Private Client Services Tax Manager
Full-time
Beech Valley Solutions
We are seeking experienced Private Client Services Tax Senior Managers or strong Managers to support a a number of clients' tax teams during the upcoming tax season. These roles will focus on technical review, engagement management, tax research, planning support, and client service delivery across complex high-net-worth individual, trust, estate, partnership, and closely held business engagements.
What You’ll Do
- Manage and coordinate complex PCS tax compliance engagements, including individual, trust, estate, gift, private foundation, S corporation, and partnership returns
- Review tax returns prepared by staff and seniors and provide technical review comments
- Identify complex tax issues and perform research to support engagement teams
- Advise teams on trust and estate taxation, partnership taxation, executive compensation, basis considerations, and other complex PCS matters
- Monitor engagement status, identify issues affecting deadlines, and escalate matters to engagement leadership as needed
- Assist with responses to IRS and state tax notices and support ongoing examinations
- Participate in client meetings to discuss technical tax matters and planning opportunities
- Review workpapers and help establish efficient processes for return preparation and review
What We’re Looking For
- Senior Manager-level PCS tax experience; strong Manager-level candidates will also be considered
- Significant experience reviewing complex Forms 1040 and 1041
- Experience reviewing Forms 706 and 709
- Strong partnership and S corporation return review experience
- Experience with private foundation returns
- Experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
- Advanced tax research capabilities, including the ability to draft technical memoranda
- Ability to independently manage complex engagements in a deadline-driven environment
Nice to Have
- Experience with GoSystem and SurePrep ideal
- Familiarity with BNA and/or CCH tax research platforms
- Strong Microsoft Excel skills
Why Beech Valley?
- Flexibility: Accept and reject projects to fit your life and goals
- Compensation: Get paid for every hour you work
- Growth: Build your network and expand your skill set across exciting clients and projects
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Services Tax Manager in United States vacancy
$103.1k - $188.9k
...8,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...opportunityEY's FSO EDGE Private practice provides...SuggestedPrivate practiceSummer holidayLocal areaFlexible hoursEY (Ernst & Young)
New York, NY2 days ago$127.9k - $291.9k
...1,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...marketplace.EY's FSO EDGE Private practice provides...SuggestedPrivate practiceSummer holidayLocal areaFlexible hoursEY (Ernst & Young)
New York, NY1 day ago$106.5k - $195.1k
...5,100Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within...SuggestedWork experience placementSummer holidayImmediate startFlexible hoursEY (Ernst & Young)
New York, NY2 days ago- RubinBrown LLP in Denver is seeking a Private Client Services Tax Manager to enhance client relationships and spearhead service delivery for high net worth individuals. The role involves providing top-notch service, mentoring team members, and managing engagements with...Suggested
- Pro-Tax in the United States is seeking a Private Client Tax Manager to oversee a diverse portfolio of high net worth individuals, directors of small to medium companies, trusts and wealthy families. The role offers complete flexibility to work from home and an opportunity...SuggestedRemote jobWork from home
- Pro-Tax is recruiting a personable Private Client Tax Manager to work from home with the option to visit a Midlands office one day every fortnight. You will manage a Private Client Tax portfolio including high-net-worth individuals, directors of SMEs, trusts and wealthy...Remote jobWork at officeWork from homeFlexible hours
- Private Client Tax Manager Up to 75k plus Pension + Bonus + Healthcare Are the following factors must haves for your next role: Complete flexibility to work from home Working with an interesting portfolio of clients where variety is key Collaborating with a team that are...Work from home
- ...Group, PC (TWG) is seeking a full-time Tax Manager with experience providing tax compliance and consulting services for high-net-worth individual clients with cross-border concerns. For 4... ...of gifts, trusts, estates, and privately held businesses What The Wolf...Full time
The Wolf Group, PC
United States2 days ago - Vialto is seeking a Senior Project/Program Manager to oversee day-to-day delivery of RIA Private Client Tax programs. You will coordinate clients, advisors, and practice leadership to ensure onboarding, communications, and KPI tracking. You will manage engagement administration...Remote jobFull time
- ...Position Overview: The Client Services Manager at a well-regarded boutique investment management firm, based in Chicago is a pivotal role dedicated... ...services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio...Full time
Investment Company (Confidential)
Chicago, IL17 hours ago - ...Senior Client Service ManagerAward-winning, inclusive, Top Workplace culture doesn't happen... ...make your mark as a Client Service Senior Manager at MMA.Marsh McLennan Agency (MMA)... ...employee health & benefits, retirement, and private client insurance solutions to...Local areaNight shift
Guy Carpenter
Winston Salem, NC2 days ago - ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you'll be the trusted advisor for High Net...
Arthur J. Gallagher & Co.
Denver, CO1 day ago - ...Private Client Service Manager At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you'll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most...Local area
- ...Location: Onsite at location listed on posting. The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a... ...with First Horizon’s commitment to excellence in client service. ESSENTIAL DUTIES AND RESPONSIBILITIES Serve as a...Full timeWork at office
First Horizon Bank
Mount Pleasant, SC29 days ago - ...what makes us different and how you can make your mark as a Client Service Manager at Marsh McLennan Agency (MMA). Marsh McLennan Agency (MMA)... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Work at officeLocal areaNight shift
McGriff
Greensboro, NC3 days ago - ...Location: On site in Huntsville, AL Summary The Private Client Relationship Manager will provide business depository, treasury management, and... ...of work experience in Private Banking or Financial Services Bachelor’s Degree required Proven sales success and...Full timeTemporary workWork experience placementLocal area
First Horizon Bank
Huntsville, AL23 days ago - ...benefits | Contract: Permanent, full timeA private client advisory role for someone who wants to... ....My client is a large professional services firm with private client advisory teams... ...transactions, and you'd sit on the team's management group.What you'll be doingLeading and...Permanent employmentContract workFlexible hours
ProTalent
Leeds, AL1 day ago $120k - $300k
...offering a unique opportunity for Tax professionals looking for an... ...and diverse variety of clients, or specialized if you prefer!... ...accounting matters. Experience managing complex engagements, reviewing... ...high standards of quality and service. For Director and Principal...Local areaFlexible hours$85k - $140k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...Credit, as well as International and Private Client services. This Private Client Services... ...client relationships Ability to manage multiple engagements and competing projects...Full timeWork at officeLocal areaWithum Smith+Brown
Red Bank, NJ2 days ago- ...you into a trusts-only job.My client is a large professional services firm with a growing private client compliance team in Leeds... ...remuneration planningReviewing, line managing and mentoring junior team... ...aboveHands-on trust and estate tax compliance, TRS and IHT returns...Permanent employmentContract workFlexible hours
ProTalent
Leeds, AL1 day ago - ...as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs. Recommend and deliver... ...clients, acting as a resource to clients. Monitor and manage client portfolios for changes in financial status, product needs...Full time
First Horizon Bank
Baton Rouge, LA22 hours ago - ...the most respected adviser to privately owned businesses in the North... ...but across the UK. Exceptional service, deep expertise, trusted relationships... ...for one reason, to help our clients achieve prosperity, a secure... ...remarkable.The RoleOur Tax Consultancy Service Line is growing...Remote work
Armstrong Watson
Glasgow, KY3 days ago - ...Permanent, full timeCross-border private client work, a real mix of advisory... ...is a large professional services firm growing its international... ..., alongside Partners, wealth managers and overseas advisers.What you... ...trusts, IHT, CGT and income tax planningOverseeing a portfolio...Permanent employmentContract workFor contractorsOverseasFlexible hours
ProTalent
Leeds, AL1 day ago - ...NOW HIRING: HIGH NET WORTH TAX MANAGER / SENIOR MANAGER A leading CPA firm is expanding its Private Client / High Net Worth Tax practice and seeking a Tax Manager or... ...CPA, JD, or Master’s in Taxation required ~ Strong client service and communication skills...Immediate start
Search Masters, Inc.
Whippany, NJa month ago $140k - $180k
...Tax Manager | Private Client Group Boca Raton or WPB, FL | Hybrid | $140k to $180k The trouble with becoming good at your job is that sometimes you end up doing more of the same work. More returns to review. More deadlines to manage. More responsibility, but...Private practiceDistinct | North America
Boca Raton, FL9 days ago$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding... ...to choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high-net...Immediate startRemote workFlexible hoursAtlas Search
New York, NYa month ago- ...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking a Director or Partner to join its... ...environment. Key Responsibilities Oversee and manage all aspects of multiple client engagements...Private practiceFlexible hours
Search Masters
New York, NY2 days ago - ...Tax ManagerGrowing CPA firm is looking for their next Tax Manager. This firm is a small to mid-size firm that just finished a merger and looking to continue... ...Business, Law Firms & Professional Services, Private Client Advisory, Real Estate, Staffing Companies, Start...
gpac
Paramus, NJ17 hours ago - ...Responsible for execution of broad-based Private Client banking activities within a... ...and compliance performance, effectively managing risk and ensuring adherence to policies... ...associate feedback to continuously improve service offerings and identify growth opportunities...Full timeLocal area
First Horizon Bank
Memphis, TN20 days ago - ...JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions... ...engage in in-person consultations, delivering superior service and value to affluent clientele. #J-18808-Ljbffr...
Testing Site - JPMC
Irvine, CA17 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services Tax Manager. Be the first to apply!
Related searches
- client solutions executive United States
- client experience manager United States
- member engagement manager United States
- client operations manager United States
- community engagement manager United States
- senior client services manager United States
- client relationship manager United States
- engagement manager - employee experience United States
- client service account manager United States
- strategic engagement manager United States