Senior Wealth Planning Consultant UHNW Estate & Tax (Remote)
Vanguard
- Remote job
Vanguard is seeking a Wealth Planning Consultant, Senior Specialist, to join their Advice and Wealth Management division in Charlotte, NC. This position advises ultra-high-net-worth clients on income tax, advanced estate planning, and financial planning strategies. The ideal candidate will possess a strong background in client advisory, a minimum of eight years of relevant experience, and an undergraduate degree. A hybrid work model is available, making this an attractive opportunity for experienced professionals seeking flexibility. #J-18808-Ljbffr Vanguard
- ...this role. Provides wealth planning consultations and support to Vanguard'... ...Wealth Planning Consultant, Senior Specialist with Vanguard... ...them with advanced estate planning, income tax and financial planning analysis... ...Other Considerations Remote is available for...Remote workSeniorTaxWork experience placementWork at office
$170k - $210k
...integrating financial planning, investment... ...management, tax, estate, insurance, and... ...methodologyhere. Regis UHNW Team Our Regis... .... Regis Wealth Advisors work... ...Job Summary The Senior Wealth Advisor... ...Chartered Financial Consultant (ChFC),... ...combination of remote and office work...Remote workSeniorTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours- Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding... ...worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll... ...support asset retention and growth. Remote options available. #J-18808-Ljbffr...Remote jobSeniorTax
$170k - $210k
...integrating financial planning, investment... ...management, tax, estate, insurance, and... ...here. Regis UHNW Team: Our... ...challenges. Regis Wealth Advisors work... ...Summary: The Senior Wealth Advisor... ...Chartered Financial Consultant (ChFC),... ...combination of remote and office work...Remote workSeniorTaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours- Provides wealth planning consultations and support to Vanguard's clients and financial advisors.... ...by providing them with advanced estate planning, income tax and financial planning analysis.... ...office regularly. Experience working remotely with demonstration of the ability...Remote jobTaxWork experience placementWork at officeRelocation package
- ...partnering with a national wealth management organization to build its Estate Planning Advisory team. They are seeking a Senior Estate Planning... ...and ultra-high net worth (UHNW) clients. This unique role... ...a preference for advanced tax qualifications. The position...SeniorTax
- Vanguard is seeking a Wealth Planning Consultant, Senior Specialist to provide tailored wealth planning consultations... ...journeys and offering advanced estate planning, income tax, and financial planning analysis. The position enables remote work for those over 40 miles from...Remote jobSeniorTax
$135k - $160k
...Senior Financial Planner Join an innovative, rapidly... ...-facing financial planning experience, with deep expertise... ...flow, investments, tax strategies, risk... ...Security, Medicare, pensions, estates Quickly establish... ...for every member in a remote setting Communicate...Remote workSeniorTaxTemporary workFlexible hoursAfternoon shift- ...Senior Wealth Advisor Prosperity is a leading wealth management company... ...objective financial planning services and investment advice... ...success: Investment, Retirement, Estate, Tax, Business, and Insurance.... ...three days onsite and two days remote. What It Means to Work...Remote workSeniorTaxWork at officeLocal area
- ...International Search Consultants Overview Join a... ..., DE, as a Senior Trust Officer ,... ...personal trust and estate administration... ...manager for a book of UHNW clients,... ...fiduciary laws, estate tax regulations, and wealth planning strategies to... ...(Part-Time) Remote Carneys Point Township...Remote workSeniorTaxFull timePart time
$180k - $230k
UHNW Senior Tax Manager (CPA required) $180,000 - $230,000 per year |... ...industries. Experience with estate planning implementation through trusts... ...and delivering strategic, consultative solutions Corresponding... ...days onsite per week—open to remote for candidates within California...Remote workSeniorTaxPermanent employmentLocal area3 days per week$150k - $175k
Why work at Modera Wealth? Modera Wealth Management is... ...financial planning and intelligent investment... ...plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation... ...education * Partial remote work * Salary range for...Remote workSeniorTaxFull timeTemporary workWork at officeLocal area$150k - $300k
Senior Tax Associate Attorney (M&A / UHNW) $150,000 - $300,000 per year | Chicago, IL | On-Site | Permanent Boutique... ...for private clients, including estate planning, business and corporate... ...Hybrid firm (in office preferred, remote possible) Partnership or international...Remote workSeniorTaxPermanent employmentWork at officeLocal area- Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal...Tax
$120k - $185k
...professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a... ...sophisticated wealth strategies for high-net... ...framework that integrates tax-efficient investing, risk... ...management, trust and estate planning, wealth transfer...SeniorTaxWork at office$100k - $360k
Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct consultations with high-net-worth individuals regarding retirement tax planning. This role revolves around sophisticated discussions... ...00,000 to $360,000 per year, this remote position allows for a flexible...Remote jobSeniorTaxFlexible hours$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...Remote jobSeniorTax$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled... ...with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...Remote jobSeniorTaxFor contractorsFlexible hours- ...entrepreneurial minded Senior Wealth Advisor focused... ...-high-net-worth (UHNW) prospective... ...relationships, a consultative approach, and a proven... ...Trust’s Wealth Planning, Family Office... ...of investments, tax and estate planning and/or banking... ...% in office, 40% remote for most...Remote workSeniorTaxTemporary workWork at office
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...Remote jobSeniorTaxFlexible hours
$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager based in Annapolis, Maryland. This role involves leading tax planning projects and providing crucial advisory services... ...model is hybrid, encouraging both in-person and remote collaboration. #J-18808-Ljbffr...Remote workSeniorTax- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to oversee tax planning projects and lead teams while providing high-quality advisory services... ...hybrid work model provides flexibility, ensuring both in-person collaboration and remote work. #J-18808-Ljbffr...Remote workSeniorTax
$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice across the real estate, hospitality... ...health plans, and a hybrid work model, ensuring a balance of in-person and remote collaboration. #J-18808-Ljbffr...Remote workSeniorTax- ...nationwide title services, the full-time Senior Title Examiner will examine public records... ...condition of property titles, working remotely as part of a collaborative team. Key responsibilities... ...Compiles and investigates public and tax records to assess liabilities and title...Remote workSeniorTaxFull timeWork experience placement
- BCG Attorney Search is seeking a senior estate and tax planning associate attorney to join their Family Wealth Planning Practice Group in White Plains, NY. The ideal candidate... ...strong analytical skills. Benefits include remote work opportunities and professional mentorship...Remote jobSeniorTax
- Job Overview A law firm seeks a senior estate and tax planning associate attorney in White Plains, NY. The candidate will join the Family Wealth Planning Practice Group, focusing on sophisticated... ...in a team environment. Benefits Remote work opportunities. Professional...Remote workSeniorTax
- ...Tax Professional (Senior / Supervisor / Manager) Our client, Desroches... ...of tax, assurance, and consulting services to a diverse portfolio... ..., with a focus on estate and business succession planning, income tax reduction... ...hybrid schedule with 2 days remote and 3 days on‑site,...Remote workSeniorTaxImmediate startRelocation package
- ...associate with a minimum of 5 years of experience in international tax and estate planning. You will advise clients on complex tax matters and... ...position offers a hybrid work environment with options for remote work. Ideal candidates will have strong analytical, writing...Remote workSeniorTax
- Withum's Trust and Estate Tax Manager position offers the opportunity to lead tax engagements for diverse clients... ...accuracy, timely delivery, and proactive tax planning, with opportunities for professional development. Remote work within the United States is supported, with...Remote workSeniorTax
- Crowe is seeking a Property Tax Manager in the Chicago area to lead real estate tax consulting, appeals, and assessments for a multi‑state portfolio. The role emphasizes... ...work model near a Crowe office, with potential remote arrangements based on business needs. #J-18808-...Remote workSeniorTaxWork at office
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