Private Client Tax Senior — Estate & Trust Expertise
BDO USA
BDO USA seeks a Tax Senior for Private Client Services to provide tax compliance and advisory support to high-net-worth individuals and families. The role emphasizes leadership, client relationship skills, and technical excellence across complex tax matters. Responsibilities include preparing complex returns, researching tax issues, and coordinating with clients and advisors to optimize tax outcomes while mentoring junior staff in a fast-paced environment. #J-18808-Ljbffr BDO USA
- BDO USA is seeking a Tax Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will leverage your education and experience to provide accurate, timely tax advice and build client relationships. In this role, you will...SeniorTaxPrivate client
$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...prepares by tax staff and/or seniors for accuracy Researching and drafting...TaxPrivate clientFull timeWork at officeLocal areaRemote work- Wealthspire Trust in Nashville, TN or Remote is seeking a Senior Trust Advisor to oversee fiduciary trust solutions, onboarding... ...administration. The role supports tax coding, distributions, and... ...emphasizes serving high-net-worth clients, mentoring staff, and driving best...SeniorTaxRemote work
$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services... ...knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as...SeniorTaxPrivate clientWork at office- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as...SeniorTaxPrivate clientWork at office
- ...The attorneys in our Trusts & Estates Practice Group are highly... ...regarded for their expertise in all aspects of estate... ...more than preparing tax-efficient wills and trust... ...provide advice to clients on a broad range of both... ...500 companies, large privately-held family businesses...TaxWork at office
$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement... ...Services Tax - Real Estate Senior Manager, you will play... ...role in guiding our clients through the complexities... ...profit sharing. Your expertise will be crucial in helping... ...to foster trust and collaboration- Coaching...SeniorTaxFull timeH1bLocal area$84k - $110k
Private Client Services at BDO is a boutique practice within our firm... ...people with complicated tax and financial structures.... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...planning. Job Summary A Tax Senior, Private Client Services is...SeniorTaxPrivate clientPrivate practiceWork at office- ...Private Wealth Advisor (PWA) One of... ...team, helping clients identify and achieve... ...on wealth and estate planning,... ...planning, and trust services will help... ...respective areas of expertise. Your role is... ...planning, tax optimization, and... ...such as a PWA, Senior Wealth Manager,...TaxPrivate clientTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- BDO USA is seeking a Tax Managing Director in Private Client Services to lead engagements for high net-worth clients. The role requires strong communication, leadership, and technical skills to deliver tax compliance and consulting services. You will manage teams, mentor...TaxPrivate client
- ...Counsel is seeking a highly qualified Tax and Estate Planning Legal Associate with an LL.M.... ...experience to join our sophisticated private client practice. The ideal candidate... ...include: ~ Drafting and reviewing wills, trusts, powers of attorney, partnership and...TaxPrivate clientPrivate practice
- ...All Jobs Senior Vice President, Wealth Advisor The Senior Vice... ...wealth planning guidance to clients and serving as a valuable resource... .... The role requires deep expertise across wealth management... ...complex financial, family, trust, estate, tax, and philanthropic matters....SeniorTaxWork at officeLocal area
- ...Senior Trust Manager The Senior Trust Manager is responsible... ...providing exceptional client service, and... ...Work closely with Trust Tax Accountants to ensure... ...matters (e.g. probate, estate, gift and income tax planning... ...subject matter expertise in a fiduciary-related...SeniorTaxWork experience placementWork at office
$95k - $147k
...Senior Consultant Your journey at Crowe... ...life moments, you're trusted to deliver results... ...across our audit, tax, and consulting... ...'ll help lead our clients through the analysis... ...: Engage with private equity firms and corporate... ...its deep industry expertise to provide audit...SeniorTaxPrivate clientLocal areaWorldwideAfternoon shift- ...families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors.... ...regular travel for client engagements and requires strong expertise in wealth management and financial planning. #J-18808-Ljbffr...SeniorTax
- ...is in search of an AO - Senior Accountant of... ...closely with Treasury, Tax, Financial Planning and... ...solving abilitiesStrong client focus with the ability... ...retail investors, and private-wealth clients in major... ...simple: to be the most trusted investment firm in the...SeniorTaxPrivate clientFull time
$114.8k - $155.3k
...services - empowering clients to navigate... ...technology, and decades of expertise. Our collective... ...President, Wealthspire Trust Location: Nashville... ...Additionally, the Senior Trust Advisor plays... ...Trust and Estate Administration Oversee... ...ensuring accurate tax coding. Ensure timely...SeniorTaxWork at officeRemote work- Senior Tax Manager High Net Worth & Family WealthIf you are a seasoned... ...ready to lead complex estate and family wealth engagements... ...worth individuals, families, trusts, and estates, including sophisticated... ...trusted advisor to a defined client portfolio, building deep,...SeniorTaxWork at officeFlexible hours
$132.7k - $303.2k
...by side with a range of clients from our most venerable... ..., Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the global... ...providing dedicated tax technical services to... ...depth and/or breadth of expertise Ability to provide...SeniorTaxWork experience placementSummer holidayFlexible hours- ...join AllianceBernstein's (AB) global tax team within the Tax, Treasury, and... ...investment services to institutional clients, retail investors, and private-wealth clients in major markets around... ...ambition is simple: to be the most trusted investment firm in the world. We...SeniorTaxPrivate clientFull time
$128k - $252.5k
...team helps guide clients through their most... ...infrastructure and real estate, mergers and... ...with corporate and private equity clients, this... ...value. As a Senior Consultant in M&A... ...matter knowledge and expertise across critical components... ..., treasury, and tax coordination3+...SeniorTaxPrivate clientLocal area- DescriptionOPPORTUNITYThis Business Valuation Senior Analyst role is a great opportunity for... ...highly visible role with sophisticated clients. Our engagements include a variety of... ...marital dissolution as well as gift and estate tax planningReview financial documents and...SeniorTaxWork experience placementWork at office
$171.6k - $338.3k
...Transactions team helps guide clients through their most... ...and real estate, mergers and acquisitions... ...services to Private Equity investors and... ...insights—it takes a trusted partner who can... ...and apply to this Senior Manager role today!... ...financial, accounting, and tax risks and...SeniorTaxPrivate clientLocal areaVisa sponsorship$170k - $210k
...are seeking a Tennessee Client Service Leader to... ...challenged to do:As a Senior Project Manager, Transportation... ...State, municipal, and private clients in... ...service through technical expertise, quality management and... ..., and life insurance.• Tax-deferred 401(k) savings...SeniorTaxPrivate clientFull timeContract workWork at officeRemote work$52 - $62 per hour
...infrastructure, filling a current expertise gap within a fully cloud... ...ultimately supports the client's employees whose work helps public and private clients address water,... ..., segmentation, zero-trust access, data loss... ...) Retirement Plan - Pre-tax and Roth post-tax contributions...SeniorTaxPrivate clientContract workTemporary work- ...OverviewBernstein Private Wealth Management... ...ultra-high-net-worth clients. As an industry... ...Associate to join the Estate Administration... ...beginning to end. Their expertise will be key to... ...to interpret trusts, wills, letters testamentary... ...& updates to senior...Private clientFull timeLocal areaFlexible hours
$86.66k - $164.3k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...Construction and Real Estate Advisory practice... ...team combines deep expertise in construction... ...seeking a Consulting Senior to join our growing... ...for both public and private sector clients is preferred...SeniorTaxPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship- Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities... ...role partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service across the firm...SeniorRemote job
$60k - $90k
Riggs Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our... .../administration tasks and direct client contact with families, fiduciaries, and... ...encourage growth (including exposure to tax, business, and advanced planning concepts...TaxWork at office$215k - $270k
Job Description Private Client Services at BDO is a boutique... ...with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ...associates, senior associates and managers... ..., or law, required Expertise in the private client...TaxPrivate clientPrivate practiceWork at office
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