Senior Tax Strategy Director - Private Wealth
Cresset
Cresset, a leading multi-family office and private investment firm, seeks a strategic tax professional to deliver tax planning and consulting for affluent clients. You will review tax work papers, ensure timely filings, and collaborate with senior leaders on complex issues. The role supports client relationships, coordinates with wealth-planning professionals, and mentors junior team members while contributing to business development and service excellence. #J-18808-Ljbffr Cresset
$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ...to stay current regarding applicable strategies, see the "big picture" as well as the...SeniorPrivateFull timePrivate practiceLocal areaWorldwide- JPMorgan Chase & Co. in Wealth Planning and Advice seeks a Vice President, Private Wealth Planner to deliver holistic, goals‑based financial planning for Private... ...software, and craft reports on asset allocation, trusts, taxes, education, retirement and cash flow planning with...SeniorPrivate
$160k - $210k
Boutique Recruiting is partnering with a respected financial institution to recruit a Private Banker for the Western United States. The role focuses on affluent clients, wealth management, lending, and relationship growth, with autonomy to expand a portfolio and build...SeniorPrivate- ...partners with a respected financial institution expanding its Private Banking team across the Western United States. The Private Banker... ..., manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy to grow your portfolio...SeniorPrivate
- U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client. You will provide expert counsel across wealth-management disciplines...SeniorPrivate
- ...ServiceRyan is growing our Federal Income Tax Consulting practice—focused on... ...seeking exceptional professionals at the Director and/or Senior Manager levels who are currently working... ...international tax provisions for public and private companies.In Ryan's flexible work...SeniorPrivateFull timeFlexible hours
$141.15k - $288.38k
...a part of the largest growth area in the tax industry? Do you have experience serving... ...important tax and business issues? If you’re a senior leader who wants to develop and thrive in... ...of the industry, including hedge funds, private equity, investment partnerships,...SeniorPrivateWork at officeLocal area$180.27k - $220.33k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SeniorPrivateFull timeWork experience placementLocal area$72.3k - $150k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...nation, has an incredible career opportunity for a Senior Tax Associate to join our growing Private Wealth International practice!Our Private Wealth International...SeniorPrivateFull timePrivate practiceLocal areaWorldwide- Global Advisers, LLC in Seattle, WA seeks a Private Wealth Advisor to lead relationships with high‑net‑worth and ultra‑high‑net‑worth clients... ..., planning, liquidity, risk management, and legacy strategies. The role requires a Bachelor's degree, 5+ years in wealth management...SeniorPrivate
- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning...SeniorPrivate
- U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships... ...management, the NMLS registration considerations, and the ability to advise on complex financial strategies. #J-18808-Ljbffr U.S. BankSeniorPrivate
- ...Senior Wealth Advisor – Multi-Family Office About the Opportunity A premier, rapidly... ...collaborate across disciplines — investment strategy, tax and estate planning, philanthropic... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role....SeniorPrivateWork at office
- JPMorgan Chase & Co. in Seattle is seeking an accomplished Private Banker to advise high-net-worth families, build lasting relationships... ...grow assets within the U.S. Private Bank. You will use your wealth management knowledge, credit and investment expertise to serve...SeniorPrivate
- Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in communities and build enduring practices around client segments. Advisors serve as trusted confidantes, connecting clients to Bernstein’s planning and investing resources to help meet...SeniorPrivate
- 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...SeniorPrivate
- International Search Consultants seeks a Private Wealth Advisor for a Seattle-based UHNW client service team. The role blends financial planning with project management and collaborates with ultra-high-net-worth families, entrepreneurs, and business owners. The ideal candidate...SeniorPrivate
$149.8k - $301.4k
...executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to... ...various industries and ownership structures including publicly and privately owned companies, private equity, family offices, exempt...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area- ...Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend... ...are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+... ...years to come. The Role We are looking for a Senior Tax Manager for our team! Leveraging your...SeniorPrivateWork experience placementInternshipFlexible hours
- Clark Nuber is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals, focusing on charitable giving and sophisticated tax planning. You will manage not-for-profit client work, including private operating foundations, foreign...SeniorPrivateRemote jobWork at office
- RSM US LLP in the United States seeks a dynamic Tax Senior Manager to join our Private Company tax practice. You\'ll lead engagements and advise... ...business owners on tax planning, compliance, and wealth transfer strategies, while coordinating with client teams. We offer a...SeniorPrivatePrivate practice
- Clark Nuber, PS is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals focused on charitable giving. This role drives sophisticated tax planning, foreign filings, and multi-state compliance within the Not-for-Profit team...SeniorPrivateRemote jobWork at office
$126.1k - $253k
...you and that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice... ...tax opportunities, including succession planning, wealth transfer planning, and tax complianceManage and oversee...SeniorPrivateFull timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...spent focusing on business strategy. You’ll have the... ...focus on key issues like wealth management, compliance,... ...and in the future.As a Senior Manager, you'll work as...SeniorPrivateFull timeH1b- Empirical Wealth Management in Bellevue, WA is seeking a Business Tax Manager to deliver proactive, planning-driven tax services for closely held businesses within a collaborative wealth-management environment. You will combine technical expertise with practical advice...Senior
$146k - $233.43k
Are you passionate about philanthropy and complex tax strategies? Clark Nuber is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals who are deeply committed to charitable giving. This is an opportunity to work with clients...SeniorPrivateTemporary workWork experience placementWork at officeRemote workFlexible hours$142k - $189k
...work, and play. About Ascend Backed by private equity from people-focused Alpine... ...potential. For more information, visit Senior International Tax Manager Sweeney Conrad is seeking an... ...overseeing the implementation of tax strategies. The role will also involve collaborating...SeniorPrivateTemporary workWork at officeLocal areaFlexible hours$140k - $180k
...with financial advisors and wealth management clients on banking... ...needs? We're looking for a Senior Wealth Management Banker to:... ...define territory management strategy, tracking and reporting on business... ..., mortgage banking and private banking products, and a willingness...SeniorPrivateFull timeFlexible hours$157.23k - $192.17k
...at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients... ...planning, protection planning, philanthropic, tax planning, business transition planning,... ...with clients, or in conjunction with the senior team members.Basic Qualifications - Bachelor...SeniorPrivateFull timeWork experience placementLocal area- EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families. You will mentor junior professionals and deepen client relationships while delivering tailored tax advice and compliance across multijurisdictional...Private
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