More jobs:
Tax Manager, Private Client
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-10-13
Listing for:
Distinct | North America
Full Time
position Listed on 2026-10-13
Job specializations:
-
Finance & Banking
Tax Manager, Accounting & Finance, Accounting Manager -
Accounting
Tax Manager, Accounting & Finance, Accounting Manager
Job Description & How to Apply Below
At most firms the private client work is whatever is left once the companies are done. Somebody picks it up in March and puts it down again in April.
Not here. There's a proper private client and estates bench, a tax group big enough that 1041s, 706s and 709s are somebody's actual job, and a tax manager seat at $137k to $167k, hybrid, in Campbell. The honest bit: this is a bigger firm than most on my desk, so there's process, and process isn't everyone's thing.
Why this firm:- $137k to $167k, hybrid
- Private client and estate work as a service line, not an overflow
- Big enough to have specialists to ask, small enough that the partners know your name
- CCH Axcess and Pro System, so the tooling isn't the thing holding you up
- The biggest firm on this list by some way. Expect process and a bit of hierarchy
- Review on individual, trust and estate returns for wealthy families
- 1041s, 706s and 709s alongside the personal returns
- Planning with families and the advisers around them
- Managing seniors and reviewing their work
- 5 or more years of public accounting tax
- Private client, trust or estate experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×