Remote Wealth Transition Tax Manager — Estate & Gift Planning
$105k - $180kEide Bailly LLP
- Remote job
Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess a Bachelor's in Accounting, an active CPA or Enrolled Agent license, and have 4-8 years of relevant experience. The position includes a compensation range of $105,000-$180,000, alongside comprehensive benefits like medical insurance and paid time off. #J-18808-Ljbffr Eide Bailly LLP
$123k - $153k
Eide Bailly LLP is looking for a Tax Manager in Woodland Hills, CA, responsible for overseeing... ...-worth clients to ensure effective wealth transition planning. You will prepare and review tax... ...public accounting, particularly with estate and individual income tax. A...Remote job$95.5k - $195.4k
...across our audit, tax, and consulting groups... ...and investment and estate planning vehicles. Our... ...are seeking a Tax Manager with deep expertise in estate, gift, and trust tax planning... ...be considered for a remote work arrangement, subject... ..., and transfer wealth efficiently while...Remote workWork at officeLocal areaWorldwide- Eide Bailly is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective. You will work with high net worth clients, manage client relationships, and lead tax planning engagements. Qualified candidates will have a Bachelor's degree...Remote job
$95.5k - $195.4k
...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... ...of a Crowe office may be considered for a remote work arrangement, subject to business needs...Remote workWork at officeLocal area- ...Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national... ...join their growing Private Wealth practice. This is a high... ...in fiduciary tax, estate planning, and trust structures and want...Remote workPrivate practiceWork at officeFlexible hours
- ...A Day in the Life As a Tax Manager you will be responsible... ...and assist them with the transition of wealth from one generation to the... ...in relation to estate and business succession planning. Technical research on... ...Preparing and reviewing gift, estate and fiduciary tax...Work at officeLocal areaVisa sponsorship
$110k - $185k
...looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful... ...life balance Work fully remote, hybrid, or from our... ...Review trust and estate plan documents and help... ...skills Ability to create and manage relationships with...Remote jobWork at officeLocal area$140k - $180k
...We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients... ...Equity, Real Estate & Hospitality, Media... ...collaboration and remote work. Our teams work... ...meeting you! The Estate/Gift/Trust tax group is... ...advise on estate planning, including...Remote workWork at officeHome office2 days per week$110k - $195k
...amazing benefits and more!! FULLY REMOTE (Preference to live in IL). Job details... ...Job Details Your Impact: As a Tax Manager/Senior Manager on our Estate, Gift & Trusts team, you’ll play a key role... ...Review trust and estate plan documents and help clients with their...Remote workSummer workLive inWork at officeLocal areaFlexible hours- ...midsize firm is seeking an experienced Tax Manager/Senior Manager for their Estate, Gift & Trusts team. The role will... ...position offers flexibility with fully remote options and boasts generous... ...with 3+ years of estate and gift planning experience, along with strong communication...Remote job
- 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...
$140k - $185k
...employees to work both remotely and in the office,... ...Responsibilities Providing tax compliance and... ...issues and related tax planning Develop and maintain strong... ...individual income tax, gift tax, estate tax and trust taxation... ...advanced project management skills Strong technical...Remote workWork experience placementWork at office$160k - $210k
...Fully Remote Senior Tax Manager - Trusts and Estates Be among the first 25 applicants. This... ...Life Insurance, and 401(k) plan. Generous Paid Time... ...federal and state income, gift, and estate tax returns.... ...liability and increase client wealth. Review and approve...Remote workSummer workWork at officeLocal areaRelocation packageFlexible hours- Tax Manager - Estate, Gift, and Trust page is loaded## Tax Manager - Estate, Gift, and Trustlocations... ...will oversee complex tax compliance and planning engagements, providing high-level... ...to minimize tax burdens and optimize wealth transferClient Relationship and Engagement...Work at officeLocal areaFlexible hours
$130k - $170k
...Description We are looking for a Tax Manager for our Denver office to join our Gift, Estate, and Trust team. This role... ...businesses, providing advanced tax planning, compliance, and advisory services... .... Advise and consult clients on wealth transfer strategies, estate and...$114.8k - $174k
Tax Manager or Director - Gift, Estate and Trust - Bellevue, Lacey, Tacoma, WA We recognize that not everyone... ...range of gift, estate & trust tax planning and consulting services, including... ...returns, and collaborating with CLA's wealth advisory practice and other client-...Private practiceLocal area$113.4k - $169.4k
Tax Manager - High Net Worth / Estates & Trusts Department: Tax Employment Type... ...strategic tax planning advice to clients.... ...skills. Experience in gift and estate planning... ...- Hybrid or remote options, flexible hours... ...advancement and role transitions. Inclusive & Supportive...Remote workFull timeLocal areaImmediate startFlexible hours$110k - $195k
...and more!! FULLY REMOTE (Preference to live... ...for their trusts, estate (1041’s), and foundations... ...with our estate/gift tax subject matter... ...estate/gift tax planning strategies for our... ...Train and mentor managers/seniors/associates... ...fiduciary tax and wealth planning experience...Remote workSummer workLive inWork at officeLocal areaFlexible hours- ...Fort Lauderdale, FL is seeking a Senior Tax Manager to lead the High-Net-Worth tax... ...filings, and mentor staff while developing wealth transition strategies. You’ll partner with clients... ...efficiency, oversee engagements from planning to delivery, and contribute to business...
- Eide Bailly in Phoenix, Arizona is seeking a Tax Manager for their high-net-worth tax practice. The role involves preparing complex tax returns and advising clients on wealth transition strategies. Ideal candidates will have a Bachelor's in Accounting, CPA certification...
$130k - $160k
...not just looking for a tax expert—we’re looking... ...initiatives. Position Tax Manager - Real Estate focused Are you a... ...are preferred for remote candidates.... ...engagements, overseeing tax planning, compliance, and provision... ...estate planning, and wealth transfer strategies....Remote workLocal area$113.4k - $169.4k
...Tax Manager - Real Estate Department: Tax Employment Type: Full Time Location:... ...for leading tax compliance, planning, and consulting engagements... ...segregation, and accrual-to-cash transitions. Analyze and advise on... ...Work Arrangements – Hybrid or remote options, flexible hours....Remote workFull timeWork at officeLocal areaFlexible hours- ...Tax Manager Position Description M|H... ...assurance, tax planning & preparation, transaction... ..., and ownership transitions Oversee... ...Deliver estate, trust, and gift tax planning and... ...services, including wealth transfer strategies... ...Office Suite, and remote communication...Remote workWork experience placementWork at officeFlexible hours
- A mid-sized CPA firm based in Illinois is seeking tax professionals to join its estate, gifts & trusts team. You'll prepare and review estate tax returns... ...a flexible work environment with options for fully remote or hybrid work and includes generous benefits such as...Remote jobFlexible hours
$130k - $160k
...Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 1... ...consulting, advisory and tax planning firm is looking for a Trust... ...personal, fiduciary, estate, and gift tax Structuring trust instruments to support wealth transfer goals and minimize...Remote workImmediate startRelocation- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...
$130k - $250k
...Solutions. Role Title: Estate & Trust Manager, Senior Manager,... ...Location: 100% REMOTE -- MUST BE IN... ...senior Estate & Trust Tax professional with... ...complex tax planning and compliance for... ...focused on wealth transfer and tax... ...and review estate, gift, and trust tax returns...Remote workPermanent employmentFull timeWork at officeRelocation$145k - $175k
...accounting, assurance, tax, advisory, and private... ...advisor to clients on tax planning strategies, transaction... ...of and interpret estate planning documents such... ...trust, foundation, and gift tax returns; prepare related... .... Coach and mentor managers and senior associates through...Full timeLocal area$130k - $165k
...individual to work in Trust and Estate (T&E) with high-net-worth (HNW)... ...opportunity to assist and manage the tax planning and compliance for trusts, estates, and gift tax returns. If you are an individual... ...5,000.00/yr Why join us? Fully Remote Capabilities Nationwide with...Remote workWork at officeLocal areaRelocation package
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