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- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services in Seattle. This role involves managing the full lifecycle of finance and accounting outsource engagements, developing client relationships, and offering financial management recommendations...Work at office
- ...Corporation is looking for an Associate Wealth Advisor in Bellevue, WA. In this role, you... ...Wealth Advisors by servicing and retaining client relationships. This position offers the... ...services experience. The role emphasizes in-office collaboration, fostering client-centric...Work at office
- A leading multi-family office in Seattle seeks an experienced advisor specializing in ultra-high-net-worth (UHNW) clients. The role involves serving as the project manager for client relationships and preparing detailed client materials. Candidates must have over 5 years...Work at office
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Work at office$55k - $75k
Pathstone is seeking a Tax Associate in Bellevue, Washington, to provide tax and family office services to clients. The ideal candidate will have a Bachelor's degree in accounting, 2+ years of public accounting experience, and be CPA eligible. Responsibilities include...Work at officeFlexible hours$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...Work at office$65k - $80k
...positive impact on clients, colleagues, and... ...in Seattle, with offices nationwide. From the... ...next change in the wealth management... ...Passionate about accounting and people-oriented... ...in accounting or finance, 2 -5 years related... ...greater Brighton Jones family feel safe to express...Work at officeFull timeSummer workLocal areaFlexible hours$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...our practice office professionals who... ...consulting work for clients. The objective is... ...and various tax and accounting technologies Responsible... ...in Accounting, Finance, Business... ...to investors and families, you’ll use your experience...Work at officeSummer holidayLocal areaFlexible hours- ...provide comprehensive tax services for ultra-high net worth families. The role requires a Bachelor's degree, CPA/EA/JD licensure, and at least 5 years of relevant experience in public accounting or family office environments. Responsibilities include advising on tax...Work at office
$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$95.4k - $180.4k
Tax Manager RSM's dedicated Family Office Enterprise (FOE) practice helps define... ...technology and insights. We meet our clients where they are along their wealth journey and assist to provide... ...Qualifications Bachelor's degree in accounting or business-related field CPA,...Work at officeWork experience placementInternshipLocal area- Join a highly collaborative, client-first multi-family office supporting UHNW individuals and families. This role is ideal for an advisor with 5+ years... ...wants to deepen their exposure to complex, integrated wealth management. What You Will Do Serve as the day-to‑day...Work at office
- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net Worth families with over $25 million... ...assets. This senior role focuses on prospecting new clients, deepening existing relationships, and managing comprehensive...
- ...fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve their financial goals. This position offers... ...to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated...
- ...in our Bellevue, WA office as a Wealth Advisor. This individual... ...owners and their families. The ideal candidate... ...managing new and existing client relationships,... ...Bachelor’s Degree in Finance, Business or Economics... ...our business. Public Accounting experience is a plus...Work at office
- ...advice to high-net-worth families and they love what they... ...firm always puts their client’s best interest first.... ...health savings account, and medical & vision insurance... ...entrepreneurial Senior Wealth Advisor to join their... ...newly opened Seattle, WA office. The way they see it -...Work at office
$40 - $51 per hour
Client Accounting & Advisory Services Senior Associate Who We Are At Sweeney Conrad, our foundation... ...within it. We consider our employees family and foster a positive work culture,... ...tools, an offshore captive, shared back‑office services, a catalytic leadership system...Work at officeHourly payFull timeFlexible hours$36 - $48 per hour
...Build with Us. The Project Accountant performs general accounting tasks... .... Reconcile monthly client billings and generate periodic... ...in a construction accounting office, OR a comparable combination... ...we live, work and raise our families here, and Sellen is committed...Work at officeFull timeFor contractorsWork experience placementLocal area- ...and transform the finance industry together.... ...As a Sr. Manager, Wealth Advisor within Schwab... ..., providing clients with a personal relationship... ...managed accounts, option trading),... ...importance of in-office collaboration and... ...parental leave and family building benefits...Work at office
$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$88k - $150k
Parcion Private Wealth is looking for a dynamic teammate... ...on its promise to help clients reach their goals and... ...seeking an experienced Family Advisor to join our... ...boutique virtual family office. We partner with business... ...funds, foundations, 529 accounts, purpose and non-...Work at officeFull timeTemporary work$88k - $150k
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their... ...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 Friday$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$75k - $125k
Asset & Wealth Management, Private Wealth Management, Financial Analyst... ...communication skills, and client service are essential to maintaining... ...that vary depending on office location. These generally include... ...service for employees and family members facing critical health...Work at officeFull timeTemporary workPart time$97.75k - $115k
Associate Wealth Advisor (Pacific Time Zone) Arizona... ...established base of clients and organically... ...Business, Economics, Accounting or Finance related); Master's degree... ...combination of remote and office work in a... ...Employee Assistance Plan Family Medical Leave Paid Parental...Work at officeTemporary workLocal areaRemote workMonday to Friday- ...additional opportunities About the division Wealth Management includes Private Wealth... ...Management, Goldman Sachs helps empower clients and customers around the world to reach... ...high net worth individuals, as well as family offices, foundations and endowments, and corporations...Work at officeFull time
- A private wealth management firm based in Bellevue is seeking a knowledgeable Family Advisor to collaborate closely with ultra-high net worth clients. The ideal candidate will manage client relationships, implement comprehensive financial plans, and facilitate seamless...Full time
- ...seeking a Private Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six years of... ...of investments, financial planning, and an excellent client experience focus. Candidates should also possess Series 7 and...
$91.22k - $172.95k
...advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global... ...than ever together. As the #6 public accounting firm in the U.S., we, as a combined firm... ...our Private Client Services/Private Wealth team in NorCal! This is a great opportunity...Local area
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