HNW Tax Supervisor — CPA, Private Clients & Trusts
Jobot
Jobot in Virginia is seeking a High Net Worth Tax Supervisor for a top CPA firm. You will lead complex tax matters for high-net-worth individuals, trusts, and related private client tax issues. Required: CPA, BS/MS in Accounting, and 5+ years of public accounting tax experience. The role offers a competitive base salary, bonus options, and comprehensive benefits, with overtime during busy periods. #J-18808-Ljbffr Jobot
- ...and with more opportunities and client and partner interactions than at... ...5+ years of public accounting tax experience CPA required Extensive experience with High Net Worth (HNW) individual tax returns, trusts, and related private client tax matters Jobot is an...Private clientHigh net worthPart timeLocal areaFlexible hours
$110k - $130k
...follow our LinkedIn page! Job details: HNW Tax Supervisor - Top CPA Firm This Jobot Job is hosted by:... ...and with more opportunities and client and partner interactions than at... ...Worth (HNW) individual tax returns, trusts, and related private client tax matters Interested in...Private clientHigh net worthPart timeLocal areaFlexible hours$220k - $370k
A sophisticated Private Client practice in Washington, D.C. is looking to add... ...individuals and families . Trusts & estates and sophisticated wealth... ...generation-skipping transfer tax Income tax matters related to... ...estate and tax planning for HNW individuals and families For...Private clientHigh net worthPrivate practiceWork at office$156k
...Job Description Tax Manager, Business Services... ...(BSG) Tax Advisory | Client Management |... ...opportunity to become a trusted advisor to privately held businesses, business... ...Senior Accountants, Supervisors, and Staff Accountants... ...Degree in Accounting ~ CPA or Enrolled Agent (EA...High net worthTemporary workFor contractorsSummer workCasual workFlexible hours$150k - $200k
...Senior Tax Manager / Tax Director - Partner Track Salary: $... ...accounting firm with an established private-client practice, long-term client... ...high-net-worth individuals, trusts, estates, and closely held businesses... ...contribution CPE/CPA support Generous PTO structure...Private clientHigh net worthPrivate practiceWork at office- ...specializes in providing tax, audit,... ...services for privately held businesses... ...individuals, estates, trusts, nonprofit... .... Our diverse client base includes... ...round. TaxTax Supervisor - Family Wealth... ...high net-worth (HNW) individuals and... ...required. Active CPA or Enrolled...High net worthTemporary workFor contractorsSummer workCasual workLocal areaRemote workFlexible hours
$100k - $150k
...top-ranked accounting, tax, and advisory firm with... ...delivering real value to our clients.Our mission is to... ...relationships built on trust and integrity. We serve... ...Manager to join our growing Private Client Services practice... ...university required.Active CPA license or EA...Private clientHigh net worthFull timePrivate practiceLocal area3 days per week$200k - $300k
...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides... ...leaders. The ideal candidate is a CPA with 9+ years of experience in... ...partnerships, estates, and trusts ~ Technical knowledge sufficient...Private clientHigh net worthImmediate startFlexible hours$150k - $200k
...Job Description Job Description Senior Tax Manager, CPA Tax Advisory | Client Leadership | Incoming Book of Business | Partnership Track Opportunity... ...and closely held companies. Clients view the firm as a trusted strategic advisor rather than simply a tax compliance...High net worthImmediate startRelocation packageFlexible hours$100k - $150k
...Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals... ...Jones Family Office is seeking a Trust & Estate Paralegal to support the Director... ...strong background in trusts and estates, private client services, or family office services...Private clientHigh net worthFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$100k - $150k
...Jones, we’re a purpose-driven, client-focused team committed to... ...Brighton Jones is seeking a Senior Trust & Estate Manager to support... ...trust and estate laws, transfer tax planning for high-net worth individuals... ...providing family office/private client services, trust and...Private clientHigh net worthFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$116.25k - $159.64k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...is a licensed independent CPA firm that provides attest... ...to expand your career in Private Wealth tax and accounting,... ...You can see yourself as a trusted business advisor, working...Private clientHigh net worthWork at officeLocal areaWorldwide- ...(6-10 years) Department: Tax Services Our clients prestigious CPA firm in Bethesda, MD is seeking... ...an experienced Tax Supervisor to lead their tax services... ...engagements including HNW individuals, family offices... ...with specialized areas (trusts/estates, partnerships, consolidated...High net worthFull timeFor contractorsWork at officeImmediate startFlexible hours
- KWC CPAs in Virginia is seeking a Tax Supervisor for our Family Wealth Services Group, focusing... ...lead compliance and planning, oversee client relationships, and guide staff on... ...have 5+ years in public accounting with HNW exposure, CPA or EA certification, and proficiency...High net worth
- Wertz & Associates is seeking a Tax Supervisor to lead the Firm's Family Wealth Services Group... ...for high-net-worth individuals, families, trusts, and estates while mentoring staff and... ...role combines technical excellence with client advisory responsibilities and leadership...High net worthFlexible hours
- ...Our client is a 150 staff CPA firm in the city of Richmond, VA. They have a heavy... ...worth individuals and their privately held companies and pride themselves... ...to join their practice as a Tax Manager specializing in high... ...also have experience with trust and/or estate tax matters....High net worthWork from home
- ...public accounting firm, seeks a Supervisor to lead the Business Services Group... ...plan, supervise, and deliver tax, accounting, and advisory engagements for private clients, mentored by Principals and supported... ...or accounting certificate, and CPA/EA or similar certification. #J...Private client
$126k
...Description Job Description Tax Supervisor - Family Wealth Services... ...Net-Worth Tax Planning | Trust & Estate Expertise | Client Advisory | Leadership... ...advisory firm serving privately held businesses, individuals... ...Required ~ Active CPA or Enrolled Agent (EA) designation...High net worthTemporary workSummer workCasual workFlexible hours- ...is seeking a junior to mid-level associate to join the Private Client Services group within the Tax Practice in the Washington, D.C. office. The role... ...and tax planning for high-net-worth clients, including trusts, estates, and related transfer taxes. Qualified candidates...Private clientHigh net worthWork at office
- ...federal and multi-state tax returns, including 1040,... ...-net-worth individuals, trusts, and partnerships. Manage... ...strong, long-term client relationships. Oversee... ...experience. ~ Active CPA license is required. ~... ...closely held businesses and HNW clients. ~ Stable...High net worthTemporary workWork at office
- BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Washington. The role involves advising family offices and managing sophisticated planning matters alongside two partners. The ideal candidate...Private clientPrivate practice
- ...Staff or Senior Tax Accountant | Tax Supervisor – REMOTE Who: An experienced tax professional with at least 3 years of public accounting experience... ...for individuals, LLCs, and corporations while supporting client financial planning. When: Position available...High net worthWork at officeImmediate startRemote work
- ...Planning & Administration Attorney to join its growing private client services practice in McLean, VA. This role focuses on... ...owners, and fiduciaries. You will draft wills and trusts, advise on wealth transfer and tax planning, and guide probate and trust administration,...Private clientHigh net worthPrivate practice
- ...PS is looking for a talented and driven Tax Manager/CPA to join our team in Spokane, WA. This is... ...ownership of complex tax engagements, lead client relationships, and grow your career... ...individuals, corporations, partnerships, and trusts Provide tax planning, consulting, and...
$100k - $150k
...Job Description Job Description Tax Manager, CPA Public Accounting | Client Advisory | Leadership Opportunity... ..., and advisory services to privately held businesses, business owners,... ...combines technical tax expertise, trusted-advisor client relationships, team...Flexible hours- ...firm in Virginia, seeks a Business Services Group Supervisor to lead tax compliance, accounting, and advisory services for privately held businesses and high-net-worth individuals. You will serve as the primary client contact, supervise staff accountants, review complex...High net worth
$180k - $225k
...advisory firm is looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements for... ...Bachelor’s in Accounting required Master’s in Taxation and CPA is a plus, but not required 10+ years of public accounting...Private clientHigh net worthFull timeLocal areaFlexible hours- ...Overview Our client is seeking a skilled Tax Supervisor to join their established CPA firm in Arlington, Virginia. This mid-level leadership position offers the opportunity to supervise tax engagements, mentor junior staff, and work closely with diverse clients in the...High net worthFor contractorsSeasonal workWork at officeLocal areaFlexible hours
- ...level service and building trusted, long-term relationships... ...Trust & Estate team as a Supervisor.ResponsibilitiesProvide high-level tax preparation, planning,... ...management and development of client relationships,... ...Finance, or a related field.CPA License, Juris Doctor (JD...High net worthTemporary workSummer workCasual workWork at officeLocal areaRemote workWork from homeFlexible hours
$120k - $140k
...Job Title Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion... ...deliver the highest level of client experience Understanding of trust administration, endowments and foundations, and other complex...Private clientHigh net worthTemporary workWork experience placementWork at office
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