Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager to provide tax consulting and compliance services for ultra-high-net-worth clients. This role involves advising clients, managing complex engagements, and supporting the growth of the IronSpire Group. Qualified candidates will hold a CPA or JD with a minimum of 5 years of experience in public accounting or law, and they should possess deep expertise in estate, gift, and trust taxation. The position offers a hybrid work model, emphasizing the balance between professional and personal life. #J-18808-Ljbffr Crowe
- 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...Suggested
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Suggested
$127.7k - $269.3k
Job Overview The Private Client Service Senior Tax Manager role requires the oversight of multiple client service teams and the proven... ...expertise in federal taxation of individuals, trusts, and investment entities. Estate and gift tax experience is a plus. Strong leadership...SuggestedWork at officeLocal areaRemote work$120k - $180k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ..., colleagues and trusted advisors. We equip you... ...your success! The Role Managers in our Private Client Services... ...Principals, Trusts and Estates. Managers can expect to...SuggestedFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...New England, servicing clients both locally and nationally... ...the most sophisticated tax planning structures to... ...income, gift and estate taxes, along with charitable... ...Family Office to manage the Family wealth. This... ...advisory firms and estate and trust law firms, both locally...SuggestedWork at office3 days per week
$106.06k - $159.14k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory... ...Accounting™ recognition for superior client service. BNN was founded to... ...is the place for you. Tax Managers are responsible for the... ...the areas of individuals, trusts, and estates. Responsible for timely and...Casual workWork at officeFlexible hours$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice... ..., and others with complex tax and financial structures. The practice provides estate, income, gift, and trust tax consulting and compliance... ...insurance planning. A Tax Manager will use their education, experience...Work at office$95.5k - $195.4k
...with life moments, you're trusted to deliver results and... ...DNA across our audit, tax, and consulting groups.... ..., and investment and estate planning vehicles. Our... ...We are seeking a Tax Manager with deep expertise in... ...a key role in advising clients, managing sophisticated...Work at officeLocal areaRemote workWorldwide$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus +... ...the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading. Our client, a well-established CPA consulting, advisory...Immediate startRemote workRelocation- ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation... ...Tax Manager to join our Private Client Services (PCS) team in Boston or San... ...preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired...Temporary workLocal area
$108k - $160k
Forvis Mazars, LLP in Boston is seeking a Tax Manager to oversee tax compliance and advisory services for individuals, partnerships, and... ...progressive tax experience, a CPA license, and strong skills in client engagement and mentorship. Responsibilities include conducting...Flexible hours- EisnerAmper LLP is looking for a Tax Senior Manager in Boston to oversee the preparation of tax returns and provide tax planning guidance for... ...over 12 years of relevant experience. They should be skilled in client communication and knowledgeable in tax compliance. Benefits...
- Insite US is seeking a Director, Private Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise...
- ...firm provides assurance, tax, and business advisory... ...to join our Private Client Services team in our Boston... ...C‑Corp, S‑Corp, Trusts, and Partnerships) Prepare... ..., Form 1041 (trust and estate income tax), Form 706 (... ...demonstrate support of management and decisions and build...Work experience placementWork at officeFlexible hours
$155k
...move in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment Management firm in Boston where you'll continue advising on sophisticated High Net Worth individuals, trusts, estates, and family office structures, without billable...Work at office- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role... ...services, and analyzing financial, gift, estate, and income tax issues for high net... ...and multi-state individual and trust tax returns for high net‑worth...Private practiceLocal areaFlexible hours
- ...Job Title: Tax Manager – Private Client Services (PCS) Locations: Boston, Massachusetts (or SanFrancisco, California) Responsibilities Lead,... ...Certification. Experience preparing tax returns for individuals, trusts/estates, and/or entities. Preferred/Desired Qualifications...Local area
- ...consulting firm is seeking a Tax Director to join their team... ...policies, ensuring compliance, and managing tax returns. Strong... ...high-net-worth individuals, estates, and trusts, offering an opportunity to... ...strategies and effectively manage client relationships. #J-18808-...Remote work
$112k - $150k
...Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...insurance planning. A Tax Manager, Private Client Services is...Private practiceWork at office$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs... ...’ individual returns, which may include estates, trusts and charitable entities Manages client...Work at office- Overview The Senior Manager of Tax Operations is responsible for the overall... ...high-quality tax services to clients, strengthens relationships... ...role requires deep expertise in trust and wealth-related tax... ...Strong understanding of trust, estate, and high-net-worth client tax...Work at office
$149.04k - $162k
...the Private Wealth Services Tax Manager, you’ll conduct primary and secondary... ...returns and provide income, estate, and gift tax planning... ...business and family business clients - all with the resources, environment... ...for estate, wills and trusts taxation, and individual income...Local area$132.7k - $303.2k
..., and experience in assisting clients in meeting their business objectives... ...Responsibilities Serve as the Tax Functional Leader across... ...developing internal team members, and managing the functional efforts of such... ...completed. Serve as a trusted advisor and role model across...Work experience placementSummer holidayFlexible hours- Job Description Our Real Estate practice is one of the... ...New England, servicing clients both locally and... ...a range of accounting, tax, and advisory services... ...industry. We are proud to be trusted advisors to many prominent... ...closely with Managing Directors and Directors...Local area
- My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York... ...including corporations, partnerships, trusts, estates, fiduciary, and foundations Identifying industry...Interim rolePrivate practice
$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving.... ...minute advisory services to a diverse client base across the real estate, hospitality... ...trends and maintain credibility as a trusted advisor. Build client relationships...Flexible hours- ...support to attorneys within the trusts and estates practice. The successful... ...strong organizational and case-management skills, the ability to... ...Massachusetts and federal estate tax returns and gift tax returns... ...Communicating directly with clients, fiduciaries, financial...Work at office
$100k - $125k
...Opportunity A leading private client services practice is seeking an experienced Trusts & Estates Administrative Paralegal to support... ...Familiarity with estate tax preparation , fiduciary tax matters... ...Suite, PDF software, document management systems, and legal technology platforms...Full timePrivate practiceWork at officeMonday to Friday- Ledgent's client, a well‑known law firm in Boston, seeks an experienced Fiduciary Accountant to support its Trusts & Estates practice in a full‑time, hybrid role. The position offers collaboration... ...with attorneys, paralegals, and tax professionals on sophisticated estate...Full time
$120k - $180k
Andersen is seeking a Manager for their Private Client Services practice in Boston, MA. You will oversee multiple... ..., including wealthy families and trusts. Responsibilities include managing... ...activities, conducting reviews of complex tax returns, and mentoring team members....Private practice
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