Senior Estate & Gift Tax Leader (HNW Advisory)
$140k - $185kHolthouse Carlin & Van Trigt
Holthouse Carlin & Van Trigt LLP is seeking an experienced tax professional to provide compliance and advisory services to High Net Worth Individuals. The role involves advising on income tax issues, maintaining strong client relationships, and supervising team members. Candidates must have a Bachelor’s degree in accounting, 5+ years of experience, and be a licensed CPA. The position offers a hybrid work model and a salary range of $140,000 to $185,000. #J-18808-Ljbffr
$140k - $185k
...possible. Responsibilities Providing tax compliance and advisory services to High Net Worth... ...Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning... ...in leading and supervising a team of seniors and staff accountants Ability to learn...SeniorTaxHigh net worthWork experience placementWork at officeRemote work$225k
...Job Description Job Description Senior Tax Manager (Trust/Estate/Gift Team) - Top 100 Firm in the U.S.... ...00 Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees... ...Tax Manager to our Trust/Estate/HNW team. For this role, typically, you...SeniorTaxHigh net worthRemote jobImmediate start$185k - $230k
...Description Job Description Tax Principal | Director - Estate, Trust, Gift exp. Los Angeles |... ...people-centric tax and advisory firm built on partnership... ...Estate Gift, Trust, HNW tax practice with a focus... ...closely-held entities. In this senior role, you’ll lead client...TaxHigh net worthFull timeWork at officeLocal areaWork from homeFlexible hours$120k - $130k
Senior Associate, Client Advisor SCS Financial is seeking a highly... ...across areas such as estate, tax, cash flow, philanthropy, and... ...estate summaries, flow charts, gift ledgers, insurance reviews, and... ...wealth management, investment advisory, family office, or private banking...SeniorTaxHigh net worthWork at office$250k - $300k
...leading law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team. The role requires over 10 years of... ...advanced estate planning documents and providing strategic tax guidance. The salary range is between $250,000 and $300,000,...SeniorTaxHigh net worth$190k - $250k
...Mid‑Senior Estate Planning Attorney | High‑Net‑Worth Clients Salary: $190,000 – $250,000 per year... ...planning, asset protection, and tax‑sensitive structures. Why Join Us High‑level... ...transfer‑tax principles, including estate, gift, and generation‑skipping transfer tax rules...SeniorTaxHigh net worthPrivate practiceLocal area$150k - $230k
Overview HNW Senior Manager | Director USA: Los Angeles... ...MGO is a top 50 CPA and advisory firm with 500+... ...Place to Work” and a leader by Accounting Today and... ...seeking a High Net Worth Tax Senior Manager or Director... ...including Individual, Estate, Gift, Trust, S‑Corporation,...SeniorTaxHigh net worthWork at office- ...A global consulting firm is seeking a Senior in International Corporate Tax Advisory to manage and develop teams while providing technical tax advice. You will engage with clients on domestic and international tax issues and lead projects in a collaborative environment...SeniorTaxFlexible hours
$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our people... ...strategies, tax credit maximization, estate planning and international... ...amongst peers and industry leaders through our events, blogs and... ...developing a high net worth (HNW) practice to address the needs...SeniorTaxHigh net worthLocal areaWorldwide$153.43k - $332.7k
KPMG Careers in El Segundo, California is seeking a Manager or Senior Manager for the Business Tax Services practice. The ideal candidate will provide tax compliance and advisory services to corporations and partnerships while managing a diverse client portfolio. They should...SeniorTax$170k - $190k
...A prominent national accounting and advisory firm is seeking a Senior Business Manager with deep tax expertise to manage high-net-worth clients including entertainers and athletes. The ideal candidate will have over 7 years of experience in tax and business management...SeniorTaxHigh net worthRemote work$265k - $320k
...attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate... ...Wealth preservation strategies Gift and estate tax planning Generation... ...related instruments Tax Planning & Advisory Counsel clients on: Federal...SeniorTaxHigh net worthFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- A leading accounting firm is seeking a Tax Senior Manager to provide comprehensive tax planning for high-net-worth individuals. This role involves reviewing legal documents, preparing tax returns, and enhancing client relationships. Ideal candidates will have over 7 years...SeniorTaxHigh net worthRemote work
- EY is hiring a Real Estate Tax Senior Manager in Los Angeles to provide expert tax advice and lead diverse tax planning projects. The ideal candidate should have 7-10 years of experience in real estate tax, a CPA certification, and strong skills in managing budgets and...SeniorTaxFlexible hours
$75k - $110k
...A leading accounting firm is seeking a Tax Senior to prepare and review complex tax returns for high-net-worth clients. The ideal candidate will have 2-5 years of public accounting experience, a Bachelor's in Accounting or Finance, and a CPA license (or working towards...SeniorTaxHigh net worthRemote work- Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating...SeniorTaxHigh net worth
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences...SeniorTaxHigh net worth- ...Overview Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify... ...the preparation of trusts, estate, gift tax returns and trust accounting for... ...CA CFO — La Palma, CA VP Accounting Advisory — Los Angeles, CA #J-18808-Ljbffr...SeniorTaxImmediate start
$150k - $165k
...Advanced Planning to guide high net worth clients in financial and estate planning. This role combines client engagement with... ...collaborative skills. Requires substantial experience in trusts, estate tax, and planning. The position supports hybrid working arrangements...SeniorTaxHigh net worthRemote work$112.3k - $221k
...Senior Wealth Advisor CLA is a top 10 national professional services firm where... ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services... ..., financial planning, insurance, and estate and retirement planning. You'll manage...SeniorTaxHigh net worthFlexible hoursShift work- Armanino Advisory LLC, located in Los Angeles, is seeking a tax professional to prepare and review tax returns for clients in the Entertainment Industry and high-net-worth individuals. The role requires a Bachelor's degree, CPA license, and at least 4 years of U.S. tax...SeniorTaxHigh net worthFlexible hours
$180k - $225k
...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver... ...and financial planning solutions. Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW...SeniorTaxHigh net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$250k - $325k
A leading law recruitment firm in Los Angeles is seeking an experienced Estate Planning Attorney to advise high-net-worth clients on complex estate and tax matters. The ideal candidate will have prior experience in estate planning, strong analytical and communication skills...SeniorTaxHigh net worth$250k - $300k
Overview Trusts and Estates Attorney - High-Net-Worth Clients | Los Angeles, CA SR Staffing... ...that is seeking a highly experienced Senior Trusts and Estates attorney to join its dynamic... ..., incorporating estate and income tax strategies, including irrevocable trusts...SeniorTaxHigh net worthWork at office$90k - $115k
...Tax Senior Associate Hybrid or remote (PST or MST preferred) MGO is a top 50 CPA and advisory firm of 500+ professionals working remotely and in... ...Work" and is ranked as a leader by Accounting Today and Inside... ...coursework. ~ Prior HNW Tax Experience. ~ Ability...SeniorTaxHigh net worthWork at officeLocal areaRemote workFlexible hours- ...A prestigious business management firm seeks a Senior Tax Accountant to join their dynamic team. This selected candidate is influential... ...client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a...SeniorTaxHigh net worthWork at officeFlexible hours
$250k - $300k
...Counsel or Partner Level | Estate Planning This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy Apply now by clicking... ...research, and organizational skills Experience in all aspects of gift and estate tax planning (revocable and irrevocable), estate and trust...SeniorTaxHigh net worthWork at officeLocal area- ...largest and fastest growing accounting and advisory firms in the industry* You will have the... ...values exceptional client service and tax expertise.* Responsible for overseeing... ...well as a working understanding of trusts, estates, gifts, and charitable entities.* Directly...SeniorTaxHigh net worthPrivate practiceWork at officeLocal area
$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead... ...retirement, income optimization, tax‑advantaged savings, and... ...and income optimization, and estate planning. Proven ability to navigate... ...contributions (up to 6%) and financial advisory services. Tuition...SeniorTaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$95k - $130k
...recognized accounting and advisory firm with a strong... ...equity firms, attorneys, and estates. They are seeking a client-facing Valuation Senior Consultant to support a... ...across financial reporting, tax, litigation, and... ...805/350), 409A/ASC 718, gift and estate tax, litigation...SeniorTaxWork at office
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