Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining Crowe’s standards. Candidates should hold a CPA or JD and have 5 years of relevant experience in public accounting or law. The position supports a hybrid work model, offering flexibility while ensuring compliance with Crowe’s methodologies and values. #J-18808-Ljbffr Crowe
- BDO's Private Client Services in San Francisco delivers boutique tax consulting and compliance for high net-worth individuals and families, including estates, gifts, trusts, and executive compensation planning. The Tax Manager role focuses on managing engagements, collaborating...Suggested
$95.5k - $195.4k
...with life moments, you're trusted to deliver results and... ...DNA across our audit, tax, and consulting groups.... ..., and investment and estate planning vehicles. Our... ...We are seeking a Tax Manager with deep expertise in... ...a key role in advising clients, managing sophisticated...SuggestedWork at officeLocal areaRemote workWorldwide$110k - $210k
...that’s the Power in the Plus! Job Description Withum’s Tax Services Group is made up of a brilliant team of tax... ...R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you’ll work...SuggestedWork at officeLocal areaRemote work$180k - $230k
UHNW Senior Tax Manager (CPA required) $180,000 - $230,000 per year | San Francisco, CA... ...known and highly recommended by our clients. Our services include... ...multiple industries. Experience with estate planning implementation through trusts is a plus for those working with...SuggestedPermanent employmentLocal areaRemote work3 days per week- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national... ...growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals,...SuggestedPrivate practiceWork at officeRemote workFlexible hours
- ...consulting firm is seeking a Tax Manager in the Private Wealth Tax practice... ..., closely-held corporations, estate, and gift work papers and tax... ..., as well prepare and lead client meetings on compliance and... ...reviewing partnership and/or trust documents Experience managing...Private practiceWork at office2 days per week3 days per week
- Baker Tilly in San Francisco is seeking a Tax Manager to provide tax and business advisory services, particularly to real estate clients. In this role, you will not only deliver exceptional service but also mentor talented associates, ensuring compliance and driving business...
- ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...us? Join Baker Tilly as a Tax Manager with our Real Estate group , working from NorCal and... ...You can see yourself as a trusted business advisor, working face‑...Local areaWorldwide
$132.7k - $303.2k
...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...professionals providing dedicated tax technical services to both...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
...There isn’t an average day for a Real Estate Tax Senior Manager - you’ll spend your time on a variety... ...of tax planning projects for a diverse client base, providing up‑to‑minute tax advice... ...trends to maintain credibility as a trusted advisor. Building client relationships...Work at officeFlexible hours$112k - $150k
Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...insurance planning. A Tax Manager, Private Client Services is...Private practiceWork at office$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique... ...other people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...Summary An experienced Tax Manager, Private Client Services is...Private practiceWork at office$106.25k - $125k
Tax Manager (Hybrid - San Francisco, CA) We are looking for a Tax Manager to join our Tax Team... ...services to our high-net-worth clients. We are looking for someone who loves client... ...returns for high-net-worth individuals, trusts, and businesses Create quarterly estimates...Temporary workWork at officeLocal areaHome officeMonday to Friday- ...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...Real Estate Investment Trust qualification rules? Are... ...estate industry to serve clients? If you answered yes to... ...Tax practice as a Tax Manager. What You’ll Do...Work at officeWorldwideVisa sponsorship2 days per week3 days per week
- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance... ...for a diverse portfolio of clients (e.g., UHNW individuals, Partnerships, and Corporations... ...(C-Corps, S-Corps, Partnerships, Trusts, and Estates). Tax Planning: Develop...
- Mercer Advisors in San Francisco seeks a Tax Manager I to lead client relationships, prepare and review income tax returns for high‑net‑worth individuals, trusts, and businesses, and deliver tax projections and analyses. You will mentor a team of Tax Associates and collaborate...Flexible hours
$220k
...HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of... ...looking for a Senior Tax Manager with a clear path to... ...standing reputation and a client base built over decades of trust. The Opportunity: This... ..., partnerships, real estate, multi-entity...$250k
...Attorney Reports to: Practice Area Manager Direct Reports: N/A Summary... ...The Associate Attorney – Trusts & Estates supports Senior Attorneys and... ...representation, asset distribution, tax‑related matters, and... ...thoughtful solutions and exceptional client service. Associate Attorneys...Local areaRemote work$140k
A respected advisory and accounting firm seeks a Sr. Tax Associate in San Francisco. The role, offering a competitive salary of up to... ...and an active CPA license. You'll work with high-net-worth clients on complex tax matters and have a hybrid schedule. This firm values...$140k
Sr. Tax Associate (CPA) | Complex Individual Tax & UHNW Work | Up to $140k + Bonus 1 week... ...-high-net-worth clients, including billionaire... ...families who have trusted them for over a... ...approach to tax, estate, and business advisory... ...directly with managers and partners on complex...Full timeWork at office$120k - $230k
...Rimerman + Co. LLP in San Francisco is looking for experienced Tax Managers to join their innovative tax practice. Candidates should have... ...working with ultra-high net worth individuals and complex private client services. Responsibilities include reviewing complex returns,...- Australia-Employment is looking for a Senior Tax Manager in San Francisco to manage complex returns and provide advisory services to ultra-high-net-worth individuals. With a focus on client relationships and tax planning, this role requires 7+ years of public accounting...
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...Temporary workPrivate practiceWork at officeLocal area
- ...public accounting firm providing a full range of audit, tax, and advisory services to a diverse client base, including businesses, nonprofit organizations,... ...Prepare individual, corporate, partnership, and estate/trust income tax returns Assist with financial statement...Local area
- ...particular depth in the real estate industry. This is a... ...held businesses, trusts and complex partnership... ...substantially more than tax compliance. Our professionals... ...work proactively with clients and their advisors... ...services • Business management and consulting • Accounting...Full timeWork at officeLocal areaRemote workFlexible hours
$112.5k - $172.95k
Baker Tilly US, based in San Francisco, is seeking a Tax Manager to provide tax compliance and advisory services to small businesses and middle-market clients in the real estate sector. This role involves coaching staff, managing client relationships, and delivering best...- BDO USA, LLP’s Private Client Services group seeks a Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. The role focuses on engagements, planning, and client advisory services within a boutique practice of the firm. You will oversee...
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...Work at office$102.3k - $150k
A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients...$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate...
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