Senior Tax Advisor, Private Client Services
BDO USA, LLP
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 team. The position emphasizes technical excellence, leadership, and business development to expand client services and deepen client relationships in a fast-paced professional environment. #J-18808-Ljbffr BDO USA, LLP
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant... ...and findingsInteracts directly with clients and their advisors Communicates with supervisors, engagement team and...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
$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... ...Works with clients and their advisors to gather information needed...SeniorPrivate clientPrivate practiceWork 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... ...findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and...SeniorPrivate clientWork at office- 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
$75k - $100k
...Antonio's most reputable and respected CPA firms is expanding their tax team! This role offers exposure to high-net-worth individuals and businesses , with increasing involvement in Client Advisory Services . What You’ll Do Prepare and review federal, state, and local tax...SeniorWork at officeLocal area3 days per week- Overview The Senior Tax Accountant will work in a collaborative environment, lead diverse engagements... ...role you will interact closely with clients, assist and lead team members, and gain... ...We pride ourselves on exemplary client service and enjoy advancing our team members...SeniorFull timeLocal area
- 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
- 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
- EY is seeking a Senior in Applied AI to lead hands-on AI initiatives for private equity clients and their portfolio companies. You will build and deploy AI solutions, aligning timelines, costs, and quality, while embedding AI as your daily workflow. You will work with senior...SeniorPrivate client
$123.8k - $165k
...enjoys building strong client relationships, developing... ...exceptional client service, Cherry Bekaert has an... ...We are seeking an Audit Senior Manager to join our growing... ...serving as a trusted advisor to business leaders. You... ...the largest assurance, tax and advisory firms in...SeniorWork experience placementWork at officeLocal area$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 with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting...Private clientFlexible hours$200k - $300k
...Job Posting Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax...Private clientImmediate startFlexible hours$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,... ...their tax positions.In private tax at PwC, you will focus... ...Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected...SeniorFull timeH1bRemote work- ...Inc. is seeking a Project Manager to support AFCEC at JBSA‑Lackland, TX, delivering program and project management services for federal and private clients. The role focuses on CMIS implementation, UFC/UFGS reviews, and standardizing PM templates and processes. You will...SeniorPrivate client
- BGE, Inc is seeking a Senior Project Manager to lead water/wastewater and drainage projects in Texas. This role involves managing design teams, coordinating with public and private clients, and delivering PS&E packages for infrastructure projects. Office options in San...SeniorPrivate clientWork at office
$135k - $150k
...Description Job Description Tax Manager CPA Office- Serves clients in the professional services / wealth management In-... ...and enjoys serving as a trusted advisor to high-net-worth individuals,... ...tax work prepared by staff and senior accountants, ensuring accuracy...SeniorWork at office- Aprio is looking for a Senior Tax Associate to join their Tax team in San Antonio, Texas. You will be responsible for providing tax planning, consulting, and compliance services to clients, collaborating with partners to deliver innovative tax strategies. The position requires...SeniorRemote jobFlexible hours
- ...consulting firm, partnering with clients to solve the world’s most... ...infrastructure investment worldwide, our services are in great demand. We... ...seeking a highly talented Senior Project Manager- Surface... ...teams partner with public- and private-sector clients to create innovative...SeniorPrivate clientFor contractorsWork at officeLocal areaImmediate startWorldwideRelocationFlexible hours
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...team helps guide clients through their most critical... ...end support and advisory services, covering areas such as... ...Team serves as strategic advisors to PE firms as they find...SeniorPrivate clientOdd jobWork experience placementLocal area- 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
- ...consulting firm, partnering with clients to solve the world’s most... ...infrastructure investment worldwide, our services are in great demand. We... ...an experienced Aviation Senior Program Manager to lead major... ...partner with public- and private-sector clients to create innovative...SeniorPrivate clientWork at officeLocal areaWorldwideRelocation packageFlexible hours
- The opportunity As a Senior in Applied AI, you will be at the forefront of building... ...that are pivotal to value creation for private equity clients and their portfolio companies. You... ...- including in consulting, financial services, private equity, or portfolio company...SeniorPrivate client
- ...CliftonLarsonAllen) is seeking a Tax Principal or Signing... ...our San Antonio, TX Private Industry Tax Team. The... ...and advisory services for S-Corps, Partnerships... ...Individuals. You will manage client engagements, develop... ...of the firm. This is a senior leadership position within...Private client
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment... ...investments while upholding the firm's standards for integrity and client service. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.Private client
- A leading financial services firm in San Antonio is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with investment solutions, maintaining client relationships...Private client
- ...Group is seeking a bilingual Senior Community Engagement Specialist... ...collaboratively with AECOM's client and specialist teams and be... ...firm, delivering professional services throughout the project... ...environment, our public- and private-sector clients trust us to solve...SeniorPrivate clientLocal area
$110k - $130k
...environmental and infrastructure consulting services; we provide services that enable... ...to deliver solutions to both public and private clients. Our services help improve the quality... ...About the Job Career Level: Senior Employment Type: Full-time Compensation...SeniorPrivate clientFull timeLocal area- ...another 20 hours to your week. This one doesn't. If you're a Tax Senior who enjoys public accounting but wouldn't mind seeing your family... ..., trusts, estates, closely held businesses or construction clients. It's varied enough that you won't end up doing the same return...Senior
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