Private Client Tax Manager for High Net Worth | ESOP

BDO USA; San Diego (CA); On-site; USD 112,000 - 150,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan

Comprehensive benefits package

Opportunities for career advancement

Job summary

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.

Qualifications

• Five or more years of experience in accounting, finance, or law required.
• Experience with public accounting or private client services preferred.
• Possession of CPA, EA, or equivalent credential required.

Responsibilities

• Manage tax and consulting engagements and identify client needs.
• Review various tax returns and provide feedback to staff.
• Communicate with government agencies on complex matters.

Skills

Communication

Leadership

Time Management

Technical Skills

Business Development

People Skills

Education

Bachelor's degree in Accounting, Finance, Economics, or Statistics

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

SurePrep

BNA Portfolio

CCH IntelliConnect

Job description

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.