Tax Manager - Private Client Services
NextGenEnergyJobs
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Key Responsibilities Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members. Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning. Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring. Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning. Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations. Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently. Manage client relationships and ensure that clients are satisfied with the services provided by your team. Training and mentoring team members Requirements Bachelor's degree in Accounting Master’s degree in Accounting or Taxation preferred Recent experience working in a public accounting firm 6+ experience years of federal tax consulting and/or compliance experience in accounting CPA is preferred Experience preparing Individual, Partnership, S Corporation, and Trust tax returns. Exceptional verbal and written communication skills Computer expertise including knowledge of tax software and technology Experience managing a team Willing to work hybrid #J-18808-Ljbffr NextGenEnergyJobs
$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... ..., and life insurance planning. A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at office- ...EisnerAmper seeks a Tax Manager to join the Private Client Services (PCS) practice. This role oversees multiple client engagements, reviews complex returns, mentors staff, and conducts tax research. The position offers flexibility with a hybrid work model and offices in...Private clientPrivate practice
- BDO's Private Client Services practice delivers bespoke tax planning and compliance for high net-worth individuals and families. The Tax Manager will lead engagements, coordinate with clients and their advisors, and craft tailored tax solutions. The role emphasizes leadership...Private clientPrivate practiceWork at office
- Armanino LLP seeks a seasoned tax professional to lead and develop a high-performing team... ...and deliver strategic tax solutions for clients. Active CPA/EA, 5+ years of U.S. tax... ...Irvine, LA, and NYC with focus on client service and growth. #J-18808-Ljbffr Armanino LLPSuggestedWork at office
$215k - $270k
Tax Managing Director, 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...Private clientPrivate practiceWork at office- Uncover is seeking an Accounting Manager to lead fund administration and client service delivery, ensuring accurate deliverables and timely communications for venture capital, growth equity, and private equity clients. You will partner with product development to drive...Private client
- Trust Officer, Assistant Manager - Private Client Primary responsibilities to include trust administration... ...assuring a superior level of client service while effectively managing fiduciary... ...clients. Experience in operational, tax and fiduciary activities in relation to...Private client
- Alliant Insurance Services in Irvine seeks a professional to manage customer service for assigned accounts and support... ...renewals, and assist in creating client presentations. The role requires strong... ...client coverage and retention. #J-18808-Ljbffr Alliant Private ClientPrivate client
$90k - $115k
...alternative application process. Director of Client Services Full Time Falcon Heights, MN, US 3... ...across teams. Aligning account management resources to client segmentation and growth... ...experience serving High-Net-Worth (HNW) or Private Client customers. Demonstrated...Private clientFull timeLocal area$150k - $190k
...delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their...Private clientFull timeLocal area- BDO is seeking a Tax Managing Director for Private Client Services to lead engagements, advise high net‑worth clients, review complex returns, and develop strategic tax planning. You will mentor staff, manage client relationships, and contribute to firm growth while upholding...Private client
- EisnerAmper LLP is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice in the Miami/Fort Lauderdale area. The role focuses on preparing and reviewing US tax returns for individuals, partnerships, and corporations while building strong client...Private clientPrivate practice
- ...TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking...Private clientBank staff
$121k - $148k
Aprio is seeking a Tax Manager to join its fast-growing firm. You will lead a team of tax professionals, oversee tax planning, research, and compliance while delivering client-focused advisory services. The role requires strong communication skills and experience in public...- ...procedures of federal and state income tax returns. We’re looking for someone who... ...MS Excel and MS Word Strong time management and organizational skills Strong work... ...leadership, and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private...Private clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- ...procedures of federal and state income tax returns. We’re looking for someone who... ...MS Excel and MS Word Strong time management and organizational skills Strong work... ...leadership, and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private...Private clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- ...Client Executive - Private Client Services (Remote) Oregon, USA Washington, USA Job Description Posted Monday, August 17, 2026 at 7:00 AM Alliant Insurance... ...Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new...Private clientWork experience placementWork at officeLocal areaRemote work
$45k - $65k
...Advisor" by both Expertise.com and AdvisoryHQ. Dynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is...Work at officeLocal areaMonday to Thursday$72.86k - $110.01k
...About this Opportunity As the Client Services Manager, you will lead our client services team. You will be responsible for ensuring exceptional client satisfaction, managing client relationships, and driving business growth. Their strong leadership skills, excellent communication...Work at officeFlexible hours3 days per week- ...Bank of America is seeking a dedicated client service professional to greet clients in the lobby, educate on self-service options, and process transactions accurately. The role emphasizes building relationships to meet client financial needs and guiding them to digital...Private clientWeekend work
$100k - $130k
# Manager, Client SuccessNexxen • • • 42m agoSave this role or tell us whether you want more jobs like it.We are seeking a strategic and experienced... ...tech, or digital media, with a strong background in client services, account management, or media sales.· 2+ years managing teams...Full time- ...Cooperman & Company, LLP in Woodmere, OH seeks an experienced audit professional to lead engagements, mentor staff, and drive client service. This full-time role covers audits, reviews and compilations, with budget and pricing responsibilities and involvement in business...Full time
$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... ...focusing on trust and investment management solutions. Utilizes business...Private clientWork at officeLocal areaFlexible hours$90k - $110k
...That Makes a Difference At Solairus Aviation, we do not just manage aircraft — we elevate the private aviation experience for clients who expect nothing less than excellence. We are looking for a Client Services Director who thrives in a fast-paced, high-touch...Private client- ...enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by... ...is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define...Temporary workLocal areaRemote workHome officeFlexible hours
- Infosys is seeking a Senior Engagement Manager (SEM) for its Financial Services (BFS) vertical with a focus on Cloud, Data, Artificial Intelligence (AI... ...GenAI-led transformation sales. The individual will lead client engagement activities within assigned accounts, working...Full timeContract workTemporary work
$59k - $65k
...people IN the story. Our success is built on a deep commitment to client service and to our people. We embrace creativity and collaboration,... ...additional in-office days are directed by their agency or manager. Our objective is to increase this requirement over time, and...Work at officeLocal area3 days per week- ...Tax Supervisor Who is Frost? Frost PLLC is a full-service public accounting and advisory firm committed to helping clients—and our people—thrive. We provide tax, assurance, advisory, business... ...solutions to complex tax matters. Project Management: Manage assignments and deadlines...Work at office
$83k - $110k
...Collaboration Over 100 years of superior client service and pure organic growth - without a... ...How You Will Contribute: 100% review of tax returns for Partnerships (1065), and S and... ...Individuals (1040) and others, as assigned. Manage client engagements, assist with...Flexible hours- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...+ years of experience in the investment management industry Preferred qualifications,...Private clientWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Private Client Services. Be the first to apply!
- senior tax director Brooklyn, NY
- tax director Brooklyn, NY
- sr tax manager Brooklyn, NY
- tax manager public accounting Brooklyn, NY
- sales & use tax manager Brooklyn, NY
- transfer pricing tax manager Brooklyn, NY
- remote tax manager Brooklyn, NY
- hedge fund private equity tax manager Brooklyn, NY
- tax manager Brooklyn, NY
- senior international tax manager Brooklyn, NY

