Tax Manager – Private Client Services, HNW

CBIZ

Tax Manager overseeing private client services with CBIZ, providing consultation and managing engagements. Drive client development and team performance in a hybrid role.

Posted 5/1/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned

Requirements

What you’ll need

Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Tax Manager – Private Client Services, HNW 🔥 48 minutes ago 🏢🏡 Los Angeles – Hybrid 💵 $120k - $200k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned 🎯 Requirements
Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Supervisor, Client Support 🕒 Yesterday Waterworks 201 - 500 🛒 Retail 🛍️ eCommerce Website LinkedIn All Job Openings Supervisor leading a team of Client Support Specialists in a high-end creative environment at Waterworks. Ensuring operational excellence and delivering luxury service for clients in the assigned region. 🏢🏡 Los Angeles – Hybrid 💵 $70k - $75k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services 🦅 H1B Visa Sponsor Client Service Associate 🕒 3 days ago NFP, an Aon company 5001 - 10000 Website LinkedIn All Job Openings Client Service Associate at Lenox Advisors supporting Relationship Manager in wealth management. Involves client service processes, documentation, and coordination of business cases. 🏢🏡 Los Angeles – Hybrid 💵 $52k - $67k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services 🚫👨‍🎓 No degree required Client Services Associate 🕒 April 22 Axos Bank 1001 - 5000 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Client Services Associate I providing client support for Commercial Banking at Axos Bank. Managing inquiries, processing requests, and ensuring client satisfaction in a fast-paced environment. 🏢🏡 Los Angeles – Hybrid 💵 $66.6k - $71k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 📁 Client Services 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Coordinator, Talent Marketing – Client Services, Baseball 🕒 March 27 Wasserman 501 - 1000 ⚽ Sports Website LinkedIn All Job Openings Coordinator supporting talent marketing and client services at THE·TEAM, focusing on talent sales, public relations, and administrative operations in sports representation. 🏢🏡 Los Angeles – Hybrid 💵 $66k - $71k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor 🗣️🇪🇸 Spanish Required 🗣️🇯🇵 Japanese Required Tax Manager – Private Client Services 🕒 March 1 EisnerAmper 1001 - 5000 💸 Finance ☁️ SaaS Website LinkedIn All Job Openings Tax Manager joining EisnerAmper to oversee client engagements and review tax returns for compliance. Collaborating with clients and developing junior staff in a hybrid work model. 🏢🏡 Los Angeles – Hybrid 💵 $85k - $150k / year 💰 Debt Financing on 2021-08 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Applicant Tracking System Keywords

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Hard Skills & Tools

public accountingfinancial statementstax returnswork papersquality controlengagement budgetbillingrealization

Soft Skills

client relationship managementcommunicationteam environmentmentoringproblem-solvingpresentation skillsorganizational skills

Certifications

CPA