Private Client Tax Advisor for High-Net-Worth Clients
Fisher Investments
Fisher Investments in Washington state seeks a Client Tax Accountant to deliver comprehensive tax services to Private Client Group clients. You will work with Investment Counselors and client-facing teams to prepare, file, and advise on tax planning for high-net-worth clients, ensuring deadlines and regulatory compliance. You will manage federal, state, and local returns, coordinate with outsourced preparation, and stay current on tax changes. #J-18808-Ljbffr Fisher Investments
$80.2k - $125k
Calling all Tax Professionals: Do you pride yourself on your ability... ...complexities and serve clients? Do you enjoy collaborating across... ...to grow and scale our Private Client Group (PCG) Tax consultation... ...-to-Day:Work directly with High Net Worth (HNW) clients on end-to-end...Private clientHigh net worthWork at officeLocal areaWork from home$115k - $155k
...building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!The... ...facing employees and teams. The Day-to-Day:Consult with High-Net-Worth (HNW) clients on end-to-end tax needsLead the preparation...Private clientHigh net worthWork at officeLocal areaWork from home$100k
...professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take...Private clientHigh net worthWork at office- JPMorgan Private Client in the United States seeks a seasoned Relationship Manager to nurture high-net-worth relationships, earn client trust, and offer bespoke wealth solutions. You will acquire new clients while deepening existing relationships, collaborating with partners...Private clientHigh net worth
- JPMorgan Chase & Co. is seeking a seasoned Private Client Relationship Manager for Portland, OR. The role focuses on nurturing high-net-worth client relationships, delivering bespoke financial planning, and expanding the client book through strategic new business development...Private clientHigh net worth
- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...Private clientHigh net worthWork at office3 days per week
$100k
Are you a financial advisor burdened with wearing too many hats?... ...Join Fisher Investments, a privately held multi-billion-dollar global... ...investment firm, as a New Client Counselor in our New Client... ...term point of contact for our high-net-worth clients. Welcome new clients...Private clientHigh net worthTemporary work$100k
...qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The... ...The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director...Private clientHigh net worthWork at officeLocal areaRemote work$85k - $135k
Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least...Private clientHigh net worth- A global investment firm is looking for a Private Client Adviser in Camas, WA to engage with high-net-worth individuals in Canada. In this role, you'll analyze clients' financial situations, provide tailored solutions, and receive significant training in sales techniques...Private clientHigh net worth
$80k - $135k
...you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment... ...has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...Private clientHigh net worthWork at officeWork from home- JPMorgan Private Client in Portland, OR is seeking a seasoned Relationship Manager to nurture high‑net‑worth client relationships, earn trust, and deliver bespoke financial solutions using the bank's capabilities across lines of business. You will acquire new clients, deepen...Private clientHigh net worth
- EY is seeking a senior tax professional to join our Financial Services Organization (FSO) EDGE team. You will deliver complex tax compliance and advisory work for high‑net‑worth clients in the financial services industry, guiding engagements from start to finish. Join...Private clientHigh net worthRemote work
- ...create opportunities every day, for our clients, our people, and our communities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...looking to hire a Tax Senior to join our high net worth private client group in our Portland, OR office...Private clientHigh net worthFull timeWork at office
- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they... ...in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively...Private clientHigh net worthTemporary workWork at officeImmediate start
- The Private Client Relationship Manager will fulfill an integral role in developing cohesive... ...clients by serving as a strategic advisor for coverage related inquiries and analysis... ...strong, long-term relationships with high-net-worth individuals and families Conduct in-...Private clientHigh net worthWork at office3 days per week
$70k - $100k
A leading insurance brokerage is looking for a dedicated professional to manage high-net-worth client accounts in Portland, Oregon. The role requires at least 8 years of experience in Personal Lines Property & Casualty Insurance, along with strong communication and problem...High net worth$127.9k - $291.9k
...side with a range of clients from our most venerable... ...professionals providing dedicated tax technical services to... .... EY's FSO EDGE Private practice provides... ...the unique needs of the high-net worth tax industry. The team... ...status as a trusted advisor to maintain and further...Private clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families, helping meet their financial needs with a client-centric approach. You...Private client
- Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled...Private clientHigh net worthWork at officeWork from home
$80k - $135k
...Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has... ...a specialized approach focused on our private clients. With a firm structure that... ..."many hats" of a typical Financial Advisor. Now is your opportunity to use your finance...Private clientHigh net worthWork experience placementWork at officeWork from home$80k - $105k
...interested in developing a career assisting clients reach their long-term financial goals?... ...to a licensed service role within our Private Client Group. As you progress, and hit... ...you will manage your own roster of our high-net-worth clients. The Day-to-Day:...Private clientHigh net worthWork at officeWork from home- ...Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Private client
- ...create opportunities every day, for our clients, our people, and our communities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...hire a Tax Manager/Director to join our high-net-worth private client group in our Portland, OR office...Private clientHigh net worthFull timeWork at officeLocal area
$105.38k - $215.38k
...Summary Are you a tax professional who enjoys... ...trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong... ...when needed.Build strong client relationships through clear... ...-worth individuals or private clients.Strong client...Private clientHigh net worthWork at officeLocal area$100k
...President of Sales Our client a highly respected fee-only portfolio... ...to put our clients high-net-worth clientele first. ABOUT... ...Report to the Director of Private Client Group Sales who will... ...industry ~ Current Investment Advisor Representative designation...Private clientHigh net worthFull timeWork at officeLocal areaRemote workHome office$90k - $140k
A financial services firm located in Camas, WA, is seeking an International Investment Counsellor to service Canadian clients. This role requires a CFA certification and a strong background in portfolio management. You will actively manage client relationships and ensure...High net worth$80k - $130k
A leading financial services firm based in Camas, WA, is seeking an International Investment Counselor to service UK-based high-net-worth clients. You will provide unparalleled financial advisory services, educate clients on investment strategies, and build trusting relationships...High net worth- ...independent Registered Investment Advisor managing over $10B in AUM... ...Salt Lake City, and Fort Worth Empirical provides... ...strategy of investments + tax + financial planning to high net worth individuals, families... ...planning for some of the firm’s clients. Taxation...High net worth
$75k - $125k
...Investment Counselor Our client, a highly respected fee-only portfolio... ...with a roster of high-net-worth clients to provide our client... ...approach focusing on their private clients and use your financial... ...industry ~ Current Investment Advisor Representative designation,...Private clientHigh net worthWork experience placementWork at office
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