Tax Manager, Private Client Services - Estate & Trust Expert
BDO
BDO's Private Client Services in San Francisco delivers boutique tax consulting and compliance for high net-worth individuals and families, including estates, gifts, trusts, and executive compensation planning. The Tax Manager role focuses on managing engagements, collaborating with clients and advisors, and supervising associates while expanding PCS through business development and training. #J-18808-Ljbffr BDO
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Tax Manager, Private Client Services - Estate & Trust Expert in San Francisco, CA vacancy
$136k - $165k
Job Summary Private Client Services at BDO is a boutique practice within our... ...people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...planning. A Tax Experienced Manager, Private Client Services...Private clientPrivate practiceWork at office$112k - $150k
Job Description Private Client Services at BDO is a boutique practice within... ...people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...planning. Job Summary A Tax Manager, Private Client Services...Private clientPrivate practiceWork at office- Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining...Suggested
- ...Search is looking for a highly skilled Trusts and Estates Associate to join their team in San... ...involves advising high-net-worth clients on wealth transfer strategies and complex... ...6 years of relevant experience in private client services. Strong drafting and communication...Private client
- ...a highly skilled Trusts and Estates Associate to join... ...worth individuals, private foundations, and... .... Duties Advise clients on multi-generational... ...planning and tax optimization strategies... ...private client services. Independent... ...client relationship management. Proficient in...Private client
$110k - $210k
...the Power in the Plus! Job Description Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ..., R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you’ll...Private clientWork at officeLocal areaRemote work- BDO USA, LLP’s Private Client Services group seeks a Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. The role focuses on engagements, planning, and client advisory services within a boutique practice of the firm. You will oversee...Private client
$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate will...Private client- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
San Francisco, CA4 days ago $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- EisnerAmper is looking for a Tax Manager to join the Private Client Services practice in San Francisco. This pivotal role involves overseeing client engagements, reviewing complex returns, and mentoring team members in a hybrid work environment. Ideal candidates will have...Private clientPrivate practice
$120k - $230k
...join our sophisticated and growing tax practice. We are seeking Tax Managers with 6-10 years of experience... ...net worth individuals, complex private client services, fiduciary or private foundation... ...solutions for wealth preservation, estate planning, charitable...Private client- ...Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay... ...to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high... ...tax planning and advisory services to high-net-worth individuals...Private clientPrivate practiceWork at officeRemote workFlexible hours
$155.8k - $233.32k
...Development Director - Private... ...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...provide professional services through an alternative... ..., while building, managing, and expanding strong... ..., family offices, trusts, estates, foundations, and...Private clientPrivate practiceWork at officeLocal areaWorldwide- 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
- 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...Private clientFlexible hours
- Coastal Wave Recruiting seeks experienced Trusts & Estates attorneys for its client's expanding private client practice. This is a hybrid opportunity, ideal for those who want to engage in sophisticated planning and litigation work, alongside strong client relationships...Private clientPrivate practice
$106.25k - $125k
Tax Manager (Hybrid - San Francisco, CA) We are looking for a Tax Manager to join... ...advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves... ...for high-net-worth individuals, trusts, and businesses Create quarterly estimates...Temporary workWork at officeLocal areaHome officeMonday to Friday$95.5k - $195.4k
...moments, you're trusted to deliver... ...delivering excellent service through... ...across our audit, tax, and consulting... ...investment and estate planning vehicles... ...seeking a Tax Manager with deep expertise... ...in advising clients, managing sophisticated... ...to public and private entities while...Work at officeLocal areaRemote workWorldwide- Overview The Private Client experience at J.P. Morgan offers... ...a pathway to Wealth Management through comprehensive, expert planning. The Private... ...an integrated client service team to provide... ...allocation, diversification, trusts & estates, individual tax rules (both transfer...Private clientWork at office
$96k - $125k
Tax Experienced Senior, Private Client Services Private Client Services at BDO is a boutique practice within... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...as their communication, time management, leadership, technical, business...Private clientPrivate practiceWork at office- ...Tax Director – Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services... ...and Fiduciary returns. Oversee and manage the tax return process, including identification... ...in individual, fiduciary, estate, and gift taxation. Preferred/Desired...Private clientWork experience placementPrivate practiceLocal area
EisnerAmper
San Francisco, CA3 hours ago - ...Flexible by Location Our client is a nationally... ...firm seeking experienced Trusts & Estates attorneys to join its expanding private client practice across several... ...and generation-skipping tax planning Advising individuals... ...skills Ability to manage matters independently...Private clientPrivate practiceWork at officeFlexible hours
$200k - $250k
We are seeking an Estate Planning Advisor... ...Empirical Wealth Management’s integrated advisory... ...gift, and income tax knowledge with practical, client-facing advice in... ...subject-matter expert and trusted resource on... ...related areas (e.g., private client services, tax, or wealth management...Private client$120k - $230k
...Rimerman + Co. LLP in San Francisco is looking for experienced Tax Managers to join their innovative tax practice. Candidates should... ...working with ultra-high net worth individuals and complex private client services. Responsibilities include reviewing complex returns,...Private client$110k - $150k
...B assets under management, we seek to build... ..., manage our clients’ lives and legacies... ...financial and estate planning needs.... ...knowledge of trusts, such as... ...coordinate client tax data and documentation... ...in direct private investments, client... ...professional services experience....Private clientWork at office$150k - $300k
100% Remote Senior Tax Manager / 300k / CPA Salary: $150,... ...planning and compliance services to sophisticated clientele. We have clients located across the... ...background in tax review, estate planning, and business... ...individuals, S Corps, private foundations, and real estate...Remote jobPermanent employmentFlexible hours- EisnerAmper is looking for a Tax Director for their Private Client Services practice in San Francisco. This role involves overseeing the tax return process, reviewing projections, and mentoring staff accountants while providing exceptional tax services to private clients...Private clientPrivate practice
$91.22k - $172.99k
...leading advisory, tax and assurance firm, providing clients with a genuine... ...provide professional services through an... ...Baker Tilly as a Tax Manager with our Real Estate group, working from... ..., becoming an expert for the clients you... ...see yourself as a trusted business advisor,...Local area$132.7k - $303.2k
...global financial services marketplace and... ...with a range of clients from our most venerable... ...and Asset Management, Insurance, and Real Estate, Hospitality and... ...are trusted and flourish, and... ...providing dedicated tax technical services... ...subject matter expert. Oversee large...Work experience placementSummer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager, Private Client Services - Estate & Trust Expert. Be the first to apply!
Related searches
- tax manager San Francisco, CA
- transfer pricing tax manager San Francisco, CA
- remote tax manager San Francisco, CA
- state tax manager San Francisco, CA
- sales & use tax manager San Francisco, CA
- senior international tax manager San Francisco, CA
- senior tax director San Francisco, CA
- property tax manager San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- indirect tax manager San Francisco, CA