Tax Senior - Trusts & Estates for High-Net-Worth Clients (Hybrid)
6AM City, LLC
6AM City, LLC seeks a Tax Senior specialized in Trusts & Estates in a hybrid Miami-area role. You will handle sophisticated tax planning, compliance, and consulting for high-net-worth clients, including fiduciary matters and estate/tax compliance work. The role requires a BS in Accounting, CPA or CPA progress, and 3+ years in tax. You will supervise staff and collaborate with our South Florida offices across estate, gift, and fiduciary engagements. #J-18808-Ljbffr 6AM City, LLC
- ...is partnering with a renowned public accounting firm to find a Private Client Services Tax Manager for its South Florida practice. The ideal candidate will manage tax engagements for high-net-worth individuals and businesses, ensuring compliance and providing proactive...SeniorTaxHigh net worth
$100k - $110k
Job Description Tax Senior - Trust & Estates Salary: $100-110K plus a bonus, benefits... ...(if needed). Location: Hybrid model. Must work in office... ...related services. Our clients are both domestically and... ...and Estates group include high-net worth and their closely held businesses...SeniorTaxHigh net worthWork at officeRelocation2 days per week3 days per week- Fwainvest is seeking a Senior Private Wealth Trust Officer to manage personal trust accounts for high-net-worth clients in the Town of Florida, NY. This... ...professional growth in a hybrid work environment. The ideal... ...degree. The position involves tax planning, client...SeniorTaxHigh net worth
$160k - $220k
...professional to join their Private Client team. In this role, you will work closely with high net worth individuals and families,... ...providing strategic advice on complex tax matters. With a competitive... ...experience, particularly in trust and estate planning, along with strong...SeniorTaxHigh net worth$95.5k - $195.4k
Crowe LLP in New York is seeking a Tax Manager to join the IronSpire Group. The role involves providing high-level tax consulting for ultra-high-net-worth clients, managing complex engagements,... ...experience. This position supports a hybrid work model and offers a...TaxHigh net worth- BCG Attorney Search is seeking an experienced mid-level Trusts and Estates Attorney to join a Bonita Springs, FL firm. The attorney will handle high-net-worth estates, collaborate with clients on planning strategies, and prepare wills and various trusts while ensuring...High net worth
$95.5k - $195.4k
...investment and estate planning vehicles... ...are seeking a Tax Manager with... ...estate, gift, and trust tax planning... ...compliance to advise clients, manage... ...Expertise: Deliver high‑level tax consulting... ...ultra‑high‑net‑worth clients.... ...and mentorship. Hybrid Work Environment...TaxHigh net worthWork at officeLocal areaRemote work- ...and Tallahassee, Florida | Hybrid or In-Office We are partnering... ...of national firms, seeking Trusts & Estates Attorneys (2-12 years) to... ...Attorneys in this group advise high?net?worth individuals and families on... ...strategies, including trusts, tax planning, succession...TaxHigh net worthPrivate practiceWork at office
- Senior Accountant Are you an experienced accountant... ...can manage your own clients and play an important... ...portfolio, deliver high-quality accounts and tax work and help support... ...services while acting as a trusted adviser to your... ...approach to flexible and hybrid working A focus on...SeniorTaxPermanent employmentTemporary workFlexible hours
$74.6k - $124.4k
...are seeking an experienced Estate Settlement Administrator to... ...of estate administration for high‑net‑worth clients (typically $3MM+ estates). This... ..., review income and estate tax returns, review accounting,... ...partners Collaboration with Trust Officers on interim trust...TaxHigh net worthFull timeWork experience placementInterim roleWork at office- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...and consulting engagements for high-net-worth individuals, families, and their... ...tax returns for individuals, trusts, estates, and closely held businesses. Provide...SeniorTaxHigh net worthFull timeWork at officeLocal area
- ...seeking a Financial Planning Strategist / Relationship Manager to support our Private Client division. The role emphasizes delivering sophisticated, tax-aware planning for high-net-worth individuals and families, with a focus on existing client relationships rather than...SeniorTaxHigh net worth
- ...wealth management team in New York. This role involves preparing personal and fiduciary income tax returns and providing strategic tax advisory services for high-net-worth clients. The ideal candidate will have a Bachelor's in Accounting, 5-7 years of relevant experience,...SeniorTaxHigh net worth
$140k - $220k
...or Boca Raton | Hybrid | $140,000 - $2... ...Not just with clients, but with employees... .... People are trusted to do their... ...ll be joining a highly respected Private... ...with high net worth individuals, families... ..., trusts, estates, and family offices... ...complex tax matters, wealth...TaxHigh net worthWork from homeFlexible hours- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorTaxHigh net worth
- ...Director in New York to drive growth across its Tax, Assurance, and Advisory practices. This senior role focuses on developing client relationships and identifying new business... ...ability to communicate effectively with high-net-worth clients and their advisors. #J-18808-...SeniorTaxHigh net worth
- Neil Jesani Advisors, Inc. is a boutique tax and accounting firm seeking a Tax or Estate Planning professional to join the team. This role focuses... ...sophisticated tax and estate planning strategies for high-net-worth clients, while supporting the continued growth of the...TaxHigh net worth
- ## Senior Private Wealth Trust OfficerApplylocations: Saint Petersburg,... ...varying complexity for high-net-worth and ultra-high-net-worth clients. Leads defined work or... ...Participates in the income tax planning and... ...Advisor inquiries regarding estate planning, trust...SeniorTaxHigh net worthWork experience placementWork at office
- ...Consulting Services, LLC is seeking a Senior Accountant for a full-time hybrid role based in Coral Springs, FL,... ...statement prep, GL reconciliations, and tax reporting. CPA or accounting... ...accurate financials for our diverse client base, offering competitive benefits...SeniorTaxFull timeRemote workTrial period
- ...firm seeks an experienced mid-level Trusts and Estates Attorney to join their team in Bonita... ..., working directly with high-net-worth clients. Duties Develop estate preservation... ...compensation and benefits package. Hybrid (partially remote) work schedule. #J...High net worthRemote work
$100k
...®) to conduct in-depth assessments and develop strategic financial plans for high-net-worth clients. The ideal candidate will have expertise in investment management, tax strategy, and estate planning, alongside proficiency in financial planning software. This full-time...SeniorTaxHigh net worthFull time- About the job Tax Manager/Tax Senior Manager Our client is seeking a highly skilled and motivated individual for a hybrid CPA, Tax Manager/Tax Senior Manager... ...tax planning, research, estate and gift taxes, business... ...in estate and trust tax is preferred Conduct...SeniorTaxRemote work
$140k - $270k
...EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are... ..., while providing clients with exceptional services... ...not only provide trusted and innovative tax... ...fulfilling way. A hybrid between a general... ..., as well as high net worth individuals, family...SeniorTaxHigh net worthWork at officeLocal area- ...Overview A law firm seeks a Real Estate and Estate Planning Associate... ...real estate transactions for high-net-worth clients, focusing on private client... ...transfer strategies and tax‑efficient structuring. Advise private clients and trusts on real estate acquisitions,...TaxHigh net worth
- ...Advisors, Inc., a boutique tax and accounting firm, is seeking a Tax or Estate Planning Attorney to... ...to work closely with high-net-worth clients on sophisticated tax... ...federal and state tax laws, trust structures, and estate... ...partners, CPAs, and senior team members on...TaxHigh net worth
- VCG Attorney Recruiting is looking for Trusts & Estates Attorneys in Florida with 2-12 years... .... The role involves advising high-net-worth clients on estate planning and implementing advanced... ...opportunities for professional growth in a hybrid or in-office setting. #J-18808-...High net worthWork at office
- The LifeWealth Group is seeking a CPA responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients. This role involves partnering with wealth advisors to deliver proactive tax strategies. Successful candidates will...SeniorTaxHigh net worth
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...SeniorHigh net worth
- ...currently conducting a highly selective search on behalf... ...recognized private client practice seeking to add an International Estate Planning Attorney with at... ...with foreign assets on tax-efficient ownership and... ...obligations relating to foreign trusts, investments, gifts, and...SeniorTaxPrivate practice
$300k
Job Description As a Senior Wealth Advisor on the... ...relationships with ultra-high-net-worth families, delivering... ...full scope of each client’s financial life.... ...go beyond portfolios—estate structures, tax strategy, and family... ...Concentrated positions Trust design Business succession...SeniorTaxHigh net worthWork at office
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