Private Client Tax Manager — Lead & Grow Wealth
Socket.dev
Andersen Tax LLC in the United States seeks experienced Managers for Private Client Services to oversee engagement teams serving wealthy families, family offices, and related entities. You will lead business development, ensure client satisfaction, and guide complex tax work. You will review complex federal/state returns, draft technical memoranda, and mentor junior staff, while benefiting from formal PCS training and strong opportunities for career growth. #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Tax Manager — Lead & Grow Wealth in Houston, TX vacancy
- BDO USA, LLP is seeking a Tax Manager for their Private Client Services in Houston, Texas. The ideal candidate will manage tax and consulting engagements for high net-worth clients, ensuring compliance with complex tax structures. Applicants should have a Bachelor’s degree...Private clientWork at office
- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward... ...the client’s unique needs. PKF specializes in mid‑sized growing companies as well as publicly traded companies and individuals...Private clientFull timeWork at officeLocal area
$95.5k - $195.4k
...of our DNA across our audit, tax, and consulting groups. That'... ...industry. Job Description: As a Private Client Service Tax Managerinvolved... ...special projects. The Tax Manager is responsible for the compliance... ...skills Ability to manage and grow strong client relationships...Private clientWork at officeLocal areaWorldwide- ...is seeking a full-time Senior Tax Manager in the Greater Houston area... ...and preparation for various clients, including individuals and corporations... .... Responsibilities include leading tax staff, managing projects,... ...tax advice. Join a fast-growing firm known for personalized...SuggestedFull time
- Job Summary:The Senior Tax Manager is responsible for providing... ...services to business clients with pass through... ...estate and gift tax and wealth retention strategies, as... .../or public accounting, private industry accounting or... ...to helping one another grow and succeed. Here, you’...Private clientWork at office
- ...posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing... ...banking, lending, and wealth solutions aligned with... ...Responsibilities Manage and grow a portfolio of high-value... ...internal specialists. Lead client conversations with advanced...Private clientFull timeWork at office
First Horizon
Houston, TX19 hours ago - PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...Private clientFlexible hours
- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns... ...held business and family business clients - all with the resources,... ...and competing priorities in a rapidly growing, fast-paced, interactive, results-based...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$95.4k - $180.4k
We are the leading provider of professional... ...empowering our clients and people to... ...along their wealth journey and assist... ..., risk management, privacy/data security... ...to strategic tax planning, business... ...with private client or business... ...with a desire to grow skills in the private...Private clientFull timeWork experience placementInternshipWork at officeLocal area- Crowe is seeking a Private Client Service Tax Manager to lead compliance and consulting on a range of projects. Strong technical and communication skills are essential, including tax research, planning, and supervising returns for individuals, trusts, and investment entities...Private clientWork at office
$100.35k - $205k
...services to individual clients and their trusts,... ...solutions to complex tax issues? Do you not only... ...career with Deloitte’s growing Private Wealth practice! Recruiting for... ...What You’ll Do As a Tax Manager in our Private Wealth... ..., as well prepare and lead client meetings on compliance...Private practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...to help our clients meet their tax obligations while managing the impact tax has on... ...engagements.Initiate and lead open conversations... ...expected to join a growing team with the top asset...Full timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...to help our clients meet their tax obligations while managing the impact tax has on... ...exciting and rapidly growing industry to help clients... ...Reduction Act.We’re leading the way as...Full timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...and guidance to clients on tax planning, compliance... ...strengths, and managing performance to... ...expectations. With your growing knowledge of how business... ...You are expected to lead with integrity and...Full timeH1b- ...into every result - for our clients and you. Here, we go... ...attest offerings, including tax and advisory services. In... ...page. Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and... ...priorities in a rapidly growing, fast-paced, interactive,...Work at officeFlexible hours2 days per week
$120k - $195k
AI Adoption & Engagement Lead (Manager or Sr. Manager) Join to apply for... ...consulting firm, partnering with clients to solve the world’s most... ...teams partner with public- and private-sector clients to create... ...where you have the freedom to grow in a world of opportunity. As...Private clientFull timeWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours$112k - $150k
Private Client Services at BDO is a boutique practice within our firm.... ...other people with complicated tax and financial structures.... ...life insurance planning. A Tax Manager, Private Client Services is... ...grants employees the chance to grow their wealth over time as their shares...Private clientPrivate practiceWork at office$126.1k - $253k
We are the leading provider of professional... ...change, empowering our clients and people to... ...estate and income tax planning and compliance... .... As a Tax Senior Manager, you will be... ...services including wealth transfer, charitable... ...an emphasis on private client taxation including...Private clientFull timeWork experience placementInternshipLocal area- JPMorgan Chase in Houston seeks a Branch Banker for Private Client to build lasting client relationships and provide education and advice tailored to financial needs. You will work with specialists to connect clients to experts, promote self-service access, and ensure...Private client
- Chase is seeking a Private Client Banker to manage affluent clients within a branch setting. You will build and deepen banking relationships, provide education and advice tailored to client needs, and coordinate with specialty teams to deliver comprehensive financial solutions...Private client
- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is... ...commitment to helping one another grow and succeed. Here, you’ll...Private clientPrivate practiceWork at office
- ...Bank, N.A. in Houston, TX is seeking a Private Banker to build and strengthen long-term... ...recommend solutions aligned with client goals and priorities, measuring success... ...satisfaction and growth in deposits, credit, and wealth management. The role involves expanding the client...Private client
- A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns and providing... ...tax planning strategies for high-net-worth clients. Candidates should have 6-10 years of tax...
$80k - $400k
Wealth Advisor - Associate / Lead / Senior (Houston Expansion - 90 Warm Leads... ...with a rapidly growing fiduciary RIA that’s... ...in Texas. Led by a Managing Director repeatedly... ...with new and existing clients (no cold calling - 9... ...fiduciary advising, or private banking experience....Full timeWork at officeFlexible hours$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management - Renewable Energy Tax Senior... ...pivotal role in advising clients on their local and... ...leverage your skills to lead large projects, innovate...Full timeH1bLocal area- Creative Financial Staffing, LLC seeks a Senior Tax Manager to lead complex tax engagements for high‑net‑worth and private client services. You’ll guide planning, structuring, and transaction strategy while mentoring teams and ensuring compliance across jurisdictions. You...Private client
$200k - $300k
Weaver is seeking a talented Tax Director to provide federal tax compliance and planning services to high-net-worth individuals and privately held businesses in Texas. The ideal candidate will have a CPA certification and over 9 years of relevant experience. This role...Private client- ...Senior Private Client Relationship Manager Job Category : Banking Requisition Number : SENIO017452 Posted :... ...building, preserving, and managing their wealth. You will utilize our financial... ...About Us First Horizon Corporation is a leading regional financial services company,...Private clientFull timeTemporary workWork experience placementLocal area
First-Horizon-Bank
Houston, TX4 days ago - ...Description: Withum's Tax Services Group is made... ...as International and Private Client services. We... ...an Oil & Gas Tax Senior Manager based out of our Houston... ..., you will take a lead role on all aspects of... ...is to help our clients grow and thrive - to be in a...Private clientWork at officeLocal area
Withum
Houston, TX2 days ago - Trustmark Bank is seeking a Wealth Advisor in Houston, Texas, responsible for designing and delivering tailored wealth strategies... ...net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Manager — Lead & Grow Wealth. Be the first to apply!
Related searches
- client executive Houston, TX
- client solutions executive Houston, TX
- client relationship manager Houston, TX
- client manager Houston, TX
- member engagement manager Houston, TX
- client services coordinator Houston, TX
- engagement manager Houston, TX
- client finance manager Houston, TX
- senior client services manager Houston, TX
- engagement director Houston, TX