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Private Wealth Daily
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Tax, trust and estate jobs in wealth management

Open tax, trust and estate roles: tax manager or cpa, trust officer, estate planning and more, from each firm's own careers site.

170 open roles at 52 firms · updated 4 min ago

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170 roles match

Showing US roles. See 8 international roles

  • Tax, trust and estate

BSW Wealth PartnersRIA

Senior Tax Advisor

Akron, OH +4$150K posted pay

  • Tax, trust and estate
  • Senior
  • CPA (required)
Aug 31

Schneider Downs Wealth Management AdvisorsRIA

2027 Tax Winter Intern

Pittsburgh, PA · Hybrid

  • Tax, trust and estate
  • Intern
  • CPA
Aug 27

Schneider Downs Wealth Management AdvisorsRIA

Senior Tax Analyst

Columbus, OH · Hybrid

  • Tax, trust and estate
  • Senior
  • CPA
Aug 27

Wealth Enhancement Advisory ServicesRIA

Tax Advisor (Hybrid)

Houston, TX · Hybrid$85K–$110K posted pay

  • Tax, trust and estate
  • Mid
  • CPA (required)
  • JD (required)
Aug 24

CAPTRUSTRIA

Tax Intern

New Orleans, LAOther

  • Tax, trust and estate
  • Intern
Aug 17
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Covers: Tax, trust and estate · US roles

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Drake & AssociatesRIA

Tax Advisor

Location not stated

  • Tax, trust and estate
  • Mid
  • CPA
Aug 16

Mercer Global AdvisorsRIA

Tax Partner - UHNW (Orange County)

Newport Beach, CA · Hybrid$213K–$250K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
Aug 13

Mercer Global AdvisorsRIA

Tax Partner - UHNW (Los Angeles)

Century City, LA · Hybrid$213K–$250K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
Aug 13

Modera Wealth ManagementRIA

Senior Tax Manager

Asheville, NC +4 · Hybrid$160K–$190K posted pay

  • Tax, trust and estate
  • Senior
  • CPA (required)
Aug 13

Neuberger Berman Investment AdvisersAlternative asset manager

Trust & Estate Planning Specialist

NY04$220K–$260K posted pay

  • Tax, trust and estate
  • Associate
  • CFP
  • JD
Aug 12

RXR Asset ManagementRIA

Tax Director

New York, NY$290K–$310K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA
Aug 6

Moneco AdvisorsRIA

Tax Manager

Fairfield, CT +3

  • Tax, trust and estate
  • Mid
  • CPA (required)
Aug 6

Mercer Global AdvisorsRIA

Tax Partner - UHNW

Remote$250K–$400K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
Aug 4

Mercer Global AdvisorsRIA

Tax Partner - UHNW (San Francisco)

San Francisco, CA · Hybrid$250K–$400K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
Aug 3

Rehmann WealthRIA

Tax Manager

OhioOther

  • Tax, trust and estate
  • Mid
  • CPA
Aug 2

Modera Wealth ManagementRIA

Senior Tax Manager

Oradell, NJ · Hybrid$160K–$190K posted pay

  • Tax, trust and estate
  • Senior
  • CPA (required)
Jul 22

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