Senior Private Wealth Tax Leader & Planner
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP in Seattle is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and families. The ideal candidate will possess a CPA or JD and have over 15 years of experience in taxation. Your role will involve performing detailed reviews of tax returns, advising clients on succession planning, and managing engagement staffing. Join a company that values professional development and team growth. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...SeniorPrivateTax
$133k - $210k
...financial services firm in Seattle is seeking a Vice President, Wealth Planner. This role involves developing wealth planning strategies and... ...matters. The candidate should possess a deep understanding of tax laws, excellent communication skills, and the ability to build...SeniorTax$116k - $216k
...Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage... ...versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor....SeniorPrivateWork at officeFlexible hours$165k - $345k
...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington Job Summary The... ...with $25MM+ in investible assets. This senior-level role is responsible for prospecting... ...equivalent experience). ~ Deep knowledge of tax, investment, estate planning, and...PrivateTaxWork experience placementWork at officeFlexible hoursNight shift$116k - $216k
...Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio... ...in, and can articulate the competitive advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for...SeniorPrivateWork at officeFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...for external Wealth Strategists for tax and estate planning, business succession... ...benefits, and competitive compensation Leaders who support your development through...SeniorTaxTemporary workFlexible hours$142.7k - $214.03k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!...SeniorPrivateTaxPrivate practiceLocal areaWorldwide$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...net worth clients Work closely with Private Wealth Advisors and teammates to service... ...documents, estate planning and tax concepts Introduce new and existing clients...SeniorPrivateTaxWork at office$142.7k - $214.03k
...Tax Senior Manager, Private Wealth Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice! Our Private Wealth...SeniorPrivateTaxPrivate practiceLocal area- ...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic...SeniorPrivateTaxWork at office
$76k - $125.3k
...working world. EY is a leader in serving the global... ...and Capital Markets, Wealth and Asset Management and... ...professionals providing dedicated tax technical services to... ...facets of hedge fund, private equity fund and mutual... ...responsibilities A senior analyst in FSO EDGE WAM...SeniorPrivateTaxSummer holidayWork at officeLocal areaFlexible hours$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...-led and values-driven leader at every level. To help... ...in the future. As a Senior Manager, you'll work as part... ...funds, mutual funds and private equity funds:...SeniorPrivateTaxFull timeH1bLocal areaOverseasShift work$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...and specialized tax assistance tailored to... ...facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM... ...us in our team‑led and leader‑enabled hybrid model. Our...SeniorPrivateTaxSummer holidayWork at officeLocal areaFlexible hours$94k - $175k
...beneficiaries. As a member of the Key Private Bank (KPB) relationship... ...well-coordinated estate, tax and financial planning alternatives... .... Work closely with Sales Leader, Regional Trust Director and local... ..., tax, and other related wealth issues by keeping current as to...SeniorPrivateTaxWork experience placementWork at officeLocal areaFlexible hours$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle, WAtime type... ...the appropriateplan for estate taxes. Utilizes knowledge ofinheritance gift,... ...within the organization is encouraged, senior leaders are accessible, and you can take pride in...SeniorTaxLocal areaFlexible hours$80k - $100k
...events including hockey, basketball, concerts and special events, private events, and concert VIP activations on the Climate Pledge Arena... ...insurance and short & long-term disability insurance 401k (pre-tax and Roth) with Company match up to 4% Kraken ticket stipend and...SeniorPrivateTaxFull timeTemporary workLocal areaFlexible hoursNight shiftWeekend work$185k - $300k
...Wealth & Investment Management (WIM) is one of the United States' leading providers of financial... ...Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust... ...drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners...SeniorPrivateOngoing contractWork experience placementImmediate start$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... .... This role requires a natural leader, someone who can confidently serve as the... ...retirement planning, income optimization, tax-advantaged savings strategies, and...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Tax Planning Specialist Range is on a mission to redefine wealth management. We harness technology to help individuals answer any question they have about their... ...collaborate closely with our Certified Financial Planners to devise and implement tax strategies that align...SeniorTaxWork at officeLocal areaRelocationMonday to Friday
$116k - $216k
KeyBank is seeking a Senior Key Private Bank Relationship Manager in Seattle, WA, responsible for serving high-net-worth clients by providing tailored financial solutions. The ideal candidate will have at least 7 years of experience in sales and business development, strong...SeniorPrivate$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY... ...trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective...SeniorPrivateTaxHourly paySeasonal workRemote workFlexible hours$120k - $145k
...multi-asset investment solutions, primarily focused in the U.S. Wealth channel. Build and enhance models supporting asset allocation decisions... ...Leadership & Innovation Conduct research on topics such as tax‑efficient investing, asset location, retirement income, and...SeniorTax- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivate
$100k - $150k
...success, we are an independent wealth and asset management firm with over... ...We are adding an experienced Senior Associate to our Fund Accounting... ...intersection of fund accounting, tax, and investment operations across a diverse set of private investment vehicles. It is ideal...SeniorPrivateTaxSummer work$75k - $100k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...Completes financial plans, investment reports, tax and estate analysis as requested Vast... ...intellectual capital of an innovative industry leader to create a profoundly different wealth...TaxPermanent employmentTemporary workWork at officeFlexible hours$76k - $125.3k
...technically demanding tax planning and compliance... ...handling hedge fund and Private equity K-1s Researching... ...of estate and wealth planning Experience with... ...confidence to challenge senior colleagues and stakeholders... ...us in our team‑led and leader‑enabled hybrid model. Our...SeniorPrivateTaxWork experience placementSummer holidayLocal areaFlexible hours$77k - $214k
...A career within PwC Private will provide the opportunity... ...needs such as audit, tax compliance, and planning... ...on key issues like wealth management, compliance,... ...-led and values-driven leader at every level. To help... ...in the future. As a Senior Associate, you'll work...SeniorPrivateTaxFull timeH1b$124k - $335k
...Competency: Entrepreneurial & Private Business (EPB) -... ...advisory needs such as audit, tax compliance, and... ...focus on key issues like wealth management, compliance,... ...-led and values-driven leader at every level. To help... ...in the future. As a Senior Manager, you'll work as...SeniorPrivateTaxFull timeH1b- A leading financial services firm in Seattle is seeking a Vice President, Wealth Planner. The candidate must have a deep understanding of tax and estate laws to communicate effectively with clients and advisors. Responsibilities include developing content on wealth management...SeniorTax
- Liberty Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience in...SeniorTax
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