Remote Senior Wealth Transition Tax Manager
Eide Bailly
- Remote job
Eide Bailly is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective. You will work with high net worth clients, manage client relationships, and lead tax planning engagements. Qualified candidates will have a Bachelor's degree in Accounting, an active CPA, Enrolled Agent license, or JD/LLM (taxation), along with 4-8 years of relevant experience. The position offers significant benefits including medical, dental, and vision insurance. #J-18808-Ljbffr Eide Bailly
$105k - $180k
Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess...Remote jobWork at office$150k - $190k
...locations in the United States Work Arrangement: Remote A Day in the Life As a Tax Senior Manager in our high-net-worth tax practice, you will be... ...with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as...Remote workSeniorLocal areaVisa sponsorship$225k - $250k
...performing team at Macquarie Asset Management in New York, where you will... ...You will oversee tax structuring, reporting, and compliance... ...Investment products within Wealth Management and Credit and Insurance... ...along with 12 days of paid transition leave upon return to work and...SeniorTemporary workWork experience placementWork from homeFlexible hours$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing... ...incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth... ...trusts in managing, preserving and transitioning wealth. Our consulting professionals...SeniorPrivate practiceLocal areaWorldwide- Jobot in Fort Lauderdale, FL is seeking a Senior Tax Manager to lead the High-Net-Worth tax practice with a hybrid schedule. You’ll work... ...complex tax filings, and mentor staff while developing wealth transition strategies. You’ll partner with clients to optimize tax efficiency...Senior
$135k - $170k
...Position: Senior Tax Manager Location: North Bay, CA (Hybrid/Remote Flexibility) Overview We’re partnering with a growing, well-established wealth advisory firm in the North Bay seeking a Senior Tax Manager to step into a high-impact leadership role. This position blends...Remote workSenior- ...accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very... ...on complex tax, estate planning, and wealth management matters. This is a highly... ...and leading teams (including remote or offshore staff is a plus) ~ Strong...Remote workSeniorWork at officeFlexible hours3 days per week
$130k - $160k
...Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot... ...A Bit About Us A specialized tax and wealth advisory firm supporting high-net-worth... ...hybrid flexibility after ramp-up—and remote may be an option for exceptional candidates...Remote workSeniorWork at officeLocal area3 days per week$225k - $250k
...Job Description Tax Manager (Real Estate OR High-Net-Worth/Trusts) Compensation:... ...25,000-$250,000 Location: Fully Remote (Must live within 45 minutes of Fort Lauderdale... ...type of opportunity you see yourself transitioning into next, call/text (***) ***-****....Remote workSenior$100k - $185k
...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to... ...firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and...Remote workSeniorWork experience placementWork at officeLocal areaFlexible hours- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (Firm HQ) - Open to Fully Remote Candidates Employment... ...and S-corps Provide proactive tax planning and wealth transfer strategies Manage and mentor staff, ensuring...Remote workSeniorFull time
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the...SeniorH1bLocal areaOverseas- ...Senior Manager of Tax Services- Private Wealth page is loaded## Senior Manager of Tax Services- Private Wealthlocations: Boca Raton: West Palm Beach: Fort... ...advisory, tax, and assurance firm. During this transition period, the firm operates as **Berkowitz Pollack Brant...Senior
$75k - $95k
...Description Job Description Senior Tax Accountant / Tax Manager Location: Omaha, NE (... ...is a rapidly growing wealth advisory firm expanding its... ...base Assist with the transition and management of tax clients... ...Hybrid work model Remote work available initially...Remote workSeniorWork at office- Remote High‑Net‑Worth Tax Senior Manager - High‑Net‑Worth Corporate Team Career Staffing Talent (CST) is partnering with a nationally recognized accounting... ..., acting as the primary hub for HNW client referrals, wealth advisor relationships, and national tax leadership....Remote jobSeniorFull timeWork at officeLocal area
$120k - $180k
...Family Law Associate (Hybrid/Remote) - Divorce, Custody/Support, Division Of Assets! This Jobot Job is hosted by: Jacob Vane Are... ...individuals, and families. Our accomplished team of attorneys brings a wealth of expertise, combining both legal knowledge and practical...Remote workSeniorLocal areaWork from home$150k - $225k
Tax Leader - Senior Manager (Partnership Track) We are a long‑standing CPA firm dedicated to high‑quality... ...to partnership/equity. Long‑term wealth‑building opportunity. Schedule & Work... ...collaboration, mentorship, and client engagement. Remote roles are not supported due to the...Remote workSeniorWork at officeLocal area$125k - $195k
...Atlanta based Top CPA firm is seeking a Tax Manager or Senior Tax Manager to step into a key... ...book of tax clients, mentor staff, and transition into an Income Partner role over time.... ...Tech Setup for seamless in-office or remote work Position Overview We are seeking...Remote workSeniorTemporary workSummer workWork at officeLocal areaImmediate startFlexible hours3 days per week- Mission Wealth, a Barron’s Top 100 RIA and Best Places to Work recipient, seeks a Tax Manager to lead tax strategy for high-net-worth clients. You will review returns, implement planning, and collaborate with advisory teams while guiding junior staff and ensuring client...Senior
$115k - $140k
A wealth management firm is seeking a Tax Senior Associate to deliver tax planning and compliance services for high net-worth clients. The candidate should have at least 5 years of experience in public accounting or RIA, with an EA designation required and CPA/JD preferred...SeniorFull time- Jobot in Dallas, TX, is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for high-net-worth clients, including individuals, corporations, and partnerships. The role offers growth within the firm and a focus on high-quality...Senior
$160k - $210k
...Fully Remote Senior Tax Manager - Trusts and Estates Be among the first 25 applicants. This range is provided by Jobot. Your actual pay will... ...solutions that minimize tax liability and increase client wealth. Review and approve trust and estate tax work papers and...Remote workSeniorSummer workWork at officeLocal areaRelocation packageFlexible hours- Proven Recruiting is seeking a Senior Tax Associate for wealth management clients, focusing on high-net-worth individuals with exposure to individual and... ...collaborative culture, work-life balance, and flexible hybrid/remote options depending on location. Ideal candidates have 2+...Remote jobSeniorFlexible hours
$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients... ...range of $100,000 to $120,000 annually, with remote work flexibility and a comprehensive benefits package...Remote jobSenior$190k
Tax Senior Manager/Partner - High Net Worth - Remote Tax Senior Manager/Partner - High Net Worth - Remote 20 hours ago Be among the first 25 applicants Direct... ...taxation and structures. Collaborate with wealth management teams to align investment strategies with...Remote jobSenior16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours$130k - $160k
...we’re not just looking for a tax expert—we’re looking for a trusted... .... Position Tax Manager - Real Estate focused Are you... ...candidates are preferred for remote candidates. Responsibilities... ...giving, estate planning, and wealth transfer strategies. Conduct...Remote workSeniorLocal area$130k - $202k
...include, but not be limited to: Managing all aspects of the annual tax compliance for business and... ...the required hours to be performed remotely. This is an exempt position,... ...largest audit, tax, consulting, and wealth management firms. But dig a little...Remote workSeniorRelocationFlexible hours$90k - $150k
...departure from the traditional LA tax world. We are a boutique tax... ...comprehensive tax advisory, wealth management, and business consulting... ...re seeking an experienced Tax Senior or Tax Manager to join our dynamic... ...you're thinking... you want remote work, but we promise our...Remote workSeniorFull timeWork at officeMonday to Friday- Destination Wealth Management is looking for a Tax Manager to join their tax department, focusing on tax planning and income tax preparation for high-net-worth clients. Responsibilities include preparing and reviewing tax returns, mentoring junior staff, and advising clients...Senior
$120k - $145k
...financial planning, investment management, tax, estate, insurance, and more... ...nationwide with a flexible, remote-friendly structure and no formal... .... You will work closely with wealth advisors to deliver high-... ...clients Mentor and develop Senior Tax Associates, Tax Associates...Remote workTemporary workFlexible hours
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