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
$95.4k - $180.4k
RSM US LLP in Houston is looking for a Tax Manager responsible for advising ultra-high net worth families on tax services. The ideal candidate will have at least 5 years of experience in public accounting, a CPA, and expertise in tax structuring, compliance, and multi-generational...SuggestedWork at officeFlexible hours- ...seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning . The ideal candidate is a tax leader who... ...nuanced tax situations involving wealth, succession, and legacy planning....Suggested
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... .../or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders...SuggestedFull timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...will leverage your skills to lead large projects, innovate processes... ...development of innovative tax planning solutions and methodologies Coaching...SuggestedFull timeH1bLocal area$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ...introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who...Full timeH1bLocal areaOverseas$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and guidance to clients on tax planning, compliance, and strategy. These... ...of our Firm. You are expected to lead with integrity and authenticity,...Full timeH1b- 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...
- 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...Local area
- ...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 with the resources...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...FSO team! EY’s FSO tax practice provides comprehensive... ..., tax minimization planning, on-call advice, and tax... ...Management practice, you will lead tax compliance and...Work experience placementSummer holidayLocal areaFlexible hours- ...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
- ...Private Wealth Services Tax Manager 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...Full time
$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...$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...performance Oversee successful planning, budgeting, and execution of... ...knowledge of tax compliance for Real Estate Trusts Knowledge of...Full timeH1bLocal areaOverseas$157.2k - $326.6k
Forvis Mazars US, based in Houston, is seeking a Wealth Strategist to join their Private Client team. This role involves... ...-net-worth individuals and families on complex financial planning, including tax and estate considerations. Candidates should possess a Bachelor’s degree...Work at office$95.5k - $195.4k
...DNA across our audit, tax, and consulting groups.... ...Description: As a Tax Manager , you will provide tax... ...and real estate industries. Tax consulting... ...identifying and implementing tax planning, preparation of tax... ...skills, the ability to lead multiple projects and...Local areaRemote workWorldwide$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- 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...
- Crowe-Global is looking for a Property Tax Manager in Houston, Texas, to lead property tax consulting for real estate clients. This role will involve managing client relationships and overseeing complex engagements while developing tax savings strategies. The ideal candidate...
$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- A leading financial institution in Houston seeks an Executive Director, Wealth Planner to provide expertise in tax and trust matters. This role involves working with clients and their advisors... ...substantial experience in trusts & estates or tax law and possess excellent...
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and guidance to clients on tax planning, compliance, and strategy. These... ...knowledge, and experiences you need to lead and deliver value at this level...Full timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and guidance to clients on tax planning, compliance, and strategy. These... ...knowledge, and experiences you need to lead and deliver value at this level...Full timeH1b$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- ...Position: Tax Associate/Financial Planner Location: Houston, TX (Hybrid – 3 Days... ...client is a highly respected boutique wealth management firm serving ultra-high-net-worth individuals... ...gaining exposure to broader financial planning initiatives outside of tax season. This...Work at officeLocal area
$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- ...Tax Services Professional Join a team that values... ...them to preserve their wealth for future generations,... ...individual, trust, estate, gift, foundation, and... ...services as well as estate planning advisory services... ...Business Development Manage all aspects of client accounts...Permanent employmentTemporary workWork at officeFlexible 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... ...while building real wealth faster We offer...Local areaRelocationRelocation package- ...A bit about us: We specializes in tax, assurance, and consulting services for... ...industries. Whether we are creating an estate plan for wealth transfer, performing an audit, or delivering... ...client issues, firm growth, etc. Manage and develop client relationships...Local areaRemote workFlexible hours
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