Senior Private Wealth Tax Leader & Planner
Baker Tilly Advisory Group, LP
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 role will involve performing detailed reviews of tax returns, advising clients on succession planning, and managing engagement staffing. Join a company that values professional development and team growth. #J-18808-Ljbffr
- ...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...SeniorPrivateTax
- ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior... ...Wealth Strategist is a thought leader in wealth strategy,... ...guidance and education on estate, tax, philanthropic, and multigenerational... ..., family partnerships, private foundations, and charitable...SeniorPrivateTaxWork at officeRemote work
- U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...SeniorTax
$148.5k - $174.7k
Job Description The PWM Wealth Planner is focused on providing clients with comprehensive, goal... ...planning, protection planning, philanthropic, tax planning, business transition planning,... ...with clients or in conjunction with senior team members. Basic Qualifications...SeniorTaxTemporary workWork experience placement$165k - $345k
...Seattle Washington Job Summary The Family Wealth Strategist serves as the lead advisor for... ...families with $25MM+ in investible assets. This senior-level role is responsible for prospecting... ...equivalent experience). Deep knowledge of tax, investment, estate planning, and...PrivateTaxWork experience placementWork at officeFlexible hoursNight shift- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...planning. The Private Wealth Planner (PWP) role is central... ...& estates, individual tax rules (both transfer... ...closely with market leaders & practice partners...PrivateTaxWork at office
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...for external Wealth Strategists for tax and estate planning, business succession... ...benefits, and competitive compensation Leaders who support your development through...SeniorTaxTemporary 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...SeniorPrivateTaxWork at office
$142.7k - $214.03k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!...SeniorPrivateTaxPrivate practiceLocal areaWorldwide$146.76k - $278.24k
# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...nation, has an incredible career opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High Net Worth Texas Tax practice!Our...SeniorPrivateTaxPrivate practiceLocal areaWorldwide$94k - $175k
...beneficiaries. As a member of the Key Private Bank (KPB) relationship... ...well-coordinated estate, tax and financial planning alternatives... .... Work closely with Sales Leader, Regional Trust Director and local... ..., tax, and other related wealth issues by keeping current as to...SeniorPrivateTaxWork experience placementWork at officeLocal areaFlexible hours- ...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...PrivateTax
$95.4k - $180.4k
...RSM US LLP is seeking a Tax Manager in Seattle, Washington, to advise ultra-high net worth families on tax services including structuring and compliance. The ideal candidate will have experience in public accounting or a family office, with a focus on individual, fiduciary...SeniorPrivateTaxWork at office$81.7k - $135k
...to build a better working world. Tax – Indirect Tax – Sales and Use – Senior Will you shape the future or... ...reporting needs for both public and private entities. You’ll develop and implement... .... Join us in our team-led and leader-enabled hybrid model. Our expectation...SeniorPrivateTaxSummer holidayImmediate startFlexible hours$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... ...responsibilities A senior analyst in FSO EDGE WAM...SeniorPrivateTaxSummer holidayWork at officeLocal areaFlexible hours- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst | Seattle Accelerate your career at the pinnacle of... ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking...SeniorPrivateTaxWork at office
- ...Well is seeking an experienced CFP to join their collaborative team in Bellevue, WA. This role focuses on delivering complex financial, tax, and estate planning strategies for high-net-worth families, valuing long-term relationships over product pushing. You'll inherit an...SeniorTax
$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$116k - $216k
...position Key as the client’s trusted advisor. Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). Provides timely feedback to the...SeniorPrivateTaxWork experience placementWork at office$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...and specialized tax assistance tailored to... ...facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM... ...us in our team‑led and leader‑enabled hybrid model. Our...SeniorPrivateTaxSummer holidayWork at officeLocal areaFlexible hours- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | Seattle location_on Seattle, Washington, United States YOUR IMPACT Accelerate... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...SeniorPrivateTaxFull timeTemporary workWork at office
$158.01k - $276.46k
Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The...Senior$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle, WAtime type... ...the appropriateplan for estate taxes. Utilizes knowledge ofinheritance gift,... ...within the organization is encouraged, senior leaders are accessible, and you can take pride in...SeniorTaxLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary...Private
- ...Mission Range is on a mission to redefine wealth management. We harness technology to help... ...Agent (EA) specializing in individual tax planning and tax return review to join... ...collaborate closely with our Certified Financial Planners® to devise and implement tax strategies...SeniorTaxWork at officeLocal areaRelocationMonday to Friday
- ...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
$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...SeniorPrivate- ...Senior Asset Allocation Strategist Russell Investments is seeking a quantitatively skilled... ...solutions, primarily focused in the U.S. Wealth channel Build and enhance models... ...Innovation Conduct research on topics such as tax-efficient investing, asset location,...SeniorTax
$75k - $100k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...Completes financial plans, investment reports, tax and estate analysis as requested Vast... ...intellectual capital of an innovative industry leader to create a profoundly different wealth...TaxPermanent employmentTemporary workWork at officeFlexible hours- 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...SeniorPrivate
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