Estate & Trust Tax Manager - Family Office (HNW)
Unity Search Group
Unity Search Group seeks a Tax Manager for a Family Office to lead high net-worth estate planning and trust administration. The role involves supporting the private trust company, coordinating with legal and tax teams, and ensuring tax compliance for family members. The position offers strong benefits, ample PTO, and high visibility in a stable, long‑standing firm with a focus on work-life balance. #J-18808-Ljbffr Unity Search Group
- Andersen is seeking a Manager in Private Client Services to oversee multiple... ...teams serving high-net-worth clients, family offices, owner-operated businesses, and trusts. You will lead business... ...ensure timely delivery of complex tax returns. The role requires 4+ years...High net worth
$150k - $180k
...a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit, and complex Business Tax. We believe that putting your employees first... ...Details Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing with us as we...High net worthFull timeLocal areaRemote workFlexible hours$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus... ...the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant... ...for HNW and UHNW individuals, families, and entities. That includes: Designing...High net worthImmediate startRemote workRelocation- Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist... ...serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate... ...companies and assist the Portfolio Manager with investment objectives for client...High net worthWork at office
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$130k - $200k
...will have the flexibility to manage your days in support of our commitment... ...Manager to join our National Tax Office. We are seeking someone who... ...Group does not only provide trusted and innovative tax solutions... ...high net worth individuals, family offices, not‑for‑profit...High net worthWork at officeLocal areaRemote work- ...EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax practice... ...owned Real Estate held by family offices or joint ventures. This open position... ...s Tax Group does not only provide trusted and innovative tax solutions to its...High net worthWork at officeLocal area
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- LHH Recruitment Solutions is partnering to place a Senior Trust & Estates Tax Paralegal in a fully remote role supporting a sophisticated Private Wealth practice. The ideal candidate has deep expertise in estate administration, gift and fiduciary tax matters, and high-net...High net worthRemote jobPrivate practice
$73.5k - $212.28k
...Partner Tax Preparation Advisor ManagerThe Opportunity As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and... ...virtual teamsBuilding trusted client relationshipsManaging... ...holiday pay, vacation, personal and family sick leave, and more....High net worth$130k - $200k
Jobot is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups within a DC-area CPA firm. You will serve as the primary client contact, review complex returns, and mentor junior staff. The role offers hybrid...High net worthRemote job- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...offers flexibility in terms of office location, plus has the... ...worth individuals and their families, ensuring timely, accurate... ...with strong understanding of trusts, estates, gifts, and charitable entities...High net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...worth individuals, their families, family offices, C-Suite executives, athletes... ...people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...insurance planning.A Tax Manager, Private Client Services...High net worthPrivate practiceWork at office
- ...metro area with customized tax and accounting services... ...for an experienced Tax Manager or Tax Senior Manager... ...guidance. Develop trusted, long-term relationships... ...Strong experience with HNW individuals, business owners... ..., C-Corps, trusts and estates Experience with...High net worthShift work
- ...Preferred Legacy National Trust Bank is a federally chartered... ...fiduciary, wealth management, and family office services to high-net-worth... ...solutions across trust and estate administration, retirement... ...client relationships. Manage HNW client relationships Work with...High net worthTemporary workH1bWork at officeLocal areaFlexible hours
$130k - $200k
...Hybrid or Remote High Net Worth Tax Manager role serving individuals, trusts, and family groups at an established DC-area... ...planning strategies across income tax, estate and gift, trust structuring,... ...investment advisors, and family office personnel Manage multiple engagements...High net worthRemote jobWork at officeLocal area$91k - $321.5k
...clients and internal teams on partnership tax preparation, planning, and compliance... ...gains tax items, income tax provisions, and trust or estate documentation Analyzing financial... ...1k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...High net worthH1b$100k - $239.4k
...advisory, assurance and tax services to our... ...a Senior Tax Manager to support our Texas... ...average 3 days/week in office). The successful candidate... ..., real estate and construction, professional... ...estate, gift and trust tax planning and... ...you and your family with a measure of financial...High net worthWork experience placementWork at officeLocal area3 days per week$124k - $335k
...advisory needs such as audit, tax compliance, and planning to help... ...on key issues like wealth management, compliance, cash flow management... ..., private business owners and family enterprises manage their... ...clients and stakeholders to build trust. Uphold the firm's code of ethics...High net worthH1b$101.2k - $129.03k
...Private Wealth Services Tax Senior Associate, you’... ...returns and provide income, estate, and gift tax planning... ...held business and family business clients - all... ...for estate, wills and trusts taxation, and individual... ...proposal activities and manage to budget Supervise, develop...High net worth$120k - $200k
...EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...offers flexibility in terms of office location, plus has the... ...worth individuals and their families, ensuringtimely,accuratedelivery... ...withstrongunderstanding of trusts, estates, gifts, and charitable...High net worthRemote jobTemporary workPrivate practiceWork at officeLocal area$28 - $40 per hour
...and businesses with tax preparation, planning... ...cross-border taxation, estates, gifts, and trusts. We’re a small,... ...Whether you’re balancing family responsibilities, continuing... ...informed. Manage your time independently... ...Proficiency with Microsoft Office, including Word,...Hourly payFull timePart timeWork at officeRemote workWork from home$120k - $200k
...One of the Top Tax firms in the US, growth opportunity & life... ...consulting solutions to individuals, families, and businesses. Our Private... ...-worth individuals, family offices, business owners, and... ...experience in Public Accounting management role HNWI, PCS, or Interested...High net worthPrivate practiceLocal areaFlexible hours- ...Family Law Attorney Dallas, TX | Full-Time | Hybrid About the... ...relationships. Responsibilities: Manage a sophisticated family law... ..., retirement assets, trusts, and real property. Build and... ...valuations, and significant marital estates. Leadership experience...High net worthFull timeTemporary work
$141.35k - $172.77k
...Private Wealth Trust Sales Advisor (PWTSA... ...building and managing client relationships... ...COIs on estate planning techniques... ...management for HNW and UHNW clients... ...pertinent to UHNW families. You have good... ...of tax challenges of UHNW... ...This person could office in TX, OK, MO, KS...High net worthWork at officeLocal areaFlexible hours- ...Description We are seeking an experienced Estate Planning Attorney to join its boutique, family-owned law firm in Richardson,... ...in estate planning, probate, trust administration, and asset... ...worth individuals and families. Manage probate proceedings and trust administration...High net worth
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- ...Indirect Tax ManagerApex Service Partners is a national... ...commitment from Apollo-managed funds, we combine... ...the local leadership and trusted brands that make our... ...sales and use tax, real estate, personal property, unclaimed... ...for professionalizing family-owned businesses using...Local area
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