTax
$225k - $325k
...CohnReznick in Los Angeles is seeking a Tax Director for our Private Client Services team. The role involves... ...have a strong background in public accounting, excellent communication skills, and... ...requiring occasional presence at the office for client engagements and meetings....Work at officeTaxRemote work- ...professional services firm is seeking a Manager in Private Tax to provide personal and private tax advice to high-net-worth individuals and families. You will lead tailored tax compliance solutions and support clients in wealth transfer and governance strategies. Ideal...Tax
$145k - $245k
...A leading professional services firm is looking for a Senior Tax Manager in Los Angeles to join the Private Client Services team. This hybrid role involves reviewing... ...have over 8 years in public accounting, relevant licensing, and strong office software skills. The...Work at officeTaxRemote work- ...an experienced professional to join their Los Angeles office as a trusted advisor for clients. This role involves managing client relationships, guiding... .... Ideal candidates will have 5 years in public accounting, CPA certification, and experience in a supervisory role...Work at officeTax
$72k - $95k
...Advisor Associate (Client Service) Kayne Anderson... ...John Anderson's family assets but... ...join its Los Angeles office. This client-facing... ...business managers. Lead or contribute to firmwide... ...Open new client accounts and oversee... ..., cash management, tax-related activities,...Work at officeTaxPermanent employmentVisa sponsorshipFree visaFlexible hours$95.4k - $180.4k
...We are the leading provider of professional services... ..., empowering our clients and people to... ...RSM. Affluent families and their family offices face increasingly complex... ...domains, including accounting, finance, human resources,... ...operations, tax, technology, risk,...Work at officeTaxTemporary workWork experience placementInternshipLocal area$76k - $125.3k
...side with a range of clients from our most... ...providing dedicated tax technical services... ...alongside our practice office professionals who... ...various tax and accounting technologies... ...degree in Accounting, Finance, Business Administration... ...to investors and families, you’ll use your...Work at officeTaxSummer holidayLocal areaFlexible hours$76k - $125.3k
...comprehensive and specialized tax assistance... ...our practice office professionals who... ...consulting work for clients. The objective is... ...and various tax and accounting technologies... ...degree in Accounting, Finance, Business Administration... ...to investors and families, you’ll use your...Work at officeTaxSummer holidayLocal areaFlexible hours$106.5k - $195.1k
...Angeles Manager – Private Tax (Financial Services... ..., business‑owning families, and owners of private... ...Key Responsibilities Lead delivery of tailored tax... ...business structures. Support clients in wealth transfer,... ...initiatives; hold accountability for performance and results...TaxRemote workFlexible hours$120k - $130k
...Senior Associate, Client Advisor to join... ...and families. The Senior Associate... ...such as estate, tax, cash flow, philanthropy... ...and family office services, with... ...to becoming a lead advisor. This... ...of account openings, asset... ...concentration in Finance, Accounting, Economics...Work at officeTaxLocal area- BCG Attorney Search is seeking a Tax Controversy Associate for its Los Angeles office. The ideal candidate will possess 4 to 7 years of civil tax controversy... ...accredited law school. Responsibilities include representing clients before tax agencies, conducting legal research, and...Work at officeTax
- ...time Advisory professional based in Woodland Hills, CA. In this role, you'll respond to client inquiries, coordinate with departments, and manage an Account Manager. You'll prepare tax returns and analyze financial statements, contributing to client success. The ideal...Work at officeTaxFull time
- ...Job Title Tax Manager – Private Client Services (PCS) Practice Responsibilities Develop and manage client... ...in tax laws, regulations, and accounting standards, and apply new knowledge to... ...Benefits Hybrid working model with flexible office location. Supportive culture...Work at officeTaxPrivate practiceLocal areaFlexible hours
- ...experienced Assistant Controller to manage the financial aspects of our family office. Responsibilities include preparing consolidated financial... ...the real estate sector and a commitment to optimizing our tax position. We offer a generous 401K match, superior medical and...Work at officeTax
- ...California is seeking a Senior Tax Associate to work with their... ...various tax returns, maintaining client relationships, and ensuring... ...should hold a Bachelor's degree in Accounting and have over 3 years of... ...with proficiency in Microsoft Office and familiarity with tax software...Work at officeTax
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