Private Wealth Tax Practice Leader
Baker Tilly US
Baker Tilly US, located in Portland, Oregon, is seeking a Private Wealth Tax Principal to lead compliance and consulting services for affluent clients. This role involves managing complex tax returns and advising on business succession planning, while also mentoring team members in a collaborative environment. Candidates should possess significant experience in tax planning and consulting, alongside strong leadership skills. Baker Tilly offers a supportive culture that prioritizes personal and professional growth. #J-18808-Ljbffr Baker Tilly US
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Tax Practice Leader in Portland, OR vacancy
- Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will oversee compliance, consulting, and complex estate and gift tax planning for families, trusts, and private businesses, partnering...PrivateTax
$100.35k - $205k
Position Summary Are you a leader and strategic thinker with extensive first-hand... ..., while providing solutions to complex tax issues? Do you not only know what AGI &... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 3...PrivateTaxPrivate practiceWork at officeLocal area- ...Tilly is a leading advisory, tax and assurance firm, providing... ...services through an alternative practice structure in accordance with... ...you will be the "go to" Private Wealth Tax expert?Are you inspired to... ...or JD requiredExperience as a leader in a public accounting firm in...PrivateTaxPrivate practiceLocal areaWorldwide
$87.4k - $123.4k
...financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership... ...management strategies, financial planning, tax and income optimization, and estate planning...PrivateTax16 hoursWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Portland, OR2 days ago$114k - $184.8k
...enabling them to preserve their wealth for future generations, and... ...and cash flow planning Income tax planning and tax-efficient wealth... ...planning concepts in a clear, practical, and client-friendly manner.... ...advanced financial planning, private wealth management, family office...PrivateTaxPermanent employmentTemporary workWork at officeFlexible hours- JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management...Private
- Bank of America in Portland, OR seeks a senior Private Banker/Wealth Advisor to acquire and deepen client relationships, delivering a Branded Client Experience across the Private Bank platform. You will lead a client team, identify opportunities, and coordinate with specialists...Private
- ...growth, and development of the Public & Labor Practice, including building carrier partnerships... ...with IMA Benefits national team, Market Leaders, producers, and strategic partners.... ...Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident...TaxTemporary workInternshipLocal areaFlexible hours
- ...Investment Management Type Privately Held, Private Equity-backed... ...Specialties holistic wealth management financial planning... ...asset protection estate tax and legacy planning and... ...requirements, and industry best practices. This role requires a...PrivateTaxWork at office
- A leading financial institution in Vancouver seeks a Private Client Advisor to provide comprehensive financial planning and advice. Candidates should have at least 2 years of financial advisory experience, and strong skills in client relationships and investment solutions...Private
$425k
...parks and #9 on WalletHub’s “Greenest Cities in America” Some of the top public and private schools in the state as well as local colleges and universities No state sales tax and an international airport that offers numerous direct flights Stunning surroundings and...PrivateTaxFull timeTraineeshipCasual workLive inLocal areaImmediate start- ...parks and #9 on WalletHub’s “Greenest Cities in America” Some of the top public and private schools in the state as well as local colleges and universities No state sales tax and an international airport that offers numerous direct flights Stunning...PrivateTax16 hoursFull timeCasual workLive inLocal areaImmediate startWork from homeFlexible hoursShift workWeekend work
- TwinThread in Portland, Oregon is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients... ...strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership...
- ...Vice President of Tax About the Company Innovative provider of specialty re/insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2020 Employees 201-500 Categories Insurance...PrivateTaxLocal area
Confidential
Portland, OR1 day ago - Boutique Recruiting is seeking a Private Banker in Portland, OR, to serve affluent clients with customized banking, lending, and wealth management solutions. You will build and expand relationships, collaborate with specialists, and grow a portfolio with strong earning...Private
- ...Head of Tax About the Company A manufacturing and process automation business... ...Industrial Automation Type Privately Held, Private Equity-backed About the... ...company will be a passionate and committed leader with a strong background in manufacturing...PrivateTax
Confidential
Portland, OR1 day ago - ...top-notch services Industry Consumer Services Type Privately Held About the Role The Company is in search of a Chief Financial... ...financial insight to the leadership team, and leading audit and tax preparation activities. Applicants for the CFO position at the...PrivateTax
- ...advisory services Industry Legal Services Type Privately Held, VC-backed Founded 2000 Employees 1001-500... ..., as well as the ability to advise on corporate, regulatory, tax, and compliance issues. Preferred skills include experience with...PrivateTaxContract workInterim roleFlexible hours
Confidential
Portland, OR2 days ago $2,460 per week
...Reimbursement ~ Free CEUs - Online and Unlimited through CE Direct ~ Tax Free Per Diem for lodging, meals and incidentals (must be... ...and qualify per the permanent tax residence form) ~ Free Private Housing or Complete Relocation Assistancefor those receiving lodging...PrivateTaxHourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workRelocationShift workTravelNurseSource
Portland, OR1 day ago- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
Chase
Lake Oswego, OR15 hours ago - ...real estate transactions experience. The role focuses on fiduciary housing matters, LIHTC and tax-exempt financings, and complex multi-party deals across government and private sector partners. You will manage a full lifecycle of deals, advise on HUD programs,...PrivateTax
- Mercer Advisors is hiring a Wealth Advisor to deepen relationships with an established client base and organically grow through referrals... ...by our in-house experts in portfolio management, planning, tax and estate services. Our advisors focus on fiduciary client service...Tax
- Us Bank is seeking a Wealth Management Banker in Portland, Oregon, responsible for delivering a high-quality client experience for affluent... ...with a bachelor's degree and experience in wealth management private banking. The banker will engage with clients to provide...Private
- Aprio is seeking a Wealth Advisor to join its Wealth Management team. You will advise families on building, preserving, and managing wealth, integrating tax planning, financial planning, and investment management. You will manage client relationships, support asset allocation...TaxRemote jobFlexible hours
$97.85k - $227.24k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...to join our State and Local Tax (SALT) practice. Responsibilities:Participate in compliance... ...clients (hedge fund, fund of funds, private equity, real estate) Work as part of a multi...PrivateTaxLocal area- Corient, a premier multi-family office, seeks an experienced wealth planning expert to serve HNW/UHNW families. You will lead advanced planning across retirement, tax, estate planning, and generational wealth transfer, and work closely with Wealth Advisors to strengthen...TaxWork at office
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Portland. The role collaborates with... ...through the planning process and monitoring investments, risk, and taxes. The position offers a hybrid schedule with three days in the...TaxWork at officeRemote work
- ..., utilities, research organizations, and private companies across various industries, including... ...our team, you'll work alongside industry leaders who are advancing the science of water,... ...health insurance coverage, pre-tax savings account options for healthcare, dependent...PrivateTaxFull timeFlexible hours
- ...with specialized insights into industry-specific challenges and practices. Presentation Skills: Proficient in delivering presentations to... ...objectives. Engagement Oversight: Manage assurance, accounting, and tax engagements with precision. Billing Management: Oversee aspects...PrivateTax
- ...including multi‑generational wealth planning. Integrate traditional... ...strategies. Coordinate with legal, tax, and estate planning... ...alternative investments such as private equity, venture capital, hedge... ...developments, and family office best practices. Demonstrate compliance with...PrivateTaxWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Practice Leader. Be the first to apply!
