Manager - Private Client Services
$138.3k - $172.8kAndersen Tax, LLC
Application NoticeWe encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleManagers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.Managers can expect to:Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;Conduct primary and secondary review of complex tax returns – including federal and state filings;Draft technical tax memoranda;Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; andReceive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.The Requirements4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);Advanced credential allowing for IRS client representation (i.e. CPA or JD);Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; andProficient use of technology.Compensation and BenefitsOur firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.Salary Range: For individuals hired to work in Los Angeles, the expected base salary range for this role is $138,300 to $172,800. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as...Private clientWork at office
$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...Private clientFlexible hours$136k - $165k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...retirement, and life insurance planning.A Tax Experienced Manager, Private Client Services is responsible for utilizing their...Private clientPrivate practiceWork at office- ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
- ...bottom – we give you the tools you need to succeed and the 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 with the capacity to efficiently oversee multiple client...Private clientTemporary workPrivate practiceWork at officeLocal area
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high... ...cash‑flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their...Private clientPrivate practiceWork at office$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices, C‑Suite... ...cash‑flow, retirement, and life insurance planning. A Tax Manager will use their education, experience, communication, time‑...Private clientWork at office- Job Title Tax Manager - Private Client Services (PCS) Practice Responsibilities Develop and manage client engagements, preparing and reviewing tax returns for individuals, partnerships, corporations and other entities. Train, supervise and develop associates and senior...Private clientPrivate practiceWork at officeLocal areaFlexible hours
- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We... ...firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientWork experience placementPrivate practiceLocal area
$200k - $300k
...The Weaver Experience Weaver is a full‑service national accounting, advisory and consulting... ...level to join our growing firm! A Private Client Services Director provides federal tax compliance... ...or related field Proven ability to manage, mentor, and develop staff Strong...Private clientFlexible hours$107.16k - $226.32k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private Clients - Japanese to join our Business Tax Services practice.Responsibilities:Support clients...Private clientPrivate practiceLocal area- ...Tax Director – Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will... ...Federal and State Individual and Fiduciary returns. Oversee and manage the tax return process, including identification and...Private clientWork experience placementPrivate practiceLocal area
$100k - $120k
...is an excellent opportunity for a client-focused insurance professional who... ...delivering exceptional white-glove service. Responsibilities Manage a portfolio of high-net-worth personal... ...carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Travelers, Nationwide...Private clientLocal area$200k - $300k
...United StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal... ...and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth...Private clientFull timeLocal area$250k
...United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is... ...distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth...Private clientFull timeLocal area$250k
...United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Invst Counselor Sr Principal is... ...distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth...Private clientFull timeLocal area- ...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...Partner to join our expanding Private Client Services (PCS) / High... ...financial growth efforts and manage a book of businessSuccessful...Private clientFull timeWork at officeLocal area
$135k - $195.35k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...Baker Tilly (BT) as a Family Office Senior Manager!Our Family Office practice provides accounting...Full timeWork at officeLocal areaWorldwide$265k - $320k
...Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team... ..., or fiduciary matters is strongly preferredAbility to manage frequent direct client and advisor interaction with professionalism...Private clientFull time- ...Account Manager In a rapidly changing world, HUB advises businesses... ...solutions that put our clients in control. Our growing team... ...our Personal Lines team. Our service team plays a vital role in ensuring... ..., Chubb/ACE and Nationwide Private Client) ~ Currently...Private clientWork at officeLocal areaFlexible hours
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private client
$110k - $215k
...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...needs and the full array of Private Bank's capabilities, establishing... ...include executing the Client Management Process and partnering across...Private clientWork at officeFlexible hoursShift workDay shift$137.4k - $240.4k
...provide innovative financial services and guidance to the world’s most... ...world’s most sophisticated clients using leading technology and... ...family office, business owner and private investment office client... ...focusing on trust and investment management solutions.Utilizes business...Private clientWork at officeLocal areaFlexible hours- ...insurance solutions that put our clients in control. Our growing team of professionals... ...seeking an experienced Account Manager to join our Personal Lines team. Our service team plays a vital role in... ..., AIG, Chubb/ACE and Nationwide Private Client) * currently licensed (in...Private clientWork at officeLocal areaFlexible hours
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say... ...providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely...Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$225k - $325k
...the nation’s top professional services firms, CohnReznick creates... ...organizations optimize performance, manage risk, and maximize value... ...relationships, solutions to address clients’ unique business goals and... ...a Director to join our Private Client Services team within...Private clientPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...DescriptionResponsibilities include but are not limited to: Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.Partner and... ...to communicate effectively to both external clients as well as internal technical project teams....Work at office
- ...building and maintaining high-net-worth client relationships across banking, lending, and... ...investments? This is a unique opportunity to manage and maintain relationships with clients... ...client relationships through exceptional service and targeted advice, providing a path for...Private clientTemporary workWork at officeLocal areaImmediate start
$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication...Private client$70k - $110k
...with entertainment/business manager experience. This role is fully... ...requires EPIC, entertainment clients and business manager firm experience... ...expectations Actively service/retain existing accounts to... ...Minimum of 2 years’ experience in Private Client insurance, Possess...Private clientFull timeRemote work
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