Senior Tax Manager, Trusts & Estates for HNW Clients
EisnerAmper
EisnerAmper LLP in Minneapolis, MN seeks a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team. You will oversee complex tax planning and compliance for high-net-worth individuals and families, mentor staff, and collaborate with partners to deliver integrated planning and advisory services. You'll manage multiple client engagements, develop trusted advisor relationships, and contribute to business development while staying current on tax laws and #J-18808-Ljbffr EisnerAmper
$160k - $200k
...give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax...SeniorHigh net worthFull timeLocal area- EisnerAmper seeks a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. The successful candidate will oversee tax planning and compliance for high-net-worth individuals and families, while mentoring staff and developing...SeniorHigh net worthLocal area
$122k - $170k
...or Hybrid A Day in the LifeAs a Senior Tax Manager, you will be responsible for working with clients to assist them with the... ...the following:Reviewing gift, estate and fiduciary tax returns.Working... ...individual clients and corporate trust companies.You are an excellent...SeniorWork at officeLocal areaVisa sponsorship- Job Summary:Private Client Services at BDO is a boutique practice... ...people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...insurance planning.A Tax Senior Manager, Private Client Services (...SeniorHigh net worthPrivate practiceWork at office
$122k - $170k
Eide Bailly is seeking a Senior Tax Manager in Minneapolis, MN, responsible for assisting clients with wealth transition strategies. The role includes reviewing tax returns, coaching staff, and managing client relationships. Ideal candidates have a Bachelor's in Accounting...Senior$110k - $250k
...ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love... ...available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us?...SeniorHigh net worthLocal areaRemote workFlexible hours$145k - $217k
...offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and... ...ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing proactive guidance...SeniorTemporary workLocal areaFlexible hours$126.1k - $253k
...of change, empowering our clients and people to realize their... ...who have or require complex estate and income tax planning and compliance. Our... ..., retirement and trust aspects of a client’s planning... ...our clients’ goals. As a Tax Senior Manager, you will be responsible for...SeniorHigh net worthFull timeWork experience placementInternshipLocal area- gpac is seeking a Trust Officer to service trusts and investments in a relationship-driven role. You will manage trust accounts for private and corporate clients, coordinating with advisors, attorneys, and internal teams to ensure accurate distributions and compliance with...Senior
- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...The firm serves a diverse portfolio of clients across industries and is looking for a... ...strong client relationships, serving as a trusted tax advisor Mentor, train, and develop...SeniorHigh net worthFull timeRemote workFlexible hours
$110k - $250k
Jobot is seeking a Tax Manager for a national CPA firm with a strong emphasis on work-life balance and client variety. This role offers a fully remote option and a competitive compensation package in the $110k-$250k range, plus benefits. Key responsibilities include managing...SeniorHigh net worthRemote jobFlexible hours$105k - $180k
...a Wealth Transition Services Tax Manager might include the following:Advising... ...and consulting on the estate planning process to create plans... ...and ultra-high net worth clients.Technical research on estate,... ...individual and their estate/trusts from various angles to ensure...High net worthWork at officeLocal areaRemote workVisa sponsorship$120k - $160k
...Focused on Individual Taxes and working for a innovative... .... We work with our clients to create innovative solutions... ...for reviewing, managing, and signing individual... ...follow our LinkedIn page! Seniority level Seniority level... ...$150,000.00 5 days ago HNW Tax Manager - REMOTE FOREVER...SeniorHigh net worthFull timeWork at officeLocal areaRemote workWork from homeFlexible hours$150k - $210k
...industry You will have the flexibility to manage your days in support of our... ...responsible for: Review of international tax compliance forms and working with a dedicated... ...Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals...SeniorHigh net worthFull timeFixed term contractLocal area- ...Join to apply for the Tax Senior Associate role at EisnerAmper Job... ...Associate to join the Private Client Services (PCS) team. This... ...will have the flexibility to manage your days in support of our... ...tax returns for individuals, trust/estates, and or entities Preferred/Desired...SeniorHigh net worthTemporary workWork at officeLocal area
$105.38k - $215.38k
...you a delivery-focused tax leader who thrives on individual... ...to interact with clients on their personal tax... ...so, this Tax Delivery Manager role in Global Employer... ...portfolio of High Net Worth (HNW) individual compliance... ...-level employees to senior leaders, we believe...High net worthWork at officeLocal area- Job Summary:Private Client Services at BDO is a... ...people with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ....A Tax Experienced Senior, Private Client... ...communication, time management, leadership, technical...SeniorHigh net worthPrivate practiceWork at office
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... ...lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax advice... ...trends to maintain credibility as a trusted advisor. Building client...SeniorSeasonal workFlexible hours$132.7k - $303.2k
...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...professionals providing dedicated tax technical services to both...SeniorWork experience placementSummer holidayFlexible hours$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice... ...is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable... ...: Supervises associates and senior associates on all projects...High net worthPrivate practiceWork at office$75k - $100k
...EisnerAmper Tax Senior Associate At EisnerAmper, we look for individuals... ...to join the Private Client Services (PCS) team. This role... ...have the flexibility to manage your days in support of our... ...tax returns for individuals, trust/estates, and or entities Preferred...SeniorHigh net worthTemporary workWork at officeLocal area$84k - $110k
Job Summary Private Client Services at BDO is a... ...others with complicated tax and financial... ...The practice provides estate, income, gift, and trust tax consulting and compliance... ...planning. A Tax Senior in Private Client... ...communication, time‑management, leadership,...SeniorHigh net worthWork at office$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting services to high-net-worth clients, preparing complex tax returns, and mentoring junior staff. Ideal candidates will have a...SeniorHigh net worth$138k - $185.35k
Ryan is looking for a Property Tax Senior Manager in Minneapolis, MN. This role involves overseeing the property tax team to ensure compliance, managing client relationships, and preparing annual property tax filings. Key responsibilities include responding to client inquiries...Senior$110k - $140k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...supervising and ongoing development of associates and seniors.Prepare and review tax returns for individuals,...High net worthFull timeTemporary workPrivate practiceWork at officeLocal area- UMB Financial Corporation is seeking a Senior Corporate Trust Associate Relationship Manager to support its Corporate Trust team with administrative duties for... ...products and UMB systems, and responding to client inquiries while coordinating with operations and custodian...Senior
- Marsh & McLennan in Minneapolis is looking for a Senior Private Client Advisor to support and manage a high-volume book of business for Private Client clientele. The ideal candidate will have at least 5 years of experience in personal lines insurance with High Net Worth...SeniorHigh net worth
- Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client retention...SeniorHigh net worth
$122k - $170k
Eide Bailly LLP in Minneapolis, MN is seeking a Senior Tax Manager to assist clients with wealth transition and estate planning. You will be responsible for reviewing tax returns, coaching staff, and managing client relationships. Candidates should have a Bachelor's degree...Senior- EY is looking for a Real Estate Tax Senior Manager in Minneapolis, MN, who will lead tax planning projects and provide strategic outcomes for complex... ...candidate will manage a motivated team while developing client relationships across the real estate, hospitality, and...SeniorFlexible hours
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