Tax Supervisor: Gift & Estate, Trust & HNWI (Hybrid)
Advantage Group
Advantage Group is seeking a Tax Supervisor for Gift, Estate, Trust, and HNWI work in the Walnut Creek area. The role focuses on technical review of tax returns and ongoing collaboration with partners and clients to resolve tax issues. The ideal candidate holds a CPA license, has 7+ years of experience in high net worth tax, and can mentor teams while building strong client relationships. This is a hybrid position offering career advancement. #J-18808-Ljbffr Advantage Group
- ...It will be integral to the tax planning of individuals, trusts and businesses and will... ...High Net Worth Individual, Gift/Estate& Trust Tax Has performed... ...Gift, Estate & Trust and HNWI tax Is an excellent verbal... ...and career progression. This is a hybrid role....High net worthFull time
- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential) A top national... ...Area Multiple Northern California office locations Hybrid flexibility as the standard Fully remote considered for...High net worthPrivate practiceWork at officeRemote workFlexible hours
$85k - $100k
...Description Job Description Experienced Tax Staff We are a high growth, private... ...and tax planning, including Gift, Trust and Estate. The Tax Preparer (Experienced Staff... ...Creek, CA offices. This position is a hybrid role with a 3 days/week expectation on...High net worthOngoing contractFull timeTemporary workLocal area3 days per week$140k
Walnut Creek, California (hybrid) Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. ALSO open to considering Experienced Staff/Seniors (prep and review) with...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours$140k
...Job Description Job Description Tax Manager Concord, California (hybrid) Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar tax software. ALSO open to considering...High net worthOngoing contractFull timeTemporary workWork at officeLocal areaFlexible hours$110k - $210k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work...Full timeWork at officeLocal areaRemote work- ...Tax DirectorWe are seeking an experienced Tax Director... ..., families, trusts, estates, and closely held businesses... ...trusts, estates, and gift tax engagements.Advise... ...and mentor managers, supervisors, and staff to support... ...Willingness to work in a hybrid environment with in...High net worthPrivate practiceWork at officeLocal area
$82.4k - $144.2k
Individual Tax Manager (Flexible / Flex-Time)Location: Concord, NH (Hybrid/Commutable) Salary Range: $82,400 - $144,200 Status: Full-Time, Part-Time, or Flex-TimeLove... ...tax concepts to clients in a way that builds trust and clarity.The Perks (Our "Chorus Line")True Flexibility...High net worthFull timePart timeWork at officeImmediate startFlexible hours- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged... ...a Tax Manager with our Real Estate group, working from NorCal and... ...You can see yourself as a trusted business advisor, working face... ...In CA, pay rate range is: $112, 500 to $172, 950 #LI-MS #hybrid...Local area
- ...hands-on involvement in reviewing tax returns and working directly... ...the ability to build strong, trusted relationships with clients.... ...and venture capital firms, real estate funds, private foundations, and... ...our people. We offer a hybrid-working model, state-of-the-art...High net worthWork at office
$201.81k - $382.6k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ..., affluent families and family offices, estates and trusts in managing, preserving and... ...comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and...High net worthPrivate practiceLocal areaWorldwide- ...country. It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along... ...High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) ~... ...real long term stability and career progression. This is a hybrid role....High net worthRemote work
- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...Remote job
- ...to Jennifer Fukumae via email or LinkedIn.Tax Manager | Established RIA Firm| East Bay;... ...the firm is building out its in-house Tax & Estate Planning team to deliver a fully... ...returns for high-net-worth individuals.Review trust, partnership, and S corporation tax returns...High net worthRemote workFlexible hours
$135k - $230k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy... ...and tech executivesServing as a trusted advisor, managing client relationships through...High net worthFull timeLocal area- Baker Tilly Advisory Group, LP in California seeks a Tax Experienced Associate in Private Client Services/Private Wealth to deliver tax compliance and advisory services for small to middle-market clients and high‑net‑worth individuals. You will work with engagement teams...High net worth
$98.5k - $164k
...Dallas, TX / Austin, TX / Bellevue, WATax - Tax /Full Time /RemoteWork with a Top 20 CPA... ...strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal... ...working environment including remote and hybrid optionsWhat’s in it for you:- Working with...Full timeWork at officeLocal areaRemote workFlexible hours$195.1k - $265.9k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals... ...businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation... ...personnel, primarily managers and supervisors. Review or conduct high level...High net worthContract workLocal areaWork from homeFlexible hours$130k - $165k
...Tax Manager A top CPA firm in Walnut Creek, CA Area is looking to add a Tax Manager... ...business partnerships, individuals, trusts and estate returns is preferred Assure compliance... ...Excellent benefits package ~ Open to hybrid or remote To be considered, please...Local areaRemote work$130k - $165k
...Tax ManagerA top CPA firm in Walnut Creek, CA area is looking to add a Tax Manager... ...small business partnerships, individuals, trusts and estate returns is preferredAssure compliance with... ...65,000Excellent benefits packageOpen to hybrid or remoteTo be considered, please apply...Local area- Withum Smith+Brown, PC is seeking a Not‑For‑Profit Tax Supervisor to join the Exempt Organization and Employee Benefits Tax group. The role... ...organizations while guiding teams across multiple engagements in a hybrid environment. The ideal candidate holds a Bachelor's in...
$130k - $230k
...Job Description Job Description Probate, Trust, & Estate Attorney Career Consulting Partners has partnered with a nationally recognized firm in the probate, trust, and estate space. They have been recognized as a leader in Private Wealth Disputes in the "Chambers...High net worthWorldwide$238k - $362.6k
...Tax Director Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus... ...expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative...High net worthLocal area- Advantage Group in the Concord/Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise and accounting knowledge to prepare and review returns, while advising clients and collaborating with partners and senior...
$191.26k - $362.6k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...care about you and your development. What You Will Do Be a trusted member of the engagement team providing various corporate tax compliance...High net worthFull timeLocal areaWorldwide- ...Creek, CA is seeking an Audit & Accounting Supervisor (CPA/EA) to lead client engagements... ...reviews, and financial statements, with hybrid work expectations. You will mentor and direct... ...interact with CFOs and owners, and oversee tax and audit projects using industry-...
$120k - $130k
Hybrid Sr. Litigation Paralegal, Private Client Practice $110K-$130K + Bonus Are you looking to join a small, stable firm in... ...work closely with accomplished attorneys on sophisticated Estate, Wills, and Trust matters, gaining exposure to complex, high-value work while...Private practiceWork at office$22 - $26 per hour
...Accounting Specialist Location: Kalispell, MT (Hybrid/In-Office Option Available) Employment... ..., actionable updates and build strong, trust-based relationships with both clients and... ...timesheets, calculating deductions and taxes correctly Prepare comprehensive...Hourly payFull timeSummer workCasual workRemote workShift work- ...high-net-worth clients and grow the practice through referrals, supported by Mercer’s in-house experts in portfolio management, tax, and estate planning. The role requires strategic client leadership, fiduciary responsibility, and collaboration with a dedicated Sales...High net worth
$31 per hour
...offers hands-on experience in public accounting, focusing on audit, tax preparation and business research. The ideal candidates will be... ...promises competitive pay at $31/hr with potential for remote or hybrid working options and a strong emphasis on professional growth...InternshipRemote work
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