Senior Private Client Tax Director (Estate, Gift & Trust)
Armanino LLP
A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws. Candidates should have a Bachelor's in Accounting, at least 8 years of taxation experience, and qualifications to practice before the IRS. The company offers a robust benefits package, including generous PTO and flexible work arrangements.#J-18808-Ljbffr
- ...Responsibilities*** Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass through entities), trust, estate, and gift tax returns.* Provide consultation on... ...engagements and workflow of multiple clients and related deliverables to minimize...Private clientContract workLocal areaFlexible hours
$130k - $165k
...for a talented individual to work in Trust and Estate (T&E) with high-net-worth (HNW) clients and private client services (PCS). The... ...opportunity to assist and manage the tax planning and compliance for trusts, estates, and gift tax returns. If you are an individual...Private clientWork at officeLocal areaRemote workRelocation package$95.5k - $195.4k
...life moments, you're trusted to deliver results... ...across our audit, tax, and consulting groups... ...and investment and estate planning vehicles.... ...in estate, gift, and trust tax planning... ...key role in advising clients, managing sophisticated... ...to public and private entities while also...SuggestedWork at officeLocal areaRemote workWorldwide$120k - $225k
...Job Summary: Private Client Services at BDO is a boutique practice... ...other people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...insurance planning. A Tax Senior Manager, Private Client...SeniorPrivate clientFull timePrivate practiceWork at office$139.2k - $293.5k
...moments, you're trusted to deliver... ...across our audit, tax, and consulting... ...investment and estate planning vehicles... ...tax, estate, gift, and wealth planning... ...are seeking a Senior Tax Manager... ...sophisticated clients and their advisors... ...the UHNW, private client, and family...SeniorPrivate clientWork at officeLocal areaRemote workWorldwide- BDO USA, LLP is seeking a Tax Manager, Private Client Services to lead tax compliance and consulting for high net-worth individuals and families... ...and advisors to deliver tax planning and compliance across trusts, estates, and family offices. #J-18808-Ljbffr BDO USA, LLPSeniorPrivate clientPrivate practice
- IMA Financial Group, Inc. in Dallas, Texas is seeking a leader for Personal Lines Claims. This role includes managing claim resolutions and team oversight while ensuring adherence to company values. The ideal candidate will have 5-10 years of Claim experience and strong...SeniorPrivate client
- ...The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy. Brewer Morris seeks a Director, Property Tax to lead a large multi-state property tax function and drive strategy, compliance, and budgeting across a diverse portfolio. The ideal...Senior
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have... ...net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...of the world's top tax firms. Enjoy a... ...helping high-profile clients understand, analyze... ...seeking a Senior Manager to join our... ...in growing KPMG's private client tax practice... ...worth individual, trust and estate clients Review... ...individual income tax, gift, estate, and trust...SeniorPrivate clientPrivate practiceWork at officeLocal area
- ...autonomy to reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives... ...preparing tax returns for individuals, trust/estates, and or entitiesPreferred/Desired Qualifications:Master...SeniorPrivate clientFull timeTemporary workLocal area
- Crowe is looking for a Tax Manager to join the IronSpire Group, serving affluent families... ..., you will provide expert consulting on estate, gift, and trust matters, lead multiple projects, and uphold Crowe's high standards of client engagement. Candidates should hold a CPA...
$141k - $290k
...Tax Senior Manager Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...level to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to high-net...SeniorPrivate clientImmediate startFlexible hours- Andersen, a leading tax and advisory firm in the United States, is seeking a Managers in Private Client Services to oversee multiple engagement teams for sophisticated clients, including wealthy families and family offices. The role emphasizes tax strategy, client stewardship...Private client
$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax... ...clients and stakeholders to foster trust and collaboration- Coaching...SeniorFull timeH1bLocal area- Crow Holdings is seeking a seasoned professional to manage estate planning and trust administration. The role involves supporting the development... ...coordinating with outside counsel, and ensuring compliance with tax and regulatory requirements. The position requires...Senior
- ...inline style */ Department Tax /*generated inline style... ...opportunity for a Tax Senior Manager to join our Commercial Real Estate team located in our Dallas... ...allows you to work with clients driving community development... ...who live, work, and trust within their spaces. WHY...SeniorLocal areaFlexible hours3 days per week
- Job Summary:Private Client Services at BDO is a boutique practice within... ...people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...Supervises associates and senior associates on all projectsReviews...Private clientPrivate practiceWork at office
- Job Overview A law firm seeks a Senior Trusts and Estates Associate for its Dallas, TX office... ...for high net worth clients. Duties Participate in client conferences... ...administration. Prepare and review gift, estate, and fiduciary income tax returns. Conduct tax research...SeniorWork at officeRelocation package
- ...thrive. We are the world's trusted infrastructure... ...firm, partnering with clients to solve the world’s most... ...applications.Reporting to the IT Director, HR and Payroll... ...continuous improvement.The Senior Manager, Time, Labor &... ...with public- and private-sector clients to create...SeniorPrivate clientWork at officeLocal areaRemote workWorldwideFlexible hours
- ...Boundless Horizons of Tax, Valuation, and Business... ...with extraordinary clients spanning every industry... ...leaders, colleagues and trusted advisors. We equip you... ...Tax Associates in our Private Client Services... ...Principals, Trusts and Estates.Senior Associates can expect...SeniorPrivate clientFull timePrivate practiceH1bLocal areaWork visa
- ...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand,... ...seeking a Tax Manager / Senior Manager, Family... ...:Serve as the trusted advisor to family... ...generational family and private-equity backed... ...analyses of financial, gift, estate, and income tax...SeniorWork at officeLocal area
- Duration: 12 months Responsibilities Lead U.S. and Canadian tax compliance and reporting support for private markets clients across annual cycles, with exposure to additional jurisdictions as required Own and manage relationships with external tax preparers and key...SeniorPrivate clientWork at office
- ...different fields. Position Profile Weaver is looking for a Transaction Tax Advisory Senior Manager to join our growing firm. The team at Weaver helps private equity, strategic, and founder‑owned clients identify potential tax exposures and understand key tax...SeniorPrivate clientLocal areaFlexible hours
$150k - $180k
...Audit, and complex Business Tax. We believe that putting your... ...competitive edge to ensure our clients have an excellent experience!... ...Manager with expertise in Trust & Estates who's interested in growing with... ...Fair Chance Ordinance. Seniority Level Not Applicable Employment...Full timeLocal areaRemote workFlexible hours$141k - $290k
...ambitions. Position Profile Weaver is looking for a Commercial Tax Senior Manager to join our growing firm. A Commercial Tax Senior... ...on consolidated corporations, multi-state businesses, private equity backed clients, large businesses and partnerships Possess technical...SeniorPrivate clientFlexible hours- Storgate is seeking a Senior Tax Advisor to join our family office... ...attorneys. What You’ll Do Advise client families and family offices... ...income tax matters Support trust, estate, and fiduciary structures... ..., liquidity events, and private investment structures Collaborate...SeniorPrivate clientWork at office
$106.5k - $195.1k
...Services Organization. In the Private Tax practice, we serve... ...structures. Support clients in wealth transfer, succession... ...understanding of estate and wealth planning.... ...and state personal and trust taxation. Experience with... ...to challenge senior colleagues and stakeholders...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$161.93k - $269.88k
Position Summary The Senior Manager will play a key role within... ...high-quality delivery to our clients. At Deloitte, we provide... ...advisor to newly public and private clients to assist with accounting... ...relationships, serving as a trusted advisor.Lead, motivate, and...SeniorPrivate clientWork at officeLocal areaRemote workVisa sponsorship$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice... ...other people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...Supervises associates and senior associates on all projects...Private clientPrivate practiceWork at office
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