UHNW Tax Specialist: Trusts & Estates
Abacus Group
Abacus Group is seeking a Tax Preparer for its Manhattan, NY office to service ultra-high-net-worth individuals and related entities, including trusts and estates. You will prepare federal, state, and local returns and coordinate with attorneys and investment managers. The ideal candidate has a CPA, a bachelor’s degree in accounting, 4+ years of tax experience, strong communication, and analytical skills, and you will handle FBAR/FATCA reporting, gift and estate tax returns, and proactive tax #J-18808-Ljbffr Abacus Group
$230k - $400k
...Tax, Trusts & Estates Associate Locations: Wilmington, DE; Miami, FL; Boca Raton, FL; Palm Beach, FL; Baltimore, MD; Hackensack, NJ; New York City, NY; or Washington, D.C. (Hybrid) Experience: 3+ years Practice Area: Tax, Trusts & Estates Salary: $230,000–...Suggested$99k - $110k
...financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver... ...Prepare tax returns for ultra-high-net-worth individuals, trusts and businesses Create quarterly estimates and projections...SuggestedTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours- ...multi-family office is seeking a Senior Tax Associate to join its tax team. This is... ...worth families, with a strong emphasis on trusts and estates. Responsibilities Prepare and... ...office environment, directly supporting UHNW families rather than a high volume of anonymous...SuggestedFull timeWork at office
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are you... ...with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading...SuggestedImmediate startRemote workRelocation- Senior Fiduciary Tax Manager, Private Banking - Trust & Fiduciary Services / Personal Trust Location: New York, NY, US, 10001 Brand: HSBC Area of Interest... ...end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles- strengthening...Suggested
$110k - $160k
...Grassi is a leading provider of advisory, tax, and accounting services across key sectors... ...distribution, financial services, real estate, and more. Several publications have ranked... ...Job Summary We are currently seeking a Trust & Estate Tax Manager to join our team in...Full timeSummer workWork at officeLocal areaRemote workFlexible hours- ...& Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary guidance. You will work within...
- ...Trust Accountant A confidential, established family office is seeking an experienced Trust Accountant to join its accounting team in... ...York City. This is a hands-on opportunity for an accounting and tax professional with strong trust taxation and private-client experience...Full timePrivate practiceWork at officeLocal area
- ...Search are working with a with mid-size law firm seeking to expand their Trusts & Estates practice in NY. The firm is seeking an attorney with a minimum of three years experience across T&E tax matters, administration and planning both internationally and domestically...Full timePrivate practiceWork at office
- Baker Tilly is seeking a Tax Director in Estate, Gift & Trust within the National Tax group. The role requires you to act as a firmwide technical resource, manage complex matters, and guide clients through sophisticated planning and compliance challenges. You will lead...Work at office
$120k - $140k
..., Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals... ...financial planning, tax advisory, estate planning, and family office... ...financial advisors, estate planning specialists, and client service teams to help high...For contractorsWork at officeLocal areaFlexible hours- First American is seeking a reconciliation specialist to establish, build, and maintain relationships with Trust Accounting clients. You will provide full-service reconciliation from routine to complex levels of escrow and title partners, focusing on resolving issues and...Work at office
$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Local area$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Local area$33.45 - $40.47 per hour
...dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or... ...Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve... ...—behind you is a team of bookkeeping specialists who support core accounting functions like...Local area- ...planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful candidate... ...translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope. #J-18808-...
$98k
...TITLE: Trust Accountant REQUIREMENTS: Master's Degree or equivalent in Accounting. JOB DUTIES: Maintain accurate records: Keep detailed records of all trust transactions, including receipts, payments, and distributions. Ensure compliance: ensure that all trust activities...Full time$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing... ...and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys sophisticated, relationship...Immediate startRemote workFlexible hours$150k - $200k
...accounting to analyze financial information and prepare income, estate and gift tax returns. Essential Duties and Responsibilities include the... ...and state fiduciary income tax returns; Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial...$65k - $72.5k
...looking for someone who: Has hands-on experience with a range of tax returns, from simple to complex, across individual, corporate,... ...traditional services such as accounting services, auditing, tax, and estate planning to large and small clients across a variety of...Seasonal workLive inLocal areaRemote workRelocation packageMonday to FridayFlexible hours$200k - $260k
...worth clients on sophisticated tax planning strategies while... ...financial planning, tax advisory, estate planning, and family office services... ...high-net-worth individuals, trusts, partnerships, closely held... ...advisors, planners, and specialists in a collaborative environment...Work at officeLocal areaFlexible hours- ...Head of Tax About the Company A discreet family office serving high-net-worth individuals, families, foundations, and trusts. Industry Financial Services Type Privately Held... ...lead the implementation of trust and estate planning transactions, as well as to...Work at office
$148.75k
A Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts. Summary: You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This position...- ...Job Description Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid This is an opportunity for a seasoned Trust & Estate professional to take on a meaningful leadership role while continuing to work directly with sophisticated...Work at office3 days per week
- ...Tax Director – Trust & Estate Location: New York, NY or Woodcliff, NJ | Hybrid Responsibilities Advise high-net-worth individuals, families, trustees, and executors on complex Trust & Estate matters. Provide estate, gift, trust, and wealth transfer planning...Work at officeLocal area3 days per week
$115k - $165k
...Job Description Job Description Legal Financial Operations & Trust Accounting Specialist Company: HireNow Staffing (Direct Placement Partner) HireNow Snapshot HireNow Staffing is actively recruiting a Legal Financial Operations & Trust Accounting Specialist to...Full timeWork at officeRemote workVisa sponsorship- ...TurboTax location in the United States, delivering full-service tax return preparation and personalized tax guidance for clients, in coordination with a broader team of specialists. You will act as a trusted advisor, help grow the local TurboTax client base, and provide...Local area
- ...is a public accounting firm. They seek a Tax Preparer to join their Manhattan, NY... ...state, and local income tax returns for UHNW individuals (Form 1040) and related entities... ...1) for grantor, complex, and charitable trusts and estates Compile federal and state gift tax...Work at officeLocal area
$55k - $75k
Pathstone is seeking a Tax Associate in New York to provide timely and accurate tax services for clients. You will handle tax projections and returns, conduct research, and prepare materials for client meetings. The ideal candidate holds a Bachelor's in accounting, has...Work at office$55k - $75k
Prestige Accounting & Consulting in the United States is seeking an Accountant to work directly with law firm clients, manage financial operations, and ensure compliance with IOLTA rules. You will perform reconciliations, prepare monthly statements, help with budgets and...Full time
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