Tax Manager: Wealth & Real Estate for HNW Clients
$150k - $200kAustralia-Employment
Jobot is seeking a Tax Manager in Seattle to lead tax compliance for high net worth clients with a focus on wealth management and real estate taxes. The role requires strong technical skills and the ability to guide clients through complex tax scenarios. The ideal candidate has 5+ years in tax management, CPA or equivalent, and proficiency with tax software. On-site position with a competitive salary range of $150,000 to $200,000 per year. #J-18808-Ljbffr Australia-Employment
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- ...Site - JPMC in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and... ...advice and thoughtful solutions within JPMorganChase’s wealth framework. You will collaborate with partners across...High net worthWork at office
- ...created our Director and Manager career paths! These... ...servicing existing client relationships and... ...you love being a tax professional,... ...Manager/Director - Gift, Estate & Trusts!We are... ...collaborating with CLA’s wealth advisory practice... ...working with HNW clients is strongly...High net worthFull timePrivate practiceLocal area
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- Jobot, a fast-growing private client tax advisory firm, offers a remote Senior Tax Manager role focused on strategic, integrated tax planning for high-net-worth clients... ...firm, CPA or EA certification, and expertise with HNW individuals, closely held businesses, and...High net worthRemote job
$181.7k - $320.8k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...for a Tax Director, Private Wealth to join our growing High Net... ...families and family offices, estates, and trusts in managing, preserving and transitioning...High net worthFull timePrivate practiceLocal areaWorldwide$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join... ...high-quality advice and service to clients. The ideal candidate will have a four-year... ...of financial plans with an emphasis on tax reduction. Competitive salary ranging from...High net worth$181.7k - $320.8k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...for a Tax Director, Private Wealth to join our growing High Net Worth... ...families and family offices, estates, and trusts in managing, preserving and transitioning wealth...High net worthPrivate practiceLocal areaWorldwide- EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families... ...junior professionals and deepen client relationships while delivering tailored... ...You will manage wealth transfer, estate planning, and cross-border matters...High net worth
- 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...High net worth
$127.9k - $291.9k
...working side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our... ...professionals providing dedicated tax technical services to both US and...High net worthPrivate practiceSummer holidayLocal areaFlexible hours- KeyBank in Seattle seeks a Wealth Market Leader to drive growth in sales and assets within a defined territory through a team of Private Client Advisors. The role requires recruiting, training, coaching and retention of staff, plus development and maintenance of partner...
- J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to deliver comprehensive financial planning and investment guidance... ...deepen client engagement. You will operate in a fast-paced Wealth Management environment, offering personalized service, leveraging...
- J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management on Mercer Island, WA. You will provide comprehensive financial planning and investment advice to individuals and families, building deep client relationships while guiding them through complex...
- KeyBank is seeking a Wealth Market Leader in the Seattle area to drive growth in assets and sales by leading a team of Private Client Advisors. The role focuses on recruiting, training, coaching, and retaining top performers while building strong partnerships with Retail...
$112k - $210k
...Avenue, Seattle WashingtonABOUT THE JOB:The Wealth Market Leader is responsible for growing... ...territory through a team of Private Client Advisors. The Wealth Market Leader Position... ...selection and securing the business; management and delivery of products across the investment...Full timeWork at officeFlexible hours$71.3k - $80.5k
...Albany, NY - 30 Century Hill Drive Fairfax, VA, USA Bethesda, MD, USA Minneapolis, MN, USA Hackensack, NJ, USA Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on...High net worthWork experience placementWork at office$106.5k - $195.1k
...shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly... ...wealth advisory services, including estate planning, structuring, and... ...to some of the most influential clients. As we continue to expand, we are looking for a Manager to join our team and work on...High net worthSummer holidayFlexible hours- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- Pathstone is seeking a Vice President, Client Advisory to originate new client relationships and grow an advisory practice for ultra-high-net-worth individuals and family offices. You will manage client engagements, craft IPS, and supervise advisory activities across the...High net worthSummer workWork at office
- U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships. You will build a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. This role requires...High net worth
- A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible... ...business development initiatives, ensuring alignment with client objectives and contributing to the firm's growth. #J-18808-Ljbffr...High net worth
$72.3k - $150k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...to join our growing Private Wealth International practice!Our... ...families and family offices, estates, and trusts in managing, preserving and transitioning wealth...High net worthFull timePrivate practiceLocal areaWorldwide- EY is seeking a Senior Services Manager for the FSO EDGE Private practice in the United States. You will deliver tax compliance and consulting to private entities and high-net... ...credentials, and strong leadership and client-management skills to drive complex tax outcomes...High net worthPrivate practice
- ...Job Description What You’ll Do: \n The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein... ...build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth...High net worthFlexible hours
$140k - $170k
...the fastest-growing private client tax advisory firms in the country... ...and tech executives, fund managers, real estate investors, and owner-operated... ...matters: building real, lasting wealth for clients. Our culture is... ...100 CPA firm Expertise in HNW individuals, closely held...High net worthRemote jobLocal area$130k - $160k
...Description Trust & Estate Tax Manager | 100% Remote $130-1... ...Estate areas of personal HNW/UHNW tax and are... ...keep reading. Our client, a well-established CPA... ...fully remote role with real technical depth and direct... ...to support wealth transfer goals and minimize...High net worthImmediate startRemote workRelocation- ...RedBalloon posts jobs on behalf of client companies Job Summary The... ...operational resource for the Wealth Advisors (“WA”) and Senior Wealth... ...to our Client Service Manager (“CSM”), works day to day alongside... ...service tiers but especially HNW and complex clients Serve as a...High net worthMonday to Friday
- JPMorgan Private Client in the United States seeks an experienced Relationship Manager to grow high-net-worth client relationships through bespoke financial planning... ...requires licensing readiness and a proven track record in complex wealth management. #J-18808-Ljbffr AumniHigh net worth
$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description... ...OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic... ...and compliance guidance to clients, helping them navigate complex tax...Full timeH1b
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