Tax Experienced Staff - Private Client Services
Citrin Cooperman
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We are seeking a Tax Staff in our Private Client Services (PCS) Department at our San Diego, CA location. As a Staff in PCS, you will be responsible for:Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and PartnershipsOrganizing tax information and assisting with tax notices and examinationsAssisting with tax audits, perform light research projects and monitor and review financial informationCommunicate with Senior and/or Manager on work status and client issues that ariseCollaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellenceParticipating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertiseBachelor’s degree required; master’s in taxation preferredMinimum of 2 years of experience in public accountingMinimum 2 years of extensive experience with 1040 prepPossess general knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxationBe able to apply basic accounting principles to engagementsHave excellent written and verbal communication skillsBe highly motivated and able to work individually and in a team settingHave outstanding analytical, organizational and project management skillsHave the ability to multi-taskKnowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus #J-18808-Ljbffr Citrin Cooperman
$60k - $95k
...San Diego, CA 92108 Position Type: Full Time / Experienced Level Salary Range: $60,000.00 - $95,000.00 Salary Job Category: Tax Citrin Cooperman offers a dynamic work... ...with Senior and/or Manager on work status and client issues that arise Collaborating with other tax...Private clientFull time$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our... ..., and others with complex tax and financial structures. The... ...planning. Job Summary A Tax‑Experienced Manager, Private Client... ...written and verbal feedback to staff and interns. Directs communication...Private clientWork at office- 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
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...Client Services Practice is experienced in all aspects of estate, income... ...and verbal feedback to staff and interns Directs communication...Private clientPrivate practiceWork at office- ...Supervise a team, foster strong client relationships, prospect and... ...values exceptional client service and tax expertise. Oversee tax planning... ...services sector (hedge funds, private equity, and other investment‑... ...relationships with clients, staff members, and external third‑party...Private clientLocal 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- ...seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...to foster professional growthwithinour staff. This position offers flexibility in... ...~ Responsible for overseeing tax planning and compliance functions for ultra...Private clientTemporary workPrivate practiceWork at officeLocal area
$52.6k - $98k
...Private Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, top workplace culture doesn't happen overnight. It's a result... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageLocal areaNight shift$325k - $425k
...looking for individuals who welcome new ideas, encourage 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 advisory and compliance solutions to high net worth individuals...Private clientPrivate practiceLocal area- ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a... ...in reviewing complex returns, managing staff and conducting research. Furthermore, the...Private clientTemporary workPrivate practiceWork at officeLocal area
$132k - $190.1k
Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee multiple... ...include managing client communications, conducting tax return reviews, and mentoring junior staff. Ideal candidates should have 4+ years of...Private clientPrivate practice- ...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... ...demonstrating proficiency in reviewing complex returns, managing staff and conducting research. The ideal candidate will...Private clientLocal area
- ...tools, capital, and expert guidance for both new and experienced investors. Services include creative financing solutions such as DSCR... ...& flip funding, 0% interest business credit, and private lending tailored to client goals. Through its InvestWithKey community and...Private clientFull timeRemote work
$132k - $190.1k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...global presence among professional services organizations. You'll embark... ...ordinary, working with extraordinary clients spanning every industry,... ...The Role Managers in our Private Client Services (PCS) practice...Private clientFull timeWork experience placementInternshipPrivate practice$127.9k - $291.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...professionals providing dedicated tax technical services to... .... EY's FSO EDGE Private practice provides... ...activities, and assign tasks to staff and seniors. Review...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours$54.4k - $89.9k
...and help to build a better working world. Indirect Excise Tax Staff Our National Tax and EY EDGE practice is made up of a team of professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine...Summer holidayFlexible hours$200k - $270k
About BKF BKF is a multi-service infrastructure consulting firm providing civil engineering... ...development, government, and federal clients for over 110 years. At BKF, you'll find a... ...long‑term relationships with key public and private sector clients. Project Oversight & Execution...Private clientWork at officeLocal area$130k - $175k
...transitions. Our practice is built on strategic advocacy, exceptional client service, and a commitment to achieving meaningful results. We handle... ...Job Details Complex Family Law Attorney We are seeking an experienced Family Law Attorney to join our growing practice. The ideal...Permanent employmentLocal area$56k - $132k
...custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual...Private client$68k - $70k
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging... ...the advantages and the answers our clients need to succeed. Position Overview As part...Private clientFull timeWork experience placement$85k - $90k
...the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team... ..., as well as International and Private Client services. As an Experienced Tax Associate based out of our San... ...training and support to the engagement staff and promote open communication to...Private clientWork at officeLocal area- As a Client Advisor at BVLGARI, you will deliver a world-class luxury experience, building lasting client relationships while achieving... ...and retain clientele. Serve as a BVLGARI brand ambassador at private client events, in‑store activations, and high‑profile...Private 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 for Private Equity...Private client
- JPMorganChase is seeking a Private Client Advisor in San Diego, California. This role involves offering comprehensive financial planning and personalized investment solutions to clients, with a focus on building strong client relationships. The ideal candidate will have...Private client
- JPMorgan Chase & Co. is hiring a Private Client Banker in San Diego, CA, to manage the banking needs of affluent clients. This role emphasizes... ...a high school diploma and at least one year of relevant experience in financial services. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- JPMorgan Chase & Co. is seeking a Private Client Banker in San Diego, CA. This role requires a passion for customer service and building lasting relationships while managing banking relationships for affluent clients. You will guide clients through their banking needs,...Private client
- ...Litigation Attorney for its San Diego office. This role is designed for an experienced litigator capable of independently managing cases from inception through resolution for governmental and private clients. The firm offers a collaborative work environment with mentorship, a...Private clientWork at officeFlexible hours
- ...Construction Management, Land Surveying, and Systems Integration services to public and private clients. With a spirit of cooperation and partnership, UNICO... ...this individual will provide technical guidance, mentor staff, and ensure compliance with client standards and...Private clientWork experience placementWork at officeFlexible hours
$132.5k - $205k
...Sunflower Bank, N.A., we’re experiencing great growth. Since... ...possible. As a full-service financial institution,... ...we do every day for clients and associates. Learn... ...position of a full‑time Private Banker at our San Diego... ...in analyzing personal tax returns, personal...Private clientFull timeFlexible hours- ...for wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...advisory teams to provide complete services for clients, including bookkeeping,... ...build trust and keep client information private in a busy, client‑focused environment...Private client
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