Private Wealth Tax Manager: Estate & Gift Planning
Grant Thornton (US)
A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has at least six years of tax compliance experience and a Bachelor's degree in Accounting, preferably with CPA accreditation. This role offers an opportunity to thrive in a supportive environment focused on quality and client service. #J-18808-Ljbffr Grant Thornton (US)
- ...non-attest offerings, including tax and advisory services. In 2025, Grant... ...page. Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ...tax returns and provide income, estate, and gift tax planning strategies for high net worth,...PrivateWork at officeFlexible hours2 days per week
- Job Description 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...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns and providing tax planning strategies for high-net-worth clients. Candidates should have 6-10 years of...Private
$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...FSO team! EY’s FSO tax practice provides comprehensive... ...facets of hedge fund, private equity fund and mutual... ...structuring, tax minimization planning, on-call advice, and tax...PrivateWork experience placementSummer holidayLocal areaFlexible hours$95.4k - $180.4k
...s nowhere like RSM. Our Real Estate practice serves a range of clients... ...Trusts, Real Estate Private Equity Funds, real estate developers... ...building. We are seeking a Tax Manager for our Real Estate group. We... ...tax services, including planning, research, compliance, and general...PrivateWork experience placementInternshipLocal area$146k - $200k
Job Summary The Senior Tax Manager is responsible for... ...Duties Performs tax planning, preparation and research... ..., which may include estates, trusts and... ...personal income, estate and gift tax and wealth retention strategies,... ...or public accounting, private industry accounting or...PrivateWork at office- ...seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who... ...navigating nuanced tax situations involving wealth, succession, and legacy planning. Key...
$146k - $200k
The Senior Tax Manager is responsible for providing tax... ...Duties: Performs tax planning, preparation and... ...returns, which may include estates, trusts and... ...personal income, estate and gift tax and wealth retention strategies,... ...or public accounting, private industry accounting or...PrivateWork at office$95.5k - $195.4k
...our DNA across our audit, tax, and consulting groups.... ...Job Description:As a Tax Manager, you will provide tax consulting, planning, and compliance services... ...client base within the real estate and construction... ...audit services to public and private entities while also helping...PrivateWork at officeLocal areaRemote workWorldwide- ...to preserve their wealth for future generations... ...Essential Duties**Tax Services* Provide... ..., trust, estate, gift, foundation, and business... ...as well as estate planning advisory services*... ...Development* Manage all aspects of client... ...#J-18808-Ljbffr Corient Private Wealth LLC.PrivatePermanent employmentTemporary workWork at officeFlexible hours
- Corient Services LLC in Houston, Texas, seeks a Tax Services professional to provide high-quality compliance services and develop tax-planning strategies for high-net-worth individuals and families. You will manage client relationships and serve as a subject-matter expert...
- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client’s... ...industry, covering all aspects of hedge fund, private equity fund, and mutual fund taxation.... ...the practice. As a Manager in the wealth & asset management tax practice, your key...PrivateLocal area
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC,... ...on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We... ...Responsible for overseeing tax planning and compliance functions for ultra... ...working understanding of trusts, estates, gifts, and charitable entities. Directly...PrivateTemporary workPrivate practiceWork at officeLocal area
$95.4k - $180.4k
...increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from... ...structures, succession planning, risk, and reporting... ..., investment operations, tax, technology, risk, and philanthropy... ...the asset management, private equity, or family office...PrivateTemporary workWork experience placementInternshipWork at officeLocal area- ...Trust As a global leader in wealth management, asset servicing, asset... ...Integrity. Role Overview The Private Wealth Director leads and cultivates... ..., wealth transfer, and tax services. Prepare tailored... ...investment management, tax planning, estate planning, and family...PrivateTemporary workH1b
$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups... ...Job Description: As a Private Client Service Tax Managerinvolved... ...matters as well as planning and implementing special projects. The Tax Manager is responsible for the... ...investment entities, estate and gift experience is a plus...PrivateWork at officeLocal areaWorldwide- ...for designing and delivering tailored wealth strategies for high-net-worth individuals... ...of solutions. Partner with Portfolio Managers, Private Wealth Client Executives, and Financial... ...develop comprehensive short and long term plans. Drive business development by...PrivateTemporary workPrivate practice
$115k - $160k
...Highly reputable wealth management firm - urgently looking for a Tax Manager in Houston! This Jobot Job is hosted by: Lauren... ...all aspects of tax compliance, planning, and reporting. This position... ..., the ideal candidate will have a gift for managing complex tax situations...Permanent employmentLocal area- ...About the job Tax Manager The Opportunity:... ...specialized focus on trusts and estates. This role requires a... ...tax compliance, planning, and consulting, and will... ...trust, estate, and gift tax returns (Forms 104... ...in public accounting, wealth management, or a specialized...Local areaImmediate start
$125k - $191k
...Tax Manager - Real Estate Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...Real Estate Tax Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop...Immediate startFlexible hours$125k - $191k
...growth and balanced, integrated lives. Position Profile We are seeking a Tax Manager with Real Estate experience to join our growing firm. The role involves providing federal tax compliance and planning services to Weaver’s Real Estate clients, developing advanced niche...Flexible hours$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...performance Oversee successful planning, budgeting, and execution of... ...knowledge of tax compliance for Real Estate Trusts Knowledge of...Full timeH1bLocal areaOverseas- ...Doeren Mayhew is a $235 million tax, assurance and advisory firm... ...consistently named among the 50 best-managed firms in the nation, this is... ...leading tax compliance and planning engagements, delivering high-... ...: Review private company C-Corp, S-Corp, partnership...PrivateWork at officeFlexible hours
- ...solutions in accounting, assurance, tax, advisory, and private client services. At Sorren,... ..., and build strong relationships. By managing responsibilities effectively and aligning... ...as a key advisor to clients on tax planning strategies, transaction structuring,...PrivateFull timeLocal area
- J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor...Private
- ...Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion... ...of $1.4 trillion. J.P. Morgan Private Bank has been helping the world's wealthiest... ...investment management, wealth planning, philanthropy, credit and banking. As...PrivateLocal area
$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting experience. The role emphasizes strong client relationships and tax planning for a diverse clientele, including international asset reporting. You...$99k - $266k
...Competency: Entrepreneurial & Private Business (EPB) - General Industry... ...20% At PwC, our people in tax services focus on providing... ...and guidance to clients on tax planning, compliance, and strategy. These... ...'s unique strengths, and managing performance to deliver on client...PrivateFull timeContract workH1b- A leading tax consulting firm in Houston seeks a Senior Tax Manager to provide tax and consulting services to business clients. The ideal candidate will oversee team performance, engage in tax planning for diverse client entities, and ensure compliance with regulations....
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