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
- ...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...TaxPrivate practiceLocal area
$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- ..., with just 100+ client families and $1 billion under management, to provide customized... ...management services. The firm utilizes... ...Office is seeking a Wealth Advisor to join... ...was built in private equity, tax, banking, accounting... ...advisors and the firm's leadership team. #J-18808-...TaxWork at office
$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- ...years of progressive finance leadership, including significant experience... ....Demonstrated success managing enterprise-scale finance operations... ...including FP&A, accounting, tax, treasury, and investor... ...investors, analysts, and venture/private equity firms.Expertise in equity...Tax
$128k - $252.5k
...team helps guide clients through their most... ...support and advisory services, covering areas... ...with corporate and private equity clients, this... ...Managers and engagement teams... ...compliance, treasury, and tax coordination3+ years... ...new skills, take on leadership opportunities and...TaxLocal area$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- El Pollo Loco is seeking a Senior Manager of Accounting to provide leadership over general accounting, fixed assets, project accounting, and property accounting... ...-unit experience, and strong collaboration with external auditors and tax advisors. #J-18808-Ljbffr El Pollo LocoTax
$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$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$105k - $117k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...professional experience as well as their communication, time management, leadership, technical, business development, and people skills to...TaxPrivate practiceWork at office$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$171.6k - $338.3k
...team helps guide clients through their... ...support and advisory services, covering areas... ...buyers and private equity... ...to this Senior Manager role today! Recruiting... ..., and tax risks associated... ...include asset, wealth, and investment... ...skills, take on leadership opportunities and...TaxLocal areaVisa sponsorship$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:...TaxHourly payPart time2 days per week$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$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$120k - $170k
...Portfolio ManagerThe Portfolio Manager is responsible for... ...for a dedicated client segment within a large,... ...portfolio management with leadership responsibilities, guiding... ...advisors, client service teams, and senior leadership... ...monitoring, rebalancing, and tax-loss...TaxLocal 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$179.85k - $340.97k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...professional services through an alternative... ...Engagement management with clients includes... ...industries Work alongside private equity firms,... ...activities Provide both leadership and supervision to...TaxLocal areaWorldwide- 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
$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... ...level of client service and credit acumen to... ...Desire to build leadership and coaching skills,...TaxHourly payPermanent employmentWork at office$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$100k - $125k
...retail leader to manage our new store at South... ...requiring strong leadership presence,... ...a highly curated client journey. You will... ...Sales Advisors, a Private Client Advisor, Stock... ...accountability, exceptional service, and long-term... ...year USD before tax and will be set...TaxFull timeFlexible hoursAfternoon shift
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