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
...Tax Manager For over 100 years, Grossberg Company LLP... ...services to the real estate industry. Grossberg Company... ...of unparalleled client satisfaction. At the heart... ...operations, tax planning strategies and their long... ...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$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting... ...provides federal tax compliance and planning services to high-net-worth individual... ...business, investment partnerships, estates, and trusts Additionally, the...Private clientFlexible hours- ...Expand revenue of existing clients Responsible for short-term and long-term business planning; identify business opportunities... ...to their individual practice Manager practice effectively meeting billing... ...and expertise in accounting, tax, advisory, benefits, insurance,...SuggestedTemporary work
- ...Tax Manager - Partnerships - Washington, DC Who: A CPA-certified... ...What: Manages complex client tax compliance, identifies planning opportunities, leads... ...such as manufacturing, real estate and construction, and... ...returns, providing estate, gift, and trust planning support...SuggestedFull timeWork at officeImmediate start
$106.5k - $267.5k
A leading tax consulting firm in Washington, D.C. seeks a Senior Tax Manager to oversee client service teams and manage complex tax projects. The ideal candidate will have a... ...- $267,500 per year with benefits including health and retirement plans. #J-18808-Ljbffr Crowe$100.06k - $162.1k
...Advisory services to our clients for over 75 years. We are seeking a Tax Manager to support our... ...issues, and recognize tax planning opportunities. Candidates... ...as manufacturing, real estate and construction, and professional... ...with estate, gift and trust tax planning and...Work experience placementLocal area- AMT is seeking a Client Development Manager with 6-10 years of AEC-focused business development experience... ...advancement in targeted public- and private‑sector markets throughout the DMV... ...in AMT’s 100% Employee Stock Ownership Plan (ESOP). Responsibilities Own and drive...Private clientTemporary workWork at office
$99k - $266k
...Sector Asset and Wealth Management Specialism Industry Tax Practice Management... ...opportunity to help our clients meet their tax obligations... ...performance * Oversee successful planning, budgeting, and execution... ...tax compliance for Real Estate Trusts * Knowledge of...H1bLocal areaOverseas$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to help our clients meet their tax obligations... ...Oversee successful planning, budgeting, and execution... ...tax compliance for Real Estate Trusts Knowledge of...Full timeH1bLocal areaOverseas$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting... ...at Weaver helps clients manage and preserve their... ...is not limited to tax planning and preparation, entity... ...worth individuals, trusts, estates, and closely-held...Private clientWork at officeFlexible hours- ...Jewish Community Foundation’s fundraising initiatives. The successful candidate will implement strategic plans to increase donor relationships, manage complex gifts, and collaborate with high-net-worth individuals while upholding compliance with charitable regulations....
$147.4k - $336.8k
...Country The opportunity Our tax function is constantly... ...t an average day for a Real Estate Tax Senior Manager - so you're likely to spend... ...your time on a variety of tax planning projects, responsibilities and tasks for a diverse client base. Whatever you're working...Summer holidayFlexible hours$147.4k - $336.8k
Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in Washington, DC. This role involves leading diverse tax planning projects, providing reliable tax advice, and supervising a motivated team. Candidates should have a Bachelor's degree in Accounting or Finance...$130k - $190k
...SR Staffing is partnering with a mid-size CPA firm to hire a High Net Worth Tax Manager. The role involves leading complex tax engagements and advising high-net-worth clients on tax planning strategies while collaborating with other professionals. Ideal candidates...Remote work- ...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
$127.7k - $269.3k
...Senior Tax Manager Your journey at Crowe starts here: At Crowe, you can build... ...professional who thrives on leading multiple client service teams, managing complex... ..., analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated...Remote work- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...environment. The firm serves a diverse client base and is seeking a Tax Manager (CPA)... ...worth individuals. Provide strategic tax planning and compliance services, identifying opportunities...Full timeRemote workFlexible hours
$85k - $150k
...Tax Manager - High Net-Worth Individuals REMOTE $85,000-$150,000 (Based on Experience... ...you're passionate about tax strategy, client advisory, and mentoring a team - WE WANT... ...Advise on tax-saving strategies and planning opportunities. IRS & State Response...Local areaRemote workFlexible hoursShift work$106.5k - $267.5k
...seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team.... ...professional who thrives on leading multiple client service teams, managing complex... ..., analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated...Local area$73.5k - $212.28k
...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions. In private tax at PwC, you will focus on... ...member's unique strengths, and managing performance to deliver on...Full timeH1bWork at officeRemote work$91k - $321.5k
...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions. In private tax at PwC, you will focus on... ...the owners of PwC. As a Senior Manager you are expected to lead...Full timeH1bRemote work- ...Overview The Senior Gifts Officer plays a key role in advancing... ...s (NSV) development goals by managing a portfolio of major donors... ...on engaging and cultivating planned giving prospects and... ...respect, including colleagues, clients, and vendors - Nurtures our...Work at officeRemote workWeekend workAfternoon shift
$147.4k - $336.8k
...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...FSO team! Handling tax in such a large, sophisticated... ...time on a variety of tax planning projects, responsibilities...Full timeSummer holidayFlexible hours$110k - $175k
Tax Supervisor / Tax Manager $110,000 - $175,000 per year | Rockville, MD | On‑Site... ...comprehensive services including tax planning and preparation, investment... ..., retirement planning, and estate coordination. Our firm is... ...attention, and long‑term client relationships. We pride...Permanent employmentLocal area- BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate for its Washington, DC office. The successful candidate will focus on providing sophisticated estate planning services to high net worth clients and handling estate and trust administration. This...Private clientWork at office
- ...Manager, Exempt Organizations Tax Services Your journey at Crowe starts here: At... ...unique needs of tax-exempt clients. Our EO team is highly... ...healthcare, higher education, private foundations, trade... ...engagement process, including planning, execution, quality review...Remote work
$120k - $150k
...firm to find a high quality Tax Manager or Tax Senior Manager in the... ...local and regional business clients as well as high profile personal... ...variety of industries, mostly private LLCs, S-Corps, and C-Corps.... ...clients on multiple tax issues, planning, research and compliance...Temporary workLocal areaFlexible hours$99k - $266k
...Competency: Entrepreneurial & Private Business (EPB) - General... ...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...member's unique strengths, and managing performance to deliver on client...Full timeContract workH1b- ...established industry player is seeking a Senior U.S. Tax Senior Manager to elevate their career within a prestigious Big... ...team in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients in the Financial Services sector. You will play a...
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