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 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... ...required Experience 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 hours$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- ...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$180k - $230k
...philanthropic investors, university endowments, and private investment offices. We operate as an idea... ...leadership for these operations. Leaders who enjoy working alongside engineering... ...disabled) Ability to contribute to tax-advantaged accounts, including 401(k), health...PrivateTaxFull timeRemote workRelocation packageFlexible hoursShift work- ...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...
- 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
- ...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...
- ...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
- ...Description Job Description Position Summary We are seeking a Tax and Corporate Accountant to support both the tax and accounting... .... ~ Familiarity with Canadian tax requirements preferred. ~ Private industry accounting experience is a plus. ~ Must be legally...PrivateTaxLocal areaFlexible hours
- 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
- 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
- ...Financial Services Tax Practice Senior ManagerA career in our Financial Services Tax practice... ...needs to be a purpose-led and values-driven leader at every level. To help us achieve this... ...The OpportunityAs part of the Asset and Wealth Management team you are expected to join...TaxLocal areaOverseas
$2,190 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 work$2,210 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 work$130k - $180k
...Tax ManagerFolsom, California, United StatesAllworth Financial is an independent investment financial advisory firm that specializes... ...strategically for retirement.Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor....PrivateTaxFull timeTemporary workLocal 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
- ...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
- ...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
- ...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
$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
$2,300 per week
...administration of contrast media and radiation safety practices. Benefits The benefits of taking a travel assignment with Cross Country include: Private housing or generous housing allowance... ...per week (subject to confirmation) with tax-free stipend amount to be determined....PrivateTaxShift workNight shift
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