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)
$100.35k - $205k
...and their trusts, estates, family offices, investment... ...to complex tax issues? Do you not... ...’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private Wealth... ..., estate, and gift work papers and tax... ...projects related to tax planning opportunities and...PrivatePrivate practiceWork at officeLocal area- 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
- ...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
- 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
$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...PrivateFull timeWork experience placementInternshipLocal area- 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
$110k - $150k
...Senior Tax Manager - Hybrid Opportunity with Established... ...base spanning privately held businesses, real estate investors,... ...tax compliance and planning engagements, and mentoring... ...Advise clients on wealth preservation, income... ...services Estate, gift, and trust taxation...PrivateFor contractorsWork at officeLocal area$110k - $150k
...Senior Tax Manager - Hybrid Opportunity with Established... ...base spanning privately held businesses, real estate investors,... ...tax compliance and planning engagements, and mentoring... ...Advise clients on wealth preservation, income... ...services Estate, gift, and trust taxation...PrivateFor contractorsWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior... ...the development of innovative tax planning solutions and methodologies- Coaching...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These individuals... ...member’s unique strengths, and managing performance to deliver on client...Full timeH1b$155k - $165k
...Description Job Description Estate & Wealth Transfer Planning Attorney New Gig... ...structures Support advanced gifting strategies, estate freeze... ...years of post-JD experience in tax, estate, or wealth transfer... ...from a law firm, private client practice, or Big 4 environment...Private practiceRemote work- JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, helping them achieve their financial goals. You will build strong client relationships, grow a...Private
$95.5k - $195.4k
...our DNA across our audit, tax, and consulting groups.... ...industry. Job Description As a Private Client Service Tax Manager involved in both... ...on tax matters as well as planning and implementing special... ...and investment entities, estate and gift experience is a plus Proven...PrivateWork at officeLocal areaRemote workWorldwide$99k - $266k
...Description & SummaryA career within PwC Private will provide the opportunity to... ...advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency... ...the team focus on key issues like wealth management, compliance, cash flow management,...PrivateFull timeContract workH1b- ...your 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
$126.1k - $253k
...have or require complex estate and income tax planning and compliance. Our... ...income tax, estate, gift, generation-skipping,... ...goals. As a Tax Senior Manager, you will be... ...tax services including wealth transfer, charitable... ...with an emphasis on private client taxation including...Full timeWork experience placementInternshipLocal area$82.4k - $155.7k
...like RSM.We are seeking a Tax Supervisor for our Real Estate Tax group. We serve a broad... ...including public and private companies, real estate opportunity... ...the service team while managing the risk for both the... ...clients handling questions, planning, concerns, etc.Develop, motivate...PrivateFull timeWork experience placementInternshipWork at officeLocal area$95.4k - $180.4k
...who have or require complex estate and income tax planning and compliance. Our team of... ...income tax, estate, gift, generation-skipping, philanthropic... ...clients’ goals. As a Tax Manager, you will be responsible for... ...of tax services including wealth transfer, charitable and retirement...Full timeWork experience placementInternshipLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in... ...Developing and implementing strategic tax planning initiatives to address client...Full timeH1bLocal area- ...AnnuallyIndustry Fund Administration;Private Equity;Oil and EnergySelling Points Lead impactful tax initiatives in a hybrid work... ...structures.Job DescriptionTax Manager OverviewThe Tax Manager role... ...involves managing tax compliance and planning for investment fund structures...PrivateRemote work
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...a Financial Services Tax - Real Estate Manager, you will play a pivotal role... ...client accounts, focusing on strategic planning and mentoring junior staff. You...Full timeH1bLocal area$95.4k - $180.4k
...they are along their wealth journey and assist to... ...family education, risk management, privacy/data... ...Exposure to strategic tax planning, business advisory and... ...individual, fiduciary, and gift / estate taxation. This... ...Qualifications: Experience with private client or business...Full timeWork experience placementInternshipWork at officeLocal area- ...team at one of the worlds top tax firms. Enjoy a collaborative,... ...firm.KPMG is currently seeking a Manager to join our Mergers &... ...partnership tax services including planning, research, and other mergers and... ...as IPOs and de-SPACs and take private transactions of companies operating...PrivateLocal area
$100.35k - $205k
...you a strategic and creative federal tax professional who likes solving... ...31st 2027. What You’ll Do As a Tax Manager within the Business Tax Services group... ...services is relevant for public and private companies and range from tax planning to tax compliance, controversy and...PrivateWork at officeLocal area$146.76k - $278.24k
...Tilly is a leading advisory, tax and assurance firm, providing... ...system.Job Description:Senior Manager - National Tax Office, Corporate... ...tax matters facing public and private companies while developing deep... ...tax, transactions, tax planning, and written tax advice?If so,...PrivateFull timeWork at officeLocal areaWorldwide- Tax Manager - Investment Funds / Private Equity Position Summary: RSM US LLP is looking for a Tax Manager to join our expanding Investment Funds practice... ...a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions...PrivateLocal 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
- ...Tax Services ProfessionalJoin a team that values... ...them to preserve their wealth for future generations... ...individual, trust, estate, gift, foundation, and business... ...as well as estate planning advisory servicesDevelop... ...fastest-growing wealth management platforms in the United...Permanent employmentTemporary workWork at office
$125k - $191k
...Tax Manager With Real Estate Experience Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals... ...Estate Tax Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will...Immediate startFlexible hours$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions.In private tax at PwC, you will focus on... ...the owners of PwC. As a Senior Manager you are expected to lead large...PrivateFull timeH1bRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Manager: Estate & Gift Planning. Be the first to apply!
- wealth management advisor Houston, TX
- wealth management consultant Houston, TX
- wealth manager Houston, TX
- state tax manager Houston, TX
- property tax manager Houston, TX
- transfer pricing tax manager Houston, TX
- international tax director Houston, TX
- hedge fund private equity tax manager Houston, TX
- tax manager public accounting Houston, TX
- indirect tax manager Houston, TX



