Senior Tax Planner for UHNW Estates & Trusts
Corient Private Wealth LLC.
A financial services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and advisory for high-net-worth individuals. Responsibilities include managing client relationships, conducting tax planning, and training junior staff. The ideal candidate has a BA/BS in Accounting, an active CPA or JD, plus at least 6 years of relevant experience. Strong communication skills and proficiency in Microsoft Office are essential. The role requires working on-site 4 days a week. #J-18808-Ljbffr Corient Private Wealth LLC.
- ...professionals - including wealth planners, tax advisors, estate attorneys, and other... ...Position The Senior Tax Planner is an experienced... ...advises ultra-high-net-worth (UHNW) clients on all aspects of... ...including portfolio managers, trust services, legal counsel, accountants...SeniorTaxWork at officeLocal area
- ...including multi-generational trusts, closely held business entities... ...worth, their cash flow and income tax situation, their family tree... ...the current structure of the estate and wealth transfer plans,... ...finding creative solutions. Senior Wealth Strategist At Fifth...SeniorTaxBank staff
$81.7k - $135k
...Join EY and help to build a better working world. Tax – Indirect Tax – Sales and Use – Senior Will you shape the future or will the future shape... ...current market trends, to maintain your credibility as a trusted advisor Develop clear, intelligent plans and...SeniorTaxSummer holidayImmediate startFlexible hours- ...Senior Tax Associate Focus will be on individual, trusts and gift tax returns. Develop strategies for wealth preservation among high-net-worth families. Manage... ...and administration. Demonstrate proficiency in estate and trust accounting, advising on both administrative...SeniorTax
$72.7k - $144k
Crowe is seeking a Senior Tax Associate in Houston, Texas, to identify tax planning and consulting opportunities for clients in the construction and real-estate sectors. This hybrid position allows remote flexibility while ensuring in-person collaboration. The ideal candidate...SeniorTaxRemote work- Pro Staff is seeking a Senior Payroll Tax Analyst in Houston, Texas to oversee payroll tax operations across jurisdictions. Responsibilities include leading payroll tax activities, ensuring compliance, and supporting ERP initiatives. The ideal candidate has over 7 years...SeniorTax
- A leading industrial company in Houston, Texas, is seeking a Tax Manager to provide expert advice on tax-related matters and ensure compliance with US tax laws. The ideal candidate will have at least 10 years of experience in preparing corporate tax returns and should possess...SeniorTax
$140k - $150k
...Senior Trust Officer The Senior Trust Officer will administer a book of trust accounts in accordance... ...partner with management, investments, tax, legal and compliance to take appropriate... ...10 years of trust administration and/or estate planning experience with at least 7 year...SeniorTaxPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning... ...Research current market trends and maintain credibility as a trusted advisor. Build client relationships and demonstrate deep...SeniorTaxFlexible hours- About Northern Trust Northen Trust is a Fortune 500 company that has operated since 1889, offering innovative financial services to... ...management, security custody, financial consulting, estate and tax planning) through ongoing training. Lead sales calls and present...SeniorTax
- ...StrategistSkip to main contentPlease view Northern Trust's cookie policy here.# NT CareersSr... ...security custody, financial consulting, estate and tax planning). Attend meetings and classes... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorTaxWork experience placementFlexible hours
$132.7k - $303.2k
...valued work and advice. Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory or annuity tax service... ...tax projects are timely and accurately completed. Serve as a trusted advisor and role model across multiple teams, research tax law...SeniorTaxWork experience placementSummer holidayFlexible hours$87.11k - $114.35k
Baker Tilly Advisory Group, LP in Houston, TX is seeking a Tax Senior Associate with expertise in Real Estate Property Tax to join its State & Local Tax practice. Responsibilities include managing property tax filings, appealing assessment notices, and ensuring compliance...SeniorTaxLocal area- RSM is seeking an experienced Tax Partner for its Family Office Enterprise practice in Houston, Texas. This role involves leading tax engagements and providing expert advice on complex tax matters while maintaining exceptional client relationships. The ideal candidate will...SeniorTaxWork at office
- MDAEdge is looking for a Tax Manager in Houston, Texas. The successful candidate will lead complex tax engagements involving high-net-worth individuals, estates, and trusts. Key responsibilities include managing tax returns, advising clients on estate planning, and mentoring...Tax
- Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services across real estate sectors. You will manage teams, analyze tax operations, and develop strategies for clients. The ideal candidate should have 7-10...SeniorTax
- ...Senior Appraiser Appraises real estate properties independently for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition... ...concepts, commercial real estate terminology, and property tax jurisdictional processes and procedures. Knowledge of...SeniorTaxLocal area
- Buckeye Partners L.P. in Houston is seeking a Senior Advisor, Property Tax to handle complex ad valorem tax compliance, valuation, and planning matters. The ideal candidate will have significant experience in the oil and gas industry and be well-versed in multi-state property...SeniorTaxWork at office
- Ryan LLC is seeking a Property Tax Senior Consultant in Houston, Texas. The Senior Consultant will work with a team to identify property tax savings and conduct analysis on assessment data. This hybrid role requires about 20% local travel. Candidates should hold a relevant...SeniorTaxLocal area
- ...We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is... ...mentoring, and technical training to tax staff and seniors Liaise with attorneys, investment advisors,...Tax
- Tax Professional (Senior / Supervisor / Manager) Our client, Desroches Partners, provides a complete range of tax, assurance, and consulting services to a diverse portfolio of clients, with a focus on estate and business succession planning, income tax reduction strategies...SeniorTaxImmediate startRemote workRelocation package
- ...TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT... ...-Money or similar preferred Some tax background a plus COMPETENCIES:... ...; Keeps commitments; Inspires the trust of others; Works with integrity and...Tax
$120.74k - $203.84k
...collaboration is the best way forward. We are in search of a Senior Health Planner to support our growing Health practice and continue the... ...shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve...SeniorFull timeTemporary workPart timeFlexible hours- ...Job Description Job Description The Opportunity: Trusts & Estates Paralegal Send resumes to: ****@*****.*** About... ...a rare opportunity to join a sophisticated and collaborative Tax, Trusts, and Estates practice within a nationally respected law...Tax
$100k - $150k
...Prominent law firm specializing in probate, estate planning, guardianship, and litigation... ...Texas State Bar. 3+ years of experience in trust and estate planning, administration, and litigation... .... Strong knowledge of Texas estate laws, tax laws, and fiduciary duties. Excellent...TaxLocal area- ...McDermott Senior Planner Our ingenuity fuels daily life. Together, we've forged some of the most trusted partnerships across the energy value chain to make what was once just an idea a reality: laying subsea infrastructure thousands of feet below sea level, installing...SeniorWork at office
$72.7k - $144k
...With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you... ...innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative...SeniorTaxWork at officeLocal areaRemote workWorldwide- RINA is looking for a Tax Specialist in Houston, TX, to oversee fiscal operations and ensure compliance within the Americas Finance Division. The role includes tax management, financial planning, and analysis. Ideal candidates should have a Bachelor's degree in Business...SeniorTax
- ...Trusts & Estates Paralegal at Jackson Walker LLP Jackson Walker, the largest law firm in Texas, has an exciting full‑time employment opportunity... .... Prepare initial drafts of various state and federal tax reports and returns, including Texas Franchise Tax No Tax Due...TaxFull timeWork experience placementWork at office
- EY in Houston is looking for an Engagement Business Advisor (EBA) - Senior Associate to oversee financial and operational activities during engagement lifecycles. This role serves as a trusted advisor supporting Partners and Managing Directors. Key responsibilities include...SeniorFlexible hours
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