Tax Director, Private Client (Estate, Gift & Trust) - Hybrid
Armanino Advisory LLC
Armanino Advisory LLC is seeking a seasoned tax professional to perform technical reviews of tax returns, primarily for high-net-worth individuals. The role requires managing complex engagements and delivering results while fostering relationships across the firm. Successful candidates will have at least 8 years in public accounting and a strong understanding of tax laws. Benefits include medical, flexible work arrangements, and a generous PTO plan. #J-18808-Ljbffr Armanino Advisory LLC
- ...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on... ...engagements and workflow of multiple clients and related deliverables to minimize...Private clientLocal areaFlexible hours
$195.7k - $254.4k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass-through entities), trust, estate, and gift tax returns. Provide consultation on... ...coordinating the workflow of multiple clients and deliverables to minimize risk and surprises...Private clientLocal areaFlexible hours$130k - $173k
...Description Job Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office... ...expertise to join its growing Private Client / Private Wealth practice. This... ...path toward Senior Manager / Director / Partner Excellent work-life...Private clientPrivate practiceWork at officeRemote workFlexible hours- ...Job Description Tax Manager – Estate, Gift & Trust (Top National Firm |... ...join their growing Private Wealth practice.... ...is a high-impact, client-facing role working... ...office locations Hybrid flexibility as the... .... Joey Wieger Director of Recruiting 605...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...placements with stable and rapidly growing clients. We have established deep... ...compensation. It will be integral to the tax planning of individuals, trusts and businesses and will apply tax... ...with High Net Worth Individual, Gift/Estate& Trust Tax (706, 709, 1041, 1065...Suggested
$120.3k - $166.1k
...Responsibilities Review and coordinate preparation of tax returns as it relates to high-net-worth individuals,... ...tax return as well as their closely held businesses, trust, estate, and gift tax returns Advise clients on a full spectrum of tax services, including...Private clientContract workLocal areaFlexible hours- ...Partner / Partner Group – Private Client Global Law Firm with a... ...matters, including: Estate planning, wills, and... ...Wealth structuring, tax and estate planning... ...business governance Trusts, foundations, and private... ...The Opportunity True hybrid flexibility : 3 days per...Private clientPrivate practiceWork at officeWorldwide3 days per week
- ...Remote Options/Office Hours : Hybrid or Fully In-Office... ...Paralegal Summary: The Senior Trusts & Estates Paralegal must have at least... ...administration and probate. Tax background and understanding... ...deadlines Managing and organizing client files as well as keeping...Hourly payRemote work
- A leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least...Private clientFlexible hours
$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast... ...~ Experience managing a team ~ Willing to work hybrid $98,500 - $160,000 a year The salary range for this...Private clientFull timeLocal areaRemote workFlexible hours$165k - $195k
...to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates... ...litigation matters Ability to work on a hybrid schedule requiring three (3) days in the office...Permanent employmentContract workTemporary workWork at office$113.4k - $169.4k
Department Tax Employment Type Full Time Location United States Workplace type Fully remote Compensation $113,400 - $... ...driven organization committed to making a meaningful impact for our clients, our people, and our communities. Recognized as a Top Workplace...Full timeRemote work$238k - $362.6k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Description: Tax Director Responsibilities Are you... ...can see yourself as a trusted business advisor, working... ...rate range is $223,000 to $348,650 #LI-MS1 #LI-hybridLocal areaWorldwide$120k - $150k
...Tax Manager (Hybrid) Pleasanton, CA, United States About the Job Tax Manager Location... ...of tax and accounting services to our clients. You will lead and mentor a team of Staff... ...Familiarity with multi-state taxation, real estate, and high net worth individuals....Work at officeLocal areaImmediate startRemote work- ...Audit Senior/Supervisor (Hybrid) Danville, CA, United States About the Job Job Title: Audit... ...specialize in providing comprehensive audit, tax, and advisory services to clients in various industries, including real estate and construction. As we continue to expand...
$100k - $150k
...Tax Manager Folsom, California, United States... ...solutions and advice to help clients achieve their goals... ...is a high growth, private equity backed, multi branch... .... This position is a hybrid role if you are... ...prepare and review income, estate/trust and gift tax returns and provide...Full timeTemporary workLocal area$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities... ...& Local tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our...Private clientWork at officeLocal area$100k - $185k
...Senior Tax Manager Due to continuing growth... ...tax review and client advisory, the role... ...support the firm's Director in leading and managing... ...partnerships) and trust tax return... ...corporate, partnership and estate tax returns ~... ...the employee will be hybrid or fully in-office)...Work experience placementWork at officeLocal areaRemote workFlexible hours$200k - $250k
...515, San Jose, CA, 95113, US (Hybrid) Base Range $200,000 - $250... ...Expand revenue of existing clients Responsible for short-term... ...key client contact; viewed as a trusted business advisor by clients... ...and expertise in accounting, tax, advisory, benefits, insurance...Temporary work- ...Description Stelvio Private Wealth is a... ...out of the Private Client Group at Wells Fargo... ...role for a Wealth Tax Associate. The role will take on a Hybrid schedule, with in-office... .... Serve as a Trusted Advocate of the... ...Advisors' Managing Director of Investments in February...Private clientFull timeTemporary workWork at officeImmediate startFlexible hours
$140k - $225k
...Job Description Senior Tax Manager We are a local... ...services. We have clients among a wide range of industries... ...Athletes, Real Estate, Construction, Manufacturing... ...with flex hours, a hybrid remote schedule, generous... ...Experience working with Gift, Trust, and Estate Returns...Ongoing contractLocal areaRemote workFlexible hours$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Private clientWork at office- ...the Opportunity Our client is seeking a Family... ...support, insurance, legal, tax, estate planning, and broader... ..., insurance brokers, private banking contacts,... ...working knowledge of trusts and estate planning structures... ...trusts, LLCs, gifting strategies, promissory...Private clientWork at office
$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place of... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager...Private clientWork at officeLocal area$140k - $190k
...Family Law Associate Attorney - Hybrid Menlo Park or San Ramon! This Jobot Job is hosted... ...values are centered around our people and our clients. We believe that putting your employees... ...: high-net-worth individuals, real estate investors, and corporate entities—and many...Work at officeLocal areaFlexible hours$130k - $230k
...Probate, Trust, & Estate Attorney Career Consulting Partners has partnered with a nationally... ...have been recognized as a leader in Private Wealth Disputes in the "Chambers and Partners... ...other legal documents. Represent clients in court appearances, mediation, and...Worldwide- ...structures, corporations, individuals and trusts. Oversee timely completion of... .... Routinely consult with clients on various tax and real estate issues, including quarterly estimated... ...experience preferred. Experience in the private sector is a plus. GoSystems tax...
- ...involvement in reviewing tax returns and working... ...to build strong, trusted relationships with clients. We offer a comprehensive... ...of securities funds, private-equity and venture capital firms, real estate funds, private... ...people. We offer a hybrid-working model, state-...Work at office
- ...assisting with both internal and external financial reporting. *Hybrid work schedule* POSITION RESPONSIBILITIES Prepare monthly,... ...happy and healthy homes. For over 45 years, its innovative and trusted solutions have helped lawns grow greener, gardens bloom bigger,...Flexible hours
$125k - $195k
Solid Rock Recruiting LLC is seeking an experienced Tax Manager for a public accounting firm in the San Francisco Bay area. This hybrid role involves managing complex tax engagements, mentoring staff, and advising clients. The ideal candidate will have an active CPA...
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