Tax Manager or Director Individuals, Trusts & Estates
$105.6k - $181kCliftonLarsonAllen LLP
Tax Manager or Director Individuals, Trusts & Estates page is loaded## Tax Manager or Director Individuals, Trusts & Estateslocations: Minneapolis, MN: Milwaukee, WI: St Louis, MO: Chicago, ILtime type: Full timeposted on: Posted Todayjob requisition id: R16856CLA is a top 10 national professional services firm where **our purpose is to *create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Quarterly Wellness stipend* Fertility benefits* Complete list of benefitsCLA is currently seeking a Tax **Manager/Director – Individual & Trust** to join our growing practice. Locations for this role include Minneapolis, Milwaukee, St. Louis and Oak Brook.**How you’ll *create opportunities* in this Manager/Director role:*** Review high net worth individual income tax returns and collaborate with CLA’s Wealth Advisory practice.* Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.* Lead the engagement progress by monitoring time, budgets and deadlines for adherence.* Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.**What you will need:*** You have a Bachelor's Degree in Accounting, Finance, or a related field.* You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in trusts and individual tax planning and compliance.* CPA license certification is required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.**Compensation Strategy**Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.The Minnesota Posting Range for this role is $105,600. - $181,000.The Illinois Posting Range for this role is $105,600. - $188,000.#LI-NG1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click to learn about your hiring rights.**Wellness at CLA**To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits click .[](blob: / 1:50**Start your inspired career** When you join CLA, you’ll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr CliftonLarsonAllen LLP
- A national professional services firm is seeking a Tax Manager/Director to focus on high net worth individuals, trusts, and estates. The position involves reviewing tax returns, leading engagements, and ensuring adherence to budgets and deadlines. Candidates should have...SuggestedFlexible hours
- ...Day in the Life As a Tax Manager you will be responsible for working... ...: Reviewing gift, estate and fiduciary tax returns.... ...at the tax situation of the individual and their estate from various... ...workincluding experience with gift, trust and estate tax returns....SuggestedWork at officeLocal areaVisa sponsorship
$84k - $105k
...financial peace of mind. Our Tax and Business Solutions Team supports... ...HTC), and other complex real estate compliance needs. Through HUD... ...planning, and ongoing tax management, we help clients navigate... ...and consulting services for individuals, businesses, real estate developers...SuggestedImmediate startFlexible hours$145k - $217k
...on relationships. We encourage each individual to follow their own path. People... ...defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic... ...accuracy and timeliness. * Serve as a trusted advisor to clients, providing proactive...SuggestedTemporary workLocal areaFlexible hours$147.4k - $336.8k
...Country The opportunity Our tax function is constantly... ...an average day for a Real Estate Tax Senior Manager - so you're likely to spend... ...maintain your credibility as a trusted advisor Building client relationships... ...) is $177,000 to $382,800. Individual salaries within those...SuggestedSummer holidayFlexible hours$122k - $170k
The Colorado Railroad Museum is seeking a Senior Tax Manager to support clients in wealth transition. This role involves reviewing tax returns, mentoring staff, and enhancing client relationships. Candidates should have a Bachelor's degree in Accounting, along with an active...$147.4k - $336.8k
...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...dynamic FSO team! Handling tax in such a large, sophisticated... ...is $177,000 to $382,800. Individual salaries within those...Summer holidayFlexible hours$105k - $180k
...day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based... ...Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum...Work at officeLocal areaRemote workVisa sponsorship- ...suburbs looking for a full-time Sr. Tax Staff Accountant to join our... ...tax-related tasks, including real estate tax, federal and state tax,... ...variety of tax returns, including individual, partnership, corporate (C and S), estates, trusts, and nonprofits. This role also...Permanent employmentFull timeLocal area
$150k
.../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...the skills we need as individuals to be successful and... ...in the future. As a Director, you'll work as part of... ...consulting for Real Estate Trusts Thorough knowledge...Full timeH1bLocal areaOverseas$73.5k - $212.28k
...20% At PwC, our people in tax services focus on providing advice... ..., and strategy. These individuals help businesses navigate complex... ...member's unique strengths, and managing performance to deliver on... ...teams Skills in building trusted client relationships Ability...Full timeH1bWork at officeRemote work$150k - $220k
...High Net Worth Senior Tax Manager Plymouth, Minnesota, United States Join... ...tax returns for high net worth individuals, closely held businesses and trusts. Understand client's business... ...consulting. ~ Deep understanding of estate, gift, and trust tax laws and...Work at officeLocal area- ...firms in the region. If you are an experienced Tax Senior looking for career growth in a supportive environment... ...More! Job Details Responsibilities: Manage and review individual, corporate, partnership, trust, and nonprofit tax returns Provide proactive tax...Local area
$100.06k - $162.1k
...sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit... ...uncompromising integrity, collaboration, trust, and mutual respect The... ...this position is included below. Individual salaries within this range are determined...Work experience placementLocal areaRemote workRelocation$120k - $150k
...Job Summary: As a HNW Tax Manager , you work closely with partners... ...solutions tailored to individuals, families, and closely held entities... ...closely held businesses and trusts. Understand client's... ...consulting. ~ Deep understanding of estate, gift, and trust tax laws and...Work at officeLocal area$120k - $150k
...Tax Manager Location: Remote Compensation: $120,000-$150,000 + Bonus Pathway Talent Partners is supporting a rapidly... ...corporations, and C-corporations (including multi-state filings) Individual and trust tax returns Manage client billing and support the...Summer workRemote workFlexible hours$150k - $220k
...Passthrough Tax Senior Manager Plymouth, Minnesota, United States Join Frazier & Deeter and be a part of a rapidly... ...conduct high level review of complex tax returns for our individual clients, business returns and trust returns Stay current with changes in tax laws...Work at office$133k - $206.9k
...largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide... ...high energy, entrepreneurial, proactive individual to make significant contributions to... ...uncompromising integrity, collaboration, trust, and mutual respect The opportunity...Work experience placementWork at officeLocal areaRemote work- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and... ...client relationships, serving as a trusted tax advisor Mentor, train, and...Full timeRemote workFlexible hours
$91.7k - $168.1k
...to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice... ...use your experience and status as a trusted advisor to maintain and further our... ...) is $110,100 to $191,000. Individual salaries within those ranges are determined...Summer holidayFlexible hours- ...Description A well-respected client is seeking a TAX MANAGER due to the growth in their firm. Are you an experienced individual with a knack for numbers? Then look no... ...tax returns for individuals, partnerships, trusts, and corporations. 1040 experience...
$91.7k - $168.1k
...world. The Opportunity As a Manager in the Amended Return Center (... ...apply your corporate income tax knowledge to a wide range of... ...Sacramento) is $110,100 to $191,000. Individual salaries within those ranges... ...the planet, while building trust in capital markets....Summer holidayRemote workFlexible hours$140k - $160k
...closely with high-net-worth individuals and families-many of whom... ...thinking strategies around income tax, estate planning, charitable giving... ...for an experienced Tax Manager or Director who's ready to move beyond... ...You'll Do Be a trusted advisor to high-net-worth clients...Work at officeRemote work3 days per week- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and... ...client relationships, acting as a trusted advisor on tax-related matters. Mentor...Full timeRemote workFlexible hours
- ...our Minneapolis client searching for a Tax Manager to provide compliance, planning and... ...multi-generation family and its real estate businesses and charitable initiatives... ...closely held businesses, high wealth individuals, and trusts. 5+ years of public accounting experience...
$140.2k - $187.28k
...Tilly is a leading advisory, tax and assurance firm, providing... ...Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity... ...You can see yourself as a trusted business advisor, working face... ...professional development individually and through participation in...Local areaWorldwide$115k - $150k
Estate Specialist/Tax Accountant Ballard Spahr is a renowned national law firm... ...income tax returns, including individual and partnership tax returns,... ...gift tax returns. Prepare trust accountings, including... ...detail with the ability to manage multiple priorities and deadlines...Private practiceWork at office3 days per week$16 - $40 per hour
...independent financial advisory, investment management and tax services firm founded by Mark... ...integrates financial planning, estate planning, advanced tax solutions... ...state, and local tax returns for individuals, businesses, and trusts. Prepare returns for review, e-...Hourly payPermanent employmentTemporary workWork at officeLocal area- ...created a culture rooted in trust, teamwork, and genuine... ...initial review of tax returns for manufacturing... ...construction, or real estate clients Assist with... ...skills Capacity to manage multiple projects Advanced... ...bonus based on individual and firm performance....Temporary workWork at officeLocal area
- ...About the job Tax Senior / Manager / Senior Manager / Director Asset Management Location: Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man) Overview: We are seeking experienced...Local areaRelocation package
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