Estate & Trust Tax Manager for UHNW Clients
Crowe
Crowe is seeking a Tax Manager to join the IronSpire Group, specializing in estate, gift, and trust planning for ultra-high-net-worth clients. The role involves delivering tax consulting and compliance services while leading engagements and ensuring client satisfaction. The ideal candidate will have a CPA or JD, at least 5 years of relevant experience, and strong leadership skills. This position supports a hybrid work model, allowing for flexibility and a focus on your professional growth within a supportive environment. #J-18808-Ljbffr Crowe
- ...CPA with real expertise in estate, gift, and trust taxation—and are you ready for... ...What You'll Do Manage and prepare federal and state returns, including Gift Tax (Form 709), Fiduciary Income... ...planning and consulting to clients and their advisors on estate...SuggestedFull timeSecond jobWork at officeLocal areaFlexible hours
- ...background and passion for estate, gift, and trust taxation and accounting? We... ...in delivering comprehensive tax compliance, fiduciary accounting... ...services to a diverse client base, including high-net-worth... ...Tax Preparation & Compliance: Manage and prepare federal and state...SuggestedSummer workWork at officeLocal area
- A tax and consulting firm in Westerville, Ohio is seeking an experienced Estates & Trusts CPA to manage comprehensive tax compliance, fiduciary accounting, and provide strategic advisory services. Ideal candidates will have an active CPA license, at least 5 years of relevant...SuggestedWork at office
$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will...SuggestedH1bLocal area- ...are posted here as they become available. The Private Client Services (PCS) Manager will provide tax and consulting services to high net worth individuals... ...planning, preparation and review of corporate, partnership, trust and high profile individuals/families. Prepare complex...SuggestedWork experience placementCasual workLocal areaWeekend workAfternoon shift
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... ...lead tax planning projects for a diverse client base, providing up‑to‑the‑minute tax advice... ...trends to maintain credibility as a trusted advisor. Building client...Seasonal workFlexible hours$92.87k - $152.57k
...Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management... ...management, trust and estate planning, brokerage and... ..., and institutional clients through multiple integrated businesses. The Tax Manager will lead trust tax...Full timeLocal areaFlexible hours- Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare and review income tax returns for high-net-worth individuals, trusts, and businesses, and deliver tax projections and analyses. You...
- As a Global Liquidity Client Account Analyst, you will deliver high-quality client service... ...time-sensitive items to Client Account Managers, management, and/or appropriate internal... ...a fast-paced environment while building trusted relationships with clients, financial advisors...Worldwide
- ...seeking a dynamic and experienced Senior Manager to join our Housing and Community Development... ...leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits... ...to structure transactions.Cultivate client relationships and contribute to business...Full timeRemote workFlexible hours
- ...Westerville is looking for an experienced Estates & Trusts CPA to deliver comprehensive tax compliance, fiduciary accounting,... ...services. This role includes managing tax returns, providing proactive... ...and serving as a key contact for clients. The ideal candidate will possess...Flexible hours
- ...Global Liquidity Client Account Analyst As a Global Liquidity Client Account Analyst,... ...and time-sensitive items to Client Account Managers, management, and/or appropriate internal... ...a fast-paced environment while building trusted relationships with clients, financial advisors...Worldwide
$105.38k - $215.38k
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance?... ...rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery...Work at officeLocal area$99k - $266k
...ApplicableSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...advice and guidance to clients on tax planning, compliance, and... ...member’s unique strengths, and managing performance to deliver on client... ...to establish a secure and trusted workplace for all.Applications...Full timeH1b- ...financial services firm in Columbus, Ohio, is seeking a PCS Manager to provide tax and consulting services to high net worth individuals and privately... ...role requires managing complex tax engagements, maintaining client relationships, and overseeing teams. Candidates should have...
$100.35k - $205k
...and consulting services to individual clients and their trusts, estates, family offices, investment vehicles,... ...while providing solutions to complex tax issues? Do you not only know what AGI... ...May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice,...Private practiceWork at officeLocal area$73.5k - $212.28k
...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...member’s unique strengths, and managing performance to deliver on... ...thoughtfully to establish a secure and trusted workplace for all.Applications...Full timeH1bLocal area- EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients, applying deep knowledge across various tax areas. Responsibilities include collaborating with teams to provide strategic tax advice and insights. The ideal candidate...
- ...Tax Manager Overview A growing public accounting and advisory firm is seeking a Tax Manager to join... ...public accounting professional who enjoys building client relationships, developing staff, and serving as a trusted advisor to closely held businesses, business...Work at office
- ...Tax Manager - High Net Worth & Private Client Services Location: Columbus, Ohio Lead. Advise. Grow. Our client, a well-established and highly respected... .... • Manage returns involving pass-through entities, trusts, partnerships, investments, rental properties, and...Work at office
$124k - $335k
...Senior Manager, Corporate Tax Generalist At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... .... Creating an atmosphere of trust in teams. Developing new relationships...$124k - $335k
...Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level... ...Services Tax - Real Estate Senior Manager, you will play... ...pivotal role in guiding our clients through the complexities of... ...stakeholders to foster trust and collaboration - Coaching...Full timeH1bLocal area- ...Job Description Job Description Tax Manager Advise Clients. Develop People. Shape the Future. At Clark Schaefer Hackett, Tax Managers do... ...business success. As a Tax Manager at CSH, you'll serve as a trusted advisor to clients, lead complex engagements, mentor...Work at officeFlexible hours
$100.35k - $179.88k
...strategic and creative federal tax professional who likes... ...large global and dynamic midsize clients across a variety of industries... ...027. What You’ll Do As a Tax Manager within the Business Tax Services... ...compliance/consulting for trusts, estates, and tax-exempt organizationsReview...Work at office- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within... ...you with the opportunity to help our clients meet their tax obligations while managing... ..., clients and stakeholders to build trust. Uphold the firm's code of ethics...Local areaOverseas
$84.5k - $201k
...with life moments, you’re trusted to deliver results and make... ...our DNA across our audit, tax, and consulting groups.... ...Description: As a Tax Manager, you will provide tax consulting... ...services to a diverse client base within the real estate and construction industries...Full timeWork at officeLocal areaRemote workWorldwide$120k - $125k
...Company Description This isn't just a tax job. It's the one you've been waiting for..... Our client, a boutique tax strategy and... ...range, is seeking a Remote Tax Manager. The firm provides tax strategy,... ...not just complying Build deep, trusted relationships with sophisticated...Remote jobNight shift- As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what... ...ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative...Summer holidayWork at officeWork from homeFlexible hours
- Schneider Downs is a trusted advisor in accounting, tax, consulting, and wealth management with 65+ years of experience. The Tax Manager - Dealership role oversees tax... ...office collaboration while serving dealership clients nationwide, offering growth opportunities and a...Work at officeWork from home
$73.5k - $212.28k
...& SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...member’s unique strengths, and managing performance to deliver on... ...thoughtfully to establish a secure and trusted workplace for all....Full timeH1b
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