Senior Private Wealth Advisor: Estate & Tax Strategy
WealthBridge Financial Group
WealthBridge Financial Group is seeking experienced professionals to join our Private Wealth Advisory team. This role is geared towards individuals who are passionate about engaging with high-net-worth clients and building their own practice with solid support and mentorship. Advisors will focus on advanced estate planning, tax-efficient strategies, and business succession planning. With a commitment to client service, candidates should have experience in wealth management and a strong professional network. #J-18808-Ljbffr
- ...create, preserve, and transfer wealth through sophisticated estate, tax, and legacy planning strategies. Our comprehensive approach... ...attorneys, and other trusted advisors. By combining innovation, education... ...to join our growing Private Wealth Advisory team. This role...PrivateTaxFlexible hours
$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises on over $... ...a full-service boutique wealth management firm offering... ...Founded seven years ago, Wiss Private Client Advisors continues... ..., financial planning, estate and tax strategy, and family office services...SeniorTaxWork at office$85k - $145k
...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with families... ...planning, investment management, tax and estate planning, insurance, and more – was designed... ..., you will help a wide range of private investors, business owners, company executives...PrivateTaxTemporary workWork at officeRemote workMonday to Friday- :The Senior Trust & Estate Strategis t will provide expert guidance... ...estate planning, wealth transfer strategies, and trust... ...works closely with Advisors and other client-facing... ...SLATs, CLTs, CRTs, private foundations, and family... ...values, goals, and tax efficiency. Monitor...SeniorPrivateTax
$64.9k - $129.5k
...of our DNA across our audit, tax, and consulting groups. That's... ...industry. Job Description: Senior Business Development... ...Develop targeted outreach strategies across assigned industries or... ...audit services to public and private entities while also helping clients...SeniorPrivateTaxLocal areaWorldwide$72k - $184.44k
...your work fits into the overall strategy. Develop a deeper... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...Opportunity As part of the PwC Private Generalist team you are... ...pilot new firm technology. As a Senior Associate you are responsible...SeniorPrivateTaxFull timeH1b$55k - $151.47k
...to 20% At PwC, our people in tax services focus on providing... ...tax planning, compliance, and strategy. These individuals help businesses... ...their tax positions. In private tax at PwC, you will focus on... ..., and year-end planning. As a Senior Associate you analyze complex...SeniorPrivateTaxFull timeH1b$91k - $321.5k
...At PwC, our people in tax services focus on providing... ..., compliance, and strategy. These individuals help... ...their tax positions. In private tax at PwC, you will... ...Growing as a strategic advisor, you leverage your influence... ...owners of PwC. As a Senior Manager you are...SeniorPrivateTaxFull timeH1bRemote work$72k - $184.44k
...your work fits into the overall strategy. Develop a deeper... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'... ...Opportunity As part of the PwC Private Generalist team you are expected... ...pilot new firm technology. As a Senior Associate you are responsible...SeniorPrivateTaxFull timeH1b- ...team at one of the world's top tax firms. Enjoy a collaborative,... ...is currently seeking a Manager/Senior Manager to join our Mergers &... ...memoranda, tax opinion letters, and private letter ruling requests •... ...effective execution of go-to-market strategy to achieve quality growth...SeniorPrivateTaxLocal area
- ...of individual, corporate, and partnership tax returns and workpapers • Delegate work... ...for tax preparation • Collaborate with senior managers in handling tax matters • Provide... ...2-5 years of tax experience in public or private accounting • Good communication skills,...SeniorPrivateTaxFull timeLocal area
$124k - $335k
.../Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description... ...issues from strategy to execution. PwC Professional... ...As part of the Real Estate team you are... ...Serve as a strategic advisor, leveraging specialized...SeniorTaxH1bLocal areaOverseas$115k - $140k
...client is a global asset manager with multi-strategy investment platforms and over $145 billion in AUM providing businesses with private capital. Responsibilities Prepare and... ...offshore team Oversee VAT, GST, and consumption tax filings including monitoring offshore...SeniorPrivateTax$77k - $214k
...Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not... ...tax plan with the business strategy. You'll focus on issues related... ...and in the future. As a Senior Associate, you'll work as part... ...way as technology-enabled tax advisors who provide significance through...SeniorTaxFull timeH1bLocal area$77k - $202k
...services related to financial management and strategy. These individuals analyse client needs,... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct... ..., and AI-driven technologies. As a Senior Associate, you will analyze complex...SeniorTaxFull timeH1b$125k - $150k
...enabling them to preserve their wealth for future generations, and... ...You will work closely with senior advisors to develop and implement... ...management, financial planning, tax strategy, family office services,... ...thought leadership.* #J-18808-Ljbffr Corient Private Wealth LLC.PrivateTaxPermanent employmentTemporary workWork at officeFlexible hours$135k - $160k
...Wealth Client Advisor - Family Office Services Team Company Overview: Peapack Private Bank & Trust is a well-recognized, high-performing... ...overall wealth management strategy. Working alongside our... ...in the implementation of estate, income tax, investment, insurance, and...PrivateTaxWork at office$95.6k - $148.4k
...a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...: As an Economic Consulting Speaker Senior Consultant, you will be a key member of... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateTaxLocal areaWorldwide$97k - $127k
...to preserve their wealth for future generations... ....Associate Wealth Advisors work with high-net... ..., Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews... ...Recommendations, Estate Planning Summaries... ...#J-18808-Ljbffr Corient Private Wealth LLC.PrivateTaxPermanent employmentTemporary workWork at officeFlexible hours$77k - $214k
A leading global consulting firm is seeking a Senior Associate in the Financial Services Tax practice to provide advisory services in global real estate and infrastructure. This role involves supporting transactions through tax analyses, managing projects, and fostering...SeniorTax$110k - $150k
...individual will work closely with senior members of the BXDC Finance team... ...Partner with Blackstone finance, tax, operations, legal, investor relations... .... 3+ years of public and/or private accounting experience. Experience with real estate, REITs, asset management,...PrivateTaxLocal area$70.6k - $139.8k
...a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...the challenge?We’re looking for Audit Senior Associates with experience in the Broker... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateTaxLocal areaWorldwideHome office$120.9k - $254.9k
...a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...& Assurance team!We’re looking for Audit Senior Managers with experience in the Broker... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateTaxLocal areaWorldwideHome office$108.7k - $222.2k
...through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in... ...deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax,...SeniorPrivateTaxLocal areaRemote workWorldwideFlexible hours$21.75 - $44.5 per hour
...through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in... ...deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax,...SeniorPrivateTaxHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...and approve technical research and tax planning recommendations for private companies. Deliver high quality tax... ...closely with Tax Partners and other senior staff on business tax compliance,... ...worth clients, developing tailored tax strategies while collaborating with...SeniorPrivateTax
$109k - $224k
...Tax Professional Opportunity FTI Consulting's Corporate Finance... ...by corporations, boards, private equity sponsors, creditor constituencies... .... FTI Consulting's Real Estate Solutions has a singular focus... ...accounting firm (principal, senior manager) Experience in the...PrivateTaxFull timeVisa sponsorshipWork visa$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ..., business management, tax, estate, insurance, and more, all managed... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... ...will help a wide range of private investors, business owners, company...PrivateTaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$70k - $90k
...Paralegal to join our Private Client Litigation... ...of trust and estate litigation, estate... ...private individuals and wealth transfers from... ...records, including tax returns, trust... ...opportunities, disclaimer strategies, fiduciary... ...professionals, tax advisors, medical professionals...PrivateTaxPrivate practice- ...Senior Associate, Private Markets Fund Accounting Step into a high-impact role at the heart of Private Markets, where you'll work in complex... ...key stakeholders, including legal counsel, auditors, and tax advisors, to ensure seamless execution and timely delivery...SeniorPrivateTaxWork at office
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