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$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$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting... ...primary contact for complex questions. Understand tax planning concepts for various business entities and discuss tax...Private clientWork at office$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager for their Private Client Services team. This position is remote and focuses on high-net-worth... ...and families, requiring expertise in income tax planning and compliance. Candidates should possess a valid CPA license...Private clientRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager to support Private Client Services. This role involves reviewing complex tax returns and providing tax planning for high-net-worth individuals and families, all while working remotely from within the United States...Private clientRemote jobHourly paySeasonal work$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...clients, handling complex tax planning and compliance projects. Opportunity... ...trust income tax. Understanding of estate and wealth planning. Research and develop...Private clientHourly paySeasonal workRemote work$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager for their Private Client Services team. The role involves reviewing complex individual tax returns, providing tax planning for high-net-worth individuals, and managing partnership tax compliance. Candidates must...Private clientRemote jobHourly paySeasonal workFlexible hours$120 - $150 per hour
Ernst & Young Oman seeks a Seasonal Tax Senior Manager to join our Private Client Services team. In this role, you will review complex individual tax returns, and income tax planning for high-net-worth individuals and families, ensuring compliance and exceptional service...Private clientRemote jobHourly paySeasonal workFlexible hours$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...individual tax returns, income tax planning for high‑net‑worth individuals and families... ...tax A thorough understanding of estate and wealth planning Experience...Private clientHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...the most technically demanding tax planning and compliance projects around. You’... ...income tax A thorough understanding of estate and wealth planning Experience...Private clientHourly paySeasonal workRemote workFlexible hours- ...Job Description Tax Senior / Tax Manager – Family Office | Rockville... ...variety, high-touch client work, and the... ..., supporting complex planning, compliance, and analysis... ...planning. Assist with estate and trust tax matters... ...assist with private equity tax compliance...Private clientWork at officeImmediate startFlexible hours
$147.4k - $336.8k
.... ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International... ...focused on advising corporate and private equity clients on all aspects of their capital agenda... ...responsibilities, from technical planning and advising to global project...Private clientWork experience placementSummer holidayFlexible hours$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$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 firms real estate...Local areaRemote 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 professional... ..., providing estate, gift, and trust planning...Full timeWork at officeImmediate start
$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and... ...changes and helps to develop and execute the change management plan Gathers information necessary from the client to execute...Private clientWork at office- 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$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...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...$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- ...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....
- BDO USA is seeking a Tax Manager for its Private Client & Family Office Services located in Potomac, Maryland. The role involves managing the full lifecycle of finance and accounting outsource engagements, providing client relationship management, and ensuring outstanding...Private clientWork at office
- ...Jones, we’re a purpose-driven, client-focused team committed to... ...'s fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the... ...business, fiduciary, and related estate, gift, and charitable tax planning and compliance. We...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours
$85k - $150k
...are posted here as they become available. Tax Manager - High Net-Worth Individuals Tax Manager... ...you're passionate about tax strategy, client advisory, and mentoring a team — WE WANT... ...memos. Advise on tax-saving strategies and planning opportunities. IRS & State Response Lead...Local areaRemote workShift work$60 - $85 per hour
...externalfundraisingmaterialsas needed. Support event planning, based on overall strategy needs. 20... ...meet goals, andsolicitand close major gifts from individuals and/or corporates and... ...detail-oriented, with strong project management skills. Creative, innovative thinker...Hourly payTemporary workPart timeFor contractorsRemote 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- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the... ...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
$61k - $80k
A leading financial services firm in Bethesda, MD is seeking a Relationship Manager to enhance client engagement and foster long-term relationships. This role involves facilitating connections with high net worth clients, ensuring their needs are prioritized, and collaborating...Private client- ...firm that is looking to add a Tax Manager to their team. This is a... ...days per week. Serve a diverse client base including closely held businesses... ...-worth individuals, and real estate clients. Seeking someone with... ...industries Provide tax planning and advisory services Work...Work at officeFlexible hours
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