Senior Private Client Tax Manager - Estate & Trust
BDO USA, LLP
BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities include managing engagements, coordinating with clients and advisors, reviewing returns, and guiding staff while contributing to business development. #J-18808-Ljbffr BDO USA, LLP
$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...returns prepares by tax staff and/or seniors for accuracy Researching and drafting...Private clientFull timeWork at officeLocal areaRemote work- ...Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay... ...taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with... ...schedule Clear path to Senior Manager / leadership roles...Private clientPrivate practiceWork at officeRemote workFlexible hours
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting... ...services to business clients with pass through entities... ...returns, which may include estates, trusts and charitable... ...and/or public accounting, private industry accounting or consulting...SeniorPrivate clientWork at office
$135k - $230k
...Job Description:Withum’s Tax Services Group is made up... ...well as International and Private Client services. This Tax Senior Manager role will be based out of... ..., fiduciary, gift and estate and other tax returns, ensuring... ...executivesServing as a trusted advisor, managing client...SeniorPrivate clientFull timeLocal area$173k - $231.87k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area!... ...serveYou can see yourself as a trusted business advisor, working face...SeniorFull timeLocal areaWorldwide$200k - $235k
...Plus! Job Description: Withum’s Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. This Corporate Tax Senior Manager - Provisions will be based out of... ...and culture, built on integrity, trust and transparency, give us the...SeniorPrivate clientWork at officeLocal area$133.1k - $295.67k
...one of the worlds top tax firms. Enjoy a... ...helping high-profile clients understand, analyze,... ...multinational global private equity real estate investments, including... ...process and other risk management activities; lead teams... ...Responsibilities for Senior Manager: Manage risk...SeniorFull timeLocal area- BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves advising family offices and managing sophisticated planning strategies while working with two partners...SeniorPrivate clientPrivate practice
- ...the United States seeks a Senior Associate (8th-year class or... ...Income Partner to join its Private Clients, Trusts & Estates practice. The role supports... ...matters, with opportunities to manage matters and develop client... ...-skipping transfer taxes. #J-18808-Ljbffr ArentFox...SeniorPrivate clientPrivate practice
- ...Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco,... ...advising family offices, and managing sophisticated planning... ...research and projection of tax implications of planning techniques...SeniorPrivate clientPrivate practiceFlexible hoursShift work
$135k - $250k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...tax, R&D Tax Credit, as well as International and Private Client services This Senior Manager role will be based out of our any of our California,...SeniorPrivate clientFull timeWork at officeLocal area$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...SeniorPrivate clientWork at office$163.6k - $245.4k
...Location: San Francisco, California, United StatesSalary: $163,600.00 - $245,400.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key...SeniorPrivate clientFull timeTemporary workWork at office$350k
...ArentFox Schiff is seeking a Senior Associate (8th-year class... ...Income Partner to join its Private Clients, Trusts & Estates practice. This position is... ...take charge and independently manage other matters. This... ...research and projection of tax implications of planning techniques...SeniorPrivate clientPrivate practiceWork at officeFlexible hoursShift work- ...pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that... ...& Client Advocacy • Act as a trusted advisor and advocate for clients, providing... .... • Provide regular updates to senior leadership on client retention, new...SeniorPrivate clientWork at officeLocal areaWorldwide
$126.1k - $253k
...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their... ...operations. As a Tax Senior Manager for RSM you will...SeniorPrivate clientFull timeWork experience placementInternshipLocal area$141k - $290k
...pursue their ambitions. Position Profile A Commercial Tax Senior Manager provides federal tax compliance and consulting services... ...on consolidated corporations, multi-state businesses, private equity backed clients, large businesses and partnerships Possess technical knowledge...SeniorPrivate clientFlexible hours- ...remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff. The...SeniorRemote job
- ...any country where we have a legal entity.Your future teamThe Trust Engagement team is a globally distributed team of security & compliance... ...and motivated people to help us meet our goals. As a Senior Manager, you will drive the growth and expansion of how we earn and maintain...SeniorWork at officeLocal area
$147.4k - $336.8k
...There isn’t an average day for a Real Estate Tax Senior Manager - you’ll spend your time on a variety... ...of tax planning projects for a diverse client base, providing up‑to‑minute tax advice... ...trends to maintain credibility as a trusted advisor. Building client relationships...SeniorWork at officeFlexible hours$132.7k - $303.2k
...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...professionals providing dedicated tax technical services to both...SeniorWork experience placementSummer holidayFlexible hours- Flagstar Bank is seeking a Private Client Office Relationship Director, SVP in San Francisco to drive business development with high net... ...individuals and businesses. The role focuses on onboarding and managing relationships to maximize satisfaction and referrals, with...SeniorPrivate clientWork at office
- ...Trusts And Estates Associate Buchalter is seeking a... ...opportunity for a senior level associate or... ...worth individuals, private foundations and family... ...Advise clients on multi-generational... ...wealth planning and tax optimization strategies... ...advisors to manage large-scale planning...Private client
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...such as audit, tax compliance, and... ...team helps our clients design and... ...like wealth management, compliance, cash... ...in the future.As a Senior Manager, you'll work... ...stakeholders to build trust.Uphold the firm's...SeniorFull timeH1b- EisnerAmper is looking for a Tax Director for their Private Client Services practice in San Francisco. This role involves overseeing the tax return process, reviewing projections, and mentoring staff accountants while providing exceptional tax services to private clients...SeniorPrivate clientPrivate practice
$100.35k - $205k
...creative federal tax professional... ...experience serving real estate owners and... ...Investment Trust qualification rules... ...to serve clients? If you answered... ...practice as a Tax Manager. What You’ll Do... ..., Real Estate Private Equity Funds, and... ...employees to senior leaders, we believe...Work at officeLocal areaWorldwide2 days per week3 days per week$151k - $189k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-... ...ones "I can succeed as a Private Client Relationship Manager." As the Private Client Relationship... ...and influential, instilling trust through self-confident interactions...Private clientFull timeTemporary workPrivate practiceLocal areaFlexible hours- ...Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered.... ...multi-state tax returns for individuals, trusts, estates, and pass-through entities Review... ...via phone or email directly to clients Research Federal, state, and cross...SeniorWork at office
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will... ...worth client relationships by earning their trust, comprehensively understanding their...Private clientTemporary workWork at officeImmediate start- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance... ...projects for a diverse portfolio of clients (e.g., UHNW individuals, Partnerships... ...returns (C-Corps, S-Corps, Partnerships, Trusts, and Estates). Tax Planning: Develop...Senior
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