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
$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$150k - $200k
Senior Tax Manager / Tax Director - Partner Track Salary: $150,0... ...accounting firm with an established private-client practice, long-term client... ...high-net-worth individuals, trusts, estates, and closely held businesses... ...benefits contribution CPE/CPA support Generous PTO structure...Private clientHigh net worthPrivate practiceWork at office$205k - $305k
...instructed by a Chambers High Net Worth-ranked Private Client Services group. Our client’s world-class... ...of issues relating to estate planning, tax, real estate, family disputes, strategic... ...will have 2-5 years’ experience in trusts and estates, transfer tax, and...Private clientHigh net worth- ...specializes in providing tax, audit,... ...services for privately held businesses... ...individuals, estates, trusts, nonprofit... .... Our diverse client base includes... ...Title: TaxTax Supervisor – Family Wealth... ...high net-worth (HNW) individuals and... .... ~ Active CPA or Enrolled Agent...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$150k - $200k
...Description Job Description Senior Tax Manager, CPATax Advisory | Client Leadership | Incoming Book of... ...Path Our client, a rapidly growing CPA and advisory firm with multiple offices... .... Clients view the firm as a trusted strategic advisor rather than simply...High net worthImmediate startRelocation packageFlexible 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
- ...genuinely enjoy? We\'re a Top 200 CPA firm serving high-net-worth... ...We\'re hiring for multiple Tax roles, including HNW-focused Senior Tax Managers... ..., and tax planning for HNW clients Preparing and reviewing... ...Bonus points for gift, estate, trust, or partnership tax exposure...High net worthRemote job
- ...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
$235k - $365k
...DC-based opportunity to advise clients — both domestic and... ...transfer planning, including trust administration, inheritance and... ...generation-skipping transfer tax issues, and sophisticated strategies... ...tailored mentorship, and world-class Private Client services, this is an...Private clientHigh net worth- ...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
- Job Title: Tax Manager / Senior Tax Manager Location: Hybrid... ...with a focus on Estate, Trust, and High-Net-Worth (HNW) returns , to step into a leadership... ...Provide tax planning and client advisory services Mentor... ...experience preferred CPA preferred or actively pursuing...High net worthFull timeWork at officeRemote work
- ...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...
$125k - $191k
Join to apply for the Tax Manager role at Weaver 2 weeks ago Be among the first... ...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large... ...team members. The ideal candidate is a CPA with 5+ years of experience in...Private clientHigh net worthFull timeFlexible hours- ...seeking an experienced Estate Planning & Administration Attorney for its McLean, VA private client practice. This on-site, permanent role focuses on sophisticated estate planning, trust and estate administration, and wealth preservation for high-net-worth clients. The ideal...Private clientHigh net worthPermanent employmentPrivate practice
$125k - $150k
...a growing, established CPA firm based in Silver Spring... ...We're seeking a Senior Tax CPA who wants more than... ...This role offers direct client interaction, meaningful... ...complex individual, business, trust, and estate returns •... ...and tax planning for HNW individuals and closely...High net worth- 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 immediately...High net worthRemote jobWork at officeImmediate start
$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- ...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
...Brown Advisory Private Client Service Team Position Brown Advisory's Private Client Service team is searching for career-minded and ambitious... ...families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad...Private clientHigh net worthTemporary workWork experience placementWork at office- ...Kraken is one of the world's longest-standing crypto platforms, trusted by over 10 million individuals and institutions across the... ...built for both individual investors and institutional clients.The Private Client Relationship Management team supports Kraken's highest...Private clientHigh net worthWorldwide
$161.93k - $269.88k
...high-quality delivery to our clients. At Deloitte, we provide services... ...advisor to newly public and private clients to assist with accounting... ...relationships, serving as a trusted advisor.Lead, motivate, and... ...the following certifications: CPA (in office state), CFA, CRISC,...Private clientWork at officeLocal areaRemote workVisa sponsorship- A prestigious CPA firm in Bethesda, Maryland is looking for a Tax Supervisor to lead their tax services team. This role involves overseeing tax preparation, managing client relationships, and mentoring junior staff. The ideal candidate will have a bachelor's degree, CPA...High net worth
$95k
...This is an excellent opportunity to join a highly regarded Private Client practice supporting trusts and estates attorneys. Position Overview Hybrid... ...client files Assist with Federal and State estate and gift tax returns and fiduciary matters Coordinate high-volume charitable...Private clientHigh net worthPrivate practiceWork at officeRemote workFlexible hours- JOB SUMMARYThe Global leader for Luxury Client Relationship Management is responsible for... ...scaling Marriott International’s global HNW and UHNW relationship-management ecosystem... ...experience in luxury hospitality, luxury retail, private client services, sales, customer...Private clientHigh net worthFull timeLocal areaRemote workFlexible hoursNight shift
- 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
- ...presence, an established base of business clients, entrepreneurs, real estate investors,... ...Commercial Real Estate, Commercial Lending, Tax, and Trusts & Estates groups regularly encounter clients who need securities counsel - private placements, exempt offerings, fund...Private clientHigh net worthWork at office
- ...reputable regional accounting firm in Fairfax Station, Virginia, is seeking a skilled Tax Supervisor to oversee tax preparation and mentoring of junior staff. The ideal candidate will have CPA certification, at least 4 years of public accounting experience, and proficiency...Work from home
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