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... ...governance needs. Position The Senior Wealth Planner is an... ...advises ultra-high-net-worth (UHNW) clients on all aspects of... ...including portfolio managers, trust services, legal counsel,...SeniorTaxWork at officeLocal area
$150k - $200k
...HNW Senior Tax Manager - RemoteJob posted by Josh Forth.Salary: $150,000 - $200,000 per yearJob DetailsApply if you meet the following qualifications:BS/MS in Accounting or similar5+ Years of Public Accounting ExperienceCPAEqual Opportunity Employer StatementJobot is...SeniorTaxLocal area- ...Associate Advisor / Wealth Planner This position works directly... ...other areas such as Financial, Estate & Retirement Planning. As a member... ...or similar preferred Some tax background a plus Diversity... ...commitments; Inspires the trust of others; Works with integrity...Tax
- TOTAL Deutschland GmbH is seeking a Senior Tax Advisor for its U.S. operations, with responsibilities including tax planning, research, and providing actionable advice on U.S. and global initiatives, particularly in the Renewables sector. The ideal candidate should have...SeniorTax
- A dynamic corporation based in Houston seeks a Senior International Tax Associate to review foreign and U.S. international tax returns and assist in preparing the worldwide tax provision. Candidates must have a degree in Accounting/Finance and a minimum of 3 years of tax...SeniorTaxFull timeWork at officeWorldwide
- Buckeye Partners is seeking a Senior Advisor, Property Tax in Houston, TX. This role involves complex ad valorem tax compliance, negotiation with authorities, and property tax analysis. Applicants should have 5-8+ years of experience in the oil and gas industry and possess...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
$130k - $150k
...Codispoti Law is seeking an experienced Estate Planning Attorney who wants to do sophisticated... ...documents, including: -Revocable trusts -Irrevocable trusts -Wills -Powers of... ...experience Exposure to advanced planning or tax-oriented strategies Experience...SeniorTax$124k - $335k
...Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary... ..., clients and stakeholders to build trust. * Uphold the firm's code of ethics... ...The Opportunity As part of the Real Estate team you are expected to provide exceptional...SeniorTaxH1bLocal areaOverseas- ...Anywhere in Country Overview Handling tax in such a large, sophisticated organization... ...of current tax practices. As a Real Estate Tax Senior Manager, you will apply your knowledge to... ...market trends to maintain credibility as a trusted advisor. Building client relationships...SeniorTaxFlexible hours
$77k - $214k
...Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted...SeniorTaxH1bLocal areaOverseas- Senior Project Controls Specialist (Resource Planner) Protingent Staffing has an exciting contract Senior Project Controls Specialist (Resource Planner) with our... ...plan), education/certification reimbursement, pre-tax commuter benefits, Paid Time Off (PTO), and an administered...SeniorTaxFull timeContract workWork experience placement
$150k - $200k
...Jobot is looking for a HNW Senior Tax Manager to join their team remotely. The ideal candidate should have a BS/MS in Accounting, along with over 5 years of public accounting experience and a CPA. This position offers a competitive salary ranging from $150,000 to $200...SeniorTaxRemote work$150k - $200k
A law firm in Houston is seeking a Senior Attorney specializing in guardianship, powers of attorney, trusts, and estates. This full-time position requires at least 5 years of legal experience and a valid Texas license. Responsibilities include providing expert legal advice...SeniorFull time$147.4k - $336.8k
...Anywhere in Country The opportunity Our tax function is constantly evolving, and it'... ...There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your... ...trends, to maintain your credibility as a trusted advisor Building client relationships...SeniorTaxSummer holidayFlexible hours- EY is seeking a Real Estate Tax Senior Manager to handle complex tax operations and deliver strategic insights to a diverse client base. This role requires significant experience in real estate tax and the ability to manage projects and teams effectively. You will be expected...SeniorTax
- A global professional services organization seeks a Senior in Indirect Tax to manage property tax strategies in Houston, Texas. This role involves advising on tax regulatory changes, optimizing tax credits, and ensuring compliance for various entities. Candidates should...SeniorTaxRemote work
$147.4k - $336.8k
Ernst & Young Oman is searching for a Real Estate Tax Senior Manager in Houston, Texas. You will be responsible for providing expert tax advice, leading teams, and managing various tax planning projects. Ideal candidates will have 7-10 years of real estate tax experience...SeniorTaxFlexible hours- ...opportunity to work alongside a sophisticated estate planning and wealth transfer team handling... ...planning documents, probate filings, and tax returns Manage probate administration... ...What We’re Looking For: ~5+ years of Trusts & Estates experience ~ Exceptional attention...Tax
$157.2k
...integrates wealth management, tax planning, and family office services... ...the intersection of advanced estate and family enterprise planning... ...for ultra‑high net worth (UHNW) individuals,... ...oriented services (e.g., personal trusts, living trusts, wills, estate...TaxWork at office- A leading financial advisory firm in Houston seeks an experienced Senior Wealth Planner to provide comprehensive guidance to ultra-high-net-worth clients. This role involves crafting bespoke wealth plans and managing client relationships. Candidates should have 10+ years...
$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- Warren Recruiting is seeking a Wealth Preservation/ Trusts and Estates Associate attorney to join a leading law firm in their Houston, Texas... ...Energy, Public Law, Finance, Mergers and Acquisitions, Trust, Tax, Estate Planning, Trademark, REIT, Securities, Banking, Capital...Tax
- ...encourage you to submit your details. Job Overview: The Senior Planner uses McDermott's Planning/Scheduling discipline practices and... ...fuels daily life. Together, we've forged some of the most trusted partnerships across the energy value chain to make what was once...SeniorWork at office
- ...After Five Years of Service The Property Tax Senior Consultant ("Senior Consultant") works... ...Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and... ...Administration, Engineering, Economics, Real Estate, Business Management, Public...SeniorTax
- ...matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program....SeniorTaxFull timePart timeWork experience placementRelocationVisa sponsorshipFlexible hours
$100k - $140k
...Transformative Power of Withum Plus You Withum is seeking a Real Estate Valuation Senior Associate who is an early to mid‑career professional with a... ...in performing accounting, auditing, advisory, and tax functions for our diverse client base. The Real Estate Valuation...SeniorTaxTraineeshipWork at officeLocal area- ...accepting search firm submissions in connection with this opening. Trusts & Estates Paralegal FLSA Status: Non-Exempt Department:... ...documents. Prepare initial drafts of various state and federal tax reports and returns, including Texas Franchise Tax No Tax Due...TaxFull timeWork experience placementWork at officeLocal area
- ...Preservation of capital through effective estate-planning techniques. Explanation of how... ...company's capital structure and the owners' tax positions (e.g., redemptions, dividend... ...experience in public accounting. Combined Trust & Estate and Corporate Tax experience as an...TaxFull timeTemporary workPart timeWork experience placementWork at office
- ...that collaboration is the best way forward. We are seeking 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 timeFlexible hours
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