Tax Senior — High Net Worth Private Clients (Portland)
CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA) in Portland, OR is seeking a Tax Senior to join our high net worth private client group. You will prepare, supervise, and review engagements for individuals, trusts, and related entities while collaborating with clients to deliver tailored tax advisory services. You will lead engagement management, mentor juniors, and expand your tax knowledge through client exposure and ongoing training. #J-18808-Ljbffr CliftonLarsonAllen Wealth Advisors, LLC
- ...opportunities every day, for our clients, our people, and our... ...wealth advisory, digital, audit, tax, consulting, and outsourcing services... ...other.CLA is looking to hire a Tax Senior to join our high net worth private client group in our Portland, OR office!As a Tax Senior, you...SeniorTaxPrivate clientHigh net worthFull timeWork at office
- CliftonLarsonAllen (CLA) is seeking a Tax Senior to join our high net worth private client group in the Portland, OR office. The role offers engagement management responsibilities, client advisory work, and opportunities to mentor staff. Ideal candidates have 2+ years...SeniorTaxPrivate clientHigh net worthWork at office
- CliftonLarsonAllen LLP (CLA) is seeking a Tax Senior to join our high net worth private client group in the Portland, OR office. You will prepare, supervise, and review engagements for individuals, trusts, gift and related owner pass-through entities, while partnering...SeniorTaxPrivate clientHigh net worthWork at office
- ...opportunities every day, for our clients, our people, and our... ...wealth advisory, digital, audit, tax, consulting, and outsourcing services... .... CLA is looking to hire a Tax Senior to join our high net worth private client group in our Portland, OR office! As a Tax Senior, you...SeniorTaxPrivate clientHigh net worthWork at office
$82k - $133.5k
...Senior Tax Associate Work with a Top 20 CPA and advisory... ..., Aprio ensures clients are prepared for... ..., family groups, and high-net-worth individuals while continuing... ...to join our growing Private Client Services (PCS)... ...is ideally based in Portland, Oregon, with a...SeniorTaxPrivate clientHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and... ...coordinate with portfolio management, tax professionals, and estate attorneys to... ...WA office and serves clients across the Portland/Vancouver metro area. #J-18808-Ljbffr...SeniorTaxHigh net worthWork at office
$74.9k - $98.99k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Tilly (BT) as a Federal Tax Senior Associate! This is a... ...in the state and local, high net worth, international, research... ...is $98,000 to $128,690In Portland, OR: pay rate range is $...SeniorTaxHigh net worthLocal areaWorldwide$74.9k - $98.99k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Tilly (BT) as a Federal Tax Senior Associate! This is a... ...in the state and local, high net worth, international, research... ...$98,000 to $128,690 In Portland, OR: pay rate range is $...SeniorTaxHigh net worthLocal areaWorldwide- ...Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will... ...private businesses, partnering with senior leadership to deliver strategic... ...mentoring staff, developing new client relationships, and driving growth...TaxPrivate clientHigh net worth
$95k
...Tigard, Oregon (Portland Metropolitan... ...ability to manage client relationships... ...administration, and related tax matters;... ...a sustainable, high-value legal... ...“Entry level” seniority tag on LinkedIn... ...estates work: high-net-worth families... ...Pacific Northwest Private Client Bar The...TaxPrivate clientHigh net worthContract workWork at officeLocal areaShift work$74.9k - $98.99k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Tilly (BT) as a Federal Tax Senior Associate! This is a... ...in the state and local, high net worth, international, research... ...$98,000 to $128,690 In Portland, OR: pay rate range is $...SeniorTaxHigh net worthLocal areaWorldwide- ...Private Client Service ManagerAre you ready to take your career to the next level by working with prestigious clients and delivering tailored... ...Manager at Gallagher, you'll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and...SeniorPrivate clientHigh net worthLocal area
- BCG Attorney Search in Portland, OR is seeking a Compensation and Benefits Managing or Senior Associate. The role requires at least five years of experience with tax-qualified retirement plans and health and welfare benefit plans. Candidates should have strong communication...SeniorTax
$160k - $200k
A reputable law firm in Portland, Oregon, is looking for a Tax Associate Attorney. This full-time role involves communicating with clients to resolve tax issues, preparing tax projections, and leading compliance and strategic planning. Applicants should have 5+ years of...SeniorTaxFull time$85k - $110k
LeoForce in Vancouver, WA is seeking a Tax Senior to join our hybrid team. The role focuses on preparing and reviewing individual... ...round projections, IRS notices, and proactive planning for high-net-worth clients and real estate investors. We offer a collaborative, relationship...SeniorTaxHigh net worthWork at office- ...seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors,... ...analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients' #J-18808-...SeniorTaxHigh net worth
- ...20 CPA and advisory firm that Accounts for Anything. Key Responsibilities Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients. Stay current on industry trends...SeniorTaxPrivate clientWork experience placement
- The Family Office Head of Tax plays a strategic leadership role within the... ...for ensuring that the family office clients' wealth is preserved and optimized... ...tax experience, ideally including high-net-worth individuals, trusts, private entities, private equity, venture capital...TaxPrivate clientHigh net worthWork at officeRelocation
- ...Job Description The senior wealth advisor position at Mariner will... ...that aligns with each client's goals and values. The successful... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive... ...with fee-based consulting, tax, mutual funds, money manager...SeniorTaxHigh net worth
$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... ...with corporate and private equity clients, this role offers... ...deals and capture value. As a Senior Consultant in M&A Finance & Operations... ...and compliance, treasury, and tax coordination3+ years of...SeniorTaxPrivate clientLocal area$80k - $100k
...Vancouver, Washington, specializing in tax planning and compliance for... ...term relationships with both our clients and our employees. Rather than focusing on high-volume transactional work, we take... ..., including entities and higher-net-worth planning. Continuing education...SeniorTaxHigh net worthCurrently hiringWork at officeLocal areaFlexible hoursWeekend work$179.85k - $340.97k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...of industries Work alongside private equity firms, strategic clients and... ...leadership and supervision to Staff, Seniors and Managers Qualifications...SeniorTaxPrivate clientLocal areaWorldwide$100k - $150k
...Senior Tax Manager Bellevue, WA; Kelso, WA; Lacey,... ...About Ascend Backed by private equity from people-... ...expertise in tax matters & client relations, you'll... ...consistently delivering high-quality service.... ...individual clients, high net worth individuals, trust & estates...SeniorTaxHigh net worthWork experience placementInternshipFlexible hours- ...in financial planning and client service within a team... ...family office services for high-net-worth individuals, families, endowments... .... Located in NE Portland, the team is now adding a Senior Wealth Management Associate... ...Associates Oversee annual tax reporting and completion...SeniorTaxHigh net worthWork at officeRemote work3 days per week
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at... ...exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing... ...fund orders, fixed income trades and private investmentsProvide support across a...SeniorHigh net worthLocal area
- ...2026, serving predominately high net worth individuals. EPWA fosters an... ...their professional careers. The Senior Financial Planner works... ...tailored financial plans to clients within the region. This role... ...customized financial plans, including tax planning,retirement planning,...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
- ...About the Role Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work Serve as the primary... ...and mentor tax staff, seniors, and managers across multiple... ...Experience with high-growth clients, private equity-backed companies, or...SeniorTaxHigh net worthRemote job
$200k
A full-service, midsize Portland firm is seeking an experienced senior attorney to join their team. The firm is recognized for its strong client relationships and collaborative, supportive culture... ...and counsel to well-established private and public clients, while also...SeniorPrivate clientTemporary workFlexible hours- ...the world's most sophisticated clients using leading technology and... ...executive role. As a senior member of the Northern Trust... ...base. You'll work with ultra high net worth(UHNW) individuals, families and... ...knowledge of wealth transfer and tax planning strategies. And you'...SeniorTaxHigh net worthLocal areaFlexible hours
- Deschutes Investment Consulting, a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The... ...expanding wealth management client relationships while supporting... ...Series 65, and experience with high-net-worth clients; proficient in MS Office...SeniorHigh net worthRemote job
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