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)
$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- ...one of the worlds top tax firms. Enjoy a collaborative... ...seeking a Tax Manager/Tax Senior Manager to join our Business... ...knowledge of real estate investment funds and... ...conclusions, and suggest plans to clients... ...estate and real estate private equity funds Bachelor...SeniorPrivateTaxFull timeLocal 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...SeniorPrivateTaxFull timeLocal area$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- ...think outside the box? Our Wealth Management Professionals support all aspects... ...provide financial planning, investment management, banking... ..., data and design. Private Wealth Management (PWM) Goldman... ...beyond, which may include tax and estate planning, philanthropic planning...SeniorPrivateTaxFull timeTemporary workWork 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... ....Provide proactive tax planning, structuring, and...SeniorPrivateTaxLocal area
$154.5k - $302k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...Consulting’s Real Estate Solutions has a singular... ...integrated financial, tax and real estate... ...compensation, master planning and development... ...service team. The Tax Senior Director will...SeniorPrivateTaxFull timeWork at office$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- ...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
$154.5k - $302k
..., law firms, banks and private equity firms on their most... ..., navigating crises, managing risk and optimizing... ...FTI Consulting’s Real Estate Solutions has a singular... ...integrated financial, tax and real estate solutions... ...executive compensation, master planning and development...SeniorPrivateTaxFull timeInterim roleWork at officeFlexible hours$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- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...SeniorPrivate
$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$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...strategic buyers and private equity investors... ...and apply to this Senior Manager role today!... ..., accounting, and tax risks associated with... ...considerations, integration planning, divestiture... ...include asset, wealth, and investment advisers...SeniorPrivateTaxLocal areaVisa sponsorship$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$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$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
- ...America in Boston seeks an Executive Wealth Strategist to act as quarterback for the... ..., delivering tailored wealth, tax, estate and financial planning within the company’s compensation programs. You will build trusted senior-level relationships, coordinate with Advisors...SeniorTax
$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- 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
- Husch Blackwell LLP currently seeks a Private Wealth Associate with four to eight years of experience. The... ...preferred. Ideal candidates will have sophisticated estate planning, trust and estate administration, estate and gift tax, and charitable planning experience, with...PrivateTaxWork 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
$81.13k - $164.57k
...team at one of the world's top tax firms. Enjoy a collaborative,... ...KPMG is currently seeking a Tax Senior Associate to join our... ...partnerships and for a variety of Asset Management clients Work as part of a... ...variety of medical and dental plans, vision coverage, disability...SeniorPrivateTaxFull timeLocal area$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- ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...timelinesDesire to build a team focused on audits of private equity and venture capital portfolio...SeniorPrivateTaxLocal area
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets. Join...SeniorPrivate
- ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...timelinesDesire to build a team focused on audits of private equity and venture capital portfolio...SeniorPrivateTaxLocal area
- ...PwC is seeking a Senior Manager in our Private Tax Compliance team in the United States. You will lead large, innovative tax projects, interact with senior client stakeholders, and drive delivery of high-impact, efficient tax solutions. The role emphasizes leadership,...SeniorPrivateTax
$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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