Estate & Gift Tax Leader for High-Net-Worth Clients
Jobtailor
Jobtailor is seeking a senior tax professional to oversee estate, gift, and fiduciary income tax work for high net worth clients in New Jersey. The role involves reviewing complex returns, fiduciary accountings, and providing strategic tax planning and consulting. You will research complex tax issues, identify planning opportunities, and mentor staff while ensuring exceptional client service and deadlines are met. Strong communication and leadership skills are essential. #J-18808-Ljbffr Jobtailor
$200k
Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving...TaxHigh net worthFull time$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan,... ...maintain strong relationships with high-net-worth clientsExamine complex tax... ...partnerships, private foundations, estates, and gift taxesAssess clients’ financial...TaxHigh net worthWork at officeLocal areaRemote work- ...is seeking an experienced Estate Planning Attorney in a hybrid... ...3 years of experience in high-net-worth trust and estate planning,... ...with a strong background in tax laws and succession planning... ...position involves advising clients on estate, gift, and charitable planning, as...TaxHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...services to our high net worth clients. Significant knowledge... ...related to personal income, estate and gift tax and wealth retention... ...find meaningful work, leaders invested in your success...TaxHigh net worthWork at office
- Levelociti seeks a Senior Tax Manager / Tax Director to lead... ...tax engagements for high-net-worth clients in a 100% remote environment... ...planning. You will oversee estate, gift, and fiduciary taxation, review... ...collaborating with senior leaders. #J-18808-Ljbffr LevelocitiTaxHigh net worthRemote job
- Spencer Fane LLP in New York City seeks a Tax, Trusts & Estates Associate Attorney with 3-5 years of experience to advise high-net-worth clients on wealth transfer strategies, including... ...will have expertise in estate and gift taxation, familiarity with the NY SCPA and...TaxHigh net worth
- Our client, a leading professional services firm, is seeking... ...Client Services (PCS) Tax Partner to provide tax compliance... ...and advisory services to high-net-worth individuals, families, trusts, estates, and closely held... ...individual, fiduciary, estate, gift, and pass‑through entity...TaxHigh net worthLocal area
$310k - $420k
...are partnering with a highly respected NYC-based... ...to join its Private Client Services (Trusts & Estates) practice. This is an... ...practice advising high-net-worth individuals, families... ...wealth planning and tax matters. The ideal candidate... ...estate, gift, generation-skipping...TaxHigh net worthPrivate practiceWork at officeFlexible hours3 days per week$275k - $375k
...sophisticated trusts and estates experience and an... ...planning to join its Private Clients Department in New York.... ...experience advising high-net-worth individuals and families... ...international and cross-border tax structuring, pre-... ...sophisticated estate, gift, generation-skipping...TaxHigh net worthPrivate practiceWork at officeLocal area$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location: New York,NY, US Date Posted: 08-03-2026 Job... ...state filings Prepare and review gift, trust, partnership, corporate,... ...financial planning, tax advisory, estate planning, and family office services...TaxHigh net worthWork at officeFlexible hours$200k - $245k
...Job Description Private Client Trusts & Estates Associate Attorney / Senior... ...estates experience to join a highly respected, nationally recognized... ...experience advising high-net-worth individuals and families on... ...strategies, estate and gift tax issues, charitable giving,...TaxHigh net worthPart timePrivate practiceWork at officeRemote work- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot. New York, NY. Tax Partner - Private Client... ...in trusts and estates to serve high-net-worth individuals and families. This role... ..., focusing on estate and gift taxation, family investment partnerships...TaxHigh net worthFull timeWork at officeRelocation1 day per week
$200k
Our client is a public accounting firm. They seek a Director- Private Client Group... ...as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity mattersOversee...TaxHigh net worthWork at officeRemote work- ...that is seeking Private Client talent for its Chambers... ...You will counsel ultra-high-net-worth individuals, families, and... ...all aspects of trusts & estates planning and wealth transfer... ...to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve...TaxHigh net worthTemporary workWork at officeLocal areaFlexible hours3 days per week
$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work... ...opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise... ...to waive in.LL.M. and strong tax background required.2-4 years of...TaxHigh net worthPrivate practiceWork at office- Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development activities. The role... ...with clients, external advisors, and internal tax, legal, and wealth teams. The position...TaxHigh net worth
$162k - $211k
...Citizens, our mission is to help clients, colleagues and communities... .... As a Private Client Market Leader (PCML), you will lead, coach,... ...and retaining our affluent, high-net worth, and ultra-high-net worth... ...save and grow their assets in a tax efficient way, manage debt effectively...TaxHigh net worthLocal areaRemote workFlexible hours- Merrill Family Office Services in New Jersey seeks an experienced tax professional to administer and support business development for ultra-high net worth clients, manage complex ownership structures, and coordinate delivery of MFOS products with Merrill Financial Advisor...TaxHigh net worthWork at office
- Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families, family offices, foundations and... ..., coordinate wealth planning with tax, estate, and philanthropic goals, and play a key role...TaxHigh net worth
$65k - $90k
...provides valuation consulting services to clients in both the private and public sectors. The team's work spans gift and estate tax planning, financial reporting,... ...base that includes closely held businesses, high-net-worth individuals, private equity and venture capital...TaxHigh net worthWork at officeLocal area- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...TaxHigh net worth
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team... ...tax and estate planning, with a focus on advising high‑net‑worth international families and their businesses. Duties Advise...TaxHigh net worthRemote work
- A leading tax advisory firm in New York seeks a Tax Senior Manager specializing in fiduciary taxation and estate planning for high-net-worth clients. This role involves managing client relationships, ensuring compliance with tax laws, and developing strategies to preserve...TaxHigh net worth
$125k - $200k
Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.ResponsibilitiesCollaborate... ...ongoing communication with high-net-worth individuals and related... ...partnerships, hedge fund K-1s, trusts, estates, gifts, and charitable...TaxHigh net worthRemote work- ...are assisting a long-time client, a midsize New York City... ...an experienced Trusts & Estates associate to join its... ...in estate planning for high-net-worth individuals and families... ...Experience advising on gift and generation-skipping transfer tax strategies is strongly preferred...TaxHigh net worthFull time
- ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking... ...RESPONSIBILITIES INCLUDE: Be a leader within the Private Client Service / Estate and... ...(private foundation), gift and estate tax Skills/... ...planning strategies to high-net-worth clients Significant...TaxHigh net worthFull time
- ...Our client is a 120-person regional firm with offices... ...generational family wealth, real estate developers, and closely... ...practice. The incoming Tax Partner will be... ..., trust, estate, gift, and entity-level tax matters... ...exposure to high-net-worth and ultra-high-net-worth...TaxHigh net worthPrivate practiceWork at office
- ...law firm is seeking a Trusts & Estates Associate to join its growing private client practice. This role offers the... ...estate administration matters for high-net-worth individuals and families.... ...planning strategies involving gifting, tax planning, and asset protection...TaxHigh net worthPrivate practice
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors... ...track record of managing complex individual, estate, trust, and business tax matters for high-...TaxHigh net worth
- ...Firm has a need for an Estate Planning Attorney. This... ...demonstrated experience in high-net-worth trust and estate... ...relevant state and federal tax laws. Experience with... ...preferred. Our Private Client team, one of the largest... ...all aspects of estate, gift and charitable planning...TaxHigh net worth
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