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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.

  • 218 open roles
  • 55 firms
  • Checked daily
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  • RoleTax, trust and estate
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55 firms

218 matching roles · sorted by most new this week

Showing US roles. See 11 international roles

CliftonLarsonAllen Wealth Advisors

RIA · Minneapolis, MN

Firm assets
$10B to $100B
People
50 to 250
Open roles
62 · 11 new
Firm profile

30 matching roles · 62 open in total

Tax Senior - Real Estate

SeniorTax, trust and estate · CPA

Shelton, CT

$87K–$141K posted pay
Yesterday

Seasonal Tax Preparer

MidTax, trust and estate

Baltimore, MD

$27.10–$44/hr posted pay
Yesterday

State and Local Tax, Telecom Associate - Winter 2027 - Atlanta, GA

AssociateTax, trust and estate

Atlanta, GA

Yesterday

+27 more at CliftonLarsonAllen Wealth Advisors

SCS Capital Management

Asset manager · Boston, MA

Firm assets
$10B to $100B
People
50 to 250
Open roles
88 · 4 new
All roles

10 matching roles · 88 open in total

Tax Accountant (Full-Time Cohort Program)

EntryTax, trust and estate · CPA

Los Angeles, CA

$65K posted pay
2 days ago

Tax Accountant (Full-Time Cohort Program)

EntryTax, trust and estate · CPA

New York, NY

$65K posted pay
2 days ago

Tax Accountant (Full-Time Cohort Program)

EntryTax, trust and estate · CPA

Nashville, TN

$60K posted pay
2 days ago

+7 more at SCS Capital Management

Hear first when these firms post

One email when there’s something new for Tax, trust and estate · US roles. At most one a day.

Mercer Global Advisors

RIA · Denver, CO

Firm assets
$10B to $100B
People
1,000 to 5,000
Open roles
75 · 3 new
Firm profile

19 matching roles · 75 open in total

Senior Tax Associate (Irvine, CA)

SeniorTax, trust and estate · CPA

Irvine, CA +1

$78K–$92K posted pay
Today

Senior Tax Associate - UHNW (Northeast)

SeniorTax, trust and estate · CPA

Remote

$99K–$110K posted pay
Yesterday

Senior Tax Associate (Encino, CA or Woodland Hills, CA)

SeniorTax, trust and estate · CPA

Encino +1

Yesterday

+16 more at Mercer Global Advisors

UMB Private Wealth Management

RIA · Overland Park, KS

Firm assets
Under $250M
People
50 to 250
Open roles
51 · 3 new
Firm profile

6 matching roles · 51 open in total

Corporate Trust Associate Relationship Manager II

AssociateTax, trust and estate

Delaware

$59K–$87K posted pay
Yesterday

Corporate Trust Relationship Manager III

SeniorTax, trust and estate

Remote

$98K–$145K posted pay
Yesterday

Corporate Trust Relationship Manager I

MidTax, trust and estate

Remote

$68K–$100K posted pay
Yesterday

+3 more at UMB Private Wealth Management

Plante Moran Financial Advisors

RIA · Southfield, MI

Firm assets
$10B to $100B
People
50 to 250
Open roles
75 · 1 new
All roles

22 matching roles · 75 open in total

2027 Summer Trust Advisor Intern

InternTax, trust and estate · JD

Grand Rapids

$36/hr posted pay
2 days ago

2028 Winter Audit or Tax Entry Level Staff

EntryTax, trust and estate · CPA

Chicago, IL

$75K–$83K posted pay
Oct 19

2028 Tax Solutions Group Intern

InternTax, trust and estate · CPA

Chicago, IL

$33–$36/hr posted pay
Oct 15

+19 more at Plante Moran Financial Advisors

Mariner

RIA · Overland Park, KS

Firm assets
Over $100B
People
1,000 to 5,000
Open roles
31 · 1 new
All roles

6 matching roles · 31 open in total

Senior Manager, Tax

SeniorTax, trust and estate · CPA

Scottsdale, AZ

$101K–$180K posted pay
6 days ago

Tax Manager

MidTax, trust and estate · CPA

Cincinnati, OH

$102K–$131K posted pay
Oct 14

Intern, Tax- Cincinnati, OH

InternTax, trust and estate

Cincinnati, OH +1

$27/hr posted pay
Sep 21

+3 more at Mariner

Brookfield Asset Management

Alternative asset manager · New York, NY

Firm assets
Over $100B
People
1,000 to 5,000
Open roles
70 · 1 new
Firm profile

3 matching roles · 70 open in total

BPG Tax Manager/Director

Director or MDTax, trust and estate · CPA

Brookfield Place New York

$115K–$190K posted pay
5 days ago

Vice President, Property Tax

SeniorTax, trust and estate

Republic Plaza

$210K–$240K/wk posted pay
Oct 14

Coordinator, Property Tax

AssociateTax, trust and estate

Republic Plaza

$80K–$95K/wk posted pay
Sep 23

Voleon Capital Management

Asset manager · Berkeley, CA

Firm assets
$10B to $100B
People
50 to 250
Open roles
24 · 1 new
Firm profile

2 matching roles · 24 open in total

Senior Tax Accountant

SeniorTax, trust and estate · CPA

Remote

$95K–$130K posted pay
Yesterday

Tax Associate

AssociateTax, trust and estate

Remote

$100K–$120K posted pay
Oct 1

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Every role comes from the firm’s own careers site and is checked there daily. You apply on the firm’s site; we never take applications or résumés. About the board

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