Estate & Tax Planning Associate (HNW Focus)
Agnello & Rogers
FBT Gibbons LLP in Newport Beach, CA seeks an Estate & Tax Planning Associate with 5–7 years of experience to handle sophisticated estate and tax planning for high-net-worth clients, including trust administration and business succession planning. Candidates should have strong background in gift and estate tax matters (SLATs, IDGTs, ILITs, CRTs, GRATS) and direct client experience. Speed, accuracy, and stellar writing skills are essential, along with a collaborative approach. #J-18808-Ljbffr Agnello & Rogers
$230k - $265k
...The Director of Advanced Planning plays a critical role within... ...financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW... ...retirement income, tax mitigation, estate transfer... ...Success, bringing a relentless focus on what matters to clients...High net worthRemote workFlexible hours$190k - $220k
...Caplan McMahon Vitek is seeking a full-time Estate Planning Attorney with at least 5 years of... ...support staff in a collaborative, client-focused environment that supports professional growth... ...and draft income, gift, and estate tax-sensitive estate planning documents Manage...High net worthFull time- H&R Block is seeking a seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare complete and accurate tax returns with training and support from experienced teammates. No prior tax experience is required; you will...SuggestedHourly paySeasonal workWork at officeLocal area
$85k - $115k
...management needs. Your Role: The Tax team in Westwood is hiring a Senior Tax Associate to join our dynamic group of tax... ...individual, partnership, estate, corporate, and/or trust tax returns... ...businesses, investments and estate planning entities. Maintain direct...High net worthSummer workWork at officeFlexible hours- ...Are you an experienced Tax Manager who enjoys doing... ...into proactive tax planning that adds greater value... ...investment, tax, insurance, estate planning, and more.... ...planning efficiency. Focused Role – No sales, marketing... .... Experience with HNW & UHNW We deeply...High net worthFull timeSummer work
- ...seeking an experienced Tax Manager with a strong background... ...in High-Net-Worth (HNW) individual taxation and... ..., provide proactive tax planning and advisory services,... ...returns, with a strong focus on HNW individuals and... ...preferred. ~ Trust, estate, family office, and real...High net worthTemporary workWork at officeLocal area
- ...Russell Speechlys LLP in New Haven, Connecticut, is seeking an experienced Estate Planner / Drafter to join our growing US Private Client & Tax practice. You will prepare bespoke estate planning documents for high-net-worth individuals and families and contribute to cross...High net worthPrivate practice
$125k - $143k
...About Us Treasury Wine Estates (TWE) is one of the world’s largest... ...and bolder decisions. Our focus on Boldly Cultivating unites us... ...Under the direction oftheAmericas Tax Director, the AmericasTax... ...compensation ranges, incentive plans, and benefits at any time,...Full timePart timeFlexible hours- ...professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who work... ...deliver holistic, personalized wealth planning and family office solutions. This... ...accounting, or a related field with a focus on clients in the $25MM+ net worth segment...High net worthWork at officeLocal area
$150k - $170k
...The Wealth Strategist is a senior planning professional dedicated to the... ...Financial planning is the foundation of Focus Partners Wealth, and this role... ...emphasis on sophisticated estate and wealth transfer planning and complex income tax strategy. The role serves as a trusted...High net worthFull timeWork experience placementSecond jobWork at officeLocal area- Cozen O'Connor's Private Client, Trusts & Estates group (“PCS”) is looking for a driven,... ...to participate in a long-term succession planning process for an established practice. We are... ...generation-skipping transfer, and income tax planning matters Design and implement complex...High net worthPrivate practiceWork at office
- ...Summary Our client is seeking an experienced and client-focused Tax Manager to join their growing CPA firm. The Tax Manager will oversee... ..., state, and local tax returns Provide proactive tax planning and consulting services Serve as primary contact for assigned...High net worthLocal area
- ...career move with Aprio. Join Aprio's Tax Team and help Real Estate clients uncover opportunities others... ...contact for clients, providing tax planning, compliance, and consulting services... ...experience in public accounting, with a focus on the Real Estate industry. ~ Deep...Full timeWork at officeLocal areaRemote workFlexible hours
- ShuffieldLowman in Orlando seeks an Associate Attorney with 1-4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group. You will design complex estate plans and advise on tax strategy for multi-generational families. You will collaborate...High net worth
- ...asset. We foster a collaborative, client-focused culture where talented professionals... ...If you are passionate about financial planning, investment management, or client... ...investment management, financial planning, tax strategy, and estate planning in one integrated, proactive...High net worthPermanent employmentFull timeWork at office
- ...Tax Manager At Mariner, we are seeking an experienced and... ...and expertise through a client-focused approach Build and... ...and other tax and financial planning initiatives Review tax returns... ..., and mentoring of new tax associates Qualifications:...High net worth
- ...collaboration with other teams including Tax, Treasury, IR, FPA, Businesses, Operations... ...the Corporate Controllership teams with a focus on coaching and developing talent in the group... ...the terms and conditions of the specific plans.*At Chemours, you will find sustainability...Full timeLocal area
- ...Tax Manager - High Net Worth page is loaded## Tax Manager - High Net Worthremote... .... Come join an organization that focuses on work/life balance for all of... ..., research, correspondence and planning* Responsible for managing trust and estate-related filings (Form 1041) and...High net worthSummer workWork at officeImmediate startMonday to FridayMonday to Thursday
$115k - $125k
...alternative application process. Senior Tax Accountant Full Time Professional US... ...filing status, open items, and risk. Planning support. Monitor legislative and regulatory... ...; depth perception and ability to adjust focus. COMPANY VALUES: Deliver Legendary...Full timeLocal areaRemote workFlexible hours- ...seasonal Meet with clients to gather information and understand their tax situation Prepare complete and accurate tax returns with... ...collaboration, and a client-first approach About The Role As a seasonal Tax Associate at H&R Block, you will begin a career in tax and client services...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
$122.5k - $215.9k
...advisory, assurance and tax services to our clients... ...environment focused on enabling your career... ...issues, and recognize tax planning opportunities. Candidates... ...as manufacturing, real estate and construction, professional... ...the role, function and associated responsibilities, a...High net worthWork experience placementWork at officeLocal area2 days per week3 days per week- ...and Oregon, Perry and Associates offers its clientsaccounting... ..., advisory, and tax servicesfor individuals... ...advance Sawtooth’s advisory-focused practice. This role... ...deliver strategic tax planning, technical excellence,... ...multi-state taxation, real estate, agriculture, closely held...High net worthWork at officeLocal areaRemote work
- ...improvements, automation opportunities, and AI-enabled solutions to enhance financial operations. Lead continuous improvement initiatives focused on scalability, standardization, and operational excellence. Supervise, mentor, and develop staff accountants and accounting...Local areaRemote workFlexible hours
- ...offers opportunities for our associates to learn, grow and enhance their... ...territory. This role focuses on developing and managing strategic... ...fiduciary value proposition, planning-first philosophy, and full... ...business opportunities with HNW/UHNW clients Build and manage...High net worthTemporary workFlexible hours
$85k - $168k
...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...Assist clients with meeting their audit and financial planning objectives by using a range of tools. Be creative with...Local area- ...engagement workflow. Managers develop and train staff and make associations to develop new business for the Firm. Managers play a lead... ...to travel to assigned client locations. Preferred Industry Focus: Manufacturing & Technology: Strong audit background serving...Contract workWork at officeWork from homeRelocation package
$150k - $180k
...and compliance audits across the organization. This role will focus primarily on ensuring effective design and implementation of the... ...Lead and manage the internal audit function, overseeing audit planning, execution, and reporting in alignment with organizational objectives...Work experience placementWork at office- ...teams. You will advise clients on all aspects of audit program planning and management including supplier selection, stakeholder engagement... ...audit, accounting, or financial planning and analysis, with a focus on retail auditing. Demonstrated leadership skills with the...Full time
$165.11k - $195k
...development of risk-based audit, advisory, and continuous monitoring plans that align with organizational objectives, regulatory... ...Technology Operations, IT Security, Business Administration with a focus on Information Systems, or similar field of study required ~1...Temporary workWork experience placement- ...overseeing and managing a Private Wealth team of Client Service Associates who provide support services to our Private Banking team and... ...corporations-and everything in between. Facts: ~ Operations focused in an eight-state footprint ~5,000 team members ~$53.2...High net worthLocal area
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