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
- RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning as a core component of the client experience for HNW and UHNW clients. This role primarily supports... .... Responsibilities include supporting tax and estate planning, business succession...SeniorTaxHigh net worth
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...Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic... ...primary component of the core client experience at RBC for its high net worth (“HNW”) and ultra-high net worth... ...Wealth Strategists for tax and estate planning, business...SeniorTaxHigh net worthFull timeTemporary workFlexible hours- ...America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish.... ...integrated planning solutions for high-net-worth clients. You will expand existing... ...on trusts, estate planning, tax strategies, investments and cash flow...SeniorTaxHigh net worth
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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$79k - $108k
Threadline Wealth is an independent SEC-registered investment... ...adviser serving high-net-worth individuals, families,... ...with highly personalized client experience. We are a... ...teams. Role Summary The Senior Client Service... ..., operations, trading, tax, billing, and other support...SeniorTaxHigh net worthWork at officeRemote work3 days per week1 day per week$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
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- ...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
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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- 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
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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$86.5k - $164.35k
...description: The Financial Planning Strategist delivers sophisticated... ...planning solutions for high-net-worth clients, typically with $5 million or... ...role partners closely with Wealth Advisors and collaborates with... ...current, and effective on estate, tax and planning trends across...TaxHigh net worthFull timePart timeWork experience placementWork at officeShift workDay shift- 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
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...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$150k - $175k
...growing and established wealth management firm... ...Vice President, Senior Wealth Manager to join... ...building long-term client relationships. The... ...planning, including tax and estate planning... ...: Deliver a high level of individualized... ...serve, and retain high‑net‑worth clients with a...SeniorTaxHigh net worthFlexible hours- KeyBank in Seattle seeks a Sr. Fiduciary Strategist to lead fiduciary advisory delivery for ultra‑high‑net‑worth clients. You will collaborate in person with the Relationship... ...attorneys and other advisors, identifying tax and philanthropic planning opportunities, and...TaxHigh net worth
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- ...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
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...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- 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
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...company and how we deliver for our clients, teammates, communities and... ...teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth... ...planning, income and wealth transfer tax planning, investments,...TaxHigh net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift$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- JPMorgan Chase’s Private Client division seeks a Relationship Manager to cultivate high-net-worth client relationships, understand goals, and offer bespoke solutions with tailored planning. You will expand the client base by sourcing new relationships, collaborating across...SeniorHigh net worth
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Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We... ...solutions with highly personalized client experience. We are a modern... ..., portfolio management, tax, billing, and other support teams...TaxHigh net worthWork at officeRemote work3 days per week1 day per week- ...experienced estate planning attorney with strong tax expertise to design sophisticated plans for high-net-worth clients and entities. You will advise families, private... ...jurisdictions. The role focuses on complex planning, wealth transfer strategies, and multi‑jurisdiction tax...SeniorTaxHigh net worth
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