Client Accountant - Wealth & Family Office Finance
$75k - $90kAlTi Tiedemann Global
A global wealth management firm located in Seattle seeks a Client Accountant to deliver high-level support to clients and wealth management teams. This role requires a Bachelor's degree in accounting, at least five years of relevant experience, and proficiency in GAAP and tax/cash basis principles. Responsibilities include maintaining financial records, preparing reports, and ensuring compliance. The position offers a salary range of $75,000 - 90,000, including a benefits package and potential bonuses. #J-18808-Ljbffr AlTi Tiedemann Global
$75k - $90k
...NASDAQ listed global wealth and investment advisory... ...discerning and dynamic families, business owners,... ...Changing lives. We help our clients align ambition with... ...offering of a family office to deliver solutions designed... ...looking for a Client Accountant who will work to...Work at office$75k - $90k
...that provides personalized financial and accounting solutions to individuals, families, and organizations. Their collaborative, client-focused team helps simplify financial lives... ...position based in Seattle , offering a mix of in-office collaboration and remote flexibility. Key...Work at officeFull timeRemote work- Dew Wealth Management, a fiduciary investment advisory firm, seeks an Associate Advisor to support Fractional Family Office clients. You will work with an Advisor, Lead Advisor, and Senior Advisor to coordinate wealth strategies for entrepreneurs who built America's most...Work at office
- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager,... ...collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of...Work at office
- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment... ...and investment teams to deliver comprehensive wealth management solutions and service to clients....Work at office
- ...Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA |... ...+ Incentive Comp*** ***Client is also open to lift outs &... ...advised funds, foundations, 529 accounts, and various insurance... ...function Job function Consulting, Finance, and Strategy/Planning...Work at officeFull time
- ...AccountantLocation: Seattle, WA (Hybrid)Our client, a leading wealth management firm,... ...-net-worth individuals, families, institutions, and family-... ...client is seeking a Staff Accountant to join their services team... ..., AgilLink, and Microsoft Office programs preferred.Strong written...Work at office
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client...Work at office
$100.35k - $205k
...consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...days per weekBachelor's degree in accounting, finance, or other business-related field...Work at officePrivate practiceLocal area$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps... ...where they are along their wealth journey and assist to... ...Qualifications: Bachelor’s degree in accounting or business-related field...Work at officeFull timeWork experience placementInternshipLocal area- ...flexible, holistic wealth management... ...or taking care of family — members can get... ...position will work in office Monday-Friday. If... ...Certified Public Accountant (CPA), Chartered Financial... ...experience in a client-facing financial services... ...skillsBS or BA in Finance, Accounting, or...Work at officeRelocationMonday to FridayFlexible hours
$82k - $133.5k
...Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international... ...growing industries, Aprio ensures clients are prepared for wherever life or... ...closely held businesses, entrepreneurs, family groups, and high-net-worth...Work at officeFull timeLocal areaRemote workFlexible hours$100k - $140k
...Description Coldstream Wealth Management is looking... ...Operations Manager to lead client service for one of our... ...in our Bellevue office two to three days per week... ...onboarding process and ongoing account maintenance. ~5-1... ...the trust of affluent families and businesses since 19...Work at officeTemporary workRemote work2 days per week3 days per week$76k - $107.5k
...Summary Fenwick is seeking a Client Accounting Specialist who will be... ...will work closely with the finance management team and integrate... ...at your designated Fenwick office. The frequency of in-office... ...asset. Helping you and your families achieve and maintain good health...Work at officeTemporary workWork from homeMonday to FridayFlexible hours- Wealth Client Relationship MgmtThe Wealth Client Relationship Management job supervises professional... ...guidance.Confers with tax attorneys, accountants, etc. to determine legal consequences... ...day. We thrive in a collaborative in-office environment where teams work across...Work at officeFull time
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...providing advice and guidance to clients on tax planning, compliance,... ...Have- Bachelor's Degree in Accounting- 2 years of experience- Job seekers... ...pay, vacation, personal and family sick leave, and more. To view...Full timeSecond jobH1b$59.5k - $78.4k
...Project Accountant MG2, an affiliate of Colliers Engineering & Design... ...system. Prepares Client invoices in an accurate and timely... ...~ Experience with Microsoft office including but not limited to... ...Holidays. Employer sponsored Family Planning Program and employer...Work at officeContract workTemporary workSummer work- ...Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory... ...entrepreneurs, and multi-generational families. Our client is seeking an Associate Advisor to support...Work at officeFor contractors
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...on providing advice and guidance to clients on tax planning, compliance, and strategy... ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our...Full timeH1b$88k - $150k
...Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and... ...operate as a trusted partner to clients, supporting them before, during,... ...advised funds, foundations, 529 accounts, purpose and non-purpose lending,...Work at officeFull timeTemporary workLocal areaMonday to FridayFlexible hours- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and coordinate with partners to deliver...
$235k - $250k
...-site at LNW's Seattle office and up to 3 days/week remote... ...and with the client service teams. Your... ...distributing fiduciary accounts to ensure adverse tax consequences... ...clients interested in wealth management or trust... ...LNW) serves exceptional families and individuals seeking...Work at officeFull timeContract workRemote workFlexible hours2 days per week3 days per week- ...and transform the finance industry together.... ...importance of in-office collaboration and... ...specified locations. As a Wealth Advisor within... ..., providing clients with a personal relationship... ...managed accounts, option trading),... ...parental leave and family building benefits...Work at office
- ...forward. Our global head office is based in Singapore,... ..., best practices, and accountability converge. We have a... ...together with our peers and clients to leverage the best... .... Collaborate with finance, legal, and business... ...employees (and their families) are offered the following...Work at officeTemporary workLive outLocal areaFlexible hours
- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its... ...a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers...Work at office
$91.8k
...every result – for our clients and you. Here, we go... ...licensed, certified public accounting (CPA) firm that... ...revenues and more than 50 offices spanning the U.S.,... ...Partnership solution families, State and Local Tax,... ...International Tax, and Private Wealth Service lines....Work at officeInternshipSeasonal workLocal areaVisa sponsorshipWork visaFlexible hours2 days per week- H&R Block in Bellevue, WA is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guided training from experienced teammates. No prior tax experience is required, and you’ll earn an hourly...Work at officeHourly paySeasonal workLocal areaFlexible hoursAfternoon shift
- H&R Block in Washington is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll meet with clients, gather information, prepare returns with training, and explain tax information clearly while building client relationships. No prior tax experience...Work at officeHourly paySeasonal workLocal areaWeekend workAfternoon shift
$125k - $200k
...worth individuals and families to enjoy a full... ...to preserve their wealth for future... ...advisors to manage the client service experience... ...Bachelor's degree in Finance, Economics, or a... ...capabilities to work in an office environment, which... ...range takes into account the wide range of...Work at officePermanent employmentTemporary workFlexible hours- Family Office Investment Research Analyst Location: Seattle, WA Our client is a rapidly growing Registered Investment Advisor (RIA) and... .... Their mission is to support wealth creators, entrepreneurs, innovators... ...-time Job Function Analyst, Finance, and Research Industries...Work at officeFull time
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