Tax Manager, Private Client Services
BDO USA LLP
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and completes tasks both individually and with a team Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master's degree in Accountancy or Taxation, preferred #J-18808-Ljbffr BDO USA, LLP
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at officeBDO International
San Francisco, CA2 days ago- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
EisnerAmper
San Francisco, CA1 day ago - ...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 client...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
San Francisco, CA4 days ago $128k - $168k
...CA / Walnut Creek, CA / Berkeley, CA / San Jose, CATax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is... ...compelled to ask the questions that lead to innovation. As a Tax Manager within BPM's Private Client Services (PCS) practice, you...Private clientFull timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hoursBPM
Berkeley, CA3 days ago- ...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... ...firms in the industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
EisnerAmper
San Francisco, CA2 days ago - ...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... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientWork experience placementPrivate practiceLocal area
EisnerAmper
San Francisco, CA5 days ago $150k - $210k
...industry You will have the flexibility to manage your days in support of our commitment... ...for:Review of international tax compliance forms such as Forms 3520, 35... ...treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border...Private clientFull timeFixed term contractLocal areaEisnerAmper
San Francisco, CA3 days ago$105.38k - $215.38k
...Summary Are you a tax professional who enjoys... ...? If so, this Tax Manager opportunity within Deloitte... ...our Individual Tax Services - High Net Worth group,... ...when needed.Build strong client relationships through clear... ...-worth individuals or private clients.Strong client...Private clientWork at officeLocal areaDeloitte
San Francisco, CA3 days ago- 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... ...State Individual and Fiduciary returns. Oversee and manage the tax return process, including identification and resolution...Private clientWork experience placementPrivate practiceLocal area
$95k - $160k
...in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...Credit, as well as International and Private Client services. This Founders & Tech Executive... ...as a trusted advisor, managing client relationships through proactive...Private clientFull timeLocal areaWithum Smith+Brown
San Francisco, CA3 days ago- BPM LLP seeks a Tax Manager within the Private Client Services (PCS) practice to advise high-net-worth individuals, families, business owners, executives, and family offices on complex tax matters and wealth preservation. You will lead sophisticated tax compliance and...Private clientRemote jobPrivate practiceLocal areaFlexible hours
- 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
BDO International
San Francisco, CA4 days ago $150k - $200k
...in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...Credit, as well as International and Private Client services. As aFounders & Tech Executive... ...variety of clients and diverse industries Managing multiple engagements concurrently with...Private clientFull timeWork at officeLocal areaWithum Smith+Brown
San Francisco, CA2 days ago$135k - $230k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of one of our Los Angeles, CA...Private clientFull timeLocal areaWithum Smith+Brown
San Francisco, CA3 days ago$190k - $220k
...Senior Tax ManagerA sophisticated tax, accounting, and advisory... ...practice is adding a Senior Tax Manager after another year of organic... ...ultimately equity ownership.The client work is equally compelling.... ...family offices and real estate private equity sponsors, with significant...Private clientWork at officeLocal areaRemote workFlexible hoursTalnt LLC
San Francisco, CA3 days ago$200k - $235k
...s 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. This Corporate Tax Senior Manager - Provisions will be based out of our San...Private clientFull timeWork at officeLocal areaWithum Smith+Brown
San Francisco, CA3 days ago- IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net...Private clientLocal area
Arthur J. Gallagher & Co.
San Francisco, CA1 day ago $82.99k - $108.93k
...Tax Experienced Associate In Private Client Services/Private Wealth Are you interested in joining one of the fastest growing public accounting firms? Would... ...~ Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship...Private clientLocal areaVisa sponsorship- ...Private Client Service Manager Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals...Private clientLocal area
Arthur J. Gallagher & Co.
San Francisco, CA1 day ago $112.88k - $179.48k
...your career. Let’s see what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration with and in support of the... ...to support timely resolution.Tracks team metrics, analyzes service-level trends, and implements solutions to maintain...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation packageDLA Piper
San Francisco, CA2 days ago- ...Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance &... ...you’re just curious about the market. Private Client Service Associate📍 San Francisco, CA (... ...week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus +...Private clientWork at office3 days per week
Robert Half
San Francisco, CA5 days ago $79.8k - $168k
...timePosted: 2026-06-24Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that... ...engagements are executed timely and that client expectations are met, if not... ...engagements related to transactions that private equity and strategic corporate...BDO International
San Francisco, CA3 days ago$170k - $270k
...timePosted: 2026-09-23Job Summary:The Tax Senior Manager, Transaction Advisory Services is an essential team member that... ...are executed timely and that client expectations are met, if not exceeded... ...engagements related to transactions that private equity and strategic corporate...BDO International
San Francisco, CA3 days ago- ...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
$110k - $210k
...s 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 clientFull timeWork at officeLocal areaRemote workWithum Smith+Brown
San Francisco, CA3 days ago$115k - $165k
Job Summary:The Core Tax Services (“CTS”) Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating... ...and auditing ASC740 computations for both privately held and publicly traded clients, required...Work at officeLocal areaBDO International
San Francisco, CA2 days ago$150k - $190k
...to doing what’s right for our clients.At CIBC, we embrace your... ....comWhat you'll be doingAs a Private Wealth Business Development Officer... ...closely with Relationship Managers, Investment and Wealth Specialists... ...space.Collaboration & Service Excellence: Establish and maintain...Private clientFull timeRemote workCIBC Bank
San Francisco, CA1 day ago- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...as well as their communication, time management, leadership, technical, business...Private clientPrivate practiceWork at office
BDO International
San Francisco, CA1 day ago $86k - $92k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...Private Wealth Associates are client service professionals who exhibit drive, ambition...Private clientFlexible hoursAllianceBernstein
San Francisco, CA1 day ago$180k - $230k
...Firm that is dedicated to bringing our clients much needed services not offered at most firms. We are well... .... Our services do include traditional Tax, Auditing, and Advisory. Why join us... ...tax practice is looking for Senior Tax Managers with 7+ years of experience serving...Local areaRemote work3 days per week
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