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
- ...Vice President, Wealth Planner Wealth Planning & Advice is a group... ...experts in trusts & estates, tax planning, financial planning... ...entities (operating businesses, private foundations, etc.). Our role... ...management to solidify regional strategies and subsequently advise the...PrivateTaxWork at officeLocal area
$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
- ...our members. We’re transforming wealth management through the perfect... ...financial needs—investments, taxes, retirement planning, and... ...and we expect our engineering leaders to understand every layer of what... ...months for hackathons, coaching, strategy discussions, and experiencing...TaxWork at officeRelocationMonday to Friday
- ...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
- ...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
$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$165k - $345k
...Seattle Washington Job Summary The Family Wealth Strategist serves as the lead advisor for... ...of orchestrating complex financial strategies and delivering a white-glove client experience... ...equivalent experience). Deep knowledge of tax, investment, estate planning, and...PrivateTaxWork experience placementWork at officeFlexible hoursNight shift$205k - $235k
...world. EY-Parthenon - Strategy and Execution - Deal... ...partner with CEOs, Boards, Private Equity and Governments... ...enables us to bring a wealth of deep sector and... ...us in our team-led and leader-enabled hybrid model. Our... ...assurance, consulting, tax, strategy and transactions...PrivateTaxWork experience placementSummer holidayFlexible hours$146.76k - $278.24k
...Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...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...PrivateTaxPrivate practiceLocal areaWorldwide$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and... ...customers spend, borrow, invest and save. Private Wealth Management (PWM) Private Wealth... ...with clients to advise on customized strategies, including tax, estate, philanthropic and private...PrivateTaxTemporary workWork at office$75k - $160k
Across Wealth Management, Goldman Sachs helps empower clients and customers... ...and design. Job Description 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 time- 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
$90 - $120 per hour
...Location: Anywhere in Country Seasonal Tax Manager – Private Client Services Private Client Services... ...income tax. Understanding of estate and wealth planning. Research and develop effective tax planning strategies. Comfort with remote work in a virtual team...PrivateTaxHourly paySeasonal workRemote work$91.22k - $172.95k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Tilly in a Tax Manager role with our Private Client Services/Private Wealth team in NorCal! This is a great... ...resolve client issues, and assist team leaders in researching and providing additional...PrivateTaxLocal area- TwinThread is seeking a Vice President, Wealth Planner in Bellevue, Washington, to provide... ...wealth planning advice and expertise in tax and trust laws. This role involves developing... ...and advising clients, ensuring that all strategies align with client goals. The ideal...Tax
- * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates... ...may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under...PrivateTax
$75k - $160k
A leading financial institution in Seattle seeks a candidate for Wealth Management. This role involves support for Private Wealth Advisors, conducting client analyses, and driving new business strategies. Candidates must have over 3 years of financial services experience...Private$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- A leading advisory firm is seeking a Tax Manager for its Private Client Services team in Seattle. This role involves providing tax compliance and advisory services to small business clients, mentoring junior staff, and working closely with leadership to drive firm success...PrivateTaxFlexible hours
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...thorough understanding of estate and wealth planning Experience researching tax... ...to develop effective tax planning strategies and translate complex data into...PrivateTaxHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client... ...thorough understanding of estate and wealth planning Experience researching tax issues... ...issues to develop effective tax planning strategies and translate complex data from a...PrivateTaxHourly paySeasonal workRemote workFlexible hours- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management... ...net worth clients. Work closely with Private Wealth Advisors and teammates to service... ...documents, estate planning, and tax concepts. Introduce new and existing clients...PrivateTaxWork at office
- 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
$76k - $125.3k
...technically demanding tax planning and compliance... ...handling hedge fund and Private equity K-1s Researching... ...effective tax planning strategies and translate complex... ...understanding of estate and wealth planning Experience... ...us in our team‑led and leader‑enabled hybrid model....PrivateTaxWork experience placementSummer holidayLocal areaFlexible hours- A financial services firm in Seattle is seeking a Wealth Management Analyst to support Financial Advisors and deliver exceptional client service. This role involves assisting with digital marketing, portfolio analysis, and various client service functions. Candidates should...PrivateWork experience placement
$190k - $265k
...looking for a visionary product leader to define the future of our... ...Responsibilities Define the product strategy and roadmap for CIC's compute... ..., GPU cloud, HPC, private cloud, or enterprise infrastructure... ...weeks of Paid Parental leave Pre-tax commuter benefits MTV - [Free...PrivateTaxTemporary workFlexible hours$130k - $185k
...working world. EY-Parthenon – Strategy and Execution - Capital Edge –... ...we partner with CEOs, Boards, Private Equity and Governments every... ...Join us in our team-led and leader-enabled hybrid model. Our expectation... ...in assurance, consulting, tax, strategy and transactions....PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours$205k - $235k
...working world. EY-Parthenon – Strategy and Execution – Growth... ...we partner with CEOs, Boards, Private Equity and Governments every step... ...client executives and internal leaders on AI strategy, product direction... ...in assurance, consulting, tax, strategy and transactions. Fueled...PrivateTaxWork experience placementSummer holidayWork at officeFlexible hours
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