Private Client Tax Leader for Family Offices
BDO USA LLP
BDO USA, LLP in San Francisco seeks a Tax Manager for Private Client & Family Office Services to oversee engagements and client relationships, ensuring high-quality deliverables. You will lead staff, manage billing, review work products, and develop tailored tax strategies, while coordinating with senior leaders to drive growth and client satisfaction. The role requires strong GAAP/tax knowledge, several years in outsourced accounting, and the ability to mentor associates; occasional travel may #J-18808-Ljbffr BDO USA, LLP
$85k - $270k
...YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice President... ...intellectual partner to our Private Wealth Advisors, serving as a... ...to educate sophisticated clients on our unparalleled capabilities... ...beyond, which may include tax and estate planning, philanthropic...TaxPrivate clientFull timeTemporary workPart timeWork at office$133.5k - $165.25k
...passions, work, and family & friends can overlap... ...entity high net worth clients and family offices. Lead all internal... ...external advisors (tax, legal, investment managers... ...'s brand in the private client and family... ...Partner with practice leaders to innovate service offerings...TaxPrivate clientContract workWork at officeLocal areaFlexible hours$90k - $125k
Tax Manager, Private Client & Family Office Services The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned... ...a concise document and vets it internally with their leaders and other BDO stakeholders Accurately determines the...TaxPrivate clientWork at officeImmediate start- ...is seeking a Financial Planner for our Private Family Office in San Francisco. You will join advisor... ...investment management for ultra‑high net worth clients, focusing on deep client relationships... ...will prepare detailed client reports, tax projections, and cash flow analyses...TaxWork at office
- ...Outsourced Chief Financial Officer to join our... ...focused on real estate private equity fund clients. This is a senior, client... ...annual audit and tax processes, coordinating... ...Serve as a senior client leader across multiple... ...middle-market companies, family offices, nonprofits...TaxPrivate clientFull time
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping... ...of our firm's most strategic clients. You will lead and cultivate... ...technology, data, and design.Private Family OfficeThe Goldman... ...consolidated investment review, income tax preparation and planning,...TaxFull timeTemporary workPart timeWork at office- ...services firm in San Francisco is seeking an experienced Tax Partner specializing in high net worth private client services. This role involves providing... ...tax consulting and compliance services to affluent families and their businesses. Candidates should have over...TaxPrivate client
$110k - $150k
.../yr - $150,000 /yr Responsibilities The Family Office Advisory Senior Analyst plays a central role... ..., comprehensive service to high-net-worth clients by supporting their lifestyle, wealth, investment, legal, insurance, and tax needs while coordinating seamlessly with...TaxFull timeWork at office- Baker Tilly US is seeking a Federal Tax Partner in California, responsible for advising private equity clients and leading a team. The role involves substantial client... ...building business. Travel may be required to various Baker Tilly offices. #J-18808-Ljbffr Baker Tilly USTaxPrivate client
- ...A single family office serving 45 individual family members across three... ...office services — accounting, tax planning, trust... ...than 150 entities and two large private foundations. A senior, trusted... ...applicant serves as primary trusted client advisor while mentoring staff...TaxWork at office
$236.56k - $414.12k
...Northern TrustAs a global leader in innovative wealth... ...successful individuals, families, corporations and... ...and to provide to our clients and the communities we... ...service. DIRECTOR II, FAMILY OFFICE SOLUTIONSLeads and cultivates... ..., wealth transfer, and tax services.Develops...TaxFull timeTemporary workH1bWork at officeWorldwideFlexible hours$236.56k - $414.12k
Director II, Family Office Solutions page is loaded## Director II, Family... ...world’s most sophisticated clients using leading technology and... ...giving, wealth transfer, and tax services.* Develops tailored... ...organization is encouraged, senior leaders are accessible, and you can...TaxTemporary workWork at officeFlexible hours$110k - $140k
...a Mergers & Acquisitions Tax Lead Consultant to join our... ...structuring engagements for private equity and strategic clients across a variety of... ...in any of the following US office locations (New York, NY; Whippany... ...partnership status, familial status, affectional or sexual...TaxPrivate clientFull timeWork at officeLocal area- ...Family Office Client Service Associate Since 2004, BakerAvenue has guided clients through personal... ...requests related to cash management, private investments, real estate holdings, charitable... ...collection of documents required for tax, audit, estate planning, and financial...TaxLive inWork at officeLocal areaImmediate start
- ...Advisors seeks an exceptional Tax Partner for Regis to lead tax... ...engagements for ultra-high net worth families. You will serve as the lead... ...estate planning, with strong client-management and collaboration... ...deliver comprehensive family office services. #J-18808-Ljbffr Mercer...TaxWork at office
- ...information or questions regarding this listing. Controller | Family Office | San Francisco | Base + Bonus + Great Perks!A well-established... ...financial statements prior to submission to external CPAsSupport tax compliance and planning, including reviewing returns prepared...TaxWork at office
$265k - $332.5k
...Braun + Martel’s highly respected Family Wealth practice seeks an... ...USA High Net Worth Guide, our client base is both domestic and international... ...an integral member of our Private Client Industry Group... ...-owned businesses, and family offices.Autonomy is a hallmark of our...Private clientWork at office- ...administration to work with a dynamic team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities Advise clients on multi-generational wealth planning and tax optimization strategies. Expectation is that candidate will have direct...TaxPrivate client
- ...change, empowering our clients and people to... ...like RSM.Role:No two family enterprises are the... ...investments, family office structures,... ...As a family office tax partner, you will be... ...tax client service leader, relationship owner... ...multi-family office, private wealth advisory firm...TaxFull timeWork at officeLocal area
$150k - $190k
...Partner / Partner Group – Private Client Global Law Firm with a... ...individuals and families, establishing itself as... ...individuals and families. With offices across the U.S.,... ...Wealth structuring, tax and estate planning Family... ...recognized as a leader in private client work...TaxPrivate clientPart timePrivate practiceWork at officeWorldwide3 days per week- ...wealth management advice for high-net-worth families, without financial product sales. The role collaborates... ...coordinated strategies across investments, tax, estate planning, and cash flow. The position is hybrid (4 days in office, Fridays remote) with growth opportunities...TaxWork at officeRemote work
$72.38k - $76.7k
...About the Role The Multi-Office Leader , known internally as an Area Experience Leader,... ...for delivering a consistent, high-quality client experience across every location. In this... ...results. You'll lead and develop Tax Professionals and Client Service Professionals...TaxMinimum wageTemporary workWork experience placementSeasonal workWork at officeLocal areaNight shiftAfternoon shift- ...to: Jeff Saccacio, Head of Family Office Services (FOS) Travel: Required for high-touch client engagement Position... ...country’s most respected tax and estate planning leaders, you will help deliver deeply... ...accountants, fiduciaries, private bankers, trust companies,...TaxWork at office
$150k - $210k
...for:Review of international tax compliance forms such as Forms... ...positionsCollaborate with the Private Client Services and Trust & Estate... ...matters for individuals and families with global holdings and activitiesDevelop... ...worth individuals, family offices, not-for-profit organizations...TaxPrivate clientFull timeFixed term contractLocal area- BPM LLP seeks a Tax Director to lead sophisticated planning, consulting, and compliance... ...for high-net-worth individuals and families within the Private Client Services (PCS) practice. You will... ..., entrepreneurs, and family offices on wealth preservation, liquidity events...TaxPrivate clientPrivate practice
- ...to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in... ...as well as high net worth individuals, family offices, not-for-profit organizations,...TaxPrivate clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- 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...TaxPrivate clientFlexible hours
- ..., LLC is seeking a Vice President for its Family Office Services team in San Francisco. This role involves delivering sophisticated tax and estate planning for entrepreneurial families... ..., and a track record of enhancing client relationships. The position offers opportunities...TaxWork at office
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths... ...CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... ...private wealth clients (individuals, family offices, endowments and foundations...Private clientFull timeRemote work- A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal...Work at office
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