- EisnerAmper (Melville, NY)
- …expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take on the ... Join to apply for the Tax Senior Manager, Trust & Estate -...$115,000 2 weeks ago Director of Pillar Initiatives - Estate & Tax Planning Westport, CT $200,000… more
- EisnerAmper LLP (Melville, NY)
- Tax Senior Manager, Trust & Estate -...and advisory services to clients, including wealth transfer strategies, charitable planning , and estate ... Private Client Services (PCS) page is loaded **Tax Senior Manager, Trust & Estate - Private...You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and… more
- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- ABGi USA (Boston, MA)
- …strategic advisor to clients, providing guidance on tax implications of wealth transfers, charitable giving, estate planning , and closely held business ... features. Direct message the job poster from ABGi USA Sr . Director of HR and Talent Solutions Practice Leader...- a trusted talent advisor to CPAs and their Senior Tax Manager - Private Client Services - Boston/Foxborough,… more
- Stonepath (San Francisco, CA)
- …high‑net‑worth taxation, including partnerships, individuals, trusts, estates, charitable planning , and sophisticated gift strategies. With three senior ... trusts, estates, and business entities Oversee sophisticated strategies in gift, estate , and charitable tax planning Serve as the primary advisor for… more
- The Pew Charitable Trusts (Washington, DC)
- Project Director, Head of Global Talent Acquisition at The Pew Charitable Trusts and Election Trust Initiative, LLC Department Overview The Workplace Services (WPS) ... Department is a critical function within the operations division of The Pew Charitable Trusts and supports the Pew Research Center. Consisting of approximately 30… more
- Brighton Jones (Washington, DC)
- …and provide exceptional service impact for individual, small business, fiduciary, and related estate , gift, and charitable tax planning and compliance. We ... Join to apply for the Tax Senior Manager - Washington, DC role at Brighton...and business goals, and providing high quality tax and planning advice using a consultative approach. Take our Values… more
- Brighton Jones (Boston, MA)
- …and provide exceptional service impact for individual, small business, fiduciary, and related estate , gift, and charitable tax planning and compliance. We ... Overview Join to apply for the Tax Senior Manager - Boston role at Brighton Jones...and business goals, and providing high quality tax and planning advice using a consultative approach. Take our Values… more
- Caltech (Pasadena, CA)
- …all estate and income tax issues. Enhance Caltech's network of estate planning attorneys, accountants, and financial advisors, by proactively building ... 160 donor/beneficiary relationships. Reporting to the Executive Director of OGP, the Senior Gift Planning Officer (SGPO) will work with AAR colleagues… more
- BDO USA, LLP (Boston, MA)
- Job Summary 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 tax planning , preparation and research for pass through entities (S-corps,...owners' individual returns, which may include estates, trusts and charitable entities Manages client engagements, supervises and reviews work… more
- BDO USA (Boston, MA)
- Overview Join to apply for the Tax Senior Manager, Core Tax Services role at BDO USA . Job Description The Senior Tax Manager is responsible for providing tax ... through entities and to their business owners. Responsibilities Performs tax planning , preparation and research for pass through entities (S-corps, LLCs,… more
- JCW (New York, NY)
- …advisors, and other external partners to deliver holistic financial and estate planning services. Qualifications Bachelor's degree in Accounting, Finance, ... trusts, estates, partnerships, and S-corporations. Develop and implement advanced tax planning strategies, including wealth transfer, charitable giving, and… more
- EisnerAmper (Melville, NY)
- Join to apply for the Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper 1 week ago Be among the first 25 applicants Join to apply for the Tax ... Senior Manager - Private Client Services (PCS) role at...client service and tax expertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals… more
- EisnerAmper LLP (Melville, NY)
- …to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for ... values exceptional client service and tax expertise.* Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their… more
- Daedalian Foundation (Universal City, TX)
- …and board review Coordinates all grants and fundraising efforts including donor requests, estate planning and endowments. Individual & Major Gifts Build and ... and executing a comprehensive fundraising strategy for the organization's charitable foundation. This role oversees individual giving, major gifts, institutional… more
- Lucile Packard Foundation for Children's Health (Palo Alto, CA)
- …and long‑term growth. As a trusted advisor and thought partner to senior leadership, this role ensures disciplined financial oversight, aligns resources with the ... and Investment & Finance Committees, offering thoughtful guidance and insight to senior leadership to support strong financial governance. The compensation range for… more
- GRF CPAs & Advisors (Bethesda, MD)
- …actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Auburn University (Auburn, AL)
- …we need talent like yours to complete our team! **What You'll Do:** + **Provide charitable estate planning , and tax related expertise:** Work with alumni and ... Senior Planned Giving Officer to join our Gift Planning team!** In this pivotal role, you will use...professional growth. Guide team members in best practices regarding charitable estate planning + **Stewardship… more
- US Bank (Irvine, CA)
- …- Broad knowledge of the philanthropic, fiduciary, tax and estate planning disciplines - Experience drafting or reviewing charitable , estate , ... a particular market or region. Works closely with other senior members of the relationship team to meet all...meet all of client's philanthropic planning , wealth planning , estate planning and wealth… more
- Alaka'ina Foundation Family of Companies (Washington, DC)
- Sr Subject Matter Expert/Functional Area Expert Location DC - Washington Job Code 13516 # of openings 1 Apply Now ... Alaka`ina Foundation Family of Companies (FOCs) is possibly looking for a Senior Subject Matter Expert/Functional Area Expert (SME/FAE) to provide support for our… more
