Senior Tax Manager, HNW Wealth & Estate Planning
Jobot
A leading technology-driven accounting firm in Solana Beach is seeking a Senior Tax Manager to join their High-Net-Worth Tax practice. This role involves preparing complex tax returns, evaluating tax strategies, and mentoring team members. With a flexible hybrid schedule and excellent benefits, this position offers an opportunity to impact growing businesses and work with multi-generational family offices. Join a recognized best place to work and advance your career in a dynamic environment. #J-18808-Ljbffr Jobot
$180k - $220k
...us We are seeking an experienced Senior Tax Manager to support the tax and planning needs of our clients including a multi... ...across individuals, trusts, estates, and related entities. We're a reputable... ..., transactions, and long-term wealth planning. Why join us Excellent culture...SeniorHigh net worthWork at officeLocal area$200k - $350k
...About the job Senior Estate Planning Attorney Senior Estate Planning... ...sophisticated estate planning and wealth transfer matters. You... ...Key Responsibilities Manage and advise clients on... ...succession planning, and related tax considerations. Develop comprehensive...SeniorHigh net worthFull timeTemporary workImmediate startRemote workFlexible hours$150k - $210k
...will have the flexibility to manage your days in support of our commitment... ...for: Review of international tax compliance forms and working... ...Client Services and Trust & Estate groups on cross-border matters... ...and activities Develop tax planning opportunities arising from inbound...SeniorHigh net worthFixed term contractLocal area$120k - $160k
...team? We’re on the hunt for a Senior Tax Manager to join our team where you'... ...us. With ambitious growth plans, a strong pipeline of clients... ...the effective transition of wealth across generations. Our clients... ...individuals, trusts, and estates from multiple perspectives to...SeniorHigh net worthFlexible hours- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (... .... Responsible for overseeing tax planning and compliance functions for ultra-high... ...as a working understanding of trusts, estates, gifts, and charitable entities. Directly...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$95k - $160k
...Description:Withum’s Tax Services Group is... ...engagements, from planning to completion, to... ..., gift and estate and other tax returns... ...strategies that optimize wealth preservation,... ...trusted advisor, managing client relationships... ...with partners and senior leadership on client...High net worthFull timeLocal area- ...accounting firm located in Solana Beach, California is looking for a Senior Tax Manager to join their team. In this role, you will work closely with... ...net-worth clients to prepare complex tax returns and develop wealth transition strategies. The ideal candidate should possess...SeniorHigh net worthFlexible hours
- JPMorgan Private Client seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understand client aspirations... ...with partners across business lines, and delivering tailored planning. The role emphasizes presenting the value proposition,...SeniorHigh net worth
- ...Job Summary The Senior Financial Advisor serves as the... ...financial planning and strategic guidance across retirement, tax, estate, investment, insurance,... ...role is responsible for managing client relationships, leading... ...financial planning in a wealth management or RIA environment...SeniorRemote work
$185k - $230k
...global public organization seeking an experienced International Tax Senior Manager to join its corporate tax team. This is a highly visible... ...reporting, along with the ability to balance strategic tax planning and technical analysis with hands-on execution. This position...Senior- Global Placement Firm is conducting a confidential search for a Senior Estate Planning Attorney to join an established Southern California law firm. This rare succession opportunity involves stepping into an existing client portfolio from a retiring shareholder, with no...Senior
- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...clients with specific needs including real estate private equity funds, public and private... ...from start to finish, including planning, executing, directing, and completing tax...High net worthFull timeLocal areaRemote work
$90k - $115k
...Senior Tax AssociateAt Redwitz, Inc. we offer a comprehensive range... ...nonprofit returns;Prepare trusts, estate and gift tax returns;... ...issues;Assists with year-end tax planning and quarterly estimates; Assists... ...open communication to their manager and partner;Participate in...SeniorHigh net worthWork at officeLocal area$83.92k - $125.88k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth... ...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate the...High net worthFull timeWork at office- The Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning. This role is designed for someone early to mid... ...and Responsibilities: Support senior advisors in managing high-net-...High net worth
- ...specialize in comprehensive tax, audit, assurance and business... ...a growing CPA firm seeking a Senior Tax Accountant to join our team... ...compliance, accounting, and planning for individual and entity... ...Excellent organization and project management skills Highly motivated and...SeniorWork at office
- The Estate Manager will oversee the seamless operation of sophisticated, high‑end residences, ensuring the home is maintained to impeccable... ...operational needs Support household scheduling, seasonal planning, and long‑range operational strategy Hospitality & Lifestyle...For contractorsSeasonal workAfternoon shift
- DescriptionWe are looking for an experienced Tax Manager to join a public accounting team in... ...corporations, partnerships, individuals, and estates while maintaining accuracy and... ...tax matters and apply findings to support planning, reporting, and compliance needs.• Prepare...Work at office
$95k - $135k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...all aspects of audit engagements, from planning to completion, to include supervision/mentoring... ...client relationshipsAbility to manage multiple engagements and competing projectsStrong...High net worthWork at officeLocal area$17 - $20 per hour
...professional. The successful candidate will not only assist in providing top-tier patient care but will also contribute to the financial management of the dental practice. This is an excellent opportunity for a seasoned dental assistant looking to expand their skill set and...SeniorHourly payWork experience placementWork at officeLocal area$180k - $210k
...Title: Tax Director (Family Office / Private Wealth) Company: Wealth Management / Family Office Services Compensation... ...tax compliance and planning for ultra-high-net-worth... ...will function as a senior leader within the... ...investment, accounting, estate planning, and advisory...High net worthWork at officeRemote work- ...After Five Years of ServiceRyan is growing our Federal Income Tax Consulting practice—focused on Accounting for Income Taxes (ASC... ...’re seeking exceptional professionals at the Director and/or Senior Manager levels who are currently working in public accounting and ready...SeniorFull timeFlexible hours
- Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across retirement, tax, estate, and investment planning. You will coordinate with attorneys, tax preparers, and insurance professionals...SeniorRemote job
$150k
JPMorganChase seeks a Relationship Manager in Del Mar, California, to develop relationships with high-net-worth clients. The role requires over 10 years in financial services, focusing on tailored solutions and business growth. The position offers a competitive salary of...SeniorHigh net worth$115k - $150k
...Tax Manager Opportunity At Redwitz, Inc.At Redwitz, Inc. we offer a comprehensive range of... ...corporations, exempt organizations, and estates and trust.Respond to tax authorities on... ...clients with tax audits.Assist with tax planning, research and consulting engagements as...Work at officeLocal areaRemote workFlexible hours- ...Client in the United States seeks an experienced Relationship Manager to cultivate high-net-worth client relationships, understand client... ...an entrepreneurial mindset. The role emphasizes personalized planning, in-person client interactions, and collaboration across teams,...High net worth
- ...Senior AccountantUnder the general direction of the Director of Finance and Administration, the Senior Accountant... ...essential data for operational and financial planning. This role focuses on the fiscal management of wastewater and recycled water operations, with a...SeniorWork at officeLocal area
$107k - $169k
...our team. What you'll do Manage and optimise the corporate real estate portfolio across North and... ...cases and recommendations for senior leadership, balancing cost... ...budget reconciliations to plan Stakeholder & Vendor... ...Collaborate with Finance, Legal, Tax, Insurance, Facilities,...Permanent employmentLocal areaFlexible hours- ...& Foster, LLC is seeking a Director of Financial Planning to lead the planning function and deliver high-quality... ...across advisory, operations, investment management, compliance, and leadership while maintaining senior-level client advisory responsibilities. You will...SeniorRemote work
$150k
...unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will... ...explore the vast financial possibilities their wealth affords, leveraging the formidable... ...through a comprehensive and personalized planning approach.Foster and deepen long-term primary...High net worthTemporary workWork at officeImmediate start
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