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
$150k - $230k
...entertainment and media, private equity and venture... ...OverviewAs 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 bankMarkets services by asking for...TaxFull time$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$220k - $300k
...Costa Mesa, California, seeks a Tax Director to oversee tax compliance and manage client relationships. This role entails... ...ensuring high standards of client service. The ideal candidate will have... ...advanced credentials, and strong leadership skills. A competitive salary...Tax$140k - $210k
...research organizations, and private companies across... ...manufacturing, and beyond. These clients choose Carollo because... ...with client management personnelResponsible for... ...consultants performing services on projectsActive in professional... ...coverage, pre-tax savings account options...TaxFull timeLocal areaFlexible hours$95k - $160k
...Description:Withum’s Tax Services Group is made up of a... ...as International and Private Client services. This Founders... ...that optimize wealth preservation, charitable... ...as a trusted advisor, managing client relationships... ...partners and senior leadership on client engagements...TaxFull timeLocal area$126.1k - $253k
...of professional services to the middle market... ..., empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Senior Manager to join our expanding... ...success. Our leadership team and other professionals... ...planning, wealth transfer planning...TaxFull timeWork experience placementInternshipPrivate practiceLocal area- ...internal controls. Executive CFO Leadership ~10–20+ years of... .... ~ Demonstrated success managing enterprise-scale finance operations... ...including FP&A, accounting, tax, treasury, and investor relations... ..., analysts, and venture/private equity firms . Expertise...TaxFull time
$132k - $190.1k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations.... ...extraordinary clients spanning every... ...in our Private Client Services... ...Trusts and Estates.Managers can expect to:Maintain... ...changes, wealth transfer techniques... ...and leadership skills to enhance...TaxFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Tax Manager Ready to take the next step in your... ...method focuses on our clients' total financial picture... ..., you will lead our private client tax services, managing complex... ...clients' complete wealth-transfer, business,... ...toward partner-level leadership. Benefits...TaxSeasonal workWork at officeLocal areaRemote work
$220k - $300k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations.... ...extraordinary clients spanning every... ...member of the Private Client Services... ...clients to manage expectations, ensure... ...changes, wealth transfer techniques... ...tax issuesProven leadership and strong...TaxFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$150k - $200k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...well as International and Private Client services. As aFounders & Tech... ...clients and diverse industries Managing multiple engagements... ...based team environment Strong leadership, training, and mentoring skills...TaxFull timeWork at officeLocal area$95.4k - $180.4k
...of professional services to the middle... ...empowering our clients and people to realize... ...along their wealth journey and... ...education, risk management, privacy/data security... ...to strategic tax planning,... ...taxationProvide leadership, training and career... ...with private client or business...TaxFull timeWork experience placementInternshipWork at officeLocal area$140k - $210k
...Client Service ManagerCarollo Engineers is an internationally recognized environmental engineering... .... We are seeking a Client Service Manager to support our vision of becoming the best... ...comprehensive health insurance coverage, pre-tax savings account options for healthcare,...TaxLocal areaFlexible hours$180k - $220k
...City, CA / Irvine, CATax - Private Client Services (PCS) /Full-time /HybridBPM... ...that lead to innovation. As a Tax Director within PCS, you... ...trust taxation. The director manages client relationships,... ...providing them with counseling, leadership and career guidance.Manage...TaxFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$100.35k - $205k
...compliance and consulting services to individual clients and their trusts,... ...to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private Wealth... ...new skills, take on leadership opportunities and connect...TaxPrivate practiceWork at officeLocal area$16.93 - $21.63 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives... ...future appointments. Manage the finances by maintaining accurate... ...Competencies Leadership Customer Focus Peer Relationships... ...expenses by setting aside pre-tax money. It's a smart way to manage...TaxHourly payMinimum wageFull timeTemporary workFlexible hoursShift workAfternoon shift$120k - $130k
Tax ManagerLocation: Fully Remote - must work... ...next step in your tax leadership career?Our client is a boutique tax strategy... ...and build long-term wealth. Their collaborative... ...exceptional client service have made them a... ...function. • Review and manage complex federal, state...TaxLocal areaRemote work$25 - $30 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 Development50/50...TaxHourly payPart timeWork at office2 days per week$179.85k - $340.97k
## Senior Manager, M&A TaxApplylocations: USA... ...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...provide professional services through an... ...industries* Work alongside private equity firms, strategic... ...* Provide both leadership and supervision to...TaxLocal areaWorldwide- ...Description Hybrid Trust and Estate Tax Manager - Fiduciary Tax Orange... ...work-life balance. Our 92% client satisfaction score reflects... ...estate and gift tax matters and wealth transfer strategies... ...communication skills ~ Demonstrated leadership capabilities Preferred:...TaxWork at officeLocal areaWork from home2 days per week3 days per week
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on... ...ability to interact with clients on their personal tax matters... ...If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a... ....Partner with engagement leadership on scope/change control,...TaxWork at officeLocal area$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- Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients. This role requires a CPA or JD and at least 5 years of... ...multiple projects while exhibiting strong leadership and client relationship skills. Crowe...Tax
$83.92k - $125.88k
...20.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional... ...assumes informal/formal leadership role within teams. Involved... ...counsel and/or facilitating services to others in area of specialization...Full timeWork at office$170k - $252.5k
...seeking an experienced Client Solution Lead to... ..., Global Asset Manager. This individual will... ...disciplined leadership, sound judgment, and... ...Reconciliations, Cash Services and Corporate... ...your needs. And our wealth of development programs... ...for certain tax advantaged savings...TaxFull timeTemporary workInterim roleWork at officeFlexible hours$130k - $200k
...Description Job Description Tax Manager / Senior Tax Manager –... ...sophisticated tax, advisory, and wealth-planning solutions to high-net... ...excellence, long-standing client partnerships, and a collaborative... ...and provide the resources, leadership access, and autonomy needed to...TaxWork at officeImmediate startWork from homeFlexible hours$100.35k - $205k
...and creative federal tax professional who... ...estate industry to serve clients? If you answered yes... ...’s Real Estate Services Tax practice as a Tax Manager. What You’ll Do Deloitte... ...Trusts, Real Estate Private Equity Funds, and... ...support system from firm leadership to ensure you are...TaxWork at officeLocal areaWorldwide2 days per week3 days per week- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven... ...business development and client service efforts under leadership from Managing Directors. You will serve as... ...senior leaders on investments, tax, and estate planning. The role...Tax
$179.85k - $340.97k
...help them ease their tax burden and... ...Responsibilities Engage with clients and routinely work... ...Collaborate with private equity firms,... ...sourcing and managing client relationships... ...members. Coordinate services with other... ...activities. Provide leadership and supervision to...TaxLocal area$124k - $335k
...career in our Financial Services Tax practice, within... ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their... ...Professional; our global leadership development framework.... ...part of the Asset and Wealth Management team you are...TaxH1bLocal areaOverseas
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