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
- 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
- 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 GroupSuggested
- ...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
- ...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...SuggestedLocal area
$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...SuggestedFull timeH1bLocal areaOverseas$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 timeH1bLocal areaOverseas$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 timeH1bLocal area$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 timeH1b- ...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...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$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 placementSummer holidayLocal areaFlexible hours- ...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 officeFlexible hours2 days per week
$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...- ...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
$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 placementInternshipLocal area$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 startFlexible hours- 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 officeRemote workMonday to Friday
$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 timeH1bLocal areaOverseas- 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....
$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 areaRemote workWorldwide$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- 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...
$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 holidayFlexible hours- 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...
- 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...
$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 practiceRemote work$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 timeH1b$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 timeH1b- 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 employmentFull time
$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...$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 contractLocal area
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