Wealth Tax Principal: Lead Private Client Advisory
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will oversee compliance, consulting, and complex estate and gift tax planning for families, trusts, and private businesses, partnering with senior leadership to deliver strategic outcomes. The role emphasizes mentoring staff, developing new client relationships, and driving growth while maintaining the highest standards of professional and ethical conduct. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Tax Principal: Lead Private Client Advisory in Portland, OR vacancy
- OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...where you will be the "go to" Private Wealth Tax expert?Are you inspired to... ...(BT) as a Private Wealth Tax Principal! Our Private Wealth practice...PrincipalTaxPrivate practiceLocal areaWorldwide
- NextGenEnergyJobs is seeking a Senior Tax Associate for Private Client Services. You will work with a Top 20 CPA and advisory firm, delivering tax planning, consulting, and compliance... ...goals and regulatory changes. You will lead a team of tax professionals, mentor staff,...TaxPrivate client
- ...create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...Tax Senior to join our high net worth private client group in our Portland, OR office...TaxPrivate clientFull timeWork at office
- ...Description The senior wealth advisor position at Mariner will lead a wealth management team... ...strategy that aligns with each client's goals and values. The... ...across the wealth advisory team Qualifications... ...with fee-based consulting, tax, mutual funds, money manager...Tax
Mariner
Tigard, OR4 days ago - Next Frontier Capital is seeking an experienced Financial Advisor to join our Portland team. You will build a client book, provide personalized investment guidance, and collaborate with partners to deliver comprehensive financial solutions. You will educate clients about...Private client
- Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor... ...owner for high-net-worth clients, delivering comprehensive financial... ...investment guidance. You will lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys...TaxWork at office
- Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform... ...implement tailored plans while staying current on tax laws and regulatory changes affecting clients'...Tax
- Work with a Top 20 CPA and advisory firm that Accounts for Anything. Key Responsibilities Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients. Stay current...TaxPrivate clientWork experience placement
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm... ...the intersection of Tax Planning, Financial Planning... ..., industry-leading benefits and a flexible...TaxFull timeWork at officeLocal areaRemote workFlexible hoursAprio
Portland, OR1 day ago- ...LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a values-driven culture in Portland, OR. You will lead client engagements, design financial plans, and present tailored recommendations to...Private clientPrivate practice
- EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the Vancouver region. You will lead plan development, client meetings, and collaborative efforts across the planning team...
$128k - $252.5k
...Transactions team helps guide clients through their most... ...end-to-end support and advisory services, covering... ...transactions with corporate and private equity clients, this... ...to lead projects or workstreamsAbility... ...compliance, treasury, and tax coordination3+ years of...TaxPrivate clientLocal area- The Family Office Head of Tax plays a strategic leadership role... ...that the family office clients' wealth is preserved and optimized through... ...protocols and audit readiness. Lead tax planning processes,... ...net-worth individuals, trusts, private entities, private equity, venture...TaxPrivate clientWork at officeRelocation
- ...partners, we serve the world's most sophisticated clients using leading technology and exceptional service. At Northern Trust, our Wealth Strategist position is a key business... ...your knowledge of wealth transfer and tax planning strategies. And you'll check-in regularly...TaxLocal areaFlexible hours
Northern Trust
Portland, OR5 days ago - A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of financial advisory experience, and strong skills in client relationships and investment solutions...Private client
$158k - $217k
Snowflake Partner Solution Lead - West RegionAs a Snowflake Partner... ..., Slalom leadership, and our clients—bringing deep technical... ...and executive briefings.Client Advisory & Delivery Excellence* Support... ...this position at the Senior Principal level, the base salary pay ranges...PrincipalTemporary workLocal area- ...firm, partnering with clients to solve the world’s most... ...is seeking a Principal Water Resources Engineer... ...Portland or Seattle to lead high-quality project delivery... ...partner with public- and private-sector clients to create... ...lifecycle - from advisory, planning, design and engineering...PrincipalPrivate clientContract workFor subcontractorWork at officeLocal areaWorldwideFlexible hours
- ...experienced Senior Investment Advisor, CFP®, to manage and expand wealth management client relationships within a collaborative, fee-only fiduciary framework. The ideal candidate has 5+ years in advisory roles, active Series 65, and CFP designation, with proven experience...Work at officeRemote work
$179.85k - $340.97k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the... ...companies in a variety of industries Work alongside private equity firms, strategic clients and investment...TaxPrivate clientLocal areaWorldwideBaker Tilly US
Portland, OR2 days ago$82k - $133.5k
...Senior Tax Associate Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has... ..., Aprio ensures clients are prepared for wherever... ...Associate to join our growing Private Client Services (PCS) team... ...compensation, industry-leading benefits and a flexible...TaxPrivate clientFull timeWork at officeLocal areaRemote workFlexible hours$177k - $300k
...company and how we deliver for our clients, teammates, communities and... ...teams who are interested in wealth planning services to address their... ...appropriate.Responsibilities:Leads the wealth planning engagement... ..., income and wealth transfer tax planning, investments,...TaxFull timeWork experience placementLocal areaWork from homeShift workDay shift- TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients and... ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership...Private client
- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. Your expertise will support a wide range of clients, from those just...Private client
- A leading financial services provider in Vancouver seeks a Private Client Advisor to offer personalized financial planning and investment solutions. The ideal candidate will have at least 2 years of financial advisory experience, a strong client acquisition record, and...Private client
$95k
...ability to manage client relationships independently... ..., and related tax matters; suitable... .... Proximity to wealth: Lake Oswego, West... ...Pacific Northwest Private Client Bar The... ...base. Catalyst Law’s principals likely move in these... ...: Where This Role Leads in 3–5 Years On...TaxPrivate clientContract workWork at officeLocal areaShift workCatalyst Law LLC
Portland, OR2 days ago- ...background in financial planning and client service within a team that... ...holistic planning, Coldstream Wealth Management could be the... ...portfolio management, investment advisory, and family office services for... ...Associates Oversee annual tax reporting and completion of relevant...TaxWork at officeRemote work3 days per week
$74.93k - $153k
...compliance and consulting services to individual clients and their trusts, estates, family... ..., while providing solutions to complex tax issues? Do you not only know what AGI &... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends...TaxPrivate practiceWork at officeLocal area- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and...Private client
Chase
Lake Oswego, OR1 day ago - Baker Tilly US is seeking a senior M&A Tax Advisory professional in the Portland area to lead tax due diligence, structuring and modeling across buy-side and sell-side deals. You will work with owners, investors and investment banks to quantify tax exposures and optimize...Tax
- Creative Planning is seeking a Wealth Manager to develop and implement strategies... ...financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client... ...clearly. Responsibilities include leading wealth management discussions,...TaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Tax Principal: Lead Private Client Advisory. Be the first to apply!
