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
$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 - $135k
...ranked accounting, tax, and advisory firm... ...real value to our clients.Our mission is to... ...are seeking a Tax Manager or Director to join our growing Private Client Services practice... ...tax compliance, planning, and consulting... ..., trusts, estates, and gift tax returns.Provide...Private clientFull timePrivate practiceLocal area3 days per week$150k - $185k
...premier accounting, tax, and advisory... ...sophisticated tax planning, compliance, and consulting... ...excellence, client service, professional... ..., trust, estate, gift, and related entity... ...including hedge fund and private equity... ...with fund CFOs and management companies regarding...Private clientLocal areaFlexible hours- ...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....SuggestedWork 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
$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$100.35k - $205k
...and creative federal tax professional with... ...experience serving real estate owners, operators, and investment managers? Do you bring... ...advise sophisticated clients, develop creative... ...REITs, real estate private equity funds, joint... ...and range from tax planning to tax compliance,...Work at officeLocal areaVisa sponsorship2 days per week3 days per week- ...Description Senior Tax Manager - (US - Rockville, MD,... ...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 timeWork at officeLocal areaFlexible hours
$125k - $191k
...Profile Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private... ...provides federal tax compliance and planning services to high-net-worth individual... ...business, investment partnerships, estates, and trusts Additionally, the following...Private clientFlexible hours$190k - $225k
...premier accounting, tax, and advisory... ...sophisticated tax planning, compliance, and consulting... ...excellence, client service, professional... ..., trust, estate, gift, and related entity... ...including hedge fund and private equity... ...with fund CFOs and management companies regarding...Private clientLocal areaFlexible hours$121k
...building long-term relationships with diverse and dynamic clients If so we invite you to explore our Tax Manager opportunity on ourPrivate Client Services team.... ...but not limited to: Manage Tax engagements by planning scheduling monitoring and reviewing compliance...Private clientFull timeTemporary workWork experience placementLive inWork at officeLocal areaFlexible hours- ...Business Function DBS’ Private Banking offers a one-stop, full-service... ...vehicles to cater to each client’s needs. Coupled with... ...timely and extensive wealth management, investment and financial solutions... ...through financial needs analysis / planning and provide appropriate...Private clientFull timeOverseas
$113.4k - $169.4k
Tax Manager - Real Estate Department: Tax Employment Type: Full Time Location: United States Reporting To: Anna Baker... ...Estate is responsible for leading tax compliance, planning, and consulting engagements for clients in the real estate sector. This role requires deep...Full timeWork at officeLocal areaRemote workFlexible hours- ...About the Role Our client is seeking a Tax Manager to join their growing tax team. This position... ...senior team members Assist with tax planning and identifying potential tax-... ...-worth individual taxation Real estate or private equity tax experience Experience...Full timeLocal area
$125k - $145k
...with a well-established, privately owned real estate organization is seeking a Tax Manager to join its corporate... ...trust compliance, tax planning, and transaction... ...worth, trust, estate, or gift taxation is highly desirable... ...place with our clients. Depending on the specific...Temporary workLocal areaImmediate start$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$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 Partner – PCS / Private Client Services Level: Partner Practice: Private Client Services (PCS)... ...and business owners on complex tax planning and compliance Provide strategic... ...guidance across individual, trust, estate, gift and closely held business tax matters...Private clientFull timePrivate practice
$100.35k - $205k
...you a trusted tax leader who enjoys... ..., building client relationships,... ...individuals, trusts, estates, family offices... ...’s growing Private Wealth practice... ...’ll DoAs a Tax Manager in our Private... ...corporation, estate, and gift engagements.... ...identify tax planning opportunities...Private practiceWork at officeLocal areaVisa sponsorship$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$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$135k - $225k
...Position Description: Tax Manager / Senior Tax Manager – CPA/EA At Hunt Jackson, we have... ...instrumental member of our tax team, working with clients across a broad and diverse range of... ...contact, delivering strategic tax planning and compliance solutions. - Provide support...Casual workWork at officeLocal areaRemote 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
$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$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
$85k
...Tax Supervisor For over 100 years, Grossberg Company... ...services to the real estate industry. Grossberg... ...reputation of unparalleled client satisfaction. At the... ...business operations, tax planning strategies and their... ...Engagement / Client Management Serve as the engagement...Full timeCasual workWork at officeFlexible hours2 days per week
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