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 USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...Suggested
$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 alongside...SuggestedFull timeWork at officeLocal areaRemote work$125k - $175k
...Francisco Bay AreaTax - Private Client Services (PCS) /Full-time /... ...lead to innovation. As an Tax Manager, you will be responsible for... ...with Ultra High Net Worth (UHNW) individuals and families. This... ...planning and compliance for trusts, estates, partnerships, and closely...SuggestedPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours$180k - $230k
UHNW Senior Tax Manager (CPA required) Job Description Experience: Mid Level Salary: $18... ...work with a highly sophisticated client base and be part of a... ...multiple industries. Experience with estate planning implementation through trusts is a plus for those working with...SuggestedRemote work3 days per week$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$135k - $230k
...!Job Description:Withum’s Tax Services Group is made up... ...International and Private Client services. This Tax Senior Manager role will be based out of... ...individual, fiduciary, gift and estate and other tax returns,... ...tech executivesServing as a trusted advisor, managing client...Full timeLocal area- ...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,...Private 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
$190k - $220k
...TeamWe are a sophisticated tax, accounting, and... ...family office and real estate private equity sponsors... ...and multi-generational trust and estate compliance and... ...about our people!Deep client relationships: Work with... ...Entertainment and Business Management, and Business Advisory...Work at officeLocal areaRemote workFlexible hours$112k - $150k
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 tax consulting and... ...life insurance planning.A Tax Manager, Private Client Services is...Private practiceWork at office$100.35k - $205k
...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 officeLocal areaWorldwide2 days per week3 days per week$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area!... ...serveYou can see yourself as a trusted business advisor, working face-...Full timeLocal areaWorldwide- LeoForce's tax practice seeks an UHNW Senior Tax Manager (CPA required) to lead complex returns and proactive planning for ultra-high-net-worth individuals... ...Jose. The ideal candidate will mentor staff, manage client delivery, and collaborate with partners on strategic planning...
- ...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
$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...International and Private Client services. This Founders & Tech... ..., fiduciary, gift and estate and other tax returns, ensuring... ...tech executivesServing as a trusted advisor, managing client relationships through...Full timeLocal area$112k - $150k
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 tax consulting and... ...insurance planning. A Tax Manager, Private Client Services is...Private practiceWork at office$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$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- ...technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns Lead multiple engagements that deliver... ...Ability to lead and supervise others, provide exceptional client service Core Competencies Demonstrates expertise in...
- ...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...
$201.81k - $382.6k
...High Net Worth Tax Managing DirectorAre you looking to join an entrepreneurial firm which... ...people and make a difference for your clients?If yes, consider joining Baker Tilly (... ...affluent families and family offices, estates and trusts in managing, preserving and transitioning...Private practice- ...your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice,... ...have the flexibility to manage your days in support of our... ...in individual, fiduciary, estate and gift taxationPreferred... ...Group doesn’t only provide trusted and innovative tax...Full timeWork experience placementPrivate practiceLocal areaRemote work
$110k - $145k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...legally bound to act in our clients' best interests — always.* Mercer... ...returns for high-net-worth individuals, trusts, and businesses Create quarterly...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$133.1k - $295.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...diverse team helping high-profile clients understand, analyze, and... ...multinational global private equity real estate investments, including with... ...process and other risk management activities; lead teams of tax...Local area$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...$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance?... ...rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery...Work at officeLocal area$180k - $220k
...PCS Tax DirectorBPM – where caring and community is in our company DNA... ...and maintain relationships with clients throughout the tax process.Position... ...on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring...Summer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple...Temporary workPrivate practiceWork at officeLocal area
- ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able... ...have the flexibility to manage your days in support of our... ...in individual, fiduciary, estate and gift taxation... ...Group doesn't only provide trusted and innovative tax solutions...Work experience placementPrivate practiceLocal area
$91k - $321.5k
...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...the owners of PwC. As a Senior Manager you are expected to lead large... ...thoughtfully to establish a secure and trusted workplace for all.Applications...Full timeH1bRemote work
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