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
- ...Relationship Manager to provide advisory-based sales and relationship management. You will lead the execution of business development strategies, manage high net worth client relationships, and... ...experience, an understanding of wealth management, and be adept in communication...High net worth
- This Managing Director of Wealth Transfer Strategy serves as a senior-level planning... ...strategies to ultra-high-net-worth (UHNW) individuals, families... ...generation-skipping and gift tax strategies, philanthropic... ...wealth transfer strategies. Lead and develop a team of wealth...TaxHigh net worthWork at office
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...8, Hightower is a wealth management firm that... ...partner to high‑net‑worth individuals and families... ..., you will lead client relationships... ...retirement, investment, tax, estate, risk... ...wealth management strategies aligned with client... ...additional planning and advisory services. Create...TaxHigh net worthPermanent employmentWork at officeLocal areaWork from home2 days per week3 days per week- A leading financial services firm is seeking a Tax Managing Director for its private client services in Chicago. This role... ...tax and consulting engagements for high-net-worth clients, ensuring compliance while providing expert advisory services. The ideal candidate will have...TaxHigh net worth
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...personal philanthropy, and wealth transfer/tax minimization. Key responsibilities... ..., and developing planning strategies. Job expectations include... .... Responsibilities Leads the client wealth planning... ...market leaders to drive ultra‑high net worth client engagement focused on...TaxHigh net worthWork experience placementWork at officeWork from homeShift workDay shift$250k - $300k
...are reimagining the way wealth is experienced. Our... ...Managing Director, Wealth Advisory to lead and develop Advisor... ...talent while fostering a high‑performance, client‑... ...serving ultra‑high ‑net‑worth clients. 5+ years of leadership... ...insurance, and pre‑tax parking and...TaxHigh net worthFull timeTemporary workWork at officeLocal area$130k - $170k
...a premiere, boutique wealth management firm providing... ...services to high-net-worth individuals and families... ...Portfolio and Wealth Advisory is a senior member of... ...advisors (e.g., attorneys, tax accountants, etc.) to... ...regarding the firm's strategies and offering your thoughts...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours- ...As a wealth advisor you will work directly with the... ...coordinated financial strategy that aligns with each client... ...management advice to high net worth clients Prepare thoughtful... ...Cultivate and lead client relationships to... ...fee-based consulting, tax, mutual funds, money manager...TaxHigh net worth
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Sorren in Chicago is seeking a seasoned tax leader to oversee the strategy and execution of the tax function for high-net-worth clients. Your role will include managing complex tax engagements, leading a high-impact team, and ensuring compliance with evolving tax legislation...TaxHigh net worthFull time- ...with a Top 20 CPA and advisory firm that Accounts for... ...investment management, wealth planning, and risk... ...review, rebalancing, and tax loss harvesting, and can... ...integrate financial strategies and investments for clients... ...the respect of high-net-worth clients. Excellent knowledge...TaxHigh net worthWork at office
- ...J.P. Morgan Wealth Management - Vice President... ...Planner. In this high‑impact role, you... ...estates, individual tax rules (both... ...high‑ and ultra‑high net worth. The successful individual... ..., financial advisory at a broker‑dealer... ...solutions, and retirement strategies Bachelor's degree...TaxHigh net worthWork at office
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## Lead Advisor, Chicago - KARApplylocations... ...investment advisory, financial planning, and estate and tax planning.This role... ...partners.* Develop strategies to provide a high-quality client experience... ...comprehensive wealth management to high-net-worth clients, ensuring...TaxHigh net worthRemote workFlexible hours- 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
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$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,... ...planning. Client Advisory Skills: Strong consultative...TaxHigh net worthBank staffShift work$150k - $220k
...estate planning, tax planning, risk management... ...We are seeking a highly experienced and... ...track record of leading client relationships... ...portfolio of high-net-worth clients, providing... ...throughout the wealth planning process to... ...across the wealth advisory team. Qualifications...TaxHigh net worthLocal areaRemote workFlexible hours- ...based investment and wealth management firm... ...select group of ultra-high-net-worth families across... ...wealth planning strategies that ensure the alignment... ...client’s assets. Lead client meetings on... ...estate and gift tax returns to... ...matters; and assist the advisory team with the...TaxHigh net worthTemporary workWork at officeVisa sponsorship
- ...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
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$85k - $100k
Wealth Management Client Service Associate This range... ...sophisticated, ultra-high-net-worth families. This role... ...collaborative, high-touch advisory environment. Position... ...to investment strategy, asset allocation, and... ...Coordinate with external tax, legal, and other professional...TaxHigh net worthFull timeTemporary workWork at officeLocal areaVisa sponsorship$85k - $240k
...clients. You will lead and cultivate deep... ...stewards of significant wealth, and you will... ...group of ultra-high net worth families, orchestrating... ...financial strategies tailored to their... ...needs. Integrated Advisory & Coordination: Seamlessly... .... Proactive Tax & Estate Planning:...TaxHigh net worthFull timeTemporary workPart timeWork at office- ...Chicago, IL. This role focuses on supporting ultra-high-net-worth clients through advanced investment solutions and tax strategies. Ideal candidates should have a strong investment background and skills in client advisory. The Director will be pivotal in shaping the...TaxHigh net worth
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...firm in Chicago is seeking a Trusts & Estates Attorney to join its private wealth practice. The role involves working with high-net-worth individuals on sophisticated estate planning, tax advisory, and trust administration. Ideal candidates will have at least 2 years of...TaxHigh net worthPrivate practice$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...Valuation, and Business Advisory. We stand as a... ...legislative changes, and lead change effectively;... ...comprehensive tax strategy to prospective and... ...changes, wealth transfer techniques... ...successfully in a fast-paced, high-pressure...TaxFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
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