Private Wealth Tax Manager — Estate & Gift Strategy
Jobtailor
Jobtailor is seeking a senior tax professional to provide compliance and consulting services to high-net-worth individuals, multi-generational families, and family offices. You will lead complex returns (individual, trust, estate, gift) and deliver proactive planning for federal estate and charitable strategies. You will mentor staff, build client relationships, stay current with tax law, and work closely with firm leadership to grow the business. #J-18808-Ljbffr Jobtailor
- ...offices, and their private businesses and/or investment... ..., S-corp, trust, estate, gift, and state tax returns Deliver... ...Experience in Private Wealth/Private Client... ...preferred Demonstrated management, analytical, organization... ...applicable strategies Ethical knowledge and...Private
- ...offices, and their private businesses and/or investment... ..., S-corp, trust, estate, gift, and state tax returns Deliver... ...Experience in Private Wealth/Private Client... ...preferred Demonstrated management, analytical, organization... ...applicable strategies Appropriate ethical...Private
- ...Tilly is a leading advisory, tax and assurance firm,... ...Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is... ...partnership, S-corp, trust, estate, gift and state tax returns Work... ...current regarding applicable strategies, see the 'big picture' as...PrivateWorldwide
$142.7k - $214.03k
...a leading advisory, tax and assurance firm, providing... ...for a Tax Senior Manager, Private Wealth to join our growing... ...and family offices, estates, and trusts in managing... ..., trust, estate and gift tax, succession... ...regarding applicable strategies, see the \"big picture...PrivatePrivate practiceLocal areaWorldwide$100.35k - $205k
...clients and their trusts, estates, family offices,... ...providing solutions to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Manager in our Private Wealth Tax... ...corporations, estate, and gift work papers and tax...PrivatePrivate practiceWork at officeLocal area- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area... ...taxation to join their growing Private Wealth practice. This is a high-impact,... ...estate structures, wealth transfer strategies, and trust planning Review and analyze...Private practiceWork at officeRemote workFlexible hours
- ...personal philanthropy, and wealth transfer/tax minimization.... ...partners; analyzing estate and financial information... ...developing planning strategies. Responsibilities Lead... ...appointments and managed agency services. Develop... ...law, estate and gift taxes, planning for incapacity...PrivateWork experience placementShift workDay shift
$100.35k - $205k
...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...develop and pursue creative strategies while using the latest... ...Tax practice as a Tax Manager. What You’ll Do... ...Investment Trusts, Real Estate Private Equity Funds, and real...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week$180k - $254.8k
...personal philanthropy, and wealth transfer/tax minimization. Key... ...internal partners, analyzing estate and financial... ...and developing planning strategies. Job expectations include... ...educational planning, estate, gift, and tax planning, and risk management. Responsibilities...PrivateWork experience placementWork at officeShift workDay shift- Job Summary:The Senior Tax Manager is responsible for providing... ..., which may include estates, trusts and charitable entitiesManages... ...income, estate and gift tax and wealth retention strategies, as well as taxation of... .../or public accounting, private industry accounting or consulting...PrivateWork at office
$133.1k - $295.67k
...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...tax aspects of multinational global private equity real estate investments, including with respect to... ...engagement process and other risk management activities; lead teams of tax professionals...PrivateFull timeLocal area- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...PrivateFlexible hours
- Baker Tilly is seeking a Tax Manager for our Private Wealth/PCS team in NorCal. You will deliver tax compliance and advisory services to individuals and small businesses, working closely with firm leadership to serve clients and drive growth. As a valued advisor, you will...PrivateFlexible hours
- Baker Tilly seeks a Tax Manager for its Private Wealth/PCS team in Northern California to deliver tax compliance and advisory services to high-net-worth individuals and family offices. You will work closely with firm leadership to serve clients, build the business, and...Private
- ...Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory... ...to high-net-worth individuals and private entities. You will mentor staff, work with... ...relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing...PrivatePrivate practiceFlexible hours
- Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our High Net Worth Seattle/San Francisco tax practice. You will lead engagements... ..., families, and family offices, focusing on estate, gift, trust, and international tax planning. Qualified candidates...Private
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...advisory needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You’ll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow management...PrivateFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior... ...tax risks and structuring tax strategies for our Financial Services clients...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...solve complex business issues from strategy to execution. PwC Professional skills...Full timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...solve complex business issues from strategy to execution. PwC Professional skills...Full timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...on tax planning, compliance, and strategy. These individuals help businesses... ...team member’s unique strengths, and managing performance to deliver on client expectations...Full timeH1b$201.81k - $382.6k
## High Net Worth Tax Managing DirectorApplylocations:... ...Managing Director**! Our private wealth practice recognizes... ...and family offices, estates and trusts in managing... ..., trust, estate and gift tax, succession planning... ...regarding applicable strategies, see the "big picture...PrivatePrivate practiceLocal areaWorldwide$240k - $280k
...Senior Tax Manager Senior Tax Manager - High Net Worth, CPA,... ...San Francisco handling tax strategy for ultra-high-net-worth (... ...sophisticated tax planning, wealth transfer, and estate structuring. Manage... ...generational returns, trusts, and private foundations. Mentor a...PrivateFull timeCasual workWork at office$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy & Transactions team helps... ..., infrastructure and real estate, mergers and acquisitions (M&A), and... ...customers. Our clients include asset, wealth, and investment advisers and...PrivateOdd jobWork experience placementLocal area$124k - $335k
...seasonal employee, you'll join our Tax Compliance team to deliver... ...financial planning and wealth transfer goals. In this role... ...high-net-worth individuals and privately-owned businesses Leading... ...client tax positions and strategies Managing and coaching teams to solve...PrivateFixed term contractSummer workSeasonal workH1bRemote work$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre you looking to... ...Managing Director! Our private wealth practice recognizes... ...and family offices, estates and trusts in managing... ...income, trust, estate and gift tax, succession... ...regarding applicable strategies, see the "big picture...PrivatePrivate practice$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur... ...transformation, infrastructure and real estate, mergers and acquisitions (... ....Join Deloitte as a Senior Manager in M&A Strategy & Diligence... ...Our clients include asset, wealth, and investment advisers...PrivateOdd jobWork experience placementLocal area$99k - $266k
...SummaryA career within PwC Private will provide the opportunity... ...advisory needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You’ll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow...PrivateFull timeContract workH1b$270k - $320k
...and partners advance their AI strategies, and be part of a high-... ...seeking a Senior Director, Real Estate Strategy & Acquisitions to serve... ...capacity, you will not just manage projects; you will orchestrate... ...experience at a top-tier private equity firm, investment bank,...PrivateTemporary workWork at officeRelocation- A global financial institution is seeking a Private Banker to provide holistic advice to offshore clients, focusing on wealth management and investment strategies. The role requires a minimum of six years of experience in Private Banking, a Bachelor's degree, and licenses...Private
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