Senior Tax and Consulting Services Manager

3 weeks ago


Sherman Oaks, California, United States Eide Bailly Full time

Job Summary

We are seeking a seasoned professional with extensive experience in managing relationships with high-net-worth individuals, families, and family offices.

The ideal candidate will have a strong track record of business development, team leadership, and technical expertise in tax planning and compliance.

As the Business Management and Family Office Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our high-net-worth clientele while establishing Eide Bailly as an industry leader in this space.

Key Responsibilities

  • Developing and maintaining relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
  • Leading compliance and consulting services for clients, including technical review of complex tax returns, proactive tax planning, and strategic consulting on issues such as estate planning and business succession.
  • Managing multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
  • Establishing growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
  • Overseeing client engagement staffing, billings/collections, and ensuring profitability targets are met.
  • Utilizing entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.

Requirements

  • Years of experience in Professional Services, with specific expertise in working with high-net-worth individuals and families.
  • Proven business development and revenue growth experience.
  • Proven track record in developing and growing high net worth/family business office groups.
  • Experience hiring, managing, and growing high-performing teams.
  • Willingness to travel extensively (25-75% depending on client demand).
  • Licensed CPA or JD/LLM with an undergraduate degree in Accounting or Law.
  • Authorized to work in the United States now or in the future without visa sponsorship.

About Eide Bailly

Eide Bailly is a leading professional services firm dedicated to serving high-net-worth individuals and families. We offer a comprehensive range of tax and consulting services, including business development, team leadership, and technical expertise in tax planning and compliance.

What We Offer

  • Generous paid time off
  • Comprehensive medical, dental, and vision insurance
  • 401(k) profit sharing
  • Life and disability insurance
  • Lifestyle spending account
  • Certification incentives
  • Education assistance
  • Referral program

  • Tax Consultant

    3 weeks ago


    Sherman Oaks, California, United States Eide Bailly Full time

    We are seeking a highly skilled Tax Consultant to join our high-net-worth tax practice. As a Tax Consultant, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next.A typical day as a Tax Consultant might include the following:Preparing individual, fiduciary, estate, and...

  • Tax Senior Manager

    4 weeks ago


    Sherman Oaks, California, United States Eide Bailly Full time

    About Eide BaillyEide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. Our firm is built on a foundation of collaboration, innovation, and a passion for serving our clients.Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be...

  • Tax Manager

    3 weeks ago


    Sherman Oaks, California, United States Eide Bailly Full time

    About the RoleEide Bailly is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for leading a team of tax professionals and providing expert tax advice to our clients.Key Responsibilities:Lead a team of tax professionals to ensure accurate and timely tax returnsProvide expert tax advice to clients and ensure...

  • Tax Professional

    4 weeks ago


    Sherman Oaks, California, United States Eide Bailly Full time

    About Eide BaillyEide Bailly is a leading CPA and business advisory firm with a strong commitment to fostering a people-first culture. Founded in 1917, we have over 40 offices across 17 states, providing a diverse range of services to clients across various industries.Why Work with Us?Culture: We value respect, trust, support, integrity, professionalism,...


  • Thousand Oaks, California, United States Aditi Consulting Full time

    Job Title: Senior Change Management SpecialistWe are seeking a highly skilled and creative Senior Change Management Specialist to join our team at Aditi Consulting. As a key member of our organization, you will play a crucial role in developing comprehensive communication and training materials to support organizational change initiatives.Key...


  • Sherman Oaks, California, United States Eide Bailly Full time

    About the RoleWe are seeking a seasoned professional to lead our Business Management and Family Office Group, providing comprehensive tax and consulting services to high-net-worth individuals and families.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth individuals, families, and family offices, serving as the primary point of...


  • Sherman Oaks, California, United States Eide Bailly Full time

    Job Summary:We are seeking a seasoned professional to lead our Business Management and Family Office Group. As the Business Management and Family Office Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our high-net-worth clientele while establishing Eide Bailly as...


  • Sherman Oaks, California, United States Eide Bailly Full time

    About Eide BaillyEide Bailly is a leading CPA and business advisory firm with a strong presence in the nation. Founded in 1917, we have over 40 offices across 17 states, with a team of dedicated professionals who are passionate about living fulfilling lives both in and out of the office.Our CultureWe strive to foster an environment that is centered around...


  • Sherman Oaks, California, United States Eide Bailly Full time

    About the RoleWe are seeking a highly organized and detail-oriented Tax Administrative Lead to join our team at Eide Bailly. As a key member of our administrative team, you will be responsible for providing exceptional support to our tax professionals and ensuring the smooth operation of our office.Key ResponsibilitiesProvide administrative support to tax...


  • Thousand Oaks, California, United States Aditi Consulting Full time

    Job Title: Senior Change Management SpecialistLocation: RemoteDuration: 2+ months (likely will be a 1-year extension)Description:We are seeking a highly skilled Senior Change Management Specialist to assist in developing comprehensive communication and training materials to support organizational change initiatives. This role requires proficiency in advanced...


  • Thousand Oaks, California, United States Aditi Consulting Full time

    Job Title: Project Manager SeniorLocation: RemoteDuration: 2+ months (likely will be a 1-year extension)Description:We are seeking a highly skilled and creative Change Management & Advanced Graphic Design Support Specialist to assist in developing comprehensive communication and training materials to support organizational change initiatives.Key...


  • Sherman Oaks, California, United States Virtual Full time

    Director of Financial Reporting – VirtualVirtual is seeking an experienced Director of Financial Reporting to join their team. In this role, the Director of Financial Reporting will be responsible for financial reporting and month-end close.To be successful in this role, the Director of Financial Reporting will need to be detail-oriented and have great...

  • Beauty Consultant

    3 weeks ago


    Sherman Oaks, California, United States LVMH Full time

    Job Title: Beauty Advisor - FlexAbout the Role:As a Beauty Advisor at Sephora, you will be responsible for providing personalized beauty consultations to clients, demonstrating product application, and staying current with beauty trends. You will also be expected to deliver exceptional client service, participate in sales and promotional events, and maintain...


  • Sherman Oaks, California, United States Career Movement Full time

    We are seeking an experienced Senior Human Resources Manager to lead our HR team in Sherman Oaks, CA.This is an onsite role that requires a seasoned HR professional with 8+ years of experience, including at least 4 years in a leadership role.The ideal candidate will have expertise in executive-level recruitment and interfacing with company leadership, as...

  • Senior Sales Manager

    4 weeks ago


    Sherman Oaks, California, United States Comscore Full time

    As a key member of the Comscore team, the Senior Sales Manager will play a pivotal role in driving business growth and revenue expansion. Reporting to the Vice President, Business Relations, this individual will be responsible for developing and executing effective sales strategies to meet and exceed sales targets.The ideal candidate will possess a strong...


  • Sherman Oaks, California, United States United Legwear and Apparel Company Full time

    Job DescriptionAt United Legwear and Apparel Company, we're driven by a passion for delivering exceptional products and customer experiences. As a Sales Advisor, you'll play a key role in upholding our brand's high standards and driving sales.Key ResponsibilitiesProvide exceptional customer service, ensuring a high-quality shopping experience for every...


  • Sherman Oaks, California, United States Alera Group Full time

    Shomer Insurance Services, an Alera Group Company, is seeking a seasoned Commercial Lines Account Manager to join their Property & Casualty team. A background in the Senior Care or Real Estate industries is highly desirable. This role offers the opportunity to work remotely.Are you looking to be part of a company where you have exciting opportunities to...


  • Thousand Oaks, California, United States Aditi Consulting Full time

    Job SummaryAditi Consulting is seeking a highly skilled Senior Planisware Developer to join our team. As a key member of our Platform team, you will be responsible for designing, developing, and supporting Planisware based applications using Planisware L1 configurations. Your expertise in Planisware version upgrades, maintenance pack upgrades, deployment...


  • Sherman Oaks, California, United States Cirrus Asset Management Full time

    Job SummaryCirrus Asset Management is seeking a highly motivated and experienced Leasing Consultant to join our team. As a Leasing Consultant, you will be responsible for leasing apartments, qualifying potential residents, and verifying applications. You will also be responsible for maintaining occupancy goals, meeting established company standards, and...


  • Sherman Oaks, California, United States ColourPop Cosmetics Full time

    The Senior Accountant will be responsible for performing the duties listed below and assisting the Accounting Department as directed.To perform this job successfully, an individual must be able to follow instructions, pay attention to details and perform each essential duty satisfactorily.The requirements listed below are representative of the knowledge,...