Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

102 open roles at 33 firms · updated just now

Filter roles · 2 on
Role
6 more
Specific role
Firm type
Seniority
1 more
Location
PayPosted by the firm, never estimated
Firm assetsRegulatory assets from Form ADV
Firm sizeEmployees, from Form ADV
Licenses and designationsRoles that ask for them
Posted
Clear all

Wilmington Trust Investment AdvisorsRIA

Senior Trust Administrator

New York, NY$76K–$127K posted pay

  • Tax, trust and estate
  • Senior
Sep 29

Boulay WealthRIA

Tax Senior or Supervisor

Eden Prairie, MN · Remote$72K–$102K posted pay

  • Tax, trust and estate
  • Lead or principal
Sep 28

BrookfieldAlternative asset manager

Coordinator, Property Tax

Republic Plaza$80K–$95K/wk posted pay

  • Tax, trust and estate
  • Associate
Sep 23

Oaktree Capital ManagementPrivate credit

Assistant Vice President, Tax

New York, NY$155K–$185K posted pay

  • Tax, trust and estate
  • Senior
  • CPA
Sep 23

Trustage Investment ManagementAsset manager

Manager - State Tax (Remote)

Remote$102K–$154K posted pay

  • Tax, trust and estate
  • Mid
  • CFA
  • CPA
Sep 22
Job alert

Get roles like these by email

Covers: Tax, trust and estate · Pay posted · US roles

How often

Any address you like. We send only these alerts there.

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

CorientRIA

Tax Manager

US-CA-San Diego$122K–$173K posted pay

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

First National AdvisersAsset manager

Trust Officer

Kansas City, MO$108K–$183K posted pay

  • Tax, trust and estate
  • Mid
  • CFP
  • CFA
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

Show more roles

Job alert

Get new roles like these by email

Covers: Tax, trust and estate · Pay posted · US roles

At most one email a day, only when there is something new. Its own unsubscribe link stops it; nothing else you get changes.

How often

Any address you like. We send only these alerts there.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.