High Net Worth Tax MD: Lead Strategy & Wealth Advisory
$201.81k - $382.6kBaker Tilly US
Baker Tilly US, located in Oak Brook, Illinois, is seeking a High Net Worth Tax Managing Director to lead its private wealth practice. In this role, you will provide compliance and consulting services to wealthy individuals and multi-generational families. The ideal candidate will have extensive experience in tax planning and consulting, a CPA or JD, and a commitment to excellence and client service. This position offers a competitive compensation range of $201,810 to $382,600, depending on qualifications and experience. Enjoy a supportive work environment focusing on professional growth and work-life balance. #J-18808-Ljbffr Baker Tilly US
$180k - $220k
...Director, Portfolio & Wealth Advisory Chicago, IL BBR... ...management services to high-net-worth individuals and families... ..., overall strategy for clients' investment... ...advisors (e.g., attorneys, tax accountants) to deliver... ...solutions and suggestions Lead and manage internal...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours- Bessemer Trust offers a Client Advisory Intern role that works with Client Advisory and Wealth Advisory professionals to serve high-net-worth clients. Interns gain hands-on experience in... ...allocation modeling, portfolio analysis, tax transition analysis, client...TaxHigh net worthInternship
- ...last, then Mariner Wealth Advisors is the... ...Wealth Advisors will lead a wealth... ...coordinated financial strategy that aligns with each... ...management advice to high-net-worth clients through... ...across the wealth advisory team Qualifications... ...based consulting, tax, mutual funds,...TaxHigh net worthFull time
$113k - $225k
...Senior Wealth Advisor CLA is a top... ...-focused wealth advisory, digital, audit, tax, consulting, and... ...continue to grow ~10% net new AUM... ...advisor of choice for high?net?worth women and women?... ...tax and wealth strategies that protect legacy... ...relationships, lead client strategy,...TaxHigh net worthShift work$90k - $120k
...Wealth Advisor Founded in 2008, Hightower... ...partner to high-net-worth individuals and families... ...professionals, you will lead client... ...retirement, investment, tax, estate, risk management... ...wealth management strategies aligned with... ...additional planning and advisory services Create...TaxHigh net worthPermanent employmentWork at officeLocal areaWork from home2 days per week3 days per week$130k - $170k
...Director, Tax & Wealth Strategy BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion for...TaxHigh net worthFull timeTemporary workCasual workWork at officeRemote workFlexible hours- Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design... ...investment management, banking, wealth transfer and tax efficiency. The successful candidate will bring 7+...TaxHigh net worthLocal area
- Byline Bank, a leading Chicago-area financial institution... ...Advisor for its Wealth Management division. You will manage high-net-worth client relationships,... ...teams to grow the advisory book. The role emphasizes... ...with a focus on tax-efficient strategies and estate considerations...TaxHigh net worth
$120k - $150k
...Lead Advisor Although we value experience... ...investment advisory, financial planning, and estate and tax planning. This... ...partners. Develop strategies to provide a high-quality client experience... ...comprehensive wealth management to high-net-worth clients, ensuring...TaxHigh net worthRemote workFlexible hours- ...Consultant Group / Recruiting Edge Staffing seeks a Tax Manager who prioritizes strategic advisory over compliance and can lead high-impact conversations with entrepreneurs and... ...planning, structuring, and depreciation strategies, mentor staff, and help scale advisory...TaxRemote job
- ...President - Private Wealth Planner J.P.... ...Planner. In this high-impact role, you will... ..., individual tax rules (both transfer... ...high- and ultra-high net worth. The successful... ...investing, financial advisory at a broker-dealer... ..., and retirement strategies Bachelor's degree...TaxHigh net worthWork at office
- JPMorgan Chase Wealth Management is seeking a Client Specialist to address the wealth needs of high net worth individuals and institutions. You will market and sell wealth management services, source new business, and collaborate with a team to provide high-level advice...High net worth
- ...J.P. Morgan Wealth Management - Vice... ...Planner. In this high‑impact role,... ...estates, individual tax rules (both... ...and ultra-high net worth. The successful... ...investing, financial advisory at a broker-... ...and retirement strategies Bachelor's... ...Chase is a leading financial services...TaxHigh net worthWork at office
$130k - $175k
...for serving the needs of high net-worth individuals, families,... ...to grow the client advisory business within our Wealth Management division. Duties... ...management, cash flow, tax-reduction strategies, estate planning, and... ...either contribution to or leading special projects....TaxHigh net worthWork experience placementRemote work- ...Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner. The ideal candidate will have a... ...portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers a hybrid work schedule,...TaxHigh net worthFlexible hours
$50 per hour
...Tax Advisor, Wealth Management At BBH, partnership is more than a form... ...for providing tax advisory and planning support for clients... ...development of tax planning strategies to various internal and... ...to meet with sophisticated high net worth individuals to articulate...TaxHigh net worthWork experience placementWork at officeLocal area3 days per week$139.37k - $238.92k
...Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners... ...sophisticated planning strategies that deepen client relationships... ...planning concepts, tax considerations, and wealth... ...management, or a related advisory role.Strong knowledge of advanced...TaxHigh net worthFull time- ...Private Wealth Planner The Private... ...simple and complex strategies. You will work... ...estates, individual tax rules (both... ...from affluent to high- and ultra-high net worth. The successful... ...investing, financial advisory at a broker-... ...Us Chase is a leading financial services...TaxHigh net worthWork at office
$121.9k - $262.1k
...The Role The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth... ...Private Bank team to lead discovery, develop... ...across estate, income tax, gift and estate tax,... ...charitable planning. Client Advisory Skills: Strong...TaxHigh net worthBank staffShift work- Bernstein Private Wealth Management seeks Associates to collaborate with senior professionals... ...and wealth planning support for high-net-worth clients. The Associate Development... ...career paths across leadership, wealth strategies, and advisor-in-wost opportunities. #J...High net worth
$25 per hour
...BBH 2027 Private Wealth Management Summer Internship... .... We work with ultra-high net worth clients (average client... ..., dynamic strategies that anticipate and satisfy... ...include: Investment Advisory: long-term, value-oriented... ...creating values-driven, tax-efficient wealth...TaxHigh net worthInternshipSummer internshipWork at officeLocal areaRelocation package$205.7k - $360.1k
...leader in innovative wealth management, asset... ...clients using leading technology and exceptional... ...& ENTERTAINMENT STRATEGY & BUSINESS... ...pipeline and originate advisory revenue in... ...earnings, NIL income, tax complexity, liquidity... ...Trust’s broader ultra-high-net-worth strategy....TaxHigh net worthFull timeH1bWork at officeLocal areaWorldwideFlexible hours- ...Specialist is a sophisticated wealth expert that focuses on... ...the wealth needs of High Net Worth and Ultra High Net... ...abreast of trends and strategies in wealth management... ...investments, family wealth, tax considerations, and... ...Us Chase is a leading financial services firm...TaxHigh net worth
$85k - $240k
Asset & Wealth Management, Private Family Office... ...clients. You will lead and cultivate deep... ..., including ultra-high net worth and high net worth... ...review, income tax preparation and... ...comprehensive financial strategies tailored to their... .... Integrated Advisory & Coordination: Seamlessly...TaxHigh net worthFull timeTemporary workPart timeWork at office$114.5k - $194.7k
...Relationship Advisor, Wealth Management The Relationship... ...in a Private Client Advisory team, manages complex wealth management high net worth (HNW) and ultra-high... ...'s needs and goals. Leading client conversations for... ...issues, regulatory/tax changes, and appropriate...TaxHigh net worthWork experience placementH1bFlexible hours$80k - $110k
...client is a boutique wealth management firm located... ...services to 40 existing High-Net-Worth clients. This person will support the advisory team in delivering... ...Supports the lead advisor in maintaining... ...and presents planning strategies (tax, estate, insurance and...TaxHigh net worthSummer work- ...Advisor (Private Wealth) Job Type:... ...perform through high-quality, real-world... ..., retirement strategies, and debt... ...personal financial advisory or private wealth... ...with high-net-worth or mass affluent... ...Solid grasp of tax-aware strategies... ...experience at leading financial institutions...TaxHigh net worthRemote jobFor contractorsImmediate start
- ...Wealth Management Across Wealth Management, Goldman... ..., including ultra-high net worth and high net worth individuals... ...and customers, and leading-edge technology, data... ...deliver customized strategies drawn from our deep investment... ..., which may include tax and estate planning,...TaxHigh net worthApprenticeship
$85k - $240k
...Private Wealth Management (PWM) Goldman Sachs Private... ...plans for ultra high net worth individuals and families... ...and deliver customized strategies drawn from our deep... ...beyond, which may include tax and estate planning,... ...Founded in 1869, we are a leading global investment...TaxHigh net worth- ...Description Senior Wealth Manager... ...and investment advisory services designed... ...achieve them through strategies aligned with... ...proactive, high‑touch guidance... ...advisor to high‑net‑worth clients — all with... ...way. You will lead client relationships... ...firm or the tax division of an...TaxHigh net worthRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Tax MD: Lead Strategy & Wealth Advisory. Be the first to apply!


