Strategic Tax Manager - Private Client & Family Office
$90k - $125kBDO USA
BDO USA is seeking a Tax Manager in Costa Mesa, California to manage finance and accounting outsource engagements. This role entails overseeing proposal development, staff management, and delivering client relationship services. Candidates should have a background in accounting or finance with significant supervisory experience. The position offers competitive compensation based on individual qualifications, with a national salary range of $90,000 - $125,000 annually along with opportunities for professional development and advancement. #J-18808-Ljbffr BDO USA
$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...Work at officePrivate client$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...net‑worth individuals, families, family offices, C‑Suite executives, athletes... ...entertainers, and others with complex tax and financial structures.... ...Summary A Tax‑Experienced Manager, Private Client Services is...Work at officePrivate client- BDO USA is seeking a Tax Experienced Manager to manage the full life cycle of finance and accounting engagements in Costa Mesa, California. This... ...technical expertise in finance, staff supervision, client relationship management, and business development. Candidates...Work at officePrivate client
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Private client$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager in Irvine, California. This role focuses on managing tax compliance for high-net-worth individuals and families and requires reviewing tax returns and planning. The job allows for remote work and offers competitive...Private clientRemote jobHourly paySeasonal workFlexible hours- The Bahnsen Group is seeking a Tax Manager to join its growing Tax Services Department in Newport Beach, CA. This full-time role involves... ..., and advisory services to high-net-worth individuals and family office clients. Responsibilities include reviewing and filing tax returns,...Work at officeFull time
$159.2k - $231.2k
...your passions, work, and family & friends can overlap.... ...technical reviews of tax returns for high-net-worth... ...notices and inquiries Manage larger and complex... ...and workflow of multiple clients and related deliverables... ...nationwide leader serving privately held companies and...Private clientFull timeContract workLocal areaFlexible hours- Alliance Resource Group is seeking a senior accountant for a Family Office team in Newport Beach, CA. You will oversee financial statement... ...financial analysis skills and familiarity with investment management are crucial. This role includes collaborating with senior management...Work at office
- ...well-established financial services firm seeking an experienced Tax Manager to join their growing team. This role focuses heavily on... ...planning strategies Serve as a primary point of contact for client relationships Mentor and support junior staff members Conduct...Private client
- Beacon Hill is looking for an experienced Tax Manager in Irvine, California, to join a well-established financial services firm. This role will center on estate and trust taxation, requiring robust experience with fiduciary, gift, and estate tax filings. Key responsibilities...Private client
- OPPORTUNITY The Tax Manager will join a growing Tax Services... ...and now serves over 400 client households. This is a full-time, in-office position based in Newport... ...-worth individuals and Family Office clients. The Tax... ...will work closely with Private Wealth Advisors in a highly...Work at officeFull time
$121k - $181.4k
...Description As the Corporate Tax Manager, you’ll be a member of our corporate... .... The Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you will help with the... ...our Washington National Tax Office (WNTO), to support all areas...Work at officeInternshipSeasonal workLocal area3 days per week$132k - $190.1k
...the Boundless Horizons of Tax, Valuation, and Business... ...with extraordinary clients spanning every industry,... ...your success! The Role Managers in our Private Client Services (PCS) practice... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business...Private clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$140k - $160k
...'re one of the fastest-growing private client tax advisory firms in the country,... ...high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner... ...both organic growth and strategic CPA firm acquisitions. While the...Private clientLocal areaRemote work- ...professional services firm is seeking a Manager in Private Tax to provide personal advice and... ...lead tailored tax strategies for complex family structures, engage in wealth management... ...analytical skills, and a commitment to client service. This position includes opportunities...
- FBT Gibbons LLP in Newport Beach is hiring a Family Office Specialist to provide high-level administrative support to ultra-high-net-worth individuals. The ideal candidate will manage various personal and business matters in a fast-paced, service-driven environment. This...Work at office
- ...County that is building a Family Office team for their... ...Assist in estate and tax planning analysis, gather... ...decision-making and provide strategic recommendations.... ...stakeholders including senior management. Perform monthly... ...annual audit for a private foundation. Requirements...Work at office
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...companies and their owners and families. These clients range from family‑owned... ...and attributes for success A strategic eye toward prioritizing when working...Private clientHourly paySeasonal workRemote workFlexible hours$140k - $230k
Family Law Attorney Job in Costa Mesa, California. Boutique law firm. Family Law Attorney needed. Salary... ...with strong organizational and legal case management skills. Proficient in legal research software and Microsoft Office Suite. Benefits Competitive Base Salary...Work at officeLocal area$30 per hour
...Pointe Advisors’ Strategic and Legacy Planning... ...department as a Senior Family Wealth Strategist.... ...-net-worth (UHNW) clients. Such a candidate... ...on estate, tax, philanthropic, and... ...works across multiple offices to help preserve... ...family partnerships, private foundations, and...Work at officeRemote work$25 - $35 per hour
This role sits in Galway Family Office TM , a division of Galway Holdings... ...through expert tax and business management services, while fostering... ...operational support, helping our clients manage and streamline all... ...of the high-net worth private clients are accurate. They...Work at officePrivate clientHourly pay- Picerne Group in Newport Beach is seeking a Family Office Accountant responsible for full-cycle accounting and cash management for the CEO's personal and business transactions. Key responsibilities include preparation of monthly financial reports, bank reconciliations,...Work at office
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International... ...focused on advising corporate and private equity clients on all aspects of their capital... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence...Private clientWork experience placementSummer holidayFlexible hours- Working in a team environment, the Family Office Accountant is responsible for the full-cycle accounting and cash management for the Company’s owner including all business and personal... ...entities and residences. Prepare annual tax return workpapers; assist tax accountants in...Work at office
- ...Created Position! Our client is a stable real estate... ...effectively under pressure while managing multiple priorities to... ...ensure compliance with tax requirements Knowledge... ...Proficiency in MS Office Suite (Word, Excel,... ...outsourced accounting, or family office is advantageous...Work at officeLocal area
- ...: Director of Family Finance (Personal... ...to serve as a strategic partner to the... ...centralized “family office quarterback,”... ...& Liquidity Management: Oversee and... ...expenditures, and tax obligations.... ...including real estate, private investments,... ..., private client services, or high...Work at officePrivate clientFull time
$106.5k - $195.1k
...side by side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...join our dynamic FSO team! Private Tax is a growing practice within... ...and their owners and families, ranging from family-owned businesses...Private clientWork experience placementSummer holidayImmediate startFlexible hours$97.26k - $126.43k
...Costa Mesa, California office. Consideration may... ...sustainability tools to help clients make defensible,... ...projects for a diverse private and public sector client... ...support you and your family. To Learn More Visit:... ...Responsibilities Task and project management, including planning...Work at officePrivate clientContract workFor contractorsFor subcontractorLocal areaRemote workNight shift$99.75k - $262.5k
Job Summary Tax Senior Manager, State and Local Taxis responsible for advising clients of the tax implications relating to their business objectives, recommending alternate... ...Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred...Work at officeLocal area$125k - $165k
...-backed companies with tax, audit, and advisory services... ...(U.S.) or hybrid from office locations: Irvine or... ...point of contact for clients and build strong, trusted... .... Proven ability to manage multiple engagements (and... ...to support health, family protection, and overall...Work at officeRemote work
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