Senior Tax Director, Private Client Services
EisnerAmper LLP
EisnerAmper is looking for a Tax Director for their Private Client Services practice in San Francisco. This role involves overseeing the tax return process, reviewing projections, and mentoring staff accountants while providing exceptional tax services to private clients. Qualified candidates should have a Bachelor's degree in Accounting, a CPA license, and at least 10 years of experience in tax compliance, particularly in individual and fiduciary taxation. #J-18808-Ljbffr EisnerAmper
- BDO USA, LLP’s Private Client Services group seeks a Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. The role focuses on engagements, planning, and client advisory services within a boutique practice of the firm. You will oversee...SeniorPrivate 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 to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorPrivate clientWork at office- ...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...Private clientWork experience placementPrivate practiceLocal area
- ...plans, and ultra-high net worth private clients implement and manage custom... ...delivers a range of services, including outsourced CIO, non... ...skilled and client-focused Client Director to join our Global Client... ...Provide regular updates to senior leadership on client retention...SeniorPrivate clientWork at officeLocal areaWorldwide
- ...Advisory Group, LP is seeking a Business Development Director to drive growth within the Private Client sector. This senior role will focus on identifying business... ...Candidates should possess a strong understanding of tax planning, wealth transfer strategies, and have over...SeniorPrivate client
- Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping...SeniorPrivate client
$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- ...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 clientTemporary workPrivate practiceWork at officeLocal area
- 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...SeniorPrivate client
- EisnerAmper, a leading accounting and advisory firm, is hiring a Tax Senior Associate in San Francisco. In this role, you will prepare and review tax returns, manage client relationships, and stay informed on tax regulations. The ideal candidate possesses a bachelor's degree...SeniorPrivate client
- BDO's Private Client Services in San Francisco delivers boutique tax consulting and compliance for high net-worth individuals and families, including estates, gifts, trusts, and executive compensation planning. The Tax Manager role focuses on managing engagements, collaborating...Private client
- EisnerAmper is looking for a Tax Manager to join the Private Client Services practice in San Francisco. This pivotal role involves overseeing client engagements, reviewing complex returns, and mentoring team members in a hybrid work environment. Ideal candidates will have...Private clientPrivate practice
- Cresset is seeking a Regional Managing Director, Private Wealth Client Services to lead the administrative and operational needs of Advisor and Client Associate teams across the region, delivering exceptional service to ultra-high-net-worth clients. You will partner with...Private client
$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 and consulting services to high net-worth clients, managing tasks in a fast-paced environment, and mentoring...SeniorPrivate clientWork at office- 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...SeniorPrivate 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...SeniorPrivate clientTemporary workPrivate practiceLocal area
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...well as other people with complicated tax and financial structures. The Private Client... ...Supervises associates and senior associates on all projects Reviews work...Private clientPrivate practiceWork at office$136k - $165k
Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...Responsibilities Supervises associates and senior associates on all projects Schedules...Private clientPrivate practiceWork at office- 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...SeniorPrivate clientPrivate practiceLocal areaWorldwide
- ...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...SeniorPrivate clientTemporary workPrivate practiceLocal area
$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 have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives, athletes...SeniorPrivate clientPrivate practiceWork at office$155.8k - $233.32k
...Tilly is a leading advisory, tax, and assurance firm with a... ...US, LLP offer professional services under an alternative... ...Description The Business Development Director is a senior strategic role focused on... ...opportunities within the Private Client sector in an assigned territory...Private clientWork at officeLocal area- ...relationship manager for a portfolio of clients in the San Francisco region, ensuring high... ...relationships through cross‑selling and deepening service offerings. Strategic Partnership & Client... ...CRM systems. Provide regular updates to senior leadership on client retention, new...Senior
$200k - $275k
....00 - $275,000.00 Regional Managing Director, Private Wealth Client Services Cresset is seeking a Regional Managing... ..., and client outcomes. Serve as a senior escalation point for complex client... ...critical and accident insurance, and pre‑tax parking and transportation programs....Private clientFull timeTemporary workWork at officeLocal area$155.8k - $233.32k
...a leading advisory, tax and assurance firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...Business Development Director at Baker Tilly is a senior-level, strategic role... ...opportunities within the Private Client sector in an...Private clientPrivate practiceWork at officeLocal areaWorldwide$150k
JPMorgan Private Client in San Francisco seeks a Relationship Manager to nurture high-net-worth client relationships with bespoke solutions and tailored advice. You will acquire new clients while deepening existing relationships, collaborating with partners across business...SeniorPrivate client$120k - $230k
...to join our sophisticated and growing tax practice. We are seeking Tax Managers with... ...-high net worth individuals, complex private client services, fiduciary or private foundation consulting... ...reviewing work from the Associate and Senior levels. Mentoring team members,...SeniorPrivate client- ...Job Title: Senior Tax Manager / Tax Director (Path to Partner) Location: San Francisco... ...accounting, tax, and consulting services to a diverse clientele.... ...to providing exceptional client service, fostering a... ...listed as a Fastest Growing Private Company, and has been named...SeniorLocal areaFlexible hours
- A large consulting firm based in San Francisco is looking for a Tax Manager to oversee tax research, prepare client meetings, and guide Tax Consultants. The ideal candidate has over 5 years of public accounting experience, preferably in investment management. You will also...Private client
- 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
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