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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Private Client Services Manager - Wealth & Tax Leadership in Costa Mesa, CA vacancy

Financial Services - Private Client Services - Tax Manager
$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...
Tax
Work experience placement
Summer holiday
Immediate start
Flexible hours
EY
Irvine, CA
7 days ago
Financial Services - Private Client Services - Tax Services Manager EDGE
$103.1k - $188.9k
...global financial services marketplace and... ...with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...providing dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...your professional leadership and business acumen...
Tax
Private practice
Summer holiday
Local area
Flexible hours
EY
Irvine, CA
7 days ago
Senior Tax Manager, Private Client Services
$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
2 days ago
Tax Manager - Private Client Services
$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
2 days ago
Tax Manager (Private Wealth Management)
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...
Tax
Full time
Work at office
The Bahnsen Group
Newport Beach, CA
3 days ago
Tax Experienced Manager, Private Client Services
$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
2 days ago
Tax Director - Private Client Services
$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...
Tax
Full time
Work experience placement
Private practice
H1b
Work at office
Local area
Work visa
Andersen
Costa Mesa, CA
4 days ago
Senior Private Equity Broker
$205k - $273k
...risk, workforce, wealth management and retirement challenges... ...The Senior Private Equity Broker is... ...also carries leadership responsibility for... ...accordance with NFP service standards.... ...achieve optimal client outcomes. Lead... ...Collaborate with legal, tax, and transaction...
Tax
National Financial Partners
Santa Ana, CA
2 days ago
Wealth & Private Banking Regional Manager
$150k - $230k
...entertainment and media, private equity and venture... ...As a Sr. Private Client Manager, you will be part of a... ...allocation, savings, tax planning, retirement planning... ...Assesses client's source of wealth, growth of business,... ...bank Markets services by asking for referrals...
Tax
East West Bank
Irvine, CA
1 day ago
Real Estate Tax Manager
$132k - $190.1k
...Boundless Horizons of Tax, Valuation, and Business... ...among professional services organizations. You'll... ...working with extraordinary clients spanning every... ...Role Real Estate Tax Managers possess a strong technical... ...allocations; Leadership and organizational skills...
Tax
Full time
Work experience placement
H1b
Local area
Work visa
Andersen Tax
Costa Mesa, CA
4 days ago
Tax Manager, Private Client Services/HNWI
$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast... ...to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future...
Tax
Full time
Local area
Remote work
Flexible hours
Aprio
Orange, CA
5 days ago
Tax Associate
...CPA firm is seeking a Full Time Tax Associate to join their team.... ...with the Owner, the Tax Manager and the Senior Tax Accountant,... ...both tax compliance and planning services to high net worth individuals... ...deadlines and commitments. Direct client contact to gather and review...
Tax
Full time
Financial Advocates INC
Santa Ana, CA
26 days ago
Private Wealth Tax Manager — High-Touch Planning
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...
Tax
Full time
Work at office
The Bahnsen Group
Newport Beach, CA
5 days ago
Tax Senior Manager - Private Company
$126.1k - $253k
...of professional services to the middle market... ..., empowering our clients and people to... ...like RSM. RSM's Private Company team is looking... ...for a dynamic Tax Senior Manager to join our... ...your success. Our leadership team and other professionals... ...planning, wealth transfer planning...
Tax
Work experience placement
Internship
Private practice
Local area
RSM US LLP
Irvine, CA
5 days ago
TAX DIRECTOR (HUNT LEADERSHIP SEARCH)
...Tax Director Opportunity Our client, a publicly-traded highly successful technology company, has... ...providing strategic insight to senior leadership. The Tax Director will manage relationships with external... ...with public company or private equity–backed tax reporting environments...
Tax
Local area
Work from home
HIKINEX
Orange, CA
4 days ago
CRM Marketing Manager
$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
2 days ago
Asset Manager II
...Job Description Overview: The Asset Manager II (AM II) oversees a portfolio of high-... ...recommendations, and progress updates to leadership. Key responsibilities include... ...in ensuring the delivery of appropriate tax credits, optimizing cash flow, and safeguarding...
Tax
WNC & Associates, Inc.
Irvine, CA
5 days ago
Portfolio Manager I - Private Banking Commercial Real Estate
$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,...
Tax
Hourly pay
Permanent employment
Work at office
Remote work
City National Bank
Irvine, CA
1 day ago
Business Tax Manager
$95k - $185k
...Business Tax Manager Withum is a place where talent thrives -... ...with You. Withum's Tax Services Group is made up of a brilliant... ...well as International and Private Client services. As a Tech Tax... ...team environment Strong leadership, training, and mentoring skills...
Tax
Work at office
Local area
Withum
Irvine, CA
7 days ago
Senior Family Wealth Strategist
$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...
Tax
Work at office
Remote work
Beacon Pointe Advisors
Newport Beach, CA
20 days ago
Hybrid Trust and Estate Tax Manager 150k-170k
...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
4 days ago
Senior Tax Associate - Private Client Services
$100k - $130k
...Boundless Horizons of Tax, Valuation, and... ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...Senior Associates in our Private Client Services practice, manage and support their... ...changes, wealth transfer techniques,...
Tax
Full time
Private practice
H1b
Local area
Work visa
Andersen
Costa Mesa, CA
2 days ago
ICP Tax Senior Manager
$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where... ...the Plus! Withum's Tax Services Group is made up of a brilliant... ...well as International and Private Client services This Senior... ...team environment ~ Strong leadership, training, and mentoring skills...
Tax
Work at office
Local area
Withum
Irvine, CA
7 days ago
Tax Manager - Indirect Tax - Property Tax
$105.1k - $192.6k
...better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the... ...deliverables, and participate in client working sessions.... ...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
Senior Tax Planner
...Description The Senior Tax Planner is responsible... ...with advisors and clients to deliver... ...candidate possesses strong leadership, deep technical tax expertise... ...Team Leadership and Management Manage and maintain... ...accuracy, and client service quality....
Tax
Work at office
Beacon Pointe Advisors
Newport Beach, CA
4 days ago
Client Director - Water Business
$193.79k - $329.43k
...Opportunity As the Client Director , you will... ...project responsibility Manage all aspects of an... ...Procurement Construction (EPC) service project including risk... ...with demonstrated leadership experience in the Southern... ..., AD&D insurance, pre-taxed accounts, voluntary legal...
Tax
Full time
Contract work
Part time
Work experience placement
Local area
Relocation
Visa sponsorship
Flexible hours
Black & Veatch
Irvine, CA
1 day ago
Accounting Manager/ Senior Property Accountant - HYBRID!
...experienced as an Accounting Manager or Controller, looking for an... ...and providing tenant customer service Following up on rent... ...Processing 1099's Paying property taxes online Communicating with... ...with owners Providing leadership and guidance on property performance...
Tax
TORP Group
Newport Beach, CA
10 days ago
AVP, Portfolio Relationship Manager, C & I
$75k - $112.5k
...providing banking and treasury management services to small, middle market, and... ...processing solutions to its clients and serves the Community... ..., long-term disability, pre-tax Health Savings Account with... ...annual mentorship program, leadership development resources, access...
Tax
Work experience placement
Work at office
Local area
Immediate start
Flexible hours
Banc of California
Santa Ana, CA
3 days ago
Tech & Emerging Growth Tax Senior Manager
$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent... ...with You. Withum's Tax Services Group is made up of a... ...well as International and Private Client services. As a Tech & Emerging... ...and communicate it to firm leadership. Ensure you are ever aware...
Tax
Work at office
Local area
Withum
Irvine, CA
4 days ago
Senior Tax Strategist
...highly experienced, client-facing Senior Tax Strategist to drive... ...significant experience managing complex taxation... ...strategies, and strong leadership skills to supervise... ...law into proactive, wealth growing financial plans... ...expanded advisory services within the existing...
Tax
Immediate start
Remote work
Tax Alchemy
Irvine, CA
14 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!