UHNW Tax Manager, Private Client Services
Bpmcpa
Bpmcpa is seeking a Tax Manager for its Private Client Services team in Sacramento, focusing on Ultra High Net Worth individuals. The role entails managing complex tax planning and compliance for trusts, estates, and partnerships. The ideal candidate will have over 4 years of public accounting experience, CPA or EA certification, and strong analytical skills. Benefits include relocation assistance, flexible work arrangements, and professional development opportunities. #J-18808-Ljbffr Bpmcpa
$125k - $175k
BPM LLP is seeking a dedicated and experienced Tax Manager to join their Private Client Services team in Sacramento, California. The successful candidate will focus on tax planning and compliance for Ultra High Net Worth individuals, ensuring optimal client relationships...Private clientRemote jobFlexible hours$125k - $175k
...lead to innovation. As an Tax Manager, you will be responsible for... ...maintain relationships with clients throughout the tax process.... ...Tax Manager to join our Private Client Services (PCS) team, working exclusively... ...with Ultra High Net Worth (UHNW) individuals and families....Private clientSummer workLocal areaImmediate startRemote workRelocation packageFlexible hours- ...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...Private clientTemporary workPrivate practiceWork at officeLocal area
$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Private clientFlexible hours$95.5k - $195.4k
...80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we... ...of our industry. Job Description As a Private Client Service Tax Manager involved in both compliance and consulting...Private clientWork at officeLocal areaRemote work- Crowe is seeking a Private Client Service Tax Manager to join our team in Sacramento, California. The role involves tax compliance and consulting across various projects, requiring strong technical and communication skills. You'll manage client engagements, provide tax...Private client
- ...leading global consultancy is looking for a Tax Manager specialized in Indirect Tax to join... ...provide expert guidance on unclaimed property services, enhancing compliance and optimizing tax... ...communication skills are essential for client interactions and team leadership. This...Flexible hours
- A global professional services firm is seeking an experienced Property Tax Manager to join their team. This role involves advising on indirect tax regulatory changes and managing compliance frameworks. You will lead workstream delivery, develop solutions to complex tax...
- EY is looking for a Manager in Tax - Indirect - License Compliance Services to drive solutions and manage client deliverables. With a minimum of 8 years in professional services, you will ensure client satisfaction and lead junior staff while utilizing EY methodologies...
- ...Senior Manager – Tax Accounting Services This role is a Senior Manager within the Tax Accounting Services (TAS) department, responsible for managing ASC740 projects and providing high‑level client advisory services. Responsibilities Manage and execute ASC740 projects....Work at officeLocal areaRemote work
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and Transaction Services practice is comprised of three... ...competencies focused on advising corporate and private equity clients on all aspects of their capital agenda...Private clientWork experience placementSummer holidayFlexible hours$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...North America, we combine the personalized service model of a local consultant with the... ...important information about their risk management needs and financial loss tolerance,...Private clientMinimum wageLocal areaNight shift$102.5k - $209.4k
..., delivering excellent service through innovation has... ...DNA across our audit, tax, and consulting groups.... ...federal tax consulting to clients ranging from middle-... ...currently searching for a Manager to support projects in... ...services to public and private entities while also helping...Work at officeLocal areaRemote workWorldwide- ...Purpose The Manager of Dispatch & Client Services is responsible for the overall performance, compliance, and effectiveness of the company’s scheduling, dispatch, and client/owner service functions. This role provides operational oversight, leads and develops dispatch...Work at officeShift work
$52.6k - $98k
...different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan... ...America, we combine the personalized service model of a local consultant with the... ...important information about their risk management needs and financial loss tolerance, then...Private clientMinimum wageLocal areaNight shift$74.38k - $92.98k
Remote, Nationwide - Seeking Manager, Client Services Everybody Has A Role To Play In Transforming Healthcare At Vituity you are part of a larger team that is driven by our purpose to improve lives. We are dedicated to transforming healthcare through our culture by working...Remote jobTemporary workWork at officeLocal areaNight shift$148k - $185k
...transformative change in healthcare. What We’re Looking For: The Manager, Client Success will be working with designated clients to ensure... ..., managing day-to-day needs and ensuring smooth delivery of services. Lead and coach a team of account managers that service Datavant...Flexible hours- RadNet, Inc. is seeking a Service Manager for the Sacramento region to oversee customer service operations and a team of service technicians. The manager will ensure client satisfaction, support service delivery by meeting expectations, and maintain operational efficiency...
$93.1k - $173.4k
...impact every day. Learn more about what makes us different and how you can thrive as a Business Development Executive at MMA Private Client Services National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Private clientMinimum wageFull timeLocal areaNight shift- ...Sacramento, California is seeking a Senior Case Manager to collaborate with panelists in managing... ...growth, and maintaining professional client communication. The ideal candidate will... ...include providing exceptional client service and identifying new business opportunities...
$70.3k - $75k
A leading insurance provider is looking for a Personal Lines Account Manager to oversee client service, manage insurance policies, and mentor team members. This fully remote position requires a minimum of 5 years of industry experience and active licensing. The ideal candidate...Remote jobWork at office$93.1k - $173.4k
...impact every day. Learn more about what makes us different and how you can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Private clientMinimum wageLocal areaNight shift- PRIVATE CLIENT ADVISOR - AGRIBUSINESS - WEALTH MANAGEMENT GROUP Full-time Location: Between Fresno and Sacramento market areas Experience: 5-7 years... ...and offer relevant banking products and services, coordinating with tax, legal, and estate professionals. Expand client...Private clientFull timeRelocation
$102.5k - $209.4k
..., delivering excellent service through innovation has... ...DNA across our audit, tax, and consulting groups.... ...audit services, to help management meet those challenges.... ...professional services to clients, including consulting,... ...services to public and private entities while also helping...Local areaWorldwide$91.7k - $168.1k
Location: Anywhere in Country Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice is made up of a team of professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this...Summer holidayFlexible hours$106k - $183k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...(Baker Tilly) provide professional services through an alternative practice... ...Baker Tilly as an experienced Tax Manager with our Healthcare team based out...Local areaWorldwide- ...Private Client Advisor- Agribusiness- Wealth Management Group Full-time Company Description Financial Services - Commercial Banking Job Description Private Client Advisor- Agribusiness... ..., in connections with client's tax, legal, and estate planning...Private clientFull time
$70k - $80k
Foundation Risk Partners is seeking a Commercial Lines Account Manager to join their George Petersen Insurance team in Auburn, CA. In this role, you will assist Producers and clients with all servicing needs while maintaining effective relationships with all business contacts...$200k - $270k
About BKF BKF is a multi-service infrastructure consulting firm providing... ..., government, and federal clients for over 110 years. At BKF,... ...infrastructure. Financial Management Under the guidance of the Market... ...with key public and private sector clients. Project Oversight...Private clientWork at officeLocal area$102.1k - $187k
...to go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting... ...redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants...Summer holidayWork at officeRemote workFlexible hours
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