HNW Tax Managing Director: Estate & Gift Planning Leader
Jobleads-US
Jobtailor in San Francisco seeks an experienced tax planning and consulting leader to serve high-net-worth individuals, multi-generational families, and their investment entities. You will oversee complex return reviews and lead multiple engagements focused on proactive tax planning and strategic consulting.
The role requires an undergraduate degree in accounting or law, a CPA or JD, and 8+ years in tax planning with 4+ years of supervisory experience, delivering exceptional client service.
#J-18808-Ljbffr Jobleads-US- ...entities Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and...High net worth
$201.81k - $382.6k
## High Net Worth Tax Managing DirectorApplylocations... ...Worth Tax Managing Director**! Our private wealth... ...and family offices, estates and trusts in managing... ..., trust, estate and gift tax, succession planning, valuation and... ...required* Experience as a leader in a public...High net worthPrivate practiceLocal areaWorldwide- A respected advisory and accounting firm in San Francisco is seeking an experienced Tax Director to lead tax planning for high-net-worth individuals and complex entities. The ideal candidate will have over 10 years in public accounting, expertise in various tax strategies...High net worth
- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area... ...enjoy working in fiduciary tax, estate planning, and trust structures and want to... ...0% confidential . Joey Wieger Director of Recruiting (***) ***-**** Joey@...High net worthPrivate practiceWork at officeRemote workFlexible hours
$135k - $230k
...Description:Withum’s Tax Services Group is made... ...services. This Tax Senior Manager role will be based out... ...CPAs and industry leaders. In this position, you... ...tax engagements, from planning to completion, to include... ..., fiduciary, gift and estate and other tax returns,...High net worthFull timeLocal area$250k
...Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional... ...over resources, policy formulation and planning. Primarily affects a sub-function.... ...Banking Regional Head, and with other product leaders in Investments and beyond, is essential....High net worthFull timeTemporary work- Job Summary:The Senior Tax Manager is responsible for... ...Job Duties:Performs tax planning, preparation and research... ..., which may include estates, trusts and charitable... ...personal income, estate and gift tax and wealth... ...find meaningful work, leaders invested in your success...High net worthWork at office
$95k - $160k
...Description:Withum’s Tax Services Group is made... ...known CPAs and industry leaders. In this position, you... ...tax engagements, from planning to completion, to... ...individual, fiduciary, gift and estate and other tax returns,... ...as a trusted advisor, managing client relationships through...High net worthFull timeLocal area$180k - $220k
...questions that lead to innovation. As a Tax Director within PCS, you will be... ...The PCS Tax Director leads tax planning and compliance services for high... ...on complex tax issues, including estate, gift, and trust taxation. The director manages client relationships, ensuring exceptional...High net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- ...Tax Supervisor Profitable regional CPA firm seeks a Tax Supervisor... ...in client meetings and tax planning efforts to assist the Auditing... ...for clients the Tax Manager works directly with or clients... ...international tax compliance forms for HNW individuals, passthrough...High net worth
$112k - $150k
...other people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is... ...’ll find meaningful work, leaders invested in your success,...High net worthPrivate practiceWork at office$250k
...distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They... ...of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross...High net worthFull timeLocal area$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual tax compliance... ...? If so, this Tax Delivery Manager role in Global Employer Services... ...for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post-filing).Drive workflow...High net worthWork at officeLocal area$150k - $300k
100% Remote Senior Tax Manager / 300k / CPA Salary: $150,000 - $300,0... ...providing audit, accounting, and tax planning and compliance services to... ...background in tax review, estate planning, and business... ...complex income, estate, and gift tax returns. Mentor and coach...High net worthRemote jobPermanent employmentFlexible hours- We’re seeking a Tax Director to lead and grow the Bay Area tax practice for a progressive, growth-focused accounting group that’s redefining... ...on complex matters such as structuring, transactions, and planning opportunities Collaborate with partner firms to unify processes...High net worthLocal area
$65k - $90k
...both the private and public sectors. The team's work spans gift and estate tax planning, financial reporting, transaction advisory, lender and SBA... ...development path from Associate to Senior Associate to Manager, with hands-on mentorship from experienced partners and principals...High net worthWork at officeLocal area$112k - $150k
...well as other people with complicated tax and financial structures. The... ...Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and... ...flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible...High net worthPrivate practiceWork at office$207.9k - $283.2k
...help you succeed. This Managing Director role is responsible... ...is a proven valuation leader with a strong... ...control, and strategic planning. Drive new business development... ...financial reporting, tax planning, transaction... ..., 409A/ASC 718, gift and estate tax, mergers and acquisitions...Full timeContract workLocal areaFlexible hours- Nurix Therapeutics is seeking a Senior Director of Clinical Data Management to lead data strategy and delivery across studies. This role requires deep... ..., standards compliance (CDASH/CDISC/GCDMP), and budget planning, while maintaining strong vendor relationships and delivering...
- ...healthcare executive to serve as Enterprise Leader for Perioperative Transformation, a... ...perioperative leadership to shape long-range planning, optimize organizational structures, and... ...techniques; human resources and risk management planning; accounting and payroll Master...
- ...to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS... ...industryYou will have the flexibility to manage your days in support of our commitment... ...in individual, fiduciary, estate and gift taxationPreferred/Desired Qualifications...High net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
$150k
...SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement... ...SummaryThe OpportunityAs a Tax Director - Global Information Reporting... ...mentoring the next generation of leaders, all while maximizing client... ...Responsibilities- Leading strategic tax planning and compliance initiatives to...Full timeH1b$215k - $390k
...the U.S. State and Local Tax (SALT) Practice of our... ...attorneys provide tax planning and advice to clients,... ...; fund formation; real estate investment/financing; finance... ..., we counsel senior management and business owners on... ...income, estate, gift, and wealth transfer matters...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours$100.35k - $205k
...strategic and creative federal tax professional who likes... ...experience serving real estate owners and operators? Are you a leader who has a solid... ...Services Tax practice as a Tax Manager. What You’ll Do Deloitte... ...companies and range from tax planning to tax compliance,...Work at officeLocal areaWorldwide2 days per week3 days per week$133.1k - $295.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...global private equity real estate investments, including with respect... ...process and other risk management activities; lead teams of tax... ...acquisitions and/or federal tax planning at a law firm or accounting...Local area$144.38k - $159.67k
...Managing Director of External Affairs – California (Bay Area) Position : Managing... ...and executing a strong plan to engage prospects and donors... ...OneGoal, when needed, in major gift prospect/donor meetings,... ...what it means to be a culture leader and embody our core values Serving...Temporary workWork at officeLocal area$85k - $121k
...Francisco Bay AreaTax - Flowthrough Tax /Full-time /HybridBPM - where... ...tax research, and support planning initiatives for a diverse... ...will collaborate closely with managers and partners to address complex... ...flow-through clients in the Real-Estate, Crypto Currency, Venture Capital...High net worthFull timeSummer workWork at officeLocal areaRemote workFlexible hours$91k - $321.5k
...ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...High net worthFull timeH1bRemote work- ...comprehensive wealth management and investment... ...Wealth Advisor, Managing Director. Our Wealth Advisors... ...and financial planning guidance through phone... ...management, financial, estate planning, and/or tax related work ~ Demonstrated... ...with senior leaders and high-net worth...High net worthLive inWork at officeLocal areaImmediate start
$140k - $200k
Morgan Stanley Wealth Management provides holistic financial... ..., our Financial Planning Directors empower Financial Advisors... ...for high-net-worth (HNW) and ultra-high-net-... ...planning topics - including tax mitigation strategies,... ...giving, trust and estate planning, and equity...High net worthTemporary workLocal area
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