Senior Wealth Tax Strategist for High-Net-Worth Clients
$82k - $135.2kEY
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
- ...and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located... ...guidance and education on estate, tax, philanthropic, and...SeniorTaxHigh net worthWork at officeRemote work
- Columbia Bank in Seattle, WA, seeks a Private Client Advisor to manage high-net-worth relationships, lead a team-based client experience... ..., leveraging knowledge of investments, banking, wealth and estate planning, and tax strategies. Strong collaboration with partners is...SeniorTaxHigh net worth
$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- Brothers Henderson Durkin, P.S. is seeking an estate planning, probate, and tax attorney to advise high-net-worth clients on sophisticated strategies, including wealth transfer and tax planning. The role focuses on designing and implementing complex estate plans and assisting...SeniorTaxHigh net worth
$100k - $120k
Coldstream Wealth Management is looking for an experienced Senior Tax Associate to join their team in Seattle. You will prepare tax returns, interact with clients, and contribute to tax planning for high-net-worth individuals and corporations. The ideal candidate should...SeniorTaxHigh net worthRemote job- Columbia Bank is seeking a Private Client Advisor in Bellevue, WA to lead high‑net‑worth client relationships and collaborate with internal partners to deliver holistic wealth management solutions. You will identify opportunities, educate clients on estate planning, taxation...SeniorHigh net worth
$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 worthWork at officeFlexible hoursNight shift- 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
$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- JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support Financial Advisors, providing personalized solutions and building lasting relationships. Your role involves client...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
$116k - $216k
...Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment... ...or preferences. Maintains a high level of collaboration with... ...with all other client plans (tax, estate planning, retirement... ...managing relationships with High Net Worth (HNW) clients, understanding...SeniorTaxHigh net worthWork experience placementWork at officeFlexible hours$140k - $170k
...Jobot is seeking experienced tax professionals in Seattle, WA, for a remote role focused on strategic tax planning for high-net-worth clients. Candidates should possess a Bachelor’s in Accounting, CPA or EA license, and over 5 years of tax experience at a Top 100 CPA...SeniorTaxHigh net worthRemote work- ...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
$94k - $175k
KeyCorp is seeking a Sr Fiduciary Strategist in Seattle to manage fiduciary responsibilities and advise high-net-worth clients. This role includes developing strong family relationships, facilitating estate planning, and collaborating closely with the Relationship Management...SeniorHigh net worth$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 worthPrivate practiceLocal areaWorldwide- 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
- ...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
- Coldstream is seeking an experienced Senior Tax Associate to join their team in Seattle. The role involves preparing tax returns for high-net-worth clients, assisting with tax planning, and maintaining client relationships. Candidates should have a Bachelor’s degree in...SeniorTaxHigh net worthRemote job
- ..., WA. This role focuses on delivering complex financial, tax, and estate planning strategies for high-net-worth families, valuing long-term relationships over product pushing. You'll inherit an established client base while having the opportunity to grow your own. The position...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$94k - $175k
...Summary The 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 worthWork experience placementWork at officeLocal areaFlexible hours- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of five...SeniorHigh net worth
$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...SeniorHigh net worth$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle... ...world’s most sophisticated clients using leading technology and... ...appropriateplan for estate taxes. Utilizes knowledge ofinheritance... ...organization is encouraged, senior leaders are accessible, and...SeniorTaxLocal areaFlexible hours$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate will manage ultra-high net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants...High net worth$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...High net worthRemote job$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington... ...Services group advises high-net-worth individuals, family offices,... ...businesses on complex estate and tax planning matters. This team is... ...operates at the intersection of wealth management, business strategy...TaxHigh net worthPrivate practice
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