Private Client Tax Manager - Estate & Gift Planning
BDO USA
A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required qualifications include a Bachelor’s degree in a relevant field, CPA certification, and five years of experience in accounting or finance. The position offers competitive salaries and opportunities for career development. #J-18808-Ljbffr BDO USA
$100k
...provider of accounting, tax and business... ...services to the real estate industry. Grossberg... ...reputation of unparalleled client satisfaction. At the... ...operations, tax planning strategies and their... ...LLP is seeking a Tax Manager to join its Estates & Gifts Team in North Bethesda...SuggestedFull timeCasual workWork at officeFlexible hours2 days per week$112k - $150k
...applicants JOB DESCRIPTION Private Client Services at BDO is a... ...people with complicated tax and financial structures... ...experienced in all aspects of estate, income, gift, and trust tax... ...retirement, and life insurance planning. Job Summary A Tax Manager, Private Client Services...Private clientFull timePrivate practiceWork at office$105.38k - $215.38k
...Summary Are you a tax professional who... ...tax compliance and planning, including complex matters involving gifts, trusts, or wealth... ...? If so, this Tax Manager opportunity within... ...needed.Build strong client relationships... ...worth individuals or private clients.Strong client...Private clientWork at officeLocal area$100k - $150k
...ranked accounting, tax, and advisory firm... ...real value to our clients.Our mission is to provide... ...an experienced Tax Manager to join our growing Private Client Services... ...providing tax compliance, planning, and consulting... ..., trusts, estates, and gift tax returns.Provide...Private clientFull timePrivate practiceLocal area3 days per week$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high... ...executives, lead sophisticated tax planning engagements, enjoy hybrid... ..., partnership, trust, estate, gift, and related entity tax... ...closely with fund CFOs and management companies regarding tax planning...Private clientLocal areaFlexible hours$105.38k - $215.38k
...Summary Are you a tax professional who... ...tax compliance and planning, including complex matters involving gifts, trusts, or wealth... ...? If so, this Tax Manager opportunity within... ...needed.Build strong client relationships... ...worth individuals or private clients.Strong client...Private clientWork at officeLocal area$120k - $170k
...are seeking a highly skilled and experienced Tax Manager with a focus on real estate and partnership taxation to join our team.... ...a critical role in managing tax compliance, planning, and strategy for our real estate clients as well as participate in the firm’s real estate...Local areaRemote work- ...Tax Manager This is an excellent opportunity to grow your leadership... .... We provide an excellent client experience and are looking... ...the construction, real estate, and financial services industries... ...individuals with estate, gift and trust tax planning, and compliance needs....Work at office
$150k - $200k
...Senior Tax Manager / Tax Director - Partner Track Salary: $150,... ...accounting firm with an established private-client practice, long-term client... ...- Leadership is actively planning for long-term succession and... ...-worth individuals, trusts, estates, and closely held businesses...Private clientPrivate practiceWork at office- ...Marketing /Full time /On-siteAMT is seeking a Client Development Manager with 6-10 years of AEC-focused... ...pursuit advancement in targeted public- and private-sector markets throughout the DMV... ...AMT’s 100% Employee Stock Ownership Plan (ESOP)Responsibilities• Own and drive...Private clientFull timeTemporary workWork at office
$125k - $191k
...Join to apply for the Tax Manager role at Weaver 2 weeks ago Be among the first... ...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large... ...Our scope of services includes tax planning and preparation, entity structuring...Private clientFull timeFlexible hours- ...Description Senior Tax Manager- (US- Rockville,... ...drive growth - for our clients, for ourselves and for... ...compliance issues, and tax planning opportunities. Work... ...offers the public and private sectors a varied... ...wellness provider to obtain gift cards and other...Full timeContract workWork at officeLocal areaRemote workFlexible hours
- ...Description Senior Tax Manager- (US- Rockville, Hybrid... ...growth – for our clients, for ourselves and for... ...compliance issues, and tax planning opportunities. Work... ...offers the public and private sectors a varied... ...wellness provider to obtain gift cards and other...Full timeContract workWork at officeLocal areaFlexible hours
- ...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... ...acquisitions and/or federal tax planning at a law firm or...Local area
$190k - $250k
...recognized accounting, tax, and advisory firm... ...and growing Private Client Services practice.... ...offices, trusts, estates, investment entities... ...businesses on complex tax planning and compliance... ..., trust, estate, gift, and closely held... ...across managers, seniors, and staff...Private clientPrivate practiceWork at officeLocal area3 days per week$113.4k - $169.4k
...Tax Manager - Real Estate Department: Tax Employment Type: Full Time Location: United States Reporting To: Anna Baker Compensation... ...is responsible for leading tax compliance, planning, and consulting engagements for clients in the real estate sector. This role requires...Full timeWork at officeLocal areaRemote workFlexible hours$130k - $155k
Job Title: Tax ManagerLocation: On-SiteSalary Range: $130,000 -... ...is seeking an experienced Tax Manager to join its growing tax leadership... ...face-to-face mentorship and client engagement. If you are a... ...individuals.Provide strategic tax planning and consulting directly to corporate...Work at officeLocal area$116.2k - $212.9k
...side with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...The International Tax and Transaction... ...corporate and private equity clients on all... ...entities on cross-border planning strategies,...Private clientPermanent employmentSummer holidayFlexible hours$83.92k - $125.88k
...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role.... ...affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills....Private clientFull timeWork at office$180k - $225k
...looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements... ...Serve as the primary contact for clients, managing all facets of their accounts Deliver tax planning, consulting, and compliance solutions...Private clientFull timeLocal areaFlexible hours$99k - $266k
...Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs... ...client accounts, focusing on strategic planning and mentoring junior staff. You are...H1bLocal area$125k - $150k
...Job Title: Senior Tax Accountant or Tax Manager Industry: Public... ...time off, retirement plan, professional development... ...the Company Our client is seeking a Senior Tax... ..., nonprofit, and gift tax returns. Prepare... ...Gift Tax (Form 709) ~ Estate tax Knowledge of...Full timeWork at officeLocal areaFlexible hours$120k - $160k
...Mid-Atlantic advisory firm - Tax Manager opening, hybrid with remote flexibility... ...and advisory firm serving clients across the Mid-Atlantic... ...zone Annual Bonus Healthcare plans and savings accounts 401(k)... ...Advise on tax matters facing privately held corporations, S corporations...Remote jobWork at officeLocal areaFlexible hours$82.4k - $155.7k
...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... ...handling questions, planning, concerns, etc. Develop...Private clientWork experience placementInternshipLocal area$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax advice that...Seasonal workFlexible hours- ...Review complex federal and multi-state tax returns, including 1040, 1120, 1120... ...Perform advanced tax research and planning for closely held businesses, high-... ..., trusts, and partnerships. Manage and maintain strong, long-term client relationships. Oversee tax engagements...Temporary workWork at office
$150k - $170k
...TAX MANAGER Referral Staffing, Inc. | Confidential Search Location... ...more than three decades, our client has built a reputation for delivering exceptional tax planning, compliance, and advisory... ...closely held businesses, real estate investors, and professional service...Full time- ...Director – Trust & Estate An independent mid-size public... ...of sophisticated technical planning, client relationship management, practice leadership, and... ...specialists to deliver customized tax planning strategies for... ...fiduciary, estate, gift, and generation-skipping transfer...Local areaVisa sponsorship
- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...The firm serves a diverse portfolio of clients across industries and is looking for a... ...worth individuals Provide strategic tax planning and compliance services , identifying opportunities...Full timeRemote workFlexible hours
- ...growing industries, Aprio ensures clients are prepared for wherever life... ...with Aprio. Join Aprio's Tax Team team and you will help clients... ...with clients to provide tax planning, consulting, and compliance... ...advice and solutions. Lead and manage a team of tax professionals,...Private clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
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