Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex estate, gift, and trust matters. In this role, you'll manage multiple projects and provide exceptional client service to ultra-high-net-worth clients. Required qualifications include a CPA or JD and at least 5 years of relevant experience. This position offers a hybrid work environment for candidates located near a Crowe office, allowing you to balance your career with personal life. #J-18808-Ljbffr Crowe
$110k - $180k
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are... ...-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage...SuggestedTemporary workPrivate practiceWork at officeLocal area$110k - $170k
...in advisory, assurance, and tax with team members who value innovation... ...optimize performance, manage risk, and maximize value... ...relationships, solutions to address clients’ unique business goals and... ...for a Tax Manager to join our Trust & Estate Tax team within our National...SuggestedWork at officeLocal areaRemote workFlexible hours$130k - $170k
Job Description We are looking for a Tax Manager for our Chicago office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals... ...have the opportunity to work directly with clients, firm leaders, and play an active role in...Suggested- Topel Forman LLC is seeking a Tax Manager for their Chicago office to provide advanced tax planning, compliance, and advisory services... ...experience, a CPA/EA license, and the ability to develop trusted client relationships. This hybrid role offers a competitive salary...SuggestedWork at office
- Withum in Chicago, IL seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. You will review returns, draft memoranda, and identify planning opportunities across individuals, trusts, partnerships, and corporations....SuggestedRemote job
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus +... ...the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading. Our client, a well-established CPA consulting, advisory...Immediate startRemote workRelocation- CohnReznick is seeking a Tax Manager for the Trust & Estate Tax team within our National Tax practice in Chicago, Illinois. This hybrid role focuses on high net worth clients and offers flexibility. The ideal candidate should possess a Bachelor's degree in Accounting, extensive...Remote job
- CFS, a leading tax-focused law firm in Chicago, seeks a Tax Manager to oversee UHNW clients and mentor a tax team. You will drive planning strategies, ensure compliance,... ...deliver high-touch service across individuals, trusts, and international entities. The ideal...
- ...USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors. The...
- ...Our client, an innovative and rapidly growing tax technology company, is seeking an experienced Tax Manager (CPA/EA) to join their fully remote team. This firm specializes in delivering... ...Experience with C-Corps (1120), trusts & estates, and gift tax Exposure to private...Remote work
$175k - $200k
...Tax Director | DB Tax & Accounting (DBTA) Who... ...We serve an elite client base of ultra-high-net... ...services across: Trust, Corporate, Individual, Estate & Gift, Partnership,... ...planning services for our UHNW clients. This role... ...tax professionals, managing complex tax...For contractorsWork at officeRemote work$170k - $260k
...Job Description Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust Location: Remote (U.S.-based) Compensation: Competitive... ...In this leadership role, you’ll manage a diverse client portfolio, guide a team of tax professionals, and take...Summer workImmediate startRemote workFlexible hours$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the Apply button... ...us - taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join...Part timeLocal areaRemote workFlexible hours- ...is more than preparing tax returns and financial statements... ...should empower clients to make better business... ...formation services, estate tax planning, tax resolution... ...Our professionals are trusted consultants who work... ...seeking an experienced Tax Manager who enjoys partnering...Local area
$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique... ...entertainers, and others with complex tax and financial structures.... ...provides comprehensive estate, income, gift, and trust tax consulting and... ...planning. Job Summary A Tax Managing Director, Private Client Services...Work at office$145k - $160k
...Tax Manager | DB Tax & Accounting (DBTA) Who We Are At DB... ...learning We serve an elite client base of ultra-high-net-... ...advisory services across: Trust, Corporate, Individual, Estate & Gift, Partnership,... ...a trusted advisor to our UHNW clients. In this role,...Full timeFor contractorsWork at officeRemote work$120k - $175k
...Tax Manager | Remote | Real Estate & Construction Focus This Jobot Job is hosted by: Emily Bohanon Are... ...history serving a diverse, complex client base. We have built a reputation as... ...entities, with additional work in HNWI, Trusts & Estates, and assurance. Our client...For contractorsLocal areaRemote work- KPMG is seeking a Manager or Senior Manager for its Business Tax Services practice in Chicago, Illinois. Candidates should... ...tax management, particularly in real estate and financial services. This position involves managing client portfolios and delivering high-quality...
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services... ...Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and...Private practiceWork at office$151k - $226k
...career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and... ...ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance...Temporary workLocal areaRemote workFlexible hours$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...like RSM. Our Real Estate practice serves a range of clients... ...including Real Estate Investment Trusts, Real Estate Private Equity... .... We are seeking a Tax Manager for our Real Estate group. We...Work experience placementInternshipLocal area$113k - $153k
...opportunity. Responsibilities Responsibilities: Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry...Temporary workLocal areaRemote workFlexible hours$99k - $266k
.../Competency: Industry Tax Practice Industry/Sector... ...: Asset and Wealth Management Time Type: Full... ...Financial Services Tax - Real Estate Manager, you will play... ...Tax practice, advising clients on their local and... ...establish a secure and trusted workplace for all. Applications...Full timeH1bLocal area- BDO in Chicago, IL, is seeking a Tax Senior Manager for Private Client Services. The role focuses on delivering high-net-worth tax planning, compliance... ...will supervise engagements, manage complex returns (trusts, estates, individuals, partnerships), develop client...
$106.5k - $195.1k
...Organization. In the Private Tax practice, we serve... ...structures. Support clients in wealth transfer, succession... ...and families. Manage and deliver processes,... ...Thorough understanding of estate and wealth planning. Experience... ...and state personal and trust taxation. Experience...Work experience placementPrivate practiceSummer holidayImmediate startFlexible hours$132.7k - $303.2k
..., and experience in assisting clients in meeting their business objectives... ...Responsibilities Serve as the Tax Functional Leader across... ...developing internal team members, and managing the functional efforts of such... ...completed. Serve as a trusted advisor and role model across...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving.... ...minute advisory services to a diverse client base across the real estate, hospitality... ...trends and maintain credibility as a trusted advisor. Build client relationships...Flexible hours$154k - $219k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...success! The Role Senior Managers in our Private Client... ...Principals, Trusts and Estates. Senior Managers Can Expect...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$106.5k - $195.1k
...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... ...dynamic FSO team! Private Tax is a growing practice within...Work experience placementSummer holidayImmediate startFlexible hours$145k - $160k
...COMPANY: Our client is a rapidly growing... ...who are looking to add a Tax Manager to their team. The company... ...engagements for our UHNW clients while leading and... ...for individuals, trusts, partnerships, corporations... ...on year-end planning, estate and gift strategies, and...Work at officeImmediate start
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