Senior Tax Supervisor - Family Wealth & Estates (HNW)
KWC CPAs
KWC CPAs in Virginia is seeking a Tax Supervisor for our Family Wealth Services Group, focusing on high-net-worth individuals, fiduciary matters, and transfer taxes. You’ll lead compliance and planning, oversee client relationships, and guide staff on complex returns. Ideal candidates have 5+ years in public accounting with HNW exposure, CPA or EA certification, and proficiency with Forms 1040/1041/706/709. We offer a collaborative, high-tech environment and opportunities for growth. #J-18808-Ljbffr KWC CPAs
- ...KWC specializes in providing tax, audit, accounting and... ...held businesses, individuals, estates, trusts, nonprofit organizations... ...year round. TaxTax Supervisor - Family Wealth Services Group (High Net-Worth... ...services for high net-worth (HNW) individuals and family groups...High net worthTemporary workFor contractorsSummer workCasual workLocal areaRemote workFlexible hours
- Wertz & Associates is seeking a Tax Supervisor to lead the Firm's Family Wealth Services Group in Alexandria, VA. You will manage complex tax engagements... ...for high-net-worth individuals, families, trusts, and estates while mentoring staff and driving strategic wealth planning...High net worthFlexible hours
$126k
...Job Description Job Description Tax Supervisor - Family Wealth Services Group High-Net-Worth Tax Planning | Trust & Estate Expertise | Client Advisory | Leadership Opportunity... ...~ Clear path toward Tax Manager and senior leadership opportunities Exceptional candidates...High net worthTemporary workSummer workCasual workFlexible hours$100k - $150k
...We lead the industry in aligning wealth, passion, and purpose to help our... ...#OneTeam. Brighton Jones is seeking a Senior Trust & Estate Manager to support our Family Office team and Brighton Jones... ...trust and estate laws, transfer tax planning for high-net worth individuals...SeniorHigh net worthFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$86k
...Description Staff Accountant I - Family Wealth Services Group (FWSG) Public Accounting | Tax & Accounting Exposure | Career... ...exposure to individual, trust, estate, corporate, and partnership tax... ...foundation for advancement into Senior Accountant and future leadership...SuggestedTemporary workSummer workCasual workFlexible hours- HUB International seeks a Tax Services Manager to lead a client base of high-net-worth individuals and their trusts and businesses.... ..., full-time environment. In this role you will collaborate with wealth advisors to integrate tax strategy into comprehensive financial...SeniorHigh net worthFull time
- Jobot is seeking an experienced Estate Planning & Administration Attorney to... ...sophisticated estate planning and wealth preservation for individuals, families, business owners, and fiduciaries.... ...trusts, advise on wealth transfer and tax planning, and guide probate and trust...High net worthPrivate practice
- ...specialized in providing tax, accounting, and... ...northwest organizations and families for over 40 years. We recently... ...independently operated wealth management firm... ...HSA team is seeking a Senior Tax Associate to work closely... ...areas such as estates and trusts, tax planning...SeniorHigh net worthWork at officeLocal areaWork from homeFlexible hours3 days per week
- ...fiduciary team. Your mission as a Principal Wealth Advisor is to act as the overarching... ...quarterback for multi-generational families and business owners. You will fuse investment... ...portfolio management with in-house tax and estate planning to protect your clients' life...High net worth
$124k - $335k
...career in our Financial Services Tax practice, within Corporate Tax... ...and in the future. As a Senior Manager, you'll work as part of... ...As part of the Asset and Wealth Management team you are expected... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorH1bLocal areaOverseas- ...corporate executives, basic estate planning is woefully... ...architecture. As our Senior Estate Planning Attorney... ...multi-generational wealth transfer challenges, navigate... ..., trust, and gift tax law over the past fifteen... ...worth clients and their families, expertly guiding them...SeniorHigh net worthImmediate startShift work
- KWC CPAs, a growing public accounting firm in Virginia, seeks a Business Services Group Supervisor to lead tax compliance, accounting, and advisory services for privately held businesses and high-net-worth individuals. You will serve as the primary client contact, supervise...SeniorHigh net worth
- ...Staff or Senior Tax Accountant | Tax Supervisor – REMOTE Who: An experienced tax professional with at least 3 years of public accounting experience... ...offering long-term growth and development in areas like estate, succession, and retirement planning. Key Responsibilities...SeniorHigh net worthWork at officeImmediate startRemote work
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals... ...tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and more. A Tax Senior Manager...SeniorHigh net worthImmediate startFlexible hours- ...that promotes personal health, well being and family life! Why join us? Do you want to work... ...related field 5+ years of public accounting tax experience CPA required Extensive experience with High Net Worth (HNW) individual tax returns, trusts, and related...High net worthPart timeLocal areaFlexible hours
$110k - $130k
...Click our Jobot logo and follow our LinkedIn page! Job details: HNW Tax Supervisor - Top CPA Firm This Jobot Job is hosted by: Josh Forth Are... ...work life balance that promotes personal health, well being and family life! Why join us? Do you want to work with some of the...High net worthPart timeLocal areaFlexible hours$133.1k - $295.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...multinational global private equity real estate investments, including with... ...Responsibilities for Senior Manager: Manage risk and financial... ...decisions for yourself, your family, and your lifestyle. Available...SeniorFull timeLocal area- A prestigious CPA firm in Bethesda, Maryland is looking for a Tax Supervisor to lead their tax services team. This role involves overseeing tax preparation, managing client relationships, and mentoring junior staff. The ideal candidate will have a bachelor's degree, CPA...SeniorHigh net worth
$100k - $185k
...Description About 114 Private Wealth 114 Private Wealth is a... ...practice serving individuals, families, business owners, executives,... ...We are seeking an experienced Senior Registered Wealth Associate to... ...account registrations, trust and estate-related documentation, and other...SeniorHigh net worthFull timeWork at officeRemote workRelocation packageMonday to Friday$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...time off for EY Paid Holidays, seasonal breaks, Personal/Family Care, and other leaves of absence. EY provides equal employment...SeniorSeasonal workFlexible hours$132.7k - $303.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...professionals providing dedicated tax technical services to both US and... ...entrepreneurs to investors and families, you’ll use your experience and status...SeniorWork experience placementSummer holidayFlexible hours- ...CFP Wealth Advisor CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified... ..., and developing recommendations for HNW clients. Work closely with the Wealth... ..., color, age, sex, sexual orientation, familial status, religious creed, national origin,...High net worth
- CPS Inc. in Alexandria, VA, is seeking a Wealth Financial Advisor/Planner (CFP® Required) to own a high-net-worth client book and deliver... ...hunting for new business. You will lead financial planning for HNW households with $1M+ AUM, run client review meetings, and...SeniorHigh net worth
- ...Experience Level: Senior-Level (6-10 years) Department: Tax Services Our... ...experienced Tax Supervisor to lead their tax... ...engagements including HNW individuals, family offices, and business... ...planning, and wealth transfer Advise... ...specialized areas (trusts/estates, partnerships,...High net worthFull timeFor contractorsWork at officeImmediate startFlexible hours
$147.4k - $336.8k
...Global Compliance and Reporting - Real Estate - Tax Senior Manager Location: New York Other locations... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when...SeniorSummer holidayFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and increased efficiencies. As a Senior Associate you shall analyze complex... ...holiday pay, vacation, personal and family sick leave, and more. To view our...SeniorFull timeSecond jobH1b- ...specializes in delivering customized wealth management and investment... ..., and multi-generational families. Our client is seeking an... ...alongside Advisors and Senior Advisors, this individual will... ...including investment management, estate planning, tax strategy, risk management,...High net worthFor contractorsWork at office
$116.25k - $159.64k
...Baker Tilly is a leading advisory, tax and assurance firm, providing... ...to expand your career in Private Wealth tax and accounting, becoming an expert... ...clients including ultra high net worth families, closely held businesses and trust and estate work Oversee and provide services...High net worthWork at officeLocal areaWorldwide$150k - $200k
...Job Description Job Description Senior Tax Manager, CPA Tax Advisory | Client Leadership... ...high-net-worth individuals, investors, family groups, and closely held companies. Clients... ...strategies designed to preserve wealth, reduce tax liabilities, and support long...SeniorHigh net worthImmediate startRelocation packageFlexible hours- ...vulnerability. Your mission as a Principal Estate Planning Attorney is to architect... ...that protect our clients' wealth from legislative risk and tax friction. Working alongside top-tier... ...single drafting oversight compromises a family's legacy. You are a master of proactive...Shift work
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