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
...Rosa, CA / San Francisco Bay AreaTax - Private Client Services (PCS) /Full-time /HybridBPM - where... ...questions that lead to innovation. As an Tax Manager, you will be responsible for reviewing... ...with Ultra High Net Worth (UHNW) individuals and families. This role involves...Private clientPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours$180k - $220k
...Long Beach City, CA / Irvine, CATax - Private Client Services (PCS) /Full-time /HybridBPM - where caring... ...that lead to innovation. As a Tax Director within PCS, you will be responsible... ...gift, and trust taxation. The director manages client relationships, ensuring exceptional...Private clientFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$112.3k - $170k
...leader in global mobility services. Our purpose is to ‘... ...rare opportunity for our clients, stakeholders and... ...streamline and effectively manage their global mobility programs... ...risk assessment for tax, immigration, business... ...plus6-8 years of U.S. private client tax experience,...Private clientWork at officeRemote work$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$90k - $120k
...Commercial Account Executive to manage a portfolio of middle-market commercial clients.. Location : Sacramento area... ...changes, endorsements, and client servicing Act as day-to-day contact for... ...Lines Insurance, Personal Lines/Private Client, and Employee Benefits,...Private clientWork at officeLocal area$52.6k - $98k
...Private Client Advisor Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...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$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- CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Full time
$130k - $160k
Job Title: Tax ManagerLocation: Sacramento, CAHours: Full-TimeWork... ...Business Journal. We have clients in various industries including Real Estate, Non-Profit, Private Businesses, HNWI, Employee Benefit... ...for an experienced Tax Manager to come join our team. You will...Temporary workSummer work$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...Work at officeLocal areaRemote workWorldwide$91k - $321.5k
...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...their tax positions.In private tax at PwC, you will focus on providing... ...the owners of PwC. As a Senior Manager you are expected to lead large...Full timeH1bRemote work$90k - $150k
...Direct message the job poster from Hunt Leadership Search Our client, a large privately held manufacturing and distribution company with more than... ...U.S. and foreign entities, has engaged us to bring them a Tax Manager. This position reports to the Tax Director who we have...Full timeLocal areaRemote work$102.5k - $209.4k
...Description Crowe has expanded its service offerings, and as a result, we are hiring for our Tax Accounting Services within our... ..., and audit services to help management meet those challenges.... ...Deliver professional services to clients, including consulting, tax planning...Work at officeLocal areaRemote work- ...growing our Federal Income Tax Consulting practice—focused... ...the Director and/or Senior Manager levels who are currently working... ...provisions for public and private companies.In Ryan's... ...provide income tax consulting services to corporate clients. Depending on level, you may...Full timeFlexible hours
$110k - $170k
...Sacramento CPA firm builds a referral-only client base of centimillionaires and high-net-... ...Why CPAs thrive here Focused on domestic tax (no international entanglements) Transparent... ...Accounting This isn’t just another Tax Manager position. It’s a rare opportunity to join...Full time- ...top 10 national professional services firm where our purpose is to create... ...every day, for our clients, our people, and our communities... ...wealth advisory, digital, audit, tax, consulting, and outsourcing services... ...opportunities in this Tax Manager/Director role: Consult with...Full time
$44k - $115k
...-edge solutions to our clients. As a key player in the... ...closely with sales and service teams to promote Relation... ...Ultra High Net Worth (UHNW) criteria and... ...appropriate routing to Private Client or Personal Lines... ...client risk profiles. Manages end-to-end new business...Private clientWork at officeLocal area$153.43k - $332.7k
...dynamic team at one of the worlds top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond... ....KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities:Provide...Local area$150k - $200k
...Job Description Job Description Senior Tax Manager Location: Sacramento, CA Salary Range: $... ...accounting to deliver innovative and attentive services across many specializations. As a Tax Manager, you’ll lead client engagements and collaborate with partners on...Full timeTemporary workLocal area$99k - $266k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...transition. Our team helps our clients design and implement personal and customised service plans that are unique... ...key issues like wealth management, compliance, cash flow...Full timeContract workH1b- ...investigations involving sensitive personnel and governance issues Manage investigations from intake through final reports Prepare... ...findings and written reports Advise public and private sector clients Qualifications: JD and licensed to practice in CA Extensive...Private client
$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,...Private clientMinimum wageLocal areaRemote workNight shift$124k - $335k
...SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior... ...SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...our clients' needs. As a Senior Manager you are expected to lead large...Full timeH1b$73.5k - $212.28k
...LevelManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ..., leveraging team member’s unique strengths, and managing performance to deliver on client expectations....Full timeH1bLocal area$99k - $266k
...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...SummaryA career in our Financial Services Tax practice, within Corporate Tax... ...with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business...Full timeH1bLocal areaOverseas$124k - $335k
...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...SummaryA career in our Financial Services Tax practice, within Corporate Tax... ...with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business...Full timeH1bLocal areaOverseas- ...expanding and growing our Employment Tax Practice in both Employment Tax Consulting... ...levels - Consultant, Sr. Consultant, Manager and Senior Manager. We are also... ...compliance, appeals, and tax advisory services for assigned clients. The team maintains existing client relationships...Full timeLocal area
- ...about us: We are a full-service accounting firm founded in... ...serve a diverse range of clients, including nonprofits, private businesses, government... ...offering comprehensive audit, tax, and advisory services. At... .... Job Details Tax Manager We are seeking an...Local areaFlexible hours
$120k - $130k
...advertising agency leader who builds trusted client relationships and ensures exceptional... ...Misfit is seeking a Director of Client Services to lead significant client relationships... ...creative, media, video and project-management teams. Ensure commitments are delivered...Full timeWork at office2 days per week$90k - $150k
...Accounting firm in the area is looking to add a Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to... ...to utilize firm technology to enhance client service Tax Manager Compensation: ~$90,000-$1...
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