Senior Tax Manager - Private Client Services
Andersen
Role Overview Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior Managers Can Expect To Engage in business development activities (prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.). Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. Conduct primary and secondary review of complex tax returns – including federal and state filings. Draft technical tax memoranda. Supervise, train, mentor, and evaluate Intern, Associate and Senior Associates. Receive formal PCS and on-the-job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. Requirements 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience. Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred). Advanced credential allowing for client representation before the Internal Revenue Service required (e.g., CPA or JD). Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high‑pressure environment. Proficient use of technology. Benefits Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal‑opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law. #J-18808-Ljbffr Andersen
- ...Oversight of multiple client service teams Plan, direct, execute and complete tax consulting projects Conduct technical reviews of federal and state income tax... ...and compliance expertise to clients Understand and manage firm risk on tax services performed Manage, develop...SeniorPrivate client
- ...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... ...of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting...Private clientWork at officeLocal areaRemote work
- A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal...Private client
- ...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... ...supervising and ongoing development of associates and seniors. Prepare and review tax returns for individuals, partnerships...Private clientPrivate practiceWork at officeLocal area
- Andersen is seeking a Senior Manager in Private Client Services in Houston, Texas. This role involves overseeing engagement teams for a diverse range of high-net-worth clients, including families and trusts. Candidates should have over 6 years of recent experience, ideally...SeniorPrivate client
- PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...SeniorPrivate clientFlexible hours
- Creative Financial Staffing, LLC seeks a Senior Tax Manager to lead complex tax engagements for high‑net‑worth and private client services. You’ll guide planning, structuring, and transaction strategy while mentoring teams and ensuring compliance across jurisdictions. You...SeniorPrivate client
- ...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... ...supervising and ongoing development of associates and seniors. Prepare and review tax returns for individuals,...Private clientTemporary workPrivate practiceWork at officeLocal area
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$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within our firm... ...people with complicated tax and financial structures. The... ...insurance planning. A Tax Manager, Private Client Services is... ...Supervises associates and senior associates on all projects...Private clientPrivate practiceWork at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...life insurance planning. A Tax Manager, Private Client Services is... ...: Supervises associates and senior associates on all projects Reviews...Private clientPrivate practiceWork at office- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward‑thinking entrepreneurs and business advisors with Big 4 backgrounds who creatively integrate traditional values, practical...SeniorPrivate clientFull timeWork at officeLocal area
- Jobot is seeking a Tax Manager in Houston, TX to lead federal and state tax compliance for diverse client organizations. You will guide planning, projections, and advisory work while serving as the primary client contact. You'll mentor tax staff, oversee multiple engagements...SeniorPrivate client
$85k - $201k
...history, delivering excellent service through innovation has... ...DNA across our audit, tax, and consulting groups.... ...and review of client tax projections and calculations, management of client tax relationships... ...services to public and private entities while also helping...Private clientRemote jobWork at officeLocal areaWorldwide- ..., LP in Houston, TX seeks an experienced tax professional to lead federal tax compliance... ...for middle-market to multinational clients. You will work closely with teams across... ...emphasizes staff supervision, client relationship management, and cross-practice collaboration, with...Senior
- A leading financial advisory firm seeks a qualified Core Tax Services Senior Manager in Houston, Texas. This role requires expertise in tax compliance, consulting, and research to advise clients effectively. The ideal candidate should have over 8 years of relevant tax experience...Senior
- ...Talent Advisory is seeking an experienced Senior Tax Manager in Houston, TX. The successful... ...will lead complex tax engagements, manage client relationships, and mentor junior team members... ...strategic tax planning and compliance services. Requirements include a Bachelor’s...Senior
- Mauldin & Jenkins LLC seeks a Senior Tax Manager for its Tax Department in Houston, TX. You will supervise client work, manage engagements, and develop client relationships while applying complex tax rules. Required: Undergraduate degree, CPA, 7+ years of tax experience...Senior
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- ABGi USA is seeking a Tax Manager in Houston, Texas, to lead and manage multiple tax engagements, focusing on federal... .... Strong analytical and interpersonal skills are essential for building client relationships and delivering quality tax services. #J-18808-Ljbffr ABGi USASenior
$180k - $200k
...Senior Tax Manager Senior Tax Manager - Salary $180K - $200K+ base (flexible based on experience) + bonus Senior... ...Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures...SeniorPrivate clientLocal areaFlexible hours$200k - $300k
...Experience Weaver is a full‑service national accounting, advisory... ...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides... ...related field Proven ability to manage, mentor, and develop staff...Private clientFlexible hours- ...Overview Join to apply for the Transaction Tax Senior Manager role at Weaver . Weaver is a full-service national accounting, advisory and... ...join our growing firm. The team helps private equity, strategic, and founder-owned clients identify potential tax exposures and understand...SeniorPrivate clientFull timeLocal areaFlexible hours
- ...Job Description Withum's Tax Services Group provides comprehensive tax services to businesses and individuals, including... ...state & local tax, R&D tax credit, and international/private client services. As a Tax Manager based in Houston, TX, you will lead all aspects of...Private clientLocal area
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- ...the Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team of tax... ...Tax Credit, as well as International and Private Client services. We are currently looking for an Oil & Gas Tax Senior Manager based out of our Houston, TX office. You...SeniorPrivate clientWork at officeLocal area
$200k - $300k
Weaver is seeking a talented Tax Director to provide federal tax compliance and planning services to high-net-worth individuals and privately held businesses in Texas. The ideal candidate will have a CPA certification and over 9 years of relevant experience. This role...Private client- Tax Mgr/Snr Mgr/Director- Private Client Svcs- REMOTE or Hybrid Tax Manager | Griffin Search Partners | Remote Job This is a remote position. We're Hiring: Tax Professionals- Private Client Services TX and Southern US | Flexible Hybrid Schedule | REMOTE| Top Compensation...Private clientRemote jobPrivate practiceWork at officeFlexible hours
$146k - $200k
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/...SeniorPrivate clientWork at office- BDO USA, LLP’s Private Client Services practice in Houston is seeking a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and their families. The role involves preparing complex returns (individual, trust, estate, S‑Corp, partnership), researching...SeniorPrivate clientPrivate practice
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