Senior Private Client Tax Manager - HNW Trusts & Estates Lead
Navigate Search
Navigate Search is partnering with a renowned public accounting firm to find a Private Client Services Tax Manager for its South Florida practice. The ideal candidate will manage tax engagements for high-net-worth individuals and businesses, ensuring compliance and providing proactive advisory services. The position requires a CPA with over 7 years of public accounting experience, and a strong ability to lead teams while maintaining client relationships. Join us in a collaborative environment that fosters growth and professional development. #J-18808-Ljbffr Navigate Search
$160k - $220k
...Accounting professional to join their Private Client team. In this role, you will work closely... ...providing strategic advice on complex tax matters. With a competitive salary range... ...relevant experience, particularly in trust and estate planning, along with strong communication...SeniorPrivate clientHigh net worth$140k - $220k
...have. Not just with clients, but with... ...supportive. People are trusted to do their jobs without... ...highly respected Private Client team,... ...families, trusts, estates, and family offices... ...navigate complex tax matters, wealth preservation... ...You'll review and manage individual, trust,...Private clientHigh net worthWork from homeFlexible hours$95.5k - $195.4k
...America's most affluent families, entities, and investment and estate planning vehicles. We are seeking a Tax Manager with deep expertise in estate, gift, and trust tax planning and compliance to advise clients, manage sophisticated engagements, and support the continued...High net worthWork at officeLocal areaRemote work- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...), you will play a key role in managing tax compliance and consulting engagements... ...tax returns for individuals, trusts, estates, and closely held businesses....SeniorPrivate clientHigh net worthFull timeWork at officeLocal area
- BCG Attorney Search is seeking an experienced mid-level Trusts and Estates Attorney to join a Bonita Springs, FL firm. The attorney will handle high-net-worth estates, collaborate with clients on planning strategies, and prepare wills and various trusts while ensuring...High net worth
- MOHR Talent is seeking a Senior Private Trust Officer for a boutique fiduciary firm in West Palm Beach, FL. This hybrid role involves overseeing... ...experience and a strong understanding of trust and estate planning. The position offers Competitive Base salary plus bonuses...SeniorHigh net worth
- ...placement of exceptional private service professionals... ..., and high- profile clients throughout the United... ...It has been built on trust, discretion, integrity... ...Executive Housekeepers, Estate Managers, Director of properties... ...executive to lead our Placement Division...Private clientHigh net worthMonday to Friday
- About the job Tax Manager/Tax Senior Manager Our client is seeking a highly skilled and motivated individual for... ...including tax planning, research, estate and gift taxes, business valuation,... ...individuals Experience in estate and trust tax is preferred Conduct business...SeniorRemote work
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm Beach office. This important role includes client relationships, technical tax compliance and consulting work, and managing...SeniorPrivate clientHigh net worthWork at office
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...SeniorPrivate clientHigh net worth
- A leading accounting firm in New York is seeking a Tax Senior Manager to lead their new West Palm Beach office. The successful candidate will manage client relationships, technical tax compliance, and staff. With 6-8 years of experience in tax compliance, this role demands...SeniorHigh net worthWork at office
$74.6k - $124.4k
...seeking an experienced Estate Settlement Administrator to manage the full lifecycle... ...for high‑net‑worth clients (typically $3MM+ estates... ...Responsibilities Lead estate settlement... ...review income and estate tax returns, review... ...Collaboration with Trust Officers on interim...High net worthFull timeWork experience placementInterim roleWork at office- ...behalf of a nationally recognized private client practice seeking to add an International Estate Planning Attorney with at least... ...families with foreign assets on tax-efficient ownership and wealth... ...obligations relating to foreign trusts, investments, gifts, and financial...SeniorPrivate clientPrivate practice
- Fwainvest is looking for a Trust Officer to manage estate settlements in Saint Petersburg, Florida. This position requires strong leadership skills... ...to effectively collaborate with Financial Advisors and clients. As a Trust Officer, you'll administer trusts according to...Senior
$160k - $200k
Ascendion is seeking a Trust and Estates Attorney for their Palm Beach Gardens Office. This role requires 5+ years of experience in Trust & Estates and emphasizes legal strategy and client interaction. Candidates should be licensed in Florida and have extensive experience...SeniorWork at office- ...sophisticated boutique to offices of national firms, seeking Trusts & Estates Attorneys (2-12 years) to join their growing private wealth/ trusts & estates practice(s). Attorneys... ...wealth transfer strategies, including trusts, tax planning, succession planning, and much more....High net worthPrivate practiceWork at office
- ...law firm seeks a Real Estate and Estate Planning... ...transactions for high-net-worth clients, focusing on private client and estate... ...strategies and tax‑efficient structuring... ...private clients and trusts on real estate acquisitions... ...skills to manage multiple transactions...Private clientHigh net worth
- Fwainvest is seeking a Senior Private Wealth Trust Officer to manage personal trust accounts for high-net-worth clients in the Town of Florida, NY. This role requires strong interpersonal... ...bachelor's degree. The position involves tax planning, client interaction, and...SeniorHigh net worth
- 2026 Global Private Bank Full-time Advisor Program Launch... ...banking, supporting client relationships in our... ...customized wealth management solutions. You’ll work... ...lending, banking, and trust and estate planning. No client has... ...through training classes, senior speaker series, market...Private clientHigh net worthFull timeWork experience placementVisa sponsorship
$165k - $200k
...U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate... ...in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to meet client needs. With a...SeniorPrivate clientHigh net worth- ...firm seeking an experienced Private Client Services (PCS) Tax Manager to join its growing South... ...closely held businesses, trusts, estates, and family groups while... ..., and review the work of senior associates and staff.... ...skills. Proven ability to lead engagement teams and manage...Private clientHigh net worthLocal area
- ...J.P. Morgan Wealth Management is seeking a Certified... ...a Vice President, Private Wealth Planner. In this... ...with advisors and clients to deliver holistic,... ...allocation, diversification, trusts & estates, individual tax rules (both transfer... ...About Us Chase is a leading financial services...Private clientHigh net worthFull timeWork at office
- ...Tax Manager or Director - Private Client Services We are seeking an experienced Tax Manager... ...1040 (individual) 1041 (trusts and estates) 1065 and 1120‑S (... ...coach, and mentor staff and seniors on professional services... ...& Engagement Management Lead multiple engagements simultaneously...Private clientHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours
- ...Join to apply for the Tax Senior Manager - Real Estate role at Elliott Davis . We are looking for a Tax Senior Manager to join our Real Estate Practice... ...regulations. Tasks will include business development, leading a team, advising, researching and identifying tax issues,...SeniorFull timeWork at officeLocal areaFlexible hours
$74.6k - $124.4k
M&T Bank is looking for an experienced Estate Settlement Administrator to oversee the estate... ...lifecycle for high-net-worth clients. This full-time, in-office role focuses on... ...degree and at least 3 years of estate and trust settlement administrative experience, with...High net worthFull timeWork at office- ...seeking an experienced Lead Advisor to join... ...group of client households through... ...work alongside a senior advisor who plans... ...and ongoing wealth management services. If you enjoy building trusted relationships, delivering... ...through retirement, tax, estate, and investment...High net worthFlexible hours
- KeyCorp in Warwick, NY is seeking a Private Client Banker to act as a trusted advisor for clients with up to $2M in investable assets. This role entails delivering financial solutions, managing client relationships, and ensuring compliance with bank policies. The ideal...Private client
- ...building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you’ll serve as a trusted advisor to a portfolio of affluent... ...lending expertise, relationship management skills, and a commitment to...SeniorPrivate clientHigh net worth
- Chilton Trust, located in Town of Florida, is seeking... ...Chief Trust Officer to lead trust operations and fiduciary relationship management. The ideal candidate will have over 10 years of estate and trust law experience... ...providing estate planning and tax advisory services,...
- Chilton Trust Company in New York is seeking a Chief Trust Officer to oversee all trust... ...will have over 10 years of experience in estate and trust law, alongside strong analytical... ...communication skills. This role emphasizes building client relationships and collaborating within a...
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