Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UHNW Tax Manager Estate & Wealth Planning Lead

Corient Services LLC

Corient Services LLC in Houston, Texas, seeks a Tax Services professional to provide high-quality compliance services and develop tax-planning strategies for high-net-worth individuals and families. You will manage client relationships and serve as a subject-matter expert in tax advisory. The ideal candidate possesses a BA/BS in Accounting, a CPA or equivalent, and at least 6 years of relevant experience. Benefits include a 401(k) plan with matching and various health insurance options. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Tax Manager Estate & Wealth Planning Lead in Houston, TX vacancy
  • A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has... 
    Suggested

    Grant Thornton (US)

    Houston, TX
    2 days ago
  • JCW Group, a leading boutique wealth management firm based in Houston, TX, is seeking a talented Tax Specialist to support their UHNW client base. The ideal candidate has a CPA certification...  ...expertise in wealth management and financial planning. #J-18808-Ljbffr JCW Group
    Suggested

    JCW Group

    Houston, TX
    5 days ago
  •  ...A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns and providing tax planning strategies for high-net-worth clients. Candidates should have 6-10 years... 
    Suggested

    Grant Thornton International

    Houston, TX
    3 hours ago
  •  ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client’s financial services tax practice provides comprehensive...  ...key market segments within the practice. As a Manager in the wealth & asset management tax practice, your key responsibilities... 
    Suggested
    Local area

    Hamilton Recruitment

    Houston, TX
    3 hours ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in...  .../or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders... 
    Suggested
    Full time
    H1b
    Local area
    Overseas

    PwC

    Houston, TX
    5 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career...  ...introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Houston, TX
    3 days ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...will leverage your skills to lead large projects, innovate processes...  ...development of innovative tax planning solutions and methodologies Coaching... 
    Full time
    H1b
    Local area

    PwC

    Houston, TX
    5 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...and guidance to clients on tax planning, compliance, and strategy. These...  ...of our Firm. You are expected to lead with integrity and authenticity,... 
    Full time
    H1b

    PwC

    Houston, TX
    2 days ago
  •  ...As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Houston, TX
    3 days ago
  • $116.2k - $212.9k

     ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and...  ...FSO team! EY’s FSO tax practice provides comprehensive...  ..., tax minimization planning, on-call advice, and tax...  ...Management practice, you will lead tax compliance and... 
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    EY

    Houston, TX
    2 days ago
  •  ...provides non-attest offerings, including tax and advisory services. In 2025,...  .... Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and...  ...complex tax returns and provide income, estate, and gift tax planning strategies for high net worth,... 
    Work at office
    Flexible hours
    2 days per week

    Grant Thornton International Ltd

    Houston, TX
    4 days ago
  • $125k - $165k

    Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting...  ...client relationships and tax planning for a diverse clientele, including...  ...international asset reporting. You will lead tax compliance and provide... 

    Willis Johnson Wealth

    Houston, TX
    4 days ago
  •  ...Mitsui Ep is seeking a Tax Manager for its Accounting & Finance department in Houston, Texas. This role involves overseeing direct and indirect tax accounting and compliance, including provisions and federal, state, and local filings. The ideal candidate will have at least... 
    Local area

    Mitsui Ep

    Houston, TX
    2 hours ago
  • $95.4k - $180.4k

     ...We are the leading provider of professional services to the middle...  ...nowhere like RSM. Our Real Estate practice serves a range of...  ...building. We are seeking a Tax Manager for our Real Estate group. We...  ...corporate tax services, including planning, research, compliance, and... 
    Work experience placement
    Internship
    Local area

    RSM Global

    Houston, TX
    4 days ago
  • $125k - $191k

     ...growth, but also in their ability to lead balanced, integrated lives. At the foundation...  ...Profile Weaver is looking for a Tax Manager with Real Estate experience to join our growing firm....  ...provides federal tax compliance and planning services to Weaver’s Real Estate... 
    Immediate start
    Flexible hours

    Weaver

    Houston, TX
    22 hours ago
  • Chord Energy is seeking a Tax professional to handle federal and state tax compliance, assist with tax planning initiatives, and prepare quarterly and annual tax calculations. This position is based in downtown Houston, TX, with potential remote work on Mondays and Fridays... 
    Work at office
    Remote work
    Monday to Friday

    Chord Energy

    Houston, TX
    4 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...performance Oversee successful planning, budgeting, and execution of...  ...knowledge of tax compliance for Real Estate Trusts Knowledge of... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Houston, TX
    3 days ago
  • A leading tax consulting firm in Houston seeks a Senior Tax Manager to provide tax and consulting services to business clients. The ideal candidate will oversee team performance, engage in tax planning for diverse client entities, and ensure compliance with regulations.... 

    BDO Capital Advisors, LLC

    Houston, TX
    1 day ago
  • $95.5k - $195.4k

     ...DNA across our audit, tax, and consulting groups....  ...Description: As a Tax Manager , you will provide tax...  ...and real estate industries. Tax consulting...  ...identifying and implementing tax planning, preparation of tax...  ...skills, the ability to lead multiple projects and... 
    Local area
    Remote work
    Worldwide

    Crowe

    Houston, TX
    1 day ago
  • $200k

     ...is looking for a Private Banker in Houston, Texas. The role involves developing client relationships and delivering tailored wealth management strategies. Candidates should have over 15 years of experience in Private Banking, solid knowledge of financial products, and... 
    Full time

    Citigroup Inc.

    Houston, TX
    1 day ago
  • Crowe-Global is looking for a Property Tax Manager in Houston, Texas, to lead property tax consulting for real estate clients. This role will involve managing client relationships and overseeing complex engagements while developing tax savings strategies. The ideal candidate... 

    Crowe-Global

    Houston, TX
    3 days ago
  • $116.2k - $212.9k

     ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our...  ...our dynamic FSO team! Handling tax in such a large, sophisticated organization...  .... Developing clear, intelligent plans and approaches to improve our... 
    Summer holiday
    Flexible hours

    EY

    Houston, TX
    5 days ago
  • BDO USA, LLP is seeking a Senior Tax Manager in Houston, Texas, to provide tax and consulting services to business clients. This role requires managing tax planning for pass-through entities and ensuring compliance with tax regulations. Ideal candidates will have a Bachelor... 

    BDO USA, LLP

    Houston, TX
    4 days ago
  • A leading financial institution in Houston seeks an Executive Director, Wealth Planner to provide expertise in tax and trust matters. This role involves working with clients and their advisors...  ...substantial experience in trusts & estates or tax law and possess excellent... 

    JPMorgan Chase & Co.

    Houston, TX
    2 days ago
  • $155k - $165k

     ...Estate & Wealth Transfer Planning Attorney New Gig Solutions – Confidential Client Location: Fully Remote New Gig Solutions is partnering...  ...experience ~4–8 years of post-JD experience in tax, estate, or wealth transfer planning ~ Strong drafting... 
    Private practice
    Remote work

    New Gig Solutions

    Houston, TX
    2 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...and guidance to clients on tax planning, compliance, and strategy. These...  ...knowledge, and experiences you need to lead and deliver value at this level... 
    Full time
    H1b

    PwC

    Houston, TX
    4 days ago
  • $77k - $214k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...and guidance to clients on tax planning, compliance, and strategy. These...  ...knowledge, and experiences you need to lead and deliver value at this level... 
    Full time
    H1b

    PwC

    Houston, TX
    5 days ago
  • At CORDA Investment Management, we believe our people are...  ...passionate about financial planning, investment management,...  ...is a client-centered wealth management firm serving...  ...planning, and tax strategy in one integrated...  ...through trading Support estate account processing from... 
    Permanent employment
    Full time

    CORDA Investment Management, LLC.

    Houston, TX
    1 day ago
  • $125k - $165k

     ...Description Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it...  ..., review, and extensive tax planning, working closely with our wealth...  ...as well as business, trust, and estate tax returns • Review (and some... 

    Willis Johnson Wealth

    Houston, TX
    10 days ago
  • $110k - $150k

     ...Description Job Description Trust & Estate Tax Manager Trust & Estate Tax Manager Public...  ...Accounting Tax Position Overview Lead and manage the Trusts & Estates tax practice...  ...high-quality tax compliance, planning, and advisory services for estates, trusts... 
    Ongoing contract
    Local area

    Cybercoders

    Houston, TX
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Tax Manager Estate & Wealth Planning Lead. Be the first to apply!