Estate & Trust Tax Manager: Wealth Preservation Lead
Burnett Staffing Specialists
Burnett Staffing Specialists seeks an experienced Tax Manager for Estate and Trust matters in Houston. The role focuses on individual, trusts and gift tax returns, and requires strategic planning for wealth preservation among high-net-worth families. Responsibilities include managing tax deadlines, coordinating with trust department professionals and attorneys, and overseeing client communications regarding updates and planning tips in estate and trust matters. #J-18808-Ljbffr Burnett Staffing Specialists
- A leading staffing firm is seeking an experienced Tax Manager with a focus on trusts and estates in Houston, Texas. The ideal candidate will have a strong technical background and leadership abilities to manage complex client relationships. Responsibilities include preparing...Suggested
- ...Duties/Responsibilities: Prepare and review federal and state tax returns for estates, trusts, and related individuals (Forms 1041, 706, 709, etc.).... .... All other duties assigned by your partner or manager Education and Experience: Bachelor’s or Master’s degree in...SuggestedFull timeVisa sponsorship
- Melton & Melton, LLP in Houston, TX seeks an experienced tax professional focused on estates and trusts to prepare and review federal/state returns. You will work with clients and legal professionals to ensure compliance and plan tax-efficient strategies. The role involves...Suggested
- Weaver is seeking a Tax Manager in Houston to provide federal tax compliance and planning services for Real Estate clients. The ideal candidate will have a Bachelor's degree in Accounting, CPA certification, and at least 5 years of public accounting experience. Benefits...Suggested
- A leading staffing firm is seeking an experienced Tax Supervisor in Houston, Texas, who specializes in trusts and estate taxation. The candidate should have a CPA and at least three years of experience in public accounting or a specialized tax advisory firm. Responsibilities...Suggested
- 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... ...clients for estate, wills and trusts taxation, and individual income taxes...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...Tax Manager - Estate and Trust Focus will be on individual, trusts and gift tax returns Develop strategies for wealth preservation among high-net-worth families Manage compliance deadlines Work closely with contacts at financial trust departments and attorneys to facilitate...
- BDO USA, LLP is seeking a Tax Manager for their Private Client Services in Houston, Texas. The ideal candidate will manage tax and consulting engagements for high net-worth clients, ensuring compliance with complex tax structures. Applicants should have a Bachelor’s degree...Work at office
$95.4k - $180.4k
We are the leading provider of professional services to the middle market globally... ...’s nowhere like RSM.We are seeking a Tax Manager for our Real Estate group. We serve a broad array of real... ...firms, REITs (Real Estate Investment Trusts), and brokerage companies. Our people...Full timeWork experience placementInternshipLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...Manager, you will lead large projects and innovate... ...stakeholders to foster trust and collaboration- Coaching...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...Services Tax - Real Estate Manager, you will play a pivotal... ....As a Manager, you will lead teams and manage client... ...to establish a secure and trusted workplace for all....Full timeH1bLocal area$132.7k - $303.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the global... ...providing dedicated tax technical services to both... ...tax service delivery. Lead tax processes by directing...Work experience placementSummer holidayFlexible hours$100.35k - $205k
...individual clients and their trusts, estates, family offices,... ...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting... ...What You’ll Do As a Tax Manager in our Private Wealth... ...returns, as well prepare and lead client meetings on...Private practiceWork at officeLocal area$95.5k - $195.4k
...with life moments, you’re trusted to deliver results and... ...DNA across our audit, tax, and consulting groups.... ...Description:As a Tax Manager, you will provide tax consulting... ...base within the real estate and construction... ...client relationships, lead multiple engagements, mentor...Work at officeLocal areaRemote workWorldwide- What We Are Looking ForProperty tax administration over a specific geographic area or group of company assetsWhat You Will Do• Collect... ...and evaluate both real and personal property assessments• Manage select team players• Self Starter with complex properties• Prepare...Local areaNight shift
$125k - $191k
...Tax Manager With Real Estate Experience Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals... ...in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that...Immediate startFlexible hours- Description The Trust Real Estate Asset Manager is responsible for all aspects of fiduciary asset management and oversight of a real estate investment... ...and closing claims. Monitor and process payments of taxes ensuing prudent assessed values and exemptions. Assist with...For contractorsWork at officeRemote workWork from homeFlexible hours
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax obligations while managing the impact tax has on their... ...engagements.Initiate and lead open conversations with teams... ...and stakeholders to build trust.Uphold the firm's code of...Full timeH1bLocal areaOverseas$125k - $191k
...focus on supporting our people in professional 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’...Flexible hours$57k
Seldin Company is seeking a Property Manager at Lockwood on Buffalo Bayou, a tax‑credit community in Houston, TX. This role manages 80 units and offers up... ...experience, certifications, skills, and education. You will lead operations, supervise staff, and ensure financial...- ...TXLeadTaxStrategyAcrossNorthAmericaWhileShapingtheFutureofFinanceAre you a senior tax professional ready to... ...-NorthAmerica to lead tax operations across... ...is more than a tax management role. It is an... ....Serve as a trusted advisor to Finance,... ...needs of today while preserving opportunity for future...Full time
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...’s unique strengths, and managing performance to deliver on... ...Firm. You are expected to lead with integrity and... ...to establish a secure and trusted workplace for all.Applications...Full timeH1b$24 - $44.5 per hour
...Assistant Trust Real Estate Manager The Assistant Trust Real Estate Manager provides administrative... ...Estate Asset Managers, Trust Advisors, Wealth Advisors, clients, beneficiaries, and... ...lease expirations, insurance renewals, tax payments, and compliance requirements....Hourly payFor contractorsWork at officeRemote workWork from homeFlexible hours- 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...
- Crowe in Houston, TX is seeking a Tax Manager to deliver tax consulting, planning, and compliance services to real estate and construction clients. You will lead engagements, mentor staff, and develop thoughtful tax strategies while building strong client relationships....
$99k - $266k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt... ...of our Firm. You are expected to lead with integrity and authenticity, articulating... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: TX-...Full timeH1bLocal area- ...for an experienced Property Tax Manager to establish and oversee the... ...for a large and growing real estate portfolio in Houston, Texas.... ...communicate findings to leadership.• Lead informal and formal... ...to internal ownership while preserving continuity and service quality...Immediate startShift work
- ...Tax Services Professional Join a team that values your... ...life, while enabling them to preserve their wealth for future generations, and... ...high quality individual, trust, estate, gift, foundation, and business... ...Business Development Manage all aspects of client...Permanent employmentTemporary workWork at officeFlexible hours
- ...delivering personalized tax, accounting, and... ...businesses, real estate investors,... ...allows us to act as trusted advisors rather than... ...Details Senior Tax Manager The Senior Tax... ..., and estates. Lead sophisticated tax... ...Advise clients on wealth preservation, income tax...For contractorsWork at officeLocal area
- ...RSM US LLP in Houston seeks a senior tax professional to advise ultra-high net worth families on structuring, wealth transfer and compliance. You will lead engagements across entity, individual, fiduciary and gift/estate taxation and collaborate with cross‑discipline experts...
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