Senior Wealth Strategist: UHNW Tax & Estate Planning Leader
Rockefeller Capital Management
Rockefeller Capital Management seeks a Senior Wealth Strategist for its Private Office. You will develop, consult on, and implement tax, estate, and financial plans for the firm’s most sophisticated clients, collaborating with Private Advisors and external professionals. You will conduct research, build models, and provide integrated advice across tax, estate and family governance matters to preserve and grow client wealth across generations. #J-18808-Ljbffr Rockefeller Capital Management
- U.S. Bank's PWM Wealth Strategist works with a Private Wealth Advisor to bring new client relationships above $10MM into Private Wealth Management... ...specialists to deepen existing relationships and address estate, tax, and trust needs. As a subject matter expert, you’ll apply...TaxLocal area
- Allworth Financial is seeking a Senior Wealth Planner to provide sophisticated planning for high-net-worth clients and families. The role focuses on estate planning, advanced tax strategies, and multigenerational wealth stewardship, collaborating with Private Wealth Strategies...SeniorTax
- ...professionals - including wealth planners, tax advisors, estate attorneys, and other... ...holistic, personalized wealth planning and family office... ...governance needs. The Senior Wealth Strategist is a member of the Rockefeller... ...experience working with UHNW clients on wealth...SeniorTaxWork at officeLocal area
- Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning & Compliance to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance functions. The role collaborates with internal teams and external advisors...Senior
- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great... ...experience through advanced planning expertise. Please see below... ...flow, ownership structures, estate plans, and charitable goals.... ...strategies across estate, income tax, gift and estate tax,...SeniorTaxBank staffShift work
- ...businesses and their leaders. Our depth of... ...savings plans with a generous... ...trusted advisor to UHNW clients, Family... ...through complex estate planning, business... ...deliver integrated wealth planning solutions... ...internal legal, tax, credit, and... ...and influence at senior levels of the organization...SeniorTaxImmediate startDay shift
- Huntington National Bank's Private Wealth group seeks a Wealth Strategist III to deliver the firm's intellectual capital to high net worth... ...retention, developing and delivering advanced estate, tax and financial planning strategies, and ensuring financial solutions are...SeniorTax
- Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate new business through partnerships across the family of companies and assist...SeniorWork at office
- Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as the family strategist for trusts and estate administration. You will generate new business, partner with the advisory team, and act as the primary contact for established...Senior
- ...providing comprehensive fiduciary, wealth management, and family... ...solutions across trust and estate administration, retirement... ...execution of complex planning strategies, with a focus on... ...generations. Position Overview The Senior Wealth Strategist will serve high net worth...SeniorTemporary workH1bWork at officeLocal areaFlexible hours
- Allworth Financial seeks a Senior Wealth Planner to deliver customized, technically sophisticated planning for high-net-worth clients and families. The role requires deep estate planning, advanced tax strategies, and multigenerational wealth planning, collaborating with...SeniorTax
- Grant Thornton US is seeking a Private Wealth Services Tax Senior Associate to perform compliance for complex returns and provide income, estate, and gift tax planning for high net worth and closely held clients. You’ll collaborate with the Private Wealth Services Tax...SeniorTax
- ## Sr. Wealth StrategistApply: Dallas, TX: San... ...and their leaders. Our depth of knowledge... ...retirement savings plans with a generous 401... ...investment advisors, tax preparers, legal department... ..., Accounting, Real Estate, Commercial Banking... ...influence at more senior levels of the...SeniorTaxFull timeWork experience placementImmediate startDay shift
$101.2k - $129.03k
As the Private Wealth Services Tax Senior Associate, you’ll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...SeniorTax- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed... ...management, including planning for retirement,... ...Advisory Group, works with UHNW individuals and families... ...financial and estate strategies with their... ...individuals ~ Strong Tax, legal research and writing...TaxPrivate practiceWork at officeWork from homeShift workDay shift
$101.2k - $129.03k
Job-ID: 116167Category: Specialty Tax - Personal Financial ServicesLocation... ...: 2026-10-16As the Private Wealth Services Tax Senior Associate, you’ll perform compliance... ...complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth...SeniorTaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for... ...families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive...
- Vanguard seeks a Senior Estate and Tax Specialist to provide advanced trust, estate, and tax planning for our ultra-high-net-worth clients. You will develop client materials... ...scenarios, and act as a subject-matter expert for wealth transfer and estate planning. The role...Tax
$102k - $208k
...DescriptionSummary:The Wealth Strategist III is responsible for delivering Huntington Private... ...succession, transactional advisory, estate, and financial plans to high net worth clients.Ensuring... ...knowledge on estate planning, tax planning, and financial planningCompetency...TaxFull timePrivate practiceWork at officeRemote workWork from homeFlexible hours- ...institutional investors, private wealth clients and financial... ..., precision, and care to UHNW individuals and families.... ...personalized. The SVP, Wealth Strategist, Director of Planning & Compliance serves as a... ...cash flow, retirement, estate, tax, wealth transfer, philanthropy...TaxWork at officeVisa sponsorship
$159.97k - $188.2k
...Day One. Job Description The PWM Wealth Strategist is responsible for working with... ...relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs.... ...matter expert in estate and income tax planning, protection planning, business...TaxTemporary workWork experience placementLocal area- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards.... ...with a comprehensive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr SouthWest Benefits AssociationSeniorFull time
- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive...Senior
- A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive...Senior
- ...Recruitment Solutions is partnering to place a Senior Trust & Estates Tax Paralegal in a fully remote role supporting a sophisticated Private Wealth practice. The ideal candidate has deep... ..., and advisors on complex wealth planning and estate matters while handling multi...SeniorTaxRemote jobPrivate practice
- Jobot is seeking an experienced Wealth Management Tax Manager to lead tax planning, preparation, and review for our high-net-worth clients, ensuring compliance... ...requires strong knowledge of 1031 exchanges, real estate tax, and S‑Corp matters, with a CPA or EA designation...Tax
- ...support an innovative, technology-driven estate planning offering for UHNW clients. The role requires strong estate planning knowledge, tax and trust experience, and the ability... ...work with Attorneys, Accountants, and wealth strategists. You will collaborate with Private...TaxWork at office
- ...Vice President to support a tech-driven estate planning offering for UHNW clients. You will translate complex... ...collaborate with PWM teams across Tax, Legal, and Advisory functions. In this... ...ensure timely delivery of sophisticated wealth plans while upholding rigorous...TaxWork at office
$90k - $130k
...Senior Trust & Estates Tax Paralegal | Fully Remote | $90K-$130K+ LHH Recruitment Solutions is partnering... ...supporting a sophisticated Private Wealth practice. This is an exceptional... ...fiduciaries on complex estate and wealth planning matters. What You’ll Do Prepare...SeniorTaxPrivate practiceLocal areaRemote work- EY is seeking a professional to join its Private Tax practice based in Dallas, Texas. The role involves delivering tailored... ...of experience, strong CPA credentials, and expertise in estate and wealth planning. In this position, you will lead and manage teams, develop...TaxPrivate practice
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