Senior Wealth Strategist - Tax & Estate Planning
PNC Bank
PNC Financial Services Group, Inc. is seeking a Wealth Strategist III within its Private Bank to develop and implement complex tax, estate and financial plans for high-net-worth clients. The role may be based in Cleveland, OH; Columbus, OH; or Detroit, MI, with an in‑office culture emphasizing client relationships and cross‑functional collaboration. You will retain and grow assets, collaborate with planning resources, and identify wealth solutions while guiding junior staff and associates. #J-18808-Ljbffr PNC Financial Services Group, Inc.
$121.9k - $262.1k
.... ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...experience through advanced planning expertise. Please see below... ...flow, ownership structures, estate plans, and charitable goals.... ...across estate, income tax, gift and estate tax, investment...SeniorTaxFull timeBank staffShift work$91k - $185.9k
...opportunity to contribute to the company’s success. As a Wealth Strategist III within PNC's Private Bank organization, you may be... ...Description Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates...TaxFull timeTemporary workPart timeWork experience placementWork at office$91k - $185.9k
...opportunity to contribute to the company’s success. As a Wealth Strategist III within PNC's Private Bank organization, you may be... .... Job Description Develops, consults on and implements tax, estate and financial plans for clients, including those of greater complexity....TaxTemporary workWork experience placementWork at office- ...Company seeks an experienced Tax Manager/Senior Tax Manager to lead tax... ...corporations, partnerships, estates, and high-net-worth individuals... ...projects, and deliver proactive planning, research, and advisory... ...collaboration with attorneys and wealth advisors are essential. #J-...SeniorTax
$106.5k - $195.1k
...the future or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team,... ...globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the...TaxSummer holidayFlexible hours- ...seeking a dynamic and experienced Senior Manager to join our Housing... ...deep expertise in Historic Tax Credits (HTC) and New Markets... ...with colleagues on strategic planning to assist in growing the practice... ...largest audit, tax, consulting, and wealth management firms. But dig a...SeniorTaxRemote workFlexible hours
- EY is seeking a Real Estate Tax Senior Manager who will lead tax planning projects for diverse clients, applying deep knowledge across various tax areas. Responsibilities include collaborating with teams to provide strategic tax advice and insights. The ideal candidate...SeniorTax
$140k - $160k
...Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial... ...Senior Financial Planning Strategist to join our High Net Worth Planning... ...concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person...SeniorTaxFull timeFor contractorsWork at officeRemote work- EY Private Tax is a global, growth-focused practice offering personal and private tax... ...delivery of tailored tax solutions, advise on wealth transfer and governance, and supervise a... ...needed, and contribute to strategic tax planning on multi-jurisdictional matters. #J-1880...Tax
- ...financial goals across all stages of wealth-accumulation, preservation, and... ..., track progress, and adjust plans based on life events, economic... ..., retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the...SeniorTaxFor contractorsLocal areaFlexible hoursShift work
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute...SeniorTaxSeasonal workFlexible hours$81.06k - $133.17k
...experienced and detail-oriented Senior Title Agent to join our team... ...a deep understanding of real estate laws and the ability to evaluate... ...documents such as design plans, construction plans, appraisals... ...deeds of trust, mechanics liens, tax liens, judgments, assessments,...SeniorTaxFull timeTemporary workPart timeLocal areaRelocation- Overview:Job Description Summary:Coordinates immigration services and organizational human resource compliance initiatives by managing cases, projects, reporting, training, and regulatory activities. Ensures compliance with immigration laws, HR policies, and regulatory ...SeniorPermanent employmentFull timeWork visa
- ...in FY25 revenue. Visit us at accenture.com.You Are:As a Senior Enterprise AI Value Strategist, you advise clients on how to create and capture value from... ....Infuse Responsible AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define operating...SeniorFull timeContract workWork experience placementLive inWork at officeLocal area
- ...we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team... ...enjoy more of what counts . As a Senior Tax Analyst , you will work as a member... ..., transaction analysis and planning. You will be part of a learning culture...SeniorTaxSummer holidayWork at officeWork from homeFlexible hours
$110k - $130k
...Description Job Description Senior Paraplanner Location:... ...strong record of financial planning and client service. This individual... ...and delivering personalized wealth management advice. This... ...and trends. Stay current on tax law, estate regulations, and capital...SeniorTaxFull timeWork at office- Chase is seeking a Senior Associate in Home Lending Decision Science to lead discrete analytics and business-case workstreams that inform Product Strategy prioritization. You will frame problems, define success metrics, quantify impact and tradeoffs, and communicate clear...Senior
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- A leading financial institution in Columbus, OH seeks a Senior Talent Acquisition Consultant to join its Integrated Talent Management Team. This mid-senior level position involves developing strategies to attract top talent and requires a minimum of five years of full-...Senior
- A leading financial technology company is seeking a Senior Collections Agent in Columbus, Ohio. This hybrid role focuses on offering personalized solutions to borrowers using negotiation and empathetic communication skills. Candidates should have at least 2 years of experience...SeniorRemote job
- Huntington National Bank is seeking a Senior Liquidity Specialist in Columbus, Ohio, to execute the Commercial Liquidity Strategy. The... ...competitive salary range and benefits, including health insurance and retirement savings plans. #J-18808-Ljbffr Huntington National BankSeniorRemote job
- ...the Phoenix Home Office in Columbus and New York, plus Stores/Guideshops. The role partners with HR to craft a strategic development plan, drives executive programs, and ensures ROI through assessments. The ideal candidate has 7+ years in instructional design or HR,...SeniorHome office
- Integrated Talent Strategies (ITS) is seeking experienced procurement professionals to support large-scale new generation, construction, and equipment projects. This role focuses on high-value procurement, complex contract development and negotiation, supplier management...SeniorContract work
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