Private Client Tax Manager Wealth Strategy Leader

Andersen

Andersen in San Diego, CA seeks an experienced Manager for its Private Client Services (PCS) practice. You will oversee multiple engagement teams, guide tax planning, and mentor junior staff while delivering thoughtful, compliant client service to high-net-worth families and family offices.

The role emphasizes leadership, project management, and deep technical tax knowledge, with formal PCS and on-the-job training and opportunities for client development across the firm’s broad advisory platform.

#J-18808-Ljbffr

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Private Client Tax Manager Wealth Strategy Leader in San Diego, CA vacancy

Tax Senior Manager - IM Private Wealth
$141.15k - $288.38k
...largest growth area in the tax industry? Do you have... ...? If you’re a senior leader who wants to develop and... ...and serve our largest clients, we have an exciting opportunity... ...you as a Tax Senior Manager on our growing team!... ...including hedge funds, private equity, investment...
Suggested
Work at office
Local area
Deloitte
San Diego, CA
6 days ago
Sr Tax Manager, High Net Worth & Retail - Public Accounting
...wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning strategies. Check and approve... ...as how to set up businesses, manage estates and trusts, and find... ...and keep client information private in a busy, client‑focused environment...
Private client
77 consultants
San Diego, CA
2 days ago
Tax Manager, Private Client Services
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is... ...you’ll find meaningful work, leaders invested in your success, and...
Private client
Private practice
Work at office
BDO International
San Diego, CA
8 days ago
Tax Senior Manager - Private Client Services
...bottom - we give you the tools you need to succeed and the 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 individual with the capacity to efficiently oversee...
Private client
Full time
Temporary work
Private practice
Work at office
Local area
Remote work
EisnerAmper
La Jolla, CA
7 days ago
Tax Manager - Private Client Services
...Tax ManagerAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...
Private client
Temporary work
Private practice
Work at office
Local area
EisnerAmper
San Diego, CA
3 days ago
Trust & Estate Tax Manager Private Wealth Advisor
...Baker Tilly Advisory Group, LP in Southern California seeks a Tax Manager in Private Wealth specializing in Trust and Estate for our SoCal region. You... ...advisory services to individuals and small business clients while coaching staff and partnering with firm leadership to...
Baker Tilly Advisory Group, LP
San Diego, CA
4 days ago
Tax Senior Manager/Director Nonprofit & Compliance Leader
...Weaver is seeking a Tax Senior Manager or Director to join our growing firm in California. The role partners with firm leadership and drives... ...accounting experience, capable of expanding services to clients and attracting new business in a collaborative environment....
Weaver
San Diego, CA
4 days ago
Industrial & Consumer Products Tax Senior Manager
$135k - $250k
...up of a brilliant team of tax specialists that work to... ...help develop economical tax strategies anywhere. Their services... ...as International and Private Client services This Senior Manager role will be based out of... ...-known CPAs and industry leaders. In this position, you have...
Private client
Work at office
Local area
Withum
San Diego, CA
3 days ago
Tax Manager
Job Title: Tax ManagerLocation: Remote or Hybrid to Brea, CA or... ...years. Hiring for hybrid Tax Manager or Senior Tax Manager role that... ...on strategic planning with our clients, as well as the compliance side... ...years in Public Accounting/OR Wealth Management -At least 2+ years...
Work at office
Remote work
Flexible hours
CyberCoders
San Diego, CA
7 days ago
Tax Manager HNW - Levelociti
$140k - $190k
...Hybrid Tax Manager or Sr. Tax Manager RoleLocation: Hybrid (must be able to be in office 2 times per week)Salary: $140k-$190k+ on base... ...strong relationships, and delivering high-quality service to our clients.Our firm is focused on working with a mix of clients including...
Summer work
Work at office
Local area
Immediate start
Remote work
Levelociti
San Diego, CA
3 days ago
Tax Controversy Manager - National Tax Office (JD Required)
$120k - $160k
...reach your goals. What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest... ...only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both...
Full time
Work at office
Local area
EisnerAmper
La Jolla, CA
6 days ago
Senior Tax Manager - State and Local Tax (SALT) - Hybrid
$150k - $250k
...the autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in a growing environment and provides clients with exceptional services. What it Means to Work for EisnerAmper:...
Local area
EisnerAmper
San Diego, CA
4 days ago
Senior Private Client Advisor
...America in the United States is seeking a senior Private Bank leader to acquire new clients, deepen relationships, and coordinate across... ...role emphasizes retention, advisory across wealth, credit, banking, and asset management, with a focus on high-net-worth clients;...
Private client
Bank of America
San Diego, CA
2 days ago
High Net-Worth Wealth Advisor (San Diego)
...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission... ...Expansion | Global Wealth Management Advisor Talent Focus... ...its growing High Net-Worth Private Client practice in San... ...providing bespoke financial strategies to affluent individuals...
Private client
Full time
Private practice
Work at office
Immediate start
Talent Focus Executive Search and Consulting
San Diego, CA
4 days ago
Tax Manager - National Tax Office (JD Required)
$130k - $200k
...industry You will have the flexibility to manage your days in support of our commitment to... ...seeking a Manager to join our National Tax Office. We are seeking someone who thrives... ...in a growing environment, while providing clients with exceptional services. This...
Full time
Work at office
Local area
Remote work
EisnerAmper
La Jolla, CA
5 days ago
Senior Tax Associate, Private Client Wealth
...Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing... .... You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts... ...closely-held businesses, working with Managers, Senior Managers, and Partners. Ideal candidates...
Private client
Weaver
San Diego, CA
2 days ago
Tax Manager
$121.9k - $172.5k
...Tax Services ProfessionalJoin a team that values your ambition... ...them to preserve their wealth for future generations,... ...and implement tax planning strategies in alignment with client goals and objectives,... ...office and non-bank wealth manager focused on serving ultra-high...
Permanent employment
Temporary work
Work at office
Corient Capital Partners
San Diego, CA
2 days ago
Nonprofit Associate Attorney (3-6yrs)- San Diego
...Tax-Exempt Organizations / Nonprofit Associate AttorneyDirect Counsel... ..., and tax-exempt organization clients.Responsibilities:Advise... ...maintaining tax-exempt statusAdvise on private foundation rules, UBIT, excess... ...skillsAbility to manage multiple matters and work independently...
Private client
Private practice
Work at office
Direct Counsel
San Diego, CA
3 days ago
Tax Manager
...right, but that's the floor, not the ceiling. What clients actually come back for is the strategy: the planning conversations that happen well before... ...like it’s ours too. The Role We're hiring a Tax Manager who thinks past the return. You'll review technical...
Full time
Shah & Co., Certified Public Accountants
San Diego, CA
4 days ago
Tax Senior Manager - Partnerships
$126.1k - $253k
...change, empowering our clients and people to realize their... ...s nowhere like RSM.Our Private Equity Portfolio... ...to join the Partnership Tax team, a high-performing... ...advises clients on their tax strategy and compliance... ...important role as Tax Senior Manager with RSM, you will be...
Full time
Work experience placement
Internship
Private practice
Local area
RSM International
San Diego, CA
8 days ago
Tax Senior Manager, Asset Management
$153.43k - $332.7k
...a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...firm.KPMG is currently seeking a Senior Manager to join our Business Tax Services practice...
Local area
KPMG
San Diego, CA
6 days ago
Tax Manager
We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through...
Work at office
Robert Half
La Jolla, CA
4 days ago
Tax Manager - San Diego
$92k - $146.34k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Baker Tilly as a Tax Manager with our San Diego office... ...issues, and assist team leaders in researching and providing... ...regarding applicable strategies, see the "big picture" as...
Full time
Work at office
Local area
Worldwide
Baker Tilly
San Diego, CA
8 days ago
Tax Manager
$125k - $165k
...timeDescriptionAldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted... ..., assesses needs, and determines advanced strategies necessary to meet clients' objectivesManages all...
Seasonal work
Flexible hours
Aldrich
San Diego, CA
8 days ago
Tax Manager or Senior Manager, Tax Exempt Organizations
$153.43k - $332.7k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Development...
Local area
KPMG
San Diego, CA
6 days ago
Senior Tax Manager - Partner Track | Pass-Through Entities & Business Owners
$175k - $230k
...Opportunity LevitZacks is looking for a Senior Tax Manager to take ownership of a book of business... ...path toward Partner. You’ll manage the client relationship, including business returns... ...community since 1964. We work with privately held businesses and their owners – the kind...
Work at office
Local area
Flexible hours
Ascend
San Diego, CA
4 days ago
Tax Senior Manager - Real Estate
$175k - $225k
...reach your goals. EisnerAmper is seeking an experienced Senior Manager to join our growing Real Estate Tax practice. This individual will serve sophisticated private equity and institutional real estate clients, including Real Estate Private Equity (REPE) funds,...
Local area
EisnerAmper
San Diego, CA
1 day ago
Senior Tax Manager
$150k - $250k
...Join to apply for the Senior Tax Manager role at Lavine, Lofgren, Morris & Engelberg, LLP Lavine... ...tax returns Building new and existing client relationships and demonstrating... ...memoranda, written correspondence/guidance, private letter rulings and other documents for submission...
Full time
Lavine, Lofgren, Morris & Engelberg
San Diego, CA
4 days ago
Tax Manager - Private Equity Portfolio Company
...Tax ManagerRSM is looking for a dynamic Tax Manager to join our growing tax team. In your important role as Tax Manager for RSM, you will use your expertise... ...diagnosis, development, and implementation of solutions to clients' tax needs. With RSM, you'll have the opportunity to...
RSM
San Diego, CA
4 days ago
Tax Manager - Energy and Excise
$100k - $189.2k
...world of change, empowering our clients and people to realize their... ...You will also work on excise tax technical issues and controversy... ...highly desirable Responsibilities Manage collaborative team advising... ...and implications with project leaders/partners. Competent at...
Full time
Work experience placement
Internship
Work at office
Local area
RSM International
San Diego, CA
8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Tax Manager Wealth Strategy Leader. Be the first to apply!