Senior Tax Manager - Private Client Services
$175k - $210kAndersen
Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—apply where you envision building your future. Senior Managers In Private Client Services (PCS) Senior Managers oversee multiple engagement teams for a wide range of sophisticated clients, including wealthy families, family offices, owner‑operated businesses, alternative investment principals, trusts and estates. Senior Managers Can Expect To Engage in business development activities (e.g., prepare proposals, present webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients). Maintain communication with clients to ensure satisfaction, meet deadlines, stay current on legislative changes, and lead change effectively. Conduct primary and secondary reviews of complex tax returns – including federal and state filings. Draft technical tax memoranda. Supervise, train, mentor, and evaluate interns, associates, and senior associates. Receive formal PCS and on‑the‑job training in daily interactions with top tax leaders to learn about legislative changes, wealth‑transfer techniques, charitable giving strategies, buy/sell‑agreement planning, and more. The Requirements 6+ years relevant work experience in an accounting firm, with at least 5 years in private client work. Bachelor’s and/or advanced degree in Accounting, Finance, Economics, or a related field (preferred). Advanced credential that allows client representation before the Internal Revenue Service (e.g., CPA or JD). Self‑starter with initiative to seek opportunities and ability to work successfully in a fast‑paced, high‑pressure environment. Proficient use of technology. Compensation And Benefits Our firm offers a competitive base salary and a comprehensive benefits package designed to support well‑being, growth, and long‑term success. Salary Range For individuals hired to work in Orange County, California, the expected base salary range for this role is $175,000 – $210,000. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set. Benefits Employees and their families are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. The firm offers 200 hours of paid time off annually, along with twelve paid holidays each calendar year. Applicants 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). Andersen 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.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
#J-18808-Ljbffr Andersen- ...Responsible For: Supervise a team, foster strong client relationships, prospect and contribute... ...that values exceptional client service and tax expertise. Oversee tax planning and... ...financial services sector (hedge funds, private equity, and other investment‑related individuals...SeniorPrivate clientLocal area
- ...seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...~ You will have the flexibility to manage your days in support of our commitment... ...~ Responsible for overseeing tax planning and compliance functions for ultra...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- ...you need to succeed and the autonomy to reach your goals. Tax Manager – Private Client Services (PCS) We are seeking a dynamic individual with the... ...supervise, and engage in ongoing development of associates and seniors. Prepare and review tax returns for individuals,...Private clientLocal area
- ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a... ...ongoing development of associates and seniors. Prepare and review tax returns...Private clientTemporary workPrivate practiceWork at officeLocal area
$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our... ..., and others with complex tax and financial structures. The... ...Job Summary A Tax‑Experienced Manager, Private Client Services is... ...Supervises associates and senior associates on all projects....Private clientWork at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...other people with complicated tax and financial structures.... ...life insurance planning. A Tax Manager, Private Client Services is... ...: Supervises associates and senior associates on all projects Reviews...Private clientPrivate practiceWork at office$127.9k - $291.9k
...global financial services marketplace and the... ...side with a range of clients from our most... ...Wealth and Asset Management, Insurance, Real Estate... ...dedicated tax technical services... ...EY's FSO EDGE Private practice provides... ...responsibilities A Senior Services Manager in...SeniorPrivate clientFull timePrivate practiceSummer holidayLocal areaFlexible hours$132k - $190.1k
Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee multiple engagement teams, ensuring high... ...include managing client communications, conducting tax return reviews, and mentoring junior staff. Ideal candidates...Private clientPrivate practice- ...individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...how to set up businesses, manage estates and trusts, and... ...teams to provide complete services for clients, including... ...and keep client information private in a busy, client‑focused...SeniorPrivate client
$56k - $132k
...address their most significant risk, workforce, wealth management and retirement challenges through custom solutions... .... To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate client$160k
NorthPoint Search Group is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting for a notable manufacturing company in San Diego. This role involves managing the tax provision process and mentoring a growing team. The ideal candidate will have at least 10 years...Senior- A global professional services firm seeks a Property Tax Manager to play a pivotal role in a dynamic team. This position involves advising on tax regulatory changes, developing strategies, and managing client relationships. Candidates should have a Bachelor's degree with...
- ...We are committed to understanding our clients' needs and challenges, and to... ...philosophy is simple: Provide exceptional tax and accounting services in a personal, proactive manner. Why... ...training to junior staff members. 5. Manage multiple clients, budgets and...SeniorLocal areaFlexible hours
$135k - $200k
...Power in the Plus! Withum's Tax Services Group is made up of a brilliant team... ..., as well as International and Private Client services. As a Tax Manager based out of our San Diego, or San... ...prepares by tax staff and/or seniors for accuracy Researchingand...Private clientWork at officeLocal area- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...The firm serves a diverse portfolio of clients across industries and is looking for a... ...strategic tax planning and compliance services , identifying opportunities for savings...SeniorFull timeRemote workFlexible hours
- Charles Schwab located in San Diego is seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. The role focuses on providing clients with personalized, fee-based investment advice while mentoring junior team members. The ideal candidate should...Senior
$125k - $165k
...CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As... ...A Tax Manager provides client service, relationship management, and... ...and mentors staff and seniors through training and effective...16 hoursFull timeSeasonal workFlexible hours- Citrin Cooperman in San Diego, CA is seeking a Tax Staff in our Private Client Services (PCS) Department. The role involves preparing tax returns, assisting with audits, and collaborating with other tax professionals. A Bachelor's degree is required, and a Master's in...Private client
$160k
...Senior Tax Accounting Manager – North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax provision processes for a growing team of nine. What You’ll Do: Lead quarterly...Senior- ...Job Description A reputable Public Accounting firm in the area is looking to add a Senior Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity...SeniorLocal area
$72k - $77k
...Bernstein Private Wealth Management is a premier investment management firm advising... ...and ultra-high-net-worth clients. As an industry leader, we... ...Associates are client service professionals who exhibit drive... ...Collaborate and network with senior professionals throughout...Private clientFlexible hours- ...most importantly, the flexibility to manage your personal and professional life... ...most to you!We are seeking a Tax Staff in our Private Client Services (PCS) Department at our San Diego,... ...financial informationCommunicate with Senior and/or Manager on work status and client...Private client
- Banc of California is seeking a candidate to manage a portfolio of private clients in San Diego, California. The role involves developing relationships, providing financial advice, and ensuring adherence to compliance laws. The ideal candidate will have a Bachelor's degree...SeniorPrivate client
$120 - $150 per hour
...build a better working world. Seasonal Tax Manager - State and Local Tax - Indirect The... ...your expertise to help support our clients. In return, you can expect the support... ...record of excellence in a professional services or tax organization We’re interested...SeniorHourly paySeasonal workLocal areaRemote workFlexible hours- ...We are seeking a Senior Fund Accountant to join... ...largest real estate private equity fund administrator... ...and providing clients with exceptional services. What it Means to... ...have the flexibility to manage your days in support... ...general accounting and tax planning to outsourced...SeniorPrivate clientLocal area
$100k - $150k
Lavine Lofgren Morris & Engelberg Llp is seeking an experienced tax professional in La Jolla, CA. Responsibilities include reviewing federal and state income taxes and preparing documents for submission to tax authorities. A CPA certification and a Master’s Degree in Taxation...Senior$102.3k - $150k
A leading tax advisory firm seeks a Core Tax Services (CTS) Manager in San Diego, California. This role involves advising clients on tax implications, ensuring compliance, and managing relationships. The ideal candidate will hold a Bachelor's degree in Accounting or Taxation...Senior$125k - $290k
...The Weaver Experience Weaver is a full-service national accounting, advisory and... ...Profile Weaver is looking for a Commercial Tax Manager or Senior Manager with extensive partnership... ...skills Ability to attract and service new clients and expand services to existing...SeniorFlexible hours- ...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...Private client
$52.6k - $98k
...Private Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, top workplace culture... ...America, we combine the personalized service model of a local consultant with the global... ...important information about their risk management needs and financial loss tolerance,...Private clientMinimum wageLocal areaNight shift
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