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$124.6k - $164k
...committed to you as we are to our clients, keep reading! At PBMares... ...are seeking an experienced Tax Manager - Trusts & Estates to lead complex tax... ...engagements for trusts, estates, gifts, fiduciaries, and high-net-... ...navigate estate and trust planning.PBMares Core Values:...SuggestedFull timePart timeFor contractorsFor subcontractorSummer workWork at officeLocal areaRemote workShift work- DescriptionTax Senior / Tax Manager - Family Office |... ...enjoys variety, high-touch client work, and the... ...matters, 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
$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$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- Aprio is seeking a Senior Tax Manager in Private Client Services/HNWI to drive growth in the local market. The role emphasizes tax strategy, planning, and client-focused consulting for high-net-worth individuals and families. You will lead business development efforts,...Private clientLocal 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 ManagerPosition OverviewWe are seeking... ...an experienced Tax Manager to lead delivery of tax compliance, planning, and advisory services... ...portfolio of clients including high-net-... ...individuals, trusts and estates, partnerships,... ...partnership allocations, gift and estate matters,...Local area
- ...growing industries, Aprio ensures clients are prepared for wherever... ...with Aprio. Join Aprio's Tax team and you will help clients... ...firm looking for a Senior Tax Manager, Private Client Services/HNWI to join... ...profile clients, providing tax planning, compliance, and consulting...Private clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...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
...creative federal tax professional who likes... ...serving real estate owners and operators... ...industry to serve clients? If you answered yes... ...practice as a Tax Manager. What You’ll Do... ...Trusts, Real Estate Private Equity Funds, and... ...and range from tax planning to tax compliance,...Work at officeLocal areaWorldwide2 days per week3 days per week- A leading tax advisory firm is seeking a Tax Manager in McLean, Virginia. The role involves overseeing multiple engagement... ...teams, communicating with clients, and conducting reviews of complex... ...years in accounting with experience in Private Client services and hold a relevant...Private client
- ...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
- ...LLP in North Bethesda, MD, seeks a Tax Manager focused on Estates & Gifts to serve high-net-worth individuals... ...held businesses. You will provide tax planning and compliance services, manage... ...mentor junior staff in a collaborative, client-focused environment. Ideal...
$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$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$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- ...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
- ...Serving clients throughout Washington, DC,... ...you an experienced Estate Planning Attorney who enjoys... ...wealth, minimize taxes, and protect future... ...flexibility rarely found in private practice... ...trustees, and wealth management professionals Join... ...Advanced estate, gift, and fiduciary tax...Private clientFull timePart timePrivate practiceWork at officeFlexible hours3 days per week
$83.92k - $125.88k
...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth... ...High Net Worth segment with financial planning and excellent discovery and profiling... ...Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...Private clientFull timeWork at office$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$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$100.35k - $205k
...services to individual clients and their trusts, estates, family offices,... ...to complex tax issues? Do you... ...Deloitte’s growing Private Wealth practice!... ...’ll Do As a Tax Manager in our Private... ..., estate, and gift work papers and... ...related to tax planning opportunities and...Private practiceWork at officeLocal area- Aprio’s Tax team is seeking a Senior Tax Manager, Private Client Services/HNWI to drive growth in the local market. You will lead tax planning, compliance, and consulting for high-profile clients while developing new business opportunities. The role emphasizes deep expertise...Private clientRemote jobLocal area
- Title: Tax Director, Trusts & Estates Location: Remote SPS Consulting... ..., people‑first client. In this... ...comprehensive estate planning, trust taxation,... ..., estate, and gift tax returns... ...estate and asset management Research federal... ...trusts, estates, and private foundations....Work at officeLocal areaRemote work
$65k - $90k
...provides valuation consulting services to clients in both the private and public sectors. The team's work spans gift and estate tax planning, financial reporting, transaction... ...path from Associate to Senior Associate to Manager, with hands‑on mentorship from experienced...Work at officeLocal area$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$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... ...acquisitions and/or federal tax planning at a law firm or...Full timeLocal 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
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