Wealth Tax Associate: Estates & Planning Expert
Corient
Corient seeks a dedicated Tax Associate to join the Tax Practice, serving high-net-worth individuals, trusts, estates and foundations. You will prepare diverse tax returns, review source documents, and conduct tax research to support planning and compliance efforts. The role requires a BA/BS in Accounting with 1–3 years of tax experience; CPA status is preferred. Office-based work is expected in a team focused on accuracy, deadlines, and exceptional client service. #J-18808-Ljbffr Corient
- Corient is seeking a dedicated Tax Associate to join our Corient Tax Practice, providing planning and compliance services to high-net-worth families, trusts, estates and foundations. Responsibilities include preparing individual, trust and business tax returns, analyzing...Suggested
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...efficiencies. As a Senior Associate you shall analyze complex problems,...SuggestedFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...tax solutions. As a Senior Associate you will analyze complex problems,...SuggestedFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...- Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will...SuggestedFull timeH1b- Corient, a wealth advisory and tax services firm, is seeking a dedicated Tax Associate to join the Corient Tax Practice, serving high-net-worth families, trusts, estates and private foundations. The role focuses on preparing individual, trust, estate, gift and business...Suggested
- ...Job Description Junior / Mid-Level Tax & Private Wealth Associate Attorney Location: Miami, FL Direct... ...international and cross-border tax planning for high-net-worth individuals and... ...clients on U.S. federal income, gift, and estate tax matters . Draft and implement...Private practiceWork at office3 days per week
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals... ...review the work of tax staff and senior associates; provide training and performance...Work at officeLocal area
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...
$79k - $127k
Wealth Enhancement Group, LLC is looking for a Financial Advisor in Miami, Florida to provide exceptional client service and deliver personalized financial plans. Responsibilities include managing client relationships, facilitating financial planning processes, and engaging...$100k - $120k
Position Profile: Junior Corporate & International Tax Associate Firm Overview MQR & Associati is an international tax and business law practice focused on cross-border structuring, estate and trust planning, and tax advisory for high-net-worth individuals, families, and...Work experience placementInternship- Jobot is seeking a Senior Tax Manager to join our High-Net-Worth Tax practice in a hybrid... ...with individual clients to support wealth transfer across generations, lead tax engagements... ...strategies, and developing wealth transition plans with clients. #J-18808-Ljbffr Jobot
- ...Personal Financial Advisor (Private Wealth) Job Type: Contractor - US... ...budgeting, investment planning, retirement strategies, and debt... ...management. Act as a subject matter expert to ensure AI outputs reflect... .... ~ Solid grasp of tax-aware strategies and regulatory...Remote jobFor contractorsImmediate start
$260k - $365k
...comApply: McKenzie’s Tax Practice is a... .... Our tax practice expertly covers all aspects of tax planning and transactions, dispute... ...indirect taxes and wealth management tax... ...level private capital associate to join its tax... ...following areas: real estate taxation (including...Part timeWork at officeLocal areaWorldwide- BCG Attorney Search seeks a Trust and Estates Attorney in Miami, FL with 2-10 years of experience... ...candidate understands complex estate planning and asset protection, and can administer trusts and estates while advising on tax implications and asset management. Required...
$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader... ...McKenzie’s Tax Practice expertly covers all aspects of tax planning and transactions, dispute... ..., indirect taxes and wealth management tax advice and... ...Mid to Senior-Level Tax Associate for its Tax Planning and...Part timeWork at officeLocal areaWorldwide$79k
...enabling them to preserve their wealth for future generations, and... ...and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to sophisticated... ...and families, trusts, estates and private foundations. Responsibilities...Permanent employmentTemporary workWork experience placementWork at officeFlexible hours$100.35k - $205k
...clients and their trusts, estates, family offices,... ...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting for... ...related to tax planning opportunities and the tax... ...geographic differential associated with the location at which...Private practiceWork at officeLocal area- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES:Client...Work experience placementLocal area
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset... ...- Contributing to the development of innovative tax planning solutions and methodologies- Coaching and mentoring...Full timeH1bLocal area$99k - $266k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary The Opportunity... ...will guide clients through the complexities of tax planning, compliance, and strategy within our Tax practice....Full timeH1b$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The... ...minimizing risks of non-compliance through strategic tax planning - Crafting and conveying clear, impactful messages...Full timeH1b$158.4k - $237.6k
...Global Wealth brings together the full power of Citi to serve the entire continuum of wealth... ..., mortgage, and lending. Provide expert investment advice and solutions, leveraging... ...knowledge of traditional investments, wealth planning, and private banking services to optimize...Full time$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’... ...approach to retirement and wealth planning. But what truly separates... ...insurance, luxury sales, real estate, or financial services — if... ...manage portfolios, and implement tax-efficient strategies while...Full timeWork at officeAfternoon shiftWeekday work$150k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary The Opportunity... ...Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate...Full timeH1b- ...your goals. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on... ...and ownership groups on tax planning, structuring, transactions, and long... ...relationships with attorneys, lenders, wealth advisors, and other professionals serving...Full timeLocal area
- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES:Client...Full timeWork experience placementLocal areaWork visa
$77k - $214k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you are expected to analyze complex problems...Full timeSecond jobH1b$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding... ...thinking to interpret financial data and inform tax planning strategies- Drafting and filing regulatory submissions to maintain...Full timeH1b- ...engaged by a locally based CPA / wealth management / client advisory... ...a key role in business entity tax return quality, providing a... ...individuals, C-Corps, S-Corps, estates, and trusts Assist with client... ...education requirement and planning to attain CPA in the near future...Full timeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Tax Associate: Estates & Planning Expert. Be the first to apply!
- tax consultant Miami, FL
- tax advisor Miami, FL
- entry level tax accountant Miami, FL
- international tax associate Miami, FL
- corporate tax accountant Miami, FL
- sales & use tax accountant Miami, FL
- international tax accountant Miami, FL
- tax specialist Miami, FL
- tax accountant Miami, FL
- international tax consultant Miami, FL



