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BDO USA
San Antonio, TX, United States
Tax Managing Director, Private Client Services Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people w
Job Source: BDO USAPwC
San Antonio, TX, United States
Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director Job Description & Summary A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operation
Job Source: PwCPwC
San Antonio
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help im
Job Source: PwCAllianceBernstein Holding LP
San Antonio, TX, United States
Who We Are As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition
Job Source: AllianceBernstein Holding LPElite Sourcing LLC
San Antonio, TX, United States
Elite Sourcing LLC is seeking an experienced and strategic Tax Director to join our team. As a Tax Director, you will play a critical role in shaping the tax strategy of our clients and driving business growth. This is a leadership position that requires strong technical expertise, excellent communication skills, and the ability to build and mainta
Job Source: Elite Sourcing LLCTri-Starr Talent
San Antonio, TX, United States
TriStarr Talent has the pleasure of representing a forward-thinking accounting firm dedicated to excellence and innovation who is seeking a Tax Director to join their team. This pivotal role offers a defined pathway to becoming a partner within two years with the potential to take on the role of managing partner as part of a long-term succession p
Job Source: Tri-Starr TalentDeacon Recruiting
San Antonio, TX, United States
Job Description Tax Director-Partnership Track Location: San Antonio, TX THIS COMPANY OFFERS... Well-established, local public accounting firm unique like no other! Values family time with work/life balance Highly collaborative environment known for their commitment to employee development and continuing education Investment in the San Antonio c
Job Source: Deacon RecruitingPwC
San Antonio
**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help im
Job Source: PwCSan Antonio, TX, United States
Description & Requirements
Forvis Mazars’ Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert.
How You Will Contribute
Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
Developing, building, and managing client relationships as part of the proposal process
Participating in networking activities to further expand business opportunities and client relationships
As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges
Assisting with managing, developing, and coaching professional tax staff
Reviewing and managing projects prepared by tax associates and seniors
Effectively delegating responsibilities to others, monitoring efforts of engagement teams
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
We are looking for people who have Forward Vision and:
Dedication to client service
Excellent supervisory and time management skills
Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
Built a community of external advisors with which to network
Minimum Qualifications
9 years or more of related experience in public accounting, law firm, or trust department
Bachelor or graduate degree in accounting, finance, or related field
CPA license or J.D. degree and bar admission
Experience managing multiple client engagements
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Email Alert for Tax Director | Private Client jobs in San Antonio, TX, United States
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