Senior Private Wealth Counsel — Estate & Tax Planning Expert
Husch Blackwell
Husch Blackwell LLP in the United States is seeking a Private Wealth Senior Counsel with eight years of experience to join our team. The role involves designing and implementing sophisticated estate plans, asset protection, and wealth strategy for high net-worth clients across offices including our virtual office, The Link. A strong bar license and exceptional judgment are essential. We offer competitive compensation and comprehensive benefits, with preference given to candidates in Dallas, #J-18808-Ljbffr Husch Blackwell
$139.23k - $163.8k
...U.S. Bank is hiring a Private Wealth Advisor (PWA) based in Denver, Colorado. The PWA will manage relationships with High and Ultra... ...Net Worth clients, providing services in wealth management, estate planning, and investments. This role offers a hybrid work model, allowing...SeniorPrivate$185k - $275k
...We have an immediate opening for a Private Wealth Senior Counsel with a minimum of eight years of experience... ...and implementing sophisticated estate plans, including assisting individual and business... ...protection, and gift and estate tax issues. In this position, the candidate...SeniorPrivateWork at officeImmediate start- Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices,... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...SeniorPrivateWork at office
$95k - $110k
...integrating financial planning, investment... ...business management, tax, estate, insurance, and more... ...challenges. Regis Wealth Advisors work hand... ...of functional experts in all areas of wealth... ...a wide range of private investors, business... ...leverage to the Senior Wealth Advisor and...PrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$74.93k - $153k
...clients and their trusts, estates, family offices,... ...solutions to complex tax issues? Do you not only... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth... ...projects related to tax planning opportunities and the...SeniorPrivatePrivate practiceWork at officeLocal area$200k - $240k
...CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for... ...to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth... ...will help clients understand their estate planning, tax planning, philanthropic vehicles,...SeniorPrivateFull timeRemote work$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b- ...office seeks a junior to mid-level associate (2-6 years) to join its Private Client Group, focusing on sophisticated wealth transfer planning for high-net-worth individuals and assisting with complex estate and trust administration. Ideal candidates have trust & estate...Work at office
$120k - $140k
...exciting and growing industry.About Ares Wealth Management SolutionsAres Management is... ...platform of industry leading credit, private equity, real estate and infrastructure strategies. Through... ...marketing strategy into operational plans, lead major projects, and drive continuous...SeniorPrivateFull timeTemporary workWork experience placementFlexible hours- Husch Blackwell LLP is seeking a Private Wealth Associate with four to eight years of experience. Prior law firm... ...& Capital Markets group, handling sophisticated estate planning, trust administration, estate and gift tax, and charitable planning. #J-18808-Ljbffr Husch...Private
- ...regarded AmLaw 100 firm seeking a midlevel Private Wealth Associate to join its Denver office.... ...attorney with 4+ years of trusts and estates experience who wants to build a... ...associate will work on complex estate planning, tax analysis, wealth-transfer strategies,...PrivatePrivate practiceWork at office
- ...specializes in retirement planning, investment advising... ...is a high growth, private equity backed, multi... ...2024. SUMMARY The Senior Wealth Planner is a... ...deep experience in estate planning, advanced tax strategies, and multigenerational... ...as a subject matter expert, providing clear and...SeniorPrivateFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (Firm HQ) — Open to Fully... ...Manager to join their growing private client group. This is a fully... ...Provide proactive tax planning and wealth transfer strategies Manage...SeniorFull timeRemote work
$200k - $225k
...Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high... ...built on expertise in financial planning, tax and estate planning, investment management, and... ...closely with internal subject-matter experts, investment professionals, and client...PrivateWork at office- Allworth Financial is seeking a Senior Wealth Planner to deliver sophisticated planning for high-net-worth clients. You... ...design integrated strategies across estate, tax, and liquidity planning.... ...Responsibilities include client meetings as an expert, creating tailored plans with...Senior
$190k - $220k
...Partners Encino TeamWe are a sophisticated tax, accounting, and advisory practice with... ...in serving family office and real estate private equity sponsors with tax, and multi-generational... ...trust and estate compliance and planning. This position is due to growth. The firm...SeniorPrivateWork at officeLocal areaRemote workFlexible hours- ...specializes in retirement planning, investment advising... ...is a high growth, private equity backed, multi... ...2024. SUMMARY The Senior Wealth Planner is a... ...deep experience in estate planning, advanced tax strategies, and multigenerational... ...as a subject matter expert, providing clear and...SeniorPrivateFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...ResponsibilitiesPreparation and review of tax returns for Individuals, Partnerships, S... ...arise in client engagementsIdentify key planning opportunities throughout the year and develop... ...Financial Services industry supporting Private Equity, Venture Capital, Hedge Funds, and...SeniorPrivateFull timeContract workLocal areaFlexible hours
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will support a broad client base, from new savers to high-net-worth clients, delivering...Private
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ...their tax positions.In private tax at PwC, you will focus on... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead...SeniorPrivateFull timeH1bRemote work$100k - $120k
We are a premier wealth management firm located in Denver... ...comprehensive financial planning, investment management, and specialized tax strategies to ultra-high... ...individuals, trusts, estates, and closely held businesses... ...tax matters related to private equity, real estate...SeniorPrivateWork at officeRemote work$250k - $340k
...experienced Commercial Real Estate Associate (5-7 years of... ...Responsibilities As a mid to senior level associate, you will play... ...investors, developers, and private equity clients on a wide... ...multidisciplinary teams across tax, construction, planning & zoning, and other...SeniorPrivateFull timeWork at officeLocal areaFlexible hours- Tax Manager (Trust/Estate)Company OverviewWe are a small, well-established public... ...seeking a highly skilled Senior Tax Manager to oversee and... ...manage our tax compliance and planning activities. The ideal... ...REITsCollaborate with the wealth management team to align tax...SeniorLocal area
- ...partner with a highly private, multi-generational family... ...in the search for a Senior Tax Manager . The family... ...industries including real estate, homebuilding, oil and... ...critical role in tax planning, compliance, risk... ...family office, private wealth, or a complex multi-entity...SeniorPrivateWork at office
$85k - $145k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...here.Job Summary:The Wealth Advisor focuses on deepening relationships... ...our unified in-house team of experts to help clients achieve their...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- First National Bank seeks a Private Wealth Advisor to serve ultra-affluent clients, guiding long-term planning and investment solutions with a team of specialists. You will serve families and business owners, delivering personalized education and fiduciary guidance to...SeniorPrivateWork at office
- ...services firm to recruit for a Tax Senior Associate role within their... ...clients in the asset and wealth management sector while advancing... ...and implementing tax planning strategies that support client... ...including hedge funds, mutual funds, private equity, and venture capital...SeniorPrivateLocal areaRelocation package
$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate... ...develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems,...SeniorH1b$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...buyers and private equity... ...apply to this Senior Manager role today... ...accounting, and tax risks associated... ...considerations, integration planning, divestiture... ...&A team offers expert guidance to... ...include asset, wealth, and investment...SeniorPrivateLocal areaVisa sponsorship$120k - $200k
...our mission. HNW Tax Manager... ...worth (HNW) tax planning and compliance... ...clients on tax and estate planning techniques... ..., including wealth transfer planning... ...compliance for Private Foundations... ...financial matters Seniority level Seniority... ...in a new way. Experts add insights directly...PrivateFull timeWork at officeRemote work
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