Estate & Gift Tax Leader — Private Client
CLA (CliftonLarsonAllen)
CLA is seeking a Tax Manager/Director – Gift, Estate & Trusts to join our Private Client Tax Practice in Western Washington. This role focuses on servicing existing client relationships rather than bringing new business, with opportunities to grow into leadership. Responsibilities include delivering gift, estate and trust tax planning, collaborating with wealth advisory professionals, and guiding a local team of tax professionals. A CPA is required and relocation to WA offices is possible. #J-18808-Ljbffr CLA (CliftonLarsonAllen)
- ...If you love servicing existing client relationships and want to grow... ...principal role. If you love being a tax professional, thrive when... ...fabulous opportunity to join our Private Client Tax Practice as a Tax Manager/Director - Gift, Estate & Trusts!We are open to candidates...TaxPrivate clientFull timePrivate practiceLocal area
- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...TaxPrivate client
$365k - $420k
...LLP, located in Bellevue, Washington, is seeking an experienced associate with at least five years in trust and estate planning to join their Private Client Services Group. Candidates are expected to have strong academic credentials and excellent communication skills....TaxPrivate client$65k - $90k
...Gift & Estate Valuation Associate Withum is a place where talent thrives - where who you are matters... ...valuation consulting services to clients in both the private and public sectors. The team's work spans gift and estate tax planning, financial reporting, transaction...TaxWork at office- BDO USA, LLP is seeking a Tax Manager for Private Client & Family Office Services to manage the full lifecycle of outsourced finance and accounting engagements, including proposal development, staff assignment, and final work product review. You will ensure quality deliverables...TaxPrivate clientWork at office
$260k - $390k
WFB Perkins Coie LLP is seeking an experienced associate in Seattle specializing in trust and estate planning. Candidates should have 3-5 years of transactional experience, strong academic credentials, and excellent communication skills. The role offers a salary between...TaxPrivate client$365k - $420k
...international law firm based in Seattle, is seeking an experienced associate for its Private Client Services Group. Candidates should have at least five years of transactional experience in trust and estate planning, with strong academic credentials and communication skills. The...TaxPrivate client$100k - $150k
...Jones, we’re a purpose-driven, client-focused team committed to... ...Jones is seeking a Senior Trust & Estate Manager to support our Family... ...trust and estate laws, transfer tax planning for high-net worth... ...clients providing family office/private client services, trust and estate...TaxPrivate clientFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$260k - $390k
...leading international law firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated estate and tax planning, family office administration, transfer tax analysis, and tax controversy matters...TaxPrivate clientWork at officeLocal area$110k - $210k
Job Description Withum's Tax Services Group is made up of a brilliant team... ...Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office... ...team of seasoned CPAs and industry leaders. In this position, you will take a...TaxPrivate clientWork at officeLocal areaRemote work- ...executes marketing strategy within client verticalsDevelops content... ...Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&... ..., Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend,... ...recognized nationally as a leader in our industry2020-2023 Business...TaxTemporary workLocal areaFlexible hoursNight shift
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...individuals and families with sophisticated estate and tax planning techniques, as well as... ...and administration to join our national Private Client Services Group. The search is open...TaxPrivate clientFull time- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management... ...allocation, diversification, trusts & estates, individual tax rules (both transfer and income... ...can work closely with market leaders & practice partners without...TaxPrivate clientWork at office
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through... ..., diversification, trusts & estates, individual tax rules (both transfer and income taxes... ...and who can work closely with market leaders & practice partners without daily contact...TaxPrivate clientWork at office
$70.93k - $141.86k
...Paralegal Ashurst Perkins Coie US LLP’s nationally‑recognized Private Client Services group is seeking a highly motivated Probate... ...excellent client service. Prepares federal and state estate tax returns and federal gift tax returns. Manages intestate and insolvent estates....TaxPrivate client$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...:Exposure to strategic tax planning, business advisory and... ..., individual, fiduciary, and gift / estate taxation. This includes the planning... ...: Experience with private client or business taxation with...TaxPrivate clientFull timeWork experience placementInternshipWork at officeLocal area$153.5k - $268.6k
...world for good. Your impact As a Market Growth leader, you will be responsible for top-line business growth, client account and relationship management, client... ...government clients, tribal entities, contractors, or private sector clients, preferably in Western Washington...Private clientFull timeContract workFor contractorsWork experience placementRemote work- ...and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client... ...deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation....TaxFlexible hours
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through... ..., diversification, trusts & estates, individual tax rules (both transfer and income taxes... ...motivator who can work closely with market leaders & practice partners without daily contact...TaxPrivate clientWork at office
$150k - $185k
...is seeking an experienced estate planning attorney with an LL.M. in tax or comparable tax... ...respective businesses and private foundations, addressing complex... ...Lasher offers interesting clients, rewarding legal work, a... ...planning, tax-efficient gifting, charitable planning, business...TaxFull timeWork from home$133.5k - $165.25k
...entity high net worth clients and family offices.... ...with external advisors (tax, legal, investment managers... ...Armanino's brand in the private client and family... ...Partner with practice leaders to innovate service offerings... ...alternative investments, trust/estate accounting, or complex...TaxPrivate clientContract workWork at officeLocal areaFlexible hours$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base +... ...significant impact, keep reading. Our client, a well-established CPA consulting, advisory... ...across personal, fiduciary, estate, and gift tax Structuring trust instruments to...TaxImmediate startRemote workRelocation$70.93k - $141.86k
...Description Ashurst Perkins Coie US LLP’s nationally‑recognized Private Client Services group is seeking a highly motivated Probate... ...excellent client service. Prepares federal and state estate tax returns and federal gift tax returns. Manages intestate and insolvent estates....TaxPrivate clientLocal area$100k - $120k
Archer Lewis, based in Bellevue, Washington, seeks a Senior Tax Advisor responsible for directing all aspects of the tax function, including... ...and strategic guidance. This role involves leading complex client engagements and optimizing tax strategies to drive business...Tax- ...Ashurst Perkins Coie US LLP’s nationally recognised Private Client Services group seeks a Probate Paralegal to join our team in Seattle. The... ...attorneys, handles probate matters, asset allocation, and tax returns, and requires client confidentiality and high professional...TaxPrivate client
- Sweeney Conrad seeks a Senior International Tax Manager to lead multi-jurisdictional tax engagements, advise on cross-border planning, and support global compliance for clients and entities. You will direct complex projects, mentor staff, and interact with clients across...Tax
$70k - $89k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New... ...are united by a clear purpose: to help clients pursue their preferred life with clarity,... ...strategy, risk management guidance, wealth and estate planning support, philanthropic planning,...TaxInternshipWork at officeFlexible hours- ...national professional services firm seeking a Manager/Director - Income Franchise Tax to join our State & Local Tax team. You will drive SALT growth, manage complex tax projects, and represent clients with tax authorities, while mentoring regional staff and coordinating with...TaxLocal area
- Sweeney Conrad is seeking a Senior International Tax Manager in Kirkland, WA to advise clients on global tax planning and compliance across jurisdictions. The role includes leading cross-border engagements, entity structuring, treaty planning, and coordinating with internal...Tax
$100k - $120k
Archer Lewis Services, based in Bellevue, is seeking a Senior Tax Advisor to provide leadership in compliance and strategic guidance... ...complex engagements, manage tax operations, and support top-tier clients. This role requires a Bachelor’s degree in Accounting, CPA...Tax
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