Tax Manager for High-Net-Worth Clients
Protouch Staffing
Protouch Staffing seeks a Tax Manager to lead tax compliance and planning for a diverse client base. The role oversees returns, planning, and client advisory work, collaborating with the advisory team and managing workflow and budgets. Requires 5+ years in public accounting with a taxation focus; CPA or JD is required, Master's preferred. Strong communication and research skills are essential for success in a fast-growing firm. #J-18808-Ljbffr Protouch Staffing
- JPMorgan Chase is seeking a dedicated Relationship Manager in Portland, OR, to manage high-net-worth client relationships. The role involves developing new and existing relationships while providing exceptional service to ensure client satisfaction and loyalty. You will...High net worth
- A leading CPA and advisory firm in Portland, Oregon, is seeking a Tax Manager to oversee a team and provide tax consulting services to clients. The ideal candidate will have a Bachelor's degree in Accounting, at least 6 years of federal tax experience, and excellent communication...SuggestedRemote job
- JPMorgan Chase & Co. is seeking a Relationship Manager in Portland, OR, to build and maintain high-net-worth client relationships. This role involves providing tailored financial advice and comprehensive service to clients, ensuring their financial needs are met. With...High net worth
- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...High net worthWork at office3 days per week
- JPMorganChase is seeking a relationship manager in Portland, OR responsible for managing high-net worth client relationships by providing top-notch service and tailored advice. The ideal candidate will have a minimum of five years in financial services and must hold licenses...High net worth
$100k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have... ...and more. You will report to the Inside Sales Manager who will make sure you have the training and...High net worthWork at office$100k - $130k
...growth. This role is within a tax leadership team responsible for delivering high-quality tax services to a national client list. The Role We are seeking strong Tax Managers to join our growing team and... ...with individual clients, high net worth individuals, trusts & estates...High net worthFull timeWork at officeRemote workFlexible hours$80k - $135k
...you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment... ...our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in...High net worthWork experience placementWork at officeWork from home- ...The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic... ...and maintain strong, long-term relationships with high-net-worth individuals and families Conduct in-depth needs assessments...High net worthWork at office3 days per week
- Novogradac & Company LLP is looking for a Tax Manager to lead client engagements and mentor staff in Portland, Oregon. This role requires strong accounting expertise and the ability to handle multiple priorities in a fast-paced environment. The ideal candidate will have...Remote jobFlexible hours
- Fidelity Investments Inc. is seeking a Client Support Specialist in Portland, Oregon. In this role, you will enhance relationships with high net worth clients and drive business development opportunities. You must have Series 7 certification and experience in financial...High net worth
- ...passionate about building and maintaining high‑network worth client relationships across banking, lending,... ...? This is a unique opportunity to manage and maintain relationships with clients... ...sales experience, established high net worth referral network and strong community...High net worthTemporary workWork at officeLocal areaImmediate start
- ...seeks an experienced attorney to build sophisticated estate plans for high‑net‑worth clients, drafting wills, trusts, powers of attorney, and healthcare directives. You will advise on estate and gift tax planning, handle trust administration, work with clients and other...High net worth
$100k - $150k
...training, leading quality management resources, best-of-... ...specialize in Accounting, Tax Preparation, and... ...9, 1041) tax matters & client relations, you’ll manage... ...consistently delivering high-quality service. Ensure... ...individual clients, high net worth individuals, trust & estates...High net worthWork experience placementInternshipFlexible hours$81.52k - $95.9k
U.S. Bank is looking for Private Wealth Management Analysts in Portland, Oregon. The role involves managing high net worth client relationships and developing strategies for client retention and growth. Candidates should have a Bachelor's degree and up to three years of...High net worth- ...Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by delivering operational service... ...like Charles Schwab, and the ability to manage multiple priorities in a fast-paced...High net worthWork at office
- A leading financial services firm in Portland is seeking a Client Associate to provide exceptional wealth management services to high-net-worth clients. The role involves ensuring a smooth onboarding process, supporting Financial Advisors, and delivering tailored financial...High net worthFull time
- TIAA in Portland, Oregon seeks a Wealth Management Advisor to develop a high-quality practice by managing and deepening relationships with an established book of high-net-worth clients. You will act as fiduciary, delivering tailored financial strategies and guiding clients...High net worth
$70k - $100k
A leading insurance brokerage is looking for a dedicated professional to manage high-net-worth client accounts in Portland, Oregon. The role requires at least 8 years of experience in Personal Lines Property & Casualty Insurance, along with strong communication and problem...High net worth- A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates...High net worth
$75k - $105k
Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions,... ...within wealth management, especially with high-net-worth clients, and proficiency with investment...High net worthWork at office$55k - $70k
...changing the industry? As an International Client Services Associate, you'll become part of our... ...Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship....High net worthWork at officeWork from home$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park... ...wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's...High net worthWork at office- A leading CPA and advisory firm in Portland, Oregon, is seeking a Tax Manager to join its dynamic team. This role involves managing tax professionals, developing tax strategies, and ensuring compliance with tax regulations. The ideal candidate should possess a Bachelor'...Flexible hours
- A global consulting firm is seeking an Indirect Tax Manager specializing in unclaimed property in Portland, Oregon. In this role, you will lead client consultations and develop strategies to optimize tax compliance. The ideal candidate will have a Bachelor's degree, CPA...Flexible hours
- Geffen Mesher & Company, a respected Portland-based accounting firm, seeks a Tax Manager to lead the Real Estate team. You will manage tax compliance, advisory work, and client relationships across complex real estate engagements. Ideal candidates have 5+ years in public...
- EY is seeking a Manager for Tax - Indirect - License Compliance Services in Portland, Oregon. This role involves participating in client meetings, managing communications, and leading teams to ensure compliance and achieve client satisfaction. Ideal candidates will possess...
$36.05 - $45.67 per hour
...professional and detail-oriented Client Services Specialist or Senior Client... ...careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement... ..., holistic approach to wealth management and fiduciary responsibility. We...High net worthHourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...the financial lives and managing assets for hundreds of individuals... ...and businesses. We seek high caliber individuals who... ...referrals from our clients and business partners. Our... ...strategy of investments + tax + financial planning to high-net-worth individuals, families,...High net worthFull time
- S Piper Staffing LLC is representing a fast-growing wealth management client in Portland, OR, seeking a Tax Advisor to serve high net-worth individuals and related trusts and estates. You will provide tax planning and compliance services with a consultative approach and...High net worth
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