Executive Director, Wealth Planning & Tax Strategy
JPMorgan Chase
A major financial institution is seeking an experienced Executive Director, Wealth Planner in Houston, Texas. You will develop wealth management content and provide customized advice to clients on tax and estate planning strategies. Applicants should have a J.D., LLM, or CPA, along with substantial experience in trusts and estates. The position involves collaboration with field leadership and contributes to developing business opportunities with clients. A competitive total rewards package is offered, including comprehensive health coverage, retirement plans, and more. #J-18808-Ljbffr JPMorgan Chase
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Executive Director, Wealth Planning & Tax Strategy in Houston, TX vacancy
- JPMorganChase is seeking an Executive Director, Wealth Planner based in Houston, Texas. This role involves... ...providing comprehensive wealth planning advice and developing content across... ...in trusts and estates, and tax strategies along with excellent communication skills...Tax
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...will also be a plus. As an Executive Director, Wealth Planner within J.P.... ...to solidify regional strategies and subsequently advise the...TaxWork at officeLocal area
- ...across the United States, developing a deep understanding of each family’s financial objectives and risk tolerance, and help design tailored wealth plans that integrate investment management, income tax planning, and estate planning strategies. #J-18808-Ljbffr InforCapitalTaxWork at office
- ...The Director serves as the bridge between Wealth Advisors, the Financial Planning Department, and Client Service, ensuring financial... ...workflows, progress reviews, tax strategy integration, implementation... ...items and recommendations are executed efficiently and effectively....Tax
Verde Wealth Group, LLC
Houston, TX1 day ago - Verde Wealth Group, LLC is seeking a Director to bridge between Wealth Advisors and Client Services, overseeing comprehensive financial planning and implementation processes. The ideal candidate is a CFP... ...5+ years of experience, strong tax planning knowledge, and...Tax
- ...Investment Management in Houston, Texas, is seeking a CPA (Tax Strategist & Financial Planner) to join their team. This... ...for high-net-worth clients and developing advanced tax strategies in collaboration with wealth advisors. The ideal candidate will hold a CPA license...Tax
- ...client service activities within wealth management. You will support... ...drive comprehensive financial planning. You will analyze client data,... ...and SAA, and collaborate with Tax, Investments and Estate Planning teams to tailor strategies. #J-18808-Ljbffr Brighton JonesTax
$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-... ...consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated conversations...TaxRemote jobFor contractorsFlexible hours- A wealth management firm in the Galleria area of Houston is seeking a Tax Manager to join the team. The firm treats tax as a core part of the client experience... ...wealth management team to integrate tax strategy into overall financial plans. #J-18808-Ljbffr Murray Resources -...Tax
- ...Executive Director of Early Commercial Strategy and Business Development About the Company Pioneering biotechnology company Industry Biotechnology... ...at the intersection of commercial strategy, market planning, and partnership development, with a focus on...
Confidential
Houston, TX3 days ago - ...net worth clients of Global Wealth and Investment Management (GWIM... ...sheets, income statements, tax returns, and liquidity statements... ...risk ratings, exposure strategies, credit structures, and sponsor... ...ensure alignment and timely execution. Required Qualifications 3+...TaxShift workDay shift
- ...Executive Director of CRM Strategy & Resources About the Company Pioneering private liberal arts college Industry Higher Education Type Educational Institution Founded 1812 Employees 201-500 Categories Education...
Confidential
Houston, TX2 days ago $90k - $120k
Willis Johnson Wealth in Houston, Texas, is seeking a Certified Public Accountant who is passionate about tax and thrives in a dynamic environment. This role involves tax compliance and planning, working closely with a wealth management team. The ideal candidate will have...Tax- ...partnered with a leading wealth management firm... ...outstanding opportunity for a planning-focused professional... ...developing customized strategies and providing a white‑... ...navigate retirement, tax, estate, investment,... ...insurance, charitable giving, executive compensation, and...Tax
$115k - $160k
...the job poster from Brewer Morris Connecting tax, treasury and senior finance professionals... ...Fortune 500 client is seeking a Global Tax Strategy Manager to lead critical aspects of international tax compliance and planning. This role is responsible for managing complex...TaxFull time- ...leader to shape, advance, and execute the enterprise strategy to drive long‑term growth and market leadership. The Director of Strategy will evaluate... ...data into actionable plans and influence stakeholders... ...Finance, Accounting, Legal, Tax, HR, IT, Digital and other...TaxFull timeLocal area
- Morgan Human Capital Management in Houston, Texas is seeking a Tax Manager to oversee all aspects of corporate tax planning and compliance. The successful candidate will lead tax strategies aimed at minimizing liabilities while ensuring adherence to laws. Qualified candidates...Tax
$110k - $150k
Hyatt in Houston is seeking a highly visible Director of Human Resources to join their executive leadership team. In this role, you will be responsible for aligning associate strategies with operational goals to meet business objectives. The ideal candidate will have over...- ...States seeks a Global Equity Manager within Tax - People Advisory Services to guide... ...to address tax implications of incentive plans and payroll systems. You will lead cross-... ...border tax calculations, design compliance strategies, and manage end-to-end projects with senior...Tax
$20 - $40 per hour
Chief Strategy Officer Leadership Intern Program - Spring or Summer... ...program designed to prepare future executives to take on the role of CSO... ...business strategy, financial planning, corporate development, and... ...Govuni’s Economic Model). Tax‑Exempt Earnings - All employees...TaxFull timeSummer workInternshipRemote work- ...experienced professional to lead their International Tax services. This role requires overseeing tax-planning responsibilities and consulting on international... ...accounting and expertise in tax minimization strategies. Ideal candidates will have a Bachelor's in accounting...Tax
- ...Services Sdn Bhd is seeking a Transaction Tax Advisory Manager in Houston, with a focus on domestic and cross-border tax strategies for acquisitions, dispositions, and capital... ..., deal structuring, post-acquisition planning, and managing budgets and teams across #J...Tax
$99k - $232k
.../Competency: Corporate and Business Strategy Industry/Sector: Insurance Time... ...projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code...TaxFull timeH1bPwC
Houston, TX8 hours ago- BDO USA, LLP seeks a Tax Managing Director to lead advisory on complex tax issues, ensure compliance, and guide multi‑jurisdiction strategies. You will supervise teams, review work, and act as... ...in international, SALT, estate planning and transfer pricing while supporting...Tax
- ...to represent MSIM in tax, direct indexing,... ...leadership in concentrated wealth. The team is seeking... ...intermediaries. Execute a strategic business plan to drive gross and... ...Managers, and Complex Directors to increase firm... ...PM/IPMS, the Wealth Strategy Group, MSIM Alternatives...TaxWorldwide
$125k - $155k
The Mather Group in Houston is seeking a detail-oriented Tax Manager to join their growing team. The role involves reviewing and finalizing... ..., gift, and business tax returns while guiding long-term tax strategies for clients. The ideal candidate must possess strong leadership...TaxFull time- ...USA ABOUT THE ROLE At Westwood Wealth, we are more than advisors—we... ...and their other advisors (tax, estate, etc.), coordinates deliverables... ...implementation of all wealth planning, reporting, and client... ...financial planning, investment strategy, risk management, estate and tax...TaxWork at officeImmediate startVisa sponsorship
- BDO USA is hiring a Digital Assets Tax Manager in Houston, Texas. The role entails providing tax compliance and consulting services for clients in the digital assets space, managing tax strategies, and leading a team in delivering high-quality tax services. You will collaborate...Tax
- A professional services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review complex tax returns, mentor staff, and maintain client relationships. The ideal candidate has...Tax
- ...experienced, mission-aligned Executive Director to serve as the organization... ...; implement Board-approved strategies and directives Prepare and present... ...File Form 990, franchise tax forms, SOC reports, and... ...Events & Continuing Education Plan and execute the Annual Conference...Tax
Crains Cleveland
Houston, TX2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Director, Wealth Planning & Tax Strategy. Be the first to apply!
Related searches
- managing director of operations Houston, TX
- executive security Houston, TX
- senior executive director Houston, TX
- director of executive recruiting Houston, TX
- executive assistant to ceo Houston, TX
- chief people officer Houston, TX
- chief instrumentation control engineer Houston, TX
- executive IT support specialist Houston, TX
- talent acquisition executive Houston, TX
- solution executive Houston, TX