Private Wealth Tax Senior Associate: Estate & Gift Planning
Grant Thornton
Grant Thornton US is seeking a Private Wealth Services Tax Senior Associate to perform compliance for complex returns and provide income, estate, and gift tax planning for high net worth and closely held clients. You’ll collaborate with the Private Wealth Services Tax team to drive accuracy, quality, and client service. From day one, you’ll leverage high quality tools to thrive, manage multiple engagements, supervise staff, and help grow the practice. #J-18808-Ljbffr Grant Thornton
$101.2k - $129.03k
As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...SeniorPrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$101.2k - $129.03k
As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...SeniorPrivate- ...The Tax Senior Associate is an advanced tax professional with a strong foundation... ...in tax compliance and planning and emerging foundation in... ...strategies that support client wealth and estate planning. The Tax Senior... ...Review individual, gift, fiduciary, and business compliances...SeniorSeasonal workFlexible hours
$120k - $140k
...Opportunity Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.... ..., ownership transfers, and tax planning structures. Join... ...Work on sophisticated private-client matters in a smaller,...SeniorRemote work- ...of the worlds top tax firms. Enjoy a collaborative... ..., trusts, estates, and closely held businesses... ...strategic tax planning, compliance, and... ...complex individual, gift, estate, trust,... ...multi-generational wealth planningBuild, manage... ...collaboration across KPMG private, asset management,...SeniorPrivateWork at officeLocal area
- ...leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising... ...-net-worth families on investments and financial planning while managing client relationships. Candidates...SeniorPrivate
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome... ...Senior Associate to join the Private Client Services (PCS) team.... ...Responsible For: Coordinate, plan, and supervise multiple... ...returns for individuals, trust/estates, and or entities Preferred...SeniorPrivateTemporary workLocal area
- ...Position Rockefeller Private Office is core to who we are... ...professionals - including wealth planners, tax advisors, estate attorneys, and other... ...holistic, personalized wealth planning and family office solutions... ...governance needs. The Senior Wealth Strategist is a member...SeniorPrivateWork at officeLocal area
- ...DescriptionJ.P. Morgan Asset & Wealth Management delivers... ...management and private banking solutions. Asset... ...DescriptionThe Global Trusts & Estates Practice is an integral... ...decedent for estate tax purposes.JP Morgan... ...recognized for our succession planning, advice and trust...SeniorPrivateLocal area
$240k
Job Title: Sr. Wealth Advisor Compensation:... ...Texas Department: Private Wealth Sales Reports... ...Job Purpose As a Senior Wealth Advisor,... ...comprehensive wealth plans that include a... ...referral partner associates in those associates... ...based consulting, tax, mutual funds, money...SeniorPrivateFull timeWork experience placementLocal area- ...we're proud to be privately-owned, placing... ...partnership. Edward Jones associates are seen, heard,... ...be a part of the wealth management... ...background in financial planning and experience... ...planning, tax and estate planning services... ...Will Do: The Senior Planner will serve...SeniorPrivateTemporary workWork at officeHome officeFlexible hours
$67.9k - $128.7k
...We are seeking a Tax SeniorAssociate for... ...broad array of real estate owners, developers... ...public and private companies, homebuilders... ...objectives. At RSM, Tax Senior Associatesare... ...questions, planning, concerns, etc. Performing... ...as an experienced associate. RSM will consider...SeniorPrivateWork experience placementInternshipLocal area- ...providing full-context wealth planning solutions. The firm... ...investment, tax, retirement, estate, and other financial... ...Financial is a high-growth, private equity-backed,... ...income, estate/trust and gift tax returns and... ...BENEFITS We value our associates' time and effort....PrivateFull timeContract workPart timeInternshipLocal areaFlexible hours
$111.01k
...better working world. Tax Accountant, Tax, Global... ...Financial Services Office - Wealth and Asset Management) (Senior) (Multiple Positions) (174... ...clients with tax guidance and planning related to tax compliance... ..., mutual funds, and/or private equity. Work on key client...SeniorPrivateFull timeWork experience placementSummer holidayWork at officeLocal areaImmediate startMonday to Friday$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring... ...sophisticated tax planning, consulting and compliance... ...protecting and preserving their wealth and to meet their... ...40) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations...SeniorPrivateFull timeSummer workH1bWork at officeLocal areaFlexible hours- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with...Senior
$77k - $214k
...SummaryA career within PwC Private will provide the... ...advisory needs such as audit, tax compliance, and planning to help improve their operational... ...focus on key issues like wealth management, compliance,... ...now and in the future.As a Senior Associate, you'll work as part of a...SeniorPrivateFull timeH1b$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Associate you will support tax compliance and advisory work for clients in asset...SeniorFull timeH1b$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions.In private tax at PwC, you will focus on... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead...SeniorPrivateFull timeH1bRemote work- ...Job Purpose: To manage and execute complex tax preparation and review tasks, ensuring... ...nation's premier asset protection and tax planning firm. With a focus on providing excellent... ...business owners to preserve and protect their wealth, find financial freedom, and create a...SeniorTemporary workWork at officeRemote work
$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within... ...covers all aspects of tax planning and transactions, dispute... ..., indirect taxes and wealth management tax advice and planning... ...McKenzie seeks a Mid to Senior-Level Tax Associate for its Tax Planning and...SeniorPart timeWork at officeLocal areaWorldwide- BOK Financial is seeking a Credit Specialist III in Private Wealth Underwriting to underwrite large, complex financial/credit transactions and make informed credit recommendations. This role emphasizes rigorous analysis and adherence to the bank's loan policies, with a...SeniorPrivate
- ...to be retained by a highly respected private wealth management firm serving a select group... ...advice across investments, tax, estate planning, risk management, and other areas of... ...Team. Mentor and develop Analysts and Senior Analysts through coaching, training,...Private
$87.5k - $133k
...advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams,... ...position serves as a senior technical resource... ...settlement and tax planning matters, conducting... ...Tax Service associates and Private Bank client... ...Skills: Estate and Gift Taxation Account Management...SeniorWork at officeFlexible hoursShift workDay shift- ...IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management... ...other specialists to ensure the Private Banking client experience is... ...a mentor to Private Banking associates. This position requires S.A.... ...in this position. Senior Private Banker At Fifth Third...SeniorPrivateWork at office
$135k - $140k
...High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and... ...specializes in retirement planning, investment advising,... .... We are a high growth, private equity backed, multi branch... ...value our associates' time and effort. Our commitment...PrivateFull timeTemporary workWork at officeLocal areaFlexible hours- ...Accounting and Integrated Wealth Management firm... ...delivering proactive tax, accounting, and advisory... ...individuals, families, and privately held businesses... ...comprehensive financial planning and investment advisory... ...firm is seeking a Tax Senior Associate to join its Dallas office...SeniorFull timeWork at office
- PwC is seeking an Asset & Wealth Management Tax Senior Associate to support tax compliance and advisory work for clients in asset and wealth management. You will review financial data, prepare returns, and guide junior team members while maintaining professional standards...Senior
$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...buyers and private equity investors... ...and apply to this Senior Manager role today... ...accounting, and tax risks associated with transactions... ...considerations, integration planning, divestiture... ...include asset, wealth, and investment advisers...SeniorPrivateLocal areaVisa sponsorship$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...an Asset & Wealth Management Tax Senior Manager, you will play a pivotal... ...-compliance through strategic tax planning- Crafting and conveying clear,...SeniorFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Senior Associate: Estate & Gift Planning. Be the first to apply!
- seasonal tax preparer Dallas, TX
- international tax associate Dallas, TX
- tax accountant part time Dallas, TX
- tax resolution associate Dallas, TX
- entry level tax preparers Dallas, TX
- part time tax preparer Dallas, TX
- tax specialist Dallas, TX
- tax advisor Dallas, TX
- accountant tax preparer Dallas, TX
- tax accountant Dallas, TX





