Private Wealth Trust & Estate Tax Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Tax Law, Regulatory Compliance Specialist
The Bonadio Group seeks an experienced trust and estate tax professional to expand fiduciary, estate, and gift tax services for high-net-worth clients and their advisors.
This role blends hands-on leadership of complex engagements with proactive planning, technical consultation, and mentorship to strengthen our Private Wealth tax offering over time. You will collaborate with trustees, executors, beneficiaries, and professional advisors to deliver integrated wealth planning solutions.
This is a genuine opening to take on the Private Wealth Trust & Estate Tax Lead role at Thisiscny.
We are looking to fill the Private Wealth Trust & Estate Tax Lead position at Thisiscny in City of Syracuse, NY, United States.
The Private Wealth Trust & Estate Tax Lead role at Thisiscny is now open for applications in City of Syracuse, NY, United States.
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