VP Tax & Wealth Planner for UHNW Clients
Goldman Sachs Group, Inc.
Goldman Sachs seeks a Vice President with deep expertise in US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and partnerships. Strong communication and proactive problem-solving are essential. The role emphasizes collaboration, driving operational efficiency, and advising on tax positions and audits in a fast-paced environment. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- ...Professional Group seeks an experienced Wealth Management Advisor to join a growing North... ...as the primary advisor for high-net-worth clients, delivering holistic wealth management... ..., you will guide retirement, investment, tax‑efficient strategies, estate coordination...TaxImmediate start
- ...London. The Firm oversees $237 billion in client assets as of August 31, 2026.... ...experienced professionals - including wealth planners, tax advisors, estate attorneys, and other experts... ...~10+ years of experience working with UHNW clients on wealth planning in the context...TaxWork at officeLocal area
- ...at a scale that works for our clients, with highly experienced bankers... ...Serve as a trusted advisor to UHNW clients, Family Offices,... ...develop and deliver integrated wealth planning solutions tailored to... ...Collaborate with internal legal, tax, credit, and investment teams...TaxImmediate startDay shift
- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with... ...and Wealth Management Client Associates help clients pursue... ...Wealth Advisory Group, works with UHNW individuals and families to provide... ...and individuals ~ Strong Tax, legal research and writing skills...TaxPrivate practiceWork at officeWork from homeShift workDay shift
$102k - $208k
DescriptionSummary:The Wealth Strategist III is responsible for delivering Huntington Private... ...capital to high net worth and complex clients and internal advisors.Duties and... ...preferredComprehensive knowledge on estate planning, tax planning, and financial...TaxFull timePrivate practiceWork at officeRemote workWork from homeFlexible hours- ...institutional investors, private wealth clients and financial intermediaries.... ..., precision, and care to UHNW individuals and families. Our... ...cash flow, retirement, estate, tax, wealth transfer, philanthropy... ...Integration Manage and develop the VP, Fiduciary and Tax Compliance;...TaxWork at officeVisa sponsorship
- Edward Jones seeks a Senior Planner - Generations Private Wealth to design and deliver sophisticated, multi-generational... ...wealth strategies for high-net-worth clients. In this role, you will lead comprehensive financial, retirement, tax-aware, and estate planning, partnering...TaxFull time
$75k - $125k
...their part of the process, the client is warm transferred to a... ...planning, investments, estate, and tax advice to achieve optimal outcomes... ...of Certified Financial Planner (CFP®) or Chartered Financial... ...Minimum 5 years of client-facing wealth management or financial planning...TaxFull timeContract workPart timeInternshipLocal areaRemote workFlexible hours- Mercer Advisors in Dallas, TX is seeking a Regional Vice President, Community to build client relationships and drive wealth-management solutions. You will lead sales efforts, coordinate cross‑functional resources, and guide prospects from initial contact to a tailored...
- Bank of America is seeking an experienced Wealth Planner to support Merrill advisors by analyzing... ...strategies tailored to high-net-worth clients. The role emphasizes fiduciary planning,... ...internal partners, and staying current on tax and wealth-transfer developments. The...Tax
- ...Wealth Planning AssociateThe OpportunityAs a Wealth Planning Associate with RBC Wealth Management... .... You will support Financial Advisors and client teams in delivering holistic, goals-based... ..., investment strategy, estate planning, tax considerations, education funding,...TaxWork at officeLocal areaFlexible hours
- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Job... ...' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships...TaxWork experience placementWork at officeWork from homeShift workDay shift
- Tolleson Wealth Management is seeking a Finance Analyst to support personal wealth management initiatives... ..., including investment analyses, estate and tax planning, debt management and insurance considerations. You will gather client information, prepare financial reports and...Tax
- Judson Group represents a respected private wealth management firm serving ultra-high-net-worth families. The Client Advisory Manager will lead client engagements, synthesize... ...work across investments, estate planning, tax, and risk management, mentor junior professionals...Tax
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...endowments. PWM Teams work one-on-one with clients to advise and deliver customized... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...Tax
- ...President, Advanced Planning is a client-facing role that serves as a... ...their advisors. The Advanced Planner leads end-to-end financial and... ...and estate planning, income tax planning or succession planning... ...accounting, law practice, or wealth management industry environmentFINRA...TaxFull timeWork experience placement
- ...come first. With over 9 million clients and 20,000 financial advisors... ...a desire to be a part of the wealth management process? Do you have... ...holistic financial planning, tax and estate planning services via... .... What You Will Do:The Senior Planner will serve as a conduit...TaxTemporary workWork at officeHome officeFlexible hours
- ...Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning & Compliance to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance functions. The role collaborates with internal teams and external advisors...
- ...be retained by a highly respected private wealth management firm serving a select group of... ...high-net-worth families in the search for a Client Advisory Manager - Wealth Management .... ...highly personalized advice across investments, tax, estate planning, risk management, and...Tax
$96k - $181k
Location:201 South Warren Street, Syracuse New YorkJob SummaryThe Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers...Full timeWork experience placementWork at officeFlexible hoursNight shift- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a...
- ...committed to bringing passion and customer focus to the business.The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager....Full time
- ...Senior Vice President, Operating Model, Product & Client Job Description About Citco Citco is a global leader in fund services... ...Tactical Operations, Marquee Client teams, Financial Statements, Tax, Investor Relations and Client Integration. Lead and mentor...TaxPermanent employmentFull timeTemporary workWork at officeWorldwide
- Andersen is seeking a Manager in Private Client Services to oversee multiple engagement teams serving high-net-worth clients, family offices... ...client communication, and ensure timely delivery of complex tax returns. The role requires 4+ years in private client work, a...Tax
$150k
...products to Real Estate Corporate Banking and Institutional Fund Group clients and prospects. This position will coordinate activities centered... ...two levels, each with a standardized starting base salary:RECB VP, Strategist I: $150,000Requirements listed aboveRECB VP,...Full timeFlexible hours- ...time, on-site role involves selling insurance products, advising clients on coverage options, conducting consultations, and maintaining... ...customer service skills. Join us and make a difference in helping families secure their future. #J-18808-Ljbffr DHL Wealth ManagementFull time
- ...SENIOR WEALTH STRATEGIST This position may work from our Nasvhille, Dallas, Summerville, or Sarasota locations. The Preferred... ...-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across...Temporary workH1bWork at officeLocal areaFlexible hours
- H&R Block is seeking a seasonal Tax Advisor to prepare accurate personal and business tax returns and advise clients on tax planning opportunities. The role involves interviewing clients, identifying savings opportunities, and delivering consultative service in a client...TaxHourly paySeasonal workWork at officeLocal area
- Westwood Wealth in Dallas seeks a Senior Vice President, Wealth Strategist, Director of Planning & Compliance to design and deliver sophisticated wealth solutions for high-net-worth clients. You will collaborate with internal teams and external advisors to provide proactive...
$90k - $130k
...management, business management, tax, estate, insurance, and more,... ...legally bound to act in our clients' best interests — always.* Mercer... ...Planning team is part of our Wealth Solutions group, which is a... ...wealth advisors/financial planners/other wealth management and members...TaxTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours
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