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
- 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 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
- PNC Wealth Strategist Sr in the Private Bank organization may be based in Washington, DC, Bethesda, MD, or Tysons Corner, MD. PNC emphasizes in-office... ...provides guidance on workplace expectations. The role involves tax, estate and financial planning for high-net-worth clients...PrivateTaxWork at office
- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast,... ...new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients....TaxWork at office
- ...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
- ...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
$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- ...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
- ...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
$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$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
- 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
- ...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
- 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
$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$220k - $235k
...combination of transformative strategy, transactions and... ...with CEOs, Boards, Private Equity and Governments... ...sectors. As such, we 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 holidayWork 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
- 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
- J.P. Morgan Private Wealth Planner (VP) within Wealth Planning and Advice partners with advisors and clients to deliver holistic, goals-based... ...of Excellence. You will have deep knowledge in investment, tax, trusts, and estate planning while guiding clients through asset...PrivateTax
- PwC is seeking an Asset & Wealth Management Tax Director in Seattle to guide clients through complex tax planning, compliance, and strategy. You will lead engagements, set direction, and mentor the next generation of leaders while upholding PwC's standards. You will drive...Tax
$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$100k - $120k
Archer Lewis, based in Bellevue, Washington, seeks a Senior Tax Advisor responsible for directing all aspects of the tax function,... ...involves leading complex client engagements and optimizing tax strategies to drive business growth. The ideal candidate will have significant...Tax$250k - $290k
...combination of transformative strategy, transactions and... ...with CEOs, Boards, Private Equity and Governments... ...sectors. As such, we 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 holidayWork at officeFlexible 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...PrivateTaxContract workWork experience placementSummer holidayWork at officeFlexible hoursNight shift$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...TaxRemote job$177k - $300k
...for Advisor teams who are interested in wealth planning services to address their high-... ...financial information, and developing planning strategies while focusing on the bank's ability to... ...planning, income and wealth transfer tax planning, investments, retirement planning...TaxFull timeWork experience placementLocal areaWork from homeShift workDay shift$100.35k - $205k
Position Summary Are you a leader and strategic thinker with extensive first-hand... ..., while providing solutions to complex tax issues? Do you not only know what AGI &... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends...PrivateTaxPrivate practiceWork at officeLocal area
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