Estate & Gift Tax Manager for UHNW Clients
Crowe-Global
Crowe-Global is seeking a Tax Manager to join the IronSpire Group. This role requires expertise in estate, gift, and trust taxation, focusing on high-net-worth clients. You will manage multiple projects while ensuring exceptional client service and compliance with Crowe’s quality standards. The ideal candidate has a CPA or JD and at least 5 years of relevant experience. Join Crowe and shape the future of our industry while benefiting from a comprehensive rewards package. #J-18808-Ljbffr Crowe-Global
$84.5k - $201k
...our DNA across our audit, tax, and consulting groups.... ...entities, and investment and estate planning vehicles. Our... ...challenges.We are seeking a Tax Manager with deep expertise in estate, gift, and trust tax planning... ...a key role in advising clients, managing sophisticated...SuggestedWork at officeLocal areaWorldwide$130k - $173k
...Job Description Job Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office locations throughout the region... ..., Gift & Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact opportunity...SuggestedPrivate practiceWork at officeRemote workFlexible hours- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national... ...Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families...SuggestedPrivate practiceWork at officeRemote workFlexible hours
- A leading financial advisory firm is seeking a Tax Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing engagements, supervising associates, and ensuring compliance with tax regulations....Suggested
$112k - $150k
Private Client Services at BDO is a boutique practice within our... ...people with complicated tax and financial structures. The... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...insurance planning. A Tax Manager, Private Client Services is...SuggestedPrivate practiceWork at office$136k - $165k
Job Summary Private Client Services at BDO is a boutique practice... ...people with complicated tax and financial structures. The... ...experienced in all aspects of estate, income, gift, and trust tax consulting... ...planning. A Tax Experienced Manager, Private Client Services is...Private practiceWork at office$95k - $160k
This Founders & Tech Executive Tax Supervisor role will be based... ...relationships with clients. Remotely anywhere within the... ...worth individual, fiduciary, gift and estate and other tax returns, ensuring... ...Serving as a trusted advisor, managing client relationships through...Local areaRemote work$120k - $190k
...Description Job Description Tax Manager We are a midsize CPA firm... ...and Ultra High Net Worth clients. Most of our clients have... ...experience working with HNW/UHNW clients who have incomes... ...profit foundations, and a lot gift, trust, and estate work. Tax Managers and up...Ongoing contractLocal areaRemote workFlexible hours$106.25k - $125k
...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We... ...an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$180k - $230k
...is dedicated to bringing our clients much needed services not offered... ...do include traditional Tax, Auditing, and Advisory. This... ...practice is looking for Senior Tax Managers with 7+ years of experience serving... ...industries. Experience with estate planning implementation...Local areaRemote work3 days per week$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...Work at office$102.3k - $150k
A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients...$136k - $165k
A leading accounting firm is seeking a Tax Experienced Manager for its Private Client Services. This role requires managing tax engagements and providing compliance services to high net-worth clients. Candidates should have at least six years of experience in accounting...Work at office- EY is seeking a Seasonal Tax Manager in Private Client Services to handle tax projects for high-growth private companies and their owners. This role offers the flexibility of remote work within the United States. The ideal candidate will have a valid US CPA or bar license...Remote jobSeasonal work
$91.22k - $172.95k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions... ...careers to Baker Tilly. Join Baker Tilly in a Tax Manager role with our Private Client Services/Private Wealth team...Local area- ...associates and seniors. Prepare and review tax returns for individuals, partnerships,... ...and maintain impactful relationships with clients and with firm leadership. Develop and... ...advisory firms in the industry. Flexibility to manage your days in support of a commitment to...Local area
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for its Private Client Services team. This role, which can be performed remotely within the United States, involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals...Remote jobHourly paySeasonal work$98.5k - $160k
...industries,mente" per target. Aprio ensures clients are prepared for wherever life or... ...big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their... ...progressive, fast-growing firm looking for a Tax Manager - Private Client Services to join their...Full timeWork at officeLocal areaRemote workFlexible hours$146k - $200k
A national tax consulting firm is seeking a Senior Manager in Core Tax Services to advise clients on tax implications and compliance strategies. This role will oversee tax processes, manage client relationships, and supervise junior staff. Candidates should possess a Bachelor...$98.5k - $160k
A nationally ranked CPA and advisory firm is looking for a Tax Manager in Private Client Services. You will manage a team of tax professionals, develop tax strategies, and provide consulting on tax-related issues. The ideal candidate will have a Bachelor's degree in Accounting...Remote jobFlexible hours$128k - $157k
Novogradac & Company LLP, located in San Francisco, is seeking a Tax Manager to manage tax assignments and supervise staff. Candidates... ...years of public accounting experience. Responsibilities include client engagement management, staff mentorship, and enhancing client...Flexible hours$116.2k - $212.9k
...working side by side with a range of clients from our most venerable institutions... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose... ...our dynamic FSO team! Handling tax in such a large, sophisticated...Summer holidayFlexible hours- A leading tax advisory firm in San Francisco is seeking an Experienced Manager for Core Tax Services. This role focuses on advising clients regarding tax implications, ensuring compliance and tax efficiency, and managing client relationships. Candidates should have 6+ years...
- A leading accounting and advisory firm in San Francisco is seeking a Tax Consultant. The role involves supervising associates, preparing tax returns, and building relationships with clients. Ideal candidates will have a Bachelor’s Degree in Accounting and over 4 years...
$103.6k - $189.9k
...build a better working world. Tax - Global Compliance & Reporting Insurance... ...side by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our...Full timeSummer holidayLocal areaFlexible hours$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Work at office- EY is seeking a Real Estate Tax Senior Manager in California to lead a variety of tax planning projects and provide critical tax advice to a diverse... ...include analyzing complex tax operations, building client relationships, and supervising a team to ensure success in...
$220k
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San Francisco... ...looking for a Senior Tax Manager with a clear path to... ...standing reputation and a client base built over decades of... ...trusts, partnerships, real estate, multi-entity structures....$150k - $225k
High Net Worth Tax Senior Manager San Francisco, CA Looking to work at a firm that encourages a work... ...amount of tax consulting to help our clients plan and reduce tax liabilities. The... ...time: Reviewing individual, fiduciary, gift and business tax returns prepared by staff...- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in... ...growing along with us? Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing on the Bay...Full timeLocal areaWorldwide
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