Senior HNW Tax Manager - Estate & Wealth Planning
Madison-Davis
Madison-Davis, LLC seeks a Senior Tax Manager to lead complex tax planning and compliance engagements for high-net-worth individuals, trusts, estates, family offices, and closely held entities. You will mentor staff, manage client relationships, and collaborate with attorneys and advisors on wealth preservation strategies. The role emphasizes fiduciary taxation, estate and gift tax planning, and sophisticated wealth transfer strategies for multigenerational families. #J-18808-Ljbffr Madison-Davis
- ...accounting and advisory firm is seeking a Senior Tax Manager to lead complex tax planning and compliance engagements for... ...individuals, families, trusts, estates, family offices, and closely held... ...trusted advisor on sophisticated wealth transfer and estate planning matters...SeniorHigh net worthPrivate practiceWork at office
- ...$13.1B in assets under management as of March 31, 2026, we... ...’ needs and goals. Wealth management has been Mesirow... ...are recruiting for a Senior Wealth Advisor to join... ...about our strategic growth plans for the Southeast... ...experience working in HNW RIA environment. Strong...SeniorHigh net worthLocal area
$140k - $180k
...Tax Manager | Private Client Group Boca Raton or WPB, FL | Hybrid | $140k to $... ...families, advising on complex Trusts, Estates, Wealth Preservation and Tax Planning matters. There's plenty of... ...ideally with a strong Private Client or HNW background, who enjoys advisory...High net worthPrivate practice$90k - $125k
Senior Tax Associate | Private Client GroupBoca Raton | Hybrid... ...to the kind of Tax Manager you become in a few years... ...matters involving Trusts, Estates, Partnerships, Gift Tax and Wealth Planning.But you won't just be... ...with at least 3 years of HNW Tax Compliance and Advisory...SeniorHigh net worthPrivate practice$120k - $160k
...team? We're on the hunt for a Senior Tax Manager to join our team where you'... ...us. With ambitious growth plans, a strong pipeline of clients... ...the effective transition of wealth across generations. Our clients... ...individuals, trusts, and estates from multiple perspectives to...SeniorHigh net worthLocal areaFlexible hours$70k
The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...bank through the use of financial planning and excellent discovery and profiling skills... ...through converting referral leads. Manage client follow-up and adhere to all Regulatory...SeniorFull timeWork at office$80k - $120k
...Concepts is hiring a Senior Client Services Manager to own our client... ...a boutique financial planning firm serving high-net... ...service experience in wealth management, private wealth... ...and our work covers tax planning, insurance,... ..., retirement, estate planning, and business...SeniorHigh net worthWork at officeRemote workFlexible hours- ...Job Description Senior Financial Planner Multi-Family Office Boca Raton, FL Overview Established Multi-Family Office... ...sophisticated client relationships through comprehensive planning, analysis, and preparation. Not a sales role. No portable...SeniorHigh net worthFull timeWork at office
$130k - $170k
...Services include Tax prep and review... ..., S-Corps, estates, trusts, and partnerships... ...clients on tax planning and advisory... ...a strong management perspective as... ...advisory, finance, wealth planning... ...years for a more senior tax role. ~ CPA... ...Corp, individual, HNW, and complex...High net worthFull timeRemote work- ...Clients have long relied on Beacon Pointe’s Wealth Advisors to help determine investment goals... ...allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach...High net worth
- ...LLP in Boca Raton, Florida is seeking a motivated Junior Estate Planning Associate to join its Private Wealth Services team. You will work with senior practitioners on sophisticated wealth transfer, estate, tax, and business succession matters for high-net-worth clients...High net worth
$115k
...Position Summary The Tax Senior will be responsible for preparing and... ...tax returns and supporting tax planning engagements for a diverse... ...tax knowledge, the ability to manage multiple engagements, and the... ...industry or service line (real estate, financial services, high net...SeniorHigh net worthLocal area- ..., a nationally ranked, Top 20 CPA firm, are seeking a Senior Manager to join their International Tax team. This firm offer outstanding work- life balance,... ...excellent opportunities for career progression. The firm have plans for further expansion in 2026 and beyond, and this...Senior
- ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative... ...Contribute: Kaufman Rossin is seeking a Tax Manager with Real Estate industry experience to join our... ...complex tax issues Managing engagement planning Mentoring and training staff...
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers they are the confidantes families turn to across generations. Lido Advisors is... ...strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation...High net worthWork at office- ..., headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose... ...including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning. Develop...High net worthContract workWork at office
- ...Lead tax strategy, compliance, and client service... ...regulatory obligations and plan confidently.... ...Coach and develop the tax manager, supervisor, and staff... ...3 years in a manager, senior manager, or director role... ...individual taxation, plus real estate, trusts, and multistate...High net worthLocal areaRemote workWork from homeFlexible hours
$175k
...entrepreneurial, growth-focused accounting, tax, and advisory firms. Our... ...and brings experience in real estate and international taxation.... ...~ Demonstrated success managing a book of business and leading... ...individuals, including identifying tax planning opportunities Demonstrated...High net worthLong term contractContract workFor contractorsWork at office- ...entrepreneurial, growth-focused accounting, tax, and advisory firms. Our... ...serving construction and real estate clients, and expertise in both... ...exceptional tax advisory, planning, and compliance services to... ...and advisory services while managing complex compliance engagements...High net worthLong term contractContract workFor contractorsWork at officeLocal area
- ..., headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose... ...solutions that address complex needs across investments, estate planning, tax strategies, and more. Our team is dedicated to...High net worthContract workWork at office
$72.88k - $109.32k
...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role... ...High Net Worth segment with financial planning and excellent discovery and profiling skills... ..., Small Business Partners, Relationship Manager, etc.) Organize client events to...High net worthFull timeWork at office- ...Client, Trusts & Estates group ("PCS") is looking... ...work alongside a senior shareholder in one... ...-term succession planning process for an... ...assistants, and practice management professionals work... ..., and income tax planning matters... ...implement complex wealth transfer strategies...High net worthPrivate practiceWork at office
$185k - $195k
...junior attorney interested in building a long-term career in estate planning and private wealth services in Boca Raton, Florida ? A leading AmLaw 10... ...while building your technical expertise in estate and tax planning. Meaningful Client Exposure: Participate in...High net worthWork at office- ...Senior Tax AssociateSenior Associate - Tax DepartmentKSDT has long been recognized as one... ...recommendations to clients on innovative business tax planning and compliance services in a timely and... ...and tax savings opportunities.Assist Manager in running client engagements from start...SeniorTemporary workWork at officeLocal area
- ...utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial... ...0MM+ in assets under management at Truist driving positive... ...current on estate, tax and planning trends... ...Leads comprehensive HNW wealth planning and strategy...High net worthFull timePart timeWork experience placementWork at officeShift workDay shift
- ...Description Job Description Tax Manager Location: [City, FL] (or... ...oversee tax compliance and planning engagements for a diverse client... ...Review work prepared by Tax Seniors and Staff, providing coaching... ...industry niche (real estate, financial services, manufacturing...High net worth
- Florida Bar Foundation in South Palm Beach County seeks an experienced Trusts & Estates Associate Attorney to join its focused practice of estate planning and trust and estate administration. The ideal candidate has at least five years of relevant legal experience, a strong...SeniorHigh net worthFull timeWork at office
- Baker Tilly is seeking a Tax Senior Manager for Private Client services to lead federal tax compliance and advisory engagements for middle-market and multinational clients. You will build trusted relationships, mentor staff, and collaborate with leadership to grow the...Senior
- ...International Tax Manager We are partnering with a leading national CPA and advisory firm seeking an International Tax Manager to join... ...S. and multinational clients on international tax compliance, planning, and structuring. Review international tax filings,...
- Ascend is hiring a Senior Associate for its Tax Department, responsible for providing consulting services to clients regarding innovative business tax planning and compliance. The role includes reviewing tax returns, managing engagements, and mentoring associates. Applicants...SeniorFlexible hours
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