Senior Tax Manager, Estates & Trusts for HNW Clients
Walter Shuffain
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. You will serve as a trusted advisor providing comprehensive tax compliance and strategic planning, overseeing fiduciary, estate, and gift tax returns, and building long-term client relationships in our Estates & Trusts practice. #J-18808-Ljbffr Walter Shuffain
$145k - $175k
Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and high-net... ...trust and estate structures, building long-term client relationships, mentoring staff, and contributing to...SeniorHigh net worth- Walter Shuffain is seeking a Senior Tax Manager- Individual (HNW), Trust & Estate to lead complex estate, trust, and high-net-worth tax engagements while guiding the growth of our Estates & Trusts practice. In Boston, you will serve as a trusted advisor to high-net-worth...SeniorHigh net worth
- 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...High net worth
- 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...High net worth
$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...High net worthImmediate startRemote workRelocation- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...and analyses of financial, gift, estate, and income tax issues for high net... ...and multi-state individual and trust tax returns for high net-worth individuals...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal areaFlexible hours
- KBW Financial Staffing & Recruiting is seeking a Trust/Sr. Administrator based in Boston, Massachusetts. The role involves providing direct and indirect client support for account management, working closely with multi-generational families to ensure compliance and facilitate...SeniorHigh net worth
- EisnerAmper is seeking a Senior Tax Manager to join their Private Client Services team in Westwood. This pivotal role involves tax compliance and consulting for high net-worth individuals and their businesses. The candidate should possess a CPA and have at least 8 years...SeniorHigh net worth
- ...team at one of the world's top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond... ...is currently seeking a Tax Manager/Tax Senior Manager to join our Business... ...demonstrate your knowledge of real estate investment funds and REITs...SeniorFull timeLocal area
$220k - $250k
Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate to join their Private Client department in Boston. Ideal candidates will have 4+... ...to engage in complex wealth transfer and tax planning matters. #J-18808-Ljbffr Marina Sirras & Associates...High net worth- ...England, servicing clients both locally and nationally... ...most sophisticated tax planning structures... ...income, gift and estate taxes, along with... .... Many of our HNW clients maintain their... ...Family Office to manage the Family wealth.... ...firms and estate and trust law firms, both...High net worthWork at office3 days per week
- Jobot, a respected Boston-based litigation and business law firm, is seeking an experienced Trusts & Estates Attorney to provide sophisticated legal counsel to high-net-worth clients. The ideal candidate will have over 5 years of experience and strong taxation knowledge....SeniorHigh net worth
- ...are looking for an experienced Tax Senior Manager to join a public accounting firm's Real Estate practice in Boston, Massachusetts... ...to advise real estate clients on complex tax matters, oversee... ...relationships by serving as a trusted advisor on real estate tax issues...Senior
- ...team at one of the worlds top tax firms. Enjoy a... ...team helping high-profile clients understand, analyze, and respond... ...KPMG is currently seeking a Manager or Senior Manager to join our Business... ...high net worth individual, trust and estate clients Review and provide...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area
$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...SeniorWork at officeLocal areaRemote work$170k - $220k
...Senior Tax Manager Boston, MA; Westwood, MA WS Advisors is seeking a driven and growth-oriented... ...to take on a leadership role across client engagements, firm initiatives, and... ...direction of the practice. You will serve as a trusted advisor to private businesses, high-net...SeniorHigh net worth- ...Job Description Job Description Our client is looking to add a strong Senior Tax Manager to their busy team! This is a well respected, regional firm delivering... ...~ Need to know their way around tax return prep for HNW and business ~ Complex return experience...SeniorHigh net worth
- NACBA is looking for an experienced Trusts & Estates Associate to work in Boston. This role involves... ...administration for high-net-worth clients. The ideal candidate will have 5+ years... ...analytical skills, and the ability to manage client relationships independently. Admission...SeniorHigh net worth
- The U.S. Bankruptcy Court - District of CT is seeking a Trusts & Estates Associate to join its practice in Boston, Massachusetts. This role... ...trust administration, and probate matters for high-net-worth clients. Qualified candidates will have a JD, be admitted to practice...SeniorHigh net worth
- CBIZ in Boston is seeking a Senior Accountant to manage client relationships and deliver quality engagement services. This position requires substanial experience in public accounting and an active CPA certification. The ideal candidate should demonstrate strong leadership...High net worth
$106.06k - $159.14k
A leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...High net worthFlexible hours$122.5k - $215.9k
...innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...( team is seeking a Senior Tax Manager to support our Boston, MA... ...as manufacturing, real estate and construction, professional... ...with estate, gift and trust tax planning and compliance...SeniorHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per week$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The... ...experience and location. Successful candidates will possess strong management skills, attention to detail, and outstanding communication...SeniorHigh net worth- ...leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships.... ...dynamic team that focuses on delivering tailored solutions and fostering client trust. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorHigh net worth
- ...is seeking a skilled administration and client service professional to support high net... ...communication skills. You will be responsible for managing client relationships, overseeing account... ...collaborating with outside advisors on tax matters. The position offers competitive...SeniorHigh net worth
$115k - $160k
A national consulting firm is seeking an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net... ...collaborative environment, while also providing expert advice to clients on complex international tax matters. Candidates should...High net worthRemote job- ...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...High net worthTemporary workLocal area
$150k - $175k
...Job Description Job Description SENIOR TAX MANAGER Location: Needham, MA (Hybrid / Telecommuting... ...a collaborative environment, strong client relationships, and meaningful long-term... ...directly with clients to build trust and long-term relationships. Special...SeniorHigh net worthFull timeSummer workWork at officeRemote workFlexible hours$160k - $200k
...services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team.... ...management and a strong focus on client relationships. You will partner with various... ...00,000, alongside an attractive benefits package. #J-18808-Ljbffr Rockland Trust CompanySeniorHigh net worth$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...SeniorHigh net worthWork at office
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