Hybrid Client Accounting Manager for HNW Clients
Dormont Manufacturing Co
EisnerAmper in La Jolla, CA is seeking a Client Accounting Manager to oversee outsourced accounting engagements for high net worth individuals and their businesses. The role involves bookkeeping, GL close, and leading the Outsourced Accounting team with a focus on GAAP and tax basis reporting. Travel to local La Jolla area clients is required; you will train staff, build client relationships, and support on-site accounting consulting. #J-18808-Ljbffr Dormont Manufacturing Co
- EisnerAmper LLP in San Diego seeks a skilled Client Accountant with a Bachelor's degree in Accounting and 4+ years of experience. You will engage... ...skilled in QuickBooks and accounting consulting. A hybrid working model is offered, with mandatory travel to local clients...High net worthLocal area
- ...your goals. EisnerAmper is seeking a Client Accounting Manager to join our team. We are looking for a... ...This position at EisnerAmper follows a hybrid working model and has offices... ...Accounting for High Net Worth Individuals (HNW) and their businesses, nonprofits, and...High net worthContract workTemporary workWork at officeLocal area
- ...autonomy to reach your goals. What the Job Involves Client Accounting and Outsourced Accounting for High Net Worth Individuals (HNW) and their businesses, nonprofits, and... ...****@*****.***. The position follows a hybrid working model with offices in LaJolla,...High net worthContract workWork at officeLocal area
- EisnerAmper LLP seeks a Tax Senior Manager to join the Private Client Services team, overseeing multiple client engagements and leading a team of tax... ..., client relationships, and professional growth within a hybrid work model across flexible offices. You will supervise staff...High net worthFlexible hours
$125k - $185k
...Client Accounting Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact... ...please email: ****@*****.*** #LI-Hybrid #LI-MA1 Preferred Location: La Jolla EisnerAmper LLPHigh net worthContract workTemporary workLocal area$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... ...and strong business development skills. This position allows for hybrid working and offers a competitive salary range of $120,000 to $2...High net worth- EisnerAmper in San Diego is seeking a Tax Manager for their Private Client Services practice. The ideal... ...tax returns, and manage staff in a hybrid work setting. We value innovation and... ...This role requires a Bachelor's in Accounting and CPA or IRS Enrolled Agent Certification...Private practice
- ...leading emotional intelligence training provider is seeking an experienced Account Manager in San Diego to manage client relations, drive revenue growth, and support a team-focused environment. This hybrid role requires strong communication skills and a proactive approach to...
$200k - $225k
...consulting firm, partnering with clients to solve the world’s most... ...innovators, program and construction managers and other professionals... ...to be a NAVY/NAVFAC Client Account Manager for AECOM DCS. This position... ...OH Work Location Model: Hybrid Operating Group: Americas...Full timeContract workWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours- A leading marketing agency in San Diego seeks a Client Success Manager to ensure client satisfaction and drive marketing strategies. Ideal candidates... ..., and foster client relationships. This role offers a hybrid work environment and opportunities for professional growth....
$109.2k - $202.8k
...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 role...High net worthFull time$80k - $110k
...Employee Benefits Client Manager - Hybrid - San Diego, CA A stellar insurance agency has been experiencing major growth and would love to... ...clients and prospects What We Need From You ~5+ years of Account Management experience servicing midsize groups ~ Bachelor...- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role... ...the team. The position offers a hybrid work model with flexible office locations... ...on tax laws, regulations, and accounting standards, and apply new knowledge to...High net worthPrivate practiceWork at officeLocal areaFlexible hours
$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...important information about their risk management needs and financial loss tolerance, then... ...development opportunities Hybrid work Charitable contribution match programs...High net worthMinimum wageLocal areaNight shift$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...important information about their risk management needs and financial loss tolerance, then... ...development opportunities Hybrid work Charitable contribution match programs...High net worthMinimum wageLocal areaNight shift- ...the autonomy to reach your goals. Tax Manager - Private Client Services (PCS) Practice EisnerAmper... ...office location, as EisnerAmper follows a hybrid working model and has offices... ...one of the largest and fastest growing accounting and advisory firms in the industry You...High net worthTemporary workPrivate practiceWork at officeLocal area
$325k - $425k
...Tax Partner for our Private Client Services (PCS) practice, focused... ...largest and fastest growing accounting and advisory firms in the... ...will have the flexibility to manage your days in support of our commitment... ...in a fulfilling way. A hybrid between a general tax...High net worthPrivate practiceLocal area- ...Tax Senior Manager At EisnerAmper, we look for individuals who... ...Manager to join the Private Client Services (PCS) practice. We are... ...location, as EisnerAmper follows a hybrid working model and has offices... ...largest and fastest growing accounting and advisory firms in the...High net worthTemporary workPrivate practiceWork at officeLocal area
- ...Private Wealth Advisor in San Diego to identify and deepen client relationships utilizing a holistic approach to... ...High Net Worth clients and possess strong relationship management and problem-solving skills. A hybrid work model is offered, promoting flexibility. #J-1880...High net worth
$185k - $215k
...S. Bank in San Diego seeks a seasoned financial expert to manage high net worth client relationships. You will lead a team focused on client needs... ...experience and NMLS registration. The offer includes a hybrid work schedule with competitive salaries ranging from $185,...High net worth- ...dynamic SaaS company is seeking an Account Executive / Customer Success Manager to drive customer success and retention... ...involves managing a portfolio of clients and ensuring they achieve their... ...management. The position supports a hybrid work environment, providing flexibility...
- ...individuals and family offices. This senior role requires leadership in tax compliance and advisory services, emphasizing client relationship management and business development. You'll be part of a renowned firm recognized for its culture of innovation, offering...High net worth
- 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... ...firm. Requires a CPA or equivalent, 5+ years in public accounting or private client services, and proficiency with tax software...High net worth
$132.5k - $205k
..., CA. The role focuses on building long-term relationships with High-Net-Worth individuals and managing their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth management specialists. Candidates...High net worthFull time- Columbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading... ...collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations....High net worth
$90k - $120k
HUB International is seeking an Account Manager II for their San Diego location. This role involves... ...and insurance solutions, ensuring clients receive exceptional service through effective... ...skills, and relevant licensure. A hybrid working model is offered along with...- 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...High 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 skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...High net worth
$75k - $110k
SDI Staffing in San Diego, CA, seeks a Commercial Lines Insurance Account Manager to manage a portfolio of commercial clients in a hybrid or remote setup with occasional travel. $75,000-$110,000 per year, depending on experience, and CA Property/Casualty license required...Remote workMonday to Friday- ...emotional intelligence training is seeking an Account Manager based in San Diego. The role focuses on managing client accounts, ensuring satisfaction and driving growth... ...and proficiency in CRM systems. This is a hybrid position offering competitive benefits including...
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