UHNW Tax Leader: Estate & Gift Planning (Remote)
Australia-Employment
Australia-Employment is seeking a Tax Manager to advise ultra-high net worth clients on comprehensive tax services. Responsibilities include managing engagement teams and ensuring outstanding client service. The ideal candidate has a Bachelor's in accounting, a CPA license, and 7+ years of public accounting experience, with expertise in complex taxation. The role offers a hybrid schedule and competitive benefits in Phoenix. #J-18808-Ljbffr
- ...Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate... ...of 10 years' experience in tax and estate planning, particularly with clients... ...position allows for hybrid or remote work arrangements. #J-18808-Ljbffr...Remote jobTax
- ...Job Description Tax Manager / Senior... ...) Fully Remote (U.S.) | Travel... ...expanding their HNW and UHNW individual tax... ...and related planning. • Culture matters... ...trust and estate income tax matters... ...team like a real leader • Manage budgets... ..., estate, and gift exposure • Private...Remote workTaxLive inWork at officeFlexible hours
- ...Great Lakes, Inc in Farmington Hills, MI is seeking an Estate, Gift, and Trust Principal to lead their tax practice. This senior role entails managing complex... ...experience will help in providing comprehensive tax planning and compliance services to high-net-worth...Tax
- ...midsize firm is seeking an experienced Tax Manager/Senior Manager for their Estate, Gift & Trusts team. The role will... ...position offers flexibility with fully remote options and boasts generous... ...with 3+ years of estate and gift planning experience, along with strong communication...Remote jobTax
- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national CPA advisory firm is seeking... ...you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into...Remote workTaxPrivate practiceWork at officeFlexible hours
$130k - $173k
...Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office locations... ...the region | Fully Remote Considered Anywhere in the... ...also serving as a strategic leader to both clients and internal... ...private clients on complex tax planning matters Review fiduciary,...Remote workTaxPrivate practiceWork at officeFlexible hours- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...Remote workTax
- ...Tax Manager/Senior Manager - Fiduciary, Estate & Gift Tax (Remote Eligible) San Diego Remote About the Job We believe respect is how to treat everyone, not... ...in relation to estate and business succession planning. Technical research on estate planning and compliance...Remote workTax
$140k - $180k
...Who We Serve We offer Tax, Audit, Advisory, and Business... ...Private Equity, Real Estate & Hospitality, Media &... ...collaboration and remote work. Our teams work at... ...meeting you! The Estate/Gift/Trust tax group is seeking... ...to advise on estate planning, including charitable and...Remote workTaxWork at officeHome office2 days per week$100k - $110k
...Planned Giving Director At the American Cancer Society... ...to secure deferred gifts such as bequests, trusts... ...and donors as well as estate and financial planning... ...organization. **This role is remote, but only candidates... .../vehicles, applicable tax laws, and charitable...Remote workTax3 days per week- ...Uhy Llp in Sterling Heights is seeking a Tax Senior specializing in estate, gift, and trust services. The role involves preparing tax returns, developing... ..., competitive compensation, and comprehensive benefits including health coverage and 401(k) plans. #J-18808-Ljbffr...Tax
$110k - $185k
...Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful... ...Work/life balance Work fully remote, hybrid, or from our Northbrook or... ...administration Review trust and estate plan documents and help clients with...Remote jobTaxWork at officeLocal area$97.75k - $115k
...Associate Wealth Advisor, UHNW (Boulder, CO) Boulder Why Work... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...schedule with a combination of remote and office work in a professional...Remote workTaxTemporary workWork at officeMonday to FridayFlexible hours$110k - $195k
...amazing benefits and more!! FULLY REMOTE (Preference to live in IL). Job details... ...Job Details Your Impact: As a Tax Manager/Senior Manager on our Estate, Gift & Trusts team, you’ll play a key role... ...Review trust and estate plan documents and help clients with their...Remote workTaxSummer workLive inWork at officeLocal areaFlexible hours- A national advisory firm is seeking a Senior Tax Manager in Denver, CO. This role involves providing strategic leadership for complex tax engagements, advising clients on tax planning and compliance, and mentoring junior staff. The ideal candidate will have over 8 years...Tax
$170k - $210k
...lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed... ...criteria methodology here . Regis UHNW Team: Our Regis Group was specifically... ...schedule with a combination of remote and office work in a professional office...Remote workTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$32 - $38 per hour
...Service Operations Associate, UHNW Minneapolis Why Work at Mercer Advisors? For more than 40... ...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Remote workTaxTemporary workWork at officeHome officeMonday to FridayFlexible hours$220k - $250k
...mid-level Trusts & Estates Associate (4+ years... ...estate planning and estate/trust administration... ...transfer and tax planning matters.... ...Sophisticated HNW/UHNW client work • Collaborative... ...Hybrid schedule (2 remote days/week) •... ...planning & lifetime gifting • Charitable planning...Remote workTaxWork at office2 days per week- ...and inclusive environment. Bring your estate, gift, and fiduciary tax expertise to a nationally recognized... ...wealth transfer and estate planning matters. Under the supervision of the... ...this position is eligible for a hybrid-remote work schedule. Key Responsibilities...Remote workTaxFull timeTemporary workPrivate practiceWork at office
$140k - $185k
...eligible employees to work both remotely and in the office, based on... ...Responsibilities Providing tax compliance and advisory... ...tax issues and related tax planning Develop and maintain strong... ...with individual income tax, gift tax, estate tax and trust taxation; estate...Remote workTaxWork experience placementWork at office$170k - $210k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...criteria methodology here. Regis UHNW Team: Our Regis Group was... ...schedule with a combination of remote and office work in a...Remote workTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$195.7k - $254.4k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ...(pass-through entities), trust, estate, and gift tax returns. Provide consultation on business... ...team members. Advanced understanding of planning and compliance concepts related to high-...TaxLocal areaFlexible hours$130k - $220k
...Tax Manager (UHNW) $130,000 - $220,000 per year | Phoenix, AZ | On... ...can be considered fully remote if residing in MST time... ...charitable and retirement planning, and tax compliance.... ...individual, fiduciary, gift, generation skipping and estate taxation, including planning...Remote workTaxPermanent employmentLocal areaWork from homeFlexible hours2 days per week$130k - $170k
...Description We are looking for a Tax Manager to work remotely to join our Gift, Estate, and Trust team. This role... ...businesses, providing advanced tax planning, compliance, and advisory... ...work directly with clients, firm leaders, and play an active role in mentoring...Remote workTax- ...Responsibilities*** Perform technical reviews of tax returns for high-net-worth individuals,... ...(pass through entities), trust, estate, and gift tax returns.* Provide consultation on business... ...team members* Advanced understanding of planning and compliance concepts related to high-...TaxContract workLocal areaFlexible hours
- Senior Accountant - Both Tax & Assurance Openings! Fully Remote Industries: Small business: Retail, Real Estate, Hospitality, Manufacturing/Distribution... ...accounting Year-end tax planning for business entities and... ...tax returns Preparation of gift tax returns Supervision of...Remote jobTaxInterim role
$175k - $200k
...Tax Director | DB Tax & Accounting (DBTA) Who We Are... ...Trust, Corporate, Individual, Estate & Gift, Partnership, Private... ...firm’s tax compliance and planning services for our UHNW clients. This role includes... ...paid holidays ~ Hybrid/remote flexibility ~ Medical, dental...Remote workTaxFor contractorsWork at office$185k - $230k
...Job Description Job Description Tax Principal | Director - Estate, Trust, Gift exp. Los Angeles | Encinco |... ...relationships, deliver sophisticated tax planning and compliance services, mentor... ...-state income tax compliance for UHNW, estate, trust, gift, individuals,...TaxFull timeWork at officeLocal areaWork from homeFlexible hours$110k - $124k
A leading wealth management firm is seeking a Tax Manager to lead a team, prepare complex tax returns, and ensure compliance for high-net-worth clients. This role offers the chance to guide and mentor associates while engaging in in-depth tax research. With a strong emphasis...Remote jobTax$145k - $160k
...Tax Manager | DB Tax & Accounting (DBTA) Who We... ...Corporate, Individual, Estate & Gift, Partnership, Private Foundation... ...trusted advisor to our UHNW clients. In this... ...Deliver strategic tax planning—not just compliance... ...paid holidays ~ Hybrid/remote flexibility ~ Medical...Remote workTaxFor contractorsWork at office
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