Tax Experienced Associate - Private Client Services
$88.99k - $108.93kDormont Manufacturing Co
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast‑to‑coast and global advantage in major regions of the U.S. and many leading financial centers including New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is an equal‑opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Why Join Us? You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve. You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges. You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind. You value your development and want autonomy to own your schedule and career through structured programs. You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities. Responsibilities Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry‑specific clients. Provide tax compliance and advisory services to S‑corporations, partnerships, individuals and corporations ranging from middle market to multinational companies. Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries. Work with leaders on special projects in various areas of corporate and flow‑through taxation such as accounting methods and ASC740. Develop recommendations for the client to consider and share with leadership to discuss and strategize. Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, and credits and incentives areas. Learn and grow from direct on‑the‑job coaching and mentoring along with participating in firm‑wide learning and development programs. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients. Enjoy friendships, social activities and team outings that encourage a work‑life balance. Qualifications Bachelor’s degree in accounting or law, or a related degree in business; sufficient coursework and credits to sit for the CPA and/or Bar exam in the state you are being considered. CPA, EA or JD license preferred. One (1)+ year(s) of experience providing federal tax compliance and consulting services in a public accounting firm preferred. Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving. Strong leadership, project management, organizational and analytical skills, initiative, adaptability. Microsoft Suite skills. There is currently no immigration sponsorship available for this position. The pay rate range for this job position is $88,990 to $108,930. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. #J-18808-Ljbffr Dormont Manufacturing Co
$96k - $125k
Tax Experienced Senior, Private Client Services Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we... ...and manage the day‑to‑day work assignments of PCS Associates Provides verbal and written performance feedback to...Private clientPrivate practiceWork at office$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our... ...people with complicated tax and financial structures. The... ...Services Practice is experienced in all aspects of estate, income... ...Responsibilities Supervises associates and senior associates on...Private clientPrivate practiceWork at office$96k - $125k
A prominent financial services firm is seeking a Tax Experienced Senior for their Private Client Services in San Francisco. This role involves providing tax compliance... ...fast-paced environment, and mentoring junior associates. Ideal candidates possess a Bachelor’s degree...Private clientWork at office- EisnerAmper is looking for a Tax Senior Associate to join their Private Client Services team in San Francisco. The role involves preparing and reviewing tax returns for various entities, maintaining client relationships, and staying updated on tax regulations. Ideal candidates...Private client
- Overview EisnerAmper seeks a Tax Senior Associate to join our Private Client Services (PCS) practice. We look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. The EisnerAmper experience is one-of-a-kind, with tools and autonomy...Private clientPrivate practiceLocal areaWorldwide
- EisnerAmper LLP is seeking a Tax Senior Associate to join our Private Client Services practice in San Francisco. This role involves preparing tax returns, building client relationships, and mentoring junior team members within a supportive culture that values work/life...Private clientPrivate practice
- ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates...Private clientTemporary workPrivate practiceLocal area
$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate will...Private client- EisnerAmper is looking for an experienced Tax Senior Manager to join their Private Client Services team in San Francisco. The position involves overseeing tax planning and compliance for ultra-high-net-worth individuals and leading a team in a hybrid working environment...Private client
- ...Boos & Associates is recognized for the 8th consecutive... ...We are seeking an Experienced Associate for our... ...Francisco Core Tax team.... ...Associate, Core Tax Services is responsible for... ...Ensures both that (a) clients comply with all applicable... ...accounting, private industry accounting...Work at office
$90k - $110k
...doing what’s right for our clients. At CIBC, we embrace your... ...’ll Be Doing As a Client Service Manager, you will support Private Wealth relationship... ...requests, address changes, and tax reporting inquiries.... ...in the training of less experienced staff, at management request...Private clientRemote work$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...people with complicated tax and financial structures. The... ...Client Services Practice is experienced in all aspects of estate,... ...Responsibilities: Supervises associates and senior associates on...Private clientPrivate practiceWork at office- Crowe is seeking a Private Client Service Tax Manager in San Francisco, California, responsible for initiating tax planning and compliance projects for high-net-worth individuals. Key qualifications include a BS in Accounting, CPA or EA certification, and a minimum of...Private client
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services... ...Microsoft Office. Supervisory duties include managing associates and consulting engagements. The position offers a...Private clientWork at office- ...Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust,... ...Experience in wealth management, financial services, or private client environments strongly preferred Proficiency...Private clientWork at office
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Private clientFlexible hours
$115k - $165k
JOB DESCRIPTION Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their... ...delegation to seniors and associates Tax Specialization Develops... ...ASC740 computations for both privately held and publicly traded...Work at officeLocal area- ...goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...client service and taxexpertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals...Private clientTemporary workPrivate practiceWork at officeLocal area
$110k - $130k
...Essential Functions and Primary Duties Tax Compliance Assist in the preparation and... ...and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant... ...and departments to ensure seamless service delivery. Provide support to tax managers...Private client$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and... ...been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...Private clientWork at officeLocal area- ...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... ...for training, supervising and ongoing development of associates and seniors . Prepare and review tax returns for...Private clientTemporary workPrivate practiceWork at officeLocal area
- ...Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA'... ...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-...Private clientWork at officeLocal areaWorldwide
- ...to bottom - we give you the tools you need to succeed 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 advisory and compliance solutions to high net worth...Private clientPrivate practiceLocal area
$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 clientMinimum wageLocal areaNight shift$150k
...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent... ...well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations...Private clientTemporary workWork at office$88.9k - $168.3k
## Fund Services Plus Manager - Private Equity Fund AdministrationApplylocations:... ...of change, empowering our clients and people to realize their... ...policies and evolving tax regulations mean that business... ...eligible for hire as an experienced associate.RSM will consider for...Private clientWork experience placementInternshipWork at officeLocal area$98.5k - $160k
A nationally ranked CPA and advisory firm is looking for a Tax Manager in Private Client Services. You will manage a team of tax professionals, develop tax strategies, and provide consulting on tax-related issues. The ideal candidate will have a Bachelor's degree in Accounting...Private clientRemote jobFlexible hours$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageLocal areaNight shift- ...goals. EisnerAmperis seeking a Tax Senior Associate to join theAffordable Housingpractice... ...to delivering exceptional client services. Whatit Means to Work forEisnerAmper... ...of a manager or partner ~ Experienced Senior may manage a limited number of...Local area
- CIBC is seeking a Client Service Manager in San Francisco to enhance client relationships in Private Wealth Management. The ideal candidate will have over five years' financial industry experience and excel in delivering exceptional client service. This role involves overseeing...Private client
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