Tax Partner - Private Client Services
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Tax Partner – PCS / Private Client Services Level: Partner Practice: Private Client Services (PCS) / Tax A leading national CPA and advisory firm is looking to add an experienced Tax Partner to its growing Private Client Services practice. This is a senior leadership opportunity for an established tax professional with strong experience advising high-net-worth individuals, families, business owners and privately held companies on complex tax matters. The Role Lead and grow a portfolio of high-value private client relationships Advise HNW and UHNW individuals, families and business owners on complex tax planning and compliance Provide strategic guidance across individual, trust, estate, gift and closely held business tax matters Develop new business and expand existing client relationships Work closely with Partners across Tax, Advisory and other service lines Mentor and develop senior members of the tax team Play a key role in the continued growth and strategic direction of the PCS practice The Ideal Candidate CPA, JD and/or relevant advanced tax qualification Significant experience within a CPA, accounting or professional services firm Strong Private Client / HNW tax expertise Existing experience at Partner, Principal or senior leadership level, or a clear track record toward Partner Strong client relationship and business development capabilities Commercial mindset with an interest in building and growing a practice #taxpartner #cpa #leadership
- ...for a Director, Family Office Services for a growing multi-family office... ...on wealth preservation, tax and estate planning, cash-flow... ...entities and trusts, leading complex client projects, mentoring staff and... ...from family office services, private client advisory, trust...TaxPrivate clientWork at office
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys... ...supporting our Individual Tax Services - High Net Worth group, you will... ...specialists when needed.Build strong client relationships through clear,... ...high-net-worth individuals or private clients.Strong client...TaxPrivate clientWork at officeLocal area$225k - $365k
...Private Client Services Associate - Junior to Mid-Level (DC) Maryland Line, United States | Posted on 10/16/2026 Our Private Client Services... ...s on a wide variety of issues relating to estate planning, tax, real estate, family disputes, business organization, and...TaxPrivate clientWork experience placementWork at office- ...EY is seeking a seasoned tax professional to join our Financial Services Organization (FSO) EDGE Private practice in the United States. You will lead complex tax engagements for private clients and financial services institutions, delivering compliant tax statements,...TaxPrivate clientPrivate practiceFlexible hours
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...client relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...in Owings Mills is offering a Winter Internship Program in Private Client Services. As a PCS intern, you will learn to prepare financial statements... ...to the preparation procedures for federal and state income tax returns. We seek candidates pursuing accounting degrees who...TaxPrivate clientInternship
- ...procedures of federal and state income tax returns. We're looking for someone who... ..., and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private Client... ...4,500 employees and more than 450 partners across the world. We combine responsiveness...TaxPrivate clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
$90k - $120k
...Senior Client Service Associate Multi-Billion Independent Wealth Management Firm Ellicott City/Columbia area, MD (In-office) Overview Established... ...Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience...Private clientWork at officeRemote work- ...financial reporting, working closely with trust, estate, and tax-related matters. The focus is on accuracy, organization, and... ...finances. Responsibilities Support family office and private wealth clients with ongoing accounting and financial reporting Maintain and...TaxPrivate clientWork at office
$200k - $350k
...Tax Partner $200000 - $350000 per year | Towson, MD | On-Site | Permanent CPA Firm looking for Next Tax Partner A bit about... ...Lead and manage the tax department to deliver quality tax services to our clients. ~2. Develop and implement strategic tax planning for...TaxPermanent employmentWork at officeLocal area- ...Director, Family Office Services Responsibilities Serve as the lead... ...to wealth preservation, tax planning, estate planning, cash... ...investment structures. Lead complex client projects, including business... ...in family office services, private client advisory, wealth management...TaxPrivate clientWork at office
- ...A growing, full-service law firm is seeking a Corporate & Partnerships Tax Attorney to join its transactional practice. This role focuses on advising clients on the tax implications of business formations... ...corporate, real estate, and private client attorneys to structure...TaxPrivate clientLocal area
$90k - $130k
...agreements with consultants. Engage with clients to ascertain functional and specific... ...schedules, fees, costs, and additional services. Collaborate in the preparation of project... ...Jobot, and/or its agents and contracted partners. Frequency varies for text messages....TaxContract workFor contractorsFor subcontractorLocal areaFlexible hours- ...Officer to join our Outsourced Services practice working closely... ..., focused on real estate private equity fund clients. This is a senior, client-facing... ...fund sponsors and general partners on capital strategy, fund... ....Lead annual audit and tax processes, coordinating with...TaxPrivate clientFull time
$150k - $180k
...a spot for you! We serve clients of all sizes across the United... ...globe, with a suite of services that grow every year. Our... ...with attorneys, law firms, private clients, referral sources,... ...capabilities. Collaborate with Partners and leadership across Tax, Advisory, Wealth, and...TaxPrivate clientWork at office- ...Jobot is seeking a Tax Partner in Towson, MD to lead the tax department and drive strategic planning for a mid-size CPA firm. This on-site... ...to shape tax strategy, oversee complex returns, and grow the client base. You will manage a team of tax professionals, coordinate...TaxPermanent employment
- Greenspring is seeking an entry-level Private Wealth Financial Planner to support its Private Client Group. You will spend time in meetings observing, handling workloads with client service and planning specialists, and learning to communicate financial planning principles...Private clientWork from home
$110k - $135k
...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional...TaxPrivate clientFull time$120k - $160k
...team has been engaged by a top accounting, tax, and advisory firm to find a high quality... ...significant local and regional business clients as well as high profile VIP personal... ...tax and business advisory needs, client services, and financial planning from a tax perspective...TaxSummer workLocal areaFlexible hours$22 per hour
...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional...TaxPrivate clientFull timeInternship$90k - $140k
...delivering innovative solutions for public and private sector clients across the United States. Our... ...Spending Account (FSA) programs with valuable tax advantages. Company-provided life... ..., and/or its agents and contracted partners. Frequency varies for text messages. Message...TaxPrivate clientTemporary workLocal areaFlexible hours- ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientPermanent employmentLocal areaNight shift
- ...PNC Financial Services Group, Inc. in Baltimore, MD is seeking a Senior Client Manager for the Private Bank to lead highly complex client relationships, coordinate with Relationship Strategists and Functional Advisors, and manage the client lifecycle from prospecting...Private client
$22 per hour
...we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional...TaxPrivate clientFull timePart timeInternship- ...numberswe work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and...TaxPrivate clientFull timePart timeInternship
$64.7k - $120.4k
...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wagePermanent employmentLocal areaFlexible hoursNight shift$147k - $260.7k
...leading provider of professional services to the middle market globally,... ...of change, empowering our clients and people to realize their full... ...& Development Business Partner Director serves as the senior... ...preferred. Knowledge of Assurance, Tax, Consulting, or Firm Client Service...TaxFull timeWork experience placementInternshipLocal areaImmediate startFlexible hours$60k - $70k
...lasting impact on the lives of our clients through the camaraderie of... ...goal with your peers The Private Wealth Financial Planner is an... ...delegating workload to client service and financial planning specialists... ...flow, insurance coverage, tax status, and financial objectives...TaxPrivate clientFull timeTemporary workWork at officeWork from homeRelocationFlexible hours$33.28k - $88k
...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional... ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...Private clientTemporary workWork at officeLocal area- ...trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...infrastructure investment worldwide, our services are in great demand. We invite you to... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientDaily paidTemporary workWork at officeLocal areaRemote workWorldwideFlexible hours
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