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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.

19 open roles at 6 firms · updated 18 min ago

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20 roles match

Cain, Watters & AssociatesRIA

Tax Internship - Spring 2027

Frisco, TX · Hybrid$22/hr posted payInternship

  • Tax, trust and estate
  • Intern
3 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

Curi CapitalRIA

Senior Tax Associate

Washington, DC +1 · Hybrid$100K–$115K posted pay

  • Tax, trust and estate
  • Senior
Oct 16

SCS Capital ManagementAsset manager

Senior Tax Staff Accountant

White Plains, NY · Hybrid$90K–$125K posted pay

  • Tax, trust and estate
  • Senior
  • CPA
Oct 15

SCS Capital ManagementAsset manager

Tax Staff Accountant

Nashville, TN · Hybrid$60K–$80K posted pay

  • Tax, trust and estate
  • Entry
  • CPA
Oct 15

SCS Capital ManagementAsset manager

Tax Manager

Encino · Hybrid$125K–$175K posted pay

  • Tax, trust and estate
  • Senior
  • CPA
Oct 12
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Covers: Tax, trust and estate · Hybrid · Pay posted · US roles

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Mercer Global AdvisorsRIA

Tax Manager (NorthEast)

McLean · Hybrid$116K–$145K posted pay

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

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

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

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