Senior Wealth Planning & Tax Strategy Leader
$209k - $300kJPMorgan Chase
JPMorgan Chase seeks an experienced Wealth Planner in San Francisco, CA, to provide customized wealth planning advice. The ideal candidate will work directly with clients and advisors to develop tax planning strategies and promote knowledge across the wealth management sectors. Required qualifications include a 4-year degree and a law or finance credential, alongside 7+ years of relevant experience. This role offers a competitive salary between $209,000 and $300,000, with comprehensive benefits. #J-18808-Ljbffr JPMorgan Chase
- ...financial institution in San Francisco is seeking an Executive Director, Wealth Planner. This role involves leveraging expertise in tax and trust laws to provide comprehensive advice and develop strategies for clients. You will work closely with advisors to identify client...SeniorTax
- Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in California to be the primary expert in Wealth Planning for clients with substantial assets. This role involves... ...and implementing customized wealth strategies, conducting financial modeling, and collaborating...Senior
- ...seeking a Financial Planner to deliver comprehensive, goal-based financial planning and wealth management services. The role includes advising clients, integrating financial planning with tax strategies, and maintaining high-quality service aligned with fiduciary standards....TaxRemote job
- JPMorganChase is seeking an experienced individual to work in wealth management, focusing on tax and trust planning strategies. This role requires collaboration with leaders across divisions and a strong grasp of tax laws. Candidates should possess a relevant degree, with...SeniorTax
- ...seeking an Executive Director, Wealth Planner in San Francisco, California... ...your deep understanding of tax and trust laws to provide strategic wealth planning advice to clients, ensuring their... ...success of their wealth management strategies. #J-18808-Ljbffr JPMorgan Chase...SeniorTax
- ...Francisco is seeking an Executive Director, Wealth Planner. In this role, you will leverage your deep understanding of tax and trust laws to simplify complex information... ...Responsibilities include developing wealth management strategies, providing customized advice, and fostering...SeniorTax
$175k - $200k
...an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth... ..., including legacy and estate planning, tax advisory, bespoke alternative... ...equity and fixed‑income strategies. Lido offers a flexible work environment...SeniorTaxLocal areaFlexible hours$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth... ...primary expert on highly complex issues and strategies, providing leadership and coaching for... ..., taking into account legal, tax, and investment goals or limitations....SeniorTax$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeH1b$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...- Renewable Energy Tax Senior Manager, you will play a... ...and structuring tax strategies for our Financial... ...development of innovative tax planning solutions and...SeniorTaxFull timeH1bLocal area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1b$110k - $140k
...and success, we are an independent wealth and asset management firm with over... ...thoughtful advice with unique investment strategies and comprehensive financial planning. About the Role We are seeking a... ...planning, education funding, tax projections, charitable planning, insurance...SeniorTaxSummer workFlexible hours$121.9k - $262.1k
Senior Wealth Strategist Location - Los Angeles, California 90067 General... ...Serves as the primary Wealth Planning expert and resource for high... ...complex financial issues and strategies, typically including multi-generational... ..., their cash flow and income tax situation, their family tree...SeniorTaxBank staff- ...experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSeniorTax
$250k - $290k
...of transformative strategy, transactions and... ...such, we bring a wealth of deep sector and... ...responsibilities As a Senior Director with EY-... ..., sign-to-close planning, post-close execution... ...our team-led and leader-enabled hybrid... ...assurance, consulting, tax, strategy and...SeniorTaxWork experience placementSummer holidayWork at officeFlexible hours- ...This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients.... ...relationships, preparing financial statements, and developing tax strategies. The ideal candidate will have a Bachelor's degree in Finance...SeniorTaxWork at office
$146k - $200k
BDO USA, LLP is seeking a Senior Tax Manager in San Francisco, CA. This role involves providing tax and consulting services to business clients, managing engagements, and ensuring compliance with tax regulations. The ideal candidate should have over 8 years of relevant...SeniorTax$130k - $185k
...of transformative strategy, transactions and... ...such, we bring a wealth of deep sector and... ...responsibilities As a Senior Associate -... ...diligence, sign-to-close planning, post-close... ...our team-led and leader-enabled hybrid model... ...assurance, consulting, tax, strategy and...SeniorTaxFull timeWork experience placementSummer holidayWork at officeFlexible hours$105k - $150k
...passion for using your financial planning skills to impact lives? Are you motivated... ...to speak with you about being a Wealth Planner on our team in San Francisco. The Senior Associate Wealth Planner works on... ...in a client-tailored and tax-sensitive manner and provides their...SeniorTaxFull timeFlexible hours- ...their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities... ...; and developing planning strategies. Responsibilities Lead the client... ...clients. Engage Merrill market leaders to drive ultra-high net worth client...TaxWork experience placementShift workDay shift
- ...Duey, LLP specializes in estate planning, taxation and business... ...administration and estate and income tax planning including working... ...estate plans or gifting strategies for their individual situations... ...and their outside advisors on wealth planning solutions Conduct...SeniorTax
$95k - $160k
Withum is seeking a Tax Supervisor for their offices across the United States, including California and New York. The role involves leading tax engagements, mentoring staff, and ensuring compliance with tax regulations while serving high-net-worth clients. Ideal candidates...SeniorTax$170k - $225k
A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered...Senior$87.03k - $138.97k
...Bank in San Francisco is seeking a Private Wealth Analyst to support Private Banking client... ...investment analysis and financial planning materials for high-net-worth clients. The... ...PowerPoint. The role involves collaborating with Tax and Financial Planning teams, and leading...Tax$167.5k - $234.5k
Tensec is seeking a Tax Planning Senior Manager who will take charge of the company's tax planning strategy. The role involves collaborating with Finance on global tax forecasting, managing tax incentives, and overseeing tax due diligence for M&A. The ideal candidate has...TaxRemote jobFlexible hours- ...Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS... ...hub for Aspiriant’s wealth planning innovation and client... ...reputation as a thoughtful leader in wealth planning Is this... ..., finance, economics, tax, or financial planning...SeniorTaxWork at office
$270k - $375k
Senior Director, HEOR - Acoramidis (Global Lead) Mavericks... ...execution‑oriented HEOR leader to define and drive the global evidence strategy for acoramidis in ATTR‑... ..., including congress planning and peer‑reviewed publications... ...Program (ESPP) Pre‑tax commuter benefits (...SeniorTaxWork at officeWorldwideFlexible hours- ...candidates will have over six years of experience in Private Banking, focusing on wealth management for offshore clients. The role involves advising clients on investments, financial planning, and asset allocation, with a strong emphasis on building relationships and...Senior
$115k - $165k
The Core Tax Services (“CTS”) Experienced... ...accrual reviews Plans and reviews the tax... ...with assistance of Senior Timely billing... ...Presents complex strategies to clients and prospective... ...to grow their wealth over time as their... ...to middle market leaders by sharing insight...SeniorTaxWork at officeLocal area- A leading payroll and HR platform is seeking an experienced Product Manager to own the Tax Platform strategy. The ideal candidate has 8+ years of experience and excels in navigating complex product environments. You will collaborate with multiple teams to ensure compliance...SeniorTax
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