Private Wealth Tax Strategy Leader
Baker Tilly International
A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal candidate has significant experience in tax planning for wealthy individuals and their businesses, along with strong client service skills. This position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr Baker Tilly International
- ...experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑... ...Reporting to the Regional Market Leader, you will collaborate with investment... ...comprehensive financial planning, tax and estate strategies, and...TaxFlexible hours
- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning...PrivateTax
- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...PrivateTax
- ...Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to... ...drive asset growth through cross-portfolio strategies. The role emphasizes a strong client-... ...wealth advisors, and a focus on retirement, tax optimization, and education planning....PrivateTaxPrivate practice
$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and... ...role requires a collaborative leader who confidently serves as the... ...service. Represent the Personal Strategy investment approach by... ...planning, income optimization, tax-efficient investing, education...PrivateTaxWork experience placementPrivate practiceLocal areaRemote work- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration with partners is essential. The...Tax
- Baker Tilly Advisory Group, LP in Seattle is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and families. The ideal candidate will possess a CPA or JD and have over 15 years of experience in taxation. Your...PrivateTax
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...& estates, individual tax rules (both transfer and... ..., and retirement strategies Bachelor's degree and... ...work closely with market leaders & practice partners without...PrivateTaxWork at office
$165k - $345k
...Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for... ...capable of orchestrating complex financial strategies and delivering a white-glove client... ...equivalent experience).Deep knowledge of tax, investment, estate planning, and philanthropic...PrivateTaxFull timeWork at officeFlexible hoursNight shift- Parcion Private Wealth seeks a Marketing & Events Manager to drive brand strategy across digital campaigns, content, events and firm initiatives. The role blends creative work with hands-on execution, coordinating our flagship client event and producing social content while...Private
- ...experts to develop and implement customized Wealth Management strategies for clients.5. Orchestrates... ...charitable giving, wealth transfer, and tax services.6. Develops tailored meeting... ...the organization is encouraged, senior leaders are accessible, and you can take pride...PrivateTaxFull timeTemporary workFlexible hours
- ...Tilly is a leading advisory, tax and assurance firm, providing... ...where you will be the "go to" Private Wealth Tax expert?Are you inspired... ...or JD requiredExperience as a leader in a public accounting firm in... ...current regarding applicable strategies, see the "big picture" as...PrivateTaxFull timePrivate practiceLocal areaWorldwide
$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth... ...order to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateTaxFull timePrivate practiceLocal areaWorldwide- ...Tax Manager Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal! This is a great opportunity to be a valued advisor delivering... ...in order to stay current regarding applicable strategies, see the "big picture" as well as the details,...PrivateTax
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...technology, data and design.Private Wealth Management (PWM)Goldman... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,...PrivateTaxFull timeTemporary workPart time- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office... ...across disciplines — investment strategy, tax and estate planning, philanthropic advisory... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong...PrivateTaxWork at office
$96k - $210k
...Vice President, Private Wealth Management Advisor Provide strategic leadership for the achievement... ...financial plans and wealth strategies intended to plan for future goals and cash... ...and efficient savings, investment, and tax strategy. The Expertise We're Looking...PrivateTaxFull time- ...firm specializes in delivering customized wealth management and investment advisory... ...investment management, estate planning, tax strategy, risk management, charitable planning, and... ...worth clients within wealth management, private wealth, family office, or investment advisory...PrivateTaxFor contractorsWork at office
- ...Development @ Next Level Recruiting | Investment Banking | Private Equity | Family Office | Wealth Management | Tax Wealth Manager/Research Analyst Seattle, WA Our... ...research on portfolio performance, investment strategies, manager searches, and technology, along with...PrivateTaxFull timeWork at office
$60k - $125k
...to think outside the box? Our Wealth Management Professionals support... ...and design. Goldman Sachs Private Wealth Management (PWM)... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTax$91.22k - $172.99k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal! This is a... ...order to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateTaxLocal areaWorldwide$75k - $125k
...enhancing our business. OUR IMPACT Wealth Management Across Wealth... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,...PrivateTaxFull timeTemporary workPart time- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ..., trusts & estates, individual tax rules (both transfer and income... ...can work closely with market leaders & practice partners without...PrivateTaxWork at office
$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management... ...("Robertson Stephens") is a privately held national wealth... ...financial planning and investment strategy needs of high-net-worth individuals... ...external professionals using tax-efficiency strategies, cash...PrivateTaxTemporary workWork at officeFlexible hours- ...Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi... ...(RIA). Seeking a dynamic leader to help the firm fulfill its... ...estate planning counsel and tax professionals. High attention... ...function Consulting, Finance, and Strategy/Planning Industries Financial...PrivateTaxFull timeWork at office
$60k - $125k
...to think outside the box? Our Wealth Management Professionals support... ...technology, data and design. Private Wealth Management (PWM)... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTaxFull timeTemporary workPart timeLocal area- JPMorganChase in Bellevue, WA seeks a Vice President, Private Wealth Planner to deliver holistic financial planning to clients. This role... ...various planning areas, including retirement and investment strategies. The successful candidate will partner with advisory teams to...Private
- A leading CPA advisory firm in Seattle is seeking a Tax Manager for the Private Wealth/High Net Worth team. This role involves delivering tax and business advisory services to small business clients, mentoring staff, and developing strong client relationships. Candidates...PrivateTaxFlexible hours
$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services... ...develop effective tax planning strategies. Communicate complex tax issues... .... Join us in our team-led and leader-enabled hybrid model. Our expectation...PrivateTaxWork experience placementSummer holidayFlexible hours- ...Coalition for Housing (ARCH), non-profit and private-sector housing developers, other housing... ...of the 2026-32 Affordable Housing Strategy, updates to affordable housing development... ...ongoing elements such as the multifamily tax exemption program, capital investment and...PrivateTaxFull timeWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursAfternoon shift
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