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- 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
$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- ...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
- BDO USA, LLP seeks a Tax Managing Director, Private Client & Family Office Services (PCS‑FOS) to provide direction for the PCS‑FOS Practice, including business development, client management, and leadership collaboration with firm leadership. The role develops and mentors...Work at office
- BDO USA, LLP is seeking a Tax Manager for Private Client & Family Office Services to manage the full lifecycle of outsourced finance and accounting engagements, including proposal development, staff assignment, and final work product review. You will ensure quality deliverables...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
- ...Tax Manager, Private Client & Family Office Services 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...Work at office
- ...Staff Accountant Location: Seattle, WA (Hybrid) Our client, a leading wealth management firm, specializes in delivering innovative... ...-high-net-worth individuals, families, institutions, and family-led... ..., AgilLink, and Microsoft Office programs preferred. Strong...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- CyberCoders is seeking a Senior Associate, Tax to join our Tax & Family Office Services practice in Bellevue, WA. You will handle complex tax filings for ultra‑high-net-worth clients, including estates, trusts, partnerships, and multi‑state returns, while coordinating with...Work at office
$90k - $125k
Job Summary: 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 product review and...Work at officeImmediate start$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$170k - $225k
...Summary The Tax Managing Director, Private Client & Family Office Services (PCS‑FOS) provides overall... ...improve client internal controls and accounting procedures through process improvement... ...expertise in all areas within the finance and accounting function Identifies opportunities...Work at officeContract workLocal areaImmediate start- ...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... ...BS or BA in Finance, Accounting, or...Work at officeRelocationMonday to FridayFlexible hours
$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$115k - $135k
...entertainment venues and multi-family residences.Here, your work has... ...position is based out of our office in Seattle, WA.Proposal Development... ...prepare interview teams for client presentations.Collaborate with... ...to the training and wealth of opportunities for career development...Work at officeFor contractorsLocal areaFlexible hours- Sr WM Client Relationship ConsultantThe Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client... ...our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries...Work at officeFull time
- ...Salesforce, Portfolio Accounting Software, DocuSign, Microsoft... ...listing for Job Family**Detail-oriented with excellent... ...to work in an office environment, which may... ...a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center...Work at officePermanent employment
$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- ...Job Description Coldstream Wealth Management is looking for an experienced... ...Operations Manager to lead client service for one of our... ...members working in our Bellevue office two to three days per week (Tuesday... ...process and ongoing account maintenance. ~5-10 years...Work at officeRemote work2 days per week3 days per week
- JPMorgan Chase & Co. in the United States is recruiting a Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and investment advice to individuals and families, leveraging leadership and relationships to deliver tailored...
$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- ...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...
- 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
- ...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
$96.6k - $155.7k
...worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations... ...exceptional services to clients, with the potential to... ...Salesforce, Portfolio Accounting Software, DocuSign,... ...capabilities to work in an office environment, which may...Work at officePermanent employmentTemporary workFlexible hours$90k - $120k
...Senior Project Accountant KPFF's Special Projects Group is seeking... ...largest of our three geographic offices. In this role, you will play... ...tracking and analysis, client billings, collections and general... ...Life insurance ~ KPFF Paid Family Leave ~ Short-term and Long...Work at officeContract workTemporary workRemote workFlexible hours
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