Private Wealth Tax Manager — Estate & Gift Planning Leader
Grant Thornton (US)
Grant Thornton is seeking a Private Wealth Services Tax Manager in the US to lead reviews of complex returns and provide income, estate, and gift tax planning for high net worth families and closely held businesses. You will collaborate with the Private Wealth Services Tax team to optimize return preparation and tax savings opportunities. You will mentor staff, manage multiple engagements, and engage in client communications to ensure quality, deadlines, and service excellence. #J-18808-Ljbffr Grant Thornton (US)
$100.35k - $205k
...Are you a leader and strategic thinker... ...their trusts, estates, family offices... ...solutions to complex tax issues? Do you... ...’s growing Private Wealth practice!... ...ll Do As a Tax Manager in our Private... ...corporations, estate, and gift work papers and... ...related to tax planning opportunities...PrivatePrivate practiceWork at officeLocal area$138k - $172.5k
As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Title:- Tax Manager - High Net Worth/Family Wealth Services Type:- Permanent/Direct-HireLocation: Open to any of the below locations; Charlotte... ...work of the tax team.ResponsibilitiesPerforming tax, gift and estate planning and compliance services for individuals, family...SuggestedPermanent employmentWork at officeFlexible hours
$100.35k - $205k
...and creative federal tax professional who... ...experience serving real estate owners and operators? Are you a leader who has a solid... ...practice as a Tax Manager. What You’ll Do Deloitte... ..., Real Estate Private Equity Funds, and real... ...and range from tax planning to tax compliance,...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week- ...Summary: As a HNW Tax Senior Manager , you work... ...responsible for planning, managing, reviewing... .... You serve as a leader within the practice... ...sophisticated tax and wealth planning matters,... ...understanding of estate, gift, and trust tax... ...office services and private foundation...PrivateWork at officeLocal area
- ...locations across the U.S., is seeking a HNW Tax Senior Manager in Charlotte to lead high net worth engagements. You will plan, review, and complete complex tax projects... ...and families, guiding teams and advising on estate, gift, and trust tax considerations, while...
$50 per hour
...fulfilling career.The Tax Advisor, Wealth Management will be responsible for... ...tax advisory and planning support for clients of BBH's Private Wealth Management group... ...plans to minimize overall estate and income taxes, with... .... Our long-tenured leaders are experts in their areas...PrivateFull timeWork at officeLocal area3 days per week$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base... ...consulting, advisory and tax planning firm is looking for a Trust &... ..., fiduciary, estate, and gift tax Structuring trust instruments to support wealth transfer goals and minimize...Immediate startRemote workRelocation- ...have complicated lives. Their tax advisor should be... ...for an experienced HNW Tax Manager to join a growing private client practice working with... ...returns Lead sophisticated tax planning engagements Advise clients on estate, gifting and wealth-transfer considerations Work...Private practice
- ...firm in Charlotte, North Carolina, is seeking a Junior Tax Manager specializing in trusts and estates. The ideal candidate will have at least 2 years of... ...license, and strong technical skills in tax compliance and planning. Key responsibilities include preparing complex tax...
- ...the autonomy to reach your goals.EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as...PrivateFull timeWork at officeLocal area
- Senior Tax Manager High Net Worth & Family WealthIf you... ...ready to lead complex estate and family wealth engagements and step into... ...sophisticated estate, gift, and generation-skipping transfer planning.Serve as the primary... ...next generation of firm leaders.Expand the firms HNW...Work at officeFlexible hours
$145k - $175k
...Senior High Net Worth Tax Manager A premier accounting... ...join its elite Family Wealth Services practice... ...role, you will lead a private client tax advisory division... ...individual, trust, gift, estate, and foundation tax documentation... ...proactive tax planning and quarterly...Work at officeLocal areaRemote workFlexible hours$100.35k - $205k
...strategic and creative federal tax professional who likes... ...What You’ll Do As a Tax Manager within the Business Tax... ...relevant for public and private companies and range from tax planning to tax compliance, controversy... ...employees to senior leaders, we believe there’s always...PrivateWork at officeLocal area- ...Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an... ...’s Private Wealth Management team, helping clients identify... ...holistically on wealth and estate planning, investments, banking, credit... ...management, estate planning, tax optimization, and retirement...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$160k - $180k
...Senior Tax ManagerCharlotte, North Carolina... ...Senior Tax Manager with a specialized... ...focus on trusts and estates. This role requires... ...estate tax compliance, planning, and consulting, and... ...trust, estate, and gift tax returns (Forms... ...public accounting, wealth management, or a specialized...Local area- ...Junior Tax ManagerWe are seeking a Junior Tax Manager with a specialized focus on trusts and estates. This role requires a hands-on... ...estate tax compliance, planning, and consulting,... ...trust, estate, and gift tax returns (Forms... ...public accounting, wealth management, or a specialized...Local area
$185k - $200k
...responsible for coordinating and managing the delivery of value-added... ...comprehensive, dynamic audit plan, and directs a team of audit professionals... ...4. Experience in Wealth Management including brokerage... ...accidental death and dismemberment, tax-preferred savings accounts,...Full timePart timeShift workDay shift$133k - $258k
...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...is currently seeking a Manager/Director - Transaction Tax... ...acquisitions and dispositions by private equity investor groups,... ...tax compliance, planning, and consulting services CPA...Private$157.2k
...Requirements The Private Client team helps... ...multigenerational families manage financial... ...that integrates wealth management, tax planning, and family... ...intersection of advanced estate and family... ...recognized thought leader in the Private Client... ...of inheritance, gift, income, and...Work at office$106.5k - $195.1k
...living your perfect career? EY Private Tax is a growing practice within... ...technically demanding tax planning and compliance projects around... ...opportunities to progress to senior manager. Your Key Responsibilities... ...Join us in our team‑led and leader‑enabled hybrid model. Our...PrivateWork experience placementSummer holidayFlexible hours- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...clients with specific needs including real estate private equity funds, public and private REITs,... ...from start to finish, including planning, executing, directing, and completing tax...PrivateFull timeLocal areaRemote work
$120k - $150k
...Tax ManagerLocation: Fully Onsite Salary: $120,000... ...seeking an experienced Tax Manager to lead tax strategy, compliance, and planning efforts. This is more... ...of public accounting and private industry.Strong expertise... ...financial and non-financial leaders.Creative, strategic...PrivateLocal area- CLA in Charlotte, NC is seeking a Manager/Director in Transaction Tax to lead complex tax engagements for acquisitions and dispositions, mentor team... ...spearhead due diligence and strategize on structuring with private equity groups and strategic buyers. Collaborate with...Private
$99k - $266k
...Tax Compliance Manager At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate... ...to meet the unique needs of private companies and their owners, thriving...PrivateContract work- EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice. This role focuses on managing client engagements end-to... ...background with affordable housing clients. You will work with real estate private equity funds, REITs, and family offices, driving quality...Private
- Tax Senior Manager – Private Equity - Charlotte, NC Who: A seasoned tax professional with 7+ years of... ...-level tax strategy, mentor future leaders, and contribute to the continued growth... ...workflow, and ensure proper planning to meet client expectations. - Deliver...PrivateFull timePrivate practiceWork at officeImmediate start
$125k
...benefits Job Overview - Partnership Income Tax Manager - 32501 Position Summary Prestigious... ...new role leads all tax compliance, tax planning, and tax structuring for the company’s investment... ...compliance process for all entities (Private Funds and Management Company), ensuring...Private$150k
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate... ..., and mentoring the next generation of leaders. You are expected to be a guardian of PwC...H1b- ...Description Job Description The Manager, Corporate Real Estate serves as a strategic... .... ~ Drive strategic planning, leadership alignment, and... ...with local business leaders and oversee the real estate... ...Lincoln") is one of the largest private real estate firms in the...PrivateHourly payH1bWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
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