Hybrid HNWI Tax Senior - Estates & Trusts
Advantage Group
Advantage Group in the Concord/Pleasant Hill/Walnut Creek area seeks a tax professional to lead high net worth planning initiatives. You will review complex returns and advise clients among a collaborative team with partners and senior accountants. The role offers hybrid/remote options, real career growth, and competitive compensation with focus on Trusts & Estates and Gift/Estate tax for HNWI clients. #J-18808-Ljbffr Advantage Group
- ...competitive compensation. Remote and hybrid roles are available and they hire... .... It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along... ...collaborating with partners, clients and senior accountants to identify, explain,...SeniorTaxHigh net worthRemote work
$115k - $125k
Trust & Estates Associate Location: Concord, NH (Hybrid Schedule)Salary: $115K-$125K baseA well-established New Hampshire law practice is seeking a Trusts & Estates... ...of estate planning, trust administration, probate, tax, and wealth transfer matters.ResponsibilitiesAdvise...TaxHigh net worth- ...Area specializing in senior and executive level... ...be integral to the tax planning of individuals, trusts and businesses and will... ...Individual, Gift/Estate& Trust Tax Has performed... ...Estate & Trust and HNWI tax Is an... ...guidelines. Remote and hybrid roles are available...TaxHigh net worthRemote work
$245k - $255k
...years of experience to join their hybrid team. This Attorney will have experience with estate planning, trust administration, and wealth... ...understanding of estate and gift tax concepts, including taxable... ...and work collaboratively with senior attorneysResponsibilities: Draft...Tax$170k - $210k
...investment management, business management, tax, estate, insurance, and more, all managed by a... ...and wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening relationships... ...through Friday.Working Conditions: Hybrid schedule with a combination of remote...SeniorTaxHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Job Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible... ...California office locations Hybrid flexibility as the standard Fully... ...autonomy over schedule Clear path to Senior Manager / leadership roles...TaxHigh net worthPrivate practiceWork at officeRemote workFlexible hours
$110k - $130k
...work that is complete the first time? If so, you may be the Senior Trust & Estate Paralegal we're looking for. Burrey Law Group, Inc. is a boutique... .... Bachelor's degree. Familiarity with fiduciary income tax and estate tax returns (Forms 1041, 1040, 709, and 706)....SeniorTaxFull time$135k - $230k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Private Client services. This Tax Senior Manager role will be based out... ..., fiduciary, gift and estate and other tax returns, ensuring... ...and tech executivesServing as a trusted advisor, managing client relationships...SeniorTaxHigh net worthFull timeLocal area$130k - $140k
Walnut Creek, California (hybrid)Actively seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience with Lacerte or similar... ...open to considering Experienced Staff/Seniors (prep and review) with advisory experience...TaxHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hours$98k - $128.69k
...Corporate Tax Senior Associate Have you seen the headlines that Moss Adams and Baker Tilly... ...you serve You can see yourself as a trusted business advisor, working face-to-face... ...In Santa Rosa, CA: pay rate range is $85,500 to $108,420 #LI-MS1 #hybrid Baker TillySeniorTaxHigh net worthLocal area$90k - $111k
...Novogradac & Company LLP is seeking a Senior Accountant in Walnut Creek, California. The role involves managing various tax assignments, supervising staff, and fostering client... ...package. Flexible working hours and remote/hybrid options are available. #J-18808-Ljbffr...SeniorTaxRemote workFlexible hours$170k - $210k
...investment management, business management, tax, estate, insurance, and more, all managed by a... ...management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships... ...through Friday. Working Conditions: Hybrid schedule with a combination of remote...SeniorTaxHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Concord/Pleasant Hill/Walnut Creek area is seeking a skilled tax professional for a hybrid role. You will apply tax expertise and accounting... ...while advising clients and collaborating with partners and senior staff to resolve issues. The ideal candidate has 3+ years...SeniorTax
$110k - $210k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...tax returns prepares by tax staff and/or seniors for accuracy Researching and drafting memorandum...TaxFull timeWork at officeLocal areaRemote work- ...in Walnut Creek specializing in tax and consulting services for a variety... .... Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies... ...throughout the year. As a Tax Senior Associate you will be responsible...SeniorTaxHigh net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- ...designation, and 7+ years of relevant experience. The role includes onboarding and servicing clients, emphasizing long-term investment and estate planning. Competitive salary, benefits, and potential revenue share offered, allowing for unlimited income potential. #J-18808-...SeniorTax
- ...Tax Manager Just one year ago, Moss Adams and Baker Tilly merged... ...a Tax Manager with our Real Estate group, working from NorCal and... ...You can see yourself as a trusted business advisor, working face... ...In CA, pay rate range is: $112, 500 to $172, 950 #LI-MS #hybrid...TaxLocal area
$120k - $160k
Associate Attorney - Trusts & Estates Litigation An established trusts and estates practice in Walnut Creek is seeking an Associate Attorney to support a growing litigation team handling sophisticated trust, estate, and probate matters. This opportunity is ideal for an...$98k - $128.69k
Responsibilities Be a trusted member of the engagement team providing various tax compliance and consulting services to middle market corporate clients. Provide tax compliance and advisory services to c‑corporations, s‑corporations, and partnerships ranging from middle...SeniorTaxHigh net worthWork at officeLocal area- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...TaxRemote job
$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic...SeniorTaxHigh net worthPrivate practiceWork at office$79k - $153k
...range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning Partnering with the Advisor and implementing a...SeniorTaxHigh net worthFull time$85k - $110k
...Job Description Tax Senior A Top CPA firm in the area is looking to add an Tax Senior to their team. This stable and growing firm offers their clients valuable knowledge and expertise in tax. Applicants must be legally authorized to work in the...SeniorTaxHigh net worth- ...communications for high-complexity, low-volume books. As a technical resource and strategic partner to clients and producers, you will navigate complex accounts in real estate and development sectors and document everything accurately using #J-18808-Ljbffr The Misch GroupSenior
- Burrey Law Group, Inc. seeks an experienced Senior Trust & Estate Paralegal to independently manage probate, trust administration, and estate planning matters from inception to completion. You will prepare petitions, review documents, and coordinate with clients, financial...Senior
- ...Armanino seeks an experienced real estate valuation professional to manage and deliver appraisal engagements for financial reporting, tax compliance, and transactions. You will lead valuation analyses using income, cost, and market approaches, review third-party reports...SeniorTax
$106.25k - $125k
...investment management, business management, tax, estate, insurance, and more, all managed by a... ...while providing leverage to the Senior Wealth Advisor and their existing book of... ...serve client’s needs. Working Conditions: Hybrid schedule with a combination of remote and...TaxHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review sophisticated tax strategies for high-net-worth individuals, families, and business owners, coordinating with advisors...SeniorTaxHigh net worth
$140k - $180k
We are seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team and support high-net-worth clients across the West Coast... ...tax strategies for high-net-worth clients while serving as a trusted partner on some of the firm's most complex relationships. This...SeniorTaxHigh net worthWork experience placementSummer workWork at officeWork visaFlexible hours- Steve CPA, Inc. in Walnut Creek, CA, seeks a Senior Tax Associate to manage client engagements from intake through delivery under the principal’s review. This hands-on role offers substantial autonomy and a clear path toward leadership as the firm scales, starting at ~...SeniorTaxRemote jobFull timeFlexible hours
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