Trusts & Estates Tax Director - Lead Advisory for HNW Clients
Wright Staffing Source
A financial services firm in Las Vegas is seeking an experienced Tax Director to manage trust and estate tax compliance and advisory for high-net-worth clients. This role demands leadership and technical expertise in navigating complex tax laws and developing strategic planning solutions. Candidates must have a Bachelor's degree in Accounting or Finance, a CPA license, and 5-8 years of relevant experience in tax. Excellent communication and interpersonal skills are essential for building client relationships in this dynamic environment. #J-18808-Ljbffr Wright Staffing Source
- ...We are seeking an experienced Tax Director with a specialized focus on trusts and estates. This role requires a hands‑on professional... ...the ability to manage complex client relationships. The ideal... ...current regulations. Tax Planning and Advisory: Collaborate with clients to...High net worthLocal areaImmediate start
$120k - $160k
...area and is hiring a new Tax Manager due to their team... ...for individual tax returns advisory services for those clients owning S-Corps, C-Corps, Individuals... ...local business area and HNW accounts 1040, 1065, 1120-S... ...tax - construction, real estate, financial Mentor and...High net worthWork at officeLocal area$120k - $180k
...as a Fully Remote Construction Tax Manager This Jobot Job is... ...committed to transforming our clients' visions into reality. As a forward... ...in accounting, tax, and advisory services, we cater to the needs... ...client service. Establishes trust with both clients and team members...High net worthTemporary workSummer workLocal areaRemote workFlexible hours- ...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...with the global resources of the world's leading professional services firm, Marsh... ...our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures...High net worthLocal areaNight shift
- ...50 accounting & advisory firm that has been... ...! We serve clients of all sizes across... ...Summary: A Tax Manager works... ...businesses and trusts. Understand client... ...conclusions Lead tax engagements... ...of experience in HNW tax planning,... ...understanding of estate, gift, and trust...High net worthWork at officeLocal area
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...with the global resources of the world's leading professional services firm, Marsh... ...existing clients and conduct annual Client Advisory reviews to keep them engaged and informed...High net worthLocal areaNight shift
$72k - $90k
...seeking an experienced Tax Manager / Senior Tax Advisor... ...about helping clients make better financial decisions while leading tax engagements from start... ...boutique accounting and advisory firm located in the Arts... ...of individual, business, trust, and entity tax clients....Full timeWork at officeImmediate startMonday to FridayFlexible hours$150k - $230k
...Transaction Senior Manager , you will lead tax advisory services for mergers, acquisitions, divestitures... ...with partners, engagement teams, and clients. You will serve as a senior lead on... ...point of contact for clients, building trusted relationships and presenting complex...Work at office$180k - $275k
...of watching great estate plans stall after the... ...Wealth & Tax (“AP Wealth & Tax”)... ...planning decisions that clients understand Draft and... ...documents: revocable trusts, wills, financial POAs... ...internal tax and advisory teams (retirement distribution... ...mass affluent to HNW households Ability...High net worthFull timeWork at office- ...the questions that lead to innovation.... ...As a Flow‑Through Tax Senior, you will play... ...tax compliance and advisory services to partnerships... ...for a diverse client base ranging from middle... ...and serving as a trusted advisor. What you... ...clients in the Real-Estate, Crypto Currency,...High net worthSummer workLocal areaRemote workFlexible hours
- ...Environmental Practice Team Lead Primary Location US-AK-Anchorage ID... ...you looking to lead a highly technical and client-driven team of scientists and engineers looking... ...clients and winning new clients. Fostering trust-based relationships with clients,...Full timeWork at officeLocal areaRemote workRelocationRelocation package
$70k
...specialty apparel retailer, seeks a manager to lead store operations, oversee inventory, and... .... $100,000.00 yearly, Full-time. Tax Manager - Top Ranked National Firm + Life... ...tax preparation, compliance, and client advisory services. Easy Apply via Quick Apply button...Hourly payFull timePart timeFor contractorsImmediate start- ...About Our client is a full-service CPA firm that offers a wide range of accounting, tax, business advisory and consulting services with offices in Melbourne and Orlando. Their mission is to build a relationship with each client to understand their business and provide...Work at officeRemote work2 days per week
- ...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex...High net worthRemote jobFull time
- ...firm is seeking an experienced Remote Tax Supervisor to join its team. This opportunity... ...who enjoys working directly with clients, mentoring staff, and playing an active... ..., S corporations, corporations, and trusts and estates. In addition to compliance, you'll have...High net worthRemote job
$120k - $150k
...Income & Franchise Tax SALT Manager Las Vegas, Nevada, United... ...rapidly growing Top 50 accounting & advisory firm that has been repeatedly... ...a spot for you! We serve clients of all sizes across the United... ...and passthrough entities. Lead SALT consulting engagements...Work at officeLocal area- ...Internal Audit Lead Audit Manager Mission Support and Test Services, LLC (MSTS) manages... ...objectives. Engage with Senior Directors and functional leaders to assess risk areas... ...Office). Direct and/or lead management advisory or special reviews, such as internal management...Full timeContract workWork experience placementWork at officeLocal areaImmediate startRelocationRelocation packageFlexible hours
- ...Description Job Description Tax Senior– Remote | Public... ...comprehensive tax, advisory, and accounting services to a diverse client base. Known for its... ...Key Responsibilities: Lead and manage multiple tax... ...relationships, acting as a trusted advisor on tax-related matters...High net worthRemote jobFull timeFlexible hours
$140k - $190k
...serve nonprofit organizations with their audit and tax requirements. Over the past three decades, we’... ...with accounts. We’ve proudly served over 700 clients and continue to strengthen our position as one of the most trusted firms in the Houston area. Why join us?...Local areaRemote workWork from homeFlexible hours$175k - $205k
...Job Description KBF Advisory is built differently. By... ...technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory... ...designed to support our clients’ growth and expansion.... ...negotiated incentives Lead engagement workflow and manage...Work at officeLocal areaRemote workHome office2 days per week- ...Job Description Corporate Tax Manager We’re Growing! Our... ...making a meaningful impact for our clients. At our firm, we strive to... ..., and the ability to build trusted relationships with clients.... ...filings Provide tax planning and advisory services to corporate clients...Full timeLocal areaMonday to Friday
$85k - $125k
...flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns &... ...operation of our business. Build a growing book of profitable Private Client business Manage agency relationships and serve as lead client...WorldwideFlexible hours- ...Not every Tax Senior role offers the opportunity to work with sophisticated high-net-worth clients and receive mentorship from an experienced Private Client Services team. Our client is growing its Las Vegas practice and is looking for a Tax Senior who wants challenging...High net worth
$80k - $90k
...Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue... ...personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$140k - $150k
...Join a HireLevel client in a direct hire role as a Controller and... ..., they serve some of the most trusted brands and culinary teams across... ...Controller As a Controller, you will lead the company’s accounting,... ...help ensure compliance with tax, audit, and statutory requirements...Weekly payWork from homeMonday to Friday$67.5k - $125.8k
...health & benefits, retirement, and private client insurance solutions to organizations and... ...with the global resources of the world's leading professional services firm, Marsh... ...Negotiate with primarily multiple HNW insurance carriers to provide comprehensive...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift$142.18k - $205.36k
...the Area Chief of Staff is to lead, develop and manage associate... ...quality (safe, effective, patient/client centered, timely, efficient... ...veterinarian needs. Partner with the Director of Veterinary Quality and... ...experience. Establish trust and gain the confidence and compliance...Full timeTemporary workPart timeLocal areaFlexible hoursShift work$142.18k - $205.36k
...Area Chief of Staff is to lead, develop and manage... ...safe, effective, patient/client centered, timely,... ...needs. Partner with the Director of Veterinary Quality and... ...experience. Establish trust and gain the confidence... ...expenses by setting aside pre-tax money. It's a smart way...Full timeTemporary workPart timeLocal areaFlexible hoursShift work- ...To provide expert tax advice and services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, planning and advisory services and review of tax returns, and acting as an advocate for...Temporary workWork at officeRemote work
$64 - $78 per hour
...Enterprise Risk Management Senior/Lead JOB-10046881... ...Hire Employer Info Our client is a membership-based, nonprofit... ...risk tolerance. Serve as a trusted advisor to business units on risk... ...Acumen Decision Support & Advisory Skills Pay rate ~$64 -...Hourly payFull timeContract work
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