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
- 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
- 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
- ...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
$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during...Tax$30 per hour
...department as a Senior Family Wealth Strategist. The Senior... ...Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise... ...and education on estate, tax, philanthropic, and... ...trusts, family partnerships, private foundations, and charitable...PrivateTaxWork at officeRemote work- ...Private Wealth Tax Principal Are you looking to join an entrepreneurial firm which is one of... ...CPA or JD required Experience as a leader in a public accounting firm in the Tax... ...to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateTaxPrivate practice
$75k - $125k
...leading global investment firm is seeking a Financial Analyst for their Seattle location. The role involves working closely with Private Wealth Advisors, monitoring client portfolios, and supporting business development for high net worth clients. Candidates should hold...Private- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...Private
$165k - $345k
...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington Job Summary... ...capable of orchestrating complex financial strategies and delivering a white-glove client... ...equivalent experience). ~ Deep knowledge of tax, investment, estate planning, and philanthropic...PrivateTaxWork experience placementWork at officeFlexible hoursNight shift$75k - $125k
...enhancing our business. Across Wealth Management, Goldman Sachs... ...and design. Goldman Sachs Private Wealth Management (PWM) specializes... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,...PrivateTaxFull timeTemporary workPart time- ...Tilly is a leading advisory, tax and assurance firm, providing... ...where you will be the "go to" Private Wealth Tax expert? Are you... ...required Experience as a leader in a public accounting firm in... ...current regarding applicable strategies, see the "big picture" as well...PrivateTaxPrivate practiceLocal areaWorldwide
$142.7k - $214.03k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ...order to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateTaxPrivate practiceLocal areaWorldwide- ...portfolio construction, estate planning, tax‑aware investing, retirement strategy, risk management, and advisory... .... We’re looking for experienced Wealth Managers who can challenge advanced... ...professional experience in wealth management, private banking, financial advisory, family...PrivateTaxRemote jobFor contractorsWork at office
$103.6k - $189.7k
...working world. EY is a leader in serving the global... ...and Capital Markets, Wealth and Asset Management and... ...professionals providing dedicated tax technical services to... ...facets of hedge fund, private equity fund and mutual... ..., consulting, tax, strategy and transactions....PrivateTaxSummer holidayWork at officeLocal areaFlexible hours$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- ...career at the pinnacle of global wealth management. Goldman Sachs is... ...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...PrivateTaxWork at office
$76k - $125.3k
...working world. EY is a leader in serving the global... ...and Capital Markets, Wealth and Asset Management and... ...professionals providing dedicated tax technical services to... ...facets of hedge fund, private equity fund and mutual... ..., consulting, tax, strategy and transactions....PrivateTaxSummer holidayWork at officeLocal areaFlexible hours- 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
$205k - $235k
...combination of transformative strategy, transactions and... ...with CEOs, Boards, Private Equity and Governments... ...enables us to bring a wealth of deep sector and functional... ...us in our team-led and leader-enabled hybrid model.... ...assurance, consulting, tax, strategy and transactions...PrivateTaxWork experience placementSummer holidayFlexible hours$116k - $216k
KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate will have at least 7 years of experience in sales and business development, strong...Private- ...Tilly is a leading advisory, tax and assurance firm, providing... ...families, family offices and their private businesses and/or investment... ...JD required. Experience as a leader in a public accounting firm in... ...current regarding applicable strategies, see the “big picture” as well...PrivateTaxLocal area
- JPMorgan Chase & Co. is seeking a Private Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the ability to generate...Private
$125.4k - $181.88k
...Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays... ...This role requires a natural leader, someone who can confidently... ...Represent the 'Personal Strategy' investment strategy; recommend... ...planning, income optimization, tax-advantaged savings strategies...Tax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...facets of hedge fund, private equity fund and mutual fund taxation... ...Join us in our team‑led and leader‑enabled hybrid model. Our expectation...PrivateTaxSummer holidayWork at officeLocal areaFlexible hours$155k - $267k
...looking for a visionary product leader to define the future of our... ...~ Define the product strategy and roadmap for CIC's compute... ...virtualization, GPU cloud, HPC, private cloud, or enterprise infrastructure... ...of Paid Parental leave Pre-tax commuter benefits MTV - [Free...PrivateTaxTemporary workFlexible hours$205k - $235k
...combination of transformative strategy, transactions and corporate finance... ...we partner with CEOs, Boards, Private Equity and Governments every... ...collaborate with Business Leaders, AI/ML Engineers, Project Managers... ...in assurance, consulting, tax, strategy and transactions. Fueled...PrivateTaxWork experience placementSummer holidayFlexible hours$185k - $250k
...entrepreneurs navigating significant wealth events. This is a senior-level... ...of planning and wealth strategy. Guide conversations on succession... ...coordinating with external tax, legal, and insurance... ...in an RIA, family office, or private bank. Series 65 (or equivalent...PrivateTaxWork at office- ...Description Job Description Tax Manager / Senior... ...to investment income, private equity, and hedge funds... ...planning, estimated strategies, and life event planning... ...). • Coordinate with wealth managers, attorneys, and... ...Lead a team like a real leader • Manage budgets,...PrivateTaxLive inWork at officeRemote workFlexible hours
$30 per hour
...active‑duty military spouses new to the private or public sector in their transition to a... ...Construction and Engineering Demonstration Data Strategy Intern Position: The Oracle Construction... ...care Flexible Spending Accounts. Pre‑tax commuter and parking benefits. 401(k)...PrivateTaxHourly payTemporary workInternshipSeasonal workFlexible hours
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