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
- 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
- The Family Office Head of Tax plays a strategic leadership role... ...that the family office clients' wealth is preserved and optimized... ...processes through automation and best practices. Qualifications CPA, JD, or... ...-worth individuals, trusts, private entities, private equity, venture...PrivateTaxWork at officeRelocation
- ...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
$128k - $252.5k
...financial pitfalls, and implement practical solutions before, during, and... ...with corporate and private equity clients, this role offers... ...and compliance, treasury, and tax coordination3+ years of experience... ...entry-level employees to senior leaders, we believe there’s always room...PrivateTaxLocal area- 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
- U.S. Bank is seeking a Wealth Management Banker in the affluent segment to deliver the full spectrum of products and services for high-net-worth clients. The role focuses on proactive client contact, expert guidance, and collaboration with mortgage, small business banking...Private
- 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...
- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. Your expertise will support a wide range of clients, from those just...
- U.S. Bank is seeking a Private Wealth Advisor Partner within Private Wealth Management (PWM) to help solicit, develop, manage, and retain client relationships. Partners work with Senior Advisors to drive business development and client engagement in PWM sales and relationship...PrivateFlexible hours
- ...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
- Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison...TaxLocal area
- Martel Wealth Advisors, Inc. in Vancouver, WA, seeks a Financial Advisor to serve as the primary relationship owner for high-net-worth... ...lead client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that encompasses...TaxWork at office
- ...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
- 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
- Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships... ...analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients' #J-18808-Ljbffr...Tax
- ...The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal area
- ...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...
$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- ...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 B2B Enterprise About...PrivateTaxLocal area
- ...Position Summary We are seeking a Tax and Corporate Accountant to support both the tax and accounting functions across multiple... .... ~ Familiarity with Canadian tax requirements preferred. ~ Private industry accounting experience is a plus. ~ Must be legally authorized...PrivateTaxFull timeLocal areaFlexible hours
$130k - $180k
...Tax Manager Folsom, California, United States; Walnut Creek, California, United States Allworth Financial is an independent investment... ...for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded...PrivateTaxFull timeTemporary workLocal area$130k - $180k
...Tax ManagerFolsom, California, United States; Walnut Creek, California, United StatesAllworth Financial is an independent investment... ...strategically for retirement.Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor....PrivateTaxFull timeTemporary workLocal area- ...Industry Consumer Services Type Privately Held About the Role The Company is... ...successful candidate will be a hands-on senior leader with a primary responsibility for the... ...Controller will also be involved in tax, audit, and compliance activities, and must...PrivateTax
$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- ..., 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
$73.72k - $164.57k
...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 multi-state... ...firms (hedge fund, fund to funds, private equity, real estate) with state and local...PrivateTaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Practice Leader. Be the first to apply!
- practice manager healthcare Portland, OR
- dental practice manager Portland, OR
- practice manager Portland, OR
- medical practice manager Portland, OR
- veterinary practice manager Portland, OR
- practice director Portland, OR
- practice administrator Portland, OR
- senior manager tax Portland, OR
- tax lawyer Portland, OR
- vice president tax Portland, OR



