Senior Private Client Tax Advisor - Estates & Trusts
BDO USA
BDO USA seeks a tax professional to join Private Client Services, focusing on estate, gift, and trust tax planning for high-net-worth individuals and families. You will liaise with clients and advisors to gather information and prepare returns while expanding expertise across complex tax structures. The role requires a CPA or advanced taxation degree, 3+ years of relevant experience, and strong communication and leadership abilities. #J-18808-Ljbffr BDO USA
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Tax Advisor - Estates & Trusts in Saint Louis, MO vacancy
- ...Trusts & Estates Attorney A growing firm seeks a Trusts & Estates Attorney... ...of experience to join its private client group in their St. Louis... ...Advise clients on estate, tax, and wealth transfer strategies... ...matters Collaborate with senior attorneys on complex estate...Private clientWork at office
- ...for a culture that puts its clients and associates first: a culture... ...What You'll Be Doing The Senior Estate & Tax Associate at Stifel,... ...succession planning, and personal trust planning. The Sr Associate... ...presentations with Stifel Financial Advisors and their individual clients...Senior
- ...The Tax Services Department of a growing accounting... ...detail-oriented Tax Senior. Responsibilites: Provide... ...individuals, partnerships, trusts and corporations in a... ..., partnerships, estates and trusts. Focus on project... ...intermediate complexity. Take on client billing responsibility....Senior
- ...planning, we help our clients achieve financial... ...Summary: The Senior Portfolio Manager is... ...portfolio manager for the Private Client Office and... ..., retirement, trust, and entity structures... .... Position sizing, tax lot selection, cash... ...Working With Lead Advisors: ~ Lead advisors...SeniorPrivate clientWork at office
$61.6k - $73.5k
...in a world of change, empowering our clients and people to realize their full potential... ...families, closely held businesses, estates, trusts and private foundations Developing strong working... ...needs and challenges Completing tax planning and research Preparing...Private clientWork experience placementLocal area- ...Group is partnering with a well-established, highly respected law firm to identify a Trusts & Estates Associate to support a senior shareholder with a significant high-net-worth client portfolio. This is a growth-oriented role for an attorney who wants hands‑on responsibility...Casual workWork at officeLocal areaWork from home
$110k
...Description Job Description Senior Tax Advisor - Dental Practice Specialty... ...build long-term wealth. Our clients include dentists,... ...What You’ll Do Serve as the trusted tax advisor for a portfolio... ..., equipment purchases, real estate, multi-state matters, and business...SeniorFull timeRemote workFlexible hours$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a... ...lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax... ...trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating...SeniorSeasonal workFlexible hours- DescriptionThe Senior Structural Engineer will lead structural design project teams to create... ...to budget constraints, design factors or client needs.Lead structural design of projects... ...or calculations for public and private clients.Prepare and present technical reports...SeniorPrivate clientFor contractorsWork at office
$132.7k - $303.2k
...by side with a range of clients from our most venerable... ..., Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...providing dedicated tax technical services to... ...completed. Serve as a trusted advisor and role model across...SeniorWork experience placementSummer holidayFlexible hours- DescriptionBurns & McDonnell is seeking to hire a Senior Mechanical Engineer to support our Power... ...to budget constraints, design factors or client needs.Job Duties:Lead mechanical design... ...support services for both public and private clients. Prepare and present technical...SeniorPrivate clientFor contractorsWork at office
- H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Saint Louis, MO. In-office role delivering expert tax preparation for individuals and businesses, with client-focused guidance and opportunities to grow tax expertise. You will interview clients to understand...SeniorHourly payWork at office
$77k - $214k
...Opportunity As a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing... ...tax advice and solutions to clients in complex and niche areas of taxation... ...to establish a secure and trusted workplace for all. Applications...SeniorFull timeH1b- ...Our client is a well-established (four decades) Nationally Recognized Fee-Only Registered Investment Advisor Firm who are performing a select search for a talented Tax Senior (HNW expert) to join their team on a Flex-Hybrid Schedule (see hours below) at their St Louis...SeniorTemporary workWork at officeFlexible hours
- ...Group/ Family Office UHNW clients - highest client level... ...St. Louis RIA seeks Estate Planning Attorney to... ...Educate and mentor internal advisors on complex estate... ..., including Partners, Senior Tax Advisors, Family... ...BDITs, SLATs, grantor trust, and estate tax issues...Work at officeRelocation package
$120k - $155k
...Job Description Description: Senior Renewable Energy Project... ...Environment practice through client relationship development and... ...engineering services to public and private sector clients across... ...experience. Dedicated to fostering trusting relationships through...SeniorPrivate clientLocal areaRemote workFlexible hours- ...future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the... ...to join our Finance department. The Senior Accountant supports management, as needed... ...revenue related activities Research sales tax laws and regulations as needed Communicate...SeniorFull timeContract workWork at officeRemote workFlexible hours3 days per week
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
- ...Senior Tax Accountant The Senior Tax Accountant is responsible for supporting domestic and international tax compliance, tax provision activities, and tax-related reporting requirements. This role plays a key part in preparing and reviewing tax filings, supporting...Senior
- ...rapidly growing RIA to help them add a Senior Wealth Advisor in St. Louis, MO. This is a unique... ...ability to successfully take over existing client relationships. The ideal candidate... ...client experience while serving as a trusted long-term advisor. Qualifications...Senior
- ...solving skills to serve our growing list of clients. Keys attributes of a successful... ...interact with your client to establish a trusted relationship We provide full-service... .... This position requires that you have a private place to work. Candidates in any US location...SeniorFull timeRemote work
$95k - $115k
...The Tax Senior Accountant will be primarily responsible for international tax compliance and tax provision with an emphasis on U.S. international tax compliance and supporting workpapers, ASC 740 computations and supporting workpapers, and international return to provision...SeniorWork at office- ...advisory group (Accounting Today, 2025). We add value for our clients by providing forward-thinking, effective and timely services and... ...the Honkamp team. A Typical Day in the Life: As a senior tax associate, you will prepare and review tax returns for a diverse...SeniorSummer workFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...Net Worth and Ultra High Net Worth clients. This leader will partner closely with... ...with relationship managers, financial advisors, trust officers, and other specialists to...SeniorFull timeWork experience placementWork at office
- ...Colibri Group is looking for a talented Senior Accounting Analyst to enhance ecosystem reporting... ...exemplify Colibri's Core Values: Love, Trust, Joy, Boldness and Teamwork. About... ...thrive throughout their careers in real estate, financial services, teacher education, healthcare...SeniorWork at officeLocal area
- ...Responsibilities Kforce's client, a growing public accounting firm in Fairview Heights... ...seeking an organized, detail-oriented Senior Tax Accountant to provide tax compliance... ..., corporations, partnerships, estates, and trusts Provide tax compliance and consulting...SeniorHourly payContract workWork at officeLocal area3 days per week
- ...Practice at Highspring Highspring has been engaged with a trusted Private Equity client, and they are in search of an Interim Chief Financial Officer... ...culture. Qualifications Proven experience as CFO or senior finance leader in PE‑backed mid‑market Manufacturing company...Private clientContract workInterim role
$72k - $184.44k
...a Digital Assurance & Transparency - IT Audit Senior Associate, you will focus on providing assurance services over clients' digital environments, including processes and... ...help organizations and their stakeholders build trust in their technology while complying with...SeniorFull timeH1b- ...strives for a culture that puts its clients and associates first: a... ...Analyst supports Stifel’s Real Estate Investment Banking Group, which... ...to Real Estate Investment Trusts (REITs) and Real Estate Operating... ...offering memorandums for public or private financings, drafting client...Private clientLocal area
- ...national law firm is seeking an experienced attorney specializing in real estate transactions in St. Louis. The candidate will support complex transactions, manage processes, and work closely with senior attorneys. This role requires 3 to 6 years of broad real estate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Tax Advisor - Estates & Trusts. Be the first to apply!
Related searches
- inside customer service representative Saint Louis, MO
- customer service rep remote Saint Louis, MO
- airport customer service agent Saint Louis, MO
- bilingual customer support specialist Saint Louis, MO
- lead customer service representative Saint Louis, MO
- client experience specialist Saint Louis, MO
- customer service associate Saint Louis, MO
- customer success specialist Saint Louis, MO
- virtual customer service advisor Saint Louis, MO
- hospital customer service representative Saint Louis, MO




