Senior Tax Leader, Private Client & Family Office Services
BDO USA
BDO USA is looking for a Tax Experienced Manager to oversee finance and accounting outsource engagements. Responsibilities include managing client relationships, financial analysis, and providing technical expertise in accounting functions. Candidates should possess a Bachelor's degree related to Accounting or Finance with extensive experience, including supervisory roles. This position entails travel and offers competitive salary ranges based on location, with significant opportunities for advancement within BDO's supportive culture. #J-18808-Ljbffr BDO USA
$120.3k - $166.1k
A leading CPA firm is seeking a Tax Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and their businesses. The ideal candidate... ...tax consulting experience. You will guide client relationships and support staff in their career growth...SeniorTaxPrivate client$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements... ...on scope when margins allow. Collaborate with Senior Managers to formulate recommendations on...Work at officeTaxPrivate client$240k - $270k
...property, litigation, real estate, and private client. We are actively looking for a Partner specializing... ...some combination of: Estate and gift tax planning Drafting of wills, revocable... ...and verbal communication skills Client-service mindset with the ability to work...SeniorTaxPrivate clientLocal areaFlexible hours$150k - $165k
Mohr Talent is seeking an experienced Private Client Advisor in Pleasant Hill, California. This role requires a minimum of 10 years as a Financial... ...base salary plus performance bonuses. This is a full-time, in-office position, offering a competitive salary and opportunities for...Work at officeSeniorPrivate clientFull time- ...Job Description Tax Manager –... ...their growing Private Wealth practice... ...high-impact, client-facing role working... ...worth individuals, families, and closely... ...Northern California office locations... ...planning and advisory services to high-net-... ...Clear path to Senior Manager /...Work at officeTaxPrivate clientPrivate practiceRemote workFlexible hours
$130k - $173k
...Job Description Tax Manager – Estate,... ...Hybrid Preferred) Many office locations... ...join its growing Private Client / Private Wealth practice... ...worth individuals, families, trusts, estates,... ...serving as a strategic leader to both clients... ...the work of tax seniors and staff Partner...Work at officeTaxPrivate clientPrivate practiceRemote workFlexible hours- 17 Mile Drive Tax in Walnut Creek, CA is seeking a Senior CPA to play a crucial role in preparing complex tax returns and managing client relationships. This position involves mentoring junior staff and directly engaging with clients from day one. The ideal candidate has...SeniorTax
- Tax Senior - Tax Supervisor - Tax Manager Are you just getting through another hectic busy... ...an opportunity to work with interesting clients with complex and diverse tax and business... ...for our San Francisco and East Bay offices. Candidates should submit their resume...Work at officeSeniorTaxCurrently hiring
- (Hiring) Senior Tax Manager We are seeking a Senior Tax Manager!You will beresponsible for... ...profitable operation of yourassigned branch office. Responsibilities Coordinate the... ...infinancial branchmanagement,financial services, or other related fields Knowledge of common...Work at officeSeniorTax
$70k - $85k
...Management Company Senior Accounting... ...administration services for Managers and... ...General Partners of private equity funds,... ...to whole fund families or select funds... ...and local tax compliance Maintain... ...from the client Qualifications... ...in Microsoft Office applications, particularly...Work at officeSeniorTaxLocal area- ...Executive Search Logo Website Senior Tax Manager - Tax Principal... ...taxability disclosures. Consult with clients on various tax and real... ...national accounting firms preferred Private sector experience is a plus... ...Senior Associate - Middle Office, San Francisco, CA Bookkeeper...Work at officeSeniorTax
$125k - $195k
...Description Job Description Tax Manager – Public... ...Bay area - Multiple Office Locations Work Style... ...About the Opportunity Our client is a well-established... ...prepared by staff and seniors for technical accuracy... ...manufacturing, professional services, etc.) Real promotion...Work at officeSeniorTaxFlexible hours$100k - $145k
...be required to assist senior engineers in performing... ...programs. Assist with client coordination including... ...include public agencies and private clients. Working with... ...preferred. Typical office environment working with... ...fee coverage and paid family leave. Regular full-time...Work at officeSeniorPrivate clientFull timeContract workTemporary workPart timeCasual workLocal areaFlexible hours$130k - $160k
...integrating them into client portfolios. Overview... ...PM, Analytics, and CIO office. Strong investment and... ...Allspring’s expanding tax-aware solutions, especially... ...relationships with senior leaders, financial advisors,... ...development/sales, financial services consulting or...Work at officeSeniorTaxLocal areaImmediate start$200k - $225k
...has 40 U.S. office locations, as... ...Aprio ensures clients are prepared... ...looking for a Senior Market Strategist... ...public and private markets. The... ...management, family office, large... ...an industry leader: Be part of a... ...status; military service obligations... ...non-attest tax and consulting...Work at officeSeniorTaxFull timeLocal areaRemote workFlexible hours$60k - $80k
...organizations, and private companies... .... These clients choose Carollo... ...industry leaders who are advancing... ...day-to-day office operations... ...preparation services... ...experience, skills, seniority, geographic... ...employees and their families need to lead... ..., pre-tax savings account...Work at officeSeniorTaxFlexible hours$96.5k - $124k
...Aprio has 40 U.S. office locations, as well... ...industries, Aprio ensures clients are prepared for... ...firm looking for a Senior Associate to join... ...Working with an industry leader: Be part of a high‑... ...status; military service obligations or any... ...non‑attest tax and consulting services...Work at officeSeniorTaxFull timeLocal areaRemote workFlexible hours- Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces, where... ...insurance 401(K) and Roth options Tax‑advantaged accounts (HSA, FSA)... ...hours (availability varies by office and job function) Training...Work at officeSeniorTaxFull timeLive outLocal areaFlexible hours
$90 - $125 per hour
...Senior Electrical Cost Estimator Walnut Creek, CA Leland Saylor... ...-centric professional service provider. This has resulted in... ...and building trust with our clients. You'll lead the electrical estimating... ...for agency, commercial and private building clients. You are not...Work at officeSeniorPrivate clientFor contractorsImmediate start$200k - $270k
...BKF BKF is a multi-service infrastructure... ...and beyond. With offices throughout California... ...government, and federal clients for over 110 years... ...key public and private sector clients.... ...closely with other leaders across BKF to... ...team members, and senior leadership, to ensure...Work at officePrivate clientLocal area$97.53k - $162.86k
Senior Analyst, Condition Assessment Date: Apr 4, 202... ...Company: Black & Veatch Family of Companies Together,... ...for a wide range of clients, including water, electric... ...at a Black and Veitch office location. Hybrid or flexible... ..., AD&D insurance, pre‑taxed accounts, voluntary...Work at officeSeniorTaxWork experience placementLocal areaFlexible hours- ...Performs all primary client contact and support... ...advisory services to investment management... ...comprehensive understanding of tax issues and trust... ...and their eligible family members* Employer... ...**Trust Portfolio Senior Manager** to join... ...at our Palo Alto office.* Individual should...Work at officeSeniorTax16 hoursFull timeWork experience placementWork from homeFlexible hours
$90k - $111k
...searching for a Senior Accountant to... ...manage a variety of tax, audit and... ...strengthening client relationships and... ...responsiveness and service-oriented... ...the Microsoft Office suite (particularly... ...is a recognized leader in real estate... ...provides publicly and privately held national...Work at officeSeniorTaxWork experience placementRemote workFlexible hoursShift workWeekend workAfternoon shift$90k - $105k
Ledgent-Finance- is seeking a Senior Revenue Accountant/Manager for its Walnut Creek, California office. This hybrid role (3 days onsite, 2 days remote) involves leading the implementation of NetSuite and ensuring compliance with ASC 606. The ideal candidate will have a...Work at officeSeniorRemote workFlexible hours- ...regulations in conjunction with the Senior Director of Rehab and/or... ...Team Member relations, customer service, and financial objectives... ...rapport with communities and clients. Represents Reliant Rehabilitation... ...Proficient knowledge of Microsoft Office (Outlook, Word, Excel, Power...Work at officeSeniorShift work
- ...based in Walnut Creek specializing in tax and consulting services for a variety of large and mid-sized clients. Our clients include real estate... ...in public accounting (8+ years for senior manager) Familiarity with Microsoft Office products (including Word and Excel)...Work at officeSeniorTaxFull timeCasual workWork from homeMonday to FridayFlexible hours
$5,000 per month
...talented thought leaders to establish a financial... ...of discerning families and privately held businesses.... ...trust and family office services. Our interactive... ...between our clients and our team drives... ...Work with a senior advisor on an existing... ...retirement planning, tax, and insurance to...Work at officeTaxWork experience placementLocal area$100.02k - $152.81k
...modifications and upgrades to support client recommendations and reviews... ...travel to client and vendor offices for design reviews and to... ...deliver cost‑effective designs. Leaders in these roles often direct... ...Daycare FSA & HSA 401(k) Pre‑Tax Commuter Account Merit Scholarship...Work at officeSeniorTaxHourly payLocal areaRemote workRelocation packageFlexible hours3 days per week- Saasventurecapital is seeking an experienced Senior Software Engineer in San Ramon, CA. The role is hybrid-remote, requiring 2 days in the New York office and 3 days remote. Candidates should have over 8 years of experience in software engineering with expertise in Java...Work at officeSeniorRemote work
$130k - $160k
Faycroft Search is seeking a Tax Supervisor for an independent CPA... ...on complex tax returns and client interactions. The role involves... ...to $160,000 with full-time in-office work. The firm values long-term... ...and quality advisory services, making it a great opportunity...Work at officeTaxFull time
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