Tax Director - Private Client Wealth & Estates (Hybrid)
BPM LLP
BPM LLP is seeking a Tax Director within BPM's Private Client Services (PCS) practice to serve as a strategic advisor for high-net-worth individuals and families, guiding sophisticated tax planning, consulting, and compliance across various tax domains. You will lead engagements, oversee complex research, and help clients preserve and grow wealth through proactive tax strategies, all while mentoring staff and delivering high-quality client service. #J-18808-Ljbffr BPM LLP
$172k - $227k
.../ Las Vegas, NVTax - Private Client Services (PCS) /Full-time... ...to innovation. As a Tax Director within BPM's Private Client... ...and growing wealth for future generations... ...across individual, trust, estate, gift, and closely held... ...expected to follow a hybrid work schedule.What you...Private clientFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice ,... ...while preserving and growing wealth for future generations.... ...across individual, trust, estate, gift, and closely held business... ...be expected to follow a hybrid work schedule What you...Private clientSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
- EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services (PCS) practice in a hybrid role across multiple offices. Lead tax planning and compliance for ultra-high net worth individuals and families, while driving business development and staff mentorship...Private clientPrivate practice
- Baker Tilly US is seeking a Tax Manager for the Private Wealth/PCS team in NorCal to deliver tax compliance and advisory services to individuals and... ...offices. You will work with firm leadership to serve clients, build the business, and mentor staff, shaping growth and...Private client
$106.5k - $195.1k
...? The opportunity Our Wealth Tax Advisory Practice is a... ...advisory services, including estate planning, structuring,... ...the most influential clients. As we continue to... .... As a Manager in Private Tax, you will be at the... ...led and leader-enabled hybrid model. Our expectation...SuggestedSummer holidayFlexible hours- ...are seeking an experienced Estate & Trusts Tax Director to lead and expand a sophisticated... ...with practice development, client relationship management,... ...closely with attorneys, wealth advisors, and other allied... ...ultra high net worth families, private clients, and multi‑...Private clientWork at officeLocal area
$95k - $160k
## Founders & Tech Tax SupervisorApplyremote type: Hybridlocations... ...as well as International and Private Client services.This Founders & Tech... ..., fiduciary, gift and estate and other tax returns, ensuring... ...planning strategies that optimize wealth preservation, charitable...Private clientLocal area- EisnerAmper seeks a Tax Director to lead and expand our Real Estate Tax practice in a hybrid model. You will work with partners and leadership to serve sophisticated real estate clients, provide technical guidance, and develop high-performing teams. Expertise in REITs,...
- ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a... ...individual, partnership, S-corp, trust, estate, gift and state tax returns Work...Private clientLocal areaWorldwide
- Baker Tilly US is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join the NorCal team. You will deliver tax compliance and advisory services to high net worth individuals and pass-through entities, with opportunity for leadership and career...Private clientFlexible hours
- EY's Wealth Tax Advisory Practice is seeking a Manager to deliver sophisticated... ...high-net-worth families and private enterprises. You will mentor... ...engagements, and deepen client relationships across the U.S.... ...continuous improvement in a hybrid client-facing environment...
- Get notified about new Client Relationship Associate jobs in United States... ...Associate - Phoenix, AZ (Hybrid) Client Relationship Associate -... ...Services) Client Service Associate, Private Client Group Client Services Associate - Wealth Management Senior Associate, Relationship...Private client
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...location, as EisnerAmper follows a hybrid working model and has offices... ...working understanding of trusts, estates, gifts, and charitable entities. Directly...Private clientTemporary workPrivate practiceWork at officeLocal area
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...play a pivotal role in guiding clients through complex tax regulations, helping... ...; MA-Boston; CA-Sacramento; US-Hybrid; UT-Salt Lake City; NJ-Florham Park...Full timeH1b$67.88k - $128.69k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...Baker Tilly (BT) as a Tax Senior Associate in Private Wealth/Private Client Services, working with our NorCal teams...Private clientLocal areaWorldwide- Northwestern Mutual seeks a Senior Director to design and deliver sophisticated estate and business plans for high-net-worth clients. You will provide strategic guidance, evaluate... ...Collaboration with attorneys, CPAs, and wealth managers is essential to deliver integrated...
- ...EisnerAmper is seeking a Tax Director to to help lead and expand our Real Estate Tax practice. This... ...sophisticated real estate clients, providing technical guidance... ...Structures Real Estate Private Equity Funds (REPE)... ...in a fulfilling way. A hybrid between a general tax...Local area
- ...Private Client Advisor- Agribusiness- Wealth Management Group Financial Services - Commercial Banking Sacramento... ...advice to include a focus on estate/succession planning. Private Client... ...products, in connections with client's tax, legal, and estate planning...Private client
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Services Tax - Real Estate Senior Manager, you will play... ...pivotal role in guiding our clients through the complexities... ...Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; PA-...Full timeH1bLocal area- Private Wealth Advisor About Our Client Our client is a distinguished wealth management firm specializing in alternative... ...Equity, Venture Capital, Real Estate, Private Debt , alongside... ...services also include business management, tax strategy, insurance, and financial planning...Private clientFull timeRemote work
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...Services Tax - Real Estate Manager, you will play a... ...our Tax practice, advising clients on their local and international... ...; LA-New Orleans; US-Hybrid; OK-Oklahoma City; PA-...Full timeH1bLocal area- Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, handle routine account activity, and assist with onboarding...Private client
$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory... ...level to join our growing firm! A Private Client Services Tax Senior Manager provides federal... ...owned business, investment partnerships, estates, and trusts Additionally, the following...Private clientImmediate startFlexible hours$176k
About the Job: This client-facing role is part of a dynamic... ...delivers comprehensive estate and business plans,... ...needs. The Senior Director will provide sophisticated... ...attorneys, CFPs, CPAs) and top wealth management advisors to... ..., business succession, tax mitigation, and...- ...sophisticated labor and employment matters, collaborating with experienced attorneys and supporting public and private sector clients. The role offers hybrid flexibility and may be based from Sacramento, Emeryville, or Santa Cruz. The ideal candidate has substantial civil...Private client
- JPMorgan Chase & Co. in Sacramento, CA, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, deliver personalized investment solutions...Private client
$190k - $225k
...law firm with an extensive real estate practice that covers the full... ...both emerging and established clients, representing public entities, corporate clients, private developers and property owners,... ...experience. The firm offers a hybrid work arrangement option, reasonable...Private clientFull time$141.15k - $288.38k
...the largest growth area in the tax industry? Do you have... ...practice and serve our largest clients, we have an exciting opportunity... ...industry, including hedge funds, private equity, investment partnerships... ...job responsibilities within a hybrid work model that requires US Tax...Work at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset... ...Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize...Full timeH1b- Talnt is seeking an experienced Estate & Trusts Tax Director to lead a sophisticated practice serving high net worth individuals, families, family... ...technical tax compliance with practice development and client relationship management in a growth-focused environment. The...
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