Private Wealth Tax Manager: Estate & Gift Strategy
Grant Thornton International
A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and a CPA designation, with 6-10 years of relevant experience. Strong analytical, leadership, and client service skills are essential. The position offers a dynamic work environment with opportunities for professional growth. #J-18808-Ljbffr Grant Thornton International
- Grant Thornton US is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and craft income, estate, and gift tax strategies for high net worth clients and closely held businesses. You will collaborate with our Private Wealth Services Tax team...Private
$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$138k - $172.5k
As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...Private$100.35k - $205k
...clients and their trusts, estates, family offices,... ...providing solutions to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Manager in our Private Wealth Tax... ...corporations, estate, and gift work papers and tax...PrivatePrivate practiceWork at officeLocal area- ...expertise in accounting, tax, advisory, benefits,... ...certificationAbility to manage all aspects of client engagementsAbility... ...business needsOur Real Estate practice is one of the... ...REITs, family offices, private equity investors, and... ...services, improve tax strategies, and drive additional...PrivateLocal area
$100.35k - $205k
...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...develop and pursue creative strategies while using the latest... ...Tax practice as a Tax Manager. What You’ll Do... ...Investment Trusts, Real Estate Private Equity Funds, and real...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week$146k - $200k
Job Summary:The Senior Tax Manager is responsible for providing... ..., which may include estates, trusts and charitable entitiesManages... ...income, estate and gift tax and wealth retention strategies, as well as taxation of... .../or public accounting, private industry accounting or consulting...PrivateWork at office$145k - $175k
...dedicated to delivering thoughtful tax, financial, and business... ...growth is encouraged. Tax Manager - Real Estate Recognized for excellence,... ...success. About Ascend Backed by private equity from people-focused... ...and advise on cost recovery strategies Provide guidance on partner...PrivateLocal area- J.P. Morgan is seeking a Private Banker to provide first-class client service in its U.S. Private Bank. In this role, you will advise clients on managing their wealth, including investments, credit, and banking needs. With over six years of experience in Private Banking...Private
$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base +... ...comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax Structuring trust instruments to support wealth transfer goals and minimize tax exposure...Immediate startRemote workRelocation- ...team at one of the worlds top tax firms. Enjoy a collaborative,... ...KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our... ...your knowledge of real estate investment funds and REITs... ...to real estate and real estate private equity funds Bachelor's degree...PrivateFull timeLocal area
$133.1k - $295.67k
...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...tax aspects of multinational global private equity real estate investments, including with respect to... ...engagement process and other risk management activities; lead teams of tax professionals...PrivateFull timeLocal area- TwinThread is seeking an experienced Private Banker in Boston, MA. This role requires... ...and necessary licenses. You will manage client relationships, generate business... ...results, and advise clients on their wealth management strategies. The ideal candidate has proven sales...Private
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...advisory needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You’ll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow management...PrivateFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior... ...tax risks and structuring tax strategies for our Financial Services clients...Full timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...solve complex business issues from strategy to execution. PwC Professional skills...Full timeH1bLocal areaOverseas$106.5k - $195.1k
...FY27 - Financial Services - Private Client Services - Tax ManagerLocation: New York Other... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...succession planning, and governance strategies. Navigating the unique...PrivateWork experience placementSummer holidayImmediate startFlexible hours$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...on tax planning, compliance, and strategy. These individuals help businesses... ...team member’s unique strengths, and managing performance to deliver on client expectations...Full timeH1b$150k - $220k
...Senior Tax Manager, High Net WorthJoin Frazier & Deeter... ...tax and wealth planning matters, and... ...Deep understanding of estate, gift, and trust tax laws and... ...office services and private foundation structuresProven... ...develop tax planning strategies for clientsProficiency...PrivateWork at officeLocal area$130k - $160k
...Tax Manager | 1040 & HNW Tax | 10 Day In Office Hybrid Flexibility... ...tax, investment, and wealth-management support to our... ...review individual, fiduciary, gift, partnership, corporate, and private-foundation tax returns,... ...teams on income tax, estate planning, estimated taxes...PrivateWork at officeLocal areaFlexible hours$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy & Transactions team helps... ..., infrastructure and real estate, mergers and acquisitions (M&A), and... ...customers. Our clients include asset, wealth, and investment advisers and...PrivateOdd jobWork experience placementLocal area$50 per hour
...build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for... ...for clients of BBH's Private Wealth Management group, directly... ...of tax planning strategies to various internal and external... ...plans to minimize overall estate and income taxes, with support...PrivateFull timeWork at officeLocal area3 days per week$120k - $150k
...visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...key areas of the Private Wealth Management portfolio, including trust companies,... ...Strategic risk insight - Translate business strategies, initiatives, and emerging...PrivateFull timeRemote workShift work2 days per week$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur... ...transformation, infrastructure and real estate, mergers and acquisitions (... ....Join Deloitte as a Senior Manager in M&A Strategy & Diligence... ...Our clients include asset, wealth, and investment advisers...PrivateOdd jobWork experience placementLocal area$99k - $266k
...SummaryA career within PwC Private will provide the opportunity... ...advisory needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You’ll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow...PrivateFull timeContract workH1b- Jobot is seeking a Trusts & Estates Associate with 3-5 years of experience... ..., families, and fiduciaries on wealth transfer strategies, trust structuring, and related tax planning matters in a single-... ..., and a track record in a private client practice are required....PrivatePrivate practiceWork at office
- ...Analyst PositionClarendon Private's Analyst position is designed... ...seeking to build a career in wealth management and investment solutions.... ...private banking, and trust & estate planningSupport wealth advisors... ...develop global investment strategies for clientsAssist in constructing...Private
- ...KLR delivers assurance, tax, and business advisory services to private and publicly held... ...We are seeking a Tax Manager to join our Private Client... ...value. Manage multiple Estate, Gift and Fiduciary client tax... ...effective tax planning strategies Excellent interpersonal...PrivateWork experience placementWork at officeFlexible hours
- ...to use at your discretion, subject to manager approval. For example, you may choose to... ...marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates... ...frameworks, and channel plansDefine audience strategies across global wealth segments,...PrivateFull timeWork at officeLocal areaRemote workHome office1 day per week
- A consulting firm in Boston is seeking a Tax Manager to assist with real estate assessment reviews and provide state and local tax consulting services. The ideal candidate will have a Bachelor's degree in accounting or a related field, along with 5+ years of relevant experience...Local area
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