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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.

20 open roles at 12 firms · updated 17 min ago

Filter roles · 3 on
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36 roles match

Cliftonlarsonallen Wealth AdvisorsRIA

Tax Principal or Signing Director

Irvine, CA$165K–$400K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
  • JD
Yesterday
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Covers: Tax, trust and estate · Pay posted · US roles

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Brown Brothers Harriman Credit PartnersPrivate credit

Sr. Investment Tax Specialist

Boston, MA$55K–$70K posted pay

  • Tax, trust and estate
  • Senior
Yesterday

Cliftonlarsonallen Wealth AdvisorsRIA

Seasonal Tax Preparer (Remote)

Denver, CO · Remote$28.20–$45.50/hr posted payPart time

  • Tax, trust and estate
  • Mid
Yesterday

Cain, Watters & AssociatesRIA

Tax Internship - Spring 2027

Frisco, TX · Hybrid$22/hr posted payInternship

  • Tax, trust and estate
  • Intern
3 days ago

BrookfieldAlternative asset manager

BPG Tax Manager/Director

Brookfield Place New York$115K–$190K posted pay

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

MarinerRIA

Senior Manager, Tax

Scottsdale, AZ$101K–$180K posted pay

  • Tax, trust and estate
  • Senior
  • CPA (required)
4 days ago

StepstonePrivate markets, secondaries and fund of funds

Vice President, Tax Advisor

New York, NY$215K–$228K posted pay

  • Tax, trust and estate
  • Senior
  • JD (required)
4 days ago

SCS Capital ManagementAsset manager

Wealth Strategist

Deerfield$150K–$170K posted pay

  • Tax, trust and estate
  • Senior
  • CFP (required)
  • CPA (required)
  • JD (required)
5 days ago

Cerity PartnersRIA

Tax Principal

Louisville KY$100K–$125K posted pay

  • Tax, trust and estate
  • Lead or principal
  • CPA
  • JD
5 days ago

SCS Capital ManagementAsset manager

Tax Manager

Missouri · Remote$110K–$130K posted pay

  • Tax, trust and estate
  • Senior
  • CPA
  • JD
6 days ago

Wealth Enhancement Advisory ServicesRIA

Tax Associate

Any · Remote$70K–$80K posted pay

  • Tax, trust and estate
  • Associate
  • CPA
6 days ago

Verde Capital ManagementRIA

CPA / Enrolled Agent

Location not stated$90K–$120K posted pay

  • Tax, trust and estate
  • Mid
  • CPA
6 days ago

Wealth Enhancement Advisory ServicesRIA

Tax Advisor (Hybrid role)

Charlotte, NC · Hybrid$115K–$135K posted pay

  • Tax, trust and estate
  • Mid
  • CPA (required)
  • JD (required)
6 days ago

Wealth Enhancement Advisory ServicesRIA

Tax Advisor

Any · Remote$115K–$135K posted pay

  • Tax, trust and estate
  • Mid
  • CPA (required)
  • JD (required)
6 days ago
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Covers: Tax, trust and estate · Pay posted · US roles

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