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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.

13 open roles at 7 firms · updated 54 min ago

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13 roles match

Cliftonlarsonallen Wealth AdvisorsRIA

Seasonal Tax Preparer (Remote)

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

  • Tax, trust and estate
  • Mid
Yesterday

Wealth Enhancement Advisory ServicesRIA

Tax Associate

Any · Remote$70K–$80K posted pay

  • Tax, trust and estate
  • Associate
  • CPA
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

Voleon Capital ManagementAsset manager

Tax Associate

Remote$100K–$120K posted pay

  • Tax, trust and estate
  • Associate
Oct 1

Trustage Investment ManagementAsset manager

Manager - State Tax (Remote)

Remote$102K–$154K posted pay

  • Tax, trust and estate
  • Mid
  • CFA
  • CPA
Sep 22
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Covers: Tax, trust and estate · Remote · US roles

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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

Trustage Investment ManagementAsset manager

Tax Manager (Remote)

Remote$102K–$154K posted pay

  • Tax, trust and estate
  • Mid
  • CFA
  • CPA
Sep 7

Mercer Global AdvisorsRIA

Tax Partner - UHNW

Remote$250K–$400K posted pay

  • Tax, trust and estate
  • Director or MD
  • CPA (required)
Aug 4
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Covers: Tax, trust and estate · Remote · US roles

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