Senior Wealth Planner — Estate & Tax Strategy
$170k - $300kCiti
Citi is looking for a Wealth Planner in Dallas, Texas, who will partner with Private Bankers to offer customized wealth structuring services. The role requires a JD degree and a minimum of 8 years of trust and estate experience. Responsibilities include estate planning, charitable planning, and insurance planning. Citi offers competitive salaries ranging from $170,000 to $300,000, plus comprehensive employee benefits such as health coverage and paid time off. #J-18808-Ljbffr Citi
- ...Private Wealth Senior Counsel (8+ years) Multiple U.S. Locations | Hybrid / Remote Flexibility... ...its sophisticated private wealth and estate planning practice. This opportunity is... ...planning, wealth preservation, and tax strategies. This role offers the opportunity to work...SeniorTaxWork at officeRemote work
- ...and collaboration with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies with both internal and external clients Work... ...Wealth clients along with their outside tax, estate planning, legal, and other trusted advisors...SeniorTaxImmediate startDay shift
- ...Senior Tax Planner Rockefeller Private Office is core to who we are as a firm. The... ...experienced professionals – including wealth planners, tax advisors, estate attorneys, and other experts – who... ...management, estate planning, tax strategy, and family governance needs....SeniorTaxWork at officeLocal area
- ...desire to be a part of the wealth management process? Do you have... ...financial planning, tax and estate planning services via trusted... ...What You Will Do: The Senior Planner will serve as a conduit between... ...experience measures. Lead the strategy and guidance for presentations...SeniorTaxTemporary workHome officeFlexible hours
- ...Search is seeking a highly qualified Private Wealth Associate to join its Private Wealth... ...2-4 years of experience in high net-worth estate planning within a recognized Trusts & Estates... ...collaborate with families, prepare estate tax filings, and engage in trust and estate planning...Tax
- ...Wealth Planner Summary: The Wealth Planner will be responsible for delivering planning... ...design and implement comprehensive wealth strategies. Duties And Responsibilities... ...financial plans, incorporating retirement, tax, estate, investment, and risk management strategies...TaxWork at officeRemote workWork from homeFlexible hours
- ...holistic financial planning, tax and estate planning services via... ...What You Will Do: Support Senior planner and partner with home office... ...our High Net Worth client's wealth management and tax planning... ...planning and proposed client strategies. Support the implementation...SeniorTaxTemporary workWork at officeHome officeFlexible hours3 days per week
- ...financial planning solutions, including tax planning and preparation, estate planning, cash flow planning,... ...critical for success in this role. Wealth Management Across Wealth... ...clients to advise and deliver customized strategies drawn from our deep investment experience...TaxWork at office
- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application,... ...insights aimed at aligning financial and estate strategies with their goals. This is a highly visible... ...families and individuals ~ Strong Tax, legal research and writing skills ~ Series...TaxPrivate practiceWork at officeWork from homeShift workDay shift
- ...Senior Wealth Manager Dallas, Texas, United States About the Job Position: Senior Wealth Manager Location: Dallas... ...holistic financial planning, including investment strategy, tax, retirement, estate, insurance, and charitable giving. Analyze client financial...SeniorTaxFull time
- ...About the job Senior Wealth Manager Position: Senior Wealth Manager Location:... ...in a key financial planning area (e.g., tax, estate planning, stock options). Proficiency... ...planning for clients, covering investment strategy, tax planning, retirement planning,...SeniorTaxFull time
- ...you a Certified Financial Planner (CFP®) with a passion... ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...will develop tailored strategies that will help our Ultra... ...to investment advice, tax strategies, legacy & estate planning, philanthropic...SeniorTaxWork at officeLocal areaRemote workRelocationMonday to Friday
$70k - $80k
...Senior Brand Strategist Irving, Texas, United States About Flywheel Flywheel's... ...compelling, insight-rich and data-driven strategies that inspire creative and drive purchase.... ...information such as bank account data or tax IDs nor payments via social media or chat...SeniorTaxWork at officeLocal areaImmediate startFlexible hours- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...tax and wealth strategies that protect legacy and align... ...We're selectively adding senior wealth advisors in key markets... ...planning, insurance, and estate and retirement planning. You...SeniorTaxWork at officeFlexible hoursShift work
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1b$170k - $300k
...Citi Wealth Planner Working at Citi is far more than just a job. A career with us means joining... ...services, which include proactive estate planning solutions based upon each client... ...including: Estate, gift and income tax planning Transition event planning...TaxFull timeBank staff$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description &... ...complex business issues from strategy to execution. PwC Professional... ...As part of the Real Estate team you are expected to provide...SeniorTaxH1bLocal areaOverseas$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1b$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a... ...complex business issues from strategy to execution. PwC Professional skills...SeniorTaxFull timeH1bLocal areaOverseas$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...providing dedicated tax technical services to both US... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours- Insurance Administrative Solutions, L.l.c. is seeking a Sr. Director of Product Strategy for Wealth and Annuities. This role is pivotal in shaping the product vision and strategy, enhancing collaboration across departments to deliver effective financial solutions. The ideal...Senior
$105.6k - $199.48k
...Superpowered by creativity and design. All underpinned by technology created with purpose. Your Role As a senior consultant you’ll lead organizational change strategy work stream transformations, which can include a wide range of programs such as leadership and culture...SeniorFull timeLocal area- ...Mitsubishi Heavy Industries America, Inc. (MHIA) is looking for a Senior Strategy Consultant to join our team. This is a hybrid role based out of our Plano, Texas location. ABOUT MITSUBISHI HEAVY INDUSTRIES AMERICA, INC. (MHIA): For over 130 years, Mitsubishi...SeniorMonday to FridayNight shiftWeekend work
$128.47k - $192.71k
...are building a better world, so we can all enjoy living in it. The Enterprise Strategy team focuses on the most challenging and impactful growth initiatives for the C-Suite and Senior Leadership including: Developed, Emerging and Frontier Markets Target Customer...SeniorPart timeRelocationFlexible hours- ...complementary business lines in real estate investment, design, self-... ...voluntary life insurance, tax deferred savings accounts, 10... ...to the next level. The Senior Planner supports large projects with... ...and to make recommendations on strategies to resolve project issues is...SeniorTaxContract workTemporary workFor contractorsWork at officeRelocation package
$150k - $160k
Nbutexas, a growing law firm in Addison, Texas, is seeking a Senior-Level Tax Strategy Attorney to join its Advanced Tax Strategies team. This position offers the opportunity to lead advanced tax planning strategies for high-income earners and ultra-high-net-worth clients...SeniorTaxRemote job- ...Wealth Management Advisor North Texas | On-Site Our client, one of the... ...retirement planning, investment management, tax-efficient strategies, estate planning coordination, and overall... ...Partner with experienced advisors, planners, and operations professionals in a...Tax
$159k - $305k
...About this role: Digital, Data, and AI (DDAI) within Consumer Banking & Lending (CBL) is seeking a Senior Lead Digital Strategy Consultant to join its Digital Strategy team. Our team connects the dots across the organization-bringing together data, customer insights...SeniorWork experience placement- ...DATA is looking for a Utilities Industry Solutions Subject Matter Expert (SME) in Dallas, Texas. This senior role involves driving growth through innovative strategies and consulting across the utility sector. Responsibilities include leading transformation initiatives,...Senior
$60k - $75k
...collaborating with business stakeholders to deliver results. Candidates should possess a Bachelor's degree and experience in audit, tax, or public accounting. The salary range for this role is between $60,000 and $75,000, with potential for bonuses and benefits. #J-188...SeniorTax
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