Tax Senior - High Net Worth Private Client Advisory
CliftonLarsonAllen LLP
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 with clients on tailored tax advisory services. Required: 2 years of relevant experience; Bachelor’s degree in Accounting, Finance or related field; CPA exam preferred. #J-18808-Ljbffr CliftonLarsonAllen LLP
- ...opportunities every day, for our clients, our people, and our... ...through industry-focused 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,...SeniorTaxPrivate clientHigh net worthFull timeWork at office
- ...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... ...collaborating with clients to deliver tailored tax advisory services. You will lead engagement management, mentor...SeniorTaxPrivate clientHigh net worth
- 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
- Baker Tilly Advisory Group, LP is seeking a seasoned Private Wealth Tax Principal to lead our high-net-worth tax practice in the US. You will oversee... ...businesses, partnering with senior leadership to deliver... ...mentoring staff, developing new client relationships, and driving...TaxPrivate clientHigh net worth
- ...opportunities every day, for our clients, our people, and our... ...through industry-focused 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...SeniorTaxPrivate clientHigh net worthWork at office
$82k - $133.5k
...Senior Tax Associate Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has... ...industries, Aprio ensures clients are prepared for... ...entrepreneurs, family groups, and high-net-worth individuals while... ...to join our growing Private Client Services (PCS)...SeniorTaxPrivate clientHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- Work with a Top 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...SeniorTaxPrivate clientWork experience placement
- ...Job Description The senior wealth advisor position... ...that aligns with each client's goals and values. The... ...management advice to high-net-worth clients through thoughtful... ...across the wealth advisory team Qualifications... ...fee-based consulting, tax, mutual funds, money manager...SeniorTaxHigh net worth
$128k - $252.5k
...Transactions team helps guide clients through their most... ...end-to-end support and advisory services, covering... ...transactions with corporate and private equity clients, this... ...capture value. As a Senior Consultant in M&A Finance... ..., treasury, and tax coordination3+ years of...SeniorTaxPrivate clientLocal area$74.9k - $98.99k
...OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity... ...matters in the state and local, high net worth, international, research and...SeniorTaxHigh net worthLocal areaWorldwide$74.9k - $98.99k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great... ...matters in the state and local, high net worth, international, research and development...SeniorTaxHigh net worthLocal areaWorldwide$179.85k - $340.97k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...of industries Work alongside private equity firms, strategic clients and... ...leadership and supervision to Staff, Seniors and Managers Qualifications...SeniorTaxPrivate clientLocal areaWorldwide$74.9k - $98.99k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great... ...matters in the state and local, high net worth, international, research and development...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
- Baker Tilly US is seeking a senior M&A Tax Advisory professional in the Portland area to lead tax due diligence, structuring and modeling across buy-side and sell-side deals. You will work with owners, investors and investment banks to quantify tax exposures and optimize...SeniorTax
- ...Financial Advisor to serve as the primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment guidance.... ...client meetings and coordinate with portfolio management, tax professionals, and estate attorneys to deliver advice that...SeniorTaxHigh net worthWork at office
- ...is a wealth management advisory firm with over $49.1... ...serving predominately high net worth individuals. EPWA fosters... ...careers. The Senior Financial Planner works... ...tailored financial plans to clients within the region.... ...financial plans, including tax planning,retirement...SeniorTaxHigh net worthTemporary workWork at officeLocal areaFlexible hours
$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
$85k - $106k
...Mesher & Company, Pc, located in Portland, Oregon, is seeking a Tax Senior to manage tax compliance and advisory work. In this role, you will juggle multiple projects, lead client relationships, and provide high-quality service. The position requires a minimum of 3 years...SeniorTax- 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
- ...Role Lead multiple client engagements across... ...corporate, partnership, and high-net-worth individual tax work Serve as the... ..., deadlines, and advisory communications year-... ...mentor tax staff, seniors, and managers across... ...-growth clients, private equity-backed companies...SeniorTaxHigh net worthRemote job
$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$95k
...ability to manage client relationships independently... ..., and related tax matters; suitable... ...a sustainable, high-value legal career... ...The “Entry level” seniority tag on LinkedIn... ...estates work: high-net-worth families needing estate... ...Pacific Northwest Private Client Bar The...TaxPrivate clientHigh net worthContract workWork at officeLocal areaShift work$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- ...financial planning and client service within a team that... ...management, investment advisory, and family office services for high-net-worth individuals, families, endowments... ...team is now adding a Senior Wealth Management... ...Associates Oversee annual tax reporting and completion...SeniorTaxHigh net worthWork at officeRemote work3 days per week
- ...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
- ...a Portland-based SEC-registered AUM advisory, seeks a Senior Investment Advisor, CFP®. The role focuses... ...and expanding wealth management client relationships while supporting growth... ...CFP®, Series 65, and experience with high-net-worth clients; proficient in MS Office and...SeniorHigh net worthRemote job
- NextGenEnergyJobs is seeking a Senior Tax Associate for Private Client Services. You will work with a Top 20 CPA and advisory firm, delivering tax planning, consulting, and compliance to clients across diverse industries. You will oversee tax return preparation and filing...TaxPrivate client
- ...OR is seeking an experienced Senior Investment Advisor, CFP®, to... ...and expand wealth management client relationships within a collaborative... ...candidate has 5+ years in advisory roles, active Series 65, and... ...proven experience serving high-net-worth clients, executives, and business...SeniorHigh net worthWork at officeRemote work
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