Private Client Services Manager - Wealth & Tax Leadership
Andersen
A premier tax and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client communications, conducting tax return reviews, and mentoring junior staff. The ideal candidate should have over 4 years of experience, including 3 in Private Client services, and hold relevant qualifications such as a CPA or advanced degree in Accounting or Finance. Join us and contribute to elite client relationships while enjoying a competitive salary and comprehensive benefits package. #J-18808-Ljbffr Andersen
$106.5k - $195.1k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...dynamic FSO team! Private Tax is a growing practice... ...demonstrate strong leadership and analytical skills...TaxWork experience placementSummer holidayImmediate startFlexible hours- ...the global financial services marketplace and the... ...side with a range of clients from venerable... ...Banking, Capital Markets, Wealth and Asset Management, Insurance, Real... ...dynamic FSO team! Private Tax is a growing practice... ...demonstrate strong leadership and analytical skills...TaxWork experience placementImmediate startFlexible hours
- ...leading professional services firm is looking for a skilled tax advisor specializing in wealth planning and compliance solutions for private entities. The ideal candidate... ...strong background in managing complex projects,... ...and providing tailored client service. You will work...Tax
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Tax- BDO USA is seeking a Tax Experienced Manager to manage the full life cycle of finance and accounting engagements in Costa Mesa, California. This... ...technical expertise in finance, staff supervision, client relationship management, and business development. Candidates...TaxWork at office
- OPPORTUNITY The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time... ...will work closely with Private Wealth Advisors in a highly... ...direction of senior tax leadership Stay current on tax law...TaxFull timeWork at office
$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within... ...entertainers, and others with complex tax and financial structures.... ...Summary A Tax‑Experienced Manager, Private Client Services is... ..., time‑management, leadership, technical, business‑development...TaxWork at office$104k - $130k
...Insurance and Disability Plans, Pre-Tax Benefits, Fitness Reimbursement Program... ...Embrace Excellence The role of Private Client Relationship Manager (PCRM) is to deliver the PCRM agenda... ...clients as well as to provide white glove service when such clients want to learn more...Tax$132k - $190.1k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...with extraordinary clients spanning every... ...success! The Role Managers in our Private Client Services (... ...changes, wealth transfer techniques... ...organizational and leadership skills to enhance...TaxFull timeWork experience placementPrivate practiceH1bLocal areaWork visa- Beacon Hill is looking for an experienced Tax Manager in Irvine, California, to join a well-established financial services firm. This role will center on estate and trust taxation, requiring robust experience with fiduciary, gift, and estate tax filings. Key responsibilities...Tax
- A prominent accounting firm is seeking a Tax Senior to engage in tax compliance and consulting for high net-worth clients. This role includes managing and preparing various complex tax returns and providing mentoring to associates. The ideal candidate will have a Bachelor...Tax
$63.5k - $142k
...for career growth and leadership. Over our 80-year... ...delivering excellent service through innovation has... ...across our audit, tax, and consulting groups... ...challenges their clients face and a dedication... ...limited to Banking, Private Equity, Asset Management, Insurance, & Fintech...TaxFull timeSeasonal workLocal areaWorldwideHome office$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a... ..., but also your professional leadership and business acumen. The opportunity... ...thorough understanding of estate and wealth planning Experience researching...TaxHourly paySeasonal workRemote workFlexible hours$90k - $125k
BDO USA is seeking a Tax Manager in Costa Mesa, California to manage finance and accounting outsource engagements. This role entails... ...proposal development, staff management, and delivering client relationship services. Candidates should have a background in accounting or...TaxWork at office$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting... ...a fixed fee based on current scope for review by leadership Works with Senior Managers to learn to formulate recommendations...TaxWork at office$83.92k - $125.88k
The Wealth Relationship Manager SAFE Act is a seasoned professional... ...assumes informal/formal leadership role within teams.... ...and/or facilitating services to others in area of... ...needs of the client and offer solutions... .... Job Family Group Private Client Coverage Job...Full timeWork at office$150k - $230k
...entertainment and media, private equity and venture... ...Overview As a Sr. Private Client Manager, you will be part of a... ...allocation, savings, tax planning, retirement... ...Assesses client\'s source of wealth, growth of business,... ...primary bank Markets services by asking for...Tax$25 - $35 per hour
...entertainers through expert tax and business management services, while fostering... ..., personalized wealth management... ...support, helping our clients manage and streamline... ...the high-net worth private clients are accurate... ...Reimbursement Program, Leadership Development...TaxHourly payFull timeWork at office$175k - $245k
A top-tier accounting and consulting firm in California seeks a skilled Tax Manager to oversee engagement work papers and provide tax consultation. The ideal candidate will possess a Bachelor's Degree in Accounting and CPA certification, with over 7 years of public accounting...TaxFlexible hours$76k - $125.3k
...technically demanding tax planning and... ...wide range of clients and colleagues.... ...focusing on service delivery for our... ...professional leadership and business acumen... ...tax and asset management to deliver... ...hedge fund and Private equity K-1s Researching... ...of estate and wealth planning...TaxWork experience placementSummer holidayLocal areaFlexible hours- The Bahnsen Group is seeking a Tax Manager to join its growing Tax Services Department in Newport Beach, CA. This full-time role involves providing tax planning... ...to high-net-worth individuals and family office clients. Responsibilities include reviewing and filing tax...TaxFull timeWork at office
$150k
A leading financial services provider in Irvine, CA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services and demonstrated success in developing client...$193.79k - $329.43k
...Client Director - Water Business Together, we own... ...project responsibility Manage all aspects of an Engineering... ...Construction (EPC) service project including risk... ...experience with demonstrated leadership experience in the... ...program, AD&D insurance, pre-taxed accounts, voluntary...TaxFull timeContract workPart timeWork experience placementLocal areaRelocationVisa sponsorshipFlexible hours- ...internal controls. Executive CFO Leadership 10-20+ years of progressive... .... Demonstrated success managing enterprise-scale finance operations... ...including FP&A, accounting, tax, treasury, and investor... ...investors, analysts, and venture/private equity firms . Expertise in...Tax
- Introduction At Gallagher Benefit Services, you’re a trusted... ...decisions. We help clients build better workplaces... ...strategic relationship manager, guiding clients... ...collaborative team where your leadership skills and business... ...01(K) and Roth options Tax‑advantaged accounts (HSA...TaxFull timeLive outWork at officeLocal areaFlexible hours
$121.9k - $262.1k
...simplify complexity for Private Bank clients by challenging and collaborating... ...and achieve their wealth goals. Create steams of highly... ..., private banking, risk management, and trust services. Ensures delivery and... ...through personal actions and leadership influence to promote high...Full timeWork experience placementPrivate practiceWork at office$84k - $164k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...provide professional services through an... ...Responsibilities: Assist Managers and Partners in... ...and alongside private equity firms, strategic... ...Provide both leadership and supervision to...TaxLocal areaWorldwide$41.83 - $66.81 per hour
PORTFOLIO MANAGER I-Private Banking Commercial Real Estate... .../ private banking / wealth management clients is preferred. Candidate... ...schedules, and tax returns. On occasion... ...elevated level of client service and credit acumen to... ...Desire to build leadership and coaching skills,...TaxHourly payPermanent employmentWork at officeRemote work- The Asset Manager II (AM II) oversees a portfolio of high-risk and workout affordable housing... ...recommendations, and progress updates to leadership. Key responsibilities include conducting... ...in ensuring the delivery of appropriate tax credits, optimizing cash flow, and...TaxWork experience placementWork at office
$87k - $195k
...Excellence ®. Both our client service and culture are second... ...rapidly-growing M&A Tax Services practice, you... ...structuring engagements for private equity and corporate... ...with deal teams, management, investment bankers, legal... ...proposals and thought leadership Participate in...TaxFull timeLocal areaFlexible hours
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