Tax Manager - Private Client Services for HNW Clients
$112k - $150kBDO USA LLP
A leading financial services firm in San Diego is seeking a Tax Manager for its Private Client Services. The role involves managing tax engagements for high-net-worth individuals and requires excellent leadership and communication skills. Candidates should have a background in accounting or finance and at least five years of relevant experience. A CPA or equivalent certification is mandatory. The position offers a salary range of $112,000 to $150,000 depending on qualifications and experience. #J-18808-Ljbffr BDO USA, LLP
- 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...Private clientHigh net worth
$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager within their Private Client Services team. The role involves tasks such as reviewing complex individual tax returns and income tax planning for high-net-worth clients. Candidates should possess a valid US CPA license...Private clientHigh net worthRemote jobHourly paySeasonal work$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and...Private clientHigh net worthWork at office$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. We serve high... ...entertainers, and others with complex tax and financial structures. The practice... ...planning. Job Summary A Tax‑Experienced Manager, Private Client Services is responsible...Private clientHigh net worthWork at office$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives...Private clientHigh net worthPrivate practiceWork at office- ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Private clientWork at office- A leading accounting firm in San Diego is seeking a Tax Manager for their Private Client Services. This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should...Private clientHigh net worth
$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for... ...Client Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services...Private clientHigh net worthWork at officeFlexible hours$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... ...include managing client communications, conducting tax return reviews, and mentoring junior staff. Ideal candidates...Private clientPrivate practice$175k - $210k
...Unlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark... ...working with extraordinary clients spanning every industry, regardless... ...! The Role Senior Managers in our Private Client Services (PCS)...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Client Accounting Manager At EisnerAmper, we look for individuals... ...Net Worth Individuals (HNW) and their businesses... ...family office work, private business and trust... ...accordance with GAAP and tax basis accounting.... ...About Our Private Client Services (PCS) Team: The...Private clientHigh net worthContract workTemporary workWork at officeLocal area
$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager - Private Client Services. This role involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals. The ideal candidate should have a valid US CPA license, a minimum...Private clientHigh net worthRemote jobHourly paySeasonal work$90 - $120 per hour
EY is looking for a Seasonal Tax Manager in San Diego, California, to handle complex tax planning and compliance for privately held companies and their owners. Responsibilities include reviewing individual tax returns, income tax planning for high-net-worth individuals,...Private clientHigh net worthRemote jobHourly paySeasonal work$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...Private clientHigh net worthHourly paySeasonal workRemote workFlexible hours- EisnerAmper in San Diego is seeking a Tax Partner for the Private Client Services practice. This role emphasizes delivering integrated tax advisory and compliance solutions to high net worth individuals and closely held businesses. The ideal candidate will possess a Bachelor...Private clientHigh net worthPrivate practice
$80k - $95k
AlphaCore Wealth Advisory in San Diego is seeking a Client Services & Operations Specialist to provide excellent service for ultra-high-net-worth clients. You will be responsible for onboarding clients, monitoring accounts, and ensuring superior service delivery. Candidates...Private clientHigh net worth$56k - $132k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people... ...visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships...Private clientHigh net worth$56k - $132k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people... ...first approach. The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...Private clientHigh net worth$325k - $425k
...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life...Private clientHigh net worthPrivate practiceLocal area$76k - $125.3k
...technically demanding tax planning and compliance... ...contact for a wide range of clients and colleagues. This is... ...teaming focusing on service delivery for our... ...and local tax and asset management to deliver comprehensive... ...handling hedge fund and Private equity K-1s Researching...Private clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$88k - $125k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...professional experience as well as their communication, time management, leadership, technical, business development, and people...Private clientHigh net worthPrivate practiceWork at office$110k - $180k
Calibre Global Consulting is looking for a Tax Manager in San Diego, California. The ideal candidate will have an active CPA license and... ...Responsibilities include supervising tax associates, developing client relationships, and completing tax engagements. Competitive...- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will support... ...to high-net-worth individuals, by delivering personalized services and referrals that enhance client relationships. The ideal...Private clientHigh net worth
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- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private client
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$80k - $200k
...World") is a unique financial services organization with a global... ...decisions to improve their risk management outcomes, modernize their... ...Producer - Commercial Lines Client Advisor Position Overview World... ...insurance, high net worth / private client, employee benefits, human...Private clientHigh net worthBase plus commissionImmediate start- ...individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...how to set up businesses, manage estates and trusts, and... ...teams to provide complete services for clients, including... ...and keep client information private in a busy, client‑focused...Private clientHigh net worth
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