- Morgan Stanley (San Francisco, CA)
- …leading financial services firm in San Francisco is seeking a candidate experienced in estate and tax planning . The role involves collaborating with ... ultra-high net worth clients and professionals while simplifying complex legal concepts. Candidates must possess a JD, with additional qualifications in accounting preferred. This position offers a competitive salary range of $110,000 to $190,000 annually,… more
- EisnerAmper (Melville, NY)
- …10 hours ago Stamford, CT $100,000 - $115,000 2 weeks ago Director of Pillar Initiatives - Estate & Tax Planning Westport, CT $200,000 - $275,000 2 weeks ago ... Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals,...advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take… more
- Morgan Stanley (San Francisco, CA)
- …to provide clients and prospective clients objective information and analyses focusing on estate , gift and income tax planning . Working closely with ... with ultra-high net worth clients and prospective clients relating to estate and tax planning Review, summarize and critique existing and/or proposed… more
- Stonepath (San Francisco, CA)
- …the firm is known for its long‑standing client relationships and strategic approach to tax and estate planning . Their fully integrated services support ... trusts, estates, and business entities Oversee sophisticated strategies in gift, estate , and charitable tax planning Serve as the primary advisor for legacy… more
- Wright Staffing Source (Beverly Hills, CA)
- …manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning , and consulting, and will play a ... key role in supporting our high-net-worth clients. Key Responsibilities Trust and Estate Tax Compliance: Prepare and review complex trust, estate , and gift … more
- Grant Thornton (US) (Melville, NY)
- …Manager Stamford, CT $124,000.00-$335,000.00 2 weeks ago Director of Pillar Initiatives - Estate & Tax Planning Westport, CT $200,000.00-$275,000.00 2 weeks ... SALT - Income and Franchise Tax Senior Manager/Director Join to apply for the...to apply for the SALT - Income and Franchise Tax Senior Manager/Director role at Grant Thornton (US) SALT… more
- Wright Staffing Source (Beverly Hills, CA)
- …Manager or Director in Beverly Hills, California. The role involves managing trust and estate tax compliance, planning , and client relationships. The ideal ... offers the opportunity to support high-net-worth clients while mentoring junior staff members, ensuring compliance, and optimizing tax processes. #J-18808-Ljbffr more
- Mercer Advisors (San Francisco, CA)
- …a sophisticated technology platform and a team of experts in portfolio management, financial planning , tax , estate planning , and more. Key ... of appropriate financial solutions. Leverages Mercer's broad set of solutions including tax , estate planning , insurance, and more to provide a comprehensive… more
- CBIZ (Boston, MA)
- …including funds, family offices, developers, institutional investors, and private equity real estate groups. Provide sophisticated tax planning , structuring, ... largest practices in New England, servicing clients both locally and nationally. Our real estate team offers a range of accounting, tax , and advisory services… more
- JPMorgan Chase & Co. (San Francisco, CA)
- …Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... . * Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice. * Maintain up-to-date… more
- Baker Tilly International (San Francisco, CA)
- … returns + Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate , gift, charitable planning ... and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax , succession planning , valuation and… more
- Baker Tilly US (Santa Clara, CA)
- …gifts, and state taxes. Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal estate , gift, charitable, and ... individuals, family offices, businesses and trusts, providing comprehensive strategic income, trust, estate and gift tax , succession planning , valuation and… more
- Direct Staffing Inc (Boston, MA)
- …Applies general knowledge of multiple tax specialties (ie International, SALT, Estate Planning ) for issue identification and resolution Develops an in-depth ... The Core Tax Services Senior Manager /Senior Director is responsible...applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting… more
- EisnerAmper LLP (Melville, NY)
- …(DE&I) efforts**What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and ... tax laws and regulations. * Provide expert tax planning and advisory services to clients,...advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . *… more
- EY (Hoboken, NJ)
- …than just a technical understanding of current tax practices. As a Seasonal Real Estate Tax Senior Manager, we will look to you to apply your knowledge to ... of the role. Spend time on a variety of tax planning projects, responsibilities and tasks for...Business or related discipline. Seven to ten years' real estate tax experience in a professional services… more
- KPMG US (San Francisco, CA)
- Tax Manager or Senior Manager, Real Estate...on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or ... Deals & Transactions Join to apply for the Tax Manager or Senior Manager, Real Estate ...on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or… more
- GRF CPAs & Advisors (Bethesda, MD)
- …accurate and efficient product. * Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...Proficiency in use of computer tax preparation, tax research, tax planning software… more
- Ernst & Young Oman (San Francisco, CA)
- …dynamic FSO team! Your key responsibilities There isn't an average day for a Seasonal Real Estate Tax Senior Manager - so you're likely to spend your time on a ... variety of tax planning projects, responsibilities and tasks for...related discipline. * Seven to ten years' of real estate tax experience, within a professional services… more
- Ernst & Young Oman (San Francisco, CA)
- …their Real Estate FSO team. In this remote role, you will handle complex tax planning projects, manage a motivated team, and engage with clients to provide ... trusted tax advice. The ideal candidate will have 7-10 years of real estate tax experience, a degree in a related field, and strong analytical skills. This… more
- KPMG US (San Francisco, CA)
- …with a collaborative team. The role requires a minimum of five years' experience in tax planning , a relevant degree, and the ability to articulate complex tax ... A leading tax firm in California is seeking a ...Tax Manager or Senior Manager specializing in real estate deals and transactions. The chosen candidate will structure… more
