Tax Director - Private Client Services
EisnerAmper LLP
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 tax projections, tax workpapers and tax returns for Federal and State Individual and Fiduciary returns. Oversee and manage the tax return process, including identification and resolution of tax issues. Apply knowledge of corporation and partnership accounting and tax concepts. Mentor, train, and manage staff accountants to meet deadlines and prioritize workload. Effectively manage multiple tax engagements in a team environment and independently; identify opportunities for new or expanded client services. Lead and manage engagements, including budgeting, billing and engagement economics. Maintain a highly proactive approach to serving clients. Basic Qualifications Bachelor's degree in Accounting or equivalent field is required. Public accounting experience. CPA license. 10+ years of work experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation. Preferred/Desired Qualifications Master's degree in tax or equivalent field preferred. Location Iselin EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. #J-18808-Ljbffr EisnerAmper
- ...to bottom - we give you the tools you need to succeed and the autonomy 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 a growing environment...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
$180k - $220k
...questions that lead to innovation. As a Tax Director within PCS, you will be responsible for... ...develop and maintain relationships with clients throughout the tax process. Position Overview... ...leads tax planning and compliance services for high-net-worth individuals, families...Private clientFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...Private clientPrivate practiceWork at office$125k - $175k
Sacramento, CA / Santa Rosa, CA / San Francisco Bay AreaTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is... ...to ask the questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing, analyzing, and...Private clientPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours$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...Private clientWork at office$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...Private clientPrivate practiceWork at office- ...Tax Experienced Manager, Private Client & Family Office Services The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal...Private clientWork at officeImmediate start
$95k - $160k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Founders & Tech Executive Tax Supervisor role...Private clientFull timeLocal area- 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
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for...Private client
- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...Private 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...Private client
- The Client Specialist is a sophisticated wealth expert that focuses... ...appropriate JPMorgan Chase wealth services to best meet the objectives of... ...with wealth advisors and private client bankers, you will uncover... ...investments, family wealth, tax considerations, and other related...Private client
$220k - $250k
Jobot is seeking a senior tax advisor for a fully remote role in the U.S. with a salary range of $220,000-$250,000 per year. This position... ..., integrated tax planning for sophisticated High Net Worth clients, powered by modern technology to deliver proactive wealth...Remote job$150k - $210k
...EisnerAmper Tax Team Opportunity At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and... ...elections and treaty-based positions. Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...Private clientFixed term contractLocal area$95k - $185k
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations... ...& Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech Tax Manager based out of our East...Private clientWork at officeLocal area- Job Description The Client Specialist is a sophisticated wealth expert... ...JPMorgan Chase wealth services to best meet the objectives of... ...partnership with wealth advisors and private client bankers, you will... ...alternative investments, family wealth, tax considerations, and other...Private client
$200k - $300k
...28479552Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest...Private clientFull timeLocal area$157.04k - $235.56k
...United StatesSalary: $157,040.00 - $235,560.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Lending provides... ...and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions...Private clientFull time$250k
...27628288Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest trends...Private clientFull timeLocal area$250k
...18946320Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Grp Mgr is accountable for management of complex/critical/large...Private clientFull timeTemporary work- ...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...within public accountingMinimum of 2 years in a Partner or Director-level role at a public accounting firmExtensive...Private clientFull timePrivate practiceLocal area
- We’re seeking a Tax Director to lead and grow the Bay Area tax practice for a progressive, growth-focused accounting group that’s redefining how firms scale and deliver exceptional client service. This is a high-impact leadership role overseeing tax strategy, client relationships...Local area
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO)... ...wealth management space.Collaboration & Service Excellence: Establish and maintain effective...Private clientFull timeRemote work- ...Marsh McLennan Agency is seeking a Business Development Executive for Private Client Services in San Francisco. This role involves developing new business across regions, where you’ll lead sales calls and presentations, and perform market research to pursue key opportunities...Private client
$86k - $92k
...: R0019039**Position Overview**Bernstein Private Wealth Management is a premier investment... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...Private Wealth Associates are client service professionals who exhibit drive, ambition...Private clientFlexible hours$90k - $110k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths... ....comWhat you’ll be doingAs a Client Service Manager, you will support Private Wealth relationship management... ...gift requests, address changes, and tax reporting inquiries.Communicate effectively...Private clientFull timeRemote work- ...EisnerAmper Private Client Services (PCS) Staff I At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are... ...the preparation procedures of federal and state income tax returns. We are currently looking for entry-level professionals...Private clientTemporary workWork at officeLocal area
$85k - $110k
...Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management... ...the value that Aon delivers to clients through superior service, pricing, consultation, and reporting. Brokers and...Private clientFull timeTemporary workPart timeLocal areaRemote work- 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/...Private clientWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director - Private Client Services. Be the first to apply!
- senior tax director San Francisco, CA
- sales & use tax manager San Francisco, CA
- tax director San Francisco, CA
- remote tax manager San Francisco, CA
- state tax manager San Francisco, CA
- tax manager San Francisco, CA
- senior international tax manager San Francisco, CA
- indirect tax manager San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- transfer pricing tax manager San Francisco, CA


