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 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Services Manager - Wealth & Tax Leadership in Costa Mesa, CA vacancy
  • $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
    4 days ago
  • $140k - $210k

     ...research organizations, and private companies across...  ...manufacturing, and beyond. These clients choose Carollo because...  ...with client management personnel. Responsible...  ...consultants performing services on projects. Active in...  ...insurance coverage, pre‑tax savings account options... 
    Tax
    Local area
    Flexible hours

    Carollo Engineers

    Costa Mesa, CA
    2 days ago
  • $132k - $190.1k

     ...Andersen Tax Unlock the Boundless...  ...among professional services organizations. You...  ...extraordinary clients spanning every industry...  ...! The Role Managers in our Private Client Services (...  ...changes, wealth transfer techniques...  ...organizational and leadership skills to enhance... 
    Tax
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    Costa Mesa, CA
    4 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...  ...issues Proven leadership and strong interpersonal... 
    Tax
    Full time
    Work experience placement
    Private practice
    H1b
    Work at office
    Local area
    Work visa

    Andersen

    Costa Mesa, CA
    5 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
  • $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
    4 days ago
  •  ...About the job Tax Director About...  ...to join our Private Client advisory practice,...  ...businesses. This leadership role provides strategic...  ...strategic tax advisory services, technical review, engagement management, and team...  ...gift tax planning, wealth transfer strategies... 
    Tax
    Private practice
    Local area

    Talnt LLC

    Irvine, CA
    1 day ago
  • $120k

     ...The Senior Property manager leads all aspects...  ...activities per client and/or company requirements...  ...; ensure that services are provided in...  ...financial instruments, tax laws, and...  ...skills required Leadership experience and skills...  ...one of the largest private real estate firms... 
    Tax
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Weekend work

    Lincoln Property Company

    Newport Beach, CA
    1 day ago
  • $205k - $273k

     ...Senior Private Equity Broker NFP, an Aon...  ...risk, workforce, wealth management and retirement...  ...role also carries leadership responsibility for...  ...accordance with NFP service standards....  ...achieve optimal client outcomes. Lead...  ...Collaborate with legal, tax, and transaction... 
    Tax

    AON

    Santa Ana, CA
    9 hours ago
  • $32 - $34 per hour

     ...Job Title: Property Manager Location: Irvine, CA 92612...  ...Assist and support resident service programs. Conduct Resident...  ...instruction, counseling, and leadership. Plan weekly/daily brief meetings...  ...site as a Resident Manager Tax-Credit experience required.... 
    Tax
    Hourly pay
    Full time
    For contractors
    Live in
    Work at office
    Local area

    WSH Management, Inc.

    Costa Mesa, CA
    5 days ago
  • Tax & Financial Group (TFG) in Newport Beach is seeking a...  ...Financial Advisor to build and manage long-term client relationships while...  ...of experience in financial services and relevant FINRA registrations...  ...today to connect with our leadership team. #J-18808-Ljbffr Tax... 
    Tax

    Tax & Financial Group

    Newport Beach, CA
    2 days ago
  • $62k - $72k

     ...Join Our Team as a Client Services Coordinator! At Tax & Financial Group(TFG), we have been dedicated to empowering clients toward long-term financial...  ...TFG? We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our... 
    Tax
    Full time
    Work at office
    Monday to Friday

    Tax & Financial Group

    Newport Beach, CA
    2 days 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
    1 day ago
  •  ...At Gallagher Benefit Services, you’re a trusted partner...  ...people decisions. We help clients build better workplaces...  ...strategic relationship manager, guiding clients...  ...collaborative team where your leadership skills and business...  ...) and Roth options ~ Tax-advantaged accounts (HSA... 
    Tax
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher Benefit Service

    Irvine, CA
    2 days ago
  •  ...experienced as an Accounting Manager or Controller, looking for an...  ...and providing tenant customer service Following up on rent payments...  ...1099's Paying property taxes online Communicating with external...  ...reviewing with owners Providing leadership and guidance on property... 
    Tax

    Energy Jobline ZR

    Newport Beach, CA
    9 hours ago
  • $115k - $140k

     ...Marketing Team CRM Marketing Manager Reports to the Vice...  ...travelers at more than 100 airports, private aviation terminals, and world-...  ...inclusion, and excellence of service, and we take a skills-first...  ...Food & Grocery, Fuel, Apparel Taxes, Travel, Electronics, Auto, Movie... 
    Tax
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Go Rentals

    Newport Beach, CA
    4 days ago
  • $30 per hour

     ...as a Senior Family Wealth Strategist. The...  ...-net-worth (UHNW) clients. Such a candidate...  ...education on estate, tax, philanthropic, and...  ...partnerships, private foundations, and charitable...  ...of client service. Guidance to advisory...  ...content, thought leadership, and educational materials... 
    Tax
    Work at office
    Remote work

    Beacon Pointe

    Newport Beach, CA
    3 days ago
  • Tax & Financial Group is seeking a Full-Time Client Services Coordinator located in Newport Beach. This role focuses on supporting business processes and enhancing...  ...include assisting financial advisors, managing communications, and ensuring compliance. The candidate... 
    Tax
    Full time
    Work at office

    Tax & Financial Group

    Newport Beach, CA
    4 days ago
  • $105.1k - $192.6k

     ...a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future...  ..., and participate in client working sessions. Identify...  ...opportunities for additional services, contribute to RFPs,...  ...Client‑facing delivery leadership, disciplined quality and... 
    Tax
    Summer holiday
    Local area
    Flexible hours

    EY

    Irvine, CA
    4 days ago
  • $113k - $149k

     ...experienced Government Property Manager to join our rapidly growing...  ...annual contribution toward your private health insurance for you and...  ...coaching. Additional work‑life services, such as legal and financial support...  ...401(k), Roth, and after‑tax (mega backdoor Roth) options.... 
    Tax
    Full time
    Contract work
    Work experience placement
    For subcontractor
    Relocation package

    anduril

    Costa Mesa, CA
    2 days ago
  • $25 - $35 per hour

     ...entertainers through expert tax and business management services, while fostering financial...  ..., personalized wealth management solutions and expert...  ...operational support, helping our clients manage and streamline all...  ...of the high-net worth private clients are accurate. They... 
    Tax
    Hourly pay
    Work at office

    EPIC Insurance Brokers & Consultants

    Newport Beach, CA
    4 days ago
  • $120k - $160k

     ...high‑impact role blends hands‑on financial management with strategic influence. You’ll join a...  ...operations while supporting executive leadership with timely financial insights Financial...  ...correctly map promos/fees. Controls, audit & tax: Design and monitor the control... 
    Tax
    Remote work

    GrabJobs

    Santa Ana, CA
    2 days ago
  • $124k - $335k

     .../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...in our Financial Services Tax practice, within Corporate...  ...to help our clients meet their tax obligations...  ...Professional; our global leadership development framework.... 
    Tax
    Full time
    H1b
    Local area
    Overseas

    PwC

    Irvine, CA
    5 days ago
  • $140k - $190k

     ...Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office... 
    Tax
    Live in
    Work at office

    The Agency Recruiting

    Newport Beach, CA
    3 days ago
  •  ...Description The Senior Tax Planner is responsible...  ...with advisors and clients to deliver comprehensive...  ...candidate possesses strong leadership, deep technical tax...  .... Team Leadership and Management Manage and maintain...  ...accuracy, and client service quality. Collaborate with... 
    Tax

    Beacon Pointe

    Newport Beach, CA
    3 days ago
  • $148.95k - $215.14k

     ...is to lead, develop and manage associate veterinarians...  ..., effective, patient/client centered, timely, efficient...  ...effective medical leadership to their hospital teams...  ...hospitals. Provide veterinary services. The amount of time...  ...by setting aside pre-tax money. It's a smart way... 
    Tax
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work

    Stryker

    Costa Mesa, CA
    3 days ago
  • $116.2k - $212.9k

     ...global financial services marketplace and...  ...with a range of clients from our most venerable...  ...Markets, Wealth and Asset Management, Insurance, and...  ...team! EY’s FSO tax practice...  ...of hedge fund, private equity fund and...  ...relationship with firm leadership Create a positive... 
    Tax
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    EY

    Irvine, CA
    2 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time...  ...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...  .... Enhancing your leadership style, you motivate, develop... 
    Tax
    Full time
    H1b

    PwC

    Irvine, CA
    3 days ago
  • A global professional services firm is seeking a Senior in Indirect Tax, based remotely. You will advise on indirect tax strategies, manage compliance processes for public and private clients, and help optimize tax recoveries. This role involves significant client interaction... 
    Tax
    Remote work
    Flexible hours

    Ernst & Young Oman

    Irvine, CA
    4 days ago
  •  ...Sales Closer Tax Relief Guardian Tax is hiring experienced...  ...assistance Evaluate each client's situation and identify their...  ...team activities Supportive leadership invested in your success Hands...  ...skills ~ Comfortable managing a high volume of inbound calls... 
    Tax
    Work at office

    Guardian Tax

    Irvine, CA
    3 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!