Senior Private Wealth Tax & Estate Planning Manager
Grant Thornton (US)
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 to enhance accuracy, client service, and value delivery. You'll manage multiple engagements, mentor staff, and contribute to business development while applying cutting-edge tax planning and planning software to optimize outcomes #J-18808-Ljbffr Grant Thornton (US)
$77k - $124k
## Senior Wealth AnalystApplylocations: US-MA-Boston-1 Post... ...level of financial planning and investment... ...investment reports, tax and estate analysis as requested... ...fastest-growing wealth management platforms in the United... ...businesses. #J-18808-Ljbffr Corient Private Wealth LLC.SeniorPrivateTaxPermanent employmentTemporary workWork at officeFlexible hours- ...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... ....Provide proactive tax planning, structuring, and...SeniorPrivateTaxLocal area
$154.5k - $302k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...and private real estate entities including... ...operational areas.The Senior Director will work... ...disputes and estate planning purposes.Perform research... ...operating budget, tax bills, etc.)Apply...SeniorPrivateTaxFull timeWorldwide- ...one of the world's top tax firms. Enjoy a... ...currently seeking a Tax Manager/Tax Senior Manager to join our Business... ...knowledge of real estate investment funds and REITsDirect... ..., and suggest plans to clientsParticipate... ...estate and real estate private equity fundsBachelor's...SeniorPrivateTaxLocal area
$133.1k - $295.67k
...one of the worlds top tax firms. Enjoy a... ...multinational global private equity real estate investments, including... ...process and other risk management activities; lead teams... ...Responsibilities for Senior Manager: Manage risk... ...acquisitions and/or federal tax planning at a law firm or...SeniorPrivateTaxLocal area- ...Husch Blackwell LLP seeks a Private Wealth Senior Counsel with a minimum of eight years of experience... ...role focuses on designing and implementing sophisticated estate plans and advising clients on wealth management, asset protection and estate tax issues. #J-18808-Ljbffr...SeniorPrivateTaxWork at office
$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...SeniorTaxFull timeH1bLocal area$130k - $175k
...Senior Manager, Financial Planning & Analysis (FP&A) Location: Autura is a remote organization with a Remote... ...vehicle owners. Backed by leading private equity investors, we're entering an exciting... ...at competitive rates ~ Tax-advantaged savings accounts (HSA/FSA)...SeniorPrivateTaxHourly payFull timeLive inRemote workFlexible hours$146k - $200k
Job Summary:The Senior Tax Manager is responsible for providing... ...Duties:Performs tax planning, preparation and... ...returns, which may include estates, trusts and... ...estate and gift tax and wealth retention strategies,... ...or public accounting, private industry accounting or...SeniorPrivateTaxWork at office$110k - $140k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions... ...Partners. Role Overview Senior Tax Accountants are responsible for... ...and assist with gift tax planning projections. Analyze trust documents...SeniorPrivateTaxWork experience placementWork at officeLocal areaFlexible hoursShift work$77k - $214k
...SummaryA career within PwC Private will provide the... ...advisory needs such as audit, tax compliance, and planning to help improve their operational... ...focus on key issues like wealth management, compliance, cash flow... ...now and in the future.As a Senior Associate, you'll work as...SeniorPrivateTaxFull timeH1b$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and planning to help improve their operational... ...focus on key issues like wealth management, compliance, cash flow... ...now and in the future.As a Senior Manager, you'll work as part...SeniorPrivateTaxFull timeH1b$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If... ...providing sophisticated tax planning, consulting and compliance services... ...and preserving their wealth and to meet their financial... ...gift tax returns (709), trusts/estates (1041), private foundations...SeniorPrivateTaxFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...quarter to use at your discretion, subject to manager approval. For example, you may choose to... ...remote days to be used as needed.The Senior Associate, Client Marketing will shape... ...campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising...SeniorPrivateFull timeWork at officeLocal areaRemote workHome office1 day per week
$140k - $180k
...USAContractPermanentTypeHybridIndustryAccountancy & FinanceContactAdam ****@*****.*** Senior Manager, Private Equity Fund AccountingWe are partnering with a leading fund... ...in accordance with US GAAP.Coordinate year-end audits, tax reporting and other client deliverables.Lead new fund...SeniorPrivateTax$150k - $200k
...forward thinking asset manager, we build dynamic... ...for long term wealth creation. Our talented... ...across registered private equity funds, private... ...bonus, a 401(k) plan with a generous match... ...discretionary bonus.#MID_SENIOR_LEVELAt Franklin... ...match on pre-tax and/or Roth contributions...SeniorPrivateTaxFull timeLocal area3 days per week$52k - $94.12k
...Senior Associate A leader within the Private Equity and Real Assets Fund Services... ...premier real estate fund clients.... ...Preparing management, annual and incentive... ..., auditors, tax, lawyers and banking... ...and savings plans among other... ...needs. And our wealth of development...SeniorPrivateTaxFlexible hours- Senior Associate, Client Onboarding Hybrid work arrangement... ..., legal, compliance, tax, treasury, accounting,... ...according to planned timelines and handle priorities... ...(e.g., Institutional, Private Wealth). Strong problem‑... ...and workflow/project management tools. Experience with...SeniorPrivateTaxWork at office
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTax
$120k - $150k
...Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves collaborating... ...to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years of relevant experience....PrivateTax$80.5k - $159.3k
...DNA across our audit, tax, and consulting groups.... ...Services Cybersecurity Senior Consultant , you will... ...cybersecurity and technology risk management and advisory, not... ..., insurers, asset and wealth managers, fintechs, and... ...services to public and private entities while also...SeniorPrivateTaxFull timeLocal areaWorldwide$96k - $125k
Tax Experienced Senior, Core Tax Services Job Description Job Summary... ...participating in tax planning, recognizing and... ...Quality Manual (“TQM”) Manages projects by planning... ...public accounting, private industry accounting or... ...chance to grow their wealth over time as their shares...SeniorPrivateTaxWork at office$50 per hour
...to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly... ...review tax plans to minimize overall estate and income taxes, with support....PrivateTaxFull timeWork at officeLocal area3 days per week$140k - $200k
...highly skilled and motivated Senior Manager, Growth Strategy who will play... ...equity program to build future wealth through RSUsComprehensive healthcare... ...weeks)Flexible Out of Office Plan - Take time when you need itAmple on-site parking & pre-tax commuter benefitsHealthy on-...SeniorTaxFull timeWork at officeWorldwideFlexible hours$130k - $145k
...use at your discretion, subject to manager approval. For example, you may choose... ...remote days to be used as needed.The Senior Associate, Global Private Wealth Operations will serve as support... ...priorities, translate them into actionable plans, and drive progress on operational...SeniorPrivateFull timeWork at officeLocal areaRemote work1 day per week$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you analyze...SeniorTaxFull timeH1b- ...and expertise in accounting, tax, advisory, benefits, insurance... ...candidates preferredAbility to manage deadlines, work on multiple assignments... ...funds, venture capital, and private equity funds by performing... ...more complex concerns to senior team members.Contribute to research...SeniorPrivateTax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on... ...guidance to clients on tax planning, compliance, and strategy within...SeniorTaxFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...connections, and learning how to manage and inspire others.... ...increased efficiencies. As a Senior Associate you shall...SeniorTaxFull timeSecond jobH1b$88k - $105k
...DESCRIPTION The Assurance Senior will be... ...charge" duties of planning, fieldwork and "wrap... ...principles with the Manager, Senior Manager... ...public accounting, private industry accounting... ...provide assurance, tax and advisory... ...chance to grow their wealth over time as their...SeniorPrivateTaxWork at office
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