Private Client & Trusts Associate — Tax & Wealth Planning
$220k - $370kMarina Sirras & Associates LLC
Marina Sirras & Associates LLC in Washington, DC seeks a junior to mid-level Associate to join a sophisticated Private Client practice. The role offers exposure to high-net-worth individuals and wealth transfer planning, with compensation ranging from $220,000 to $370,000 depending on experience. The successful candidate will handle trusts & estates, transfer tax planning, and related income tax matters, contributing to business succession and family office structuring in a high-caliber team #J-18808-Ljbffr Marina Sirras & Associates LLC
$220k - $370k
A sophisticated Private Client practice in Washington, D.C.... ...a junior to mid-level Associate to its growing team. Annual... ...and families . Trusts & estates and sophisticated wealth transfer planning Federal estate, gift,... ...generation-skipping transfer tax Income tax matters...TaxPrivate practiceWork at office$114.8k - $174k
...servicing existing client relationships and want... ...you love being a tax professional,... ...opportunity to join our Private Client Tax Practice... ...Director - Gift, Estate & Trusts We are open to... ...estate & trust tax planning and consulting... ...collaborating with CLA’s wealth advisory practice...TaxPrivate practiceLocal area- ...Counselling, Inc. seeks an experienced Trust Administration Leader to oversee client trust administration and supervise department... ...objectives and collaborate with Estate Planning, Client Advisor, Financial Manager, Investment and Tax teams to deliver integrated trust...Tax
- Vertis Wealth is seeking an attorney to support our tax and wealth management teams on an estate planning basis. You will work directly with clients and consult our Legal Directors and professionals to... ...Responsibilities include drafting revocable trusts, wills, powers of attorney,...TaxFlexible hours
- Baker Tilly US is seeking a Private Wealth Tax Principal to lead compliance and consulting for high... ...will have over 15 years of tax planning experience with a strong background in... ...taxation. This role involves advising clients on business succession, performing complex...Tax
- ...looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team... ...product includes revocable living trusts, wills, powers of attorney,...TaxHourly payFlexible hours
$78k - $140k
About the Role:A Trust Officer is responsible for providing... ...to existing trust clients. This role will act as... ...clients in achieving planned goals established at the... ...accounting and estate tax law.Strong interpersonal... ...benefits.We offer eligible associates comprehensive...TaxFull timeImmediate start- ...therapeutic objectives, discharge plans, and home exercise programs... ...to make a difference. As a trusted supporter in the recovery process... ...schools, and no state income tax. Whether you're drawn to the vibrant... ...your career or are bringing a wealth of experience, if you...TaxLocal areaImmediate startFlexible hoursWeekend work
$100k
Join Our Team as an Associate Real Estate Attorney Are you a newly licensed... ...your career in real estate law, tax matters, business law, escrow, and estate planning? Look no further! McFerran Law, P... ...transactional real estate and business client matters, as well as light...TaxFull time$61k - $119k
...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...& Advisory Services · Trust Services · Retirement Solutions... ...contractors3 for income tax purposes, and a... ...and Northwestern Mutual Wealth Management Company® (NMWMC...TaxFull timeContract workFor contractorsWork at office- ...POSITION: To partner with the Client Advisor and the advisory... ...implementation of transactions and planning strategies, and contributes... ...across investment, tax, trust, estate, charitable, insurance... ...organization operates as a private family wealth management office. #J-1880...TaxInterim roleWork at office
- Jeff Baker & Associates, P.S. (JBA) in Puyallup, Washington is looking for an experienced Tax Senior Accountant who enjoys working directly with clients and managing complex tax engagements. This role... ...skills in tax preparation and planning. The firm offers competitive compensation...Tax
- CLA is seeking a Tax Manager/Director - Gift, Estate & Trusts to join our Private Client Tax Practice in Western Washington (Bellevue, Lacey, Tacoma). You will develop... ...comprehensive gift, estate and trust tax planning, while helping grow CLA’s Private Client tax practice...TaxPrivate practice
$130k - $160k
Overview Are you a detail-oriented Tax Manager with a passion for... ...high-net-worth individuals, trusts, and estates ? Our growing firm... ...potential bonus, generous benefits plan & PTO, and more! What You’ll... ...and consulting to HNW clients and families Lead and mentor a...TaxFull timeLocal areaVisa sponsorship$2,500 per week
...recovery, ADLs, and safe discharge planning . New grads encouraged to... ...subject to confirmation) with tax-free stipend amount to be determined... ...through transparency and trust with our Therapists and Nurses... ...healthcare organizations and private practices throughout the United...TaxWeekly payPart timeZero hours contractPrivate practiceImmediate startShift work- ...environments while developing personalized treatment plans for patients Implement physical therapy... ...is filled with variety and purpose. As a trusted figure in the early stages of recovery,... ...practical advantages: no state income tax, access to quality educational...TaxLocal areaImmediate startFlexible hours
- ...Perform tax compliance, planning, and advisory services for a single-family office serving ultra-high... ...tax filings, as applicable to assigned clients Review tax returns, projections, and... ...structures, including investment partnerships, trusts, and closely held entities Analyze K-1...TaxWork at officeLocal area
- ...efficient, and timely administration of client trust accounts; supervise Trust Administration... ...staff; develop business unit strategies and plans aligned with FCI’s objectives; and work... ...Advisor, Financial Manager, Investment and Tax groups to achieve a fully integrated...TaxWork at office
- ...Trust & Estate Attorney – Build a meaningful practice with real support Gravis Law is seeking an experienced Trust & Estate Attorney to join our growing team. You’ll work with clients on estate planning, trust administration, and probate matters while benefiting from...Relocation package
$50k
...With over 9 million clients and 20,000... ...we’re proud to be privately-owned, placing the... ...partnership. Edward Jones associates are seen, heard,... ...concerns to accelerate trust and create... ...the branch business plan to increase branch... ...retirement plan, and tax-advantaged...TaxWork at officeWork from homeHome officeFlexible hours$1,000 per month
...Tacoma area. We provide tax, audit, valuations,... ...commitment to help our clients achieve success. Want to... ...will: Prepare personal, trust, estate and business tax... ...and becomes involved in planning for less complex... ...deduct some of the costs associated with operating it. These...TaxRelocationFlexible hours$61k - $119k
...business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...Investment & Advisory Services Trust Services Retirement Solutions Business... ...contractors for income tax purposes, and a statutory employee...TaxFor contractorsWork at office- ...Tax Senior Our firm is seeking a motivated tax senior to join our growing tax department. This individual... ...prepare and review tax returns, assist with tax planning projects, and serve as a key point of contact for clients. This is an excellent opportunity for a tax...Tax
- ...journal entries, reconcile accounts, and prepare financial statements on a timely basis. You will also monitor Trust expenses, calculate premiums, and manage tax withholdings while ensuring accuracy and compliance. The role requires Knowledge of accounting principles, 1+...Tax
- ...legal perspective. The ideal candidate is a trusted advisor, collaborative problem-solver,... ...of the City and is responsible for planning, directing, and managing the provision of... ...good standing of the Washington State Bar Association.Knowledge, Skills and Abilities: Knowledge...Full timeContract workLocal areaAfternoon shift
$130k - $160k
A leading recruiting firm is seeking an experienced Tax Manager to lead complex tax engagements for high-net-worth individuals. The ideal candidate will have 3-5 years of experience in tax management and an active CPA license. This position offers a hybrid work schedule...Tax- ...own successful financial planning firms prior to coaching... ...planning approach and client-first focus, he was... ...insurance, retirement, tax, estate, and business planning... ..., and professional associations. Qualifications:... ...and the ability to build trust and rapport with clients...TaxFull timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
- ...At Jeff Baker & Associates, we believe great accounting is about more than tax returns. We serve as trusted advisors who understand our clients' goals, challenges, and opportunities. Our team works... ...to provide proactive tax planning and guidance that creates meaningful...Tax
$10k - $49.99k
...Agent Career Washington Wealth Management Career Bellevue... ...health insurance, retirement planning, and self‑employment taxes. WealthBridge provides... ...years of history helping clients navigate life’s financial... ...framework: WealthBridge ’s New Associate Program follows a structured...TaxContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$85k - $140k
...Description Job Description Full-Time Associate Attorney at Astuno & Associates, APC... ...estate, domestic relations, and estate planning/trust and estates. For families and individuals... ...to negotiate effectively on behalf of clients. The Litigation Attorney will be...Full timeInternshipWork at officeImmediate startFlexible hours
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