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
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Private Client Tax Manager - Estate & Gift Planning in Potomac, MD vacancy
$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 officeCFS
Great Falls, VA1 day ago$125k - $191k
...Tax Manager Weaver is a full-service national accounting, advisory, and consulting... ...firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses... ...scope of services includes tax planning and preparation, entity...Private clientImmediate startFlexible hoursWeaver
Bethesda, MD2 days ago$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...SuggestedFull timeWork at officeLocal areaRemote workFlexible hoursSensiba LLP
Washington DC4 days ago$100.06k - $162.1k
...years. We are seeking a Tax Manager to support our... ...candidate will manage the client’s tax compliance needs,... ...issues, and recognize tax planning opportunities. Candidates... ...as manufacturing, real estate, construction, and professional... ...with estate, gift, and trust tax planning...SuggestedLocal areaC010 Cherry Bekaert Advisory LLC
Falls Church, VA1 day ago- ...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...Full timeWork at officeImmediate start
Staff Financial Group
Washington DC18 hours ago $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 areaCherry Bekaert
Rockville, MD4 days ago- Serving clients throughout Washington, DC, Maryland... ...an experienced Estate Planning Attorney who... ...wealth, minimize taxes, and protect future... ...flexibility rarely found in private practice... ...trustees, and wealth management professionals... ...Advanced estate, gift, and fiduciary tax...Private clientFull timePart timePrivate practiceWork at officeFlexible hours3 days per week
- Role Overview AMT is seeking a Client Development Manager with 6-10 years of AEC-focused business development... ...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
- ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. You will provide reliable tax advice to a diverse client base across real estate, hospitality, and construction sectors. Ideal candidates should hold a bachelor...
Ernst & Young Oman
Washington DC3 days ago $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 areaOverseasPwC
Washington DC2 days ago$95.4k - $180.4k
...of change, empowering our clients and people to realize their... ...who have or require complex estate and income tax planning and compliance. Our team of... ...appropriate income tax, estate, gift, generation-skipping,... ...our clients’ goals. As a Tax Manager, you will be responsible...Full timeWork 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
Saxon Global
Washington DC3 days ago - ...executive compensation, and private wealth matters. As a... ...advises the kind of clients most T&E lawyers... ...families managing significant inherited... ...directives, and ancillary estate planning documents for high-net... ...federal and state tax research on estate, gift, GST, and fiduciary...Private clientFull timePrivate practiceNight shift
- ...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....
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the... ...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
Solid Rock Recruiting LLC
Washington DC1 day ago - ...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
Solid Rock Recruiting LLC
Rockville, MD18 hours ago $90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver's Private Client Services (PCS... ...at Weaver helps clients manage and preserve their... ...but is not limited to tax planning and preparation, entity... ...worth individuals, trusts, estates, and closely-held businesses...Private clientWork at officeFlexible hours$116.2k - $212.9k
...Country Opportunity Handling tax in such a large,... ...current tax practices. As a Real Estate Tax Manager, we will look to you to apply... ...Whatever you’re working on, our clients will turn to you for up-to-the... ...Developing clear, intelligent plans and approaches to improve our...Summer holidayFlexible hours$116.2k - $212.9k
...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... ...clear, intelligent plans and approaches to improve...Summer holidayFlexible hours$25k
...are seeking a Director, Major Gifts to play a central role in advancing... ...significant gifts. You will manage and grow a portfolio of donors... ...campaign, annual giving and planned giving performance goals.... ...behalf of the organization with clients, donors, affiliates, partners,...Remote workWorldwideHIAS
Silver Spring, MD4 days ago$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- ...Responsibilities Overview: The Director of Major Gifts is responsible for planning, directing and overseeing the Agency's major and mid-... ...ensure a strong base of financial support. This position will manage a portfolio of their own. Must work collaboratively with...Work experience placementFlexible hoursAfternoon shift
Grandir UK
Rockville, MD19 hours ago - Sensiba LLP is seeking a Tax Manager - Real Estate to lead tax compliance, planning, and consulting engagements for real estate clients. The role requires deep expertise in real estate taxation and involves advising clients on complex tax matters while ensuring compliance...Remote jobFlexible hours
$95k - $135k
...or an alternative application process. Tax Manager Full Time Bethesda, MD, US 5 days ago Requisition... ...lead complex tax engagements, advise clients on corporate and federal tax matters,... ...Key Responsibilities Tax Compliance and Planning Manage and review federal and state...Full timeSummer workLocal areaRyan & Wetmore
Bethesda, MD2 days ago$130k - $190k
...Senior Tax Manager - CPA Firm! This Jobot Job is hosted by: Josh Forth Are you a fit? Easy... ...higher and with more opportunities and client and partner interactions than at any of... ...experience with a focus on tax compliance and planning Strong knowledge of federal and multi-...Part timeLocal areaFlexible hoursJobot
Great Falls, VA4 days ago$90k - $150k
...commitment to integrity, innovation, and client satisfaction, we assist nonprofits in... ...We are seeking a skilled and experienced Tax Manager with a specialized focus in nonprofit organizations... ...our communities. RESPONSIBILITIES: Tax Planning and Compliance: Develop and implement...Local areaCalibre CPA Group, PLLC
Bethesda, MD5 days ago$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 workPwC
Washington DC4 days ago$133k - $206.9k
...largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide... ...Cherry Bekaert professionals and their clients to provide federal tax expertise related... ...issues related to compliance and planning. As a rapidly growing public accounting...Work experience placementWork at officeLocal areaRemote workCherry Bekaert
Bethesda, MD3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Manager - Estate & Gift Planning. Be the first to apply!
