Private Client Tax Manager — High-Net-Worth Specialist
BDO USA, LLP
BDO USA, LLP is seeking a Tax Manager in Private Client Services in California to lead tax compliance and consulting for high net-worth clients. You will manage engagements, work with clients and advisors, review returns, and supervise staff while developing business relationships and contributing to the firm. Requires a CPA or equivalent, 5+ years in public accounting or private client services, and proficiency with tax software. #J-18808-Ljbffr BDO USA, LLP
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Tax Manager — High-Net-Worth Specialist in San Diego, CA vacancy
- EisnerAmper LLP seeks a Tax Senior Manager to join the Private Client Services team, overseeing multiple client engagements and leading a team of tax... ...staff, provide tax planning and compliance for ultra-high-net-worth individuals, and serve as primary reviewer of complex...Private clientHigh net worthFlexible hours
$120k - $200k
EisnerAmper is looking for a Tax Senior Manager in La Jolla, California, who will lead tax planning and compliance for high-net-worth individuals. Candidates should have over 10 years of progressive tax experience and strong business development skills. This position allows...Private clientHigh net worth- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership... ...managing tax and consulting engagements for high net-worth clients, reviewing tax returns, and supervising project...Private clientHigh net worth
- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple client engagements... .... Oversee tax planning and compliance for ultra‑high net‑worth individuals and families, with emphasis on clients...Private clientHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
EisnerAmper
San Diego, CA2 days ago - ...individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...how to set up businesses, manage estates and trusts, and... ...for businesses and high‑income individuals. Experience... ...keep client information private in a busy, client‑focused...Private clientHigh net worth
$132k - $190.1k
Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee... ...multiple engagement teams, ensuring high-quality service for sophisticated... ...managing client communications, conducting tax return reviews, and mentoring junior...Private clientPrivate practice$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their families... ...of BDO Involves firm specialists and other business lines...Private clientHigh net worthPrivate practiceWork at office$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique... ...our firm. We serve high net‑worth individuals, families... ...others with complex tax and financial... ...Summary A Tax‑Experienced Manager, Private Client Services... ...BDO. Involves firm specialists and other business lines...Private clientHigh net worthWork at office- ...need to succeed and the autonomy to reach your goals. Tax Manager - Private Client Services (PCS) Practice EisnerAmper is seeking a Tax Manager... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique... ...within our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their... ...of BDO Involves firm specialists and other business lines...Private clientHigh net worthPrivate practiceWork at office- ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...and compliance functions for ultra-high net worth individuals and their families, with...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$162k - $190k
...Private Client Services At Bdo Private Client Services... ...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their families... ...with complicated tax and financial structures... .... A Tax Senior Manager, Private Client Services...Private clientHigh net worthPrivate practiceWork at office- EisnerAmper seeks a Tax Partner in San Diego, focusing on high net worth individuals and family offices. This senior role requires leadership in... ...compliance and advisory services, emphasizing client relationship management and business development. You'll be part of a...Private clientHigh net worth
- ...High-Performing Tax Manager Are you ready to take your tax expertise to the next level with a dynamic, client-focused team? We're seeking a high-performing Tax Manager who thrives in... ...partnerships, corporations, and high-net-worth individuals. Be a Trusted Advisor...High net worthLocal area
Hatch Global Search
San Diego, CA2 days ago - City National Bank is seeking a Private Banker in San Diego, California, to develop and manage relationships with high-net-worth clients. The role involves delivering integrated financial services advice and ensuring client satisfaction through exceptional communication...Private clientHigh net worth
- Columbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading a team-based service model to... ...internal partners, and provide education on wealth management strategies while staying compliant with bank...Private clientHigh net worth
$140k - $175k
...Senior Tax Manager $140,000 - $175,000 San Diego, CA Hybrid schedule... ...-established firm supporting clients in a number of different industries... ...challenges, and to providing high quality, innovative solutions... ...Experience working with high net worth clients and providing them...High net worthLocal areaFlexible hoursJobot
San Diego, CA20 hours ago$72k - $77k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management... ...investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put... ...is supported by a team of specialists aligned with a shared sense of...Private clientHigh net worthFlexible hoursAllianceBernstein
San Diego, CA4 days ago$109.2k - $202.8k
...a Banking Advisor III based in San Diego, California. In this role, you will provide guidance on banking solutions to high‑net‑worth clients and manage a book of business. The ideal candidate will have over five years of experience and a Bachelor's degree. This full-time...Private clientHigh net worthFull time- ...most importantly, the flexibility to manage your personal and professional life... ...matters most to you!We are seeking a Tax Staff in our Private Client Services (PCS) Department at our San... ..., trust returns (more complex and high net worth tax returns) and S-Corps and PartnershipsOrganizing...Private clientHigh net worth
$95k - $135k
...the Plus! Withum’s Tax Services Group is made... ...team of tax specialists that work to ensure tax... ...as International and Private Client services. This Tax... ...returns Preparing high net worth individual returns... ...relationships Ability to manage multiple engagements...Private clientHigh net worthWork at officeLocal area- ...As a Client Advisor at BVLGARI, you will deliver a... ...boutique goals. Drive high‑end sales by curating... .... Client Relationship Management Build and maintain long... ...BVLGARI brand ambassador at private client events, in‑... ...in engaging high‑net‑worth clients and executing...Private clientHigh net worth
BVLGARI
San Diego, CA3 days ago $132k - $190.1k
...Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range... ...and secondary review of complex tax returns – including federal and state... ...to work successfully in a fast-paced, high-pressure environment. Proficient use of...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visaAndersen
San Diego, CA1 day ago- EisnerAmper in San Diego is seeking a Tax Manager for their Private Client Services practice. The ideal candidate will oversee client engagements, review tax returns, and manage staff in a hybrid work setting. We value innovation and provide an environment conducive to...Private clientPrivate practice
- EisnerAmper LLP is seeking a Tax Manager in San Diego to oversee client engagements and manage tax compliance efforts. The successful candidate will help mentor staff and must possess strong knowledge of tax law. Responsibilities include reviewing tax returns, developing...Private client
- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re... ...firm serves a diverse portfolio of clients across industries and is looking for... ...corporations, partnerships, and high-net-worth individuals Provide strategic tax planning...High net worthFull timeRemote workFlexible hours
- KPMG LLP in California is seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice. You will work... ...multi-state tax compliance for hedge funds, real estate, and private equity clients, and lead a team of staff on engagements. The role...Private clientLocal area
$125k - $185k
...Client Accounting Manager At EisnerAmper, we look for individuals who welcome... ...directly with business owners and high-net-worth individuals to manage and... ...statements (GAAP or tax basis) and communicate results... ...or local law. About Our Private Client Services (PCS) Team:...Private clientHigh net worthContract workTemporary workLocal area- ...the largest real estate private equity fund... ...environment and providing clients with exceptional services... ...have the flexibility to manage your days in support of... ...accounting and tax planning to outsourced... ...companies, as well as high net worth individuals, family offices...Private clientHigh net worthLocal area
EisnerAmper
La Jolla, CA3 days ago $52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...information about their risk management needs and financial loss tolerance, then... ...personal lines insurance experience with high net worth clientele ~ Property & Casualty (P&C...Private clientHigh net worthMinimum wageLocal areaNight shiftMarsh & McLennan
San Diego, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Manager — High-Net-Worth Specialist. Be the first to apply!
Related searches
- senior client services manager San Diego, CA
- client service manager San Diego, CA
- member engagement manager San Diego, CA
- client executive San Diego, CA
- senior engagement manager San Diego, CA
- client solutions executive San Diego, CA
- customer engagement manager San Diego, CA
- client services supervisor San Diego, CA
- client experience manager San Diego, CA
- client services coordinator San Diego, CA