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$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for providing... ...consulting services to business clients with pass through entities... ...returns, which may include estates, trusts and charitable entities... ...and/or public accounting, private industry accounting or consulting...SeniorPrivate clientWork at office$173k - $231.87k
...Tax Senior Manager Focused on Real Estate Now that Moss Adams and Baker Tilly have been together (as Baker Tilly... ...services to middle market clients. You will work side-by-side with firm... ...serve You can see yourself as a trusted business advisor, working face-to-face...SeniorLocal 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
$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$200k - $235k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...tax, R&D Tax Credit, as well as International and Private Client services. This Corporate Tax Senior Manager - Provisions will be based out of our San Francisco...SeniorPrivate clientFull timeWork 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...SeniorLocal 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$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$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- Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining...
$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$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$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$90k - $110k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...doingAs a Client Service Manager, you will support Private Wealth relationship... ...requests, address changes, and tax reporting inquiries.... ...clients. Experience working with trust accounts preferred.Organized...Private clientFull timeRemote work- ...and expertise in accounting, tax, advisory, benefits, insurance... ...delivers actionable insights to help clients anticipate what is next and... ...certificationAbility to manage all aspects of client engagementsAbility... ...responsibility as client's trusted advisor, is relied upon for...Senior
- ...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
$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$112k - $150k
Job Summary:Private Client Services at BDO is a boutique... ...with complicated tax and financial structures... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...planning.A Tax Manager, Private Client... ...Supervises associates and senior associates on all...Private clientPrivate practiceWork at office$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...and guidance to clients on tax planning, compliance... ...tax positions.In private tax at PwC, you will focus... ...the owners of PwC. As a Senior Manager you are expected to... ...establish a secure and trusted workplace for all.Applications...SeniorFull timeH1bRemote work$85k - $270k
...Vice President and Trust Relationship Manager to drive the... ...platform. In this senior advisory role, you... ...intellectual partner to our Private Wealth Advisors,... ...sophisticated clients on our... ...accomplished Trust & Estates attorney or senior... ...which may include tax and estate...Private clientFull timeTemporary workPart timeWork at office- Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build... ...worth individuals, family offices, and trusted advisors, shaping go-to-market strategies...SeniorPrivate client
$150k - $210k
...industry You will have the flexibility to manage your days in support of our... ...responsible for: Review of international tax compliance forms and working with a... ...positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals...SeniorPrivate clientFull timeFixed term contractLocal area$125k - $175k
...San Francisco Bay AreaTax - Private Client Services (PCS) /Full-time /... ...lead to innovation. As an Tax Manager, you will be responsible for... ...and compliance for trusts, estates, partnerships, and closely... ...client.Develop and motivate tax seniors and associates by reviewing...Private clientPrice workFull timeSummer workWork at officeLocal areaImmediate startRemote workRelocationRelocation packageFlexible hours
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