Senior Wealth Tax Strategist for High-Net-Worth Clients
$82k - $135.2kErnst & Young
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant experience, and a solid understanding of wealth and estate planning. This role offers a hybrid working environment, along with a competitive compensation package including a salary range from $82,000 to $135,200 based on experience and location. #J-18808-Ljbffr EY
- ...Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with...SeniorTaxHigh net worth
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth... ...primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth... ...external Wealth Strategists for tax and estate planning, business...SeniorTaxHigh net worthTemporary workFlexible hours- ...on the West Coast, seeks a senior professional to expand client relationships and lead new... ...business development across wealth management, fiduciary and family... ...You will collaborate with tax, investment and operations teams to service high-net-worth clients, supervise accounts...SeniorTaxHigh net worthWork at office
$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...SeniorTaxHigh net worthRemote job$165k - $345k
...WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW) families with $... ...assets. This senior-level role is... ...responsible for prospecting new clients, deepening existing... ...experience).Deep knowledge of tax, investment, estate...TaxHigh net worthFull timeWork at officeFlexible hoursNight shift- Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll... ...compliance and consulting services for high-net-worth individuals and families, perform technical... ...of complex tax returns, and advise clients on business succession planning. The ideal...SeniorTaxHigh net worth
- ...is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents... ...as wills and trusts, and assist with tax-efficient succession planning.... ...with a strong background in advising high-net-worth clients will be preferred. #J-18808-...SeniorTaxHigh net worth
- ...seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting... ...comprehensive financial planning, tax and estate strategies, and optimized asset...SeniorTaxHigh net worthFlexible hours
- ...Annuity Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to guide high-net-worth clients with strategic financial planning and... ...wealth advisors, and a focus on retirement, tax optimization, and education planning. #J-18...SeniorTaxHigh net worthPrivate practice
$142.7k - $214.03k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!Our Private Wealth...SeniorTaxHigh net worthFull timePrivate practiceLocal areaWorldwide- ...Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead... ...comprehensive financial planning to high‑net‑worth clients. You will review portfolios,... ...deliverables, and coordinate with Tax, Investments and Estate Planning while...TaxHigh net worth
- Brighton Jones seeks a senior wealth planning professional to serve as the primary client contact and lead strategic financial planning initiatives. You will coordinate... ...deliverables such as CNA, SAA, and VFA for high‑net‑worth clients. The role requires extensive experience...SeniorHigh net worth
- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing... ...with an established client base to transition into a high-caliber firm that offers... ...specializes in advising ultra-high-net-worth individuals, families,... ...— investment strategy, tax and estate planning,...SeniorTaxHigh net worthWork at office
- TIAA is seeking a Sr WM Client Relationship Consultant to partner with Wealth Management Advisors in Seattle, delivering high‑level client service to high‑net‑worth and complex clients. You will lead advisory teams under limited supervision, help clients achieve financial...SeniorHigh net worth
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial... ...growing a practice while providing high-quality advice and service to clients. The ideal candidate will have a... ...financial plans with an emphasis on tax reduction. Competitive salary ranging...TaxHigh net worth$94k - $175k
...SummaryThe Sr Fiduciary Strategist is responsible for fulfilling... ...of KeyBank by providing client advisory services to high-net-worth clients and their... ...well-coordinated estate, tax and financial planning alternatives... ..., tax, and other related wealth issues by keeping current...SeniorTaxHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hours- UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions...SeniorHigh net worth
- Wealth Management Professional Accelerate your career at the pinnacle... ...possess a deep passion for client service and the markets,... ...relationship manager for ultra‑high net worth clients. Work closely with Private... ..., estate planning and tax concepts. Introduce new and...SeniorTaxHigh net worthWork at office
- ...Sword, and Zepto. GC Wealth serves as an independent... ...management business serving high net worth individuals, family... ...seeking an experienced Senior Analyst to join our GC... ...asset classes and leading client‑facing investment... ...an understanding of the tax and estate planning considerations...SeniorTaxHigh net worth
- ...Vice President, Senior Wealth Manager Lido Advisors is a... ...and building long-term client relationships. The ideal... ...financial planning, including tax and estate planning,... ...Strategies: Deliver a high level of individualized... ...serve, and retain high-net-worth clients with a client-...SeniorTaxHigh net worthFlexible hours
- ...career at the pinnacle of global wealth management. Goldman Sachs is... ...possess a deep passion for client service and the markets,... ...of clients, including ultra‑high net worth and high net worth individuals... ...and beyond, which may include tax and estate planning, philanthropic...SeniorTaxHigh net worthWork at office
$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving... ...retirement planning, income optimization, tax-advantaged savings strategies, and...SeniorTaxHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...SeniorTaxHigh net worth
$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and grow... ...remotely while meeting with clients in person based on client... ...plays a vital role in helping high-net-worth clients achieve long-term... ...planning, income optimization, tax-efficient investing,...SeniorTaxHigh net worthWork experience placementPrivate practiceLocal areaRemote work$116k - $216k
...Kpb Sr Portfolio Strategist Location: 1301 5th Avenue... ...Portfolio Strategist advises clients on appropriate... ...preferences. Maintains a high level of collaboration... ...all other client plans (tax, estate planning, retirement... ...with High Net Worth (HNW) clients, understanding...SeniorTaxHigh net worthWork experience placementWork at officeFlexible hours$60k - $125k
...self-starter with a passion for client service, the desire to work... ...think outside the box? Our Wealth Management Professionals support... ...of clients, including ultra-high net worth and high net worth... ...and beyond, which may include tax and estate planning, philanthropic...SeniorTaxHigh net worthFull timeTemporary workPart timeLocal area- ...Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and extensive experience in financial planning. You will onboard new...SeniorTaxHigh net worth
- ...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... ...performing detailed reviews of tax returns, advising clients on succession planning, and managing...SeniorTaxHigh net worth
- 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...SeniorTaxHigh net worth
$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services... ...the most influential clients. As we continue to... ...critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and...SeniorTaxHigh net worthWork experience placementSummer holidayFlexible hours
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