Private Wealth Tax Manager: Estate & Gift Strategy
Grant Thornton International Ltd
A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and a CPA designation, with 6-10 years of relevant experience. Strong analytical, leadership, and client service skills are essential. The position offers a dynamic work environment with opportunities for professional growth. #J-18808-Ljbffr Grant Thornton International Ltd
- 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 with the resources...Private
$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...FSO team! EY’s FSO tax practice provides comprehensive... ...facets of hedge fund, private equity fund and mutual... ...issues, implement tax strategies aligned with client...PrivateWork experience placementSummer holidayLocal areaFlexible hours$145k - $175k
...Tax Manager - Real Estate About Walter Shuffain: Established in 1994, WS Advisors is a Boston... .... About Ascend: Backed by private equity from people-focused Alpine Investors... ...and ADS, and advise on cost recovery strategies Provide guidance on partner basis,...PrivateLocal area$145k - $175k
...skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate... ...across fiduciary, estate, gift, and individual matters.... ...gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and estate structures...Suggested$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting... ..., which may include estates, trusts and charitable... ...personal income, estate and gift tax and wealth retention strategies, as well as taxation of... .../or public accounting, private industry accounting or consulting...PrivateWork at office- TwinThread is seeking an experienced Private Banker in Boston, MA. This role requires... ...and necessary licenses. You will manage client relationships, generate business... ...results, and advise clients on their wealth management strategies. The ideal candidate has proven sales...Private
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ...solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and...Full timeH1bLocal areaOverseas$175k - $200k
...Tax Manager Massachusetts; New York; New York City About Man Group... ...and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major... ...Description The US Systematic Wealth team is looking to hire a Tax...PrivateTemporary workWork at officeLocal areaFlexible hours$100k - $170k
Tax Manager (Trust) Experience: Mid Level Salary: $100,0... ...compliance, trust and estate tax planning, and estate... ...into account their wealth and estate planning objectives... ...our clients' tax strategies are optimized and... ...commercial bank providing private banking, business...PrivateFlexible hours- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC,... ...guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate...Full timeH1b- A leading consulting firm is seeking a Tax Manager in Boston, MA, to assist in real estate assessment reviews and provide state and local tax consulting services. The ideal candidate will have a bachelor's degree and over 5 years of experience in property tax, valuation...Local area
- ...firm provides assurance, tax, and business advisory services to private and publicly-held... ...seeking a Senior Tax Manager to join our Private Client... ...Review complex estate (Form 706), gift (Form 709), and fiduciary... ...proposals, client expansion strategies, and cross-selling of...PrivateWork experience placementFlexible hours
$132.1k - $301.6k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...join our dynamic FSO team! Private Tax is a growing practice within... ...planning, and governance strategies. Navigating the unique challenges...PrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$124k - $335k
...to 20% A career within PwC Private will provide the opportunity... ...needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You'll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow management...PrivateFull timeH1b$150k - $190k
...a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing... ...for clients of BBH's Private Wealth Management group,... ...development of tax planning strategies to various internal and... ...plans to minimize overall estate and income taxes, with support...PrivateWork experience placementWork at officeLocal area3 days per week- A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six... ...licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted...Private
$99k - $266k
...to 20% A career within PwC Private will provide the opportunity... ...needs such as audit, tax compliance, and planning to... ...spent focusing on business strategy. You'll have the opportunity... ...team focus on key issues like wealth management, compliance, cash flow management...PrivateFull timeContract workH1b$127.7k - $269.3k
...DNA across our audit, tax, and consulting groups... ...accomplished Federal Tax Senior Manager to join our Lead Tax... ...to influence firm strategy while building long-... ..., and research on estate, gift, and trust planning matters... ...to public and private entities while also helping...PrivateLocal areaRemote workWorldwide$99k - $266k
PwC South Africa seeks a Manager in Boston specializing in Tax Services to lead teams, manage client accounts, and drive efficiency through digitization. With a Bachelor's Degree and 4 years of relevant experience, you will enhance team performance, ensure compliance, and...$95.4k - $180.4k
...increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from... ...the family office's strategy, governance, and... ..., investment operations, tax, technology, risk, and philanthropy... ...the asset management, private equity, or family office...PrivateTemporary workWork experience placementInternshipWork at officeLocal area- Citizens Bank in Boston is seeking a Finance Senior Manager to ensure financial integrity in the Private Wealth Management sector. This role involves developing... ...complex financial models and insights to guide business strategy, focusing on analysis and collaboration with...PrivateFlexible hours
$89k - $133k
...to use at your discretion, subject to manager approval. For example, you may choose to... ...marketing campaigns aligned with Global Private Wealth (GPW) fundraising priorities,... ...frameworks, and channel plans. Define audience strategies across global wealth segments, including...PrivateWork at officeRemote workHome office1 day per week$145k - $175k
...Shuffain is seeking a skilled and motivated Tax Manager to lead and manage multiple client... ...you will serve as a trusted advisor to private businesses, high-net-worth individuals,... ..., growth objectives and exit strategies Assist in the development and execution...Private- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...Private
$91k - $321.5k
...to 20% At PwC, our people in tax services focus on providing... ...tax planning, compliance, and strategy. These individuals help businesses... ...their tax positions. In private tax at PwC, you will focus on... ...the owners of PwC. As a Senior Manager you are expected to lead large...PrivateFull timeH1bRemote work$73.5k - $212.28k
...to 20% At PwC, our people in tax services focus on providing... ...tax planning, compliance, and strategy. These individuals help businesses... ...their tax positions. In private tax at PwC, you will focus on... ...member's unique strengths, and managing performance to deliver on client...PrivateFull timeH1bWork at officeRemote work- JPMorgan Chase & Co. is seeking a Private Banker to advise clients on building, preserving, and managing their wealth. This role requires 15+ years in Private Banking or Financial Services and a Bachelor's Degree. The Private Banker will work to maintain relationships,...Private
- ...career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy... ...in delivering comprehensive tax strategy, planning, and compliance services to esteemed... ...Financial Services, with expertise in private equity and/or hedge funds is required...PrivateWork experience placementRelocation package
$205k - $235k
...world. EY-Parthenon – Strategy & Execution – Deal... ...partner with CEOs, Boards, Private Equity and Governments... ...enables us to bring a wealth of deep sector and functional... ...and revenue cycle management platforms, AI, cloud, data... ...assurance, consulting, tax, strategy and...PrivateWork experience placementSummer holidayWork at officeFlexible hours
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