Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Partner - Private Client Services (PCS)

$325k - $425k

Jobleads-US

Job Summary

At EisnerAmper, we are looking for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. We seek a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners. This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements.

Responsibilities

  • Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle.
  • Provide partner-level review, oversight, and sign‑off on federal, state, and local tax returns, ensuring technical excellence and risk management.
  • Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long‑term goals.
  • Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance.
  • Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business.
  • Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high‑quality service.
  • Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders.
  • Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements.
  • Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams.

Key Qualifications

  • Bachelor’s degree in Accounting or equivalent field.
  • CPA or JD.
  • 15+ years of progressive tax experience within public accounting.
  • Minimum of 2 years in a Partner or Director-level role at a public accounting firm.
  • Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses.
  • Demonstrated success in client relationship management and engagement leadership.

Preferred Qualifications

  • Master’s degree in Taxation, Accounting, or a related field.
  • Established book of business or a demonstrated track record of originating and growing client relationships.
  • Experience contributing to thought leadership, speaking engagements, or industry publications.
  • Exposure to technology-enabled tax solutions and process transformation initiatives.
  • Interest in firm leadership, practice growth, and long-term strategic impact.

Compensation and Location

For California, the expected salary range for this position is between $325,000.00 and $425,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Preferred Location: La Jolla.

EEO Statement

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. If you require assistance completing an employment application due to a disability, please contact View email address on click.appcast.io so that we can provide you with an accommodation or an alternative application process.

#J-18808-Ljbffr Jobleads-US
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Partner - Private Client Services (PCS) in San Diego, CA vacancy
  •  ...Andersen in San Diego, CA seeks an experienced Manager for its Private Client Services (PCS) practice. You will oversee multiple engagement teams, guide tax planning, and mentor junior staff while delivering thoughtful, compliant client service to high-net-worth families... 
    Tax
    Private client
    Private practice

    Andersen

    San Diego, CA
    3 days ago
  • $112k - $150k

     ...026-01-30Closes: 2027-01-30Job Summary:Private Client Services at BDO is a boutique practice within our...  ...well as other people with complicated tax and financial structures. The Private Client...  ...and develops sound recommendations for PCS leadershipDevelops and expands your... 
    Tax
    Private client
    Private practice
    Work at office

    BDO International

    San Diego, CA
    2 days ago
  •  ...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...  ...relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional... 
    Tax
    Private client
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    La Jolla, CA
    1 day ago
  •  ...a team, foster strong client relationships, prospect...  ...closely with Partners in an entrepreneurial...  ...values exceptional client service and tax expertise. Responsible...  ...such as hedge funds, private equity, and other investment...  ...Private Client Services (PCS) Team: The EisnerAmper... 
    Tax
    Private client
    Temporary work
    Local area

    EisnerAmper

    San Diego, CA
    4 days 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...  ...and develops sound recommendations for PCS leadership Develops and expands your understanding... 
    Tax
    Private client
    Private practice

    BDO USA, LLP

    San Diego, CA
    2 days ago
  • $132k - $190.1k

     ...the Boundless Horizons of Tax, Valuation, and Business Expertise...  ...among professional services organizations. You'll embark...  ...working with extraordinary clients spanning every industry, regardless...  ...!The RoleManagers in our Private Client Services (PCS) practice oversee multiple... 
    Tax
    Private client
    Full time
    Work experience placement
    Internship
    Private practice

    Andersen

    San Diego, CA
    3 days ago
  •  ...Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice...  .... You will plan, prepare, and deliver tax work for high-net-worth individuals,...  ...with Managers, Senior Managers, and Partners. Ideal candidates hold a Bachelor’s in... 
    Tax
    Private client

    Weaver

    San Diego, CA
    1 day ago
  •  ...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...  ...firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long... 
    Tax
    Private client
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    San Diego, CA
    2 days ago
  • $175k - $230k

     ...LevitZacks is looking for a Senior Tax Manager to take ownership...  ...with a clear path toward Partner. You’ll manage the client relationship, including...  ...since 1964. We work with privately held businesses and their...  ...depth, and responsive service. Team Leadership Supervise... 
    Tax
    Work at office
    Local area
    Flexible hours

    Ascend

    San Diego, CA
    3 days ago
  • $125k - $191k

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals...  ...at weaver.com. Position Profile Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client... 
    Tax
    Private client
    Flexible hours

    Weaver

    San Diego, CA
    1 day ago
  •  ...operate in the world behind private wealth. Since 1996,...  ..., and exceptional service. With more than 50 employees...  ...device compliance. Partner with IT leadership to...  ...serving private wealth clients, information security...  ...options available. ~ Tax-Advantaged Savings:... 
    Tax
    Private client
    Full time
    Flexible hours

    Plumb, Inc. Defunct

    La Jolla, CA
    3 days ago
  • $65k - $85k

     ...and financial administration services to high-net-worth and ultra-high...  ...traditional bill pay. Our clients often have complex financial lives...  ...to build experience in the private-wealth and family-office environment...  ...vision options available. ~ Tax-Advantaged Savings: Access to... 
    Tax
    Private client
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    Plumb

    San Diego, CA
    17 days ago
  • $300k

     ...Investigations Partner Or Senior Of Counsel (Portable Practice Required) Los Angeles, Oakland, Sacramento, or San Diego, California...  ...and confidential investigations for both public and private sector clients across California. The successful candidate will bring a... 
    Private client
    Visa sponsorship

    Fox Point Recruitment

    San Diego, CA
    4 days ago
  •  ...for wealthy individuals and business clients, giving them advice on taxes, following tax laws, and planning...  ...advisory teams to provide complete services for clients, including bookkeeping,...  ...build trust and keep client information private in a busy, client‑focused environment... 
    Tax
    Private client

    77 consultants

    San Diego, CA
    1 day ago
  • $32.21 - $41.16 per hour

     ...the World by providing expert guidance, tax preparation, and explanations of tax and...  ...returns with: \n \n Tax advice \n Full Service Business return preparation and signature...  ...(1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using... 
    Tax
    Seasonal work

    Intuit

    Chula Vista, CA
    10 days ago
  • Job DescriptionRPM Partners () is seeking a Managing Director with deep...  ...expertise to advise clients through complex, high-stakes situations...  ...exceptional client service and thought leadership in complex...  ...one of the largest accounting, tax, and business advisory firms,... 
    Tax
    Full time
    Local area

    EisnerAmper

    La Jolla, CA
    3 days ago
  • $36 - $43 per hour

     ...leading provider of professional services to the middle market globally,...  ...of change, empowering our clients and people to realize their full...  ...focuses on a wide range of tax specialty areas including accounting...  ...pass-through entity taxation, private client services, and not for... 
    Tax
    Private client
    Hourly pay
    Work experience placement
    Summer work
    Internship
    Local area

    RSM

    San Diego, CA
    1 day ago
  •  ...and treasury management services to small, middle market...  ...solutions to its clients and serves the Community...  ...Charitable Foundation and by partnering with organizations that...  ...portfolio of primarily private clients. Performs all...  ...long-term disability, pre-tax Health Savings Account... 
    Tax
    Private client
    Full time
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Banc of California

    San Diego, CA
    21 hours ago
  • $100k - $130k

     ...auxiliary organizations, and other public and private clients across California. The firm advises...  ...join a practice dedicated to public service, complex governance issues, and long-term...  ...and procurement laws, Proposition 218 (taxes, assessments, and fees etc.), and election... 
    Tax
    Private client
    Full time
    Local area

    McDougal Boehmer Foley Lyon Mitchell & Erickson

    La Mesa, CA
    3 days ago
  • $77k - $84k

     ...Position Overview Bernstein Private Wealth Management is a premier...  ...worth and ultra-high-net-worth clients. As an industry leader, we...  ...Wealth Associates are client service professionals who exhibit drive...  ...challenging opportunity to partner with Advisors to provide asset... 
    Private client
    Flexible hours

    AllianceBernstein L.P

    San Diego, CA
    2 days ago
  • $95k - $135k

    ## Tax SupervisorApplyremote type: Hybridlocations: San Diegotime type: Full timeposted...  ...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 Tax Supervisor role will... 
    Tax
    Private client
    Work at office
    Local area

    Withum

    San Diego, CA
    1 day ago
  • $205k - $260k

     ...Private Client and Tax Division Today, we are the only truly global law firm dedicated to the personal...  ...of our team, working closely with partners, paralegals, and other associates, serving...  ...performance and deliver excellent service consistently across the firm. We provide... 
    Tax
    Private client
    Local area

    Withers LLP

    San Diego, CA
    3 days ago
  •  ...President, Talent Acquisition Partner About the Company...  ...& Professional Services B2B Investment Management...  ...wealth planning tax planning and retirement...  ...Partner to join their Private Wealth Management team....  ...the company's Private Client business across the... 
    Tax
    Private client
    Local area

    Confidential

    San Diego, CA
    21 hours ago
  • $125k - $145k

     ...Tax SupervisorSan Diego, CAThe OpportunityLevitZacks...  ...increasingly complex client work while serving as a...  ...work closely with our Partners, oversee client relationships...  ...planning and advisory services.You'll become a core...  ....About AscendBacked by private equity from people-... 
    Tax
    Work at office
    Local area

    Ascend Together

    San Diego, CA
    3 days ago
  • $23.5 - $27.5 per hour

     ...Job Description Title: Private Client Group (Personal Lines) Account Associate Work Mode: Fully Remote for candidates able to work...  ...personal insurance needs. This role is responsible for policy servicing, administrative support, customer communications, and coordination... 
    Private client
    Hourly pay
    Work at office
    Remote work

    Insurance Office of America

    Imperial Beach, CA
    4 days ago
  • $250k

     ...is a fast-growing, multi-state tax and advisory firm serving high...  ...growing a practice, building client relationships, and showing up...  ...Opportunity Different Direct Partner Track within 3–5 years...  ...advanced tax planning and advisory services to high-net-worth individuals,... 
    Tax
    Full time
    Work at office
    Local area
    Relocation
    Flexible hours

    ACCUDATA & CO.

    San Diego, CA
    1 day ago
  • $60k - $125k

     ...Personal Lines Risk Advisor (Producer). Our client has built an outstanding reputation for delivering concierge-level service and sophisticated insurance solutions to high...  ...to affluent individuals and families while partnering with internal service teams to ensure exceptional... 
    Private client
    Flexible hours

    Acg Resources Adams Consulting Group

    San Diego, CA
    4 days ago
  • $260k - $310k

     ...1 categories of Chambers and Partners and Legal 500 for many years....  ...perspective and further complicated by tax or trust issues. The...  ...areas of the firm including Private Client & Tax, Trust Litigation,...  ...performance and deliver excellent service consistently across the firm.... 
    Tax
    Private client
    Contract work
    Work at office
    Local area

    Withers LLP

    San Diego, CA
    1 day ago
  • $190k - $250k

     ...Opportunity Join a premier boutique tax law practice representing...  ...litigation engagements with significant client responsibility. Work...  ...We believe exceptional client service starts with exceptional people. Our attorneys partner with business owners, executives... 
    Tax
    Work at office
    Remote work
    Relocation package
    Flexible hours

    Orion Placement

    San Diego, CA
    2 days ago
  • $70k - $110k

     ...Incendia Partners is seeking a Private Client Risk Advisor to grow and retain a high-net-worth client base. The role is remote with the candidate residing in Southern California and offers a salary range of $70-110K plus commission and bonus. You will develop relationships... 
    Private client
    Remote work

    Incendia Partners

    San Diego, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Partner - Private Client Services (PCS). Be the first to apply!