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
- PwC Private is seeking a Senior Manager to lead complex tax advisory engagements for private companies, focusing on wealth management, compliance, and strategic planning. You will partner with... ...efficiency and support business strategy. The role emphasizes leading large-...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
- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...a Client Relationship Leader for our growing CAAS practice... ...for our clients - public, private and nonprofits ranging from... ....Implement a sales strategy for new account prospects,...PrivateTaxFull timeWork experience placementInterim roleLocal areaFlexible hours
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers... ...trusts & estates, individual tax rules (both transfer and... ...worth solutions, and retirement strategies Bachelor's degree and... ...can work closely with market leaders & practice partners without daily...PrivateTaxWork at office
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...entities (operating businesses, private foundations, etc.). Our role... ...to solidify regional strategies and subsequently advise the field...PrivateTaxWork at officeLocal area
- ...The Managing Director, Wealth Advisor will serve as a... ...manager within the firm's Private Client Services... ...the primary relationship leaders for an assigned group of... ...planning, estate planning, tax matters, liquidity,... ...execute client relationship strategies, ensuring...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
- ...estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure. In this role you will work...PrivateTax
$75k - $160k
...-10-08Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...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, philanthropic...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 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
$181.7k - $320.8k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...career opportunity for a Tax Director, Private Wealth to join our growing High Net Worth Tax practice... ...to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateTaxPrivate 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- ...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
$106.5k - $195.1k
...shape you? The opportunity Our Wealth Tax Advisory Practice is a... ...relationships. As a Manager in Private Tax, you will be at the forefront... ...planning, and governance strategies. Navigating the unique challenges... ...Join us in our team-led and leader-enabled hybrid model. Our...PrivateTaxSummer holidayFlexible hours$150k - $180k
...About PCM Encore Help Build the Wealth Management Firm of the Future. What if... ...combining sophisticated investment management, tax strategy, family office services, and a... ...seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary...PrivateTaxWork at office$150k - $180k
...About PCM Encore \n \n Help Build the Wealth Management Firm of the Future. \n \n... ...sophisticated investment management, tax strategy, family office services, and a technology... ...an experienced and highly motivated Private Wealth Advisor who will serve as the primary...PrivateTaxWork at office- JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial planning for Private... ...software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning with...PrivateTax
- Clearstead Advisors LLC is seeking a Managing Director, Wealth Advisor in Seattle to lead senior client relationships within Private Client Services, coordinating integrated advice across investments, planning, tax matters, and family office needs. You will collaborate...TaxWork at office
- EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families. You will mentor junior professionals and deepen client relationships while delivering tailored tax advice and compliance across multijurisdictional...PrivateTax
$220k - $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$130k - $205k
...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...PrivateTaxContract workWork experience placementSummer holidayFlexible hours- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated... ...Financial Services Type Privately Held About the Role The Company is... ...years of relevant experience in estate and tax planning, or fiduciary and trust...TaxWork at office
- Parcion Private Wealth in Bellevue, WA seeks a Senior Family Advisor (7+ years) to lead UHNW families, owning the client relationship from... ...plans, and collaborate with attorneys, CPAs, and insurers to optimize wealth strategies. #J-18808-Ljbffr Parcion Private Wealth LLCPrivate
$130k - $205k
...combination of transformative strategy, transactions and corporate finance... ...we partner with CEOs, Boards, Private Equity and Governments every... ..., which enables us to bring a wealth of deep sector and functional... ...in assurance, consulting, tax, strategy and transactions. Fueled...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours3 days per week$225k - $240k
...· Lead the annual business plan and monthly P&L forecasts. Strategy, M&A & Integration · Serve on the executive leadership team,... ...compliance with federal, state, payroll, and other applicable taxes. Systems & Team Leadership · Sponsor ERP, payroll, benefits...TaxFull time$72.3k - $150k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...opportunity for a Senior Tax Associate to join our growing Private Wealth International practice!Our Private Wealth International...PrivateTaxFull timePrivate practiceLocal areaWorldwide$157.23k - $192.17k
...discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and... ...: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise...PrivateTaxFull timeWork experience placementLocal area- EY is seeking a Senior Services Manager for the FSO EDGE Private practice in the United States. You will deliver tax compliance and consulting to private entities and high-net-worth individuals, leading engagements and coordinating specialists across teams. Ideal candidates...PrivateTaxPrivate practice
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