Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager to provide high-level consulting and compliance support for estate, gift, and trust tax matters. The ideal candidate will have deep expertise in navigating complex tax challenges for ultra-high-net-worth clients. The role requires a CPA or JD, a minimum of 5 years of experience, and leadership ability. Candidates will benefit from a hybrid work model and extensive career development opportunities at Crowe. The position is based in Los Angeles, California, offering competitive compensation and a robust benefits package. #J-18808-Ljbffr Crowe
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...Suggested$225k
...Job Description Job Description Senior Tax Manager (Trust/Estate/Gift Team) - Top 100 Firm in the U.S. Location: Remote (U.S-Based)... ...individuals. You will also be overseeing a team and have hands-on client engagement opportunities. Why Work with Us: ~~25% of...SuggestedImmediate startRemote work$140k - $185k
...Responsibilities Providing tax compliance and advisory... ...related businesses, trusts, and exempt organizations Work closely with clients and their other... ...income tax, gift tax, estate tax and trust taxation;... ...Demonstrated advanced project management skills Strong technical...SuggestedWork experience placementWork at officeRemote work$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice... ..., and others with complex tax and financial structures. The practice provides estate, income, gift, and trust tax consulting and compliance... ...insurance planning. A Tax Manager will use their education, experience...SuggestedWork at office- Lucas Horsfall is seeking a Tax Manager - Private Client Services to lead fiduciary accounting for multigenerational private clients with complex trusts and partnerships. You will oversee tax compliance, review returns, and provide planning guidance, while supervising...Suggested
- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead engagements, supervise staff, and build client relationships. The role focuses on individual, trust, partnership, and corporate tax matters across jurisdictions with a strong emphasis on planning...Remote job
$110k - $210k
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure... ...tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work...Work at officeLocal areaRemote work- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as...Work at office
- EY invites you to join our Fiduciary/Trust Tax Services team in the United States, where you’ll apply your knowledge to assist clients with fiduciary returns, trusts and estates, and complex tax reporting. With at least two years of experience and proficiency in ONESOURCE...
- ...career beyond traditional tax compliance. This is an... ...accounting firm whose clients include some of the... ...music, sports, business management and entrepreneurship. You... ...net-worth individuals, trusts, partnerships and privately... ..., partnership, estate and trust tax returns....
$136k - $165k
Job Summary:Private Client Services at BDO is a boutique practice... ...people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...planning.A Tax Experienced Manager, Private Client Services is...Private practiceWork at office$132k - $190.1k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry,... ...as leaders, colleagues and trusted advisors. We equip you with... ...of your success!The RoleReal Estate Tax Managers possess a strong technical knowledge...Full timeWork experience placementH1bLocal areaWork visa$100.35k - $205k
...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...Real Estate Investment Trust qualification rules? Are... ...estate industry to serve clients? If you answered yes to... ...Tax practice as a Tax Manager. What You’ll Do...Work at officeLocal areaWorldwide2 days per week3 days per week$170k - $200k
Sr. Tax Manager $170,000 - $200,000 per year | Glendale, CA | On-site | Permanent Lead Client Advisory | Hybrid | $130K-$200K + Bonus | Build Your Book & Partner Directly with... ...work directly with firm leadership, build trusted client relationships, and make a...Permanent employmentWork at officeLocal areaFlexible hours2 days per week- ...TaxSeniorManager to join the Private Client Services (PCS) practice. We... ...will have the flexibility to manage your days in support of our... ...~ Responsible for overseeing tax planning and compliance... ...as a working understanding of trusts, estates, gifts, and charitable entities...Temporary workPrivate practiceWork at officeLocal area
$141k - $290k
...Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides... ...owned business, investment partnerships, estates, and trusts Additionally, the following qualifications...Immediate startFlexible hours$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will...H1bLocal area- ...Attorney Search is seeking a Private Client Associate for its Los Angeles,... ...will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration... ...drafting complex trust agreements, managing administration processes, and...Work at office
$136k - $165k
Job Summary Private Client Services at BDO is a boutique practice... ...people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...planning. A Tax Experienced Manager, Private Client Services is...Private practiceWork at office$141k - $290k
Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides... ...businesses, investment partnerships, estates, and trusts Preferred Qualifications Master’s degree...Flexible hours- Lucas Horsfall, a Pasadena-based CPA firm, is seeking a Tax Manager - Private Client Services to lead fiduciary and trust tax engagements for multi-generational families with complex structures. The role blends technical tax review with trust accounting oversight, staff...Flexible hours
$135k - $200k
...and training, leading quality management resources, best-of-breed technology... ...? Enjoying the diversity of clients and the challenging work... ...growth has provided a need for a Tax Manager - Private Client Services... ...partnerships and extensive trust structures, including numerous...Flexible hours$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... ...lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax advice... ...trends to maintain credibility as a trusted advisor. Building client...Seasonal workFlexible hours- ...Tax Manager As Tax Manager, you'll partner directly with ultra-high-net-worth... ...Lead and oversee tax engagements for UHNW families and private clients Review and prepare complex federal and state returns (individual, trust, estate, partnership) Provide strategic...
$110k - $145k
## Tax SupervisorApplylocations: Los Angelestime type: Full timeposted... ...as International and Private Client services. This Tax Supervisor... ...your time:*** Preparing Trust & Estate, complex C corp., S corp. and... ...relationships* Ability to manage multiple engagements and competing...Local area- Baker Tilly US is seeking a Tax Manager in Los Angeles, California. This role involves delivering tax and business advisory services to small business and middle-market clients, along with mentoring staff and managing client relationships. The ideal candidate should have...
- ...you're looking for another Tax Director role where every client looks the same, this isn't... ...athletes, business managers, entrepreneurs and ultra-high... ...Tax Director, you'll be a trusted advisor to both clients and... ..., partnership, corporate, estate and trust returns. Proven...
- ...James in Los Angeles is seeking a Tax Director to advise an extraordinary portfolio of clients, including award-winning... ...professional athletes, business managers, entrepreneurs and ultra-high-net... ...tax professionals. You’ll be a trusted advisor to clients and Partners,...
$110k - $145k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...legally bound to act in our clients' best interests — always.* Mercer... ...returns for high-net-worth individuals, trusts, and businesses Create quarterly...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$82.4k - $155.7k
...of change, empowering our clients and people to realize their... ...like RSM.We are seeking a Tax Supervisor for our Real Estate Tax group. We serve a... ...REITs (Real Estate Investment Trusts), and family offices. Our... ...and the service team while managing the risk for both the client...Full timeWork experience placementInternshipWork at officeLocal area
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