Senior Private Client Tax Manager — Strategic Advisor
$146k - $200kBDO
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with a Bachelor’s degree in Accounting and CPA certification required. The position entails managing client engagements, supervising team members, and identifying tax planning opportunities. The salary ranges from $146,000 to $200,000 based on location and experience. #J-18808-Ljbffr BDO
$141k - $290k
...Weaver is seeking a Senior Tax Manager in Pasadena, CA, to provide federal tax compliance and planning for high-net-worth individuals and privately-held businesses. This role requires a CPA with over 7 years of experience and involves business development and team leadership...SeniorPrivate clientFlexible hours$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate client- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate client
- ...will have the flexibility to manage your days in support of our commitment... ...a team, foster strong client relationships, prospect and contribute... ...client service and tax expertise.* Responsible for overseeing... ...sector, such as hedge funds, private equity, and other investment-...SeniorPrivate clientPrivate practiceWork at officeLocal area
$141k - $290k
...experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net...SeniorPrivate clientImmediate startFlexible hours- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate client
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...Private client- ...FY27 - Financial Services - Private Client Services - Tax Manager Location: New York Other locations: Anywhere in Region Salary: Competitive Date:... ...and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds...Private clientWork experience placementImmediate start
$106.5k - $195.1k
...side by side with a range of clients from our most venerable institutions... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within... ...the confidence to challenge senior colleagues and stakeholders from...Private clientWork experience placementSummer holidayImmediate startFlexible hours$145k - $245k
...advisory, assurance, and tax with team members who value... ...optimize performance, manage risk, and maximize value... ...relationships, solutions to address clients’ unique business goals... ...career opportunity for a Senior Tax Manager to join the team in our Private Client Services in a...SeniorPrivate clientWork experience placementPrivate practiceWork at officeLocal areaRemote workFlexible hours$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 tax returns, responding to notices, and training junior staff. Candidates should have over 8 years in public...SeniorPrivate clientRemote jobWork at office- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi... ...Financial Advisor is a strategic professional who stays... ...Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate client
$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 findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and...SeniorPrivate clientWork at office- ...TwinThread in Los Angeles is seeking a Private Banker to advise clients on wealth management. This role requires over six years of experience in Private Banking, an entrepreneurial mindset, and proven sales success. You will manage client relationships and provide investment...SeniorPrivate clientLocal area
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within... ...services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the... ...services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientFull timeWork at office$106.5k - $195.1k
...Services Organization. In the Private Tax practice, we serve privately... ...business structures. Support clients in wealth transfer,... ...profile individuals and families. Manage and deliver processes, solutions... ...and confidence to challenge senior colleagues and stakeholders from...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$70k - $200k
The Financial Advisor is a strategic professional who stays abreast of developments within... ...to an ultra high net worth client base in the United States. Manage accounts of high net worth investors... ...develop financial strategies with Private Bankers. Conduct sophisticated economic...SeniorPrivate client$147.4k - $336.8k
.... ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International... ...focused on advising corporate and private equity clients on all aspects of their capital... ...viewed by clients as trusted business advisors. Your Key Responsibilities...SeniorPrivate clientWork experience placementSummer holidayFlexible hours- ...platforms and local offices to offer our clients a comprehensive portfolio of solutions... ...changing the way our clients approach risk management and benefits, so they can capitalize on... ...customers and/or policies within Private Client Services. Supports Producer in soliciting...SeniorPrivate clientWork experience placementWork at officeLocal areaImmediate start
- ...Tax Manager As Tax Manager, you'll partner directly with ultra... ...engagements for UHNW families and private clients Review and prepare... ...estate, partnership) Provide strategic advice on income, estate,... ..., wealth, and investment advisors to deliver holistic...Private client
$170k - $300k
...Role: The Senior Portfolio Advisor , North America will report... ...for field and client engagement, acting as... ...opportunities and strategic planning on business... ...research, portfolio management, the Lab, product) on... ...Job Family Group: Private Client Product Services...SeniorPrivate clientFull time$115k - $185k
...Job Title: Senior Tax Manager, CPA Department: Tax Location: Remote or Hybrid Qualifications ~7+ years of public accounting experience... ...leadership, mentoring, and interpersonal skills, fostering client and staff relationships Responsibilities Review high‑...SeniorRemote work$130k - $200k
...Oaks. The firm is focused on tax, assurance and accounting. Our... ...and preserve the wealth of our clients, delivered with superior personal... ...leverages us to be a trusted advisor to businesses, non-profits,... ...candidate would be able to begin managing clients transitioned to them...SeniorWork at officeWeekend work2 days per week3 days per week$160k - $185k
...opportunity to positively impact our clients and people. Talented and... ...Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to private and public companies, high-net-... ...Join HCVT’s Tax practice as a Senior Manager. Responsibilities...SeniorWork at officeRemote work$84k - $110k
BDO USA in Los Angeles is seeking a Tax Senior for its Private Client Services team. The role involves providing tax compliance and consulting services to high-net-worth individuals and families. Ideal candidates will have a bachelor’s degree in accounting or finance, with...SeniorPrivate client- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate client
- ...Tax Senior Manager Well established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff. The selected... ...to the various tax preparers as deemed necessary. Assumes client service responsibility for clients the Tax Senior Manager...SeniorCasual workWork at officeWork from home
$96k - $125k
BDO USA is looking for a Tax Experienced Senior in Private Client Services based in Los Angeles. This role involves providing tax compliance and consulting for high net-worth clients, requiring strong leadership, communication, and technical skills. The ideal candidate...SeniorPrivate clientWork at office
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