Tax Senior, Private Client Services (HNW Focus)
$84k - $110kBDO Capital Advisors LLC
A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting or finance and at least two years of tax experience. A CPA certification is preferred. The firm promotes a culture of growth and exceptional client service, offering a competitive salary range of $84,000 - $110,000 annually. #J-18808-Ljbffr
$98k - $128.69k
...Tax Senior Associate Are you interested in joining one of the... ...Would you like the ability to focus on one industry sector and... ...become an expert for your clients? If yes, consider joining Baker... ...working in the private client services space of Estate, Gift, and...SeniorTaxPrivate clientHigh net worthLocal area$141k - $290k
...Experience Weaver is a full-service national accounting,... ...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager... ...public accounting firm with a focus on high-net-worth...SeniorTaxPrivate clientHigh net worthImmediate startFlexible hours$56k - $132k
...Senior Account Executive NFP, an Aon company, is... ...Executive interacts with clients on a day-to-day basis while... ...structure, place, and service complex personal lines... ...the broader financial, tax, and asset-management... ...Our PeopleFirst culture focuses on building and...SeniorTaxPrivate clientHigh net worthRemote job$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working...SeniorTaxPrivate clientHigh net worthWork at office$86k - $107k
...Tax Senior BPM is where caring and community are central to everything... ...commitment to helping our clients and our people thrive. Our... ...Senior to join our growing Private Client Services (PCS) or Flowthrough... ...taxation ~ Experience with PCS (HNW/UHNW, trusts & estates) or...SeniorTaxPrivate clientHigh net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$120k - $130k
...oriented SeniorAssociate,Client Advisor to join our... ...with a team of senior wealth management... ...wealth such as estate, tax, cash flow,... ...involved in client servicing, financial analysis... ...family office, or private banking serving UHNW... ...Equal Opportunity Focus is an equal opportunity...SeniorTaxPrivate clientHigh net worthWork at officeLocal area- ...EisnerAmper is looking for a Tax Senior Manager in Pasadena to join our Private Client Services team. This role involves overseeing tax planning and compliance for ultra-high net worth individuals, particularly in financial services. The ideal candidate will have over...SeniorTaxPrivate clientHigh net worth
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The...SeniorTaxPrivate clientHigh net worth
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorTaxPrivate clientHigh net worth$250k - $300k
...Angeles seeks a highly experienced Senior Trusts and Estates Attorney to... ...trusts and estates law with a focus on estate planning for high-... ...individuals. This position is client-facing, involving the drafting... ...and providing strategic tax guidance. The salary range is...SeniorTaxHigh net worth- ...For:* Supervise a team, foster strong client relationships, prospect and contribute... ...environment that values exceptional client service and tax expertise.* Responsible for overseeing... ...services sector, such as hedge funds, private equity, and other investment-related individuals...SeniorTaxPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$127.9k - $291.9k
...global financial services marketplace and the... ...Organization (FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...dedicated tax technical services... ...EY's FSO EDGE Private practice provides... ...responsibilities A Senior Services Manager in...SeniorTaxPrivate clientHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$90k - $135k
...; our inclusive culture, the quality service we offer our clients, and our continued growth, all come from... .... Right from the beginning, we've focused on employing talented individuals and... ...primary day-to-day contact for assigned private client accounts, building strong and...SeniorPrivate clientHigh net worthWork at office- ...goals. EisnerAmper is seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...client service and taxexpertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth...SeniorTaxPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...advisory firm in Los Angeles seeks a seasoned tax professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor... ...responsibilities. Join a collaborative team focused on delivering impactful tax solutions while...SeniorTaxPrivate client
- ...leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while...SeniorTaxPrivate clientHigh net worth
$90k - $110k
...Tax Senior / Supervising Senior Associate At... ...help our people and clients pursue their... ...providing personalized service and building long-... ...tax issues for privately held businesses, including... ...a high net worth (HNW) practice to... ...decades, overriding focus: our people and...SeniorTaxHigh net worthLocal areaWorldwide$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorTaxPrivate clientHigh net worth- ...RSM US LLP in Glendale is seeking an experienced Tax Partner to join its Private Client Services practice. This position involves providing tax compliance and consulting services to high-net-worth families and their businesses. Candidates must possess extensive knowledge...TaxPrivate clientHigh net worthPrivate practice
- ...A leading accounting firm is seeking a Tax Partner to join its Private Client Services team in California. The role involves ensuring compliance, managing client consultations, and mentoring staff. Candidates must possess a Bachelor's degree, CPA or JD, and 12+ years of...SeniorTaxPrivate client
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...TaxPrivate clientHigh net worth- ...We are seeking a Tax Director to join our... ...with a specialized focus on not-for-profit tax, particularly private foundations. This is... ...private foundation client base by delivering... ...facing partners, and senior stakeholders to... ...Collaborate across service lines to support cross...TaxPrivate clientHigh net worthWork at officeLocal area
$145k - $245k
...s top professional services firms, CohnReznick... ...advisory, assurance, and tax with team members... ...to address clients’ unique business goals... ...opportunity for a Senior Tax Manager to join the team in our Private Client Services in... ...Services practice with a focus on tax services for...SeniorTaxPrivate clientWork experience placementPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...and the autonomy to reach your goals. We are seeking Tax Partners for our Private Client Services (PCS) team in our tri‑state locations. In this role you... ...location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape...TaxPrivate clientHigh net worthLocal area
$100k - $110k
...Job Description Private Client Legal Assistant (Trusts & Estates) Location... ...Organize trust records, tax filings, and asset... ...Experience in private client services or estate planning support... ...Polished, professional, and client-focused Proactive, detail-oriented...TaxPrivate clientHigh net worthWork at office- ...Private Client Advisor Our client, a rapidly growing and well... ...finance, real estate, taxes, and estate planning.... ...other departments, senior management, and professional... ...seamless client service. Oversee account opening... ...culture within a client-focused, family-oriented firm....TaxPrivate clientHigh net worthWork at officeLocal area
$200k - $250k
...firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted... ...year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years...SeniorTaxPrivate clientHigh net worthLocal area- ...Advisory LLC, located in Los Angeles, is seeking a tax professional to prepare and review tax returns for clients in the Entertainment Industry and high-net-worth... ...a diverse team committed to providing exceptional client service. #J-18808-Ljbffr Armanino Advisory LLCSeniorTaxHigh net worthFlexible hours
$125k - $150k
Senior Commercial Lines Account Manager - Real Estate Focus Department: Insurance & Financial Services Employment Type: Full Time Location: California Compensation: $125,000 -... ...and wholesale & retailers. Through our Private Client Services, we also provide specialized...SeniorPrivate clientFull timeWork experience placementWork at office- ...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... ...location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape...TaxPrivate clientHigh net worthWork experience placementPrivate practiceLocal area
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