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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.

86 open roles at 27 firms · updated 54 min ago

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116 roles match

MarinerRIA

Associate, Tax

Overland Park, KS · Remote$60K–$85K posted pay

  • Tax, trust and estate
  • Associate
Sep 14

MarinerRIA

Associate Family Office

Tulsa, OK +1 · Remote$60K–$75K posted pay

  • Tax, trust and estate
  • Associate
Sep 14

Mercer Global AdvisorsRIA

Tax Manager (NorthEast)

McLean · Hybrid$116K–$145K posted pay

  • Tax, trust and estate
  • Mid
  • CPA
Sep 8

Trustage Investment ManagementAsset manager

Tax Manager (Remote)

Remote$102K–$154K posted pay

  • Tax, trust and estate
  • Mid
  • CFA
  • CPA
Sep 7
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Covers: Tax, trust and estate · Pay posted · US roles

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CorientRIA

Tax Manager

US-CA-San Diego$122K–$173K posted pay

  • Tax, trust and estate
  • Mid
  • CPA
  • JD
Sep 1

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

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

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

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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