Elite Tax & Estate Planning Senior Manager for UHNW Clients
Landing Point
Landing Point in Boston seeks a senior tax and estate planning professional to guide ultra-high net worth clients on complex tax matters. You will research income tax and estate planning issues, manage client tax compliance, and provide strategic recommendations. Ideal candidates have 10+ years of tax experience, CPA/MST/LLM, and strong Excel and tax software skills. This full-time role offers a competitive salary and bonus in a private client setting. #J-18808-Ljbffr
$200k - $300k
...Company Overview: A multi-family office manager in Boston is hiring a senior level professional for their tax and estate planning team. The role involves working with ultra-high net worth clients, to provide tax and estate planning guidance. Job Responsibilities:...SeniorTaxWork at office- ...A leading tax and advisory firm in Boston is seeking a Tax Senior. The role involves preparing individual, fiduciary, gift, and estate tax returns, while employing strong research skills to resolve... ...emphasizes teamwork and superior client service. #J-18808-Ljbffr...SeniorTax
- ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex estate planning, financial planning, and tax considerations. Responsibilities...SeniorTaxRemote work
- ...seeking an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate... ..., financial planning, and tax considerations, with a minimum... ...sophisticated estate plans, meeting clients and their advisors, and...SeniorTaxRemote work
$124k - $280k
...effectiveness. These individuals analyse client needs, develop operational... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ..., Business Administration/Management, Health Administration,... ...environments; Understanding demand planning and forecast development,...SeniorTaxFull timeH1b$145k - $210k
Marketing & Client Development Senior Manager - Digital Experience, Virtual EventsCooley... ...and digital events deliver elite, high-engagement client experiences... ...(with applicable medical plan), dental, vision, health... ...spending accounts, pre-tax commuter benefits, life insurance...SeniorTaxFull timeTemporary workWork at officeImmediate startFlexible hoursWeekend work- ...Andersen Tax LLC in Massachusetts is seeking Senior Associate to support Private Client Services engagements for high-net-worth clients and complex estates. You will review tax returns, perform planning, and advise on wealth-transfer strategies, buy/sell agreements, and...SeniorTax
- ...JOHN LEONARD in Boston seeks an experienced Estate Planning Attorney to join a trusted firm serving high-net-worth individuals... ...and bring deep expertise in trusts, wills, probate, and tax matters to advise clients and draft complex documents. Competitive compensation and...SeniorTaxRemote work1 day per week
- ...Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the... ...You will develop and implement tax, estate and financial plans for high-net-worth clients, collaborating with planning resources... ...role emphasizes deep relationship management, asset retention, and growth...SeniorTax
- H&R Block is hiring a year-round Block Advisor in Massachusetts to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews, understand financial situations, and provide clear, personalized recommendations to help...SeniorTax
- ...Rsm Us Llp. is seeking a Sr Manager - International Tax in Boston. This role involves managing tax compliance, client services, and leading a team of tax professionals in delivering quality work. Qualified candidates will have a minimum of eight years in public accounting...SeniorTaxFlexible hours
- ...PwC Boston seeks a Senior Manager in Federal M&A Tax to lead complex financial analyses and guide tax strategy for corporate M&A transactions. You... ...flows, and drive cross-border considerations with senior client interaction. You will manage large projects, mentor teams...SeniorTax
$70k - $95k
...Tax Senior/ReviewerA boutique full-service tax preparation firm – handling everything from simple individual returns to more complex small business, S-corporation, estate, and trust returns – our client is seeking a talented Tax Senior/Reviewer to join their dynamic team...SeniorTaxFull time$155k - $210k
...Boundless Horizons of Tax, Valuation, and Business... ...with extraordinary clients spanning every industry... ...success!The RoleSenior Managers in our Private Client... ...Principals, Trusts and Estates.Senior Managers can expect to... ..., buy/sell agreement planning, etc.The Requirements6...SeniorTaxFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...(BNN) is a top 100 tax, assurance, and advisory... ...for superior client service. BNN was founded... ...of this Tax Senior position include working... ...tax returns, and estate tax returns. You will... ...Excellent project management, analytical,... ...Insurances 401(k) Plan with company match...SeniorTaxCasual workWork at officeFlexible hours
- ...Private Client & Family Office Partner | Tax, Trusts & Estates | Distributed Law Firm Location:... ...Trusts & Estates, Wealth Planning Level: Partner... ...ultra-high-net-worth (UHNW) individuals, family offices... ...and client relationship management capabilities. Why...TaxPrivate practiceWork at officeRemote work
$150k - $200k
...style */ Department Tax /*generated inline... ...performance, manage risk, and maximize... ...solutions to address clients’ unique business goals... ...opportunity for a Tax Senior Manager to join the... ...support our Real Estate Group. You will... ...for pre-engagement planning, execution, final deliverable...SeniorTaxLocal areaFlexible hours3 days per week$310k - $390k
...delivering innovative yet practical client service but also for serving as... ...has one of the leading real estate practices in the United States,... ...and elder care, and more. ~ Tax‑free health accounts: HSA and FSA. ~401(k) or Roth 401(k) plans. ~ Global wellness program,...SeniorTaxPermanent employmentWork at officeFlexible hours- 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... ...retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (...SeniorTaxPrivate practiceWork at office
$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... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal area- ...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...seeking a Tax Manager/Tax Senior Manager to join our Business... ...knowledge of real estate investment funds and REITsDirect... ..., and suggest plans to clientsParticipate...SeniorTaxLocal area
$150k - $200k
...style */ Department Tax/*generated inline... ...performance, manage risk, and maximize... ...solutions to address clients’ unique business goals... ...for a Tax Senior Manager - Private... ...for pre-engagement planning, execution, final... ...partnerships, trusts, estates, fiduciary, and foundationsIdentifying...SeniorTaxWork experience placementInterim roleWork at officeLocal areaFlexible hours3 days per week$125k - $228k
...for fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...for a public accounting firmEnergetically managing, coaching, and developing staff accountants... ...Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing...SeniorTaxFull timeWork at officeLocal areaRemote workFlexible hours$81.5k - $149.5k
...Boundless Horizons of Tax, Valuation, and... ...extraordinary clients spanning every industry... ...success! The Role Senior Associates in our... ...practice, manage and support their... ...Principals, Trusts and Estates. Senior Associates... ...Engage in the tax planning and consulting process...SeniorTaxFull timePrivate practiceH1bLocal areaWork visa$133.1k - $295.67k
...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand,... ...private equity real estate investments, including... ...and other risk management activities; lead... ...Responsibilities for Senior Manager: Manage... ...and/or federal tax planning at a law firm or accounting...SeniorTaxLocal area- ...need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and...SeniorTaxWork at officeLocal area
$115k - $150k
...a forward thinking asset manager, we build dynamic relationships with clients, understand their goals,... ...needs. We are seeking a Senior Strategic Relationship Marketing... ...or gaps in marketing plans and create innovative... ...85% company match on pre-tax and/or Roth contributions...SeniorTaxWork at officeLocal areaRemote work1 day per week$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career... ...in providing sophisticated tax planning, consulting and compliance services tailored... ..., gift tax returns (709), trusts/estates (1041), private foundations (990-PF),...SeniorTaxFull timeSummer workH1bWork at officeLocal areaFlexible hours$149.8k - $301.4k
...world of change, empowering our clients and people to realize their... ...related issues including retirement plans, executive compensation,... ...benefits and other payroll-related tax issues. Members of the team... ...meansEffective project management skills, including the ability...SeniorTaxFull timeWork experience placementInternshipWork at officeLocal area$300k - $350k
...solutions that solve our clients’ most important... ...Role Overview As a Senior Client Partner, you will... ...multiple departments, managing the entire sales cycle... ...comprehensive engagement plan that includes high-value... ...for retirement - Pre-tax commuter and flexible spending...SeniorTaxLocal areaRemote workWork from homeFlexible hours
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