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
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...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- ...Vice President, Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway... ..., 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
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...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
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...to build a better working world. Tax – Indirect Tax – Sales and Use – Senior Will you shape the future or... ...reporting needs for both public and private entities. You’ll develop and implement... .... Join us in our team-led and leader-enabled hybrid model. Our expectation...SeniorPrivateTaxSummer holidayImmediate startFlexible hours$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during...Tax$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 office$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... ...investment, tax, and other related wealth issues by keeping current as...SeniorPrivateTaxWork experience placementWork at officeLocal areaFlexible hours- 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
$158.01k - $276.46k
Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The...Senior$95.4k - $180.4k
RSM US LLP is seeking a Tax Manager in Seattle, Washington, to advise ultra-high net worth families on tax services including structuring and compliance. The ideal candidate will have experience in public accounting or a family office, with a focus on individual, fiduciary...SeniorPrivateTaxWork at office$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$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- ...Mission Range is on a mission to redefine wealth management. We harness technology to help... ...Agent (EA) specializing in individual tax planning and tax return review to join... ...collaborate closely with our Certified Financial Planners® to devise and implement tax strategies...SeniorTaxWork at officeLocal areaRelocationMonday to Friday
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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- ...Senior Asset Allocation Strategist Russell Investments is seeking a quantitatively skilled... ...solutions, primarily focused in the U.S. Wealth channel Build and enhance models... ...Innovation Conduct research on topics such as tax-efficient investing, asset location,...SeniorTax
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...Senior Tax Manager The Senior Tax Manager is responsible for providing tax and consulting... ...income, estate and gift tax and wealth retention strategies, as well as taxation... ...tax experience and/or public accounting, private industry accounting or consulting/professional...SeniorPrivateTaxWork at office- U.S. Bank is seeking a PWM Wealth Planner in Seattle, responsible for delivering comprehensive, goals-based financial planning services. Key functions include lifestyle, protection, philanthropic, and estate planning. The ideal candidate will have at least 10 years of...Senior
$236.56k - $414.12k
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Northern Trust Corp is seeking a Private Wealth Director in Seattle, WA. The role involves cultivating deep, long-term relationships with clients and managing complex financial needs through tailored Wealth Management strategies. Candidates should have 10 - 15 years of...SeniorPrivate
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