Tax Manager, High Net Worth & Estate Planning
Plante Moran
Plante Moran is seeking an experienced tax manager to oversee tax planning processes and manage teams in Wakefield, Massachusetts. This role requires a minimum of 5 years in public accounting, a CPA license, and expertise with high net worth individuals and various corporate entities. The candidate will be involved in preparing tax returns and mentoring junior staff while maintaining client relationships. A robust benefits package and flexible work hours are included. #J-18808-Ljbffr
$155k
...the complex Private Client tax work you enjoy? Join a leading Investment Management firm in Boston where you'... ...advising on sophisticated High Net Worth individuals, trusts, estates, and family office structures... ...professionals, estate planning attorneys, and relationship...High net worthWork at office$149.04k - $162k
Job Description As the Private Wealth Services Tax 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...High net worthLocal area$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base +... ...established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate... ...to take ownership of a complex, high-net-worth client portfolio. This is a fully remote...High net worthImmediate startRemote workRelocation- ...The company is seeking a Tax Director with 7-10 years... ...compliance with tax statutes, managing tax returns, and... ...variety of clients, including high-net-worth individuals, estates, and trusts , and requires... ...Key Responsibilities Tax Planning & Compliance : Provide...High net worthRemote work
- ...Responsibilities Manage the client’s tax compliance needs Anticipate tax and business issues Recognize tax planning opportunities Solve problems for middle‑market clients Manage... ...review of complex returns Build and serve high net‑worth clients Requirements Bachelor’s degree...High net worth
- ...Tax Senior Associate At EisnerAmper, we look for... ...the flexibility to manage your days in support of... ...For: Coordinate, plan, and supervise multiple... ...for individuals, trust/estates, and or entities... ...closely held businesses and high net worth individuals with the solutions...High net worthTemporary workLocal area
£65k - £75k per year
...Corporate Tax Senior Manager Cambridge £65,000 - £75,000 We are looking for an experienced CTA‑qualified Corporate Tax Manager or... ...global network or outside it) Capital tax reviews and planning for high net‑worth individuals relating to corporate share ownership in complex...High net worthWork from homeOverseasFlexible hours3 days per week$170k - $220k
...Senior Tax Manager – Boston, MA WS Advisors is seeking a driven and growth... ..., and practice growth. This high‑visibility position is... ...to private businesses, high‑net‑worth individuals, and families. Responsibilities... .... Provide sophisticated tax planning and advisory services with a...High net worth$120k - $145k
...Tax Manager $120,000 - $145,000 per year | Burlington, MA | On-Site | Permanent Tax Manager... ...will oversee the organization's tax planning and compliance, optimize tax strategies... ...related to 1031 exchanges, S Corps, and high net worth individuals. Conduct complex tax research...High net worthPermanent employmentWork at officeLocal area- A consulting firm is seeking a Tax Director to join their team remotely. The... ...policies, ensuring compliance, and managing tax returns. Strong leadership and excellent... ...This position involves working with high-net-worth individuals, estates, and trusts, offering an opportunity...High net worthRemote work
- ...Shuffain is seeking a skilled and motivated Tax Manager to lead and manage multiple client engagements... ...as a trusted advisor to private businesses, high-net-worth individuals, and families, providing strategic tax planning, technical expertise, and practical business...High net worth
$106.06k - $159.14k
...BNN) is a top 100 tax, assurance, and advisory... ...for you. Tax Managers are responsible... ...Requirements Dedicated to high-caliber client... ...compliance and planning at both the federal... ...individuals, trusts, and estates. Responsible for... ...services to high net worth individuals and...High net worthCasual workWork at officeFlexible hours$220k - $250k
...is seeking a mid-level Trusts & Estates Associate to join their Private... ...in sophisticated estate planning and estate/trust administration, working with high-net-worth clients. Salary ranges from $22... ...in complex wealth transfer and tax planning matters. #J-18808-Ljbffr...High net worth- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services... ...and analyzing financial, gift, estate, and income tax issues for high net‑worth individuals and related... ...technical topics, and working on tax planning goals. Based in Westwood, MA, this...High net worthPrivate practiceLocal areaFlexible hours
- ...Tax Manager At EisnerAmper, we look for individuals who welcome... ...Responsible For: Leading, planning and supervising multiple... ...returns for individuals, trust/estates, and or entities... ...closely held businesses and high net worth individuals with the solutions...High net worthTemporary workLocal area
$85k - $157.5k
...year, with a clear growth plan? If you answered... ...judgements, and orders for a high volume of cases... ...assets, including real estate, when necessary during divorce proceedings Manage a full docket of divorce... ...involvement, and high-net-worth divorces/business valuations...High net worthWork at officeLocal area$122.5k - $215.9k
...advisory, assurance and tax services to our... ...seeking a Senior Tax Manager to support our Boston... ...issues, and recognize tax planning opportunities. Candidates... ...manufacturing, real estate and construction, professional... ...Build and serve our high net-worth individual clients...High net worthWork experience placementWork at officeLocal area2 days per week3 days per week$112k - $150k
...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial structures... ...in all aspects of estate, income, gift, and trust... ...retirement, and life insurance planning. A Tax Manager, Private Client...High net worthPrivate practiceWork at office$120k - $145k
...Tax Manager KLR is one of the largest full-service CPA and business... ...consulting services to our high net worth clients as well as managing,... ...: Technical planning and advising of clients that... ...commercial value. Manage multiple Estate, Gift and Fiduciary client...High net worthFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$73.5k - $212.28k
...20% At PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy.... ...planning and compliance services to high-net-worth individuals and privately-... ...'s unique strengths, and managing performance to deliver on client...High net worthFull timeH1bWork at officeRemote work- ...is seeking an experienced Senior Expatriate Tax Advisor in Boston to lead equity reporting, sign U.S. tax returns for high‑net‑worth clients and expatriates, and deliver comprehensive expatriate tax advisory including planning, equalization, and cost projections. You...High net worthRelocation
$115k - $175k
...Description Job Description Tax Manager - Enterprise Group Reports To... ...Specialize in Personal, Trust, Estate, and Gift tax filings, serving high-net-worth individuals and their families,... ...Effectively develops and communicates tax planning and accounting concepts to...High net worthWork at officeRemote workFlexible hours$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well... ...owners on complex estate planning and wealth preservation strategies... ...Advise clients on estate, tax, and wealth transfer...High net worthPrivate practice- ...EisnerAmper is seeking a Tax Manager in our Affordable... ...needs including real estate private equity funds,... ...opportunity to join a high-performing, high-growth... ...to finish, including planning, executing, directing,... ...companies, as well as high net worth individuals, family...High net worthLocal area
- ...Job Description Tax Accountant A Top CPA firm in the area is looking to... ...Corporate, partnership, individual & trust/estate returns and would also be able to prepare... ...be proactive in working with clients on planning and advising. Will work direct with...Full time
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects while managing diverse teams. In this hybrid role, you'll provide advisory services across real estate, hospitality, and construction sectors. The ideal candidate will possess...
- ...the Private Client Tax Director, you will... ...with tax‑planning initiatives for individual... ...related tasks. Project management: efficiently... ...while delivering high‑quality outcomes.... ...primarily focused on high‑net‑worth individuals,... ...Experience with Gift, Estate, and Trust tax...High net worthWork at office
$170k - $200k
...available. If you have a strong tax background, take initiative, and... ...Responsibilities Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep... ...leadership to structure and manage a variety of client engagements...High net worthLocal areaImmediate start$106.06k - $159.14k
A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...High net worthFlexible hours- ## Wealth Strategist: High Net Worth Estate & Business PlanningPostulerremote... ...financial, trust and estate planning services as well as identifying... ...services (i.e., investment management, lending and banking) that... ...planning (e.g., retirement, tax, estate planning, other) inquiries...High net worthTemporary workWork at officeLocal areaWork from homeFlexible hours
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