Senior Private Client Tax Director (Estate, Gift & Trust)
Armanino
A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws. Candidates should have a Bachelor's in Accounting, at least 8 years of taxation experience, and qualifications to practice before the IRS. The company offers a robust benefits package, including generous PTO and flexible work arrangements. #J-18808-Ljbffr
- ...Responsibilities*** Perform technical reviews of tax returns for high-net-worth individuals,... ...businesses (pass through entities), trust, estate, and gift tax returns.* Provide consultation on... ...engagements and workflow of multiple clients and related deliverables to minimize...Private clientContract workLocal areaFlexible hours
$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible... ...services to business clients with pass through... ...returns, which may include estates, trusts and charitable... ...personal income, estate and gift tax and wealth... ...or public accounting, private industry accounting or...SeniorPrivate clientWork at office$146k - $200k
...Tax Senior Manager, Private Client Services Job Description Job Summary: Private Client Services at BDO is a boutique practice within... ...Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and...SeniorPrivate clientPrivate practiceWork at office- ...A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients, supervising associates, and ensuring compliance with tax regulations. Ideal candidates will...SeniorPrivate client
- A leading tax and advisory firm in Dallas is seeking a Tax Senior Manager for their Private Client Services. The role requires management of tax compliance for high-net-worth clients, with responsibilities including engaging with clients, reviewing complex tax documents...SeniorPrivate client
$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing... ...Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand... ...us - taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join...SeniorPart timeLocal areaRemote workFlexible hours- IMA Financial Group, Inc. in Dallas, Texas is seeking a leader for Personal Lines Claims. This role includes managing claim resolutions and team oversight while ensuring adherence to company values. The ideal candidate will have 5-10 years of Claim experience and strong...SeniorPrivate client
$150k - $200k
Korn Ferry has partnered with our client on their search for a Senior Tax Manager - Private Equity & High-Net-Worth Clients (... ...on evolving regulations Develop estate, wealth transfer, and entity... ...Strong technical background in HNW, trusts, estates, partnerships, and multi...SeniorPrivate clientWork at officeRemote workMonday to FridayFlexible hours$141k - $290k
...Tax Senior Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ..., privately owned business, investment partnerships, estates, and trusts Additionally, the following qualifications are preferred...SeniorPrivate clientImmediate startFlexible hours- ...strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood'... ...ABOUT THE ROLE The Senior Trust Operations Analyst is... ...account processes and annual tax reporting (1099's 5498's, tax...SeniorPrivate clientTemporary workWork at officeImmediate startVisa sponsorshipFlexible hours
$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses ~ Familiarity with...SeniorPrivate clientWork at officeFlexible hours- ...ITTS - International Corporate Tax Advisory Senior Manager - FY26 Location: San Jose Other... ...competencies focused on advising corporate and private equity clients on all aspects of their capital... ..., who will be viewed by clients as trusted business advisors. Your key...SeniorPrivate clientWork experience placement
- ...of the world's top tax firms. Enjoy a... ...helping high-profile clients understand, analyze... ...seeking a Senior Manager to join our... ...in growing KPMG's private client tax practice... ...worth individual, trust and estate clients Review... ...individual income tax, gift, estate, and trust...SeniorPrivate clientPrivate practiceWork at officeLocal area
$120 - $150 per hour
...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to join their Private Client Services team. This role involves reviewing complex tax returns and providing tax planning for high-net-worth clients. You will work remotely from anywhere in the United States...SeniorPrivate clientHourly paySeasonal workRemote work$98k - $127.06k
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants...Senior- ...goals. We are seeking a Tax Director to join our team, with... ...tax, particularly private foundations. This is a... ...'s private foundation client base by delivering deep... ...-facing partners, and senior stakeholders to deliver... ...doesn't only provide trusted and innovative tax solutions...Private clientWork at officeLocal area
$106.5k - $195.1k
...side with a range of clients from our most venerable... ..., Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the... ...FSO team! Private Tax is a growing practice... ...confidence to challenge senior colleagues and stakeholders...Private clientWork experience placementSummer holidayImmediate startFlexible hours- ...Transaction Tax Senior Manager Weaver is a full-service national accounting, advisory and consulting firm with... ...to join our growing firm. The team at Weaver helps private equity, strategic, and founder-owned clients identify potential tax exposures and understand key...SeniorPrivate clientLocal areaFlexible hours
- ...Tax Senior Manager - High-net-worth Bennett Thrasher is one of the... ...members, manage engagements, and client communications. Key... ...tax returns for individuals, trusts, and related entities. Ensure... ...worth clients, including income, estate, gift, and investment taxation...SeniorLocal area
$125k - $250k
...of various federal income tax issues, including real estate tax, partnerships, REITs,... ...workpapers and tax returns for clients in the real estate... ...estate, REITs, real estate private equity, and debt fund clients... ...working with Delaware Statutory Trusts * Strong analytical and...SeniorLocal area- ...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...~ Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications...SeniorPrivate clientTemporary workLocal area
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit &...Senior
- ...Fifth Third Bank seeks a Wealth Management Advisor II located in Dallas, Texas, to serve as a trusted advisor and coordinate services for Private Bank clients. You will build and manage client relationships while driving revenue through strategic planning. This role necessitates...SeniorPrivate client
- Storgate is seeking a Senior Tax Advisor to join our family office... ...attorneys. What You’ll Do Advise client families and family offices... ...income tax matters Support trust, estate, and fiduciary structures... ..., liquidity events, and private investment structures Collaborate...SeniorPrivate clientWork at office
- ...expertise, and make a real impact. The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client... ..., their personal tax returns, trust returns, and gift & estate planning Privately held businesses, including partnerships...SeniorContract work
- ...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...Local Tax (SALT) practice, Directors oversee the efforts of... ...with the Commercial and Private Client Services in...Private clientFull timeWork experience placementH1bLocal areaWork visa
$124k - $335k
...Management Specialism Industry Tax Practice Management Level Senior Manager Job Description... ...opportunity to help our clients meet their tax obligations... ...and stakeholders to build trust. * Uphold the firm's code... ...As part of the Real Estate team you are expected to provide...SeniorH1bLocal areaOverseas- ...Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader... ...and banking services including trusts and estates, loans, mortgages and deposits. J.P.... ...alternative asset managers for the Global Private Bank, and advising clients on allocations...SeniorPrivate client
- ...side with a range of clients from venerable institutions... ..., Insurance, Real Estate, Hospitality, and Construction... ...institutions are trusted and flourish, and the... ...dynamic FSO team! Private Tax is a growing practice... ...confidence to challenge senior colleagues and stakeholders...Private clientWork experience placementImmediate startFlexible hours
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