Senior Associate Private Client Services
$100k - $130kAndersen
divh2Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Youll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms./ppBut thats not all; were more than just a company; were a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top./ppWe believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, lets write the story of your success!/ph3The Role/h3pSenior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates./ppSenior Associates can expect to:/pulliReview and prepare complex tax returns;/liliEngage in the tax planning and consulting process;/liliCollaborate with engagement team to identify and research complex client issues and recommend solutions;/liliDraft technical tax memoranda;/liliProvide regular updates to clients;/liliAssist in project management of compliance and consulting engagements;/liliSupervise, train and mentor Associates and Interns; and/liliReceive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc./li/ulh3The Requirements/h3ulli2+ years of relevant tax experience;/liliBachelors and/or relevant advanced degree (MAcc, MST, JD); Accounting, Finance, Economics or related (Preferred). Minimum GPA: 3.0./liliAdvanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);/liliSelf-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and/liliProficient use of technology./li/ulpstrongCompensation and Benefits/strong/ppOur firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally./ppSalary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $100,000 to $130,000. Actual compensation will be determined based on the candidates qualifications, experience, and skill set./ppBenefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firms 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year./ppApplicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)./ppAndersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law./p/div
Andersen- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...SeniorPrivate client
- BDO USA is seeking a Tax Experienced Manager for their Private Client & Family Office Services in San Diego, California. The ideal candidate will manage finance engagements, oversee client relationships, and provide technical expertise in finance and accounting. The role...SeniorPrivate clientWork at office
$72k - $77k
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Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$88k - $125k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback...SeniorPrivate clientPrivate practiceWork at office$156k - $200k
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...presence among professional services organizations. You'll... ...working with extraordinary clients spanning every industry, regardless... ...success! The Role Senior Managers in our Private Client Services (PCS)... ...mentor, and evaluate Intern, Associate and Senior Associates; and...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which...SeniorPrivate clientWork at officeFlexible hours- ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...teaming focusing on service delivery for our clients. In... ...experience in handling hedge fund and Private equity K-1s Researching tax... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours- A leading wealth management firm in San Diego seeks a Private Wealth Associate to deliver high-level service to clients. The role requires 3+ years in financial services, client interaction skills, and a BA/BS degree preferred. Responsibilities include managing client accounts...Private client
$150k - $350k
...50 years, we have been recognized as one of the most prominent and successful full-service firms in the nation! We provide high quality legal work to public and private sector clients across a wide range of practice areas. If you're a CA licensed labor & employment looking...SeniorPrivate clientFlexible hours$56k - $132k
...retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier...SeniorPrivate client$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization... ...first approach. The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate client- A leading accounting firm in San Diego is seeking a Tax Manager for their Private Client Services. This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should...Private client
$112k - $150k
A leading financial services firm in San Diego is seeking a Tax Manager for its Private Client Services. The role involves managing tax engagements for high-net-worth individuals and requires excellent leadership and communication skills. Candidates should have a background...Private client- EisnerAmper in San Diego is seeking a Tax Partner for the Private Client Services practice. This role emphasizes delivering integrated tax advisory and compliance solutions to high net worth individuals and closely held businesses. The ideal candidate will possess a Bachelor...Private clientPrivate practice
$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager - Private Client Services. This role involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals. The ideal candidate should have a valid US CPA license, a minimum...SeniorPrivate clientRemote jobHourly paySeasonal work- The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data... ...loan underwriting process. They provide delightful customer service, ensuring understanding of the process by our clients and...SeniorWork at officeRemote workMonday to Friday
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AlphaCore Wealth Advisory in San Diego is seeking a Client Services & Operations Specialist to provide excellent service for ultra-high-net-worth clients. You will be responsible for onboarding clients, monitoring accounts, and ensuring superior service delivery. Candidates...Private client$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager within their Private Client Services team. The role involves tasks such as reviewing complex individual tax returns and income tax planning for high-net-worth clients. Candidates should possess a valid US CPA license...Private clientRemote jobHourly paySeasonal work- ...Private Wealth Associate Harrison Gray Search has been retained by one of the world's premier Private... ...Wealth Associate for their elite client service team. This isn't a "back-office"... .... You will be a Strategic Partner to senior Financial Advisors, directly impacting...
$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorFull timeWork at office- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...for training, supervising and ongoing development of associates and seniors. Prepare and review tax returns for individuals,...Private clientTemporary workPrivate practiceWork at office
$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageLocal areaNight shift$325k - $425k
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