Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Director - Private Client Services

EisnerAmper LLP

Tax Director – Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based in one of our offices and will focus on delivering exceptional tax services to private clients. Responsibilities Review tax projections, tax workpapers and tax returns for Federal and State Individual and Fiduciary returns. Oversee and manage the tax return process, including identification and resolution of tax issues. Apply knowledge of corporation and partnership accounting and tax concepts. Mentor, train, and manage staff accountants to meet deadlines and prioritize workload. Effectively manage multiple tax engagements in a team environment and independently; identify opportunities for new or expanded client services. Lead and manage engagements, including budgeting, billing and engagement economics. Maintain a highly proactive approach to serving clients. Basic Qualifications Bachelor's degree in Accounting or equivalent field is required. Public accounting experience. CPA license. 10+ years of work experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation. Preferred/Desired Qualifications Master's degree in tax or equivalent field preferred. Location Iselin EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Director - Private Client Services in San Francisco, CA vacancy
  •  ...to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment... 
    Private client
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    San Francisco, CA
    2 days ago
  •  ...to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment... 
    Private client
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Daly City, CA
    22 hours ago
  • $112k - $150k

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...  ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services... 
    Private client
    Private practice
    Work at office

    BDO International

    San Francisco, CA
    2 days ago
  • $125k - $175k

    Sacramento, CA / Santa Rosa, CA / San Francisco Bay AreaTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is...  ...to ask the questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing, analyzing, and... 
    Private client
    Price work
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Remote work
    Relocation
    Relocation package
    Flexible hours

    BPM

    San Francisco, CA
    18 hours ago
  • $95.5k - $195.4k

     ...our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously...  ...industry. Job Description: As a Private Client Service Tax Managerinvolved in both... 
    Private client
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    San Francisco, CA
    2 days ago
  • $112k - $150k

    Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...  ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services... 
    Private client
    Private practice
    Work at office

    BDO USA, LLP

    San Francisco, CA
    3 days ago
  •  ...pension plans, and ultra-high net worth private clients implement and manage custom investment...  ...Cambridge Associates delivers a range of services, including outsourced CIO, non-...  ...highly skilled and client-focused Client Director to join our Global Client Solutions team... 
    Private client
    Work at office
    Local area
    Worldwide

    Cambridge Associates

    San Francisco, CA
    1 day ago
  • $95k - $160k

     ...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that...  ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Founders & Tech Executive Tax Supervisor role... 
    Private client
    Full time
    Local area

    Withum Smith+Brown

    San Francisco, CA
    2 days ago
  • The Client Specialist is a sophisticated wealth expert that focuses...  ...appropriate JPMorgan Chase wealth services to best meet the objectives of...  ...with wealth advisors and private client bankers, you will uncover...  ...investments, family wealth, tax considerations, and other related... 
    Private client

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  •  ...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 Equity... 
    Private client

    Confidential

    San Francisco, CA
    3 days ago
  • $137.4k - $240.4k

     ...provide innovative financial services and guidance to the world’s most...  ...world’s most sophisticated clients using leading technology and...  ...family office, business owner and private investment office client...  ...Assists the GFO Regional Managing Director with market strategy,... 
    Private client
    Work at office
    Local area
    Flexible hours

    Northern Trust

    San Francisco, CA
    2 days ago
  • $200k - $300k

     ...28479552Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest... 
    Private client
    Full time
    Local area

    Citigroup

    San Francisco, CA
    1 day ago
  • $157.04k - $235.56k

     ...United StatesSalary: $157,040.00 - $235,560.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Lending provides...  ...and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions... 
    Private client
    Full time

    Citigroup

    San Francisco, CA
    1 day ago
  • $250k

     ...27628288Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest trends... 
    Private client
    Full time
    Local area

    Citigroup

    San Francisco, CA
    2 days ago
  • $250k

     ...18946320Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Grp Mgr is accountable for management of complex/critical/large... 
    Private client
    Full time
    Temporary work

    Citigroup

    San Francisco, CA
    1 day ago
  •  ...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...  ...within public accountingMinimum of 2 years in a Partner or Director-level role at a public accounting firmExtensive... 
    Private client
    Full time
    Private practice
    Local area

    EisnerAmper

    San Francisco, CA
    2 days ago
  • $150k - $190k

     ...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your...  ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO)...  ...wealth management space.Collaboration & Service Excellence: Establish and maintain effective... 
    Private client
    Full time
    Remote work

    CIBC Bank

    San Francisco, CA
    1 day ago
  •  ...Marsh McLennan Agency is seeking a Business Development Executive for Private Client Services in San Francisco. This role involves developing new business across regions, where you’ll lead sales calls and presentations, and perform market research to pursue key opportunities... 
    Private client

    Marsh McLennan Agency

    San Francisco, CA
    2 days ago
  • $90k - $110k

     ...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths...  ....comWhat you’ll be doingAs a Client Service Manager, you will support Private Wealth relationship management...  ...gift requests, address changes, and tax reporting inquiries.Communicate effectively... 
    Private client
    Full time
    Remote work

    CIBC Bank

    San Francisco, CA
    1 day ago
  • Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties...  ...tax experience and/or public accounting, private industry accounting or consulting/... 
    Private client
    Work at office

    BDO International

    San Francisco, CA
    4 days ago
  • $52.6k - $98k

     ...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture...  ...health & benefits, retirement, and private client insurance solutions to organizations...  ...North America, we combine the personalized service model of a local consultant with the... 
    Private client
    Minimum wage
    Local area
    Night shift

    Oliver Wyman

    San Francisco, CA
    3 days ago
  • $201.81k - $382.6k

     ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast...  ...Baker Tilly) provide professional services through an alternative practice...  ...a High Net Worth Tax Managing Director! Our private wealth practice recognizes the unique... 
    Private practice
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    4 days ago
  • $150k

    At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they...  ...as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations... 
    Private client
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    San Francisco, CA
    2 days ago
  • $86k - $92k

     ...: R0019039**Position Overview**Bernstein Private Wealth Management is a premier investment...  ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first...  ...Private Wealth Associates are client service professionals who exhibit drive, ambition... 
    Private client
    Flexible hours

    AllianceBernstein L.P.

    San Francisco, CA
    3 days ago
  • $365k - $420k

     ...collaboration, dedication to serving our clients, and mutual respect. We are...  ...with sophisticated estate and tax planning techniques, as well...  ...before the Internal Revenue Service.We are seeking an experienced...  ...to join our national Private Client Services Group. The search... 
    Private client
    Full time

    Perkins Coie

    San Francisco, CA
    4 days ago
  • $52.6k - $98k

     ...what makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business...  ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the... 
    Private client
    Minimum wage
    Local area
    Night shift

    Marsh LLC

    San Francisco, CA
    2 days ago
  • $135k - $230k

     ...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that...  ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of... 
    Private client
    Full time
    Local area

    Withum Smith+Brown

    San Francisco, CA
    2 days ago
  • $135k - $200k

     ...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that...  ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our San Diego or San... 
    Private client
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    San Francisco, CA
    2 days ago
  • $200k - $235k

     ...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that...  ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Corporate Tax Senior Manager - Provisions... 
    Private client
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    San Francisco, CA
    2 days ago
  • $135k - $210k

     ...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that...  ...State & Local tax, R&D Tax Credit, as well as International and Private Client services.As a Healthcare Tax Manager based out of any of our... 
    Private client
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Director - Private Client Services. Be the first to apply!