Partner - Private Client & Family Office | Tax, Trusts & Estates
Jobrapido
Private Client & Family Office Partner | Tax, Trusts & Estates | Distributed Law Firm Location: United States — Remote / Distributed Practice Area: Private Client, Family Office, Tax, Trusts & Estates, Wealth Planning Level: Partner The Opportunity Oculus Group is representing an established global law firm with a distributed, collaborative practice model seeking experienced Private Client, Trusts & Estates, and Tax Partners with established client relationships and portable practices. This opportunity is particularly attractive to attorneys advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, family offices, business owners, and multigenerational families who are interested in expanding their practices through collaboration with attorneys across complementary disciplines. Ideal Candidate Profile Experienced Partner with an established private client, estate planning, tax, or family office advisory practice. Portable book of business ideally $750,000+ annually. Experience in one or more of the following: Sophisticated estate and tax planning. Trust formation, administration, and fiduciary matters. Family office representation and governance. Business succession and generational wealth transfers. Gift, estate, and generation-skipping transfer tax planning. International private wealth and cross-border tax planning. Charitable planning, foundations, and philanthropic structures. Estate and trust controversies. Established relationships with HNW/UHNW individuals, family offices, business owners, wealth advisors, or financial institutions. Demonstrated business development and client relationship management capabilities. Why Explore This Opportunity? Distributed national law firm model with geographic flexibility. Opportunity to collaborate with Corporate/M&A, Real Estate, Tax, Finance, and Investment Management attorneys. Greater autonomy in managing client relationships and developing a private client practice. Access to operational and administrative infrastructure. Alternative to traditional law firm organizational and economic structures. Confidential Discussions We welcome confidential inquiries from established Private Client, Family Office, Tax, and Trusts & Estates Partners considering a change in platform or seeking opportunities to expand their practices. All inquiries will be treated confidentially. Candidate information will not be presented without prior authorization.
$28 - $40 per hour
...and businesses with tax preparation, planning... ...cross-border taxation, estates, gifts, and trusts. We’re a small,... ...that values thoughtful client service, clear communication... ...you’re balancing family responsibilities, continuing... ...with Microsoft Office, including Word,...Work at officeTaxHourly payFull timePart timeRemote workWork from homeBoyd Shoker PLLC
Everett, WA1 day ago- ...Tax Director, Private WealthBaker Tilly, one of the fastest growing CPA advisory firms... ...executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and... ...role if:You like being your client's personal advisor and collaborating...TaxPrivate practiceLocal area
Baker Tilly
Everett, WA2 days ago $32 - $55 per hour
...Special InspectorAtlas is a trusted leader in... ...of 3,500 employees and offices throughout the US, we... ...solutions to both public and private clients. Our services help improve... ...coverage.Time Off & Family Support: We offer... ...: We work together as partners, doing what we say with...Work at officePrivate clientHourly payLocal areaAtlas
Marysville, WA4 days ago$100k
...Service Advisor on behalf of our client—a growing retirement planning... ...This firm delivers a Virtual Family Office experience across retirement, investments, tax, estate, and risk, and they're looking... ...facing warmth that builds lasting trust - Planning software...Work at officeTaxJobrapido
Everett, WA2 days ago- ...Health is the region’s largest private, non-profit organization... ...creative services to children, families, and adults in a variety of outpatient... ...Counselor/Family Support Partner to join our Child, Youth &... ...Manager, you will help clients and caregivers develop natural...SuggestedFull timeTemporary workPart time
- ...Management and Real Estate Lending.Provide... ...of our clients. This may also... ...referrals to LOB partners.QualificationsOutgoing... ..., honesty, and trust.Embrace Gray... ..., offering tax advantages and... ...keep you and your family smiling and seeing... ...Use electronic office equipment such...Work at officeTaxTemporary workLocal areaFlexible hours
Banktech Ventures
Everett, WA4 days ago $19 - $20 per hour
...Cultivate and grow a robust client book through proactive... ...that naturally build trust and long-term client... ...CRM tools, and Microsoft Office ~ Able to climb... ...psychology and psychiatry ~ Family and caregiving benefits... ...coverage ~ Pre-tax commuter benefits including...Work at officeTaxHourly payFull timeTemporary workLocal areaFlexible hoursWeekend workAfternoon shiftV Opco LLC
Marysville, WA2 days ago$19 - $23 per hour
...ability to influence change. Family, community and hard... ...with 2-3 days in office in Marysville, Ohio (15... ...Brand Finance - Finance partner to Brand Marketing teams... ...our external auditors. Tax / Treasury - Work alongside... ...one of America’s most trusted companies-grounded for...Work at officeTaxHourly payWeekly paySummer workInternshipLocal area- ...WA is seeking an Experienced Tax Professional for the busy tax... ...and businesses, interviewing clients to understand finances, and offering... .... You will build trusted client relationships, provide... ...collegial team in a client-focused office. #J-18808-Ljbffr H&R BlockWork at officeTaxSeasonal work
- ...Community Service Office. As a Case Planning... ...the go‑to expert for clients navigating... ...between the lines, build trust quickly, and connect... ...and coordinate with partners across healthcare,... ...that you and your family will maintain health... ...enables them to use tax‑deferred dollars toward...Work at officeTaxFull timePart timeWork experience placementMonday to FridayFlexible hoursShift work
State of Washington
Everett, WA4 days ago - ...seeking a dynamic and experienced Private Client Advisor to join our growing... ...worth (HNW) community. As a trusted advisor, you will deliver... ...of affluent individuals and families. The Private Client... ...opportunities to all EPIC internal partners in all lines of insurance...Private clientFull time
EPIC Insurance Brokers & Consultants
Everett, WA4 days ago - ...Inc. is seeking an experienced Tax Professional to join as a... ...seasonal in-person role in our local office. You will prepare complete and... ...businesses, conduct in-depth client interviews, and deliver... ...recommendations to maximize savings. Build trusted relationships while providing...Work at officeTaxSeasonal workLocal area
- ...Company Description Strentz Family Law Group is a dedicated family law firm serving clients in and around Virginia. The firm... ...issues. As well as Wills, Trusts and Estates. Strentz Family Law Group values... ...to a positive and professional office culture. Qualifications...Work at officeFull timeRemote work
Strentz Family Law Group
Everett, WA3 days ago - ...Certuity was founded in 2004 and became the private family office of golf champion and entrepreneur... ...they are. Today, Certuity is a trusted partner to some of the most complex families... ...Own the full arc of the client relationship – architect sophisticated...Work at officeRemote workFlexible hours
Jobrapido
Everett, WA2 days ago $21.5 - $27 per hour
...Beaver Creek & Beaver Cove Property Type: Tax Credit Benefits: Medical, Dental,... ...individuals with unfurnished housing in multi-family dwellings. Essential Duties: Assist... ...ALL", and labor posters are posted in the office. Show apartments, accept applications,...Work at officeTaxFull timeTemporary workInterim roleLocal areaMonday to FridayFlexible hours- ...at the WorkSource office in Everett. This position... ...relationships with partners, other service... ...Experience Includes Client-Centered Service... ...Insurance (UI) and Paid Family Medical and Leave (... ..., value, and trust, our employees are... ...enables them to use tax-deferred dollars toward...Work at officeTaxFull timePart timeRemote workFlexible hoursShift work1 day per week
$21.5 - $27 per hour
...Beaver Creek & Beaver Cove Property Type: Tax Credit Benefits: Medical, Dental, Vision,... ...individuals with unfurnished housing in multi-family dwellings. Essential Duties: 1. Assist... ...ALL", and labor posters are posted in the office.* 7. Show apartments, accept applications,...Work at officeTaxFull timeTemporary workInterim roleLocal areaMonday to FridayFlexible hours- ...Job Description Family Law Attorney – Associate (Pierce County) \n \n Practice at... ...exceptional family law attorney to serve clients across Pierce County, with flexible work... ...on-site, or hybrid options (at our Tacoma office). \n \n You practice law. We do everything...Work at officeRemote jobFlexible hours
McKinley Irvin
Everett, WA14 days ago $32 - $35 per hour
...Responsibilities The Business Office Manager "BOM" must be familiar... ...; ~5. Manages all Resident Trust Fund procedures and ensures... ...financial obligations; ~9. Monitors private spend down and timely... ...assistance with uncooperative resident/family; ~10. Ensures private...Work at officeFull timeTemporary workDay shiftGenesis Healthcare Services
Everett, WA1 day ago$50k
...You'll Bring: Proficient in Microsoft Office and Google Suite, especially Excel Very... .... Employment is subject to New York State tax withholding under applicable regulations.... ...the Holtzbrinck Publishing Group, a large family-owned group of media companies headquartered...Work at officeTaxInternshipSeasonal workLocal areaRemote workMacmillan
Everett, WA4 days ago$17.13 - $80 per hour
...Seasonal Experienced Tax ProfessionalAs a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You... ...in-person at a local H&R Block tax office.Prepare complete, accurate tax returns...Work at officeTaxHourly payMinimum wageTemporary workSeasonal workLocal areaH&R Block
Marysville, WA5 days ago- ...services to assist individuals and families cope with complicated mental... ...a collaborative process with clients and other team members, the... ...to clients in and out of the office setting by utilizing communication... ...contributions, and pre-tax/Roth available Access to Employee...Work at officeTaxHourly payLocal areaRelocation package
Valley Cities Behavioral Health Care
Marysville, WA2 days ago - ...TalentWealth Recruiting is partnering with a growing,... ...term relationships with clients. This is not a traditional... ...across retirement, tax, estate, cash-flow, investment... ...worth individuals and families • A relationship-... ...and becoming a trusted resource for them •...TaxRemote work
Jobrapido
Everett, WA2 days ago - ...Our client, a highly respected insurance company, is... ...complex disputes, and partner with business leaders on... ...based in the Phoenix-area office. Preferred... ...Assistance Program ~ Pre-tax Commuter Benefits (as applicable... ...disability, veteran or family status or any other...Work at officeTaxFull timeLocal areaRemote work
Epiq Counsel
Everett, WA1 day ago $25 - $30 per hour
...non-exempt) Carey & Co partners exclusively with nonprofits... ...for our nonprofit clients. Reporting to the Director... ...assist with audit and tax preparation as needed.... ...experience in a small business, office management, or... ...information, marital or familial status, military or...Work at officeTaxHourly payFull timeLocal areaRemote workFlexible hoursCarey Services
Everett, WA21 hours ago$90 - $120 per hour
...Mental Health, a fast-growing private pay company dedicated to nurturing... ...quality of care to our clients. Our ethos revolves around fostering... ...an experienced and licensed Family Nurse Practitioner or... ...Available if you have your own office/practice. Benefits Flexible schedule...Work at officeHourly payDaily paidFull timeContract workPart timeFlexible hoursEmpower Mental Health
Everett, WA4 days ago- ...Developer Technology based client 3 days office is must Solution... ...Fixed Assets (FA) E-Business Tax (EBTax) Technical Leadership... ...Technologies Inc. is a trusted IT staffing, consulting, and software development partner headquartered in Dallas, Texas...Work at officeTaxPermanent employmentFlexible hours
Donato Technologies, Inc
Everett, WA2 days ago $22 - $29 per hour
...engineering firm with a 70-year history of service to public and private clients throughout the Pacific Rim, including Hawaii and Alaska. We are headquartered in Everett, Washington with additional offices in San Diego, CA; and Anchorage, AK. We have a culture of hard...Work at officePrivate clientHourly payFor contractorsInternshipFlexible hours$125k - $155k
...years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends... ...capabilities in bookkeeping, tax, advisory, and growth... ...strong reputation for trusted, relationship‑driven... ...supported individuals, families, and closely held businesses...Work at officeTaxLocal areaFlexible hours$27 - $41 per hour
...This unique opportunity combines tax expertise, entrepreneurial... ...Service Expert, you will serve as a trusted advisor, empowering customers... ...role in growing TurboTax's client base within the local... ...working onsite at a TurboTax office location, primarily between the...Work at officeTaxLocal areaMonday to FridayIntuit
Everett, WA5 days ago
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