Private Wealth Trust & Estate Tax Lead
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Tax Law, Regulatory Compliance Specialist, Tax Manager
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.
As a Private Wealth Trust & Estate Tax Lead, you will play an important part at Bonadio Group in City of Syracuse, NY, United States.
We would love to welcome a new Private Wealth Trust & Estate Tax Lead to our group in City of Syracuse, NY, United States.
For the Private Wealth Trust & Estate Tax Lead position at Bonadio Group, we are reviewing applications now.
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