Senior Wealth Tax Advisor for High‑Net‑Worth Families
EY
A global professional services firm is seeking a Senior in their Wealth Tax Advisory practice to deliver high-quality advisory services. The ideal candidate should have a strong understanding of wealth tax advisory and a background in estate planning. This role is client-facing, requiring collaboration with various teams, and offers flexible work arrangements. Join a team dedicated to providing bespoke wealth advisory services to influential clients. #J-18808-Ljbffr EY
- U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage... ...services to tailor strategies for High and Ultra High Net Worth clients. The role emphasizes building a trusted...SeniorHigh net worth
- Huntington Bancshares, Inc. seeks a Private Bank Wealth Advisor II to manage and grow a high-net-worth client portfolio by delivering comprehensive Wealth Plans. You will coordinate with specialists to fulfill client needs and focus on assets under management, loans, and...SeniorHigh net worthRemote job
$166k - $249k
...Western is seeking a Director, Senior Advisor to join our team! Are you... ...play a vital role in helping high-net-worth clients achieve their... ...management, estate planning, tax strategies, and risk management... ...preferred. Experience: 10-15 years Wealth management, including...SeniorHigh net worthFull time- ...will need to come from somewhere. The Role We’re looking for a Tax Senior who wants more than just another busy season. The work: you’... ...between $1 million and $20 million in revenue, alongside high‑net‑worth individuals. It’s the sort of client base where every day looks...SeniorHigh net worthSummer workWork at officeWeekend workDay shift
- Distinct | North America in Columbus, Ohio is seeking a Tax Senior to join a growing firm and move beyond the typical busy season. You will engage with privately owned businesses and high‑net‑worth individuals, handling a variety of tax complexities and proactive planning...SeniorHigh net worthWork at office
- Sequoia Financial Group Llc is seeking a Senior Tax Advisor to join its Tax Team in Dublin, Ohio. This role involves managing the full lifecycle... ...and developing customized tax planning recommendations for high-net-worth clients. Sequoia offers a collaborative environment aimed...SeniorHigh net worth
- ...Registered Investment Advisor (RIA), headquartered... ...financial planning and wealth management services.... ...generations. The Tax Advisor is a senior-level individual contributor... ...-up — all with a high standard of... ...recommendations for high-net-worth clients and may also...SeniorHigh net worthFlexible hours
$121.9k - $262.1k
...About The Role The Senior Wealth Strategist serves as the... ...strategy expert for high-net-worth and ultra-high-net-worth... ...Wealth Management Advisors (WMAs) and the broader... ...estate, income tax, gift and estate tax,... ...employees and their families, encompassing physical...SeniorHigh net worthBank staffShift work- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
$80k - $100k
...Position: Tax Accountant/Enrolled Agent Location... ...to delivering high-quality, high-touch experiences... ...business owners, families, and individuals around... ...with our tax manager and advisors to tackle complex tax planning... ...(medium and high net worth), trusts, and small businesses...High net worthFull timePart timeWork at officeLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...candidates will work alongside senior advisors and subject matter experts, supporting... ...of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients....High net worth
- The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. This role builds relationships with existing and new clients, coordinates...High net worth
- Huntington Bank in Columbus, OH seeks a Private Bank Wealth Advisor II to act as the primary client relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans. The role emphasizes asset growth, client service excellence, and coordination...High net worth
- U.S. Bank in Columbus, Ohio, seeks a Private Wealth Advisor to facilitate client financial objectives and manage relationships.... ...investments, and more, leveraging extensive experience with High and Ultra High Net Worth clients. The role requires strong networking and problem...High net worth
- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) Direct message... ...and take the next step in your professional journey! Seniority level Seniority level Mid-Senior level Employment type...High net worthFull timePrivate practice
$77.39k - $127.14k
...managed and collaborative wealth management solutions,... ...businesses. The Senior Trust Tax Accountant is... ...Trust Officers, Wealth Advisors, Investment Advisors,... ...wealth management firm, family office, or public accounting... ...environment serving high-net-worth clients....SeniorHigh net worthFull timeWork at officeLocal areaFlexible hours- ...Columbus, Ohio seeks a Relationship Manager to serve high net worth clients as the primary advisor, coordinating with trust, investment and planning strategists... .... The role requires strong advisory skills, in-depth wealth management knowledge, and a disciplined approach to...SeniorHigh net worth
- Fifth Third in Columbus, Ohio is seeking a Wealth Management Advisor II to serve as a trusted advisor for private bank clients, helping them achieve their wealth goals. Responsibilities include developing client relationships, ensuring service standards, and collaborating...Senior
- Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high‑net‑worth clients (> $15MM). You will lead discovery, develop... ...engagement, personalized planning across tax, estate, and investments, and leadership of...SeniorHigh net worth
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...efficiencies. As a Senior Associate you shall analyze... ...to pricing and client worth Reviewing contracts and... ..., vacation, personal and family sick leave, and more. To...SeniorFull timeH1b$88.9k - $128.4k
...strategic policy design and international tax planning, intangibles migration, royalty rate... .... In addition, we offer a comprehensive, high-quality benefits program ( which includes... ...and work life and providing you and your family with a measure of financial protection. Pay...SeniorWork experience placementWork at officeLocal area$82k - $135.2k
...Country The opportunity Our Wealth Tax Advisory Practice is a... ...team, serving premier families and their enterprises... ...expand, we are looking for a Senior to join our team and... ...critical role in delivering high‑quality advisory services to high‑net‑worth individuals (HNWI) and...SeniorHigh net worthWork experience placementSummer holidayFlexible hours$126.82k - $149.2k
...One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying,... ...years of experience interacting with High and Ultra High Net Worth clients. Preferred Skills/Experience...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...manage trust accounts and provide fiduciary responsibilities for high-net-worth clients. You will ensure compliance with legal requirements... ...'s degree and extensive experience in trust administration or wealth management. The ideal candidate should have strong analytical...SeniorHigh net worth
- Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning... ...designations. Join us in delivering exceptional service to our high-net-worth clients. #J-18808-Ljbffr Corient Private Wealth LLC.SeniorHigh net worth
- ...growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations,... ...planning teams and Wealth Advisors Completes financial plans, investment reports, tax and estate analysis as...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
$140k - $150k
...17 We are looking for an M&A Tax Associate to work for our client... ...consulting services to high-net-worth individuals and families, focusing on estate planning, wealth transfer, and tax optimization... ...financial modeling tools is a plus. Seniority level Mid-Senior level...High net worthFull time- Key Private Bank seeks a Wealth Planner to deliver comprehensive planning for high-net-worth clients in collaboration with Relationship Managers. You will lead Advanced Planning conversations, cover risk management, estate/wealth transfer, and specialty planning, and contribute...SeniorHigh net worth
- ...Competitive & Market Intelligence Analyst, Senior plays a critical role in expanding... ...private aviation, luxury, travel, and ultra high net worth consumer landscape. The individual will... ...Theft Protection Plans Pet Insurance Family & Caregiving Support #J-18808-Ljbffr NetJetsSeniorHigh net worthTemporary workFlexible hoursShift work
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....Senior
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