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$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- Tax Senior / Tax Manager - Family Office | Rockville, MD (on-site)Are... ...variety, high-touch client work, and the... ..., supporting complex planning, compliance, and analysis... ...planning.Assist with estate and trust tax matters... ...Potentially assist with private equity tax compliance...Private clientWork at officeFlexible hours
$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$130k - $150k
Department: Client Tax and Advisory Services Employment Type: Full-Time Location... ...Group is seeking an experienced Estate, Gift, and Trust Tax Manager to join our Client Tax and Advisory... ...managing complex tax compliance and planning engagements for high-net-worth individuals...SuggestedFull timeRemote workFlexible hours$83.92k - $125.88k
...Worth segment with financial planning and excellent discovery and profiling... ...financial needs of the client and offer solutions through a... ...Partners, Relationship Manager, etc.) Organize client events... ...experience Job Family Group Private Client Coverage Job Family Financial...Private clientFull timeWork at office$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$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
- ...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- 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
$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$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory, and... ...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 structuring...Private clientImmediate startFlexible 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...
- ...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
$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- The Norris Group is seeking an experienced Estate, Gift, and Trust Tax Manager to join the Client Tax and Advisory Services team in National Harbor, Maryland. This senior, client-facing role manages complex tax engagements, provides technical leadership, and mentors staff...Remote job
$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$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- ...Job Description Tax Manager Location: Washington DC Metro Job Type... ..., Corporate, Partnership, and privately owned business taxation to join... ...who enjoys working with complex clients and providing both compliance and strategic tax planning services. The ideal candidate...Local 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
$180k - $225k
...looking for a seasoned Director to join its Private Client Services (PCS) Tax team. This role involves overseeing tax engagements... ...Serve as the primary contact for clients, managing all facets of their accounts Deliver tax planning, consulting, and compliance solutions...Private clientFull timeLocal areaFlexible hours$220k - $370k
A sophisticated Private Client practice in Washington, D.C. is looking to add a junior... ...individuals and families . Trusts & estates and sophisticated wealth transfer planning Federal estate, gift, and generation-skipping transfer tax Income tax matters related to trusts...Private clientPrivate practiceWork at office$125k - $150k
...Job Title: Senior Tax Accountant or Tax Manager Industry: Public Accounting... ...time off, retirement plan, professional... ...About the Company Our client is seeking a Senior... ..., nonprofit, and gift tax returns. Prepare... ...Gift Tax (Form 709) ~ Estate tax Knowledge of...Full timeWork at officeLocal areaFlexible hours$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- Tax Manager | Trust and Estate CBIZ Responsibilities Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables...
$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- ...growing industries, Aprio ensures clients are prepared for wherever life... ...with Aprio. Join Aprio's Tax Team team and you will help clients... ...with clients to provide tax planning, consulting, and compliance... ...advice and solutions. Lead and manage a team of tax professionals,...Private clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
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