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
...-ID: 116167Category: Specialty Tax - Personal Financial ServicesLocation... ...timePosted: 2026-10-16As the Private Wealth Services Tax Senior Associate, you’ll perform compliance... ...tax returns and provide income, estate, and gift tax planning strategies for your high net worth...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- Rockefeller Capital Management seeks a Senior Wealth Strategist for its Private Office. You will develop, consult on, and implement tax, estate, and financial plans for the firm’s most sophisticated clients, collaborating with Private Advisors and external professionals...SeniorPrivateWork at office
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- Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients... ...families. The role focuses on estate planning, advanced tax strategies, and... ...stewardship, collaborating with Private Wealth Strategies and Advisors...SeniorPrivate
- ...Senior Wealth Strategist Make banking a Fifth... ...and the broader Private Bank team to lead... ...through advanced planning expertise. Please... ...structures, estate plans, and charitable... ...estate, income tax, gift and estate tax, investment... ...for any associated fee. Fifth Third...SeniorPrivateBank staffShift 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
- Grant Thornton (US) is seeking a Private Wealth Services Tax Senior Associate to perform compliance work for complex returns and to provide income, estate, and gift tax planning for high net worth clients. You’ll collaborate with our Private Wealth Services Tax team to...SeniorPrivate
$28 - $40 per hour
...helping individuals and businesses with tax preparation, planning, and year-round support. Our work... ...matters to cross-border taxation, estates, gifts, and trusts. We’re a small,... ...About the Role We’re looking for a Senior Tax Associate based in Washington State to...SeniorHourly payFull timePart timeWork at officeRemote workWork from home- ...reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are... ...Will be Responsible For:Coordinate, plan, and supervise multiple engagements... ...tax returns for individuals, trust/estates, and or entitiesPreferred/Desired Qualifications...SeniorPrivateFull timeTemporary workLocal area
- Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high... ...client retention, developing and delivering advanced estate, tax and financial planning strategies, and ensuring financial solutions are...SeniorPrivate
$240k
...Job Title: Sr. Wealth Advisor Compensation... ...Texas Department: Private Wealth Sales Reports... ...Purpose As a Senior Wealth Advisor, you... ...comprehensive wealth plans that include a... ...referral partner associates in those associates... ...based consulting, tax, mutual funds, money...SeniorPrivateFull timeWork experience placementLocal 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
- ...Senior Wealth Planner The Senior Wealth Planner... ...Allworth's Wealth Planning Team, responsible for... ...deep experience in estate planning, advanced tax strategies, and multigenerational... ..., and the Head of Private Wealth Strategies... ...Planning Team and Associate Advisors...SeniorPrivateFull timeContract workPart timeInternshipWork at officeFlexible hours
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes families turn to across... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...PrivateWork at office$109k - $224k
..., law firms, banks and private equity firms on their most... ...FTI Consulting’s Real Estate Solutions has a... ...integrated financial, tax and real estate solutions... ...executive compensation, master planning and development... ...accounting firm (principal, senior manager) Experience in...SeniorPrivateFull time- Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and estate administration. You will generate new business, partner with the advisory team, and act as the primary contact for established...Senior
- ...exceptional professionals for this role. Senior Estate and Tax Specialist Duties And Responsibilities Conduct trust, estate, and/or tax planning analyses for Vanguard's highest-net-... ...scenarios, leveraging deep expertise in wealth transfer strategies, multigenerational...Senior
- Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate new business through partnerships across the family of companies and assist...SeniorWork at office
$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- ...retirement savings plans with a generous... ...complex estate planning, business... ...the firm with Private Client Advisors... ...deliver integrated wealth planning... ...internal legal, tax, credit, and investment... ...influence at senior levels of the... ...business associations or events to strengthen...SeniorPrivateImmediate startDay shift
- U.S. Bank's PWM Wealth Strategist works with a Private Wealth Advisor to bring new client relationships above $10MM into Private Wealth Management.... ...specialists to deepen existing relationships and address estate, tax, and trust needs. As a subject matter expert, you’ll...PrivateLocal area
- ...firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial... ...Manage the accounting team of 9 associates, including hiring, training... ...of both public company and private equity backed firm environments...PrivateFull timeContract workPart timeInternshipWork at officeFlexible hours
$67.9k - $128.7k
...nowhere like RSM. We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of... ...and investors including public and private companies, homebuilders, real estate... ...directly with clients handling questions, planning, concerns, etc. Performing,...SeniorPrivateFull timeWork experience placementInternshipLocal area$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$91k - $321.5k
...SummaryThe OpportunityAs a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance... ...businesses, using your tax planning skills to help clients navigate... ...income tax provisions, and trust or estate documentation- Analyzing financial...SeniorPrivateFull timeH1b- ...States is seeking an experienced tax professional to advise clients... ...partnership tax preparation, planning, and compliance for high-net-worth individuals and privately held businesses. Responsibilities... ..., capital gains, trusts and estates, and leading cross-functional tax...SeniorPrivate
- Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate... ...relationship owner for your portfolio, guiding client plans, communicating with the team, and identifying...SeniorPrivate
- Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will leverage interdisciplinary experts to deliver comprehensive financial solutions and ensure a superior client...SeniorPrivate
$125k - $200k
...goals. We are seeking a technical tax professional to join our growing Real Estate Tax practice. This role will serve... ...specific needs including real estate private equity funds, public and private... ...s real estate practiceSupport tax planning and consulting engagements...SeniorPrivateFull timeWork at officeLocal area
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