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
$145k - $175k
...and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage... ...fiduciary, estate, gift, and individual matters... ...), advising on wealth preservation and transfer strategies, reviewing trust and... ...About Ascend: Backed by private equity from people-focused...Private- Grant Thornton (US) in Boston is seeking a Private Wealth Services Tax Manager to handle complex tax returns and provide tax planning strategies for high net worth clients. This role involves significant collaboration with the tax team, providing consulting and compliance...Private
- 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- ...team at one of the world's top tax firms. Enjoy a collaborative,... ...KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our... ...your knowledge of real estate investment funds and REITs... ...to real estate and real estate private equity funds Bachelor's degree...PrivateFull timeLocal area
$145k - $175k
...dedicated to delivering thoughtful tax, financial, and business... ...growth is encouraged. Tax Manager - Real Estate Recognized for excellence,... ...success. About Ascend Backed by private equity from people-focused... ...and advise on cost recovery strategies Provide guidance on partner...PrivateLocal area$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base +... ...comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax Structuring trust instruments to support wealth transfer goals and minimize tax exposure...Immediate startRemote workRelocation$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
$175k - $200k
...Tax Manager Massachusetts; New York; New York City Man Group is... ...and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset... ...The US Systematic Wealth team is looking to hire a Tax...PrivateTemporary workWork at officeLocal areaFlexible hours$124k - $335k
...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- Bank of America is seeking a Client Manager located in Boston to lead business development and client management processes. The ideal candidate will have over 12 years of experience in private banking or complex financial services, ensuring a branded client experience...Private
$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- 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...
$120k - $145k
...Tax Manager KLR is one of the largest full-service CPA and business... ...advisory services to private and publicly-held companies... ...commercial value. Manage multiple Estate, Gift and Fiduciary client tax... ...develop effective tax planning strategies ~ Excellent interpersonal...PrivateFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- 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
$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
$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- Goldman Sachs Bank AG is seeking a Private Wealth Advisor in Boston, MA. This role involves building client relationships and providing tailored wealth management advice to high net worth individuals and families. You will leverage Goldman Sachs’ platform for exclusive...Private
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...solve complex business issues from strategy to execution. PwC Professional... ...of tax compliance for Real Estate Trusts Knowledge of partnership...Full timeH1bLocal areaOverseas$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- ...Tax Director Our client is a multi-generational family... ...operates in the style of private bankers and trust... ...planning, compliance, and management services for income, gift/estate, and sales tax issues for... ...complex tax structures and wealth management considerations...PrivateWork at office
$89k - $133k
...to use at your discretion, subject to manager approval. For example, you may choose to... ...marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates... ...frameworks, and channel plans. Define audience strategies across global wealth segments,...PrivateWork at officeLocal areaRemote workHome office1 day per week$99k - $266k
...Competency: Entrepreneurial & Private Business (EPB) - General Industry... ...20% At PwC, our people in tax services focus on providing... ...tax planning, compliance, and strategy. These individuals help businesses... ...'s unique strengths, and managing performance to deliver on client...PrivateFull timeContract workH1b- JPMorgan Chase Bank, N.A. in Boston seeks a Private Client Advisor to deliver holistic planning and personalized investment advice... ...business and guide clients across markets, leveraging Chase Wealth Management resources to enhance financial outcomes. The role emphasizes...Private
- Walter Shuffain is seeking a Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and high-net-worth tax engagements... ...strategic planning, overseeing fiduciary, estate, and gift tax returns, and building long-term client...
- Walter Shuffain is seeking a Senior Tax Manager- Individual (HNW), Trust & Estate to lead complex estate, trust, and high-net-worth tax engagements while... ...compliance and strategic planning services across fiduciary, estate, gift, and individual matters. #J-18808-Ljbffr Ascend
$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$150k
...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
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