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
- 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
- CyberCoders is seeking an experienced CFO / Tax Director to guide high-net-worth families and private businesses... ...leadership. This role emphasizes advisory work, client relationships, and... ...value beyond tax returns and to shape growth strategies. #J-18808-Ljbffr CyberCodersTaxHigh net worthRemote job
- ...Recruiting Edge Staffing is seeking an experienced Tax Director to lead the firm's tax department, providing senior technical... ..., and develop people and systems to scale a premium advisory-led practice for high-net-worth individuals and multi-entity businesses. #J-18808-Ljbffr...TaxHigh net worthRemote job
$180k - $254.8k
...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$170k - $210k
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$250k - $300k
...are reimagining the way wealth is experienced. Our... ...Managing Director, Wealth Advisory to lead and develop Advisor... ...track record of managing high-performing advisory... ...industries serving ultra-high-net-worth clients. 5+ years of... ...insurance, and pre‑tax parking and...TaxHigh net worthFull timeTemporary workWork at officeLocal area$180k - $220k
...premiere, boutique wealth management firm... ...management services to high-net-worth individuals and... ...relationships, overall strategy for clients'... ...(e.g., attorneys, tax accountants) to deliver integrated advisory services Contribute... ...suggestions Lead and manage internal...TaxHigh net worthTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours- ...seeking an experienced Wealth Management Advisor... ...Serve as lead advisor and primary... ...for affluent and high-net-worth clients. Assume... ...wealth management strategies. Advise clients... ...retirement, investment, tax, estate, and... ...management, financial advisory, or private wealth...TaxHigh net worthWork at office
- RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within... ...a coordinated, compliant, and proactive advisory process. The role emphasizes education,... ..., and client-focused planning across tax, estate, and charitable initiatives, with...TaxHigh net worth
- ...Private Wealth Planner The Private Client experience... ...simple and complex strategies. You will work... ...estates, individual tax rules (both transfer... ...from affluent to high- and ultra-high net worth. The successful individual... ..., financial advisory at a broker-dealer,...TaxHigh net worthWork at office
- ...across teams to craft tailored strategies. The role emphasizes growth through... ...deepening relationships with high-net-worth clients. Ideal candidates bring 7+ years in wealth management, strong financial... ...expertise, and a proven ability to lead complex client #J-18808-Ljbffr...High net worth
$50 per hour
...build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for... ...development of tax planning strategies to various internal and... ...to meet with sophisticated high net worth individuals to articulate complex...TaxHigh net worthFull timeWork at officeLocal area3 days per week$120k - $150k
## 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- 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
$90k - $120k
...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 servicesCreate new...TaxHigh net worthPermanent employmentWork at officeLocal areaWork from home3 days per week- 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
$125k - $210k
...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$77k - $145k
...all begins with you.Wealth & Investment... ...the United States' leading providers of financial... ...and services to high-net-worth and ultra-high-net... ...and highly tuned strategies to address clients... ...trusts, custody, tax, specialty assets,... ...conducting Investment Advisory business....TaxHigh net worthOngoing contractFull timeWork experience placementImmediate start$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- Baker Tilly US, a leading advisory, tax and assurance firm, seeks a High Net Worth Tax Principal in Chicago to lead compliance and consulting for wealthy individuals and family offices. You will guide complex tax planning and coordinate multi‑generational engagements in...TaxHigh net worth
- ...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
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management... .... Aprio Advisory Group, LLC is a progressive... ...intersection of Tax Planning,... ...integrate financial strategies and investments for... ...maintain the respect of high-net-worth clients. ~... ...compensation, industry-leading benefits and a...TaxHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...Specialist is a sophisticated wealth expert that focuses on... ...addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals... ...keep abreast of trends and strategies in wealth management and... ...investments, family wealth, tax considerations, and other related...TaxHigh net worth
- Associated Bank seeks a Senior Wealth Planner to work with high-net-worth individuals, business owners, and executives... ...to craft sophisticated planning strategies and deepen client relationships.... ...and wealth transfer planning, and tax considerations, with opportunities...TaxHigh net worth
- ...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... ...entries.Chase is a leading financial services firm...TaxHigh net worth
- Wealth ManagementAcross Wealth Management, Goldman... ...clients, including ultra-high net worth and high net worth... ...clients 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
- Capital Group is seeking a Private Wealth Advisor who will work with high-net-worth individuals and complex families... ...business by developing a regional strategy, nurturing referral sources, and delivering... ...holistic guidance across tax, estate and investment planning while...TaxHigh net worthFlexible hours
- ...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
$215k - $275k
...Our client, a leading national law firm, is seeking a Private Wealth Associate with 4–8 years of experience... ...experience advising high‑net‑worth individuals and... ...generation‑skipping transfer tax matters, and supporting... ...philanthropic planning strategies. Attorneys in this...TaxHigh net worthPrivate practiceRemote work- ...Financial Planning Analyst to support high-net-worth clients with comprehensive planning across tax, estate, insurance, and charitable gifting strategies. You will collect data, build plans,... .... The role requires 3-5 years in wealth management, a finance degree, CFP preferred...TaxHigh net worth
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