Trust & Estate Tax Partner: Path to Equity Leadership
FORTH Recruiting
A growing accounting firm in Laguna Beach seeks a Tax Partner to manage complex accounts and lead the tax team. The ideal candidate will have over 8 years of experience, particularly with trust, estate, and 1040 tax. This role offers an opportunity for quick advancement to Equity Partner while maintaining a balance of work and personal life. Strong problem-solving and analytical skills, a CPA license, and effective team management are essential for success in this position. #J-18808-Ljbffr FORTH Recruiting
$300k
Our client is a top firm, seeking a senior tax attorney for its Taxation, Trusts & Estates practice in Los Angeles, Orange County, or San Francisco. The salary... ...transactions. Experience in strategic and private equity M&A transactions, domestic and international tax...Employment EquityTax- About the job Tax Partner - Laguna Beach, CA The Company Having formed... ...Corporations, Partnerships, Trusts, Bookkeeping, Payroll,... ...presence specializing in Trust and Estate work. They are seeking a... ...staff. This role offers a quick path to Equity Partner. Core...Employment EquityTaxWork at officeLocal area
- ...Description Job Description Tax Partner / Of Counsel (7+ Years) Direct Counsel... ...and collaborative Taxation, Trusts & Estates practice with strong firm leadership support and significant long-... ...clients on strategic and private equity M&A transactions Provide domestic...Employment EquityTaxWork at officeFlexible hours
$212.5k - $250k
...business management, tax, estate, insurance, and more,... ...seeking an exceptional Tax Partner - Regis - to serve as... ...from their most trusted advisors. Essential... ..., carried interests, equity compensation, major... ...and partner with Regis leadership to evolve the tax...Employment EquityTaxFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Job Description Hybrid Trust and Estate Tax Manager - Fiduciary Tax Orange... ...of experience. With 10 partners and approximately 100 team members... ...skills ~ Demonstrated leadership capabilities Preferred:... ...firms Clear advancement path to Senior Manager and beyond...TaxWork at officeLocal areaWork from home2 days per week3 days per week
$95k - $160k
...Description:Withum’s Tax Services Group is made... ...fiduciary, gift and estate and other tax returns... ...executivesServing as a trusted advisor, managing... ...cultureCollaborating with partners and senior leadership on client engagements... ...business stock, equity compensation, pass-through...Employment EquityTaxFull timeLocal area$100.35k - $205k
...strategic and creative federal tax professional who likes... ...serving real estate owners and operators? Are... ...Real Estate Investment Trust qualification rules? Are... ...Trusts, Real Estate Private Equity Funds, and real estate... ...system from firm leadership to ensure you are set up...Employment EquityTaxWork at officeLocal areaWorldwide2 days per week3 days per week$185k - $250k
...Description Job Description Tax Director / Senior Tax Manager – (Partner Fast-Track) Location: Irvine,... ...entrepreneurial culture with a clear path to leadership and long-term partnership. With a... ...client relationships; act as a trusted business partner Mentor, develop...TaxFull timeWork at officeLocal areaImmediate startFlexible hours$212.5k - $250k
...management, business management, tax, estate, insurance, and more, all... ...exceptional Estate Planning Partner - Regis to serve as a... ...families expect from their most trusted advisors who are entrusted with... ...contributions to thought leadership content and publications....TaxFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...strategy . This executive will partner closely with the CEO and board... ...controls. Executive CFO Leadership ~10–20+ years of progressive... ...including FP&A, accounting, tax, treasury, and investor relations... ...analysts, and venture/private equity firms . Expertise in...Employment EquityTaxFull time
$124k - $335k
...advisory needs such as audit, tax compliance, and... ...cash flow management, equity expansion, divestiture... ...Professional; our global leadership development framework.... ...geographies and career paths, and provides transparency... ...stakeholders to build trust.Uphold the firm's code...Employment EquityTaxFull timeH1b$77k - $214k
...advisory needs such as audit, tax compliance, and... ...cash flow management, equity expansion, divestiture... ...Professional; our global leadership development framework.... ...geographies and career paths, and provides transparency... ...establish a secure and trusted workplace for all....Employment EquityTaxFull timeH1b$99k - $266k
...advisory needs such as audit, tax compliance, and... ...cash flow management, equity expansion, divestiture... ...Professional; our global leadership development framework.... ...geographies and career paths, and provides transparency... ...to generate vision and trust- Innovating through new...Employment EquityTaxFull timeContract workH1b$150k
...advisory needs such as audit, tax compliance, and... ...cash flow management, equity expansion, divestiture... ...Professional; our global leadership development framework.... ...geographies and career paths, and provides transparency... ...establish a secure and trusted workplace for all....Employment EquityTaxFull timeH1b$171k - $217k
...firm focused on sustainability, partnering with leading organizations to... ...services through thought leadership, industry engagement, and strategic... ...of the business as an equity Partner and visible leader within... ...stakeholders and build trusted client relationships.Broad solutions...Employment EquityFull timeFixed term contractCasual workLocal areaFlexible hours$172k - $236k
...West and nationally. This is a Partner-level opportunity to shape... ...annually, and we are expanding our leadership bench to meet accelerating... ...power sector. Why ERM? Equity ownership with significant... ...to partner with us as their trusted advisor. Every one of us firmly...Employment EquityFixed term contractCasual workFlexible hours$158k - $213k
...years. This role partners directly with the... ...payroll, fixed assets, equity, and deferred... ...for a company on a path to public‑market readiness... ...international tax treaties, VAT/GST... ...degree a plus. Leadership & Competencies Strategic... ...function is a trusted, scalable platform...Employment EquityTaxFull timeContract workLocal area$117.63k - $143.77k
...Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as... ...or more years of experience in Trust administrationProfessional Designation... ...knowledge of fiduciary law, tax implications and practices in... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityTaxFull timeLocal area$65k - $90k
...The team's work spans gift and estate tax planning, financial reporting... ...-worth individuals, private equity and venture capital funds,... ...follow a structured development path from Associate to Senior... ...mentorship from experienced partners and principals. The firm actively...Employment EquityTaxWork at officeLocal area$130k - $200k
...Description Job Description Tax Manager / Senior Tax Manager – Estates & Trusts Location: Orange County, CA... ...people and provide the resources, leadership access, and autonomy needed to build... .../ LinkedIn – Bancroft Staffing Partners Equal Opportunity Statement:...TaxWork at officeImmediate startWork from homeFlexible hours- ...Licensed Real Estate Professional Opportunity Who you work with matters. We are looking for a licensed real... ...and continue building a business that reflects your leadership and vision, this opportunity offers a path for meaningful growth. Interested? Apply today....
$223.51k - $289.17k
...corporate clients, private equity groups and... ...and/or other thought leadership materialWork... ...engagement teams and partners to promptly identify... ...personal and building trust into every result -... ...offering a career path with more: more opportunity... ..., including tax and advisory services...Employment EquityTaxWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Work closely with executive leadership to align capital strategy with... ...investment banking, private equity, sovereign investment offices,... ...border investment structuring, tax equity, and sovereign co-investment... ...leader who already maintains trusted relationships with sovereign...Employment EquityTax
$65k - $90k
...Trust & Estates Paralegal Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years... ...Responsibilities: Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations...TaxFull timeWork at office- Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients.... ...candidate will manage multiple projects while exhibiting strong leadership and client relationship skills. Crowe offers a hybrid work...Tax
- ...Advisors is seeking a Wealth Path Wealth Advisor to work in a client... ...client service efforts under leadership from Managing Directors. You will serve as a trusted advisor to a large client book... ...leaders on investments, tax, and estate planning. The role requires travel...Tax
$166k - $220k
...details, charting the path and owning the... ...program management, and leadership skills to deliver... ...Develop strong, trusting relationships with... ...party corporate partners to own successful... ...Highly competitive equity grants are... ..., Roth, and after‑tax (mega backdoor Roth...Employment EquityTaxFull timeContract workWork experience placement$110k - $160k
...Hybrid) Requirements: 5+ years tax/accounting, QuickBooks, CPA... ...-- real upside with a path to ownership. Job Duties... ...questions -- the person the team trusts Recruit, train, and manage... ...Comfortable advising on equity compensation, real estate, and business ownership Strong...Employment EquityTaxWork from homeFlexible hours$172k - $236k
...across the West and nationally. This is a Partner‑level opportunity to shape strategy,... ...projects annually, and we are expanding our leadership bench to meet accelerating market demand... ....Why ERM?As a Partner, you’ll gain:Equity ownership with significant financial upside...Employment EquityFull timeFixed term contractCasual workFlexible hours$68.85k - $81k
...Job Description U.S. Bank Global Corporate Trust Services is one of the largest providers... ...finance vehicles that issue both debt and equity liabilities, the proceeds of which are used... ...to bondholders, and when required, trust tax reporting. Essential functions include: Read...Employment EquityTaxTemporary workWork experience placementWork at officeLocal area3 days per week
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