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
- ...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$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- ...growing accounting firm in Huntington Beach, CA, is seeking a Tax Manager with over 10 years of experience. The successful candidate will... ...accounts and manage a skilled tax team while enhancing client relationships. Candidates should be proficient in tax compliance...Suggested
$132k - $190.1k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry,... ...as leaders, colleagues and trusted advisors. We equip you with... ...of your success!The RoleReal Estate Tax Managers possess a strong technical knowledge...SuggestedFull timeWork experience placementH1bLocal areaWork visa$100.35k - $205k
...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...Real Estate Investment Trust qualification rules? Are... ...estate industry to serve clients? If you answered yes to... ...Tax practice as a Tax Manager. What You’ll Do...Work at officeLocal areaWorldwide2 days per week3 days per week$132k - $190.1k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ..., working with extraordinary clients spanning every industry,... ...flourish as leaders, colleagues and trusted advisors. We equip you with... ...Fund Principals, Trusts and Estates.Managers can expect to:Maintain...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax... ...clients and stakeholders to foster trust and collaboration- Coaching...Full timeH1bLocal area$99k - $266k
...ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...Services Tax - Real Estate Manager, you will play a pivotal role... ...within our Tax practice, advising clients on their local and... ...thoughtfully to establish a secure and trusted workplace for all.Applications...Full timeH1bLocal area$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...International and Private Client services. This Founders & Tech... ..., fiduciary, gift and estate and other tax returns, ensuring... ...tech executivesServing as a trusted advisor, managing client relationships through...Full timeLocal area$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...Work experience placementSummer holidayFlexible hours$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...Seasonal workFlexible hours$110k - $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$180k - $220k
...City, CA / Irvine, CATax - Private Client Services (PCS) /Full-time /... ...questions that lead to innovation. As a Tax Director within PCS, you will be responsible... ...on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$220k - $300k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...Principals, Trusts and Estates.Conduct secondary review... ...communication with clients to manage expectations, ensure...Full timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance?... ...rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery...Work at officeLocal area$91k - $321.5k
...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...the owners of PwC. As a Senior Manager you are expected to lead large... ...thoughtfully to establish a secure and trusted workplace for all.Applications...Full timeH1bRemote work$120k - $130k
Tax ManagerLocation: Fully Remote - must work time zone PST, 8am... ...your tax leadership career?Our client is a boutique tax strategy... ...client service have made them a trusted advisor in the tax planning space... ...function. • Review and manage complex federal, state, and local...Local areaRemote work$125k - $150k
Overview Tax ManagerUSA: Irvine, CA | Hybrid MGO is a top 50... ...fuel the global ambitions, of clients in 97 countries. MGO is proud... ...Accounting.Job DetailsThe Tax Manager is responsible for advising clients... ...Worth individual, C-Corp and Trust taxation desired.· Previous...Full timeWork at officeLocal areaRemote work$138k - $172.5k
As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and work on business... ...the primary tax relationship with the client, and you will help with the engagement... ...business more personal and building trust into every result - for our clients and...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$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$124k - $335k
...advisory needs such as audit, tax compliance, and planning to help... .... Our team helps our clients design and implement personal... ...focus on key issues like wealth management, compliance, cash flow management... ...clients and stakeholders to build trust.Uphold the firm's code of...Full timeH1b- Job Title: Tax ManagerDepartment: TaxFLSA Status: ExemptABOUT... ...industries including real estate, technology, life sciences,... ...personalized attention our clients rely on. As a Tax Manager, you will oversee the... ...corporations, partnerships, and trusts.• Supervise and mentor...Local area
$175k - $240k
...public and private markets. We invest our clients’ capital across a range of fixed income... ...an innovator, industry thought leader and trusted advisor to our clients.Job DescriptionThe Global Employee Tax and Compensation Manager will serve as PIMCO’s in-house expert on...Full timeFlexible hours$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior... ...play a pivotal role in advising clients on their local and... ...stakeholder management and building trust- Innovating processes to enhance...Full timeH1bLocal area$99k - $266k
...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their... ...thoughtfully to establish a secure and trusted workplace for all.Applications will...Full timeH1bLocal areaOverseas$150k - $200k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...as International and Private Client services. As aFounders & Tech... ...your time: Reviewing individual, trust, partnership and corporate tax... ...and diverse industries Managing multiple engagements concurrently...Full timeWork at officeLocal area$100.35k - $205k
...and consulting services to individual clients and their trusts, estates, family offices, investment vehicles,... ...while providing solutions to complex tax issues? Do you not only know what AGI... ...May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice,...Private practiceWork at officeLocal area$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...play a pivotal role in helping our clients navigate complex tax landscapes, focusing... ...conversations with teams and stakeholders to build trust and foster collaboration- Contributing...Full timeH1bLocal area$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...
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