Private Client Services TAX Manager Jobs in Costa Mesa, CA

Unlock your potential as a key member of our Tax Senior team, enhancing M&A transactions with your expertise in due diligence, tax strategies, and client engagement, while driving strategic tax adviso...

Transform tax strategies in M&A by leading due diligence, structuring, and integration. Drive engagement success, manage risks, and mentor peers while navigating diverse tax regulations for corporate...

Join a team that's committed to excellence by analyzing tax documents and preparing client deliverables, while leveraging your strong communication and technical skills to foster client relationships...

Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...

Join a high-impact team managing enterprise client relationships in financial services, driving platform adoption and revenue growth while collaborating across teams to enhance client success and deli...

Optimize client engagement and product utilization by leveraging insights and analytics to enhance adoption and retention in the legal sector, transforming customer experiences into long-term partners...

Strategize enterprise tax strategy and compliance, lead a high-performing team, and drive risk management across multiple markets, ensuring accurate executions while aligning tax initiatives with busi...

Drive tax compliance and planning efforts, leveraging formal training and teamwork to tackle complex client issues with innovative solutions while continuously developing technical skills and knowledg...

Lead the charge in executing innovative multi-channel demand generation campaigns within financial services, driving engagement and pipeline growth while collaborating across functions to achieve stra...

Bring your expertise to a dynamic tax team where you will manage client engagements and mentor junior staff while delivering comprehensive consulting and compliance services across multiple tax discip...

Partner with us to deliver exceptional client service, address inquiries, and support operations in a dynamic environment. You will manage client relationships and help achieve business objectives thr...

Unlock potential by joining our Tax Technology and Transformation team, where you will drive improvements in tax functions for financial services. Collaborate with clients to optimize operations using...

Lead the delivery of outsourced real estate fund accounting services, optimizing processes and managing client relationships. Mentor teams, enhance operational efficiency, and drive business transform...

Lead the management of diverse properties, driving exceptional performance and client satisfaction. Oversee daily operations, ensure financial goals are met, and mentor staff while collaborating close...

Pioneer renewable investing strategies that shape client relationships and drive growth. Oversee a talented team, influence market approaches, and enhance Crux's offerings while cultivating partnershi...

Advance your career by managing complex tax credit compliance projects. Collaborate with multi-stakeholders, oversee project timelines, and ensure compliance with IRA tax credits. Ideal for detail-ori...

Drive growth by implementing strategic business plans and nurturing relationships with financial advisors across your defined territory, leveraging both virtual and in-person interactions to achieve s...

Lead the charge in U.S. multistate tax compliance & planning. Collaborate with Finance & Legal teams to ensure timely filings, optimize tax positions, and manage audits. This senior role requires stra...

Unlock potential by defining and leading the go-to-market strategy for Financial Services, driving demand creation and pipeline growth through collaboration across disciplines, and ensuring strategic...

Transform client experiences by leading a dynamic engineering team to enhance account functionalities. Drive innovation and maintain operational excellence while delivering critical features vital to...

Champion client relationships by serving as a strategic partner, driving solution adoption and value realization. Lead account health monitoring, retention efforts, and internal cross-functional colla...

Transform client relationships by leading state and local indirect tax consulting. Oversee tax engagements and drive success through strategic advisory, compliance, and team development in a hybrid wo...

Lead the charge in transforming our CRM platform into an AI-native solution, enhancing efficiency and user experience across the global sales organization while collaborating with cross-functional tea...

Manage the daily valuations of client derivatives portfolios and oversee pricing controls for fund portfolios. Lead a team in ensuring timely, accurate, and compliant valuation processes while collabo...

Elevate client satisfaction by overseeing employee benefits management, ensuring successful renewals, and leading communications with clients and carriers to address their needs while fostering strong...