Tax Manager: High‑Net‑Worth Client Services Lead
Mercer Advisors
Mercer Advisors is seeking a Tax Manager to enhance our Tax Team in Newport Beach, California. This position focuses on providing tax compliance services to high-net-worth clients, emphasizing client relationships and personalized service. The ideal candidate will have over 5 years of public accounting experience, a Bachelor’s degree in Accounting, and CPA/EA certification. We foster a supportive work environment and offer competitive compensation and benefits. #J-18808-Ljbffr Mercer Advisors
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...High net worth$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. We serve high net‑worth individuals, families, family offices... ..., and others with complex tax and financial structures.... ...Summary A Tax‑Experienced Manager, Private Client Services is...High net worthWork at office- Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients. This role requires a CPA or JD and at least 5 years of relevant experience in public accounting or law. The candidate will manage multiple...High net worth
$132k - $190.1k
...Boundless Horizons of Tax, Valuation, and... ...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...success! The Role Managers in our Private... ...legislative changes, and lead change effectively.... ...in a fast‑paced, high‑pressure...SuggestedFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$121k - $181.4k
...Overview Job Description As the Corporate Tax Manager, you’ll be a member of our corporate tax... ...the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line – all with the resources, environment...SuggestedInternshipSeasonal workWork at officeLocal area3 days per week- ...Markets trust and entity administration for high-net-worth private and institutional clients. You will serve as the primary client contact, manage daily administration, and process... ...direct client contact, strong customer service, and excellent #J-18808-Ljbffr Wilmington...High net worthWork experience placement
- ...Capital Markets trust administration for high-net-worth clients. You will oversee client relationships... ...in revenue activities, and manage client strategies as the primary contact... ...degree and a strong focus on customer service, alongside excellent communication and...High net worth
$80.75k - $95k
Tax Associate (Newport Beach, CA) Newport Beach Job Summary: The Tax Team at Mercer Advisors prides... .... The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals,...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$106k - $125k
Job Summary We are looking for a Tax Manager to join our Tax Team. The Tax group works... ...advisors to provide tax compliance services to high‑net‑worth clients. This role focuses on client... ...Manager is primarily responsible for leading client relationships, preparing, reviewing...High net worthTemporary workWork at officeLocal areaHome officeMonday to Friday$102.5k - $209.4k
...and entrepreneurial Federal Tax Consulting Services practice incorporates cutting... ...federal tax consulting to clients ranging from middle‑market companies... ...currently searching for a Manager to support projects in the... ...execute project work plans. Lead technical interviews with...Work at officeLocal areaRemote work$120k - $130k
...Tax Manager Location: Fully Remote (United States)... ...leadership career? Our client is a boutique tax... ...firm focused on helping high-net-worth and ultra-high-net-worth... ...to exceptional client service have made them a trusted... ...What You'll Do: • Lead and mentor a team of internal...High net worthLocal areaRemote work$127.7k - $269.3k
...delivering excellent service through innovation... ...across our audit, tax, and consulting groups... ...As a Senior Tax Manager, you will serve as... ...trusted advisor to clients within the construction... ...estate industries, leading the delivery of... ...engagements, manage high‑performing teams, and...Work at officeLocal areaRemote work$200k - $350k
...TRACK) - ORANGE COUNTY Lead Complex Cases. Build... ...California, including high-net-worth divorce cases, business... ...resolution. What You'll Do Manage a high-level family... ...and represent clients in mediation Mentor and... ...relationships through exceptional service and advocacy What You...High net worthWork from homeFlexible hours- A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver... ...-10 years of experience with high-net-worth clients, strong analytical skills... ...providing exceptional client service and growing the firm's...High net worth
$26.23 - $43.71 per hour
...Manufacturing Co is seeking a qualified individual to assist with Global Capital Markets administration, focusing on servicing high net-worth clients. You will oversee client relationships, resolve issues, and ensure compliance with corporate policies. The role requires...High net worthHourly pay- ...to support Global Capital Markets trust administration for high net-worth clients. The role involves overseeing client relationships, assisting... ..., and fostering connections with internal and external service partners. The ideal candidate will have a minimum of 4 years...High net worthWork experience placement
$220k - $300k
...As a member of the Private Client Services practice, Tax Directors oversee the efforts... ...with clients to manage expectations, ensure excellent... ...ensure deadlines are met, and lead change efforts effectively.... ...written and verbal. Proven high integrity and care to do the...Full timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$135k - $160k
...Overview Tax Manager USA: Irvine, CA | Hybrid Job Details... ...for advising clients on the tax implications... ...fee analysis and new service development Provide effective... ...S-Corp, Partnership, High Net Worth individual, C-Corp... ...Responsibilities Leading Managing and Holding...High net worthWork at office- ...This is a direct hire opportunity for an experienced Tax Manager to lead tax compliance, planning, and advisory services for a diverse client portfolio, including high-net-worth individuals, family offices, partnerships, corporations, and LLCs. This role partners closely...High net worthTemporary work
- ...Tax Manager Talley LLP Orange, California About the Firm... ...“Talley”)—is a full-service financial, tax, legal... ...Talley partners with clients as business advisors,... ..., their owners, and high net worth individuals, to manage... ...rapidly, becoming a leading Orange County professional...High net worth
$150k
...Tax Manager - HNWI - Trusts & Estates Location: Laguna Beach - Relocation assistance... ...reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses,... ...management experience. Proven client service and business development skills....High net worthWork at officeImmediate startRelocation packageFlexible hours$220k - $300k
...in Costa Mesa, California, seeks a Tax Director to oversee tax compliance and manage client relationships. This role entails preparing complex tax returns and leading a team of Associates while ensuring high standards of client service. The ideal candidate will have at...- ...About Our client is a full-service CPA firm that offers a wide range of accounting, tax, business advisory and consulting services with... ...Their partners and staff are highly qualified and have the... ...and guidance to tax staff. You manage and develop staff by assisting...Work at officeRemote work2 days per week
- ...Tax Manager – Talley LLP Location: Orange, California (Hybrid) Position Summary Understand and apply best practices for the firm’s... ...efficiencies. Review the firm’s complex returns. Assist partners and client service managers in managing tax relationships for complex clients....
- ...Corient, we help high- and ultra-high-net-worth individuals and families... ...and money management disciplines. Our... ...a differentiated client experience.If you... ...proactive communication, service, responsiveness,... ...-added insights* Lead client meetings,... ...services and tax optimization*...High net worthPermanent employmentTemporary workWork at office
$102.5k - $209.4k
...delivering excellent service through innovation... ...across our audit, tax, and consulting groups... ...services, to help management meet those... ...professional services to clients, including consulting... ...research Develop high‑level relationships... ...tax engagement teams Lead, mentor, and coach...Local areaRemote work$73.5k - $212.28k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...services to high-net-worth individuals and privately... ...unique strengths, and managing performance to deliver... .... You are expected to lead with integrity and authenticity...High net worthFull timeH1bWork at officeRemote work- Private Client Relationship Manager - Orange County, CA Newport Beach, CA, United... ...building and maintaining high-net-worth client relationships across... ...through exceptional service and targeted advice, providing... ...generate banking and investment leads Develop strong internal...High net worthFull timeTemporary workWork at officeLocal areaImmediate start
- Corient is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth and legacy through comprehensive... ...proactive communication, service, responsiveness, and value‑... ...transfer, family office services and tax optimization. Through a robust...High net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...Job Description Tax Manager – Fully Remote |... ...the Firm: Our client is a well-established... ..., and accounting services to a diverse client... ...working with a high-caliber client portfolio... ...: Lead and manage multiple... ...partnerships, and high-net-worth individuals. Provide...High net worthFull timeRemote workFlexible hours
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