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
- ...#LI-Hybrid Our Real Estate practice is one of the... ...a range of accounting, tax, and advisory services... ...Collaborate closely with Managing Directors and Directors... ...REITs, family offices, private equity investors, and operating... ...services, improve tax strategies, and drive additional...PrivateLocal area
$145k - $175k
...Tax Manager - Real Estate About Walter Shuffain: Established in1994,WS Advisorsis a Boston-based... ...success. 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$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
- A global private markets firm is looking for a Vice President of Client Marketing to lead... ...pillar within the Global Private Wealth organization. Candidates should have over... ...includes developing targeted marketing strategies across various regions. #J-18808-Ljbffr...Private
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...and trust income tax. Understanding of estate and wealth planning. Research and develop effective tax planning strategies. Comfort with remote work in a virtual...PrivateHourly paySeasonal workRemote work- KPMG is seeking a Tax Manager/Tax Senior Manager to join the Business Tax Services practice.... ...and demonstrate your knowledge of real estate investment funds and REITs Direct teams... ...specific to real estate and real estate private equity funds Bachelor's degree from an...PrivateLocal area
$90 - $120 per hour
Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice... ...tax; Thorough understanding of estate and wealth planning; Experience researching tax... ...to develop effective tax planning strategies and translate complex data into client...PrivateHourly paySeasonal workRemote workFlexible hours$120 - $150 per hour
US Seasonal Tax-Private Tax- Senior Manager At EY, we’re all in to shape your future with confidence... ...tax A thorough understanding of estate and wealth planning Experience researching tax... ...to develop effective tax planning strategies and translate complex data from a...PrivateHourly paySeasonal workRemote workFlexible hours$100k - $170k
Job Title Permanent Tax Manager (HNW) Company Overview Our client... ...bank providing private banking, business banking, and wealth management services. Salary... ...tax compliance, trust and estate tax planning, and estate... ...our clients' tax strategies are optimized and compliant...PrivatePermanent employmentLocal areaFlexible hours$130k - $160k
...global alternative investment management firm focused on pursuing... ...multi-manager investment strategies are underpinned by deep... ...and span public and private markets, across all major... ...Description The US Systematic Wealth team is looking to hire a Tax Manager supporting Man's...PrivateTemporary workWork at officeLocal areaFlexible hours- 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
- 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
- The Goldman Sachs Group is seeking an Analyst for its Private Wealth Management (PWM) team in Boston, MA. This role involves strategic support for the PWM Region Head, managing various business metrics, and facilitating cross-functional initiatives. Candidates should possess...Private
- A prominent financial institution is seeking a Private Wealth Portfolio Manager to manage high-net-worth and institutional client portfolios. This... ...portfolio management services in compliance with firm strategies and client needs. Key responsibilities include rebalancing...PrivateFlexible hours
- ...is seeking a Senior Trust Advisor in Boston, MA who will manage and retain client accounts, ensuring strong client relationships... ...communication. This role includes responsibilities in estate planning, gifting, and tax matters. TD offers equal opportunity employment and...Private
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager... ...complex business issues from strategy to execution. PwC Professional skills... ...Opportunity As part of the Real Estate team you are expected to provide...H1bLocal areaOverseas$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
$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...Advanced training on trusts & estates, wealth planning, investment management... ...philosophies, and financial management strategies A focus on client service excellence...PrivateTemporary workFlexible 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$89k - $133k
Harbourvest Partners (U.K.) Limited is seeking a Senior Associate for its Private Wealth Client Marketing team in Boston. This hybrid role involves creating and executing coordinated marketing campaigns tailored to the Global Private Wealth market. The ideal candidate...Private$76k - $82k
Private Wealth Associate page is loaded## Private Wealth Associatelocations... ...**Bernstein Private Wealth Management is a premier investment... ...Advanced training on trusts & estates, wealth planning, investment... ...philosophies, and financial management strategies* A focus on client service...PrivateTemporary workFlexible hours- NextPhase Search seeks a Tax Specialist in Boston with 7-10+ years of experience in preparing complex tax returns. This role requires... ...and proficiency in relevant tax software. Join a reputable wealth management firm that prioritizes client relationships and offers a...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
$85k - $160k
A prestigious investment management firm in Boston is seeking a Business Development Professional to support existing client relationships... ...business generation. Responsibilities include working with Private Wealth Advisors on client analyses, managing outreach, and...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
$116.2k - $212.9k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...our dynamic FSO team! Handling tax in such a large, sophisticated organization... ...in assurance, consulting, tax, strategy and transactions. Fueled by...Summer holidayFlexible hours- 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
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