Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients. This role requires a CPA or JD and at least 5 years of relevant experience in public accounting or law. The candidate will manage multiple projects while exhibiting strong leadership and client relationship skills. Crowe offers a hybrid work environment and is committed to employee growth and innovation in tax strategies. #J-18808-Ljbffr Crowe
$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique... ...entertainers, and others with complex tax and financial structures.... ...offers expertise in estate, income, gift, and trust tax consulting and... ...Summary A Tax‑Experienced Manager, Private Client Services is...SuggestedWork at office- ...Job Description Job Description Hybrid Trust and Estate Tax Manager - Fiduciary Tax Orange County (2-3 days a week In office) 150k-170k... ...firm that genuinely practices work-life balance. Our 92% client satisfaction score reflects our commitment to excellence,...SuggestedWork at officeLocal areaWork from home2 days per week3 days per week
$130k - $200k
...Job Description Job Description Tax Manager / Senior Tax Manager – Estates & Trusts Location: Orange County, CA Schedule: Hybrid | 2–3 Days In-... ...recognized for technical excellence, long-standing client partnerships, and a collaborative culture that values...SuggestedWork at officeImmediate startWork from homeFlexible hours$120k - $170k
...Job Description Job Description Tax Manager - Trust & Estate Focused Position: Tax Manager - Trust & Estate Focused In office Requirement... ...gift, trust, and estate tax. This role will be focused on clients with trust and estate returns along with there individual...SuggestedOngoing contractWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$132k - $190.1k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...your success! The Role Managers in our Private Client Services... ...Principals, Trusts and Estates. Managers Can Expect To...SuggestedFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$132k - $190.1k
Join to apply for the Real Estate Tax Manager role at Andersen 6 days ago Be among the first 25 applicants... ...ordinary, working with extraordinary clients spanning every industry, regardless of... ...flourish as leaders, colleagues and trusted advisors. We equip you with world-class...Full timeWork experience placementH1bLocal areaWork visa$150k
...Tax Manager - HNWI - Trusts & Estates Location: Laguna Beach - Relocation assistance Job Description: We are currently looking for a Tax Manager to join... ...reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate...Work at officeImmediate startRelocation packageFlexible hours$102.1k - $187k
...better working world. Tax Services Manager - Financial Services Office... ...side by side with a range of clients from our most venerable... ...Management, Insurance, and Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the global...Full timeSummer holidayWork at officeRemote 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...Full timeWork experience placementSummer holidayFlexible hours$125k - $145k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...legally bound to act in our clients' best interests — always.* Mercer... ...returns for high-net-worth individuals, trusts, and businesses Create quarterly...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$220k - $300k
...The Role As a member of the Private Client Services practice, Tax Directors oversee the efforts of... ...Alternative Investment Fund Principals, Trusts and Estates. Responsibilities Conduct secondary... ...communication with clients to manage expectations, ensure excellent client...Full timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice across the real estate... ..., strong analytical skills, and the ability to build solid client relationships. Benefits include a competitive salary...Remote work$73.5k - $212.28k
...to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...member's unique strengths, and managing performance to deliver on... ...virtual teams Skills in building trusted client relationships Ability...Full timeH1bWork at officeRemote work$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...$111k - $145.71k
...Responsibilities Join Baker Tilly as a Tax Manager with our Irvine office! This is a great... ...services and tax compliance to small business clients. You will work side‑by‑side with firm... ...you serve You can see yourself as a trusted business advisor, working face‑to‑face with...Work at officeLocal area$115k - $150k
...audit, financial statement, tax services, fraud detective services... ...exceptional service to our clients while fostering a supportive... ..., exempt organizations, and estates and trust. Demonstrate strong... ...development. Participate in firms’ management meetings. Collaborate with...Local areaRemote workFlexible hours$121k - $181.4k
...Overview Job Description As the Corporate Tax Manager, you’ll be a member of our corporate tax... ...the primary tax relationship with the client, and you will help with the engagement management... ...business more personal and building trust into every result – for our clients and...InternshipSeasonal workWork at officeLocal area3 days per week- ...different markets and we are in need of a Tax Manager to be at the center of our business... ...Services Manager is responsible for advising clients on the tax implications of their... ...environment to develop their skills as trusted advisors to our clients. Our commitment...Work at office
$135k - $160k
...Overview Tax Manager USA: Irvine, CA | Hybrid Job Details The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting... ..., High Net Worth individual, C-Corp and Trust taxation desired. Previous experience...Work at office- ...direct hire opportunity for an experienced Tax Manager to lead tax compliance, planning, and advisory services for a diverse client portfolio, including high-net-worth individuals... ..., accuracy, and timeliness. Serve as a trusted advisor to clients by proactively identifying...Temporary work
- ...Unlock Your Potential: TAX MANAGER Position Open for Experienced Candidates Location: Irvine... ...as intermediaries between partners, clients, senior associates and supervisors.... ...individual, partnership, corporate, and trust and estate tax services. Developing and...Full timeWork at officeImmediate startRemote workFlexible hours
- Mercer Advisors is seeking a Tax Manager to enhance our Tax Team in Newport Beach, California. This position focuses on providing tax compliance services to high-net-worth clients, emphasizing client relationships and personalized service. The ideal candidate will have...
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level... ...you with the opportunity to help our clients meet their tax obligations while managing... ...clients and stakeholders to build trust. Uphold the firm's code of...H1bLocal areaOverseas$95.5k - $195.4k
...work with life moments, you're trusted to deliver results and make an... ...of our DNA across our audit, tax, and consulting groups. That's... ...industry. Job Description A Manager in the Exempt Organizations Tax... ...the unique needs of tax‑exempt clients. Our EO team is highly...Local area$106k - $125k
Job Summary We are looking for a Tax Manager to join our Tax Team. The Tax group works with... ...tax compliance services to high‑net‑worth clients. This role focuses on client service... ...returns for high‑net‑worth individuals, trusts, and businesses. Create quarterly estimates...Temporary workWork at officeLocal areaHome officeMonday to Friday$102.5k - $209.4k
...work with life moments, you're trusted to deliver results and make... ...of our DNA across our audit, tax, and consulting groups. That'... ...and audit services, to help management meet those challenges. Responsibilities... ...professional services to clients, including consulting, tax...Local areaRemote work$99.75k - $262.5k
BDO USA in Costa Mesa is seeking a Tax Senior Manager specializing in partnerships. In this role, you will advise clients on tax implications, lead teams, and develop effective strategies to enhance client benefits. The ideal candidate will have over eight years of tax...$250k
...seeking an accomplished Senior Tax Director to join our Newport Beach... ...technical expertise, strong client advisory skills, and proven leadership in managing complex portfolios and staff. This... ...in complex tax matters, trust and estate planning, and strategic business...Full timeWork at officeRelocation packageAfternoon shift$102.5k - $209.4k
...dynamic and entrepreneurial Federal Tax Consulting Services practice... ...federal tax consulting to clients ranging from middle‑market companies... ...is currently searching for a Manager to support projects in the... ...Crowe’s values of Care, Trust, Courage, and Stewardship. These...Work at officeLocal areaRemote work$205k - $240k
Global Employee Tax and Compensation Manager page is loaded## Global Employee Tax and Compensation Managerlocations... ...and private markets. We invest our clients’ capital across a range of fixed... ..., industry thought leader and trusted advisor to our clients.## Job DescriptionThe...Flexible hours
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