Tax Manager, Family Office & Wealth Planning
RSM US LLP
RSM US LLP in Houston seeks an experienced Tax Manager to advise ultra-high net worth families and manage multi-generational tax engagements. You will supervise teams across entity, individual, fiduciary, and gift/estate taxation, while coordinating with specialists on international tax matters. The role emphasizes strategic tax planning, client service, and mentorship, within the Family Office Enterprise (FOE) practice. A CPA/EA/JD and 5+ years of relevant experience are expected. #J-18808-Ljbffr RSM US LLP
$95.4k - $180.4k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...where they are along their wealth journey and assist to... ...governance, family education, risk management, privacy/data security and... ...journey:Exposure to strategic tax planning, business advisory and...SuggestedFull timeWork experience placementInternshipWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management - Renewable Energy Tax Senior... ...of innovative tax planning solutions and methodologies... ..., vacation, personal and family sick leave, and more. To...SuggestedFull timeH1bLocal area$100.35k - $205k
...their trusts, estates, family offices, investment vehicles,... ...solutions to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private Wealth... ...projects related to tax planning opportunities and the...SuggestedPrivate practiceWork at officeLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...to clients on tax planning, compliance, and strategy... ...’s unique strengths, and managing performance to deliver on... ..., vacation, personal and family sick leave, and more. To...SuggestedFull timeH1b- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews... ..., estate, and gift tax planning strategies for your high... ...closely held business and family business clients - all with... ...revenues and more than 50 offices spanning the U.S., Ireland...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- RSM US LLP in Houston seeks a senior tax professional to advise ultra-high net worth families on structuring, wealth transfer and compliance. You will lead engagements across... ...exceptional service to sophisticated family offices. Competitive rewards and development...Work at office
- ...professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails... ...tax returns and providing tax planning strategies for high-net-worth... ...communication skills, and experience with family units with significant net worth....
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future... ....KPMG is currently seeking a Tax Manager / Senior Manager, Family Office to join our Business Tax Services practice... ...a variety of medical and dental plans, vision coverage, disability and...Work at officeLocal area
- ...Description As the Private Wealth Services Tax Manager, you’ll conduct primary and... ...income, estate, and gift tax planning strategies for your high... ...closely held business and family business clients - all with... ...revenues and more than 50 offices spanning the U.S., Ireland...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...offerings, including tax and advisory services... ...revenues and more than 50 offices spanning the U.S.,... ...As the Private Wealth Services Tax Manager, you’ll conduct primary... ...estate, and gift tax planning strategies for high net... ...closely held business and family business clients -...Work at officeFlexible hours2 days per week
- ...successful individuals, families, and institutions by... ...OverviewThe Director, Family Office Solutions leads and... ...across all aspects of Wealth Management, helping UHNW clients... ...wealth transfer, and tax services.Develop... ...including investment, tax planning, estate planning, and...Full timeTemporary workWork at officeFlexible hours
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...an Asset & Wealth Management Tax Director, you will... ...the complexities of tax planning, compliance, and strategy... ..., vacation, personal and family sick leave, and more. To...Full timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...connections, and learning how to manage and inspire others.... ..., vacation, personal and family sick leave, and more. To...Full timeSecond jobH1b$150k
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate... ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our...H1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...to clients on tax planning, compliance, and strategy... ...connections, and learning how to manage and inspire others.... ..., vacation, personal and family sick leave, and more. To...Full timeH1b$126.1k - $253k
...Net Worth Multi-Generational Families team focuses on post liquidity... ...complex estate and income tax planning and compliance. Our team of professionals... ...’ goals. As a Tax Senior Manager, you will be responsible for... ...of tax services including wealth transfer, charitable and...Full timeWork experience placementInternshipLocal area$95.4k - $180.4k
...Net Worth Multi-Generational Families team focuses on post liquidity... ...complex estate and income tax planning and compliance. Our team of professionals... ...our clients’ goals. As a Tax Manager, you will be responsible for... ...of tax services including wealth transfer, charitable and...Full timeWork experience placementInternshipLocal area- ...is seeking an experienced Tax Senior Manager to join its growing private... ...high-net-worth individuals, families, family offices, and closely held businesses with complex tax planning and compliance needs.The ideal... ...tax planning related to wealth transfer, succession planning...Private practiceLocal area
- Pennington Partners & Co., a multis-family office based in Houston, invites... ...applications for an Associate Portfolio Manager. You will work alongside... ..., and help design tailored wealth plans that integrate investment management, income tax planning, and estate planning strategies...Work at office
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...meet their tax obligations while managing the impact tax has on their... ...holiday pay, vacation, personal and family sick leave, and more. To view our benefits...Full timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...meet their tax obligations while managing the impact tax has on their business... ...holiday pay, vacation, personal and family sick leave, and more. To view our...Full timeH1bLocal areaOverseas$125k - $165k
...Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of... ...compliance, review, and extensive tax planning, working closely with our... ...planning for individuals, families, and business owners •...- ...worth individuals, families, and other various... ...personalized tax, accounting, and consulting... ...firms, family offices, and affluent... ...Details Senior Tax Manager The Senior Tax... ...compliance and planning engagements, and mentoring... ...Advise clients on wealth preservation,...For contractorsWork at officeLocal area
- ...worth individuals and families to enjoy a full... ...to preserve their wealth for future... ...Essential Duties Tax Services Provide... ...as well as estate planning advisory services... ...Business Development Manage all aspects of... ...in Microsoft Office applications required...Permanent employmentTemporary workWork at officeFlexible hours
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and consulting firm with... ...individual clients. Our scope of services includes tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and more. A Tax...Immediate startFlexible hours- A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has...
- ...looking for an experienced tax leader to support ultra-high-net-worth families and senior executives with sophisticated planning and compliance needs in... ...and family groups across wealth transfer planning, charitable... ...through delivery while managing client relationships and...Private practiceLocal area
$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ..., private business owners and family enterprises manage their ownership and...Full timeContract workH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Tax - Real Estate Senior Manager, you will play a pivotal... ...strategic tax planning initiatives to address client... ..., vacation, personal and family sick leave, and more. To...Full timeH1bLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...Tax - Real Estate Manager, you will play a pivotal... ..., focusing on strategic planning and mentoring junior staff... ..., vacation, personal and family sick leave, and more. To...Full timeH1bLocal area
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