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 US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning...SeniorPrivateTax
- 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
- Empower Annuity Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to guide high-net-worth clients with... ...with wealth advisors, and a focus on retirement, tax optimization, and education planning. #J-18808-Ljbffr Empower...SeniorPrivateTaxPrivate practice
$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead Chart your own path and grow your career while helping... ...This role requires a collaborative leader who confidently serves as the lead advisor... ...planning, income optimization, tax-efficient investing, education funding...SeniorPrivateTaxWork experience placementPrivate practiceLocal areaRemote work$157.23k - $192.17k
...all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive... ..., protection planning, philanthropic, tax planning, business transition planning,... ...clients, or in conjunction with the senior team members.Basic Qualifications -...SeniorTaxFull timeWork experience placementLocal area$165k - $345k
..., Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for... ...families with $25MM+ in investible assets. This senior-level role is responsible for prospecting... ...equivalent experience).Deep knowledge of tax, investment, estate planning, and...PrivateTaxFull timeWork at officeFlexible hoursNight shift- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...planning. The Private Wealth Planner (PWP) role is central... ...& estates, individual tax rules (both transfer... ...closely with market leaders & practice partners...PrivateTaxWork at office
- U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...SeniorTax
$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...SeniorTax- ...PWM Wealth Planner The PWM Wealth Planner is focused on providing clients with comprehensive... ...planning, protection planning, philanthropic, tax planning, business transition planning,... ...clients, or in conjunction with the senior team members. Basic Qualifications...SeniorTaxTemporary workWork experience placement
- ...Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You... ...deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment...SeniorTax
- ...seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies... ...area. Reporting to the Regional Market Leader, you will collaborate with investment... ...comprehensive financial planning, tax and estate strategies, and optimized asset...SeniorTaxFlexible hours
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management... ..., trusts & estates, individual tax rules (both transfer and income taxes),... ...motivator and who can work closely with market leaders & practice partners without daily...PrivateTaxWork at office
$148.5k - $174.7k
...PWM Wealth Planner At U.S. Bank, we're on a journey to do our best. Helping the customers and... ..., protection planning, philanthropic, tax planning, business transition planning,... ...with clients, or in conjunction with the senior team members. Basic Qualifications - Bachelor...SeniorTaxTemporary workWork experience placementLocal area$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...SeniorTaxRemote job$74.93k - $153k
...Summary Are you a leader and strategic thinker... ...solutions to complex tax issues? Do you not... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth... ...CFA)Certified Financial Planner (CFP) Preferred Advanced...SeniorPrivateTaxPrivate practiceWork at officeLocal area$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
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!...SeniorPrivateTaxFull timePrivate practiceLocal areaWorldwide- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is... ...across disciplines — investment strategy, tax and estate planning, philanthropic... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role. Strong...SeniorPrivateTaxWork at office
$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... ...investment, tax, and other related wealth issues by keeping current as...SeniorPrivateTaxFull timeWork experience placementWork at officeLocal areaFlexible hours- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management... ...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
- ...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
$116k - $216k
...position Key as the client's trusted advisor. Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.). Provides timely feedback to the...SeniorPrivateTaxWork experience placementWork at officeFlexible hours$60k - $125k
...solve and to think outside the box? Our Wealth Management Professionals support all aspects... ...-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning...SeniorPrivateTaxFull timeTemporary workPart timeLocal area- A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal...PrivateTax
$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior... ...time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most...SeniorPrivateTaxWork experience placementSummer holidayFlexible hours$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital... ...Enlightening. This role requires a natural leader, someone who can confidently serve as... ...planning, income optimization, tax-advantaged savings strategies, and education...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Porting Books @ NLR | Private Wealth | Family Office | Multi... ...Banking |… ***Senior Family Office Wealth Advisor... ...RIA). Seeking a dynamic leader to help the firm... ...as CERTIFIED FINANCIAL PLANNER, CFA, CIMA, or similar... ...planning counsel and tax professionals. High attention...SeniorPrivateTaxFull timeWork at office
- Goldman Sachs seeks a Wealth Management Professional to support private wealth clients in Seattle. This role focuses on onboarding, relationship management and ensuring client investment objectives are met in a fast-paced environment. You will collaborate with Private Wealth...SeniorPrivate
- ...Tax Planning Specialist At Range, we're building towards a world where anyone can... ...create it together. We're building AI-powered wealth management. Investments, taxes,... ...collaborate closely with our Certified Financial Planners to devise and implement tax strategies...SeniorTaxWork at officeLocal areaRelocationMonday to Friday
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