Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Services Manager - Wealth & Tax Leadership in Costa Mesa, CA vacancy
  • $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... 
    Tax
    Full time

    East West Bank

    Irvine, CA
    1 day ago
  • $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

    Costa Mesa, CA
    3 days ago
  • $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

    Andersen

    Costa Mesa, CA
    19 hours ago
  • $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... 
    Tax
    Full time
    Local area
    Flexible hours

    Carollo Engineers

    Costa Mesa, CA
    1 day ago
  • $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... 
    Tax
    Full time
    Local area

    Withum Smith+Brown

    Irvine, CA
    1 day ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Irvine, CA
    5 hours ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    1 day ago
  •  ...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... 
    Tax
    Full time

    BaRupOn LLC

    Irvine, CA
    more than 2 months ago
  •  ...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... 
    Tax
    Seasonal work
    Work at office
    Local area
    Remote work

    Wertz & Company, LLP

    Irvine, CA
    2 days ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Private practice
    H1b
    Work at office
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    5 hours ago
  • $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... 
    Tax
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    Irvine, CA
    5 hours ago
  • $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... 
    Tax
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Irvine, CA
    2 days ago
  • $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,... 
    Tax
    Local area
    Flexible hours

    Carollo Engineers

    Costa Mesa, CA
    2 days ago
  • $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... 
    Tax
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    BPM

    Irvine, CA
    2 days ago
  • $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... 
    Tax
    Private practice
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    1 day ago
  • $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... 
    Tax
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Flexible hours
    Shift work
    Afternoon shift

    Banfield

    Huntington Beach, CA
    5 days ago
  • $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... 
    Tax
    Local area
    Remote work

    Crawford Thomas Recruiting

    Irvine, CA
    5 hours ago
  • $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... 
    Tax
    Local area
    Worldwide

    Baker Tilly International

    Irvine, CA
    3 days ago
  • $25 - $30 per hour

     ...records of the high‑net worth private clients are accurate. They also assist the Account Manager in overseeing the finances of the...  ...information for year‑end tax packages for the tax team Provide...  ...Tuition Reimbursement Program, Leadership Development 50/50 Work Culture:... 
    Tax
    Hourly pay
    Part time
    2 days per week

    Edgewood Partners Insurance Center

    Newport Beach, CA
    3 days ago
  •  ...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:... 
    Tax
    Work at office
    Local area
    Work from home
    2 days per week
    3 days per week

    Levelociti

    Irvine, CA
    more than 2 months ago
  • $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,... 
    Tax
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    5 hours ago
  • $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... 
    Tax
    Work at office

    BDO USA

    Costa Mesa, CA
    3 days ago
  • 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

    Crowe

    Costa Mesa, CA
    19 hours ago
  • $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 time
    Work at office

    Citigroup

    Fountain Valley, CA
    1 day ago
  • $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... 
    Tax
    Full time
    Temporary work
    Interim role
    Work at office
    Flexible hours

    State Street Bank

    Irvine, CA
    2 days ago
  • $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... 
    Tax
    Work at office
    Immediate start
    Work from home
    Flexible hours

    Bancroft Staffing Partners

    Irvine, CA
    more than 2 months ago
  • $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... 
    Tax
    Work at office
    Local area
    Worldwide
    2 days per week
    3 days per week

    Deloitte

    Costa Mesa, CA
    1 day ago
  • $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... 
    Tax
    Local area

    Baker Tilly US

    Irvine, CA
    1 day ago
  • 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

    Mercer Advisors

    Newport Beach, CA
    19 hours ago
  •  ...Tilly International is seeking a Senior Manager for their M&A Tax practice in Irvine, California. The...  ...involves engagement management with clients, specifically financial due diligence...  ...transactions. Candidates must have strong leadership and project management skills to... 
    Tax

    Jobleads-US

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Services Manager - Wealth & Tax Leadership. Be the first to apply!