Private Client Tax Manager for High Net Worth | ESOP
BDO USA
A leading accounting firm in San Diego is seeking a Tax Manager for their Private Client Services. This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should have strong leadership skills, a relevant degree, and extensive experience in accounting and finance. The firm values individuality and offers opportunities for professional growth while ensuring meaningful connections with clients within a collaborative team environment. #J-18808-Ljbffr BDO USA
- BDO USA, LLP is seeking a Tax Manager in Private Client Services in California to lead tax compliance and consulting for high net-worth clients. You will manage engagements, work with clients and advisors, review returns, and supervise staff while developing business relationships...Private clientHigh net worth
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique... ...firm. Offering a high touch approach, we... ...serving high net-worth individuals, their... ...with complicated tax and financial structures... ...planning.A Tax Manager, Private Client... ...are proud to be an ESOP company, offering...Private clientHigh net worthPrivate practiceWork at office$150k - $210k
...will have the flexibility to manage your days in support of our... ...for: Review of international tax compliance forms and working... ...Collaborate with the Private Client Services and Trust & Estate... ...market companies, as well as high net worth individuals, family offices,...Private clientHigh net worthFixed term contractLocal area- ...individuals and business clients, giving them advice on taxes, following tax laws, and planning... ...how to set up businesses, manage estates and trusts, and... ...for businesses and high‑income individuals. Experience... ...and keep client information private in a busy, client‑focused...Private clientHigh net worth
- EisnerAmper LLP seeks a Tax Senior Manager to join the Private Client Services team, overseeing multiple client engagements and leading a team of tax... ...staff, provide tax planning and compliance for ultra-high-net-worth individuals, and serve as primary reviewer of complex...Private clientHigh net worthFlexible hours
- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership... ...managing tax and consulting engagements for high net-worth clients, reviewing tax returns, and supervising project...Private clientHigh net worth
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting... ...Our goal is to balance high development with high... ...! We serve a variety of clients in multiple industries from private equity-backed clients... ...large businesses to high-net-worth individual clients. Our...Private clientHigh net worthImmediate startFlexible hours- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple client engagements... .... Oversee tax planning and compliance for ultra‑high net‑worth individuals and families, with emphasis on clients...Private clientHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
- ...Tax ManagerAt EisnerAmper, we look for individuals who welcome new ideas, encourage... ...goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are... ...owned, closely held businesses and high net worth individuals with the solutions they...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...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... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...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... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$132k - $190.1k
Andersen is seeking a Manager in our Private Client Services practice in San Diego, CA. The Manager will oversee... ...multiple engagement teams, ensuring high-quality service for sophisticated... ...managing client communications, conducting tax return reviews, and mentoring junior...Private clientPrivate practice$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...people with complicated tax and financial structures... ...planning. A Tax Manager, Private Client Services...Private clientHigh net worthPrivate practiceWork at office$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... ...entertainers, and others with complex tax and financial structures.... ...Summary A Tax‑Experienced Manager, Private Client Services is...Private clientHigh net worthWork at office- EisnerAmper seeks a Tax Partner in San Diego, focusing on high net worth individuals and family offices. This senior role requires leadership in... ...compliance and advisory services, emphasizing client relationship management and business development. You'll be part of a...Private clientHigh net worth
$95k - $135k
## Tax SupervisorApplyremote type: Hybridlocations: San Diegotime... ...well as International and Private Client services. This Tax... ...income tax returns* Preparing high net worth individual returns* Reviewing... ...client relationships* Ability to manage multiple engagements and...Private clientHigh net worthWork at officeLocal area$180k - $220k
...PCS Tax Director BPM – where caring and community is in our... ...maintain relationships with clients throughout the tax process.... ...and compliance services for high-net-worth individuals, families, and closely... ...trust taxation. The director manages client relationships,...Private clientHigh net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$90k - $143k
...Our goal is to balance high development with high performance... ...Profile Weaver’s Private Client Services (PCS) team is looking for Tax a Senior Associate or... ...at Weaver helps clients manage and preserve their personal... ...tax returns for high-net-worth individuals, trusts, estates...Private clientHigh net worthWork at officeFlexible hours$200k
...a commission, a target, or a manager's nod. In this role, that answer is the work. Alpha is a private K-12 school network. Students... ...from selective institutions; high-net-worth consumer closers serving families... ...real estate agents, private client advisors, or premium practice...Private clientHigh net worthFull timeWork at officeLocal areaImmediate startRemote workRelocationVisa sponsorship$96k - $125k
JOB DESCRIPTION Private Client Services at BDO is a... ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...with complicated tax and financial... ...communication, time management, leadership,... ...are proud to be an ESOP company, offering...Private clientHigh net worthPrivate practiceWork at office- Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the... ...You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners....Private clientHigh net worth
- BDO USA, Private Client Services in San Diego, seeks a Tax Experienced Senior to provide tax compliance and consulting for high net-worth clients, estates, trusts, and related entities. The role emphasizes education, leadership, client service, and business development...Private clientHigh net worth
- ...Tax-Exempt Organizations / Nonprofit Associate... ...tax-exempt organization clients.Responsibilities:Advise... ...statusAdvise on private foundation rules, UBIT... ...communication skillsAbility to manage multiple matters and... ...planning for high-net-worth individuals and businessesTransactional...Private clientHigh net worthPrivate practiceWork at office
- ...Seeking a Tax Manager with experience to prepare and review complex tax returns, manage client relationships, identify tax planning opportunities, and support the growth... ...Own client relationships for a portfolio of high-net-worth individuals, S corporation owners, and...High net worth
- ...High-Performing Tax ManagerAre you ready to take your tax expertise to the next level with a dynamic, client-focused team? We're seeking a high-performing Tax Manager who thrives in public accounting and has a passion... ...corporations, and high-net-worth individuals.Be a...High net worthLocal area
$150k - $200k
...Senior Tax Manager Company: Boutique CPA Firm Compensation: $150,000 - $200,000 + discretionary... ...directly with business owners and high-net-worth individuals, providing both tax compliance... ...strong technical tax expertise, a client-service mindset, and the ability to independently...High net worthRemote work- ...Senior Tax ManagerA well-established public accounting and... ...is looking for a Senior Tax Manager to take ownership of key client relationships, lead complex... ....You'll work directly with privately held businesses, business owners, and high-net-worth individuals across...High net worth
$107.16k - $226.32k
...team at one of the worlds top tax firms. Enjoy a collaborative... ...Join a diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Manager to join our Business Tax Services... ..., corporations and high net-worth individuals and familiesExperience...High net worthLocal area- ...level role emphasizes comprehensive planning over high-volume activity, delivering sophisticated guidance to high-net-worth individuals and families. You'll collaborate... ...leveraging leading planning tools to build deeper client relationships and provide a true white-glove...Private clientHigh net worthWork at office
- ...EisnerAmper is seeking a Tax Manager in our Affordable... ...serves a wide range of clients with specific needs including real estate private equity funds, public and... ...opportunity to join a high-performing, high-growth... ...companies, as well as high net worth individuals, family offices...High net worthFull timeLocal areaRemote work
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