UHNW Tax Manager — Estate & Wealth Planning Lead
Corient Services LLC
Corient Services LLC in Houston, Texas, seeks a Tax Services professional to provide high-quality compliance services and develop tax-planning strategies for high-net-worth individuals and families. You will manage client relationships and serve as a subject-matter expert in tax advisory. The ideal candidate possesses a BA/BS in Accounting, a CPA or equivalent, and at least 6 years of relevant experience. Benefits include a 401(k) plan with matching and various health insurance options. #J-18808-Ljbffr Corient Services LLC
- 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...Suggested
- JCW Group, a leading boutique wealth management firm based in Houston, TX, is seeking a talented Tax Specialist to support their UHNW client base. The ideal candidate has a CPA certification... ...expertise in wealth management and financial planning. #J-18808-Ljbffr JCW GroupSuggested
- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client’s financial services tax practice provides comprehensive... ...key market segments within the practice. As a Manager in the wealth & asset management tax practice, your key responsibilities...SuggestedLocal area
- A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns and providing tax planning strategies for high-net-worth clients. Candidates should have 6-10 years of...Suggested
- Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...provides non-attest offerings, including tax and advisory services. In 2025,... .... Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and... ...complex tax returns and provide income, estate, and gift tax planning strategies for high net worth,...Work at officeFlexible hours2 days per week
$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting... ...client relationships and tax planning for a diverse clientele, including... ...international asset reporting. You will lead tax compliance and provide...$95.4k - $180.4k
...We are the leading provider of professional services to the middle... ...s nowhere like RSM. Our Real Estate practice serves a range of clients... ...building. We are seeking a Tax Manager for our Real Estate group. We... ...tax services, including planning, research, compliance, and general...Work experience placementInternshipLocal area- Mitsui Ep is seeking a Tax Manager for its Accounting & Finance department in Houston, Texas. This role involves overseeing direct and indirect tax accounting and compliance, including provisions and federal, state, and local filings. The ideal candidate will have at least...Local area
- A leading tax consulting firm in Houston seeks a Senior Tax Manager to provide tax and consulting services to business clients. The ideal candidate will oversee team performance, engage in tax planning for diverse client entities, and ensure compliance with regulations....
- Jobot is searching for an experienced HNW Senior Tax Manager to join our team remotely, based in Houston, Texas. This role is suited for candidates with a BS/MS in Accounting, a minimum of 5 years of public accounting experience, and a CPA certification. You will oversee...Remote job
$125k - $191k
...growth and balanced, integrated lives. Position Profile We are seeking a Tax Manager with Real Estate experience to join our growing firm. The role involves providing federal tax compliance and planning services to Weaver’s Real Estate clients, developing advanced niche...Flexible hours$200k
...is looking for a Private Banker in Houston, Texas. The role involves developing client relationships and delivering tailored wealth management strategies. Candidates should have over 15 years of experience in Private Banking, solid knowledge of financial products, and...Full time$116.2k - $212.9k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...our dynamic FSO team! Handling tax in such a large, sophisticated organization... .... Developing clear, intelligent plans and approaches to improve our...Summer holidayFlexible hours- BDO USA, LLP is seeking a Senior Tax Manager in Houston, Texas, to provide tax and consulting services to business clients. This role requires managing tax planning for pass-through entities and ensuring compliance with tax regulations. Ideal candidates will have a Bachelor...
- Weaver is seeking a Tax Manager in Houston to provide federal tax compliance and planning services for Real Estate clients. The ideal candidate will have a Bachelor's degree in Accounting, CPA certification, and at least 5 years of public accounting experience. Benefits...
- ...based in Houston, Texas, is looking for a dedicated Part-Time Tax Manager with 5-7 years of experience in public accounting. This role emphasizes... ...proactive tax guidance, and engaging in extensive tax planning for individuals and businesses. The ideal candidate will hold...Part time
- At CORDA Investment Management, we believe our people are... ...passionate about financial planning, investment management,... ...is a client-centered wealth management firm serving... ...planning, and tax strategy in one integrated... ...through trading Support estate account processing from...Permanent employmentFull time
$200k
Citi is seeking a Private Banker in Houston, Texas, who will develop and deepen relationships with clients, creating tailored wealth management strategies. The ideal candidate will have over 15 years of experience in the financial services industry, specifically in private...Full time- ...them to preserve their wealth for future generations,... ...you.**Essential Duties**Tax Services* Provide high... ...quality individual, trust, estate, gift, foundation, and... ...as well as estate planning advisory services* Develop... ...Business Development* Manage all aspects of client accounts...Permanent employmentTemporary workWork at officeFlexible hours
$120k - $170k
...Tax Manager (High Net Worth) - Hybrid Schedule This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by... ...a wide variety of industries. Whether we are creating an estate plan for wealth transfer, performing an audit, or delivering on any of our...Local areaRemote workFlexible hours$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...team! The International Tax and Transaction Services... ...responsibilities, from technical planning and advising to global... ...Building and leading a dedicated client service...Work experience placementSummer holidayFlexible hours$200k - $275k
...on complex business tax. We believe that... ...you are a Senior Tax Manager looking for a clear... ...Senior Tax Manager to lead and expand our flow... ...distribution, real estate, construction,... ...services. 2. Lead tax planning and compliance for... ...building real wealth faster We offer...Local areaRelocationRelocation package$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to improve their operational... ...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...teams and engagements. Initiate and lead open conversations with teams,...H1b$90k - $120k
...Certified Public Accountant in Houston, Texas, to provide tax compliance and planning. The ideal candidate should have 3-5 years of experience... ...tax returns and closely collaborating with the wealth management team. The position offers a competitive salary of $90,00...$125k - $165k
...Overview Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core... ...compliance, review, and extensive tax planning, working closely with our wealth... ...as well as business, trust, and estate tax returns Review (and some...$125k - $155k
...Group (TMG) is seeking a detail-oriented Tax Manager to join our growing team. We are... ...expertise in tax compliance and strategic planning with proven leadership skills. The... ...term tax strategies that support client wealth and estate planning. This role requires a proactive...Full time- A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and...Local area
$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax and... .... Job Duties Performs tax planning, preparation and research for... ...individual returns, which may include estates, trusts and charitable... ..., estate and gift tax and wealth retention strategies, as well...Work at office$110k - $150k
Trust & Estate Tax Manager Public Accounting firm Pay: $110k-$150k Yrs. Exp. 5+ Yrs. in Public Accounting Tax Position Overview Lead and manage the Trusts & Estates tax practice by delivering high-quality tax compliance, planning, and advisory services for estates, trusts...
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