Hybrid Estate, Gift & Trust Tax Lead for HNW Clients
Hcvt Llp
HCVT CPAs LLP / Holthouse is seeking a Manager or Senior Manager for the Estate/Gift/Trust tax group to manage multiple high net worth client relationships and provide guidance on income, gift, estate, and trust planning and compliance. The role emphasizes leadership, technical tax expertise, and client collaboration. The position offers a hybrid work model in California, with opportunities for growth, training, and a strong team culture. #J-18808-Ljbffr Hcvt Llp
$140k - $185k
...positively impact our clients and people. Talented and... ....Holthouse is a tax, audit, advisory, and... ...Holthouse currently offers a hybrid work model that allows... ...whenever possible.The Estate/Gift/Trust tax group is seeking a... ...proven experience in leading and supervising a team...TaxHigh net worthWork experience placementWork at officeRemote work- ...Estate Planning & Business Attorney A well... ...its sophisticated Trusts & Estates practice.... ...estate planning and tax experience who enjoys... .... Counsel clients, families, private... ...state income, estate, gift, and generation-skipping... ...opportunities ~ Hybrid work flexibility...TaxHigh net worth
$175k - $400k
...Trusts And Estates Attorney This is a rare opportunity for a trusts and estates attorney seeking sophisticated work, meaningful client relationships, and a long-term platform for professional growth... ...with advanced wealth transfer, tax, and asset protection planning....TaxHigh net worthPrivate practiceWork at office$175k - $225k
...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... ...well as a working understanding of trusts, estates, gifts, and charitable entities....TaxHigh net worthTemporary workPrivate practiceWork at officeLocal area- ...Ventura County, CA | Hybrid - Only 2 Days In-Office | 5+ Years Are you an experienced trusts and estates attorney looking for more than just... ...benefits of an established client base and sophisticated work... ...business is required , and a Tax LL.M. is a plus but not necessary...TaxTemporary workInterim roleWork at officeLocal area2 days per week
- EisnerAmper in California seeks a Tax Senior Manager to lead the Private Client Services (PCS) practice. You will oversee multiple client engagements, mentor staff, and drive business development in a hybrid work environment with offices in Pasadena and beyond. Responsibilities...TaxHigh net worthPrivate practice
- W3Global is seeking an experienced Senior Tax Accountant to join its Westlake Village, CA team. The role focuses on tax compliance,... ...tax knowledge, and the ability to manage complex engagements and client relationships with minimal supervision. #J-18808-Ljbffr W3GlobalTaxHigh net worth
- ...play an important supportive role in the client experience as we believe that offering... ...financial planning subjects, including estate, insurance, tax, business and cash flow planning. In... ...want our clients to have as strong of trust and relationship with our Financial Planning...TaxHigh net worthImmediate start
- Premier Financial Search is seeking a Senior Tax Manager for a 45-person independent CPA firm in the Calabasas area. The role leads high-level tax review and owns key client relationships serving real estate, high net worth, entertainment, and closely held flow-through...TaxHigh net worthRemote jobWork at office
$130k - $170k
...Description Job Description Trust Administration Attorney... .... We specialize in estate planning, trust administration, tax planning, business law,... ...is dedicated to providing clients with ethical, knowledgeable... ...Westlake Village, CA Hybrid Work Schedule: Office and...TaxWork at officeWork from home- A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring...TaxHourly payRemote work
- ...Prepare and review tax returns and provide technical guidance to staff Work tax engagements for high-net-worth individuals, trusts, estates, and closely held businesses Lead tax planning initiatives, quarterly projections, and multi-state tax complia Tax, Accountant,...TaxHigh net worth
$140k - $185k
...positively impact our clients and people. Talented and... ...and Who We ServeWe offer Tax, Audit, Advisory, and... ...: Private Equity, Real Estate & Hospitality, Media &... ...advance in the profession. Hybrid WorkHCVT currently... ...closely related businesses, trusts, and exempt...TaxHigh net worthFull timeWork at officeRemote work$116.2k - $212.9k
...technically demanding tax planning projects... ...a wide range of clients and colleagues. This... ...responsibilities include: Leading the delivery of... ...will make you a trusted advisor and role model... ...understanding of estate and wealth planning... ...and leader-enabled hybrid model. Our...TaxHigh net worthWork experience placementPrivate practiceSummer holidayFlexible hours$38 per hour
...positively impact our clients and people. Talented and... ...Who We Serve We offer Tax, Audit, Advisory, and Business... ...: Private Equity, Real Estate & Hospitality, Media &... ...in the profession. Hybrid Work HCVT currently... ...partnerships, corporations, and trusts and its related income...TaxHigh net worthHourly payInternshipWork at officeRemote work- EisnerAmper seeks a Tax Senior Manager for its Private Client Services (PCS) practice. The role oversees multiple engagements, drives tax planning for Ultra‑High Net Worth clients, and supports business development while mentoring staff. The position offers flexible office...TaxHigh net worthRemote jobPrivate practiceWork at officeFlexible hours
$130k - $150k
...elevate your career beyond traditional tax compliance? This opportunity offers the... ...chance to advise high-net-worth individuals, trusts, estates, and closely held businesses while... ...trusts, estates, and closely held businesses Lead tax planning initiatives, quarterly...TaxHigh net worthWork at office$90k - $120k
...5+ years public accounting, CPA or EA preferred, expert-level tax knowledgeAbout UsWe're a five-person Boutique Advisory firm based... ...high-net-worth individuals and closely held businesses. Our clients trust us because we deliver what the big firms can't: direct access to...TaxHigh net worthFull time$200k - $300k
...but also in their ability to lead balanced, integrated lives. At... ...ProfileWeaver is looking for talented tax leaders at the Director level... ...our growing firm! A Private Client Services Director provides... ...business, investment partnerships, estates, and trustsTechnical knowledge...TaxHigh net worthImmediate startFlexible hours- EisnerAmper is seeking a Tax Director to lead and expand our Real Estate Tax practice. This individual will work closely with partners and firm leadership to guide sophisticated real estate clients through complex tax matters and growth opportunities. The ideal candidate...Tax
- ...D3 Search is seeking a Trust & Estates Legal Assistant on behalf of a highly respected CA-based... ...an experienced Trusts & Estates/Private Client Legal Assistant to join their Westlake Village... ...benefits package, 401K, generous PTO, hybrid 3/2 work model , paid parking onsite,...Full timeWork at officeLocal areaRelocation package
- ...in search of a skilled Tax Strategy Consultant to... ...compliance services for various clients.Review and approve... ...staff members.Act as a trusted advisor to clients,... ...and compliance guidance.Lead multiple client projects... ...reimbursement.Hybrid work model.A great chance...TaxHigh net worthLocal area
$145k - $175k
...boutique executive protection firms, trusted by high-ranking executives,... ...posting. Your Mission Our hybrid agents are not attached to a... ...across every environment the client moves through, at the same standard... ...in all of them. Residential estate posts requiring sustained...High net worthContract workFor contractorsOverseasShift workNight shift- ...services401(k) pre-tax and/or Roth IRA with... ...plansMatching gifts programEducation assistance... ...service levels to clients.The HRBP will... ...Region. The position is hybrid and will require 3... ...clients. Is a trusted and credible partner... ...and a framework for leading and managing changeResponsible...TaxFull timeTemporary workPart timeWork experience placementFlexible hours2 days per week1 day per week
- Senior Tax Manager Needed in Westlake Village Job Description We are seeking a Senior Tax Manager to lead client engagements, strengthen relationships, and actively contribute to the growth... .... Strengthen relationships. Serve as a trusted advisor by building deep, long-term...TaxHigh net worth
- ...worth and ultra-high-net-worth clients. This position supports the... .... The Director will lead complex financial analyses,... ...individual will serve as a trusted advisor to clients and internal... ...of investment decisions, tax considerations, estate planning strategies, and changing...TaxHigh net worthWork at office
$105k - $130k
...Description Senior or Manager Tax Accountant – CPA | Westlake Village, CA (Hybrid) | $105,000–$130,000 | Full-Time... ...business owners and high-net-worth clients, and mentor junior staff. If you... ...net-worth individual returns Trust and estate (fiduciary, 1041) income tax...TaxHigh net worthHourly payFull timePart timeWork at officeFlexible hours$144k - $184k
...Tax Manager OpportunityJoin a well-established top 100 public accounting... ...to work with sophisticated clients, mentor high-performing... ...clients on complex tax matters, lead challenging engagements from planning... ...the opportunity to become a trusted business advisor. Mentor,...TaxHigh net worth$38 per hour
...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...We Do and Who We Serve Holthouse is a tax, audit, advisory, and business management... ...skills to advance in the profession. Hybrid Work Holthouse currently offers a hybrid...TaxHigh net worthHourly payInternshipWork at officeRemote work$28 - $40 per hour
...firm helping individuals and businesses with tax preparation, planning, and year-round... ...business tax matters to cross-border taxation, estates, gifts, and trusts. We’re a small, collaborative team that values thoughtful client service, clear communication, and finding better...TaxHourly payFull timePart timeWork at officeRemote workWork from home
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