Senior Tax Planning Consultant — Wealth Management for HNW Clients
Hightower Advisors
Hightower Bethesda Wealth Management in Bethesda, Maryland seeks a Senior Tax Planning Consultant to serve as the practice’s internal tax resource. This role partners with advisors to identify sophisticated tax planning opportunities and collaborates with clients' CPAs and attorneys to deliver coordinated advice. You will analyze complex tax issues, develop proactive strategies, and help translate technical concepts into actionable recommendations, reporting to the COO. #J-18808-Ljbffr Hightower Advisors
$80k - $150k
...Team At Hightower Bethesda Wealth Management, we believe exceptional financial planning extends beyond investments.... ...planning, and advanced tax strategies to help clients achieve their goals. We... ...The Role We're seeking a Senior Tax Advisor, Wealth Management...SeniorHigh net worthPermanent employmentFull timeLocal areaFlexible hours$80k - $150k
...Team Hightower Bethesda Wealth Management is a fiduciary fee-only... ...including investing, financial planning, and tax mitigation. We employ a... ...Role We are seeking a Senior Tax Planning Consultant to become our practice’s... ..., help solve complex client situations, and collaborate...SeniorHigh net worthPermanent employmentLocal areaFlexible hours- JCW Group is seeking an experienced Wealth Advisor to join its Northern Virginia team.... ...servicing an existing book of high-net-worth clients while driving growth through proactive... ...ideal candidate combines strong wealth management expertise with exceptional interpersonal...SeniorHigh net worth
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- KWC CPAs in Virginia is seeking a Tax Supervisor for our Family Wealth Services Group, focusing on high-net... ...taxes. You’ll lead compliance and planning, oversee client relationships, and guide staff on... ...+ years in public accounting with HNW exposure, CPA or EA certification,...SeniorHigh net worth
- ...high-performing Senior Tax Associate to... ...will partner with clients and internal... ...the ability to manage multiple client... ...modeling to identify planning opportunities... ...and consulting for partnerships... ...Real Estate, High‑wealth, and Manufacturing... ...high-net-worth (HNW) individuals. Prior...SeniorHigh net worthWork at office
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$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many... ...growing firm! A Private Client Services Tax Senior Manager... ...federal tax compliance and planning services to high-net-...SeniorHigh net worthImmediate startFlexible hours- HUB International seeks a Tax Services Manager to lead a client base of high-net-worth individuals and their trusts... ...returns, provide proactive tax planning, and coach Tax Associates within a hybrid... ...this role you will collaborate with wealth advisors to integrate tax strategy...SeniorHigh net worthFull time
- VWG Wealth Management, an affiliate of Hightower Advisors, seeks a Portfolio Manager to oversee client portfolios, develop investment strategies, and mentor junior staff. You will partner... ...Wealth Advisors to deliver disciplined, tax-aware solutions for high-net-worth...SeniorHigh net worth
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$190k - $250k
...accounting, tax, and advisory... ...growing Private Client Services... ...complex tax planning and compliance... ...directly with HNW and UHNW individuals... ...Partners and senior leadership... ...across managers, seniors, and... ...multigenerational wealth structures.... ...planning, and consulting engagements for...High net worthPrivate practiceWork at officeLocal area3 days per week- Teksky LLC in Northern Virginia is seeking an experienced Wealth Advisor to manage client relationships and provide comprehensive financial advice.... ...will lead client meetings and coordinate financial planning and investment strategies, serving as the primary relationship...SeniorFull time
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- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...assisting the Advisors with ongoing wealth planning for clients and referral source...
$85k - $120k
...deliver an exceptional client experience? Do you thrive... ...relationships? We’re looking for a Senior Registered Client... ...structures, estate planning arrangements, and multi-generational wealth relationships support Sr... ...DC-based Private Wealth Management team serving UHNW families...SeniorHigh net worthFull timeFlexible hours- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...assisting the Advisors with ongoing wealth planning for clients and referral source...
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary The Opportunity As... ...support tax compliance and advisory work for clients in asset and wealth management, including...SeniorFull timeH1b- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, provide advised solutions, and deepen client relationships through leadership...
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The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Associate, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. You will help businesses navigate complex tax regulations and optimize their tax...SeniorFull timeH1b- ...area for over 100 years, is seeking a skilled Senior Tax Accountant to join our team. You will provide tax planning and compliance services to high-net-worth individuals... ...and accounting engagements. This role involves managing engagements, creating time budgets, supervising...SeniorHigh net worth
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- ...financial services company, is seeking a Wealth Strategist Sr within its Private Bank organization... ...MD area, you will develop comprehensive tax, estate and financial plans for sophisticated clients and help grow assets under management. You will collaborate with planning...Senior
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