Remote Estate & Trust Tax Partner for HNW Families
Aprio Talent Solutions
- Remote job
Aprio Talent Solutions is seeking an Estate & Trust Tax Partner for a well-regarded public accounting firm. This remote role focuses on leading tax planning and compliance for high-net-worth clients, requiring 10+ years of experience and an active CPA license. Responsibilities include developing tax strategies, managing compliance, and mentoring tax professionals. The position offers a competitive salary between $175K and $250K, with bonuses and profit sharing, ensuring a fulfilling work-life balance within a stable environment. #J-18808-Ljbffr Aprio Talent Solutions
- ...Trusts & Estates Partner/Group Location: Northern California, Florida, New York... ...high-net-worth individuals, family offices, and business owners... .... Counsel clients on tax-efficient wealth transfer strategies... .... Ability to work remotely or from any of the firm's international...Remote workTaxHigh net worthFlexible hours
$220k - $250k
...recognized firm is seeking a Trusts & Estates Associate (3-4 years)... ...-worth individuals, families, and fiduciaries on... ...wealth transfer and tax planning matters.... ...platform • Sophisticated HNW/UHNW client work •... ...• Hybrid schedule (2 remote days/week) • Strong long...Remote workTaxHigh net worthWork at office2 days per week$100k - $140k
...high quality assurance, tax, and consulting... ...own schedule including remote work. ~ Comprehensive... .... Preparation of estate tax returns, i.e., Form... .... Analyze trust documents to determine... ...with high-net-worth (HNW) individuals and family entities is highly preferred...Remote workTaxHigh net worthWork at officeFlexible hours$250k
NPAworldwide is seeking a Trust & Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’s degree in law, accounting, finance, or a related field, along with CPA...TaxHigh net worth- ...I’m currently partnering with a growing and entrepreneurial law firm that’s looking to add a Trusts & Estates Partner to its Private Client Services... ...high-net-worth individuals, families, family offices, business... ..., wealth transfer, tax, and succession matters. The...TaxHigh net worth
$113.4k - $169.4k
Description The Tax Manager - High Net Worth / Estates & Trusts role is a pivotal leadership... ...relationships, works with partners to deliver planning... ...services for HNW individuals, families, estates, and trusts.... ...arrangements - hybrid or remote options, flexible hours...Remote workTaxHigh net worthLocal areaFlexible hours$220k
...client is a long-established advisory and tax practice with a multi-state footprint,... .... They support ultra-high-net-worth families, closely held entities, family offices... ...: The firm is seeking a senior-level Trust & Estates Tax Partner to lead a dedicated private client...TaxHigh net worth$220k
...advisory firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role, you will oversee complex advisory... ...network, and technical expertise in handling affluent families and multi-entity structures. The position offers a competitive...TaxHigh net worth- ...Our client is seeking an experienced Trusts & Estates/Tax Senior Associate or Partner to join our growing practice in Norfolk, VA The ideal candidate will... ...Advise high-net-worth individuals, families, fiduciaries, and closely held business owners on estate...TaxHigh net worth
- ...Trusts & Estates Attorney – Counsel or Partner Level Philadelphia, PA We are seeking an experienced Trusts & Estates attorney with strong tax and transactional experience to join our Philadelphia... ...high-net-worth individuals, families, and business owners on...TaxHigh net worth
- Donna Cornell Enterprises, Inc. is seeking a CPA - Trust, Estate & Tax Partner in the Town of Montgomery, New York. This partnership-level position focuses on providing strategic tax advisory services for trusts and estates, targeting high-net-worth clients to drive practice...TaxHigh net worth
$300k
...confidential search for an experienced Trust & Estate attorney to step into a succession-focused Partner or Counsel role . This is a... ...advising high-net-worth families, business owners, and... ...expertise in estate, trust, and gift tax matters. Benefits : The firm...TaxHigh net worthPrivate practiceWork at office- ...Are you a seasoned trusts and estates attorney ready to take your practice to... ...a Trusts and Estate Planning Partner who is passionate about delivering... ...to ensure every estate, tax, and succession plan reflects... .... Advise closely held and family-owned businesses on tax-efficient...TaxHigh net worthWork at office
- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot. New York, NY. Tax Partner - Private Client Group (Trusts & Estates) Location: New... ...and estates to serve high-net-worth individuals and families. This role will lead complex tax planning, compliance...TaxHigh net worthFull timeWork at officeRelocation1 day per week
- CPA Trust Estate and Tax Partner A dynamic, multi-location public accounting firm in the Tri-State area is seeking a CPA - Trust, Estate & Tax Partner... ...Serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries Lead, mentor, and technically review...TaxHigh net worth
$400k
...Trusts & Estates Partner Title of Role: Trusts & Estates Partner Location: Florida, remote Company Stage of Funding: Corporate Round — Law, Enterprise Office Type: Remote... ...~ Strong knowledge of estate planning, tax implications, and probate processes. ~ Excellent...Remote workTaxWork at office$130k - $173k
...Tax Manager - Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office locations... ...the region | Fully Remote Considered Anywhere in the... ...high-net-worth individuals, families, trusts, estates, and closely... ...tax seniors and staff Partner closely with firm...Remote workTaxHigh net worthPrivate practiceWork at officeFlexible hours$130k - $180k
...spectrum firm that focuses on HNW Individuals, Wealth... ..., Audit and complex Business Tax. We believe that putting your... ...Accelerated career growth Hybrid/remote options 401(k) matching Generous... ...Manager with expertise in Trust & Estates who is interested in growing...Remote workTaxHigh net worthFlexible hours$113.4k - $169.4k
Sensiba LLP, located in California, Missouri, is seeking a Tax Manager specializing in High Net Worth / Estates & Trusts to lead a team of professionals. This role is crucial for overseeing tax engagements, ensuring accuracy, and providing strategic advice to clients. The...Remote jobTaxHigh net worthFlexible hours$200k
...Job Description Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises... ...and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership...TaxHigh net worthFull time$110k - $130k
...About the job Tax Manager - Corporate, Trust, and High-Net-Worth Clients... ...direct access to partners and firm strategy... ...in a fast-growing, family-friendly suburb of Indianapolis... ...tax, trust and estate, and high-net-worth... ...across in-office and remote team members Oversee...Remote workTaxHigh net worthFull timeWork at officeLocal areaRelocationRelocation package- ...book of business to join our Trusts + Estates Practice Group in one of our... ...Advising clients regarding the tax implications of estate... ...Experience helping high net worth families and individuals with their estate... ...us from our competitors. Partner and associate salaries are set...TaxHigh net worth
- ...Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation 4 days ago Be among the first 25 applicants... ..., and advising high-net-worth families, this role offers the opportunity to... ...Fridays (June/July), casual attire, and remote options Hybrid role with office locations...Remote workTaxHigh net worthSummer workCasual workWork at officeFlexible hours
- ...Experienced Trusts & Estates Attorney Location: Primarily Remote (Flexible/Variable Office Hours) Position Type: Full... ...to understand goals, assets, and family dynamics Draft, review, and revise... ...Provide sophisticated tax planning advice related to federal...Remote workTaxHigh net worthFull timeWork at officeFlexible hours
$150k - $180k
...! Job Details Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing... ...: South Florida (Hybrid/Remote options) About Us... ...spectrum firm that focuses on HNW Individuals, Wealth Management... ...use us as their top tier partner! Why Join Us? Billable...Remote workTaxHigh net worthLocal areaFlexible hours$300k - $350k
...Job Description Job Description Tax Partner – Estate & Trust Full-Time | Hybrid Schedule Southern California (Long Beach | Los Angeles... ...trust practice serving ultra-high-net-worth individuals, families, and closely held entities. Our team delivers sophisticated...TaxHigh net worthFull timeFlexible hours$125k
Rhoades Levy Law Group P.C. in Northbrook, Illinois is seeking a trusts and estates attorney with at least 7 years of experience in complex... ...wealth transfer matters, including preparing estate and gift tax returns. Candidates should possess excellent analytical, organizational...Remote jobTaxFlexible hours- ...Tax Partner-Trust & Estate 10+ years of experience with a significant portion dedicated to trust and estate taxation. CPA designation. In-depth knowledge of federal and state tax laws related to high-net-worth individuals, trusts, and estates. Oversee preparation...TaxHigh net worth
- ...Title: Tax Director, Trusts & Estates Location: Remote SPS Consulting is seeking an experienced Tax Director,... ...In this leadership role, you’ll partner with high-net-worth clients to provide... ...lives of our clients and their families. What You’ll Do Lead and review...Remote workTaxHigh net worthWork at officeLocal area
$140k - $180k
...We Serve We offer Tax, Audit, Advisory, and... ...individuals, and family offices. We also specialize... ...Equity, Real Estate & Hospitality,... ...collaboration and remote work. Our teams work... ...you! The Estate/Gift/Trust tax group is seeking... ...communication of progress to partners Strong technical...Remote workTaxHigh net worthWork at officeHome office2 days per week
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